SPDW: Another SPDR ETF to add to your long-term portfolio

2020년 7월 3일

SPDW: Another SPDR ETF to add to your long-term portfolios.

Just a reminder: the IRS is allowing contributions until July 15th to your retirement accounts! So, if you have a couple thousand, I strongly recommend taking advantage of opening a Roth IRA.

Remember it is never too late to start saving!

Another addition I have made to my portfolio is SPDW. The SPDR Portfolio Developed World ex-US ETF is an excellent way to diversify your holdings to the global market without adding additional exposure to the US Markets. Additionally, SPDW offers a 3.64% Distribution Yield (TTM) (30 Day SEC yield of 2.84%) without the risks that are commonly attributed to emerging market funds.

The fund consists of well-known global corporations; NESN (Nestle) 1.69%, ROG (Roche) 1.40%, SMSN (Samsung) 1.26%, NOVN (Novartis) 1.23%, SAP (SAP) 0.81%, and AZN (AstraZeneca) 0.80%.
FactSet analysts give the ETF a “A” rating and XTF a 9.4 out of 10.0. The expense ratio of the ETF is miniscule at 0.04%.

SPDW appears to have stabilized from March lows but is still trading below its February highs. It would appear that this fund hasn’t fully recovered but is still an excellent choice for a long-term buy.

Long 150 Shares SPDW.