- (0:45) - What Expectations Should Investors Have For 2023?
- (5:35) - Playing Offense and Defense Using Dividends
- (13:40) - Finding Opportunities: Should You Be Buying Into Any Beaten Down Industries?
- (22:00) - Will Bond Investments Be Beneficial For Your Portfolio Heading Into 2023?
- (29:45) - Record Breaking Year For ETFs: Will This Continue?
- (34:50) - Episode Roundup: SPYD, STY, SPSM, XSD, SPSB, BILS, TOTL
- Podcast@Zacks.com
In this episode of ETF Spotlight, I speak with Matthew Bartolini, Head of SPDR Americas Research at State Street Global Advisors. We discuss the market outlook and investing strategies for 2023.
As the Fed signaled plans to raise rates higher than previously expected, concerns about the economy falling into a recession are rising now. However, investors should start positioning their portfolios for next phase of the economic cycle that may start sometime next year.
Since 1948, high-dividend stocks significantly outperformed their low-dividend peers and the broader indexes when CPI inflation was above 3.25%, per State Street research.
The SPDR S&P Dividend ETF SDY selects companies that have consistently increased their dividend for at least 20 consecutive years. The product is very popular with about $24 billion in assets. Walgreens Boots Alliance WBA and 3M MMM are among its top holdings.
The SPDR Portfolio S&P 500 High Dividend ETF SPYD invests in top 80 high dividend-yielding companies within the broad benchmark. The product charges just 0.07% in fees and has a juicy yield of about 4%.
Investors looking for value in discarded areas of the market could consider the SPDR S&P Semiconductor ETF XSD and the SPDR Portfolio S&P 600 Small Cap ETF SPSM.
XSD follows a modified equal-weighting methodology and avoids too much exposure to industry giants like Taiwan Semiconductor TSM and NVIDIA NVDA.
The SPDR Portfolio Short Term Corporate Bond ETF SPSB and the SPDR Bloomberg 3–12 Month T-Bill ETF BILS present attractive yield opportunities with low duration risk.
Tune in to the podcast to learn more about these ETFs.
Make sure to be on the lookout for the next edition of ETF Spotlight! If you have any comments or questions, please email podcast@zacks.com.
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Get it free >>3M Company (MMM) : Free Stock Analysis Report
NVIDIA Corporation (NVDA) : Free Stock Analysis Report
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) : Free Stock Analysis Report
Walgreens Boots Alliance, Inc. (WBA) : Free Stock Analysis Report
SPDR S&P Dividend ETF (SDY): ETF Research Reports
SPDR Portfolio S&P 500 High Dividend ETF (SPYD): ETF Research Reports
SPDR S&P Semiconductor ETF (XSD): ETF Research Reports
SPDR Portfolio Short Term Corporate Bond ETF (SPSB): ETF Research Reports
SPDR Portfolio S&P 600 Small Cap ETF (SPSM): ETF Research Reports
SPDR Bloomberg 312 Month TBill ETF (BILS): ETF Research Reports
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
