ニュース · QuantAbundancia

24/7 Wall St.2d agoneutral

The Tax-Loss Harvest That Cost a 66-Year-Old Retiree $2,400 in Wash-Sale Penalties She Never Saw Coming

The retiree was 66, single, living in Pennsylvania, and relying on a $1.1 million brokerage account to supplement her Social Security income. Her goal was straightforward: generate about $55,000 a year from the portfolio to cover the gap between her guaranteed income and the cost of remaining in her home. She followed the standard retirement playbook ... The Tax-Loss Harvest That Cost a 66-Year-Old Retiree $2,400 in Wash-Sale Penalties She Never Saw Coming

24/7 Wall St.13d agoneutral

iShares Core S&P Total U.S. Stock Market ETF’s 0.03% Fee and BlackRock Scale Face Off Against Vanguard Total Stock Market ETF’s Structural Advantages

Vanguard Total Stock Market ETF (NYSEARCA:VTI) and iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT) both promise the entire investable US equity market in a single ticker. Yet the index each fund tracks, the issuer behind it, and the fee structure differ in ways that matter once you commit real capital. With volatility now ... iShares Core S&P Total U.S. Stock Market ETF’s 0.03% Fee and BlackRock Scale Face Off Against Vanguard Total Stock Market ETF’s Structural Advantages

Barrons.com29d agoneutral

The One Bond Alternative You Should Consider. It Isn’t What You Think.

Some financial pros recommend using low-volatility stocks and annuities as alternatives to bonds, but both have shortcomings. There’s another option.

ITOT

Zacks50d agoneutral

Big Tech's $635B AI Push Meets Energy Crunch: ETFs to Diversify

Rising oil prices threaten to derail Big Tech's massive AI push. Staying diversified with ETFs may be the smartest long-term move.

ITOT VBR

24/7 Wall St.128d agoneutral

iShares ETF Has A ‘Set And Forget’ Investment For Retirees You Don’t Need To Overthink

The hardest part of retirement investing isn’t picking stocks or timing the market – it’s resisting the urge to do either. iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT) solves this by offering exposure to the entire U.S. equity market in a single position, charging just 0.03% annually, and requiring no ongoing decisions beyond ... iShares ETF Has A ‘Set And Forget’ Investment For Retirees You Don’t Need To Overthink

ITOT

24/7 Wall St.153d agoneutral

ITOT’s 37% Concentration in Top Ten Holdings Could Make or Break 2026 Returns

The iShares Core S&P Total U.S. Stock Market ETF (NYSE:ITOT) returned 16.4% through mid-December, tracking the broad U.S. equity market’s strong 2025. With tech stocks dominating returns and the fund trading near its November peak, investors are asking whether another double-digit year is realistic or if the easy gains are behind us. The answer hinges ... ITOT’s 37% Concentration in Top Ten Holdings Could Make or Break 2026 Returns

ITOT

Zacks167d agoneutral

ETFs to Keep Your Portfolio on Track in the Long Term

Despite November's volatility, optimism is returning to Wall Street. Discover how long-term strategies combined with ETFs can help investors build resilient portfolios ready to capture the next phase of the bull market.

ITOT IWD IWF

GuruFocus.com187d agoneutral

Yale University's Strategic Investment in Vera Therapeutics Inc: A 32.26% Portfolio Stake

Exploring Yale's Investment Moves in the Third Quarter of 2025

ITOT

Zacks187d agoneutral

Buffett's Investing Lessons: What They Mean for ETF Investors

Buffett's final lessons guide ETF investors toward discipline, cash strength and quality picks like SPY, ITOT, VTV and MINT.

ITOT