These portfolio moves will help boost the income you get from your portfolio, shield it from inflation and make it less volatile, too.
Dial down volatility. Stocks with low volatility should weather dips better than jiggier peers. Invesco S&P 500 Low Volatility ETF (symbol SPLV, $48) holds the 100 stocks in the blue-chip index with the lowest volatility; iShares Edge MSCI Min Vol USA ETF (USMV, $55) tracks low-vol stocks by sector.
Fight inflation. The principal value of Treasury inflation-protected securities adjusts according to changes in the consumer price index. Buy them from Uncle Sam at www.treasurydirect.gov or consider Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX).
Plump up your yield. SPDR S&P Dividend ETF (SDY, $93) holds the highest-yielding stocks of large companies that have raised their payouts for the past 25 years. The fund yields 2.5%. First Trust NASDAQ Technology Dividend Index ETF (TDIV, $36) buys tech’s biggest dividend payers and yields 2.5%.
Play rising rates. Higher rates mean lower bond prices, but they hurt short-term bonds least. Consider low-cost Schwab Short-Term Bond Index (SWSBX). Or cash in on higher rates with Fidelity Floating Rate High Income (FFRHX).
Cut costs. Fidelity Zero index funds charge no fees and require no minimum investment. You must be a Fidelity brokerage customer.
Best Banks for High-Net-Worth Clients
wealth management Kiplinger's 2023 list of the best banks for higher-net-worth clients.
By Lisa Gerstner Published
Stock Market Holidays in 2024: NYSE, NASDAQ and Wall Street Holidays
Markets When are the stock market holidays? Take a look at which days the NYSE, Nasdaq and bond markets are off in 2024.
By Kyle Woodley Last updated
Stock Market Trading Hours: What Time Is the Stock Market Open Today?
Markets When does the market open? It's true the stock market does have regular hours, but trading doesn't necessarily stop when the major exchanges close.
By Michael DeSenne Last updated
Bogleheads Stay the Course
Bears and market volatility don’t scare these die-hard Vanguard investors.
By Kim Clark Published
I-Bond Rate Is 5.27% for Next Six Months
Investing for Income I-Bonds issued November 1, 2023 through April 30, 2024 will have a rate of 5.27%.
By David Muhlbaum Last updated
What Are I-Bonds?
savings bonds Inflation has made Series I savings bonds enormously popular with risk-averse investors. So how do they work?
By Lisa Gerstner Last updated
This New Sustainable ETF’s Pitch? Give Back Profits.
investing Newday’s ETF partners with UNICEF and other groups.
By Ellen Kennedy Published
As the Market Falls, New Retirees Need a Plan
retirement If you’re in the early stages of your retirement, you’re likely in a rough spot watching your portfolio shrink. We have some strategies to make the best of things.
By David Rodeck Published