5. $SLVO -7.6%: UBS ETRACS Silver Shares Covered Call ETN. From $93.76 to $86.67. Silver gave back ground and $SLVO absorbed the full downside while its upside was already capped by the covered call strategy.
4. $SHLD -7.9%: Global X Defense Tech ETF. From $73.35 to $67.57. Same story as $EUAD. Defense names broadly sold off as ceasefire optimism pulled investors out of the trade.
@lifeofthebob Here you go. This shows the difference between $40k invested in savings vs an S&P 500 index (aka $VOO). I'm actually being generous and giving the savings account a 4% rate when the average over the past 20 years is around 2%.
@money_cruncher Agreed - I'd also throw in if your company offers an HSA and will put money in that account for you that would be a smart move as well. HSAs are basically retirement accounts hiding under its main purpose of paying for medical expenses. Nice tax benefits as well.
@ducksays@SCHD is a solid growth dividend fund, but it does lag behind general growth index ETFs over longer periods of time. You also have almost no international exposure with just $SCHD; many people forget the international markets have outperformed the US many times in the past.
If you're a Fidelity customer, they recently announced a $100 purchase service fee on 160+ additional non-Fidelity ETFs starting on 6/1/26. You can see the list here.
Some notable ETFs on the list:
$MAGS
$QDTE
$XDTE
$HNDL
$YBTC
https://t.co/OniHpbF6NH
@DvdndDiplomats They started doing this 2 years ago. Looks like it's tied to ETFs from these companies:
-Simplify Asset Management
-AXS Investments
-Day Hagan
-Sterling Capital
-Cambiar Investors
-Regents Park Funds
-Rayliant
-Adaptive ETFs
-Running Oak Capital
https://t.co/lsxLQJUR83
@DevotedDividend As long as you're ok with the very heavy overlap in this portfolio (>60%) then that's fine. It clearly is tech heavy at 43% and it almost solely relies on US Markets with very little international exposure (3%).
4. $USO -7.0%: United States Oil Fund. From $124.82 to $116.04. Oil continued pulling back as ceasefire talks progressed and traders priced in a gradual reopening of the Strait of Hormuz.