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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

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Index fund slideshow Presentation Transcript

  • 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