Staying Invested, Diversified and Ahead With ETFs

With AI-driven fears rising and uncertainties remaining high, diversification matters more than ever. Staying diversified with ETFs may be the smartest long-term move.

Zacks Investment Research • Feb 18, 2026

ETFs Worth Watching as Debt Pressures Continue to Build

With U.S. debt on track for new highs, investors should turn to defensive ETF strategies for stability.

Zacks Investment Research • Feb 12, 2026

AOR: A Traditional Strategy Works

I recommend iShares Core 60/40 Balanced Allocation ETF (AOR) as a core holding for index portfolios, leveraging its classic 60/40 equity-fixed income allocation. AOR is well-positioned for a macro backdrop of gradual rate cuts and controlled inflation, which should benefit both its bond and equity exposures. The ETF offers broad diversification through seven underlying ETFs, maintaining a 60.58% equity and 38.97% fixed income split, with a 0.15% expense ratio.

Seeking Alpha • Jan 8, 2026

iShares AOR ETF Is A Whole 60/40 Portfolio In One, Perfect For Retirees

Retirees face a portfolio puzzle: how to generate returns without losing sleep during market turbulence.

24/7 Wall Street • Dec 22, 2025

60/40 Portfolio Comeback: AOR ETF Matches S&P 500 Return So Far (Downgrade)

iShares Core 60/40 Balanced Allocation ETF has delivered a 14% total return, matching SPY, aided by international exposure and bond performance. I'm downgrading AOR to "Hold" due to elevated global equity valuations and lower bond yields, signaling less attractive risk/reward ahead. AOR remains diversified, low-cost, and liquid, but technical indicators suggest potential near-term weakness and softer future gains.

Seeking Alpha • Oct 17, 2025

AOR Can Be The Passive Investor's Answer To No-Maintenance Investing

AOR offers a low-cost, diversified 60/40 equity and fixed income allocation, ideal for passive investors seeking a hands-off, all-in-one portfolio solution. While AOR provides broad asset class exposure and automatic rebalancing, it has historically underperformed lower-cost alternatives like VBAIX and VTI/BND blends. AOR's volatility can be higher due to small- and mid-cap exposure, but its structure helps minimize downside risk and simplifies portfolio management.

Seeking Alpha • Aug 5, 2025

ETF Strategies to Follow in 2H 2025

Markets hit new record with bets on a "Goldilocks" economy, but volatility persists. AI and international ETFs like QQQ, IVES and EZU could be good bets for 2H.

Zacks Investment Research • Jul 3, 2025

Should You Invest in Multi-Asset ETFs Now?

Volatile markets revive interest in multi-asset ETFs like AOR, AOA, AOM, AOK and MDIV for balanced growth, income and diversification.

Zacks Investment Research • May 23, 2025

Enough With 60/40, Consider 100% Dividend Strategy For Retirement

The 60/40 portfolio, with 60% in equities and 40% in bonds, has long been the gold standard in the investment game. Yet, it has failed to deliver on its promise. In my view, a durable income strategy is a better approach, especially for funding retirement and becoming financially independent.

Seeking Alpha • Apr 18, 2025

Retirees Can Look At Balanced Allocation ETFs For An Easier Time Managing Their Wealth

Retirees looking for more of a one-stop-shop investment solution that takes care of asset allocation may wish to check out some of the “balanced” ETF offerings offered by iShares.

24/7 Wall Street • Mar 8, 2025