Wednesday, December 4, 2024
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+ […]
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 […]
The YieldMax ETFs have caught investor attention with their very high-yield covered call single-stock ETFs. A recently launched ETF caught my eye and I am very curious how it will work out for investors. The YieldMax Gold Miners Option Income Strategy ETF (GDXY) launched on May 13. This innovative ETF, as outlined in the prospectus, […]
High-yield ETFs using covered call strategies have become hot investments. Assets in this type of fund have grown tenfold over the last few years, with new option strategy funds launched every week. In February, we launched the ETF Income Edge service to provide understandable research and recommendations in the new world of covered call ETFs. […]
I communicate with many investors, and there is a widespread misconception amongst them about fund (mutual fund, ETF, CEF) expenses. Financial advisors and fund companies perpetuate this myth for their own benefit. Fund expenses are quoted as a percentage of assets. Expense ratios are published on fund web pages and many financial websites. Fund expenses […]
An attractive yield plus solid dividend growth is a surefire strategy for building investment income and wealth. Energy midstream stocks offer a hard-to-beat combination of yield and dividend increases for investors who want to follow this strategy. Energy infrastructure/midstream companies are split pretty evenly between those organized as Master Limited Partnerships (MLPs) and C-corporations. Managed […]
During my time as a fighter pilot, a one-versus-one dogfight was one of the most challenging types of flights. This type of mission pitted one pilot’s skills against his opponent. This air combat training was not the type of flight in which you wanted to come home second best. The new category of single stock […]
We launched our new ETF Income Edge two months ago, and the response has been tremendous. I want to share with you what we do at ETF Income Edge—maybe what we do will help you invest better. ETF Income Edge provides research and recommendations in the new world of what I call option strategy ETFs. […]
If my editors leave the headline, I apologize. [Editor’s note: we did, for which we also apologize.] My point is to highlight the timeliness of the launch of our new ETF Income Edge service. Even the Wall Street Journal is figuring it out. Last week, the WSJ published an article titled “The Short-Vol Trade Is […]
