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Paul Tudor Jones Prefers A Hot Burning Coal Over Treasuries

2018-02-20 seekingalpha
According to CNBC Hedge fund billionaire Paul Tudor Jones says we are in a dangerous financial bubble thanks to Fed policy. Especially the 2 percent inflation target is a goal that is outdated and dangerous according to the Hedge Funder. (21-0)

Aggregate Bond ETF (AGG) Hits a New 52-Week Low

2018-02-08 zacks
Investors looking to avoid underperformance should steer clear of iShares Core U.S. Aggregate Bond ETF (AGG - Free Report) . The fund recently hit a new 52-week low. Shares of AGG are down roughly 3.2% from its 52-week high of $110.66/share. (14-0)

U.S. Weekly FundFlows Insight Report: Long-Term Assets Attract Inflows For The Week

2018-02-02 seekingalpha
For the second week in three, investors were net sellers of fund assets (including those of conventional funds and ETFs), withdrawing $6.0 billion. However, the headline number once again was a little misleading. Fund investors were net redeemers of money market funds, withdrawing $26.0 billion, but they were net purchasers of long-term assets, padding the coffers of equity funds (+$16.2 billion), taxable bond funds (+$3. (310-0)

My Current View Of The S&P 500 Index - February 2018

2018-02-01 seekingalpha
The stock market started the year by posting a strong gain. The market, as measured by the S&P 500 index, closed 5.62% higher in January. The SPDR S&P 500 ETF (SPY) gained 5.64% for the month. As for my pension plan assets, I made money in January. Consequently, my first investment goal, preservation of capital, was achieved. Unfortunately, I did not beat the returns of the S&P 500 index as measured by SPY. (14-0)

AGG / iShares Core U.S. Aggregate Bond ETF - Stock Institutional Ownership and Shareholders - Fintel.io

2018-01-23 fintel.io
iShares Core U.S. Aggregate Bond ETF (NYSE:AGG) has 754 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 354,366,924 shares. Largest shareholders include Jones Financial Companies Lllp, BlackRock Inc., Wells Fargo & Company/mn, Bank Of America Corp /de/, Raymond James & Associates, Amerivest Investment Management LLC, Creative Planning, Milliman Financial Risk Management LLC, Envestnet Asset Management Inc, and JP Morgan Chase & Co. (194-0)

AGG / iShares Core U.S. Aggregate Bond ETF / BlackRock Inc. - 3G/A (Passive Investment)

2018-01-23 sec.gov
us4642872265_012318.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 3) ISHARES CORE U.S. AGGREGATE BOND ETF -------------------------------------------------------- (Name of Issuer) Common Stock -------------------------------------------------------- (Title of Class of Securities) 464287226 -------------------------------------------------------- (CUSIP Number) December 31, 2017 ---------------------------------

AGG / iShares Core U.S. Aggregate Bond ETF / BlackRock Inc. - 3G/A (Passive Investment)

2018-01-23 sec.gov
us4642872265_012318.txt SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No: 3) ISHARES CORE U.S. AGGREGATE BOND ETF -------------------------------------------------------- (Name of Issuer) Common Stock -------------------------------------------------------- (Title of Class of Securities) 464287226 -------------------------------------------------------- (CUSIP Number) December 31, 2017 ---------------------------------

U.S. Fund-Flows Weekly Report: Equity Funds And Taxable Bond Funds Drive Weekly Net Inflows

2018-01-13 seekingalpha
Thomson Reuters Lipper's fund macro-groups (including both mutual funds and ETFs) grew their coffers by $21.4 billion for the fund-flows week ended Wednesday, January 10. The lion's share of the net inflows went into equity funds (+$12.0 billion) and taxable bond funds (+$10.4 billion), while municipal bond funds received $1.1 billion. Money market funds were the only macro-group giving back net money for the week; they suffered net outflows of $2. (14-0)

Most Loved and Hated ETFs of 2017

2018-01-02 zacks
For the global stock market, 2017 was a banner year, having added $9 trillion in value thanks to booming economic growth in developed countries, strong corporate earnings, and central banks' go-slow approach to ease financial support. Notably, MSCI All-World Index gained nearly 22% last year (read: Top & Flop Zones of 2017 and Their ETFs). Trump’s tax overhaul and a spending spree bolstered the optimism in the world’s largest economy while China, the world’s second-largest economy, is holding up well. (33-1)

My Current View Of The S&P 500 Index - January 2018

2017-12-31 seekingalpha
The stock market again closed higher in December. The market, as measured by the S&P 500 index, closed 0.98% higher. The SPDR S&P 500 ETF ( SPY) gained 1.21% for the month. As for my pension plan assets, I made money in December. Consequently, my first investment goal, preservation of capital, was achieved. Unfortunately, I did not beat the returns of the S&P 500 index as measured by SPY, so only half of my investment objectives were met for the month of December. (14-0)

My Current View Of The SP 500 Index - December 2017

2017-12-01 seekingalpha
This bull market continues to march higher. The market, as measured by the SP 500 index, was up again in November and closed 2.81% higher. The SPDR S&P 500 ETF (SPY) gained 3.06% for the month. As for my pension plan assets I too gained for November. Consequently, my first investment goal, preservation of capital, was achieved. Unfortunately, I did not beat the returns of the SP 500 index as measured by SPY. (14-0)

Retirement Planning: Are You Prepared For Inflation? Part 2

2017-10-23 seekingalpha
Rising inflation is likely to delay the ability to retire by influencing cost of living, and investors' bond portfolio. (14-0)

1607 Capital Partners, LLC - Current Holdings - Fintel.io

2017-10-10 fintel.io
1607 Capital Partners, LLC has disclosed 113 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 1,674,092,000 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). 1607 Capital Partners, LLC's top holdings are iShares Core U.S. Aggregate Bond ETF (NYSE:AGG) , iShares MSCI Australia ETF (NYSE:EWA) , Alpine Total Dynamic Dividend Fund (NYSE:AOD) , iShares 7-10 Year Treasury Bond ETF (NYSE:IEF) , and iShares MSCI Germany ETF (NYSE:EWG) . (17-0)

My Current View Of The S&P 500 Index - October 2017

2017-10-02 seekingalpha
The market, as measured by the S&P 500 index, was strong in September and closed up 1.93%. The SPDR S&P 500 Trust ETF (NYSEARCA:SPY) gained 2.01% for the month. As for my pension plan assets, I too was able to manage a gain. Consequently, my first investment goal of preservation of capital was achieved. Additionally, I beat the returns of the S&P 500 index as measured by SPY. Consequently, both of my investment objectives were met in September. (14-0)

RCS Has Stumbled, So Is It Time To Buy?

2017-09-23 seekingalpha
Income and coverage ratio stats are improving, but not enough to warrant a clear buy signal. (54-0)


CUSIP: 464287226