1
Secure and Stable: Why Fixed Annuities Are the Perfect Bond Alternative for Retirees
Aaron Levitt
|
With their steady and guaranteed rates of return as well as the ability...
The fund tracks the Dow Jones Industrial Average, and is composed the companies in the index. It’s largest sector holdings are financial services, industrials, and consumer cyclical stocks.
Since the announcement that Apple would join the Dow, the index has not exceeded 18,000.
Historical Performance
| 2011 | 2012 | 2013 | 2014 | YTD |
|---|---|---|---|---|
| 9.06% | 17.11% | 61.58% | 16.02% | 2% |
| Symbol | Stock | Portfolio Weight | YTD Performance |
|---|---|---|---|
| - | Mini DJ Industrial Avg ($5) Future Dec. 14 | 12.88% | - |
| V | Visa | 4.20% | +2% |
| GS | Goldman Sachs | 3.30% | -5% |
| IBM | International Business Machines | 2.86% | -1% |
| MMM | 3M | 2.67% | - |
If you’ve enjoyed this article, sign up for the free MutualFunds.com newsletter; we’ll send you similar content weekly.
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With their steady and guaranteed rates of return as well as the ability...
Justin Kuepper
|
We'll look at some of the top crypto ETFs and their varying levels...
Kristan Wojnar, RCC™
|
We are exploring three very different but important topics this week.
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 tracks the Dow Jones Industrial Average, and is composed the companies in the index. It’s largest sector holdings are financial services, industrials, and consumer cyclical stocks.
Since the announcement that Apple would join the Dow, the index has not exceeded 18,000.
Historical Performance
| 2011 | 2012 | 2013 | 2014 | YTD |
|---|---|---|---|---|
| 9.06% | 17.11% | 61.58% | 16.02% | 2% |
| Symbol | Stock | Portfolio Weight | YTD Performance |
|---|---|---|---|
| - | Mini DJ Industrial Avg ($5) Future Dec. 14 | 12.88% | - |
| V | Visa | 4.20% | +2% |
| GS | Goldman Sachs | 3.30% | -5% |
| IBM | International Business Machines | 2.86% | -1% |
| MMM | 3M | 2.67% | - |
If you’ve enjoyed this article, sign up for the free MutualFunds.com newsletter; we’ll send you similar content weekly.
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With their steady and guaranteed rates of return as well as the ability...
Justin Kuepper
|
We'll look at some of the top crypto ETFs and their varying levels...
Kristan Wojnar, RCC™
|
We are exploring three very different but important topics this week.
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...
Receive email updates about best performers, news, CE accredited webcasts and more.
Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.