Monday, November 25, 2024
I believe financial advisers often seem to assume their clients have a time machine. They like to explain that, with enough time, anyone can enjoy a financially secure retirement. For example, if you invest $200 a month every month for 40 years, your account will be worth $1.2 million if stocks gain an average of […]
Single-stock covered call ETFs have become a hot investment category. Investors are drawn to yields of 50% to more than 100% on underlying stocks like Tesla, NVIDIA, Meta, Palantir, and Coinbase. These ETFs pay great yields derived from selling call options. If you invest in one or more, you want the underlying stock to also […]
This week, we are doing a covered put analysis on Tesla (TSLA). The stock price has gone straight up over the last week or so, since the election. At the same time, volatility has remained elevated despite the higher move in the share price, which suggests there could be some downside risk. Once things settle […]
Bitcoin recently exploded from the $55,000-to-$65,000 trading range it had been in for months. As I write this, Bitcoin trades at $88,000, and it seems destined to crack the magical $100,000 level. I have long been a Bitcoin skeptic, but some new ETFs in the market have me all in to join the run to […]
The shipping stocks sector has been in a five-month severe decline. I have a couple of shipping companies in the Dividend Hunter portfolio, and the stock charts are not pretty. Should we average down, or will this get worse? The SonicShares Global Shipping ETF (BOAT) has 50 component stocks in its portfolio. The ETF’s 52-week […]
This week, we are doing a covered call analysis on Tesla (TSLA). The stock price soared after the election given Musk’s positive association with the new regime. Meanwhile, volatility has remained elevated despite the higher move in the share price. Once things settle down a bit, this stock may be an interesting choice for a […]
My ETF Income Edge services provide investment ideas to subscribers from the rapidly growing world of option strategy and ultra-high-yield ETFs. I have a research universe of over 70 ETFs (and growing!) funds that I review regularly to bring the best ideas to my newsletter subscribers. For ETFs with a long enough track record, I […]
NextEra Energy Partners (NEP) was a dividend growth superstar for almost a decade. The company increased its dividend every quarter by 3% to 4%, giving 15% annual dividend growth. The average yield of 4% or so put NEP’s yearly compound total returns in the very high teens. However, the way NEP structured the debt it […]
This week, we are doing a covered call analysis on Super Micro Computer (SMCI). The stock price plummeted last week after the company’s auditor unexpectedly quit. In conjunction, volatility has shot up to its highest level in a year. Once things settle down a bit, this stock may be an interesting choice for a covered […]
The universe of high-yield, covered call option strategy ETFs continues to grow. Our ETF Income Edge service provides research and recommendations concerning this type of ETF. I review the investment strategies and historical returns for dozens of these funds for the newsletter. Since many of them are so new, I revisit them every few months […]
