To The Moon

$SPDR Portfolio S&P 500 Value ETF(SPYV)$

Even though Growth stocks are on the rise lately, it is prudent to have Value stocks in a diversified portfolio to generate passive income through dividends.

$SPDR Portfolio S&P 500 Value ETF(SPYV)$ offers you Value Stocks in a huge basket of 443 holdings in just 1 trade!   SPYV ETF tracks the performance of the large and mid cap companies within the S&P500 universe.

The Top 10 holdings include Berkshire Hathaway,  Johnson & Johnson,  Exxon Mobil,  Procter & Gamble,  Chevron Corp,  United Health,  Coca-Cola,  Merck & Co.,  Walt Disney and Visa Inc.

Top 10 holdings weightage is 17.88%

Sector Allocation

Finance at 18%, Health Technology at 11%, Consumer Non Durable at 9%, Electronic Technology at 8%, Energy Minerals,  Utilities at 6%, Producer Manufacturing at 6%, Consumer Services at 6%, Technology Services at 5% and Retail Trade at 4%.

Expense Ratio is a low 0.04%

Dividends are paid quarterly.   The next Ex Dividend date is on 19 September 2022.   The current dividend yield is 2.10%.

Performance is up at 8.93% in just 1 month even though it is only up 0.82% in 1 year. 

I am bullish on $SPDR Portfolio S&P 500 Value ETF(SPYV)$ as it is very well diversified and minimises my risks on single stocks.   At the same time,  it is an low cost yet effective way to invest in the US value stocks.   Best of all,  I really look forward to collecting my dividends every 3 months.   The next lot of dividends is just around the corner on 19 September.  How good is that! 

$SPDR Portfolio S&P 500 Value ETF(SPYV)$ is also a defensive play and a great hedge against high inflation. 

@Daily_Discussion@TigerStars@MillionaireTiger@CaptainTiger