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US long-term bond yields remain high amid fiscal challenges and policy shifts, with proposals to revise bank rules to stabilize rates. Read my two cents on the SLR plan.
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We go over the latest tariff news and tell you how it is likely to shape the earnings picture, the trade deficit and the bond market. Read the full macro analysis here.
SeekingAlpha
Reviewing 2025's first half, a cautious approach yielded mixed results.
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Implied volatility declined across most asset classes last week, as equities rallied to new all-time highs. Click to read.
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What Will Investors Do With $7.4 Trillion?
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The total value of goods exchanged between the US and China plunged below 2020's pandemic era low in the second month of the new tariff war between two nations.
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| CBOE | -19.79% | $24.35B | +37.95% | 1.09% |
| ED | -13.59% | $35.78B | +11.77% | 3.38% |
| AWK | -11.97% | $27.50B | +7.88% | 2.23% |
| K | -9.88% | $27.53B | +40.77% | 2.87% |
| MKTX | -8.61% | $8.13B | +6.08% | 1.38% |
| CME | -6.47% | $99.33B | +45.14% | 1.75% |
| DG | -5.72% | $24.80B | -12.33% | 2.62% |
| KR | -5.11% | $46.11B | +34.48% | 1.84% |
| BCE | -4.86% | $22.04B | -24.19% | 10.28% |
| ASPS | -4.55% | $129.76M | +30.25% | 0.00% |
| VSA | -3.58% | $8.76M | -15.57% | 0.00% |
| LTM | -2.91% | $12.62B | -95.43% | 2.40% |
| AMT | -2.68% | $103.32B | +12.63% | 3.03% |
| UUU | -2.57% | $8.42M | +150.90% | 0.00% |
| TU | -2.42% | $25.24B | +7.19% | 6.97% |
| WTRG | -1.65% | $10.40B | -0.30% | 3.52% |
| MO | -1.54% | $100.29B | +27.49% | 6.88% |
| DUK | -1.36% | $90.40B | +15.23% | 3.60% |
| HUSA | -1.27% | $18.72M | -18.25% | 0.00% |
| ZCMD | -1.14% | $30.81M | +2.52% | 0.00% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| AEP | -0.11% | $55.53B | +18.55% | 3.53% |
| NEOG | -0.12% | $1.14B | -64.43% | 0.00% |
| EXC | -0.24% | $43.41B | +24.89% | 3.62% |
| AGL | -0.35% | $989.35M | -58.43% | 0.00% |
| VRCA | -0.58% | $79.72M | -89.21% | 0.00% |
| VSTA | -0.58% | $332.04M | +38.00% | 0.00% |
| STG | -0.84% | $31.09M | -22.74% | 0.00% |
| MSEX | 0.86% | $982.21M | +2.01% | 2.46% |
| DFDV | -0.93% | $298.06M | +2,070.86% | 0.00% |
| ZCMD | -1.14% | $30.81M | +2.52% | 0.00% |
| JNJ | 1.23% | $374.84B | +5.94% | 3.23% |
| HUSA | -1.27% | $18.72M | -18.25% | 0.00% |
| DUK | -1.36% | $90.40B | +15.23% | 3.60% |
| MO | -1.54% | $100.29B | +27.49% | 6.88% |
| SO | 1.55% | $100.30B | +16.82% | 3.18% |
| WTRG | -1.65% | $10.40B | -0.30% | 3.52% |
| LITB | 1.69% | $23.17M | -74.54% | 0.00% |
| IMDX | 2.12% | $83.22M | -2.68% | 0.00% |
| PPC | 2.23% | $10.85B | +36.15% | 0.00% |
| CYCN | 2.36% | $10.08M | +36.52% | 0.00% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| TAIL | -88.01% | $95.09M | 0.59% | |
| VIXY | -80.21% | $185.99M | 0.85% | |
| BTAL | -65.09% | $312.42M | 1.43% | |
| IVOL | -44.76% | $342.02M | 1.02% | |
| SPTS | -35.03% | $5.77B | 0.03% | |
| FTSD | -33.92% | $233.04M | 0.25% | |
| XONE | -33.44% | $627.68M | 0.03% | |
| FXY | -32.49% | $812.67M | 0.4% | |
| UTWO | -29.80% | $376.38M | 0.15% | |
| SCHO | -29.07% | $11.00B | 0.03% | |
| VGSH | -28.48% | $22.64B | 0.03% | |
| IBTI | -24.32% | $1.06B | 0.07% | |
| IBTG | -24.07% | $1.92B | 0.07% | |
| IBTH | -23.87% | $1.61B | 0.07% | |
| XHLF | -23.83% | $1.73B | 0.03% | |
| BILS | -22.38% | $3.80B | 0.1356% | |
| IBTJ | -21.45% | $682.49M | 0.07% | |
| SHYM | -20.63% | $355.63M | 0.35% | |
| IEI | -19.55% | $15.58B | 0.15% | |
| IBTK | -18.27% | $446.70M | 0.07% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| YEAR | -0.03% | $1.47B | 0.25% | |
| LMBS | -0.32% | $5.10B | 0.64% | |
| WEAT | -0.41% | $124.20M | 0.28% | |
| NUBD | 0.41% | $397.11M | 0.16% | |
| CTA | -0.49% | $1.06B | 0.76% | |
| IBMS | -0.55% | $89.52M | 0.18% | |
| CGCB | 0.56% | $2.51B | 0.27% | |
| TLH | 0.76% | $11.35B | 0.15% | |
| MLN | -0.90% | $514.61M | 0.24% | |
| BNDW | 0.94% | $1.29B | 0.05% | |
| SUB | 0.97% | $9.92B | 0.07% | |
| IBND | -1.19% | $410.99M | 0.5% | |
| FMB | 1.35% | $1.89B | 0.65% | |
| GOVI | -1.49% | $934.91M | 0.15% | |
| NYF | 1.49% | $890.40M | 0.25% | |
| BUXX | -1.53% | $312.37M | 0.25% | |
| FIXD | 1.67% | $3.41B | 0.65% | |
| SGOV | -1.68% | $50.43B | 0.09% | |
| SCHQ | 1.70% | $773.67M | 0.03% | |
| BSMR | 1.84% | $258.34M | 0.18% |
| Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
| BN | 84.93% | $103.50B | +46.08% | 0.54% |
| BNT | 83.85% | $12.62B | +46.50% | 0.00% |
| ITT | 82.74% | $12.41B | +25.16% | 0.84% |
| JHG | 82.54% | $6.34B | +16.95% | 3.87% |
| AXP | 82.38% | $222.07B | +33.32% | 0.95% |
| PH | 82.29% | $90.33B | +38.97% | 0.94% |
| TROW | 81.46% | $21.97B | -12.87% | 5.02% |
| ADI | 80.90% | $121.66B | +5.66% | 1.55% |
| KKR | 80.77% | $122.86B | +30.65% | 0.51% |
| MKSI | 80.45% | $7.01B | -22.60% | 0.84% |
| EMR | 80.25% | $78.04B | +26.59% | 1.51% |
| WAB | 80.13% | $36.24B | +34.69% | 0.42% |
| SEIC | 79.92% | $11.50B | +43.78% | 1.06% |
| BLK | 79.81% | $166.55B | +34.00% | 1.91% |
| BX | 79.77% | $189.69B | +28.92% | 2.23% |
| AMZN | 79.73% | $2.33T | +10.04% | 0.00% |
| GS | 79.62% | $213.95B | +47.47% | 1.71% |
| ARES | 79.53% | $38.25B | +29.92% | 2.33% |
| APO | 79.30% | $82.87B | +24.28% | 1.30% |
| DOV | 79.01% | $25.83B | +7.59% | 1.09% |
| Name | Correlation | AUM | Expense Ratio | |
|---|---|---|---|---|
| SPLG | 99.96% | $75.15B | 0.02% | |
| VOO | 99.95% | $694.25B | 0.03% | |
| BBUS | 99.91% | $5.09B | 0.02% | |
| IWB | 99.86% | $41.52B | 0.15% | |
| ESGU | 99.85% | $13.87B | 0.15% | |
| SPTM | 99.85% | $10.67B | 0.03% | |
| SCHX | 99.83% | $56.63B | 0.03% | |
| SCHK | 99.83% | $4.37B | 0.03% | |
| VV | 99.81% | $42.86B | 0.04% | |
| SPY | 99.80% | $643.57B | 0.0945% | |
| PBUS | 99.80% | $8.18B | 0.04% | |
| ILCB | 99.80% | $1.07B | 0.03% | |
| GSUS | 99.77% | $2.64B | 0.07% | |
| IYY | 99.75% | $2.50B | 0.2% | |
| VONE | 99.75% | $6.45B | 0.07% | |
| ITOT | 99.73% | $71.88B | 0.03% | |
| SCHB | 99.72% | $34.79B | 0.03% | |
| VOTE | 99.72% | $830.75M | 0.05% | |
| VTI | 99.72% | $506.22B | 0.03% | |
| DFUS | 99.71% | $15.74B | 0.09% |
Current Value
$625.751 Year Return
Current Value
$625.751 Year Return
IVV - iShares Core S&P 500 ETF contains 505 holdings. The top holdings include NVDA, MSFT, AAPL, AMZN, META
Name | Weight |
|---|---|
 NVDANVIDIA Corp. | 7.30% |
 MSFTMicrosoft Corp. | 7.00% |
 AAPLApple, Inc. | 5.94% |
 AMZNAmazon.com, Inc. | 4.00% |
2.95% | |
 AVGOBroadcom Inc. | 2.44% |
 GOOGLAlphabet, Inc. | 1.95% |
1.66% | |
 GOOGAlphabet, Inc. | 1.58% |
 TSLATesla, Inc. | 1.56% |
1.54% | |
1.15% | |
1.15% | |
 NFLXNetflix, Inc. | 1.04% |
0.91% | |
0.87% | |
0.83% | |
0.81% | |
 ORCLOracle Corp. | 0.71% |
0.71% | |
0.71% | |
0.69% | |
 ABBVAbbVie, Inc. | 0.63% |
0.60% | |
0.56% | |
0.53% | |
0.52% | |
0.52% | |
0.52% | |
0.51% | |
Sector | Weight |
|---|---|
Information Technology | 33.10% |
Financials | 14.01% |
Consumer Discretionary | 10.36% |
Communication Services | 9.59% |
Health Care | 9.20% |
Industrials | 8.61% |
Consumer Staples | 5.53% |
Energy | 3.22% |
Utilities | 2.39% |
Real Estate | 2.01% |
Materials | 1.91% |
| - | 0.00% |
