Core Insights - Value strategies have benefited from a lack of exposure to troubled software stocks, leading to better performance in early 2026 compared to the broader market [1] Group 1 - The Vanguard High Dividend Yield Index Fund ETF (VYM) is highlighted as a key investment vehicle for those favoring long-term, buy-and-hold strategies focused on high-quality earnings [1]

Core Viewpoint - State Street Investment Management forecasts that the S&P 500 will return 39% over the next five years, while the S&P Mid-Cap 400 and S&P Small-Cap 600 are expected to return 41% and 42%, respectively [1]. Group 1: Vanguard S&P Mid-Cap 400 ETF - The Vanguard S&P Mid-Cap 400 ETF tracks 400 mid-cap stocks with market values between $8 billion and $22.7 billion, heavily weighted in industrials (24%), financials (15%), and technology (14%) [3]. - Over the last 15 years, the Vanguard S&P Mid-Cap 400 ETF returned 365% (10.8% annually), underperforming the S&P 500, which returned 591% (13.7% annually) [3]. - The fund has an expense ratio of 0.07%, costing shareholders $7 per year on every $10,000 invested [4]. Group 2: Vanguard S&P Small-Cap 600 ETF - The Vanguard S&P Small-Cap 600 ETF tracks 600 small-cap stocks with market values between $1.2 billion and $8 billion, primarily focused on financials (18%), industrials (18%), and consumer discretionary (13%) [5]. - The Vanguard S&P Small-Cap 600 ETF returned 360% (10.7% annually) over the last 15 years, underperforming the S&P 500 by 231 percentage points but outperforming the Russell 2000 by 60 percentage points [7]. - This fund also has an expense ratio of 0.07% [7]. Group 3: Performance Outlook - The S&P 500 is expected to outperform small-cap and mid-cap index funds due to the inherent drawback of these funds selling high-performing stocks as they exceed market value thresholds while retaining underperforming stocks [8][9]. - The S&P 500 consists of stocks that have already proven successful and is reconstituted quarterly, ensuring it tracks the most significant U.S. stocks [9].

Core Insights - The integration of AI in underwriting is reshaping the mortgage-linked ETF landscape, impacting funds like iShares MBS ETF, Vanguard Mortgage-Backed Securities ETF, and iShares Mortgage Real Estate ETF, which are closely tied to the securitized credit pipeline [1] - The displacement of higher-paying jobs by AI is leading to a reduction in consumer spending power, particularly among borrowers, which could affect mortgage payments and discretionary spending [2] - The economic activity heavily relies on white-collar workers, with the top 10% of earners accounting for over half of consumer spending, raising concerns about the stability of prime mortgages in the face of rapid job displacement [3] Industry Implications - The potential risks from AI-driven job displacement may extend beyond housing stocks, affecting banks, mortgage lenders, and consumer-driven sectors across the economy [4] - The housing market is becoming a critical channel for understanding the relationship between technological disruption and financial stability, as AI continues to influence labor markets [1][3] - The rapid changes in the job market due to AI could lead to significant shifts in consumer behavior and spending patterns, which are essential for the health of the housing market [2][3]

In this article, we will take a look at the 13 Best Performing Long Term Stocks to Invest In.According to a recent CNBC report, financial experts at Vanguard warned that keeping too much money in cash could quietly weaken long-term wealth. This applies whether the cash is stored physically or left in a bank account that earns little or no interest.The main issue is inflation. Over time, inflation reduces the purchasing power of cash. Data from the Bureau of Labor Statistics shows that $126 in 2026 would buy ...

Core Viewpoint - The S&P 500 index has shown volatility in February, slipping below its 50-day moving average and ending the week with a loss of -0.4%, now 1.43% off its all-time high from January 27, 2026 [1] Group 1: S&P 500 Performance - The S&P 500 experienced its seventh cross of the 50-day moving average in February [1] - The index closed at a loss of -0.4% for the week, indicating a downward trend [1] - Historical context shows that the S&P 500 reached an all-time high of 1565.15 on October 9, 2007, before experiencing a significant drop of approximately 57% during the Global Financial Crisis [1] Group 2: Volatility Insights - The S&P 500 has been below the 50-day moving average since February 27, while remaining above the 200-day moving average since May 12 [1] - The index experienced its largest intraday price volatility of 10.77% on April 9, 2025, since December 24, 2018 [1] - The average percent change from intraday low to high over the past 20 days is 1.22%, indicating ongoing volatility [1] Group 3: Index Comparisons - The S&P 500 is up 0.49% year to date, while the S&P Equal Weight Index has outperformed with a gain of 6.78% year to date [1] - The S&P 500 is a market cap-weighted index, while the S&P Equal Weight Index gives equal weight to each constituent [1]

On Feb. 6, 2026, Red Wave Investments LLC disclosed a buy of 74,530 shares of Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL), an estimated $5.63 million trade based on quarterly average pricing. What happened According to a SEC filing dated Feb. 6, 2026, Red Wave Investments LLC increased its position in Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL) by 74,530 shares. The estimated transaction value was $5.63 million based on the average closing price for the quarter. The quarter-end value of the ...

Aside from a brief sell-off in spring 2025, the tech sector went on a virtually uninterrupted run in the three-year period from 2023 to the end of 2025 -- gaining 131%. Here's why the tech sector is under pressure in 2026, why pockets of the sector are doing very well while others are doing poorly, and a low-cost exchange-traded fund (ETF) that could be worth a closer look. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensa ...

3 Small-Cap ETFs to Buy Before the Great Rotation Leaves Large Caps Behind - 24/7 Wall St.[S&P 5006,854.30 -0.61%][Dow Jones48,873.00 -0.93%][Nasdaq 10024,853.10 -0.57%][Russell 20002,620.27 -1.74%][FTSE 10010,886.60 +0.28%][Nikkei 22558,618.70 -0.04%][Live Nasdaq Composite: Markets in Freefall on Tech, Economy Jitters][Investing]# 3 Small-Cap ETFs to Buy Before the Great Rotation Leaves Large Caps Behind### Quick ReadEarnings growth is broadening beyond the Magnificent Seven. Falling interest rates benefit ...

Biglari Capital Calls for Immediate Resignation of Jack in the Box Chairman David Goebel, Who Was Overwhelmingly Rejected by Stockholders with "Skin in the Game" [Accessibility Statement] Skip NavigationThe Company Should Not Hide Behind Its Treatment of Abstain Votes — Chairman Goebel Did Not Receive a Majority of the Votes CastJack in the Box Stockholders Cannot Afford Another Year of David GoebelISS, BlackRock, Vanguard, and State Street Inexplicably Defended Long-Tenured David Goebel and Failed to Hold ...

The U.S. equity market has shifted in 2026. After years of being driven by tech stocks, the S&P 500 (SNPINDEX: ^GSPC) has found new leadership from energy, materials, and consumer staples stocks. Diversification is being rewarded again. Does that still make the Vanguard S&P 500 ETF (NYSEMKT: VOO) a good investment? The index has outperformed most market sectors in recent years thanks to tech leadership and its heavy weighting toward the "Magnificent Seven" stocks. Can it still do well when other areas of ...