MarketPulse

capital preservation

11 articles
The Motley FoolThe Motley Fool··Eric Trie

RIA Advisory Group Builds $6.5M Position in First Eagle Overseas Equity ETF

RIA Advisory Group purchases $6.54M stake in actively managed First Eagle Overseas Equity ETF, signaling institutional confidence in international value investing.
FEOEvalue investinginstitutional investment
The Motley FoolThe Motley Fool··Robert Izquierdo

RBA's $320M Bet on CLOA Signals Institutional Confidence in CLO ETF Space

Richard Bernstein Advisors acquired 6.2M shares of iShares CLO ETF, signaling bullish outlook on income-focused, low-volatility fixed-income strategy.
CLOAactive managementdividend yield
The Motley FoolThe Motley Fool··Selena Maranjian

Becton Dickinson Emerges as Defensive Healthcare Play for Income-Focused Investors

BDX offers 2.7% dividend yield, 50+ years of annual growth, and valuation discount amid healthcare sector headwinds.
BDXvaluationdividend growth
The Motley FoolThe Motley Fool··Robert Izquierdo

SCHQ vs. SPLB: Comparing Schwab and State Street's Ultra-Low-Cost Bond ETFs

SPLB outperforms SCHQ over five years ($926 vs. $774), offering 5.38% yield from 3,000+ corporate bonds. SCHQ prioritizes safety with 0.03% fees and Treasury-only exposure.
SPLBportfolio diversificationdividend yield
The Motley FoolThe Motley Fool··Robert Izquierdo

BSV vs. IGSB: Choosing Between Safety and Yield in Bond ETF Showdown

Vanguard's BSV prioritizes safety and liquidity with $69.8B in assets and 30 Treasury holdings, while iShares' IGSB offers higher yields (4.5% vs 3.9%) from 4,500+ corporate bonds.
BSVIGSBportfolio diversificationdividend yield
The Motley FoolThe Motley Fool··Jonathan Ponciano

Major Investor Builds $5M Position in 2028 Bond ETF Amid Yield Hunt

Red Spruce Capital significantly increased its stake in the Invesco BulletShares 2028 Corporate Bond ETF, now representing 3.67% of fund assets through a deliberate fixed-income ladder strategy.
GOOGGOOGLABBVAMATBSCScapital preservationfixed income
The Motley FoolThe Motley Fool··Jonathan Ponciano

Red Spruce Boosts 2029 Bond ETF Position by $3.35M, Signals Confidence in Fixed Income

Red Spruce Capital increased Invesco 2029 Bond ETF holdings by $3.35M, reflecting institutional preference for defined-maturity fixed-income with predictable 4.5% yields.
GOOGGOOGLABBVAMATBSCTcapital preservationfixed income
Investing.comInvesting.com··Jeffrey Neal Johnson

Ball, Crown Emerge as Defensive Havens With Record Cash Flow and Rising Dividends

Ball and Crown report record 2025 results with strong cash flow. Analysts see 15-25% upside potential amid risk-off market conditions.
CCKBALLdividend growthpricing power
The Motley FoolThe Motley Fool··John Ballard

Flaharty Asset Management Adds $15M Position in Short-Duration Bond ETF

Flaharty Asset Management bought $14.8M in short-duration bond ETF shares, seeking yield near 4% while reducing interest rate risk amid anticipated monetary policy shifts.
JAAAFTSLFTSMMINTinstitutional investmentcapital preservation
The Motley FoolThe Motley Fool··Sara Appino

Red Wave Investments Substantially Expands Treasury Bill Allocation

Red Wave Investments significantly expanded its Treasury Bill ETF position by 44%, adding $5.63 million. The move reflects strategic rebalancing toward lower-duration fixed income amid interest rate considerations.
QQQVTIVBILVTportfolio allocationETF
The Motley FoolThe Motley Fool··Jonathan Ponciano

Major Advisor Liquidates Fallen Angel Bond Position as High-Yield Strategy Shifts

Hershey Financial Advisors liquidated its entire $3.95M fallen angel bond position, signaling a strategic shift toward capital preservation and shorter-duration instruments over high-yield exposure.
ANGLportfolio rebalancingfallen angel bonds