2 ETF's YOU SHOULD NEVER SELL!!!

Imagine having two cornerstone investments in your portfolio that provide both growth and stability, no matter what the market throws at you. Long-term success and peace of mind is the desire of every investor. I’ve researched to find to funds that provide that success and peace you’re looking for. Ready to learn about the ETFs you should never sell? Keep reading—this information could change your financial future.

What is an ETF?

Before we dive in, let’s make sure everyone’s on the same page. An ETF, or exchange-traded fund, is essentially a collection of stocks, bonds, or other assets, grouped into a single fund. When you buy shares of an ETF, you’re technically not buying into single stocks; you’re buying shares of a fund. The fund is designed to track a specific index. ETFs allow you to invest in a wide array of companies with a single purchase, making them a powerful tool for diversifying your portfolio while keeping costs low.

Why BlackRock? A Financial Giant

The two ETFs I selected are both from BlackRock, one of the world’s largest and most trusted asset managers. As of August 2024, BlackRock manages $11.48 trillion in assets as of 10/11/2024. To put that in perspective, that’s more than the GDP of most countries! When you invest in a BlackRock ETF, you’re placing your trust in an organization with immense resources, expertise, and control, giving you a solid foundation for your financial future.

ETF #1: iShares Russell 1000 Growth ETF ($IWF)

The first ETF you should never sell is iShares Russell 1000 Growth ETF (ticker symbol IWF). This fund is designed to track the Russell 1000 Index, which represents the top 1,000 largest U.S. companies by market capitalization. The companies in this index tend to be well-established, growth-focused giants, making the IWF a powerful vehicle for long-term capital appreciation.

Top 10 Holdings of $IWF (49.7% of fund):

With high exposure to tech powerhouses like Apple, Microsoft, and Nvidia, this ETF offers robust growth potential. Its diversification across industries and massive companies ensures your portfolio can withstand market fluctuations while focusing on high-growth sectors.

Performance:

The IWF has historically provided strong returns and offers growth that can fuel long-term wealth accumulation.

ETF #2: iShares Core Dividend Growth ETF ($DGRO)

Next up is the iShares Core Dividend Growth ETF (ticker symbol $DGRO), which focuses on companies that not only pay dividends but also consistently grow them. This ETF tracks the Morningstar US Dividend Growth Index, meaning it’s loaded with companies that have a history of increasing their dividend payouts over time.

Top 10 Holdings of $DGRO (30.4%):

With its focus on dividend growth, $DGRO offers both income and stability. Its holdings in reliable dividend payers like Microsoft and Johnson & Johnson make it a cornerstone for any portfolio focused on long-term income generation.

Performance:

$DGRO has grown their dividend at a rate of 12.24%, annually, over the past 5 years. This high level of growth is a must for anyone looking to use dividends to buy more shares or establish passive income through dividends later in life.

With consistent growth in both dividends and capital appreciation, this ETF provides a strong balance of income and growth for your portfolio.

Why Hold These ETFs?

The beauty of combining $IWF and $DGRO in your portfolio is the balance between growth and stability. $IWF delivers high-growth potential through its focus on the largest U.S. companies, while $DGRO ensures steady dividend income and conservative growth. These two ETFs together cover the primary financial goals of any investor—growing your wealth while maintaining financial stability.

Incorporating these ETFs into your long-term financial strategy gives you access to some of the best-performing companies and sectors while mitigating risk through diversification. The simplicity of holding these funds long-term means you can sit back and let your investments work for you.

The Bottom Line: Never underestimate the power of a well-balanced, diversified portfolio. With these two ETFs, you're positioned to benefit from market growth and enjoy the stability that dividend-paying companies provide. Once these are in your portfolio, hold‼️ 🔒

Tweet of the Week