Skip to main content

Nasdaq AAPL Apple

Thursday's ETF with Unusual Volume: PFM

3 years 2 months ago
The Invesco Dividend Achievers ETF is seeing unusually high volume in afternoon trading Thursday, with over 425,000 shares traded versus three month average volume of about 77,000. Shares of PFM were down about 0.1% on the day.
BNK Invest

Chart of the Week: Mid-Cap ETFs in Focus

3 years 2 months ago
It’s been an impressive 2023 for U.S. large-cap equities. The iShares Core S&P 500 ETF (IVV) had risen 19% as of July 24, with consumer discretionary and information technology stocks leading the way. However, many advisors recently told VettaFi that they believe other strategies will perform better in the remainder of 2023.  VettaFi hosted a [...] Read more at ETFtrends.com.
ETF Trends

Guru Fundamental Report for AAPL - Warren Buffett

3 years 2 months ago
Below is Validea's guru fundamental report for APPLE INC (AAPL). Of the 22 guru strategies we follow, AAPL rates highest using our Patient Investor model based on the published strategy of Warren Buffett. This strategy seeks out firms with long-term, predictable profitability an
Validea

9 Best Stocks for Beginners With Little Money

3 years 2 months ago
Think you're too broke to invest? Well, it's time to start thinking differently. Because with just a little money, you can assemble your own portfolio and start building your wealth. Just how little is "a little money"? We've written before about how to start investing with $1,0
Young and The Invested

VTI ETF’s Simple but Powerful Strategy is a Long-Term Winner

3 years 2 months ago
Investing doesn’t always need to be complicated, and investors don’t necessarily need to use complex strategies to be successful. Take, for example, the Vanguard Total Stock Market ETF ( NYSEARCA:VTI) , a simple, uncomplicated ETF that has produced excellent returns for its investors for many years. Let’s take a closer look at this long-term winner.  What is VTI's Strategy? VTI is a popular ETF from low-cost index fund pioneer Vanguard that boasts a massive $318.5 billion in assets under management (AUM). This AUM makes VTI the fourth-largest ETF in the stock market today.  As the name suggests, VTI seeks to track the performance of the entire U.S. stock market (by investing in its underlying index, the CRSP U.S. Total Market Index). So, rather than investing in one theme or sector of the market, or even one major index like the S&P 500 ( SPX ) or the Nasdaq ( NDX ) for that matter, VTI goes a step further and invests across the entire spectrum of publicly-traded U.S. companies. This means that VTI holds over 3,800 U.S. stocks, including small-cap, mid-cap, and large-cap companies. What I like about this strategy is that VTI leaves no stone unturned, and it gives investors the ability to harness the power and innovation of the entire breadth and depth of U.S. publicly-traded companies in their portfolios using one vehicle.  VTI has been around since 2001, so it has had plenty of time to compile a consistent track record, which we will cover later in this article.  Over 3,800 Holdings As alluded to above, VTI holds an incredible 3,837 stocks, making it incredibly diversified. Furthermore, its top 10 holdings make up just 25.9% of the fund, adding to this diversification. Below, you’ll find a table of VTI’s top holdings using TipRanks’ holdings tool. As you can see, Apple ( NASDAQ:AAPL ) is VTI’s largest holding, with a 6.5% weighting, which makes sense, as Apple is the world’s biggest company by market cap. As you can surmise from this overview, VTI’s top holdings currently look somewhat tech-centric, although this isn’t by design. These were already some of the largest companies in the market, to begin with, and after the incredible gains that many of these companies have posted so far in 2023, they are back to dominating the market. That’s why the so-called "magnificent seven" of Apple, Microsoft ( NASDAQ:MSFT ), Amazon ( NASDAQ:AMZN ), Nvidia ( NASDAQ:NVDA ), Alphabet ( NASDAQ:GOOG ) ( NASDAQ:GOOGL ), Meta Platforms ( NASDAQ:META ) and Tesla ( NASDAQ:TSLA ) all rank in VTI’s top 10 positions. However, unlike some tech or broader-market ETFs where these mega-cap tech stocks combine to make up half of the fund or more, they only account for just under a quarter of VTI’s assets, so VTI's positioning isn't exposing investors to undue risk in this handful of names.  VTI also goes well beyond these tech behemoths -- Warren Buffett’s Berkshire Hathaway ( NYSE:BRK.B ) and health insurer UnitedHealth Group ( NYSE:UNH ) take up the other two spots in the top 10, and beyond the top 10 holdings, the fund becomes much more omnivorous. Energy giant ExxonMobil ( NYSE:XOM ), financials like JPMorgan Chase ( NYSE:JPM ), Visa ( NYSE:V ), and Mastercard ( NYSE:MA ), and additional healthcare names like Eli Lilly ( NY S E:LLY ) and Merck ( NYSE:MRK ) all occupy spots within VTI’s top 20 holdings.  VTI's top holdings feature some strong Smart Scores, as well as some less compelling ones. The Smart Score is a proprietary quantitative stock scoring system created by TipRanks. It gives stocks a score from 1 to 10 based on eight market key factors. A Smart Score of 8 or better is equivalent to an Outperform rating. Five of VTI's top 10 holdings feature Outperform-equivalent Smart Scores, while five feature neutral ratings. VTI itself features an ETF Smart Score of 8. Is VTI Stock a Buy, According to Analysts? Turning to Wall Street, VTI has a Moderate Buy consensus rating, as 60.49% of analyst ratings are Buys, 34.22% are Holds, and 5.29% are Sells. At $250, the average VTI stock price target implies 10.1% upside potential. Consistent Results VTI has established a venerable track record over the years, proving itself to be a long-term winner for investors over a variety of time horizons. Over the past year, the fund has had a total return of 18.9%. Over the past three years, VTI has posted a total annualized return of 13.8%. Its five-year annualized return of 11.3% and 10-year annualized return of 12.3% are impressive as well. Investing in an ETF that has generated double-digit returns for an entire decade is a great way to build long-term wealth.  Since its inception in 2001, VTI has had an annualized return of 8.1%. Cumulatively, an investor who put $100,000 into VTI 10 years ago would now have $218,590 today, and an investor who put $100,000 into the ETF at its inception in 2001 would have $456,230 today, showing the power of long-term compounding.  Minimal Fees In addition to this strong performance and comprehensive portfolio, VTI is also an appealing investment because of its minuscule fees. VTI’s rock-bottom expense ratio of just 0.03% is among the cheapest you will find with ETFs. An investor allocating $10,000 to this long-term winner would pay just a paltry $3 in fees in year one for their investment -- less than a cup of coffee at many places nowadays. Assuming the expense ratio remains consistent over time and that the fund gains 5% per year, after three years, this same investor would pay just $10 total in fees; after five years, they will have paid just $17, and after a decade their total fees would amount to just $39. Investing in ETFs with low fees like this is an important consideration because it helps investors to preserve the principal of their portfolios over time. While it may not sound like much at first glance, the difference between VTI and its 0.03% fee and that of an ETF with a fee of 0.35%, or 0.75%, for example, is massive when compounded over time. Assuming the same parameters, an investor putting the same $10,000 into an ETF with an 0.35% expense ratio would pay $443 in fees after 10 years, while the investor putting $10,000 into the ETF with a 0.75% expense ratio would pay a whopping $871.   A Viable Cornerstone for Portfolios It’s not overly fancy or complicated, but VTI has given its investors great returns for a long time. The ETF offers plenty of liquidity, with an average daily volume of over 2.7 million shares over the past three months, and it also offers a dividend yield of 1.5%. With its comprehensive portfolio that gives investors exposure to the entire U.S. economy, its proven track record, and its minimal fees, VTI continues to be an attractive investment opportunity that investors can consider building their portfolios around.  Disclosure
TipRanks

Why Spotify's Price Increases Are Great News

3 years 2 months ago
Spotify's (NYSE: SPOT) prices haven't changed for years, but this week, management said there would be a small increase coming later this year. In this video, Travis Hoium quantifies how much of that increase will make its way to Spotify's bottom line.
The Motley Fool

Noteworthy Wednesday Option Activity: AMZN, ENPH, AAPL

3 years 2 months ago
Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Amazon.com Inc (Symbol: AMZN), where a total volume of 500,094 contracts has been traded thus far today, a contract volume which is representative of approximate
BNK Invest

Better Artificial Intelligence Stock: Apple vs. Amazon

3 years 2 months ago
If you're interested in the stock market, chances are you've heard about the current boom in artificial intelligence (AI). Many companies active in the high-growth sector have enjoyed monster rallies this year as the AI market is projected to expand at a compound annual rate of 3
The Motley Fool
Checked
31 minutes 10 seconds ago
This feed is responsible for generating the rss feed related to the topic aapl
Subscribe to Nasdaq AAPL Apple feed