SPDR S&P 500 ETF: Everything You Need to Know in 8 Simple Slides

Понравилась презентация – покажи это...

Слайд 0

SPDR S&P 500 ETF: Everything You Need to Know in 8 Simple Slides

Слайд 1

What Does the SPDR S&P 500 ETF Do? The groundbreaking SPDR S&P 500 ETF aims to provide low-cost investment exposure to the S&P 500 Index for passive investors who want to come close to matching the index’s total return. Image courtesy SSgA.

Слайд 2

Short-Term Returns Mirror the Market… The SPDR ETF has done a good job of following the market’s ups and downs.

Слайд 3

… As Has Longer-Term Performance You can see the market meltdown in 2008 and the subsequent recovery.

Слайд 4

Fees Have Created a Minimal Market Lag Even over a nearly 25-year stretch, fees have had a minimal impact on total return.

Слайд 5

SPDR S&P 500 Offers Broad Diversification Image courtesy SSgA. As of 10/28/2015.

Слайд 6

SPDR S&P 500 Holdings Include Megacap Stocks Image courtesy SSgA. As of 10/28/2015. The SPDR S&P 500 ETF’s top holdings match up closely with the index’s biggest constituents, which include some of the largest companies in the U.S. market.

Слайд 7

General Information About SPDR S&P 500 ETF Assets Under Management: $183 billion Average Daily Trading Volume: $22-23 billion ETF Dividend Yield: 1.98% Net Expense Ratio: 0.0945% Average Bid-Ask Spread: $0.01 per share

Слайд 8

Is SPDR S&P 500 ETF Right For You? Other S&P-tracking ETFs have lower expense ratios but don’t trade with as much liquidity Suitable for long-term use in asset allocation to stocks, or for short-term use as a placeholder for stock exposure while waiting to find individual stock ideas Passes through dividends received to shareholders, offering market’s dividend yield

Слайд 9

The $15,978 Social Security Bonus Most Retirees Completely Overlook If you're like most Americans, you're a few years (or more) behind on your retirement savings. But a handful of little-known “Social Security secrets” could help ensure a boost in your retirement income. In fact, one MarketWatch reporter argues that if more Americans knew about this, the government would have to shell out an extra $10 billion annually. For example: one easy, 17-minute trick could pay you as much as $15,978 more... each year! Once you learn how to take advantage of all these loopholes, we think you could retire confidently with the peace of mind we're all after.