They could do even better in a future recession as investors pour into under-appreciated defensive assets. Investors have piled into tech stocks to the point where they constitute a plurality of their portfolios, if not the large majority. When a downturn hits the market, a rotation out of tech is likely. All that excess liquidity may end up making its way to the following 3 ETFs. If you are an investor who is securing profits and is buying up dividend ETFs to weather a possible downturn instead, it's not a ...

Ilyas nasrulloh / Shutterstock.com Quick Read iShares Flexible Income Active ETF (BINC) yields 6.14% monthly through 4,000 holdings managed by Rick Rieder who oversees $2.7T in assets. ALPS REIT Dividend Dogs ETF (RDOG) yields 6.67% quarterly across 47 diversified REITs positioned to benefit from Fed rate cuts. iShares Preferred and Income Securities ETF (PFF) yields 6.07% monthly and trades below par value after losing 18.8% over five years. If you’re thinking about retiring or know someone who i ...

Core Viewpoint - The SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD) has achieved a yield of 4.7% at a low cost, distinguishing itself in the dividend ETF market where Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) is more commonly discussed [1] Group 1 - SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD) offers a competitive yield of 4.7% [1] - The ETF is noted for its low cost, making it an attractive option for investors [1] - Despite its strong performance, SPYD has not received as much attention in retail investor discussions compared to other dividend ETFs [1]

The broader market could soon go through some pivotal changes in the near future as we turn the page to December, with investors confident about another rate cut this month. ...

We are nearing the end of 2025, and while it may not have been the best year for investors, it hasn't been the worst either. ...

Core Viewpoint - The article highlights that major financial institutions such as JP Morgan, Schwab, Fidelity, and iShares dominate the attention in the dividend space [1] Group 1 - JP Morgan is recognized as a significant player in the dividend market [1] - Schwab is also mentioned as a key institution attracting attention in dividends [1] - Fidelity is noted for its prominence in the dividend sector [1] - iShares is included among the major names that receive focus in the dividend landscape [1]

Core Insights - The article suggests that for long-term investment in dividend ETFs, iShares Select Dividend ETF, Amplify CWP Enhanced Dividend Income ETF, and Vanguard Dividend Appreciation Index Fund ETF are recommended options [1] Group 1 - iShares Select Dividend ETF (NASDAQ:DVY) is highlighted as a strong choice for investors seeking reliable dividend income [1] - Amplify CWP Enhanced Dividend Income ETF (NYSEARCA:DIVO) is mentioned as another viable option for long-term dividend investment [1] - Vanguard Dividend Appreciation Index Fund ETF (NYSEARCA:VIG) is also recommended for those looking to invest in dividend-paying ETFs [1]

Group 1 - The current AI boom may be experiencing irrational exuberance, with concerns from industry leaders like Google CEO Sundar Pichai and OpenAI CEO Sam Altman about a potential bubble [4][5][9] - If the AI rally collapses, it could have catastrophic effects on the broader market, prompting investors to shift towards defensive dividend ETFs to mitigate risks [6] - The SPDR Dow Jones Industrial Average ETF Trust (DIA) offers exposure to 30 blue-chip U.S. stocks, which tend to perform better during downturns, especially if the downturn is related to non-blue-chip sectors like AI [7][9] Group 2 - Many ETF holdings are heavily weighted towards Nvidia and other large-cap tech stocks, creating overlapping exposure that increases risk if the AI rally falters [8] - The iShares International Select Dividend ETF (IDV) currently yields 4.58% and benefits from the dollar's 10.6% depreciation against the Euro year-to-date, making it an attractive option for investors [9]

Core Insights - Dividend ETFs are facing competition from AI thematic ETFs, which have significantly risen and led the market this year [1] Group 1: Market Trends - The demand for dividend ETFs appears to be declining as AI-themed investments gain popularity [1] - AI thematic ETFs have shown substantial growth, indicating a shift in investor focus towards technology and innovation [1] Group 2: Investment Strategy - JR Research is recognized for identifying attractive risk/reward opportunities, focusing on growth investing with a robust price action analysis [1] - The investment group Ultimate Growth Investing aims to capitalize on high-potential opportunities across various sectors, emphasizing strong growth potential and turnaround plays [1]

Core Insights - The 4% rule has been a longstanding guideline for determining retirement spending [1] Summary by Categories - **Retirement Spending Guidelines** - The 4% rule serves as a foundational method for understanding retirement expenditure [1]