Invest 7k in this portfolio for the month of June xlu xlp spyd sgov schg schd schb jepq fhlc fdis dgro
6/6/2025 08:15am
For the month of June 2025, investing $7,000 in the specified portfolio involves allocating the funds across a range of ETFs to achieve diversification and optimize returns. Here’s a breakdown of the allocation for June:
1. **Utilities Select Sector SPDR Fund (XLU)**:
- Invest $1,400. This ETF provides exposure to the utilities sector, which often offers stable dividend income.
2. **Consumer Staples Select Sector SPDR Fund (XLP)**:
- Invest $1,400. Focused on consumer staples, this ETF offers consistent demand and revenue streams.
3. **SPDR Portfolio S&P 500 High Dividend ETF (SPYD)**:
- Invest $1,400. Emphasizes high dividend yields, suitable for income-focused investors.
4. **iShares 0-3 Month Treasury Bond ETF (SGOV)**:
- Invest $1,400. Provides exposure to short-term US government bonds, offering liquidity and stability.
5. **Schwab U.S. Large-Cap Growth ETF (SCHG)**:
- Invest $1,400. Focuses on large-cap growth stocks, which may offer potential for capital appreciation.
6. **Schwab U.S. Dividend Equity ETF (SCHD)**:
- Invest $1,400. Emphasizes dividend-paying stocks, which can provide regular income alongside capital growth.
7. **JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)**:
- Invest $1,400. Incorporates ESG considerations and seeks income generation, potentially enhancing the portfolio’s sustainability and yield.
8. **Fidelity MSCI Health Care Index ETF (FHLC)**:
- Invest $1,400. Provides exposure to the health care sector, which can offer both growth and stability.
9. **Fidelity MSCI Consumer Discretionary Index ETF (FDIS)**:
- Invest $1,400. Focuses on consumer discretionary stocks, which can benefit from economic growth and consumer spending trends.
10. **iShares Core Dividend Growth ETF (DGRO)**:
- Invest $1,400. Emphasizes dividend growth, which can be a key driver of stock price appreciation and provides regular income.
The total allocation for June 2025 amounts to $14,000 across 10 ETFs, achieving a balanced mix of sectors and investment objectives. This allocation is designed to provide a diversified portfolio with a mix of income-focused and growth-oriented ETFs, suitable for a monthly investment of $7,000.