Monday, November 25, 2024
The Overlay Shares ETFs launched in 2019. These funds strive to boost the total returns of selected ETFs by overlaying options trading. These funds don’t pay large dividend yields, but the options overlay strategy does impact total returns. Let’s look at the three Overlay Shares equity ETFs and some return results. Overlay Shares Large Cap […]
This week, we are doing a covered call analysis on NVIDIA (NVDA). The stock price has tumbled since earnings a week ago. However, volatility remains elevated, and is potentially high enough to make covered calls attractive. We are looking at NVDA because there is a single stock covered call ETF from YieldMax, NVDY, that could […]
A funny thing happened on the path to massive expansion of wind and solar energy production. That thing is Artificial Intelligence (AI). AI needs massive data centers, which need 99.99999% reliable electric power around the clock. By their very nature, wind and solar power are not reliable enough to provide power 100% of the time. […]
A relatively new ETF with a funny name has posted massive returns since it launched 18 months ago. The question is, has this ETF broken the code for great ongoing returns, or should investors be wary? Let’s look at how the -1x Short VIX Mid-Term Futures Strategy ETF (ZIVB) functions and review the investment results. […]
This week, we are doing a covered call analysis on Taiwan Semiconductor (TSM). The stock price has recovered and stabilized since the flash crash of early August. However, volatility remains elevated, and certainly high enough to make covered calls attractive. We are looking at TSM because there is a single stock covered call ETF from […]
Precious metals—specifically, gold and silver—are having an excellent year. Gold is trading near record highs, and silver is at levels it hasn’t seen for over a decade. Since my strategies focus on income-paying investments, a silver-focused covered call fund gives the best of both worlds. Earlier this year, we launched the first of our high-yield […]
Close to half of Americans say that financial stress has a negative impact on their mental health. For retirees, the combination of not having a job and needing to make savings stretch for the rest of their lives, plus fears of a market crash, can make stress an everyday experience. So, let’s talk about an […]
This week, we are doing a covered call analysis of Exxon Mobil (XOM). The stock price has been fairly range-bound this year. However, volatility remains high enough to make covered calls attractive. In fact, covered calls can pay over 20% in premium from calls for the year, compared to just around 3% for the standard […]
Single stock ETFs have become very popular with income investors. It’s no surprise considering they check all of the boxes for investors: double-digit yields, monthly dividends, and yield from hot sectors that normally pay little to no dividends. In today’s article we’re looking at funds that give you access to large-cap stocks like the Magnificent […]
For long-term investment success, it’s hard to find a better strategy than investing in the stocks of companies that grow their dividends. The math for success is compelling and, for many investors, surprising. And there is one market sector with especially compelling yield plus dividend growth potential. Let’s look at the hypothetical math. Let’s say […]
