Sunday, December 22, 2024
My investment focus has centered on income stocks and ETFs. Since Bitcoin doesn’t pay dividends, I hadn’t had much interest besides keeping up with the news. The explosion in the issuance of new options strategy ETFs provides new ways to invest in existing asset categories. Three covered call ETFs currently use Bitcoin as the portfolio […]
We are in the early days of the 2024 second-quarter corporate earnings season. For many of the stocks I follow, earnings results are often the only “real news” I can get about these companies. Earnings results show whether or not a company remains on track, is improving, or is going in the wrong direction. Small-to-mid-cap […]
On Friday, July 12, a short Bloomberg article on Arbor Realty Corp (ABR) caused the share price to drop 20% in minutes. Let’s look at how the piece, titled “Arbor Realty Probed by DOJ Over Lending Practices, Loan Book,” was more a hit piece than some factual reporting. What first got my attention was that […]
The Tesla, Inc. (TSLA) share price has been on a wild ride through the first half of 2024. The stock’s volatility gives us an opportunity to see how the new breed of single-stock, covered call ETFs perform under extreme market conditions. TSLA opened 2024 at $250.08 per share. The stock proceeded to fall like a […]
If you regularly follow the news, you may, like me, feel that the world is slowly spinning out of control. In my world of investment research, these thoughts lead to the question: What investment products and strategies will protect my wealth, income, and lifestyle? My thoughts today were triggered by this Zerohedge headline (premium subscription […]
The new world of single-stock covered call ETFs is the latest step in the long line of ETF innovations. Before the advent of exchange-traded funds, only individual stocks traded on the exchanges. Investors who wanted to invest in portfolios of stocks were stuck with mutual funds. ETFs provide a whole new way for investors and […]
Rising interest rates generate negative returns for bond funds. To match higher yields, bond prices have to fall. In a higher-for-longer interest rate world, investors need alternatives to traditional bond funds. Today, let’s look at a bond fund using an alternate strategy that has generated excellent returns over the last three years. The iShares 20+ […]
The resurgence of inflation over the last few years has made us realize the adverse effects of rising prices on our lives. It’s important to consider inflation if you are retired or planning for retirement. Newcomers to the high-yield realm often carry with them preconceived notions from other investment strategies, but the security of high-yield […]
The resurgence of inflation over the last few years has made us realize the adverse effects of rising prices on our lives. It’s important to consider inflation if you are retired or planning for retirement. Retirement brings some big changes to most people’s financial status. As they approach the end of their working careers, most […]
My investment strategies and newsletter recommendations focus on income stocks and funds. Being able to count on the predictable nature of dividends is far better to trying to guess the direction of stock prices and counting on capital gains, which may or may not show up when needed. I also like commodities because they are […]
