Here’s how to prepare your portfolio for the Fed’s next interest-rate moves
Published . Updated .
History suggests the bull market in stocks will continue if the Fed raises interest rates this week, but there are things investors can do to take some precaution if hikes continue.
Directly affected
- No company is named in this report.
Indirectly affected
- TLT iShares 20+ Year Treasury Bond
Long-term bonds move when yields change
- IEF iShares 7-10 Year Treasury Bond
Treasury bonds move when yields change
- SHY iShares 1-3 Year Treasury Bond
Short-term bonds move when the Fed changes rates
- SPY SPDR S&P 500
Stocks move when the Fed changes the rate path
- JPM JPMorgan Chase
Bank profits move with lending and interest rates
- BAC Bank of America
Bank profits move with lending and interest rates
- GS Goldman Sachs
Bank profits move with lending and interest rates
- XLF Financial Select Sector SPDR
A fund of financial companies
- KRE SPDR S&P Regional Banking
Regional banks are sensitive to interest rates
- AGZD WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND
GA selected AGZD as a RELATED security because its canonical security name directly matches this event's themes: interest, rate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
History suggests the bull market in stocks will continue if the Fed raises interest rates this week, but there are things investors can do to take some precaution if hikes continue.
Source: MarketWatch
Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) since this story, compared with the market
Since the first closing price after “Here’s how to prepare your portfolio for the Fed’s next interest-rate moves,” Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) is -0.22%. The S&P 500 fund (SPY) is +1.21% over the same days, a -1.43% difference versus the market.
Who gains and who loses around Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD)
Companies mentioned with this story
- AGZD Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund
In “Here’s how to prepare your portfolio for the Fed’s next interest-rate moves,” Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) is linked, with no stored direction, medium confidence. Reason on file: GA selected AGZD as a RELATED security because its canonical security name directly matches this event's themes: interest, rate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- PFIX Simplify Interest Rate Hedge ETF
For “Here’s how to prepare your portfolio for the Fed’s next interest-rate moves,” Simplify Interest Rate Hedge ETF (PFIX) is linked, with no stored direction, medium confidence. Reason on file: GA selected PFIX as a RELATED security because its canonical security name directly matches this event's themes: interest, rate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- FAS Direxion Daily Financial Bull 3X Etf
Direxion Daily Financial Bull 3X Etf (FAS) is linked, with no stored direction, medium confidence in the 14 Sep 2026 story “Here’s how to prepare your portfolio for the Fed’s next interest-rate moves.” Reason on file: GA selected FAS as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- XLF Select Sector Spdr Tr
For “Here’s how to prepare your portfolio for the Fed’s next interest-rate moves,” Select Sector Spdr Tr (XLF) is linked, with no stored direction, medium confidence. Reason on file: Rate-policy changes can alter funding costs, net-interest margins, and financial-sector valuation
- KRE Spdr Series Trust
Spdr Series Trust (KRE) is linked, with no stored direction, medium confidence in the 14 Sep 2026 story “Here’s how to prepare your portfolio for the Fed’s next interest-rate moves.” Reason on file: Rate-policy changes can alter funding costs, net-interest margins, and financial-sector valuation
- CHPY Yieldmax Semiconductor Portfolio Option Income Etf
For “Here’s how to prepare your portfolio for the Fed’s next interest-rate moves,” Yieldmax Semiconductor Portfolio Option Income Etf (CHPY) is linked, with no stored direction, medium confidence. Reason on file: GA selected CHPY as a RELATED security because its canonical security name directly matches this event's themes: portfolio. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- EMPB Efficient Market Portfolio Plus Etf Trust Units
For “Here’s how to prepare your portfolio for the Fed’s next interest-rate moves,” Efficient Market Portfolio Plus Etf Trust Units (EMPB) is linked, with no stored direction, medium confidence. Reason on file: GA selected EMPB as a RELATED security because its canonical security name directly matches this event's themes: portfolio. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- RISR Foliobeyond Alternative Income And Interest Ratehedge Etf
Foliobeyond Alternative Income And Interest Ratehedge Etf (RISR) is linked, with no stored direction, medium confidence in the 14 Sep 2026 story “Here’s how to prepare your portfolio for the Fed’s next interest-rate moves.” Reason on file: GA selected RISR as a RELATED security because its canonical security name directly matches this event's themes: interest. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD)
On 14 Sep 2026, “Here’s how to prepare your portfolio for the Fed’s next interest-rate moves” is the story that connects Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) to this story.
Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) is on the page because GA selected AGZD as a RELATED security because its canonical security name directly matches this event's themes: interest, rate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Also listed, Simplify Interest Rate Hedge ETF (PFIX): GA selected PFIX as a RELATED security because its canonical security name directly matches this event's themes: interest, rate. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates in the story, and the Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD) price range
AGZD traded between 22.49 and 22.70 across 20 sessions. The latest close on file is 22.56. FAS traded between 136.16 and 161.95 across 20 sessions. The latest close on file is 152.93. PFIX traded between 52.81 and 67.75 across 20 sessions. The latest close on file is 59.88.
A simple score for Wisdomtree Interest Rate Hedged U.S. Aggregate Bond Fund (AGZD)
46 out of 100
“Here’s how to prepare your portfolio for the Fed’s next interest-rate moves” scores 46 out of 100. The score uses 1 sources, and 13 linked companies.