CITEC

🚨 Market Overview: Year-to-Date as of August 30th 🚨 Here are some key highlights from ETF performance this year: 📈 U.S. Equities have shown strong results, with the U.S. total market ETF (VTI) up +18.8%. 🔥 Large-Cap Growth companies outperformed the broader market, with the Russell 1000 Growth ETF (VONG) gaining +21%. 📉 Small-Cap Stocks lagged, with the Russell 2000 ETF (VTWV) up just +10%. 🌍 Developed Markets had a solid run but still trailed U.S. equities, especially with deeper drawdowns in August. 📊 India drove growth in Emerging Markets, with the FLIN ETF up +20%, while China and Brazil underperformed at +3% and -11%, respectively. 🏦 The Financial Sector (XLF), Utilities, and Communication Services outperformed other sectors. 🏥 Healthcare and Consumer Staples showed solid gains of +16% with lower volatility. 💼 High Yield Bonds (HYG) delivered a strong return of +6.3% with minimal volatility. 🔻 Long-Term U.S. Treasuries (TLT) were flat, with a 0% return for the year. Want to dive deeper into these trends? 📊 Join us for our webinar today and get two months of free access to our platform! 🗓️ Wednesday, September 4th 🕚 11:00 AM ET #MarketUpdate #ETFs #Investing #Finance #Webinar

THE MAGNIFICENT SEVEN-WEIGHT IN INDEXES 🚀 The Magnificent Seven: Dominating U.S. Indexes Curious about the tech giants reshaping the U.S. markets?  Register now to explore the impact of these market leaders and enjoy two months of free access to our platform! The Magnificent Seven—a group of leading tech giants—are heavily influencing major U.S. indexes, including the US Total Market (VTI), S&P 500 (SPY), and Nasdaq 100 (QQQ). With their massive market caps, Apple (AAPL) stands out as a key player. As our focus sharpens on the Tech sector, these companies' influence continues to grow. Indeed, when we analyze their weight in another well-known index, the Dow Jones Industrial Average, we notice a lower representation. In fact, only AAPL, AMZN, and MSFT are listed there, with Microsoft (MSFT) holding the biggest weight among the three. The recent outperformance of these indexes has been driven largely by the incredible growth of NVIDIA (NVDA). However, a backtest of an equal-weighted Magnificent Seven portfolio reveals that drawdowns tend to be twice as severe as those of the benchmark. While their dominance fuels growth, it also introduces significant risks. 📅 Want to dive deeper into this topic? Don't miss out on this opportunity—secure your spot now! 🚀 Herbert Blank Fernando Domecq #assetmanagement #magnificentseven #GOOGL #AAPL #NVDA #TSLA #MSFT #AMZN #META #wealthmanagement #diversification

Update Alert 🗓️ Our upcoming webinar, "Beyond the Magnificent Seven: Smart Diversification for 2024," has a new date: Wednesday, September 4th, 11:00 AM ET. We encourage you to secure your spot in this informative session. It's a great opportunity to gain valuable insights for the year ahead. Don't miss out—register now via the link below: 🔗https://lnkd.in/dSMxNf2k

🚀 Webinar Alert: “Beyond the Magnificent Seven: Smart Diversification for 2024” 🚀 🎁 Bonus: Register now and enjoy 2 months of FREE access to our premium platform—packed with tools and resources to elevate your financial strategies and  insights. Are you prepared to navigate the evolving market landscape in 2024? Join our exclusive webinar designed for finance professionals like Asset Managers, Wealth Managers, RIAs, Family Offices, Private Bankers, and Individual Investors. 🔑 What’s in it for you? Expert insights on diversification strategies beyond the big tech names. Tailored advice to help you stay ahead of market trends and optimize client portfolios. 👉 Don’t miss out! Early registration is key. Secure your spot today: Register Here 🔗  https://lnkd.in/dSMxNf2k #FinanceWebinar #InvestmentStrategies #Diversification2024 #AssetManagement #WealthManagement #FinancialPlanning

🌍 Developed Markets in Focus: A Closer Look at Recent Trends Developed markets have shown solid performance this year, aligning with historical averages (6-9% annual returns). However, they continue to underperform compared to U.S. equities, highlighting a persistent gap. The global market decline in early August hit these markets particularly hard, with developed regions outside the U.S. feeling the impact more intensely. Interestingly, the correlation between European and Japanese markets to the S&P 500 remains strong, exceeding 60%. Understanding these correlations is key for strategic portfolio diversification. Interested in diving deeper into this topic? Join us for our upcoming webinar on Wednesday and gain two months of free access to our platform. Date & Time 🗓️ Wednesday, September 4th 🕚 11:00 AM ET Don’t miss this opportunity to gain actionable insights for the year ahead. Register now by clicking the link below: 🔗  https://lnkd.in/dJxukq9b #Webinar #Finance #Investing #Diversification #AssetManagement #WealthManagement #MarketTrends

Great post! The insights shared here are so relevant, especially with the upcoming webinar.📚💡 If you haven’t registered yet, make sure to sign up in the link below—it's going to be packed with valuable information! 🚀 🔗 https://lnkd.in/dSMxNf2k

Good news! 🚀 Our upcoming webinar, "Beyond the Magnificent Seven: Smart Diversification for 2024" is just around the corner. We encourage you to register and participate in this insightful session. Don't miss out—register now via the link below! 🔗 https://lnkd.in/dSMxNf2k #Webinar #Finance #Investing #Diversification #AssetManagement #WealthManagement #MarketTrends

Exciting News! We invite you to visit our website and read our latest publication. We hope you find it both engaging and insightful, whether you're an advisor, wealth manager, or asset manager. Wishing everyone a great week ahead!

Achieve a Well-Diversified Portfolio with Just One ETF Tailored to Your Risk Profile! Wealth and Asset Managers, are you looking for a simple, cost-effective way to provide your clients with global exposure? Allocation ETFs might be the solution you need. 🧠 What is an Asset Allocation ETF? An Asset Allocation ETF, or Exchange-Traded Fund, is designed to provide a diversified mix of assets—like stocks and bonds—aligned with a specific risk level or investment goal. These funds automatically adjust their asset mix based on the investor's risk tolerance, offering more bonds for conservative profiles and more stocks for aggressive ones. Automatic rebalancing ensures that the fund maintains its target allocation, providing a simple and efficient way to achieve diversification without the need for individual stock picking. 🌍 Why Consider Allocation ETFs? Cost-Effective + Diversification: These ETFs offer broad market exposure, covering over 2,000 companies and governments, at a fraction of the cost. With a low expense ratio (0.15% TER) and minimal initial investment, they’re a great entry point for new investors. Automatic Rebalancing: Quarterly rebalancing ensures portfolios remain aligned with market conditions, reducing the need for constant oversight. ⚖️ Pros and Limitations: Pros: Affordable and diversified. Easy to implement with low starting capital. Limitations: Customization is limited, making it difficult to exclude specific sectors. Less flexibility for tactical market adjustments (e.g., heavy US market exposure). Limited tax-loss harvesting opportunities. 🛠️ How Can Advisors Use Them? Portfolio Foundation: Use them as a stable base to help manage risk and provide consistent exposure. Client Introduction: Perfect for clients new to investing—allowing them to start small before moving to more tailored solutions. 🔍 Why iShares Allocation ETFs? We've selected four iShares ETFs to match different risk profiles: iShares Core Conservative Allocation ETF (AOK) (+3.7% 5Y annualized return) iShares Core Moderate Allocation ETF (AOM) (+4.9% 5Y annualized return) iShares Core Growth Allocation ETF (AOR) (+7.0% 5Y annualized return) iShares Core Aggressive Allocation ETF (AOA) (+9.1% 5Y annualized return) Each targets a different risk profile but shares a competitive Total Expense Ratio (TER) of 0.15%. Managed by @iShares, under @BlackRock’s expertise—managing $3.3 trillion in assets—these ETFs offer a reliable, diversified, and globally recognized option for your clients. Explore how these ETFs can enhance your portfolio strategy and provide your clients with a well-diversified investment option. #WealthManagement #ETFs #PortfolioDiversification #InvestmentStrategy #Citec #Citecsolutions #assetallocation #iShares #BlackRock

"Achieve smarter diversification in your equity portfolios! 📈🔍 As financial advisors, it’s essential to maximize returns while minimizing risks. Our latest article explores how to go beyond traditional large-cap indexes like the S&P 500 by incorporating mid-cap, small-cap, and international ETFs. Discover strategies to reduce over-reliance on mega-cap stocks and build a more resilient portfolio. Dive into the details and enhance your investment approach! #FinancialAdvisors #PortfolioManagement #ETFs #InvestmentStrategy #Diversification #ishares #vanguard