The fund will invest at least 80% of its assets in the component securities of the underlying index, and it will invest at least 90% of its assets in U.S. Treasury securities that the advisor believes will help the fund track the underlying index. The underlying index measures the performance of public obligations of the U.S. Treasury that have a remaining maturity greater than or equal to twenty years.
The yield on the 10-year note ended May 17, 2024 at 4.42%, the 2-year note ended at 4.83%, and the 30-year at 4.56%. Here is a table showing the yields' highs and lows and the FFR since 2007.
The S&P 500 posted its fourth consecutive weekly gain after notching a new all-time high this week. The index is currently up 11.82% year to date and has recorded a new all-time high 23 times this year.
The SWAN (Sleep Well At Night) strategy aims to minimize volatility and draw-downs while achieving high-income and market-matching growth. The strategy consists of two buckets: a Funds-based High-Income Dividend bucket and a Hedging (Rotational) bucket. The Funds-based DGI bucket provides simplicity, diversification, and passive management, while the Rotational bucket offers growth and a built-in hedging mechanism to limit draw-downs.
The S&P 500 posted its third straight weekly gain for the first time since early February. The index is currently up 10.12% year to date and now sits 0.60% below its record close from March 28, 2024.
The S&P 500 finished in the green this week thanks to a late week rally. The index is currently up 8.12% year to date and now sits 2.41% below its record close from March 28, 2024.
The yield on the 10-year note ended May 3, 2024 at 4.50%, the 2-year note ended at 4.81%, and the 30-year at 4.66%. Here is a table showing the yields' highs and lows and the FFR since 2007.
This article takes a look at a long-term perspective on Treasury yields. The chart below shows the 10-year constant-maturity yield since 1962 along with the Fed funds rate (FFR) and inflation.
20-Plus Year Treasury ETF (TLT), Proshares Bitcoin ETF (BITO), and Costco (COST) are today's big three. Don Kaufman and Ben Lichtenstein discuss the technical trends, as well as how to trade these names.