Rethinking 60/40 Portfolios With More Bonds
Aaron Levitt
|
For fixed income investors, that may mean reimagining the spilt and taking a...
The fund is almost entirely invested in the energy industry and provides exposure to many of the biggest energy-focused companies.
Historical Performance
2010 | 2011 | 2012 | 2013 | YTD |
---|---|---|---|---|
13.49% | -1.68% | 2.73% | 18.22% | -11% |
Over a quarter of the fund’s portfolio is in its top five holdings. Each of these holdings are down YTD.
Symbol | Stock | Portfolio Weight | YTD Performance |
---|---|---|---|
XOM | Exxon | 8.30% | -7% |
CVX | Chevron | 4.90% | -9% |
RDS-A | Royal Dutch Shell | 4.80% | -3% |
SLB | Schlumberger | 4.21% | -5% |
PXD | Pioneer Natural Resources | 3.49% | -9% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
For fixed income investors, that may mean reimagining the spilt and taking a...
Justin Kuepper
|
Let's take a look at how the new active ETF from Kaiju ETF...
Justin Kuepper
|
Let’s take a look at how the municipal bond market performed last year...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
The fund is almost entirely invested in the energy industry and provides exposure to many of the biggest energy-focused companies.
Historical Performance
2010 | 2011 | 2012 | 2013 | YTD |
---|---|---|---|---|
13.49% | -1.68% | 2.73% | 18.22% | -11% |
Over a quarter of the fund’s portfolio is in its top five holdings. Each of these holdings are down YTD.
Symbol | Stock | Portfolio Weight | YTD Performance |
---|---|---|---|
XOM | Exxon | 8.30% | -7% |
CVX | Chevron | 4.90% | -9% |
RDS-A | Royal Dutch Shell | 4.80% | -3% |
SLB | Schlumberger | 4.21% | -5% |
PXD | Pioneer Natural Resources | 3.49% | -9% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
For fixed income investors, that may mean reimagining the spilt and taking a...
Justin Kuepper
|
Let's take a look at how the new active ETF from Kaiju ETF...
Justin Kuepper
|
Let’s take a look at how the municipal bond market performed last year...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...