Load Up Now on This ETF

The buying opportunity investors have been waiting for [View in browser]( BROUGHT TO YOU BY: Proprietary Data Insights Financial Pros Taxable Bond ETFs Searches in the Last Month Rank Name Searches #1 iShares Core U.S. Aggregate Bond ETF 737 #2 Vanguard Total Bond Market ETF 160 #3 Vanguard Total International Bond ETF 27 #4 Schwab U.S. Aggregate Bond ETF 21 #5 SPDR Portfolio Aggregate Bond ETF 2 #ad [Where the Big Money’s Looking]( Brought to you by [Stansberry Research]( [Move your money by January 31st - TOMORROW]( A new year has begun… And my 2023 warning to you is: Move your money by January 31st. I believe it’s the most important financial event of the year, though most will miss it. And time is running out… If you don’t prepare now, the next decade in the markets could bring an ugly surprise to your retirement. This is the most important warning I’ve made since April of 2008 when I predicted the financial crisis and recommended my readers short Lehman Brothers – exactly five months before it went bankrupt… for a near-perfect 82% return. Fortunately, I share everything you need to know… And a straightforward four-step plan for free, in this short video. [Watching the video costs you nothing... but could likely save your financial life](. ETFs Load Up Now on This ETF Treasury ETFs saw record inflows of $90 billion in the first three quarters of 2022. That’s pretty impressive given the lackluster performance for the year. As concerns about inflation wane and a recession takes the lead, more investors are moving from mutual funds to fixed-income ETFs. One of those is the iShares Core U.S. Aggregate Bond ETF (AGG), which is suddenly surging in interest from financial pros, according to the latest search data from Trackstar, our proprietary sentiment indicator. Financial pros may be looking into it to smooth out volatility in their portfolios. Or they believe after last year’s sell-off, valuations are attractive. After a 16% loss in 2022, AGG rebounded strongly this month. Is now a good time to add it to your portfolio? iShares Core U.S. Aggregate Bond ETF The iShares Core U.S. Aggregate Bond ETF seeks to track the investment results of an index of the total U.S. investment-grade bond market. It offers investors a low-cost way to diversify a portfolio using fixed income. In addition, it gives them broad exposure to U.S. investment-grade bonds. Key Facts About AGG - Net assets: $86.7 billion - Number of holdings: 10,681 - 12-month trailing yield: 2.3% - Weighted average maturity: 8.69 years The top 10 assets in the portfolio make up 9.7% of its weight: [Financials] Source: BlackRock There are over 10,000 positions in the portfolio, but 41.1% are from the U.S. Treasury, followed by 14.0% from the Federal National Mortgage Association. [Financials] Source: BlackRock Nearly 92% of the fund’s exposure is to the Treasury, mortgage-backed securities pass-through, industrial, and financial institutions. [Funds] Source: BlackRock Performance Over the last five years, AGG has had a cumulative return of -0.2%, including dividends. But since it started trading in 2003, it has returned 75.2%. [Returns] Source: BlackRock Trading & Investing in AGG AGG trades an average daily stock volume of 8.2 million shares. Options trading is also available for those who prefer derivatives. The ETF distributes a monthly dividend, currently yielding 2.43%. Competition Investors seeking fixed income via ETFs have several options to choose from. Some of the more notable ones include the Vanguard Total Bond Market ETF (BND), Schwab U.S. Aggregate Bond ETF (SCHZ), SPDR Portfolio Aggregate Bond ETF (SPAB), and Vanguard Total International Bond ETF (BNDX). Holdings & Top 10 Weighting - AGG has 10,681 positions. The top 10 make up 9.3% of the portfolio. - BND has 17,360 positions. The top 10 make up 4.7% of the portfolio. - SCHZ has 9,302 positions. The top 10 make up 4.2% of the portfolio. - SPAB has 6,964 positions. The top 10 make up 6.8% of the portfolio. - BNDX has 6,789 positions. The top 10 make up 4.2% of the portfolio. BNDX has fewer holdings, but its top ones are less concentrated than AGG’s, BND’s, and SPAB’s. Meanwhile, AGG has the second-highest number of positions, but the most concentrated top 10. Fees - AGG: 0.03% - BND: 0.03% - SCHZ: 0.04% - SPAB: 0.03% - BNDX: 0.07% AGG charges a net expense ratio of 0.03%, which is in line with other bond funds. Dividend - AGG: 2.4% - BND: 2.4% - SCHZ: 2.7% - SPAB: 2.5% - BNDX: 1.5% SCHZ offers the most attractive yield at 2.7%, followed by SPAB at 2.5%, AGG at 2.4%, and BND at 2.4%. 10-Year Performance - AGG: -7.3% - BND: -7.9% - SCHZ: -8.4% - SPAB: -8.7% - BNDX: 7.9% None of the ETFs above have had positive returns over the last five years, not including dividends. But once you factor in dividends, they’ve all posted modest gains. [Take Your Investments to the Next Level With The Alt]( We curate crypto, NFT, real estate, startup, art, commodities, hedge fund, and more alternative investment content that matters to you. [Click here to sign up.]( Our Opinion 8/10 AGG is the best proxy for the U.S. bond market. It includes Treasurys and investment-grade corporate debt. Last year’s dismal returns could be the buying opportunity for which fixed-income investors have been waiting. We believe AGG will bounce back in 2023. It deserves a small allocation in most portfolios and is an excellent tool for smoothing out portfolio risk and creating income. News & Insights Just Spilled - [Revenues up Triple Digits in the Past 3 Years]( - [Understand the Headlines That Dominate the Markets]( - [A 10/10 Buffett Gem]( - [Real Estate Looks Ugly]( Share on: mailto:?body=https%3A%2F%2Finvestingchannel.com%2F%3Fp%3D571182 [We want to hear from you! Let us know your thoughts by clicking here]( [Link]( # [submit to reddit]( [submit to reddit]( [submit to reddit]( [submit to reddit]( To ensure delivery of all emails, [allow us on your list]( Spill&email=TheSpill@news.investingchannel.com). Update your email preferences or unsubscribe [here](. Manage your subscriptions with our [preference center](. View our privacy policy [here](. Copyright ©2023 InvestingChannel. All rights reserved. 1325 Avenue of the Americas, Floor 27 & 28 New York, New York 10019 Disclaimer: This is not investment advice. This InvestingChannel, Inc., newsletter is for information purposes only and is based on opinion. Futures, forex, stock, and options trading are not appropriate for all investors. There is a substantial risk of loss associated with trading these markets. Losses can and will occur. No system or methodology has ever been developed that can ensure returns or eliminate losses. InvestingChannel, Inc., makes no representation or implication that using any of the methodologies or systems in this newsletter will generate returns or insure against losses. Investors should be cautious about any and all investments and are advised to conduct their own due diligence prior to making any investment decisions.