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PCE 지표 뒤에 숨은 소비의 디커플링이 미치는 영향 2023.07.18해당카페글 미리보기
the elevated discretionary spending we're seeing in these figures is being driven by wealthier or higher-income...end are having to cut back 그리고 그것이 다음같이 결론으로 이어집니다. Even if the steam engine of consumer spending...
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Vanguard's Consumer Staples ETF Is A Low-Cost SWAN Fund 2023.02.22해당카페글 미리보기
market volatility. That's because the relatively un-glamorous yet defensive-oriented consumer staples companies make non-discretionary products that consumers require in good times and bad. In addition, companies that make consumer...
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DIVI: International Dividend Fund With A Low-Risk Profile /vigi 2023.02.21해당카페글 미리보기
author: data: Franklin Templeton) Financials are the heaviest sector with 21.5% of asset value. Healthcare, consumer discretionary and industrials are between 10% and 13%. Other sectors are below 9%. Sector breakdown (chart: author: data...
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SPY: Hanging On Precariously 2023.02.17해당카페글 미리보기
nearly 30% from its October lows, inching closer to its August highs, outperforming the S&P 500. Also, the Consumer Discretionary Select Sector ETF (XLY) has recovered more than 25% from its October lows through its early February highs...
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코리아 디스카운트 원인 분석 2023.02.16해당카페글 미리보기
가장 격차가 큰 섹터는 유틸리티로 선진국의 25%에 불과하며, 기술(technology), 산업재(industrial), 경기소비재(consumer discretionary), 금융(financials) 등도 40~50% 수준이다. 부동산 섹터에 속하는 국내 상장기업은 8개사에 불과하므로, 사실상...
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How the young spend their money 2023.01.21해당카페글 미리보기
consider discretionary, such as wellness and luxury, have become essentials. Self-care is all the rage. On the hunt for clothing that will set them apart, the young are turning to posh brands at an ever more tender age. According to Bain...
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In 2015, the overall market lost almost 1%.. 2022.12.10해당카페글 미리보기
In 2015, the overall market lost almost 1%... but the Consumer Discretionary sector (that's things like cars... and clothes.... and luxury goods) went up 10%: Same thing in 2018... the overall market went down 6%, but if you focused on...
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QQQ Vs SPYG: Which Is The Best Growth ETF For The Future? 2022.06.01해당카페글 미리보기
that will make for the blockbusters of the next decade or two will come from other sectors: Health Care, Consumer Discretionary, and even, perhaps Financials, given the revolutionary changes being brought about by the radical new ways to...
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오늘 있었던 일, 앞으로 일어날 일(상상) 2021.08.19해당카페글 미리보기
등의 경기가 꺾인다는 우려에 에너지(XLE)가 많이 빠졌네요.... 내 XOM 어쩌냐..... ㅠㅠ 그런데, 오호라... XLY(Consumer Discretionary)만 혼자 올랐네요? 그럼 앞으로 조정이 온다면 XLY쪽 몰빵 가즈아...? 물론 아니죠 ㄷㄷㄷ 좀더 들여다봐야죠.. XLY...
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경기둔화 우려·금리하락에..美경기소비재·금융 ETF 자금 유출 2021.07.21해당카페글 미리보기
수익률 하락이 나타나고 있다. (사진=AFP/연합뉴스 제공) 20일 ETF닷컴에 따르면 미국에 상장된 경기소비재 ETF인 ‘Consumer Discretionary Select Sector SPDR’(XLY)는 19일(현지시간) 전 거래일보다 1.15% 내린 175.97달러를 기록했다. 5거래일 연속...