Tuesday, January 7, 2025
We launched our ETF Income Edge service a few months ago to help investors understand the rapidly growing world of high-yielding, option-strategy ETFs. Fund sponsors launch new funds into the category every week. Since using options allows for many strategies, I love reading about how a new fund plans to operate and its investment strategy. […]
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 […]
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 […]
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 […]
