SteelPath June MLP updates and news
Posted on: June 22, 2020 Posted by: Sahan Comments: 0

SteelPath June MLP updates and news

May performance reflected improving sentiment as COVID-19 containment efforts ease in many locations. Furthermore, midstream investor anxieties may have been calmed by efforts to improve free cash flow generation and financial results that have exceed Wall Street’s expectations. MLP Market Overview Midstream MLPs, as measured by the Alerian MLP Index (AMZ), ended May up 6.9% on a price basis and up 9.0% once distributions were considered. The AMZ results outperformed…

Transactions: An Overview
Posted on: June 19, 2020 Posted by: Sahan Comments: 0

Transactions: An Overview

TABLE OF CONTENTS Table: Transaction Timelines Table: Transaction Limits Investing Transactions Cash Reserve Transactions Checking Transactions Video: How Does Betterment Move My Money? Table: Transaction Timelines From: To: Individual investing To: Joint investing To: Individual Cash Reserve To: Joint Cash Reserve To: Betterment Checking To: Non-Betterment checking Individual investing 1-2 days 1-2 days**** 1-2 days 1-2 days**** 4-5 days* 4-5 days* Joint investing 1-2 days**** 1-2 days 1-2 days**** 1-2…

US REIT Preferred: A potential bright spot in challenging times
Posted on: June 16, 2020 Posted by: Sahan Comments: 0

US REIT Preferred: A potential bright spot in challenging times

Real estate investment trusts (REITS) have recovered from the coronavirus with the broader market, but real estate investors now face the prospect of persistently low rates, high volatility and slow economic growth. One potential bright spot in this challenging environment is US REIT preferred securities. This lesser known part of the real estate capital structure has historically offered higher yields and lower volatility than REIT common stock as well as…

Graph showing how much the check will be for each filing status and # of dependents
Posted on: June 13, 2020 Posted by: Sahan Comments: 0

Coronavirus Relief Measures Are On The Way

In response to the coronavirus (COVID-19) pandemic, Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. At a cost of $2 trillion, the White House stated that it’s ”the single-biggest economic relief package in American history.” The CARES Act is 335 pages long, and includes emergency measures to help hospitals, local governments, small businesses, and more. Individuals and families are also assisted directly through one-time stimulus checks, which…

Portfolio positioning for a recovery scenario
Posted on: June 10, 2020 Posted by: Sahan Comments: 0

Portfolio positioning for a recovery scenario

In response to numerous client questions about portfolio positioning for a recovery scenario, we provide a historical perspective on stock market, sector, size, style and regional allocations. Also, we juxtapose typical recovery performance trends against recent price action. At present, we observe that some performance trends—for now, at least—do hint at a potential recovery, including the recent outperformance of stocks relative to bonds, cyclical sectors relative to defensive ones and…

Betterment’s 75% Stock Portfolio—Yearly Returns and Largest Drawdowns
Posted on: June 7, 2020 Posted by: Sahan Comments: 0

Our Portfolio Is Built To Withstand Market Drops

We’ve recently seen a sizable drop—or in other words, a drawdown—in the stock market. In fact, it’s large enough to push U.S. equity markets into the first bear market in over ten years. While the last decade has been generally great for investors, there have been a few bumps along the way—like in 2018, when the Dow and S&P 500 both experienced the worst performance during the month of December…

Need some good news? Markets, economy do offer some
Posted on: June 4, 2020 Posted by: Sahan Comments: 0

Need some good news? Markets, economy do offer some

John Krasinksi of The Office and Jack Ryan fame recently initiated a web series entitled “Some Good News.” It’s a news program devoted entirely to good news. I wish I had thought of that. Since I didn’t, I’m left to borrow the concept. This blog, and subsequent ones in this series, will be devoted entirely to producing lists of good (or less bad) news. After all, as Dwight Schrute says…

Jon Stein
Posted on: June 1, 2020 Posted by: Sahan Comments: 0

Jon Stein: Thoughts on the Volatile Market

I started today like I imagine a lot of people around the world might have: Wondering about the latest news. Helping my wife come up with new ideas to entertain our two young daughters. Thinking about how fortunate we are to be together and healthy, and about those most vulnerable during these uncertain times. Connecting with coworkers remotely (and missing our in-person interactions). I’ve also been thinking about my family’s…

5 things to know about Chinese and emerging market stocks
Posted on: May 29, 2020 Posted by: Sahan Comments: 0

5 things to know about Chinese and emerging market stocks

As the world remains in the grip of the coronavirus, we’ve received many questions about the outlook for Chinese and emerging market (EM) stocks—as China was ground zero for the pandemic. First and foremost, we’re asked what the challenges and opportunities are for that country and region? Meanwhile, US and developed market (DM) stocks have delivered outperformance for the past decade or more. Will they continue to do so? In…

Bar chart showing how SRI our portfolio has been over time
Posted on: May 26, 2020 Posted by: Sahan Comments: 0

Our SRI Portfolio Just Got Even Better

We continually monitor developments in the markets in order to improve our products for our customers. Because of our commitment to continuous improvement, we’ve recently updated our portfolio to be an even better option for customers interested in socially responsible investing. Try our improved SRI portfolio Sign up Our Socially Responsible Investing (SRI) portfolio strategy combines our robust portfolio allocation and low-cost funds—with an added socially responsible focus. We do…