Consumer Staples Ownership
| XLP Etf | USD 79.36 0.39 0.49% |
Consumer |
Consumer Etf Ownership Analysis
Consumer Staples is is formed as Regulated Investment Company in the United States. ETF is managed and operated by State Street Bank and Trust Company. The fund has 66 constituents with avarage daily trading value of 16.4 M. The fund charges 0.03 percent management fee with a total expences of 0.09 percent of total asset. The fund generated five year return of 11.0%. Consumer Staples Select keeps 99.89% of net assets in stocks. This fund last dividend was 0.0903 per share. In seeking to track the performance of the index, the fund employs a replication strategy. SP 500 is traded on NYSEARCA Exchange in the United States. For more information please call the company at NA.Sector Exposure (%)
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Consumer Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Consumer Staples , and the less return is expected.
Investment Allocations (%)
Top Etf Constituents
| WBA | Walgreens Boots Alliance | Stock | |
| CL | Colgate Palmolive | Stock | |
| COST | Costco Wholesale Corp | Stock | |
| EL | Estee Lauder Companies | Stock | |
| KMB | Kimberly Clark | Stock | |
| KO | The Coca Cola | Stock | |
| MDLZ | Mondelez International | Stock | |
| MO | Altria Group | Stock | |
| PEP | PepsiCo | Stock | |
| PG | Procter Gamble | Stock | |
| PM | Philip Morris International | Stock | |
| WMT | Walmart | Stock | |
| CVS | CVS Health Corp | Stock |
Institutional Etf Holders for Consumer Staples
| MPRO | Northern Lights | Etf | |
| TDSB | Cabana Target Drawdown | Etf | |
| CSPGX | Astor Star Fund | Mutual Fund | |
| BUYW | Main Buywrite ETF | Etf | |
| HTDCX | Hanlon Tactical Dividend | Mutual Fund | |
| OWSMX | Old Westbury Small | Mutual Fund | |
| SDRCX | Swan Defined Risk | Mutual Fund | |
| HTDIX | Hanlon Tactical Dividend | Mutual Fund | |
| HTDRX | Hanlon Tactical Dividend | Mutual Fund | |
| HTDAX | Hanlon Tactical Dividend | Mutual Fund | |
| ASPGX | Astor Star Fund | Mutual Fund | |
| SDRIX | Swan Defined Risk | Mutual Fund | |
| SDRAX | Swan Defined Risk | Mutual Fund | |
| EQL | ALPS Equal Sector | Etf | |
| SSUS | Day HaganNed Davis | Etf | |
| STARX | Astor Star Fund | Mutual Fund | |
| XLSR | SPDR SSGA Sector | Etf | |
| FTGWX | Salient Tactical Growth | Mutual Fund | |
| FTGOX | Salient Tactical Growth | Mutual Fund | |
| FTAGX | Salient Tactical Growth | Mutual Fund | |
| CPLSX | Calamos Phineus Longshort | Mutual Fund | |
| CPCLX | Calamos Phineus Longshort | Mutual Fund |
Consumer Staples Outstanding Bonds
Consumer Staples issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Consumer Staples Select uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Consumer bonds can be classified according to their maturity, which is the date when Consumer Staples Select has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View | |
| MPLX LP 4875 Corp BondUS55336VAJ98 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View |
Pair Trading with Consumer Staples
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Consumer Staples position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Consumer Staples will appreciate offsetting losses from the drop in the long position's value.Moving together with Consumer Etf
| 0.86 | VDC | Vanguard Consumer Staples | PairCorr |
| 0.85 | IYK | iShares Consumer Staples | PairCorr |
| 0.9 | KXI | iShares Global Consumer | PairCorr |
| 0.86 | FSTA | Fidelity MSCI Consumer | PairCorr |
Moving against Consumer Etf
| 0.55 | USD | ProShares Ultra Semi | PairCorr |
| 0.51 | GBTC | Grayscale Bitcoin Trust | PairCorr |
| 0.34 | FNGU | MicroSectors FANG Index Symbol Change | PairCorr |
| 0.33 | FNGO | MicroSectors FANG Index | PairCorr |
The ability to find closely correlated positions to Consumer Staples could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Consumer Staples when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Consumer Staples - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Consumer Staples Select to buy it.
The correlation of Consumer Staples is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Consumer Staples moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Consumer Staples Select moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Consumer Staples can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Consumer Staples Select. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
The market value of Consumer Staples Select is measured differently than its book value, which is the value of Consumer that is recorded on the company's balance sheet. Investors also form their own opinion of Consumer Staples' value that differs from its market value or its book value, called intrinsic value, which is Consumer Staples' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Consumer Staples' market value can be influenced by many factors that don't directly affect Consumer Staples' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Consumer Staples' value and its price as these two are different measures arrived at by different means. Investors typically determine if Consumer Staples is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Consumer Staples' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.