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 […]
Unlock a 10% Yield in Shipping’s Toughest Market Yet!
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 […]
Trade of the Week: TSLA
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 […]
The ETF Delivering Unmatched Returns and Income—Why Investors Are Flocking to MAXI
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’s 19% Yield: Opportunity or Risk Waiting to Unfold?
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 […]
Trade of the Week: SMCI
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 […]
How to Turn Market Moves Into Monthly Income With High-Yield Covered Call ETFs
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 […]
Will 3% Returns be Enough? Prepare Your Portfolio Now
Recently, Goldman Sachs shocked investors with its analysts’ stock market forecast for the next ten years. Stock returns have roared for the last decade, and investors who count on continued low-teens annual returns could be severely disappointed. More importantly, if your retirement goals and plans rely on continued excellent stock returns, you may not be […]
Trade of the Week: BABA
This week, we are doing a covered call analysis on Alibaba (BABA). The stock price has pulled back recently after a large surge in Chinese stocks. In the meantime, volatility has been moving higher as earnings will be released in a few weeks. These factors may provide a solid setup for a covered call trade. […]
Turn Market Shifts into Opportunity with a Strategic Bond Ladder
When I sold bonds in the 1990s, using a bond ladder—or even laddering CDs—allowed investors to maximize their investment yields and retain flexibility and liquidity. With the yield curve starting to steepen and the future of interest rates unknown, employing the current version of a bond ladder strategy can add safety and income to your […]