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Index fund slideshow
Index fund slideshow
Index fund slideshow
Index fund slideshow
Index fund slideshow
Index fund slideshow
Index fund slideshow
Index fund slideshow
Index fund slideshow
Index fund slideshow
Index fund slideshow
Index fund slideshow
Index fund slideshow
Index fund slideshow
Index fund slideshow
Index fund slideshow
Index fund slideshow
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Index fund slideshow

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A list of the best index fund for investors who don't want to research stocks and bonds

A list of the best index fund for investors who don't want to research stocks and bonds

Published in: Economy & Finance
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  • 1. 15 Top Index Funds for Investing the Easy Way
  • 2. SPDR S&P 500 (Ticker symbol: SPY) Top 5 Holdings • Apple • ExxonMobil • Microsoft • Johnson & Johnson • General Electric 10-year average annual return: 7.59% Annual dividend: 1.81% Why you should invest in the index • You want to invest in the biggest and best companies in the market. • The fund’s gross expense ratio is just 0.11%. Wikimedia/B64
  • 3. iShares Russell 2000 (IWM) Top 5 Holdings • American Realty Capital Properties • Acuity Brands • Rite Aid • Northstar Realty Finance • SunEdison 10-year average annual return: 8.71% Annual dividend: 1.29% Why you should invest in the index • You want the higher growth potential of smaller companies. • No company makes up more than 0.38% of the index. Wikimedia/Jashuah
  • 4. Vanguard Mid Cap ETF (VO) Top 5 Holdings • Delphi Automotive • Western Digital • SanDisk • Mylan • Health Care REIT 10-year average annual return: 10.30% Annual dividend: 1.13% Why you should invest in the index • You want the strength and stability of large companies, but still desire the extra growth potential of smaller companies.
  • 5. iShares Dow Jones U.S. ETF (IYY) Top 5 Holdings • Apple • Exxon Mobil • Microsoft • Johnson & Johnson • General Electric 10-year average annual return: 8.02% Annual dividend: 1.60% Why you should invest in the index • You want the cumulative performance of the U.S. stock market. Flickr/Dow Jones Events
  • 6. Vanguard Small Cap ETF (VB) Top 5 Holdings • Hanesbrands • Harman International Industries • Rite Aid • Arthur J. Gallagher & Co. • Foot Locker 10-year average annual return: 10.18% Annual dividend: 1.28% Why you should invest in the index • You want growth and can tolerate the risk involved with smaller companies. • No company makes up more than 0.31% of the fund’s holdings.
  • 7. iShares U.S. Financials ETF (IYF) Top 5 Holdings • Wells Fargo • Berkshire Hathaway • JPMorgan Chase • Bank of America • Citigroup 10-year average annual return: 1.14% Annual dividend: 1.41% Why you should invest in the index • You believe the banking sector as a whole will continue its recovery from the financial crisis. • 5-year average annual return (post-crisis) is 17%. Wikimedia/urban
  • 8. iShares U.S. Technology ETF (IYW) Top 5 Holdings • Apple • Microsoft • IBM • Google • Oracle 10-year average annual return: 8.11% Annual dividend: 1.05% Why you should invest in the index • You believe tech companies will experience better-than-average growth in the coming years. Pixabay/andrelyra
  • 9. iShares U.S. Healthcare ETF (IYH) Top 5 Holdings • Johnson & Johnson • Pfizer • Merck • Gilead Sciences • Amgen 10-year average annual return: 8.90% Annual dividend: 1.27% Why you should invest in the index • You want to invest in the exciting biotech and pharmaceutical industries but don’t want to gamble on individual companies. Flickr/Seattle Municipal Archives
  • 10. Vanguard Total Bond Market (BND) Top Holdings • Government bonds (Treasuries, etc.) • Corporate bonds • Mortgage-backed securities (high quality) Average annual return since inception (‘07): 4.98% Annual dividend: 2.53% Why you should invest in the index • You want a safe option for some of your portfolio. • You care more about steady, safe income than growing your money. Wikimedia/Centpacrr
  • 11. Guggenheim Multi-Asset Income ETF (CVY) Top 5 Holdings • Energy Company of Manas Gerais ADR • EXCO Resources • NuStar Energy • Penn West Petroleum • Rent-a-Center Average annual return since inception (‘07): 6.20% Annual dividend: 5.05% Why you should invest in the index • You’re already retired or want a high level of income from your portfolio. Flickr/401(k) 2012
  • 12. iShares TIPS Bond ETF (TIP) Virtually all assets are invested in Treasury Inflation- Protected Securities, or TIPS 10-year average annual return: 5.02% Annual dividend: 0.98% Why you should invest in the index • You are worried about inflation and want to hedge your portfolio. • If inflation increases, so will your income.
  • 13. iShares Global 100 ETF (IOO) Top 5 Holdings • ExxonMobil • Microsoft • Johnson & Johnson • General Electric • Nestle SA 10-year average annual return: 5.94% Annual dividend: 2.28% Why you should invest in the index • You want to invest in large companies with significant international exposure.
  • 14. Vanguard Energy ETF (VDE) Top 5 Holdings • ExxonMobil • Chevron • Schlumberger NV • ConocoPhillips • Occidental Petroleum Average annual return since inception (‘04): 12.60% Annual dividend: 1.61% Why you should invest in the index • You want exposure to oil, gas, and their exploration and production. • You believe the world’s energy needs will rise significantly. Wikimedia/Agencia Brasil
  • 15. iShares U.S. Real Estate ETF (IYR) Top 5 Holdings • Simon Property Group • American Tower Corp • Public Storage • Crown Castle International • Prologis 10-year average annual return: 8.74% Annual dividend: 3.58% Why you should invest in the index • You are optimistic that the housing recovery in the U.S. will continue. • You prefer to invest in “real” things.
  • 16. Vanguard Emerging Markets Stock Index ETF (VWO) Top 5 Holdings • Tencent Holdings • Taiwan Semiconductor Manufacturing • China Construction Bank • China Mobile • Industrial and Commercial Bank of China Average annual return since inception: 7.96% Annual dividend: 2.78% Why you should invest in the index • You want to invest in countries whose economies have rapid growth potential (mainly China, Brazil, India, and Russia). Wikimedia/Shanghai.dennis
  • 17. More dividend stocks for the next decade

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