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Posts by category

• Category: Automotive
  • What I Wish I Knew Before Investing In Dividend Stocks
  • What Trump’s Win Means for Dividend Stock Investors
  • Top-Performing U.S. Dividend Stocks of January 2024
  • 5 Dividend Paying Stocks You Should Avoid According to Morgan Stanley’s Quant Screen
• Category: Banks
  • Cash in Your Pockets: 3 Dividend Stocks Canadians Love
  • Verizon Makes List of Undervalued Dividend Stocks
  • U.S. companies’ dividend growth slows in Q3 amid economic uncertainty
  • Two of the Safest Dividend Stocks on Earth Right Now
• Category: Biotechnology
  • Dividend Stocks: The Surprising Truth
• Category: Bonds
  • Is It Time to Reconsider Dividend Funds?
  • Stocks and Bonds Lock in July Gains, but ETF Investors Play It Safe
• Category: Canada
  • Stocks with sustainable dividends that could be takeover targets
  • The cult of dividend investing faces a crisis of faith
  • Nothing beautiful about a 50% tax on Canadian dividends
  • The Federal Reserve Just Gave Dividend Investors A Huge Christmas Gift
  • Dividend-paying stocks are the Volvo of equities — boring but powerful
  • The highest-yielding stocks on the TSX, plus risk data
  • A trust with an attractive yield, special distributions and a 64% forecast return
  • Why dividend growth investors may want to pass on ETFs
  • VIG Vs. VIGI: One Of These Is The Best Dividend Aristocrat ETF
  • Tuesday’s Insider Report: CEOs are buying these two dividend stocks
  • The highest-yielding stocks on the TSX, plus risk data
  • A top-performing defensive REIT with a consistent distribution and 7% yield
  • 3 reasons to give dividend stocks another look
  • Why your dividend stocks could use another look
  • How I’d Invest $50,000 in TSX Dividend Stocks for Retirement, If I Had to Start From Scratch
  • What the Algonquin Power debacle says about dividend stocks versus GICs
  • Ridiculous Dividend Growth From Canadian Oil And Gas Stocks
  • These TSX Dividend Stocks Could Double Your Money in Less Than 3 Years
  • Pizza Pizza: Mouthwatering Yield And Third Dividend Hike This Year
  • REITs continue to hike dividends amid falling stock prices, increases set to continue
  • Stocks or ETFs? What’s the best long-term choice for a dividend investor?
  • Six-per-cent dividend yields from blue chip stocks are there for the taking
  • Wednesday’s TSX breakouts: An oversold stock yielding 7% with a conservative 55% payout ratio in 2022
  • My 3 Favourite TSX Dividend Stocks Right Now
  • Ten high-quality TSX dividend stocks yielding 6 per cent or more
  • Passive-Income Alert: 2 Great Canadian Dividend Stocks Trading at Cheap Prices
  • Monday’s TSX breakouts: This dividend-paying industry leader has soared during this quarter
  • Three dividend growth stocks to hold forever
  • Monday’s TSX breakouts: Hitting a record high, this dividend stock is benefitting from hard market conditions
  • Why this growing REIT is a ‘Smart’ choice
  • National Bank updates its Dividend All-Stars portfolio
  • What’s wrong with my dividend ETF?
  • The great normalization has crushed investor sentiment — and that may be a sign the worst is over
  • Bear Market: When Are Stocks “Cheap” Enough?
  • Top Canadian Oil Dividend Stocks
  • Conditions for a global stock meltdown have been met, research firm says
  • Portfolio – Full Disclosure
• Category: Commodities
  • Global corporate dividends hit record $1.66 trillion in 2023
  • The ‘supercycle’ bull-case for commodities is wearing thin as technical indicators begin to deteriorate, research firm says
• Category: Communications
  • Are AT&T and Verizon’s Dividends Safe? What the Math Says.
• Category: Construction
• Category: Cryptocurrencies
  • US stocks sink as investors prepare for earnings season to kick off
  • Bitcoin drops as much as 17%, falling below $23,000 as $200 billion wiped off crypto market over the weekend
  • Senators introduce a bipartisan bill to regulate crypto
  • Stabilising stablecoins: What can we learn from the collapse of TerraUSD?
  • A coming crypto storm for central banks? Focus on digital money intensifies
• Category: Currencies
  • King Dollar stands tall as recession fears churn global markets
• Category: Defensive
  • Dividend strength meets energy sector surge: Top 10 performers to watch
  • Dividend Growth Investing Is Breaking
  • Stocks With the Highest Dividend Yields in the S&P 500
  • Very Good News For Big Dividend Infrastructure Stocks
  • Wakeup Call – It’s Time To Buy High-Yield Dividends
  • The Forgotten Style: What Ever Happened To Value?
  • The Dividends Don’t Matter In Retirement, Even Big Ones
  • Dividend Roundup: Apple, PepsiCo, UPS, Visa and more
  • Stocks Versus Bonds Today
  • Value Stocks Are Winning Out Over Growth Stocks
  • 2 High-Yield Dividend Stocks to Buy Hand Over Fist and 1 to Avoid Like the Plague
  • Bullish on Griffon Corp.
  • During Recessions, These Dividend Stocks Can Be Your Bread and Butter
  • Defensives, energy, dividend plays gain favor as market swoons anew
• Category: Dividends
  • What Real Estate Investors Get Wrong About REITs
  • Revenge Of The Dividend Stocks
  • 14 Stocks That Paid Special Dividends in 2025
  • Are You Falling For These 3 BDC Dividend Myths?
  • 10 Undervalued Dividend Growth Stocks: August 2025
  • Keep Calm And Keep Buying These Dividends
  • The Outlook for S&P 500 Dividends in June 2025
  • The Most Profitable Dividend Strategy Is the Simplest
  • S&P 500 Vs. SCHD: Why Dividends Matter More Than You Think
  • Buy The Dip: Big Dividends Getting Way Too Cheap
  • Dividends by the Numbers in December 2024 and 2024-Q4
  • An Important Warning For Dividend Investors After Donald Trump’s Victory
  • Rising Dividend Outlook Boosting Stock Prices
  • Bad News For Dividend Investors Who Are Still In The Accumulation Phase
  • Why The Meme Stock Craze Is Bad News For Dividend Stocks
  • Dividend Payouts Are Latest Sign of Big Tech’s Financial Muscle
  • Jerome Powell Just Gave Dividend Investors A Huge Gift
  • Can Dividend Investing Rise From the Dead?
  • Is 2024 Prime Time for Value Stocks?
  • Embracing Dividend Opportunities In 2024
  • All Dividend Companies Have One Big Problem In Common
  • Dividends by the Numbers in October 2023
  • Dividends By The Numbers In August 2023
  • Four Future Dividend Aristocrats
  • Do Dividend ETFs Produce Better Total Return Compared To SPY?
  • How Many S&P 500 Companies Pay Dividends?
  • Stocks With the Highest Dividend Yields in the S&P 500
  • Avoid This Common Dividend Investor Mistake
  • Don’t buy stocks for their dividend yields, this chart suggests
  • SPYD: I Never Knew A 4.65% Yield Could Come At Such A High Price
  • Sensing end of Fed hikes, some investors return to dividend stocks
  • There Is No Melt-Up In Dividend Stocks, Yet
  • Dividend Investing: Why It Is Dumb Logic
  • Record Dividends Fail To Lure Income Investors
  • Is Chevron a good dividend stock amid uncertainty about oil and the debt ceiling?
  • Pfizer Named Top Dividend Stock With Insider Buying And 4.46% Yield
  • How to Choose a Great Dividend-Income ETF
  • Spring 2023 Animated Snapshot Of The Future For S&P 500 Dividends
  • Dividend Roundup: Exxon Mobil, Microsoft, Walgreens, Raytheon and more
  • Dividend Stocks Are On Sale: Are They Values, Or Just Cheap?
  • Dividend Futures Recovering Somewhat After Silicon Valley Bank Run
  • US dividend funds see biggest quarterly outflows in 2-1/2 years
  • Will Your REITs Cut Their Dividend?
  • A Visual History Of Unfavorable Dividend Changes
  • Dividend Futures Evaporate After U.S. Bank Failures
  • When Dividend Growth Goes Off The Rails
  • Dividend Stocks Have New Competition: Cash
  • What is the Best Dividend ETF?
  • 3 Secrets To Be A Successful Dividend Investor
  • 10 U.S. stocks distributing twice as much dividends as the S&P 500
  • The Benefits And Risks Of Investing In Dividend-Paying Stocks
  • Which Type of Dividend Fund Do You Prefer?
  • Dividends By The Numbers In January 2023
  • 3 Trends We’ll Tap For 7%+ Dividends And Upside In 2023
  • These 15 Dividend Aristocrat stocks have been the best income builders
  • 3 Types Of Dividend Stocks (And Examples Of Each)
  • 3 High Dividend-Paying Stocks In The Sweet Spot Of Yield Investing
  • Top Dividend Stocks For 2023: Our Top Pick Is Orange
  • Dividend Stocks Could Shine Again in 2023
  • How Many Dividend Stocks Should I Own?
  • Starwood Property Trust: Hefty 9% Yield With Upside Potential
  • Top Dividend Stocks
  • Blue Chip Stocks and Dividend Yields
  • Stability in a volatile market? Inside an S&P 500 ETF delivering double-digit percentage dividends
  • Dividend Corner: Is AT&T the right defensive safety stock to buy?
  • 9 Expected Dividend Increases In November 2022
  • SPYD: High Dividend ETF Trades At Substantial Discount To Market
  • How to Invest in Dividend Stocks: Strategy From a Vanguard Manager
  • Wall Street’s Most Hated Dividend Stocks
  • SPDV: Deep-Value Dividend ETF Yielding 4%
  • SmartCentres REIT Offers A 7% Dividend Yield
  • Check Out These 2 Stocks With 45+ Years of Dividend Growth: CLX and KMB
  • How Bear Markets Can Be a Blessing for Dividend Investors
  • These 3 Cannabis Dividend Stocks Provide Growing, Inflation-Crushing Payouts
  • These 10 Dividend Growing Stocks Are Crushing Social Security’s 8.7% Cost Of Living Adjustment
  • VIG: Dividend Stocks Give You A Massive Edge
  • A lead portfolio manager of a $36 billion fund shares an investing process that has outperformed 94% of competitors in the past 15 years
  • Why investors are piling into dividend stocks in 2022
  • Dividends By The Numbers In September 2022 And Q3 2022
  • A Case for Direct Indexing Using Rising Dividend Stocks
  • The Dividend Metrics That Matter
  • 5 Dividend Champions With High Yields And High Growth
  • The Fallacy Of Inflation Protection Through Dividend Yields – Altria And Houlihan Lokey In Focus
  • MSFT and 9 Other Companies Just Increased Their Dividends
  • Stock Dividend Yields That Top What Treasuries Offer
  • Dollar General Tops Morningstar List of Dividend Stocks
  • Our Ultimate Stock-Pickers’ Top 10 Dividend-Yielding Stocks
  • Morgan Stanley’s quant screen chooses dividend stocks to own and avoid
  • Top Dividend Growth Stocks That Are Up More Than 10% In This Bear Market
  • How to avoid the dividend stock ‘yield trap’
  • Energy Transfer (NYSE: ET) is a Solid Combination of Yield and Value
  • Dividend Kings of 2022
  • Best S&P 500 stocks for dividend growth
  • For Dividend Growth HPQ Versus HPE Or Both
  • The Best Ways to Jump Into Dividend Stocks
  • Income Investors, It’s Raining Dividends!
  • Is Dividend-Paying 3M Company Worth Investing In?
  • PepsiCo: A New Dividend King Has Been Crowned, But I Am Waiting To Invest
  • Why Dividend Stocks Could Soon Be More Attractive — Thanks to Joe Biden
  • 20 dividend stocks with high yields that are expected to raise payouts the most through 2024
  • What the S&P 500 Can Teach Us About Reinvested Dividends
  • These dividend stocks can protect you as the Federal Reserve slows the economy
  • My Best Dividend Aristocrats For September 2022
  • US quarterly dividends to set an all-time record in Q2 2022
  • WHY DIVIDENDS?? Investing During a RECESSION & Market CRASH
  • Dividend-Chopping Season
  • Why Past Performance Tells Us Nothing About How Dividend ETFs Perform In An Inflationary Period
  • This dividend-paying ETF is beating the stock market this year — and its manager expects the ‘euphoria’ recently seen in stocks won’t last
  • Is Verizon Communications a Good Dividend Stock for Inflation?
  • Do Dividend Stocks Provide Shelter From Recession?
  • 2022: The Year Of Dividends Around The World
  • Dividends For Defensive Value
  • The best stock investing strategy for 2022: Don’t buy the dip, buy the dividend
  • Not All Value Funds Are Created Equal
  • Stock Prices Follow Fundamentals In The Long Run
  • Identifying opportunities for income investors by screening for dividend yield
  • 6 Bargain Dividend Stocks to Buy Paying 3%+ Dividend Yields
  • Monthly Dividend Investing Recap
  • Apple proposes more flexible work schedules amid unionization efforts
  • Recession-resistant Coke (KO)
  • Griffon Corp (GFF) Blows Up
  • What is a Dividend?
• Category: Employment
  • U.S. Stocks Slip After Jobs Report
  • PPI +11.3% Year Over Year, New Jobless Claims Spike to 244K
  • Stocks Fall After U.S. Economy Adds Back 372,000 Jobs In June
  • U.S. weekly jobless claims rise; layoffs hit 16-month high in June
• Category: Energy
  • Value Is Back In Style After Summer Setback
  • Stock Market Today: Energy Dampens Dow, FAANGs Elevate Nasdaq
  • How oil holds the key to whether the stock market has bottomed
  • Energy stocks keep climbing with crude prices as OPEC+ plan disappoints
  • National average rises as cost of oil and gas demand increase
  • Biden to send $700m “Covid relief” check to biofuel industry ahead of quota release
• Category: ETF
  • Are Dividend ETFs Still Worth a Look?
• Category: Europe
  • The European Central Bank Just Helped U.S. Stock Investors
  • IPO Value Plunges 90% in 2022 in US, Europe
• Category: Financial
• Category: Forex
• Category: Global
• Category: Growth
• Category: Healthcare
• Category: Industrial
• Category: Inflation
  • Will the stock-market rally turn into a selloff? This bond-market gauge could tip investors off
  • July showed that markets are dealing with a growth scare rather than a recession and inflation will fall sharply going forward, Fundstrat says
  • Dow Jumps 300 Points After Solid Earnings From Goldman, Bank Of America
  • Nasdaq, S&P 500, Dow Jones tumble, yields pop after hot CPI
  • What Does Inflation Do to the Stock Market?
  • Inflation rises at fastest pace in 40 years, pushed up by record gas prices
  • It’s 1979, Not 2009
  • Solid May job growth seals the deal for more mega-sized Fed rate hikes
  • Fed’s Mester says inflation hasn’t peaked and multiple half-point rate hikes are needed
• Category: Interest Rates
  • The Next Fed Rate Hike Could Be 75 Basis Points. What That Means for Investors.
  • Biggest Fed rate hike since ’94 overwhelmingly expected; what next for stocks?
  • Here’s why investors shouldn’t be too bullish just yet
  • Why Are Interest Rates Rising?
• Category: Market News
  • Delta Air Lines: Reinstated Dividend Supports Continued Growth
  • Value Stocks Are The Place To Be
  • Cboe, S&P Dow Jones to develop new dispersion index
  • The Case For The S&P 500 Dropping To 2,200
  • The Average Bear Market Lasts 289 Days. How Long Do We Have Left?
  • SPY: Expect A Rough September (Technical Analysis)
  • US stocks gain as investors assess latest wave of 2nd-quarter earnings results
  • Fear And Greed Index: Markets In Fear As Recession Concerns Grow
  • No, We’re Not In A Recession Yet: Strong Job Market Keeping Economy Safe For Now, Goldman Says
  • Down 26%, Is the Nasdaq Ready to Recover in the Last Half of 2022?
  • We’re Officially in a Bear Market. Here’s Why You Should Still Buy Stocks Right Now.
  • BlackRock lists 3 reasons not to buy the dip
  • The Stock Market Bears Take Over
  • Nasdaq futures down more than 2% after Wall Street’s worst week since January
  • U.S. stocks trade down after opening bell Tuesday following Target’s profit warning
  • Dow Jumps 300 As China Reopening Boosts Markets, But Investor Sentiment Remains ‘Precarious’
  • Recession Ahead – Right After This New Bull Stock Market
  • ‘No Longer Sure Bets’: Tech Giants Are Dropping Bad News Daily
  • Is the Stock Market Going to Crash Again?
  • Nasdaq, S&P, Dow drop after payrolls rise more than expected
  • Nasdaq, S&P 500, Dow Jones surge despite warning from Microsoft
• Category: Mutual Funds
• Category: Real Estate
  • Why Mortgage REITs Are Plunging
  • Mortgage Rates Continue Higher Into The 6’s
  • Mortgage demand falls to the lowest level in 22 years amid rising rates and slowing home sales
  • “Staggering amount of investment capital” focused on proptech
  • Lumber is the cheapest in 7 months as housing markets soften
• Category: REIT
• Category: Tax
• Category: Tech
  • The crash in the Nasdaq is looking a lot like the bursting of the 2000 dot-com bubble — and that lasted almost 3 years
  • The 2022 tech wreck is not the same as the dot-com bust, but investors will still want to change their game
• Category: Transportation
• Category: USA
• Category: Utilities
• Category: Value
  • What The Value Rotation Narrative Gets Wrong
  • What Is A Value Stock?

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• Canadian Natural Resources: Canada's Oil Powerhouse With Long-Life, Low-Decline Assets
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• IDGT: Mixing Resiliency And Growth In The Digital Infrastructure Market
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• ETHY:CA: There's Risk Here But Also Yield
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• CONY: I Expect Muted Volatility For Cryptocurrency Ahead
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• QDPL: An Alternative Strategy To 4x Dividends
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• ILF: Latin America With A High Dividend Yield
• DDM: Not A Good Time For Leverage
• XLU: Utility Stocks Are Trouncing Oil & Gas Stocks This Year
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• THYF: Retirees May Want To Consider This Bond ETF
• Realty Income: Keep Loading Up While The Market Ignores
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• DVY: A Defensive Play With Competitive Dividend Yields
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• GNT: Gold Miners Appear Underpriced, And This Fund Could Benefit
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• ZROZ: Deflationary Bust Needed To Save Bonds
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• JPC: Paying Out More Than It Actually Generates
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• Main Street Capital: I Consider It The Best BDC To Hold
• SHLD: Liquidity, Momentum, And Geopolitics Are Its Three Weapons
• TBLD: 70/30 CEF We Would Love To Hate, But We Can't
• DIVO: The ETF Built For Retirement's Most Dangerous Risk
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• SCUS: Perfectly Sensible, Useful, Just Not Quite Perfect
• SOXQ: Attractive Valuations In The Semiconductor Industry
• Bitmine Immersion Technologies Is Becoming My Next Growth Play, I'm Following Tom Lee
• SPYV: A Defensive Growth Play Masquerading As Value
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• FXI: Why A Bad Chinese Economy Could Be Good For China Stocks
• TBT: Trading The Long Side Of Yield Curve
• PJP: Healthcare Dashboard For August
• Chinese Stocks Take Off On The Upside: The PGJ ETF Is Another Option For Exposure
• DLY Actively Rotates Assets But Underperforms Peer Strategies
• Novo Nordisk: Market Still Pricing It At Crisis Valuations
• The Alpha Blueprint - How I Capture Alpha
• EHI: Discount Remains Narrow As Fund Shifts Toward Lower-Quality Holdings
• TBT Provides -2x Leveraged Exposure To The 20-Year Treasury
• EPOL: 50%+ Price Surge Demands Caution
• Canadian Natural Resources: Buy This Bargain Before The Market Wakes To Income
• TZA: Small Caps Are Set For Growth If The Fed Cuts Key Rate
• Introducing The S&P MidCap 400 Scored & Screened Leaders Index
• ALAI: High Reward So Far For Artificial Intelligence Exposure
• EWC: A Year Ago I Turned Cautious Canadian Equities - That Was A Mistake (Rating Upgrade)
• Occidental Petroleum: The Bottom Might Really Be In (Rating Upgrade)
• MPLX Is A Distribution Growth Machine That Can Go Higher
• Main Street Capital: Strong Fundamentals But Fully Valued After Rally
• BWZ: Too Conservative Given The Guarantee Of Loss To Management Fees
• KCE: Recent Outperformance Can Continue
• EOI: Buy And Hold Option Fund
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• Stock Market Today: Dow Jones Futures Dip Ahead Of Big Powell Speech; Amazon, Nvidia Drop (Live Coverage)
• ITA: Buy To Prepare For A World On The Brink
• DOL: Redundant Dividend Play In Developed Markets
• SPDG: This Relatively New ETF May Be SCHD's Suitable Replacement As A Core Holding
• MLPA: Tapping Into The U.S. Natural Gas Boom With A Cheap ETF
• SCHB: A Hold Given Short- And Long-Term Risks
• XRPI Can Be Used To Track XRP But May Underperform The Cryptocurrency
• These 2 “All-American” Dividends Pay 7.5%+ (and They’re Tax-Free)
• XONE: Procyclicality Of Downward Jobs Revisions Bolsters Rate Cut Bets
• Seven Dividend Growth Companies Raising Dividends Last Week
• Invesco Nasdaq 100 ETF: A Better Buy Than QQQ
• SGOV - A Perfectly Sensible Place To Park Money
• Main Street Capital: Will This Bubble Burst? Here Is My Take On It
• CEF Weekly Review: More Muni CEF Liquidations
• JEPI Vs. GPIX: NAV Erosion Risk And Tax-Efficiency Comparison
• WDI: Multisector Coupons In HY
• TUG: Promising Methodology, Weak Performance So Far
• RA: Collect Income From Real Assets
• RFMZ: Discount Narrows Making It Less Appealing
• SMHX: A Speculative Buy To Navigate The Semiconductor Industry
• Nebius: Almost No More Room For Disappointment
• Don't Confuse Convertible Bonds With ICVT
• UTG: An Excellent Utility Fund For The Long Term, But Too Expensive
• SPTS: Fed Cut Forecasts Fall But Still Largely Expected
• SCHB: A Total Market Play With Selective Outperformance Windows
• ADX: Discount Narrows Further, Likely Limiting Outsized Gains Moving Forward
• SCHD Vs. VIG: Which One Is Better?
• SCHD Vs. VIG: Which One Is Better?
• ARKK Vs. QQQ: Here Is Why I Prefer QQQ
• IBHF: Shortest Duration Junk Bonds Yielding Near 7%
• EXI: Industrials Dashboard For August
• FRA: The Time Has Passed For This Floating Rate Income Fund
• SPHQ: A Quality ETF With A Strong Track Record And Diversified Exposure
• IBIT: Bitcoin Lacks Momentum As Ether Steals The Crypto Show, Here's Where I'd Buy More
• BTX Offers Diversification Into Private Equity
• VanEck Gold Miners ETF: Leveraged Play On Gold In An Uncertain World
• Brazil's Realignment: From Economic Stagnation To Strategic Relevance
• Don't Buy TQQQ After A Big Run Higher: Signs Of Market Top
• Navigating Thematic Investing With THRO
• MEGI: Outlook Depends On Outlook Of Interest Rates
• IHF: Attractive U.S. Healthcare Valuations Amid Sector's Recovery
• QQQI: Double-Digit Yield With Big Tech Power
• THQ: 13.3% Top Contrarian Healthcare Yield, Discounted Price
• Why I Recently Bought Energy Transfer Instead Of Genesis Energy
• CGDV Is Beating The S&P 500 By 70%, More Gains Are Ahead
• SHLD: The Defense ETF That's Crushing Big Tech
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• SPME: New Term Preferred Shares From A Leveraged CEF
• ASHR: Bullish China Momentum Buttresses The Valuation Case, Eyeing $35
• SCHR: Treasuries With Medium Duration
• XXRP Can Provide 2x Exposure To XRP
• SDS: Tactical Tool, But Only For Agile Traders Who Can Bear The Risks
• Finding Value In An Expensive Market
• XFLT: Economic Bifurcation Bleeds CLO Equity
• EMXC: Emerging Opportunities Due To The Trade War But Significant Risks
• IVES: Too Big Tech Focused
• EUAD: Entering A NATO Super Cycle
• Short bets on most consumer staple stocks rose in July
• XRPT Can Amplify The Daily Performance Of XRP
• 2 CEF Swaps Into ETFs For July 2025
• A Concrete Reason To Wait On XLK
• OMAH: I'd Rather Just Own Berkshire Hathaway
• Constructing The Future: Building Resilient Portfolios With Infrastructure
• Complementary Strengths: A Better Core For A Volatile Market
• FSMD: A Small- And Mid-Cap ETF With Attractive Valuation, Well-Positioned In The Current Market
• Berkshire Buys UnitedHealth Shares, Upgrading IHF After A Washout Summer Low
• Energy Transfer: Another Dip Buying Opportunity To Load Up
• SRVR: Strong Data Infrastructure Trends But Poor Fund
• Citigroup: No Longer The Value Play That It Once Was (Rating Downgrade)
• Fear, Greed And The Myth Of Stock Market Highs
• Energy Transfer Down Significantly From 2025 Highs - Opportunity For Income Investors
• EDF: Strong Recent Performance, But Limited Local Currency Exposure A Weakness
• Dividend Roundup: Microsoft, Exxon Mobil, Cisco Systems, Applied Materials, and more
• Altria: The Odds Of This Dividend King Returning To Its Old Glory?
• High-Yield Closed-End Funds (Part 3): EHI
• Trump's Cannabis Reforms Could Hand Altria A Fortune
• For Now, NFLY Is The Better Play Than Netflix
• FNDE Holds Up Amid Caution In Emerging Markets
• NEAR: Trade-Off Between Liquidity And Duration
• QQQM: Earnings Growth Power Supports High Beta Investing
• Payrolls, Private Equity, Perspective
• Anything But The Doldrums
• PDO: Limited Term Provides Valuation Stability
• DTH: International Dividend Stocks Boast Momentum, But Its Alpha May Slow (Rating Downgrade)
• BKT: A Leveraged MBS Play From BlackRock, 9% Distribution (Rating Upgrade)
• COWG: Focusing On Free Cash Flow Margins As A Growth-Defensive Hybrid Strategy
• SKYY: Fits Between Mega Cap Safety And Growth Risk
• QCLN: High Valuations In The Clean Tech Rally
• Medical Properties Trust declares $0.08 dividend
• XLY: An ETF That Tracks Consumer Strength And Weakness
• PTY: Enjoy 10% Yield While Waiting For Rate Cuts
• Wings Of Change
• VKI: Fixed Income Strategy From Invesco
• ICF: Quality Real Estate Exposure, But Peers Look Better
• CGUS: Outperformance Continues, Factor Mix Remains Robust, Buy Rating Maintained
• GOVT: Treasury Volatility Falls To Multi-Year Lows Ahead Of Fed Rate Cuts
• On IXJ, A Contradiction Has Emerged That Is Too Big To Be Ignored
• Apple's Hidden Growth Engine Surges
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• CAPE: An Alternative Take On The Value Investment Theme With Mixed Results
• SKYY: Wait For The Cloud Computing Dip
• QQQH Could Be The Near Perfect Income Plan For Nasdaq-100 Investors
• KBE: Quality Regional Banks ETF, Bet On The Health Of The U.S. Economy
• DFUS: An Efficient Way To Follow The Broader Market
• GPZ: Capture Growth From Alternatives Going Into 401Ks
• PLTW: Palantir-Led Upside Should Continue, Amid Volatility
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• EMB Vs. EMBD: A Clear Winner - But Worth Owning?
• What You Need To Know About This Year's Russell Recon
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• IAT: Rate Cuts Back In Play, Regional Banks Poised To Benefit
• USRT: Hold For Resilient Returns In A Volatile REIT Market
• Starwood Property: Careful About The Dividend
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• FLC: Attractively Discounted In A Friendlier Environment For The Fund
• APLY: Extreme Yield ETF Based On Apple Options
• FIVA: Relatively Attractive Yield, Weak Value Case
• Rescheduling Should Send MJ And MSOS Sky High
• EWM: Road To Recovery
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• ORR: Promising Long/Short Equity ETF
• DAPP: Digest High Volatility Systematically For High Potential
• SPHQ: Quality Offers Solid Risk-Adjusted Returns, Outshining Dividend And Defensive Categories
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• Apple Q3: Clearer Signs Of Long-Term Weakness Emerge
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• SCHG: AI Stays In America's Corner
• GOF: Consistent Payouts Are At The Expense Of NAV Growth
• QTUM Provides A Unique Approach To Investing In Quantum Computing
• USFR: Sell Floating-Rates Ahead Of The Fed's Probable Pivot
• FLIN: Strong Trends, Poor Track Record
• IDVO: An International Gem
• High-Yield Closed-End Funds: DHY
• FNDE: Emerging Market Equities Look Attractive Now
• One Way To View Value Investing In A Resilient But Cautious Economy
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• FVDFX Finds Real Value In An Expensive Market
• FMAG: The Bar Is High For This Actively Managed Growth ETF
• LGI: A Tax-Efficient Income Fund For Retirees
• TOPT: The Top 20 Strategy Is Winning, More Upside Ahead
• PLTW Vs. PLTY: Beyond The Yield - Understanding Drawdowns And Upside Capture In Palantir ETFs
• EMO: Strategically Positioned For The Natural Gas Boom
• XSW: Diversified Exposure To Software's A.I. Backed Boom
• NRK: Highly Rated New York Muni Bonds At A Discount
• AbbVie: H1 2025 Earnings Strengthen Case For Targeting Gilgamesh Acquisition
• VGT: Can't Be Rattled, Surprising Value, Buy And Don't Look Back
• SPYI Vs. QYLD: Why I Prefer S&P 500-Based Covered-Call ETFs
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• FXI: The Prospects For Chinese Stocks (Rating Upgrade)
• USFR: Time To Exit Short-Dated Floating Rates
• THQ: Improved Valuation But Still Not A Buy
• Antero Midstream: Incremental Improvements Result In A $25 Million Boost To FCF Guidance
• PBW: The Small-Cap ETF Of The Clean Energy Industry
• Catalysts Powering The Nuclear Comeback In 2025
• SPYI: Recent Performance Shows Why This ETF Is Becoming The Gold Standard
• SPYI: Sacrificing Long-Term Gains For Short-Term Income Defeats The Purpose
• CSHI: Cash - Plus Without Duration
• Behind The Curtain Of ULTY: Why YieldMax's 'Ultra Income' May Be Capital Erosion In Disguise
• BTCI: A Better Way To Build Bitcoin Exposures
• SPYI Is Closing In On $5 Billion AUM And Produces Double-Digit Yields
• ALLW: The Ray Dalio All-Weather ETF Is Not All Sunny
• Mega Forces The New Long-Term Anchor
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• GARP: Quality Can Help Flourish In Bullish Conditions
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• XES: An Interesting Positioning But With Significant Risks
• IGSB: Unemployment And Growth Mandate Focus Counter Credit Bets
• Energy Transfer prices $2B junior subordinate notes
• ULTY: Can't See That The Basic Strategy Works - Or Will
• MUC: I Still Think A Buy Case Exists For California's Municipal Sector
• CWS: Seemingly Solid Premise, But Soft Returns, A Hold
• UTG: Let Your Profit Run Amid "Build, Baby, Build"
• KBWP: New Growth Prospects Thanks To AI And Analytics
• ENFR: The ETF To Capture LNG And Pipeline Growth
• XEI:CA Is A Higher Yielding Alternative To XIC:CA
• LGI: A Solid Global CEF That Could Be Safer Than The Equity Indices (Upgrade)
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• ECC: CLO Myth Comes To Haunt The Income Chasers
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• Antero Midstream: Income Powerhouse Poised To Profit
• TBIL: It May Be Time To Rotate Into Longer Dated Bonds
• HYMB: Prefer Duration Without High-Yield Complication
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• EDD: A Unique CEF That Provides A High Yield And Foreign Currency Exposure
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• JXI: Global Diversification At Lower Multiples For A Better Performance
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• MSTY: Fails From A Structural Standpoint, Works From An Investor Psychology Perspective
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• TQQQ: Amplify Tech Gains With This Brilliant ETF, But Be Wary Of Risks
• JPLD: Defensive Carry With MBS
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• DYNF: An Appealing Factor-Based Strategy That Has Outperformed The Market
• FDL: The Portfolio Rebalance Is Hurting Performance; Consider Alternatives
• CEF For Both Gold And Silver
• REZ: Residential ETF Outperforming The Real Estate Sector
• NLR: Buy To Unleash The Power Of The Atom
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• PRF: All Weather Alpha For Strategic Long Term Investing
• BWX: Chinese Good Reflows Ex-U.S. Internationally Disinflationary
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• GRID: Smart Grids Are The Next Big Investment Wave
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• NLR ETF: AI-Powered Nuclear Renaissance
• NAD: Municipal CEF Suppressed By Higher Interest Rates
• GDE: Finally I Find A Way To Include Gold In The Portfolio
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• JCE: Providing Strong Returns And Delivering An 8.26% Distribution Yield
• JGH: A Good Way To Get Bond Exposure, If You Want It
• JCPB: Core Plus Bond Strategy
• TLTW: Deteriorating Jobs Data Quality Supports A Dovish Pivot
• PLTY Is A Good Option To Boost Profits On Palantir
• GDE: This Gold Overlay Fund Sports Big Returns At A Low Cost
• PWV: A Defensive Play Trading At Low Valuation
• CII: The New Strategy Has Worked For This 8% Dividend Yielder
• Enbridge: Earnings Are Decent, But Not As Impressive As Headlines Suggest
• ULTY: An ETF Most Long-Term Investors Should Probably Avoid
• Big Monthly Dividends From Big Tech: Forget JEPQ And Buy GPIQ Instead
• AIO: Trades At A Premium Valuation Despite Flaws
• IEF: Staying Bullish As Spread Repricing Echoes Opportunity
• CIBR: Growth Prospects, Sector Tailwinds Make It A Long-Term Bet
• KXI: The Global Case For Consumer Staples
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• The Most Lucrative Spread In Global Markets You've Never Heard Of
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• QQQ Shows 5 Of Ray Dalio's 7 Bubble Signs
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• Why mid-caps could be the way to go, shifting from tech giants – Greenwich’s CIO
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• Keyera Corp. (KEYUF) Q2 2025 Earnings Call Transcript
• Main Street Capital signals continued supplemental dividends with strong lower middle market gains
• RioCan Real Estate Investment Trust 2025 Q2 - Results - Earnings Call Presentation
• Ares Capital: Solid Q2 Result With Valuation Looking Toppy
• THW: Discounted Valuation Due To Higher Interest Rates
• Algonquin Power & Utilities Corp. 2025 Q2 - Results - Earnings Call Presentation
• Algonquin Power & Utilities Corp. (AQN) Q2 2025 Earnings Call Transcript
• ULTY ETF: Why You Shouldn't Pursue Weekly Payouts
• Above 6% Yield From GGN And Its Financial Instruments
• TY: Large Discount And Decent Performance From This CEF
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• This 4 Fund Portfolio Gives You The Whole Shebang
• Is Ares Capital's 8.5%-Yielding Dividend Sustainable?
• Algonquin Power & Utilities declares $0.065 dividend
• RioCan Real Estate Investment Trust reports Q2 results
• Canacol Energy reports Q2 results
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• British American Tobacco: After A Double This Stock Is Fully Valued And Ripe For A Pullback (Rating Downgrade)
• ARTY: A Generational Investing Theme
• Labubus: How Pop Mart's Newest Craze Reflects Chinese Cultural Influence In The U.S.
• DGS: Reasonable Yield And Geographical Diversification
• VFH: Financials Thrive With Q2 Earnings In The Rearview
• REGL: Low Valuation, Track Record Not So Strong
• SDOG: When High Yield Does Not Compensate For Lackluster Price Returns
• CCD: Currently Paying Out More Than It Earns
• IGRO: Risk-Reward For A Long Position Is Not Very Ideal
• SPXX: Much Better Choices Out There
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• SHYM: A Clever Way To Earn Above-Average Yield With Manageable Risk
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• FTQI: An Appealing Hedge For The Nasdaq-100 Index
• VPLS: Beyond The Core In Fixed Income
• PBDC: Proving The Value Of Active Management
• CGDV: Great Fund To Own For Income And Gains - BUY
• FLKR: Benefit From AI And Semiconductor Tailwinds
• XOVR Draws You In With SpaceX, But It Remains A Tech-Edge Fund
• Rithm Capital: Common Vs. Preferred 'D' Stock
• VTI Vs. DGRO: Dividend Growth Stocks Most Attractively Valued In 10 Years
• How China's EV Industry Is Shaping The Global Market: Insights From The Founder Of China's Top EV Blog
• ERC: Paying Out More Than It Earns
• GLQ: Poor Performance History And Questionable Positioning
• IVW: A Balanced Alternative To Growth
• PCQ: A High But Oddly Funded Distribution
• PICK: Soft Dollar And Other Macro Tailwinds Keep Me Bullish
• PICK: Short Term Turbulence Offsetting Long Term Outlook
• SAMT: Thematic Investing Via This ETF, Up +22% This Year
• VIGI Vs. EFG: Why VIGI's Tilt To Value Proved Useful
• Verizon: Irresistible Value For Dividend Investors
• BGX: Not Enough Conviction
• FNCL: Quality Diversified U.S. Financials Exposure
• AMZA: Outperforming MLP Benchmarks Over A Tough Macro Cycle
• FTQI: Lagging Some Peers And Uncertain Impact Of Yield Hike
• Expanding The S&P Quality FCF Aristocrats Indices To U.S. Mid And Small Caps
• KOLD: This -2x Momentum Play Is Now Exhausted
• Q3 2025 Style Ratings For ETFs And Mutual Funds
• Griffon Corporation (GFF) Q3 2025 Earnings Call Transcript
• EWA: Australia Lagging Its EAFE Peers, Chart Issues Too
• IGLD: Distorted Yield, Structural Deficiencies, Poorer Upside Participation
• IOO Can Provide Diversification, But May Not Be Ideal For International Exposure
• ITB: A Guide To Understanding This Homebuilders ETF
• MFA Financial, Inc. (MFA) Q2 2025 Earnings Call Transcript
• YBTC: Weekly Distribution Serves As A Good Income Stream To Build Bitcoin Exposure
• MFA Financial, Inc. 2025 Q2 - Results - Earnings Call Presentation
• BND: Watch Out For The Drop In Real Yield
• SCHD: Time To Buy Before The Impending Market Rotation (Upgrade)
• SCHD: Time To Buy Before The Impending Market Rotation (Upgrade)
• CANE: An ETF Tracking The Volatile World Sugar Futures Market
• Kashkari joins with other Fed officials in leaning towards September rate cut
• Enbridge Could Breakout To The Upside While Paying A Dividend With Decades Of Growth
• A World Of Opportunity In The Space Economy
• A Generous Retirement Dividend In Today's Market, 8.5% Yield - Ares Capital
• DGRO: Dividend ETF For Investors Approaching Retirement
• QYLD: Why The Options Strategy This Fund Uses May Fail Over The Next Decade
• Ares Capital: Shrinking Dividend Coverage But Yield Should Hold Up
• McDonald’s stock rises as adjusted Q2 profit and revenue top analyst estimates
• Eagle Point Income: Attractively Price Amid CLO Volatility
• OGIG: Capturing Tech's Bright Future
• METU Can Be A Tactical Tool To Boost Gains On META
• How To Unlock Private Markets With Hybrid ETFs
• Looking Back At Equity Factors In Q2 2025 With WisdomTree
• PFN: Long-Dated Debt And Floating-Rate Exposure Could Prove Problematic
• The Momentum Factor: Thriving Beyond U.S. Borders
• PFN Provides Investors With A Diversified Portfolio Of International Bond Issuances
• IBHG: Designed To Lock In High Yields Before They Go Down
• EFV: EAFE Value Stocks Beating Growth, Low Valuation, And High Momentum
• VDC: A Balance Of Stability And Growth
• AOR Can Be The Passive Investor's Answer To No-Maintenance Investing
• Apple's Unthinkable 'Nokia/Blackberry Moment' Could Be Imminent
• PDI CEF: Best Time To Sell In 5 Years
• SDOW Can Be Utilized To Trade Market Turbulence
• Delisting of Securities from The Nasdaq Stock Market
• IAUI: Make Gold Less Boring, Generate ~12.5% Cash Flow Yield
• Janus Henderson Mortgage-Backed Securities ETF Q2 2025 Commentary
• Apple: Ignore The Short-Term Noise
• Assessing AGNC Investment's Performance For Q2 2025
• Beyond The Yield: A Deep Dive Into BALI's Income Strategy And Limitations
• JGRO: Lagging Several Passive Growth ETFs
• QYLD Must Adjust Its Strategy Or Risk Continued Loss Of Appeal
• BTCY: CA: A Fun Idea With Yield But Risky
• CGCV: Suitable For Retirees That Want To Reduce Risk
• IAGG: The International Version Of AGG
• ARGT: The Best Stocks In This Fund Are Not Pure Argentina Plays
• XOP: Invest In Mid-Cap Oil And Gas Companies
• FVD: Quality Dividend ETF Underperforming Competitors
• DAX: German Stocks Losing Momentum, But Support In Play
• SCHD: Wouldn't Call It Dead Money
• How To Invest In Natural Resources: Diversify Your Portfolio From The Ground Up
• Pfizer boosts 2025 profit estimate in a sign of ‘confidence’
• Esports Investing: Roblox Stock Gains Momentum As AI Transforms Gaming
• LDDR Can Provide Stability For Financial Planning
• Capital Deployment Matters: A Smarter Way To Assess PE Returns
• Stay Long Tech And Growth
• Active Core Bonds: A Strategic Alpha Play Amid Global Policy Shifts
• VBK: Tech Tilt Without Turbo
• HNW: Good Junk Bond Fund, But Wait For Pullback Before Buying Shares
• SPYI Offers Yield A-Plenty
• HYD: High Yield Munis Present A Clear Contrarian Play (Rating Upgrade)
• Medtronic: Diabetes Business Spin-Off Key To Overcoming Stagnation
• MUNI: Reasonable Income For The Very Risk-Averse
• 3 Key Reasons Apple Shares Are Sliding In 2025
• IGR: Avoiding A 14% Yield From Real Estate
• Is A September Rate Cut Now In Play?
• Nasdaq Reports July 2025 Volumes
• HPS: Valuation Has Become More Attractive (Rating Upgrade)
• BOIL: Look Elsewhere To Bet On U.S. Increasing Energy Exports
• Altria: Strong Dividend But Limited Upside
• XOP: Time To Buy O&G Producers
• IYT: A Concentrated Approach To The Transportation Industry
• Altria Remains A Sin Giant
• 2 Call Writing Funds Delivering Steady Monthly Income With Different Strategies
• Tyson Foods, Inc. 2025 Q3 - Results - Earnings Call Presentation
• Tyson Foods, Inc. (TSN) Q3 2025 Earnings Call Transcript
• Biggest stock movers Monday: BLDE, COMM, SPOT, ON, and more
• IAK: Insurers Offer Attractive Returns After Recent Underperformance
• CGCV: Robust Quality-Focused ETF, But CGDV Is A Superior Option
• AIPI: Income From The AI Bubble
• GCOW Combines Value And Income For An Appealing Strategy
• PFFA: Bullish, Despite Its Inherent Risks
• DES: CSB May Be A Better Choice
• VNQ: The 'King Kong' Of REIT ETFs
• BKN: A High Distribution Part Funded By Return Of Capital
• Janus Henderson AAA CLO ETF Q2 2025 Commentary
• Twent Dividend Growth Companies Rewarding Owners With Raises Last Week
• VBK Can Offer Appealing Small-Cap Exposure For The Next Rate Cut
• RWK: It Is Time To Take This Midcap ETF Seriously
• FNDB: A Well-Rounded Value ETF
• CDL: High Yields, Low Valuation
• VWOB: My (Controversial) View On EM Bonds
• DGRW: The Quality-First Dividend ETF With Value And Defensive Edge
• PLTY: Income And Tactical Positioning On Palantir's Earnings
• IGLB: Duration, Credit Quality, And Yield
• Apple: A $500 Billion Problem
• HFSI: Multisector Bond Fund From Hartford
• PLTU: Play Into Palantir Volatility
• DBC: Commodities Can Provide Uncorrelated Returns During Periods Of Market Turmoil
• Comcast: A Broadband Reset Cannot Be Half-Hearted
• VHT: Passive Health Care Exposure With Conservative Growth
• PAAA: A Fantastic ETF To Access Income-Generating CLOs
• Verizon Remains A Buy Post-Earnings
• Largest Negative Momentum Signal Since February On Technology Breakdown
• BUI: An Unleveraged Quality Utility Fund With 6.2% Income But Getting Expensive
• JRS: Lower Interest Rates Can Be A Growth Catalyst
• FLXR: High-Quality Bond ETF With Attractive Yield And Risk-Adjusted Returns
• Sleep Well At Night With Enbridge
• UFO Brings Investors Space Technology
• CEF Weekly Review: Why Are Muni CEF NAVs Falling?
• QQQX: Strong Performance, Still Looks Attractively Discounted
• SCMB: Perfectly Sensible ETF But Not Obviously Worth It
• RSPU: Preparing For The Eventual Market Pull Back
• VHT: Health Care Sector Bruised Again In July, Spotting Possible Support (Rating Downgrade)
• BMEZ: This Healthcare Fund Is Paying Out More Than It Earns
• VUSB: A Top Choice For Your Emergency Fund
• Enbridge: Diverging Interest Rate Paths Have Me Rethinking Common Vs. Preferred
• What Moved Markets This Week
• Medical Properties Trust: Uncertainty Remains For Now, But The Patient Is Recovering
• JOET: High-Turnover Factor Duo Underperforms The S&P 500, Skeptical View Merited
• TSYY: High Risk Leveraged Income From Tesla
• Core Equities: An Attractive Option Amidst Volatility
• Relative-Value Macro: Finding Friends Outside The Trend
• Finding Homes For All Those Zettabytes
• August 2025 Perspective
• JMOM: Balanced Momentum Exposure
• With WEEK, You Wait For Friday For A "T-Bill Paycheck"
• TUSI: ABS Focused Cash Parking Vehicle
• Erosion Goes On For SPUU
• BUZZ: Beware The Bearish August-September Trend In Social Media Darling Stocks
• SPY Vs. EDV: Why We Don't Do 60-40
• VONE: Broadening Exposure To Large Cap Stocks
• SMDV: A Sector-Heavy Play On Small-Cap Dividend Growth
• Enbridge Inc. (ENB) Q2 2025 Earnings Conference Call Transcript
• RSP: S&P 500 Monthly Dashboard For August
• VUSB: Higher Yield With Lower Duration
• OXLC: Picking Up The Pieces After The CLOpocalypse
• Enbridge Inc. 2025 Q2 - Results - Earnings Call Presentation
• Apple still has time to strengthen its AI race – Janus Henderson’s Richard Clode
• Fortis Inc. (FTS) Q2 2025 Earnings Call Transcript
• Fortis Inc. 2025 Q2 - Results - Earnings Call Presentation
• USMV: Low Volatility Does Not Mean Low Risk
• Apple Q3/25: Very Good Results, But I'm Still Cautious
• Beyond Broad Healthcare: A Smarter Prescription For Growth
• Apple Q3: Double-Digit Growth In Services Continues, Time To 'Buy' (Upgrade)
• 2 Closed-End Funds Generating Passive Monthly Income For Investors
• SCHD Vs. Federal Reserve: My Notes On Dividends And Rates
• Dollar Weakness Boosts International Appeal
• MTUM: Capturing U.S. Momentum
• Country Risk 2025: The Story Behind The Numbers
• Inside China's Pivot: Smarter Growth, Sharper Investing
• USCL:CA - The Yield Is Almost Entirely Return Of Capital
• 1 ETF That Has Beaten The S&P Since Inception And 1 New ETF That Yields Over 12%
• Antero Midstream: Cash Flow Continues Upward Trend
• Still Exceptional: Why U.S. Equity Remains A Cornerstone Of Retirement Portfolios
• Fortis GAAP EPS of C$0.76; updates long-term outlook
• TBUX: Not Too Worried About Credit Spreads
• Real Drawdown Protection, Not Just Theory: The SIXH Advantage
• FINS: Trades At A Discount But Troubled NAV Growth
• Navigating Earnings Season After A Tumultuous Year For Tech
• BIZD: BDCs Look Attractive In An Expensive Market
• ARGT: Long-Term Rebuild, Short-Term Hesitation
• AIA: Not The Best Time To Make Concentrated Bets On Larger Asian Markets
• FDV: Active Dividend ETF With Performance Restrained By Low Beta
• ENCL:CA: A Buy For Income-Focused Investors
• Comcast: This Cash Flow Machine Is Trading At A Big Discount And Attractive Yield
• DVYE: High Yield With A Hidden Weakness
• JEPQ: GPIX Has A Surprisingly Important Yet Small Edge Over This Fund
• ACIO: Sophisticated Buy-Write ETF Lagging Some Competitors
• 3 Reasons To Favor IJR Over IWM In Case High Rates Persist
• AbbVie raises 2025 revenue outlook to $60.5B as Skyrizi and Rinvoq drive growth
• AbbVie Inc. (ABBV) Q2 2025 Earnings Call Transcript
• SCHZ: Tariffs More Moderate Than Expected
• Antero Midstream Corporation 2025 Q2 - Results - Earnings Call Presentation
• Antero Midstream raises 2025 free cash flow guidance by $25M while accelerating capital reuse savings
• Exploring Bitcoin And Gold For Portfolio Diversification
• ETB: Discounted Valuation & Well Supported Dividend
• British American Tobacco: The Market Finally Noticed, But The Big Discount Is Gone
• Mickey Mouse continues to rule our hearts as Disney tops $62B in brand magic
• CWEB Can Be Strategically Utilized To Play The U.S. & China Trade Deal
• 3 Reasons EMPB Could Become An Important Long/Short ETF
• Revisiting JEPQ: A Measured Update And Alternatives
• Comcast Corporation (CMCSA) Q2 2025 Earnings Call Transcript
• The Next Big Theme: July 2025
• AGNC: The 2 Preferreds Questions On Everyone's Minds
• BABX Can Provide China Exposure During Trade Talks
• Comcast Corporation 2025 Q2 - Results - Earnings Call Presentation
• British American Tobacco gains in London after issuing solid full-year guidance
• British American Tobacco H1: Stock Price Up, Vuse Disappoints, I Sell Some Shares
• INDY: Betting On India's Large Caps
• VDY:CA: Popular On Paper, But Not Hugely Compelling In Our Eyes
• JEPQ: Volatility Collapses Post Microsoft, Meta Earnings (Rating Downgrade)
• PFFA Continues To Raise The Dividend And Diversifies Portfolios With Income From Preferred Stocks
• KKR & Co. 'D' Mandatory Convertible Preferred Gets Buy Rating
• Medtronic: Growth Challenges Persist
• Actively Managed EM Bonds: The Edge Investors Need
• The Case For Greek Equities: Deep Emerging Market Value With Developed Market Stability
• REMX Will Enjoy A Big Beautiful Rare Earths Boost
• Coca-Cola: Good Revenue Growth Prospects But Slowing Margin Expansion And Balanced Risk Reward
• FAN: I Expect A Downdraft Later This Year
• GRNY: A Quant-Fundamental Playbook Built For Alpha
• Enterprise Products Partners: Continued Reliably Strong Yields
• S&P 500 Annualized Returns by Decade
• FNDX May Be A Good Way To De-Risk Your Overall Portfolio
• PTIR Can Be A Good Tool To Boost Gains On Palantir
• QMOM Is Struggling, Consider Other Options
• GBAB: Credit Funds Remain Positioned As Useful Equity Hedges
• UVIX And UVXY: The Equity Volatility Premium Might Be Unwound Soon
• EMLC: It Might Be Time For Local Currency EM Bonds
• SHYG: Exposure To Short-Term Corporate High Yield
• HYT: Corporate Bond Fund Offering Income Stability
• A 5-Stock Dividend Growth Portfolio For Strong Total Returns
• THD: This Thailand ETF Won't Make You Smile
• OVL: Put Spread ETF Reaching Its Objective, Yet Unconvincing
• YLDE: A Dividend ETF That Writes Options Against The S&P 500
• Tamarack Valley Energy, Ltd. 2025 Q2 - Results - Earnings Call Presentation
• Tamarack Valley Energy, Ltd. (TNEYF) Q2 2025 Earnings Call Transcript
• GRNY: Inside The $2B Surge Of Tom Lee's Active Granny Shots ETF
• AMDL: A Leveraged Bet On An AMD Comeback
• LTCN: Spot Litecoin ETFs Might Not Matter
• QQQI: ~14.7% Distribution Yield From This Tech-Heavy Call Writing Fund
• COLO: Colombian Stocks Are Worth More Than The Market Thinks
• EMLC: I Expect Local Currency EM Debt To Keep Underperforming
• EWU: Why UK Stocks Could Beat The S&P 500 The Next 3-5 Years
• Quality By Design: A Deep Dive Into The S&P SmallCap 600
• VPL: A Less-Stellar P/E, But Momentum Is High Heading Into August
• JQUA: A Diversified Bet On Quality
• Rithm Capital's Future Re-Rating Likely Prolonged - Enjoy Rich Dividends While Waiting
• VIXY Can Be An Appealing Market Hedge
• WIA: A CEF To Navigate Higher Inflation And Market Uncertainty
• QDTE: You Either Love It Or Hate It, But Either Way, You Reinvest
• YMAG: An Attractive And Flexible Income Approach With Very Convincing Total Returns
• A Brilliant And Simple Large-Cap Strategy Anyone Can Do
• Tamarack Valley Energy: Impressive Production And Free Cash Flow In Q2
• PDO: 11% Yield Is Not Enough
• XBI: Surprise Exit Of A Tough Regulator At The FDA
• EMB May Face Heightened Tariff Risk For The Not-So-Obvious Reasons
• SELV: Attractive Valuation, Low Volatility
• Enterprise Products Partners: The Value Story Continues
• SPXL: A Good Option For Investors Looking To Amplify Gains From The S&P 500 - With Risks
• BITO: There Are Better Ways To Play Bitcoin (Technical Analysis)
• Tamarack Valley Energy GAAP EPS of $0.17, revenue of $408.27M; raises FY production guidance
• FTHI's Strategy Isn't Enough To Overcome Structural Limits
• Enterprise Products Partners: Time To Buy Is Now
• PCN: Reliable Dividend Income And Low Leverage Risk
• AMDY: Turn AMD's AI Boom Into Monthly Income
• IXJ: A Bet On Global Healthcare Recovery
• SHYG Provides Short-Term, High-Yield Exposure, But Faces Macro Risk
• BST: An Attractive Play For The Short Term
• SHOC: A High Conviction, Low Profile Bet On Semis
• VFMV: Offering More Benefits Than Just Low Volatility
• SCHG: A Growth ETF You Will Regret Not Buying
• VFMO: Momentum Investing Is Flourishing, But Consider SPMO Or MTUM
• VXX: We Are Too Low (Rating Upgrade)
• SHY: Major Macro Week Will Dictate The Path Of Interest Rates
• NFJ: Cheap Relative To Peers, But Now Is Not The Best Time To Buy
• KHPI: New Buy-Write ETF With A Good Start But High Fees
• Financial Sobriety Is A Rare Superpower Over Time
• PMX: Municipal CEF With Turnaround Potential
• DUHP: Dimensional's High Profitability ETF Faces Stiff Competition
• XLE: Still Has Value, Could Be Volatile, Don't Expect Much Either Direction
• EXG: Attractive Monthly Distribution But Discount Narrows
• Gold's Glow In 2025: Tactical Spark Or Strategic Signal?
• GGLL: Great Way To Take Advantage Of Gains On Alphabet But Be Wary Of The Risks
• ETHW: Flows Don't Lie, Ethereum Regains Its Footing
• PDI: Resilient Multi-Sector Income Fund
• PDI: Credit Offers Opportunity In An Expensive Market
• EWQ: French Equities In A Global Context
• Strong Momentum On Bitcoin? Then I Choose FBTC
• PPT: Multisector Bond CEF, 8.6% Distribution
• IEFA: Low Starting Valuations Offset Weak Growth Outlook
• KWEB: Easing Geopolitical Tensions Could Get A Boost If Trump And Xi Meet (Rating Upgrade)
• FDIG: The Underwhelming Underachiever
• GLD Vs. SLV: I Like Gold Better As China Buys More
• Seeking Monthly Income? This Covered Call Trio May Be All You Need
• PDI's 13.8% Yield - Despite Coverage Shortfall, CEF Worth Considering
• FIDI's Diversified Yield Case: Respectable, Not Exceptional
• METW: Harvesting Meta's Mag 7 Momo On A Weekly Basis
• Fidelity Limited Term Bond ETF Q2 2025 Commentary
• NDMO: Diversified Municipal CEF Reliant On Lower Interest Rates
• NVDY Makes It Possible To Collect Your Initial Investment Back
• SMH's Minor Fund Tweaks Could Be A Smart Move
• SMH Is A Concentrated Play That Works
• EWG: Running Out Of Fuel
• BME: The Resilient Income Investment Of The Healthcare Industry
• Janus Henderson B-BBB CLO ETF: A Great Way To Diversify Portfolio And Pick Up Yield
• BND: From Coupons To Fluctuations
• AGNC And Interest Rates
• JTEK: A Portfolio Of 63 Tech Leaders Can Offer Lofty Returns
• LOUP: A Thematic Growth Play Inferior To QQQ
• URA: Buy With The Intensity Of A Thousand Suns
• NVDY: The Income Looks Tempting, But The Risk Is Real
• VTI: Bearish Seasonality Looms As U.S. Stocks Trade Above 23x Earnings
• YMAG: Add A Put Option, Save A Retirement Portfolio
• LOUP: Innovation ETF Lagging The Sector Benchmark
• FAS Can Amplify Returns On The Financials Sector
• VYM: A Potential Rate Cut Loser (Rating Downgrade)
• Enterprise Products sees resilient Permian production despite weak oil prices
• Medtronic shares snapped six-session winning streak
• Why FDIG Will Continue To Lag Behind Crypto And Single Stock Picks
• Rithm Capital Q2 Earnings: The Market Underreacted
• BXMX Delivers Income In Place Of Growth
• No Asset Is Safe - But Some Lose Less
• PPA: The Trend And Fundamentals Remain Bullish
• Adjusting Dad's Trust For New Tax Reality
• Rithm signals potential $1.5B SMA expansion and 18% ROE focus while advancing asset management growth
• IBIT: A Simple Way To Play Bitcoin
• Verizon: Underwhelming Guide Up
• QDTE: A Bullish Bet On Nasdaq (Not A Hedge)
• Eagle Point Income: 12% Not Enough To Justify Risks And Likely Future Cuts
• Portfolio Benchmarking: 5 Reasons Underperformance Occurs
• IEUR: Tariffs Lower Than Threatened
• FLTR: A Fair Floating Rate ETF, But Lagging Inflation
• RQI Is Still Generating Large Distribution Yields For Income Investors
• EXG: Solid Global Fund But Flawed Dividend History
• YINN: Trade Jitters Make It A Risky Time To Be Levered Long China
• CEF Weekly Review: More CEF Liquidations
• VCRM: Active Quality Muni Bond ETF, Tax-Advantaged 3.6% Yield, Better Choices Out There
• MSTY: A High-Risk, High-Reward Bet On Bitcoin
• IWMY Can Provide Investors An Appealing Income Strategy
• BITW: Against My Bitcoin‑Maximalist Philosophy
• Fifteen Dividend Companies Raising Distributions Last Week
• HIX: Continued NAV Destruction Makes It Hard To Recommend This High-Yielding Fund
• ILCG: A Growth Bias Can Prove Reckless Now
• ZAP: Powered By A Strong Megatrend
• Tyson Foods: Bulls And Bears Can Agree, Use Chickens As Portfolio Stabilizer
• KBWY: A High-Yield Is A Lure, Don't Be A Fish
• MFA Financial: High Yield, Uncertain Distribution Coverage
• DUSA: A Concentrated Portfolio With Solid Track Record
• OMFL: More Stable Returns Ahead For This Once-Popular Multifactor ETF
• IYJ: Industrials ETF Breaks Out With A Stretched Valuation
• JEQ: No Longer A Japan Equities CEF After The Vote
• MCN: The Yield Is Nice, But This Fund Is Hard To Recommend
• EQWL: A Smarter Core Holding For A Narrow And Overvalued Market
• JPRE: Upside Depends On Capital Gains Realization
• AGNC Investment: Strong Value Proposition
• MDY: Future Market Conditions Support Mid-Cap Investing, Consider The Best To Earn Lofty Returns
• 5 Best CEFs This Month For Yields Up To 13% (July 2025)
• NPFD: Future Interest Rate Cuts Can Be A Growth Catalyst
• LVHI: A Decent Low Volatility International Dividend ETF
• EFAS: I Finally Found An International ETF I Like
• UTEN: Depends On Corporate Pricing Power In Current Consumer Climate
• LQDW: A 17% Yield Is Possible Only With A Steep Capital Decay
• EPU: Peru Isn't One Of My Top LatAm Picks Right Now
• BIT: Revisiting This Former Holding
• YYY Provides Diversified Exposure To Closed-End Funds But Underperform Peer Strategies
• OCCI: The Double-Digit Yield May Not Be Worth The Risk (Rating Downgrade)
• Worried About Inflation? Old Republic Offers Protection Through Growth And Dividends
• SPE Acts As An All-In-One Portfolio Strategy But May Not Be Optimal
• YBIT Seems The Least Appealing Bitcoin Option Strategy
• The Interesting Case Of The Hong Kong Bull Run
• XTN: Avoid This Low Quality Small-Cap-Leaning Transportation ETF
• KEMQ: Emerging Markets As The Next Consumer Tech Growth Catalyst
• DIVI: The Rare International ETF That Gets It Right
• VEU: A Beneficiary Of European Defense Spending
• PML: Discounted Valuation As A Result Of Weak Performance
• VSS: Why I Keeep Buying International Small Caps
• RMT: A Unique Small-Cap CEF That Outperforms Its Index And Trades At A Discount
• YYY: Slow-Motion Train Wreck Unfolding As Expected
• PKB: Quant Stock Selection Method Weakens This Construction ETF
• ENCC:CA: An Energy ETF That Currently Yields 14%+ With Consistent Monthly Payouts
• GOVZ: Attractive Only When Fiscal Discipline Returns
• NFLY: Great Option To Boost Profits On Netflix
• The New Axis Of Defense: Europe's Rise In Cyber, Sensors And Sovereignty
• YBIT: ~46% Distribution Yield, But Peer Looks Better
• From Forecasts To Facts: Revisiting 2025's Investment Themes
• Covering ETFs: The Overlooked Gem For Audience Engagement
• TYG: Renewables Keep Producing Losses, But Strength In Midstream Offsets It
• ARKG: April's Wash-Out Low Is Encouraging, Healthcare Still Soft
• Nasdaq Announces Mid-Month Open Short Interest Positions in Nasdaq Stocks as of Settlement Date July 15, 2025
• MSTX May Expose More Value Decay When Compared To Peer MSTR Strategies
• MGC: A Sharper, Leaner S&P 500 Built For The Long Game
• What's Driving The Strength Of Corporate Bonds?
• Esports Investing: How 5G, AI And Cloud Gaming Are Driving Growth
• The Portfolio Continuum: Rethinking Gold In Alternatives Investing
• Stronger Signals: A Turning Point For Cell Towers In U.S. And Europe
• Unleveraged Options In The Tax-Exempt Sector
• FDM: Be Cautious About This High-Risk, Low-Reward Micro-Cap Play
• HTD: Buy This Quality Fund For Monthly Income
• DFAT: A Low-Volatility, Attractively Valued Small-Cap ETF
• DON: The Dividend Focus Doesn't Justify The Higher Fees
• Lukewarm About GF At This Juncture
• CEF Insights: Midyear CEF Market Review And Outlook
• NXJ: This Fund Offers New Jersey Retirees Double Tax Exemption
• SRET: Forget The 8% Yield And Look At REET Instead
• BXSY: This Unique Fund Could Have A Lot To Offer
• Old Republic International Corporation 2025 Q2 - Results - Earnings Call Presentation
• Old Republic International Corporation (ORI) Q2 2025 Earnings Call Transcript
• A Safe Place To Land: How And Where To Park Cash (Especially In Retirement)
• FTEC: Fidelity's IT ETF Well-Positioned
• SCHG: An ETF That Can Compound With Generational Wealth Potential
• ITA: Record Profitability Is Likely To Extend A Blistering Upside Momentum
• SRLN Provides An Appealing Approach To Leveraged Loans
• JETS: Seasonal Headwinds In Play, Muted 'Big 4' YTD Performances
• FTEC: The Right Core, But Not The Complete Picture
• IYG: Capturing The Digital Payment Surge
• PCEF: Still A Sell On A Relative Value Basis
• Could China Stop Exporting Deflation?
• XDIV:CA Or XDV:CA -- Which Is The Better Dividend-Themed Canadian ETF?
• SHLD: Shield Yourself From Losses -- Sell
• SCHI: Intermediate Corporate Bond Outlook
• BGB's Biggest Risk Is A Pivot In Rate Policy
• IEMG: Another Double-Digit Upside Doable In 2025 For Emerging Markets
• WisdomTree Bianco Total Return Fund Mid-Year Update
• GPIX: A Tax-Efficient Way To Keep Your Retirement Linked To The S&P 500
• VONG Vs. GGUS: No Need To Switch
• Navigating China's Economic Crossroads: Stimulus, Trade And Global Positioning
• EWJ: Get The YEN
• XMHQ: The Recent Portfolio Rebalance Fuels Price Returns, But Still Appears Unattractive
• Nasdaq Announces Quarterly Dividend of $0.27 Per Share
• Nasdaq Reports Second Quarter 2025 Results; Double-Digit Net Revenue Growth Reflects Strong Momentum Across All Divisions
• BGB: Offers A Clear Path To Alpha By Capturing The Discount
• KMLM: Signal Vs. Noise - Navigating Today's Trend Following Landscape And Q2 Review
• MTBA: A Solid Play On MBS Offering 6% Yield
• Introducing The Global X PureCap Suite: Exploring Innovation Beyond Traditional Sector Investing
• Reviewing Enbridge's Domination Over Both Pipelines And Utilities
• Gold And Bitcoin Shining In 2025 As ETFs Drive Diversification
• NXG: Collecting Income From Modern Infrastructure
• FVAL: A Value ETF Loaded With Growth Stocks
• Myth-Busting The S&P 500 Index In 3 Charts
• Canoe EIT Income Fund: Why Retirees Love This Fund
• DBL: Currently Trading At A Rare Discount, But Not The Greatest History
• MOO: A Fertile Investment
• YMAX: A Rare Option Income Fund That Behaves Like Growth
• The Dollar Is Crashing: VYMI To The Rescue?
• QDEF: Dividend ETF With Little To Show
• PFO: Attractively Priced To Benefit From Interest Rate Cuts
• ENDW: Interesting New Endowment Style ETF
• MDST: Active Midstream ETF, Double-Digit Distribution Yield, Below-Average Returns
• INDA: A Comprehensive Coverage Of The Most Important Indian ETF
• EWT: Taiwan Semiconductor Surging, Lifting The Taiwan ETF
• Is It Time To Consider Hedging Stock Market Risk?
• VCSH: Short-Term Corporate Shelter
• VCSH: Short-Dated Bonds May Remain In Favor With The Return Of Inflation
• XMMO: Impressive Returns And Fundamentals For This Mid-Cap Momentum ETF
• FSCO: Double-Digit Yield And Alpha Compared To BDCs, It's A Buy
• Energy Infrastructure's Fit And Function In Portfolios
• S&P DJI's Global Islamic Equity Benchmarks Rose 6% In H1 2025, Underperforming Conventional Benchmarks
• SCHV: A Quiet Contender In A Growth-Dominated World
• DIAX: Collecting A High Yield From The Dow Jones
• High-Quality Preferred Stock With 6% Yield Potential From Gabelli Equity Trust
• ARKB May Provide An Extra Layer Of Security With Bitcoin Cold Storage
• ESPO: An Overlooked Gem With Excellent Risk/Reward
• LDP: Preferred Stocks, If You Want Them
• Equity Market Outlook Q3 2025
• Oil Is Probably Not The Market's Biggest Threat
• XLG: Consider Top 50 Amid A Strong Stock Market Outlook
• BUFR: Designed For Risk-Averse Investors In This Overheated Market
• ETHT: 2x Ether ETF, Up Over 100% In The Past Month
• VCLT: Might Be Too Early For A Rotation Into Long-Term Issuances
• FDLO: Low Volatility And A Strong Tracking Record
• KSA: Vision 2030 Could Translate To Lucrative Investment Opportunities In Saudi Arabia
• Why Warren Buffett Chose This 2-Fund Portfolio For His Spouse?
• KMLI: Latin America's E-Commerce Revolution Doubles Up
• SMIN: The Case For Holding The ETF - Risks, Rewards, And Relativity
• YMAX: This Fund-Of-Funds Could See Sustained Upside
• JCE: Unlikely To Provide Alpha But Still An Attractive Income Fund
• SPHB: Don't Chase High-Beta Right Now
• MINT Can Provide Investors With Appealing Yields And Liquidity For Excess Capital
• EOS Promises More Than It Delivers - But Still Delivers Enough
• NPCT: Higher Ethics Lower Returns
• VYM: Reassessing After A Successful Three Months (Rating Downgrade)
• IQLT: A Reasonable Choice For International Equity Exposure
• CME Group and Nasdaq Extend Exclusive Nasdaq-100 Futures License Through 2039
• XLU Vs. UTF: We Prefer A Leveraged Utility Play Amid 'Build, Baby, Build'
• KARS: The Autonomous Vehicle Reality Check
• Crude Concentration: Why Commodity Strategies Diverge
• A Bullish Trend In The Harbor Commodity All-Weather Strategy ETF
• TLT: Rate Expectations Down And Yields Up? It's All About The Term Premium
• IGV: Software ETF That Offers Concentrated Opportunity In The Technology Sub-Sector
• FEZ: Euro Strength A Tailwind, Still Cheap On A P/E Basis
• Starwood Property: Buy The Dip
• EWL: Buy Swiss, Invest Globally
• The Case For ROBO ETF: Investing In Automation, Not Hype
• VIS: A Strong Option To Invest In U.S. Industrials
• EWS: Singapore Offers Solid Valuations And A Potential Safe Haven
• VTWO: The Upcoming Challenges For Small Caps
• XMMO: Holding Out For More Data
• Toronto-Dominion Bank: It's Still A Good Buy Even After Its Recent Surge
• 4 Reasons To Buy AbbVie
• VTWO: U.S. Economic Growth Likely To Bottom Out In 2025
• A New Regime For Income In Portfolios
• SMH: Buying This ETF Right Now Will Make You Shake Your Head - Sell!
• The Cybersecurity Crossroads: How Public Companies Are Defending A Digital World In 2025
• Knowing Your 'True' Return On Investment Will Incentivize You To Become A Better Investor
• Beyond The Buzz - Segmenting AI Exposure
• JRI: Valuation Suppressed By Heavy Leverage
• KIE: Same Multiple On Larger Cap ETFs
• Replacing AGG With 2 ETFs That Cost At Least 8× More Can Make Sense
• VYMI: A Diversified International Dividend ETF That Doesn't Stand Out
• KEMX: A Precision Base For Customized China Exposure
• It Is Time To Ignore Total Return
• More Market Uncertainty Likely: Guard Your Wealth With These Two Covered Call ETFs
• BSL: Its Real Yield Looks Sustainable And Its Z-Score Is Defensible
• Starwood Property Trust: A Major Dive Into Net Lease
• SVIX: Volatility Has Subsided, Trade Is Done After Gains (Rating Downgrade)
• JEPI: Monthly Income With Structural Discipline And Defensive Profile
• BUZZ Investing: Market Gains Broaden
• ARKF: Take Profits After The Massive Post-Liberation Day Rally
• Hedging The Corn Cycle: Pairing The Andersons With Tyson Foods
• VTIP Can Protect Investors From Inflation With Short-Duration TIPS
• CGW: A Ticket To The Global Water Industry
• JEPI And SPY: Tactical Shift At All-Time Highs
• Mag 7 Components Turning Value? The Russell Shuffle
• Trading Risks: Post-Tribute Day Takeaways And The Road To August 1
• QDVO: Active Option Writing Meets High Conviction Growth
• SPSB: An Attractive Short-Term Bond Play
• JEPI: The Evidence Is Mounting That Better Covered-Call Funds Exist
• CQQQ: Waiting For China's Tech Revival
• Model Portfolio For Capital Appreciation, July 2025
• CGCP: Turn-Around Potential When Interest Rates Are Cut
• JEPI ETF: Below-Average Income Potential Ahead
• Introducing WisdomTrees True EM Strategy
• What The 'One Big Beautiful Bill' Means For Muni Investors
• FPX: A Time-Proven ETF To Bet On IPOs
• Welcome To The Era Of European Strategic Rearmament
• JAAA: Superior To T-Bills And Bonds On Almost All Metrics
• The World After U.S. Exceptionalism: A New Chapter For International Equities
• ETG: Healthy 7%+ Distribution Yield, But Discount Narrows To A 'Hold' Rating
• IGIB: You Can Do Better
• Gold's Enduring Value In Market Downturns
• IDEV: International Stocks Set For Further Outperformance
• XLY: Economic Growth And Rate Cuts Are Likely To Back Consumer Discretionary Sector
• Passive Still Works - But Not In 2025
• TFLR: More History Improves Rating On This Floating-Rate ETF, Now A Buy
• HIPS: Not A Buy And Hold, 10% Yield
• JAAA: Don't Worry, Rate Cuts Will Not Impair The Investment Case
• BKGI: Cheap Holdings With Stellar Performance
• QDVO: Has Outpaced QQQI And JEPQ In Total Return Since Inception
• UGI Corp.: Undervalued Dividend Aristocrat With Excellent Growth Prospects
• Nasdaq Verafin Announces Launch of its Agentic AI Workforce, Delivering a Step Change in AML Compliance Efficiency
• DHF: Weak Performance Due To Higher Interest Rates
• GBTC: Quantum Computing Risk (Rating Downgrade)
• IFN: This Is Likely Not The Time To Buy Into Indian Equities
• SWAN: Tail Risk ETF With A Mixed Track Record
• DSTL: A Portfolio Poised To Outperform
• FFA: This Fund Looks Decent, But Tech Exposure Hurts Diversification
• QDVO: Low Volatility Limits Covered Call Income Potential Today
• PHYS: Gold's Bull Market Is Not Done, $4000 In Play
• CCIF: The ~20% Illusion And What Carlyle's Isn't Telling You
• FDVV: A Solid Dividend ETF With A Potential To Offer Lofty Returns In The Long Term
• VTV: Is Vanguard's $200B Value ETF Right For You?
• GDXY: How YieldMax Turns GDX Into Cash Flow
• IUSV: The Case For Large-Cap/Mid-Cap Value
• Total Return Breakouts: Signals Weakening After Record Gains, Nvidia And Semiconductors Key
• FBCG Delivers On Alpha - But Only In Bull Markets
• FDVV: Compelling Choice For Retirees That Want Income And Growth
• FNGG: Buy This Absolute Beast For Amplified Tech Gains But Be Ware Of The Risks
• MCI: A Great Fund For The Long Term, But Has Outrageously High Premium
• AMLP: Nice Juicy Yield, Just Mind The Fees
• SGDM: The Best Managed ETF Is Still A Sell
• LTPZ Is An Attractive Inflation Hedge
• JMBS: Another Solid Risk-Return Option From Janus Henderson
• INFL: An Inflation Hedge Via Select Vectors
• FCPI: A Hedge Against Inflation While Playing Defense
• CEF Weekly Review: Tender Offers Keep Delivering Value To Investors
• QQQI: The Fund's Strategy Has Again Proven To Be Successful In A Changing Market Environment
• Q3 2025 Equity Market Outlook
• FBCG: Comparable Risk And Return To Index ETFs
• LFGY: A Compromise Among Single-Name Buy-Write ETFs To Know
• FBCG: Way Too Aggressive For Using Right Now
• MARO: Elevated Risk Due To Bitcoin Exposure
• JNK Can Benefit From Lower Rates; Cuts May Be Pushed Out Due To Higher Inflation
• DIVZ: Active Dividend ETF With Low-Risk Profile
• PHO: Riding $50Bn Of Subsidies
• COPX: Tariffs Create Noise, But Copper's Bull Case Is Intact
• Sprouts Farmers Market: Fruitful, But Growth Looks Limited
• IPAY: Superb Digital Payments Exposure
• Thomson Reuters Corp to Join the Nasdaq-100 Index® Beginning July 28, 2025
• QQQI: Sounds Like A Good Idea But It Isn't Worth The Fees - Sell
• Categorizing Tech Companies' Valuation Risk
• GDXY Provides Income At A Cost
• Understanding VT: Vanguard's All-In-One Global Stock ETF
• TIP: Trump Feud With Federal Reserve May Collapse Bond Market
• VEGI: Overpriced And Overconcentrated
• Nasdaq statement on the preliminary proxy filed by Invesco QQQ Trust and the proposals contained within it
• PAVE: Continued Industrials And Materials Tailwinds, Eye On The Macro
• ARKK: Chasing Short-Term Momentum Is Not Worth The Risk
• QQQI ETF: I See Better Hiding Places Amid Record NASDAQ Levels
• SPLG: My Favorite S&P 500 ETF
• TDIV: A Solid ETF To Access Tech Sector With A Low Risk Factor
• Inside AVSD: A Diversified ESG Play On International Equities
• ZTR: Arbitrage Opportunity On This Complicated Income Fund
• GGN: Gold Miners Covered Call Fund, 8% Distribution
• ARKQ: Alpha Is There, But It's Hidden Between The Lines
• NVDX Aims To Deliver 2x Nvidia, Here's How I'd Use It (Technical Analysis)
• SCHD: Built To Withstand Trumponomics
• QQQI Has Become A Quintessential Income Fund That Can Recover From Sharp Downturns
• SSO: Good For Short-Term Tactical Exposure To S&P 500 Upside
• VAW: Materials Dashboard For July
• SCHG: An ETF For Those Seeking Tech Exposure And Growth
• AVLV: A More Conservative Large-Cap Portfolio
• Holding Steady Amid Whipsawing Markets
• CLOZ Vs. USHY: Which Is Best For Income Investors And Retirees?
• WCLD: Bets On The Next Cloud Computing Disruptors
• CHY: Not The Ideal Time For This Convertible Fund
• PEO: Energy And Materials Equities CEF (Rating Upgrade)
• Domino's Pizza: All Priced In, No Mistakes Allowed
• BUI & DNP: Utility Funds Get Too Expensive
• GPIQ: 10% Yield Plus Growth Potential
• RTH: The Resilient Performer Of The Retail Industry
• FDIS: Consumer Discretionary Dashboard For July
• DWX- Is It Better Than VYMI?
• BCV: An Improving Convertible Bond Fund, Should Be Better Than Traditional Bonds
• The Dollar Index Remains Under Pressure: Reiterating A Buy On The UDN ETF
• Asset Allocation Insights - Quarterly Report: June 2025
• Bitwise Bitcoin ETF: Bull Market Still Running On One Engine
• HDV: Dividend ETF That Focuses On Reliable Income
• Weighting In The Wings: Equal Weight In A Mega-Cap World
• FSTA: Consumer Staples Dashboard For July
• AbbVie: Why I Set A $175 Buy Order
• BBJP: Yen Declines Generally Benefit Japan, But Tariffs Hit Most Allocations
• High Earnings Growth Will Not Forestall Stock Market Losses, Baby Boomers Beware
• BSV: Stability, Half-Term And Liquidity
• IBIT: Still The Best Gateway To The Hardest Asset In The Market
• FREL: A Bet On Mid-Cap REITs Recovery
• SPUS: Popular Shariah-Compliant ETF With A Large Growth Lean
• The Only Time I Would Buy VYM Instead Of SCHD
• URNM: Access To The Uranium/Nuclear Thematic Comes With Complications
• RAAX: Gold, Energy And Materials In One Fund
• Staying Focused Through Noise
• EWJV: Danger On FX And Tariff Front (Rating Downgrade)
• VIG: A Top Wealth-Building ETF
• TCAF Struggles To Outpace S&P 500, Cheaper Alternatives Exist, Sell
• BANK:CA: The Cost Of Its Consistent 15.81% Monthly Payout
• Staying The Course: Resisting Temptation In Volatile 2025 Markets
• Asset Allocation Committee Outlook Q3 2025
• IVES: A Watershed Moment For Investors In The AI Revolution
• FT: Income Plus Inflation Protection
• Choosing The Right China Tech ETF: KWEB And KTEC
• EPI: The Stars Are Aligning For This Imperfect Indian ETF (Rating Upgrade)
• PSFF: Easy Exposure To Multiple Buffer ETFs
• EFA: A Flawed Hedge With Diminishing Long-Term Appeal
• NMZ: Still Waiting For A Better (Cheaper) Entry Point
• SOXX: China Reopens To Chips, Timing Is Perfect
• Triple-Factor Closed-End Fund Report, June 2025
• DIVB Can Beat S&P500, Worth Considering This Dividend ETF For The Long Term
• ADX: Solid Equity CEF But Expensive (Rating Downgrade)
• SLYV: The Risks Of Small-Caps Can Offset The Value Factor
• The Small Cap Covered Call Yield Pick-Up
• PRN: Industrials Dashboard For July
• HYG: Is It Still The Best High-Yield Option?
• LVHD Can Provide Investors With Stability And Income
• ADX Looks Like A Dream, Until The Cycle Turns
• SPLB: The Worst Of Both Worlds From A Macro Stand-Point
• XNTK: Technology Dashboard For July
• VIG Vs. VOO: Best Time To Buy VIG In 10 Years
• SSO Can Amplify A Trader's Returns Over The S&P 500
• It Is Time To Leave SIL And Return To SLV
• SPYD: Everything You Need To Know About This High-Yield ETF
• ARKW: High Conviction Innovation With High Risk - A Tactical Hold At Best
• RDIV: Checking In On Invesco's High Yielding Revenue-Weighted ETF
• ETHU Amplifies Risk Beyond My Comfort
• VNQ: Data Centers Are Carrying Commercial Real Estate
• Bad News For PIMCO CEF Vehicles
• XLV: Life Expectancy, Patents, And A Positive Outlook Will Pave The Way
• TLTW: Covered Call Treasury ETF, Strong Distributions And Momentum, Favorable Market Conditions
• FDMO: A Momentum ETF Blending Broad-Based Approach And Controlled Volatility
• DRIV: AI And Innovation In The Driving Industry
• MSTY: 100%+ Yield? Don't Fall For The Hype
• YBTC Might Be The Best Bitcoin Covered Call Fund
• ARKW: Enticing Fund, But The Rally Is Stretched
• 3 Core Investments In Our Growth Portfolio
• Why Global Infrastructure? Why IPAV?
• IDU: Utilities Dashboard For July
• HDIV:CA: Prudent Leverage And Sector Diversification
• Tech Tonics
• EVF: Distribution Cuts Likely To Continue
• SCYB: Passive High Yield ETF From Schwab
• PPA: An Ideal Way To Invest In Defense And The Golden Dome
• FINX: Capturing All Major Trends Of The FinTech Industry
• QMAX:CA: This Covered Call ETF Is A Buy For Income-Focused Investors
• TLH Becomes The Core Of A Portfolio Thanks To Trump
• GRNY: A Conventional Investing Approach Focusing On High Concentration-Risk Stocks
• FIW: The Best Choice If You're Determined To Own A Water ETF
• XSMO: Outstanding GARP Stats For This Small-Cap Momentum ETF
• FDN: Netflix Earnings May Dictate The Next Move
• Enbridge To Benefit From 'Build, Baby, Build!'
• XPH: Healthcare Dashboard For July
• IUSG: Reinflation Appears, Cost Of Capital Risk To Horizon Values
• KBWB: Backing Out Of A Bullish Outlook On U.S. Banks
• 4 Ways To Stick With QQQ During Increasing Risk
• Enbridge: $100 Oil Price Can Be A Black Swan In H2 2025 (Rating Upgrade)
• Global Gold Miners ETF: Solid Potential Amid Rising Gold Prices
• EFR: Payouts May Continue To Decline
• 4 Closed-End Fund Buys In The Month Of June 2025
• PDBC And Commodities: Underperformance In Q2 For The Energy-Centric ETF
• AIPI: A Superior Covered Call Fund, But Not Without Its Risks
• LVHD: Lags In Bull Markets And Shows Inconsistent Drawdown Protection
• Global Market Perspectives Q3 2025: Shaken, Not Stirred
• SHLD: A Compelling ETF, But Prefer To Wait For Some Retracement
• XLU: Break Out Alert
• TSLY: Consistent Income With Some Upside Benefit On Tesla, Hold
• TSLY VS. CRSH: Both Long And Short Tesla Income ETFs Disappoint
• CEFS: Monthly Income With High Total Return
• FFOG: High-Achiever Portfolio Outracing QQQ Has Risks And Disadvantages
• TSLY ETF: Hold As Tesla Stock Consolidates (Technical Analysis)
• EMD: A Well Run Emerging Market Debt CEF, But Valuation Is Stretched Now
• 2 ETFs For Solid Returns And Diversification
• Rethinking CONY As Coinbase Rallies - Tactical Use, Not Income Plan
• HACK Is Dominating Its Cybersecurity ETF Peers
• CGO: Discounted Valuation Makes Entry Here Attractive
• IUSG: Difficult To Trust The Trend
• DJIA: Covered Calls, Capped Gains, And An Unreliable Yield
• Why Now Is A Great Time For Alpha
• CONY: Riding Coinbase's Stablecoin-Led Upside With Dividends
• June Market Recap: Policy Shifts - Themes Endure
• Volatile Quarter, But Fallen Angels Still On Top YTD
• GVAL: Buying What's Cheap Isn't Value Investing
• CLOU: A Strategic Positioning Benefiting From AI
• DHY: Not A Bad Junk Bond Fund, But The Price Could Be Better
• PDI: Get In Before The Fed Changes The Tune
• WEA: More Downside Than Upside For This CEF
• GSIE: Smart Beta, Average Returns
• PDX: Buy Before The Discount Closes
• I'm Selling My IDMO
• HMAX: Why Squeezing 13.77% Yields From Canadian Financial Companies Are Not Worth It
• U.S. Large-Cap Value Turns Expensive, Soft Relative Strength With DHS
• Silver's Ascent With The SLV ETF Product
• From RNP To RQI: The Best Switch You Can Make Today
• Closed-End Funds: Screening For Potential Opportunities To Kick Off H2 2025
• NVDY: A High-Risk, High-Reward Bet On Nvidia's Growth
• BLOK: Maybe The Optimal Blockchain Strategy, But Volatility May Be Too Risky For Many
• Allspring's EOD Is Flying High While Still Under The Radar
• BLOK Benefitting From Bitcoin's Boom, Reiterate Buy
• PDCC: Potentially Stay Underwater In Long-Term Investment After The Rate Cut
• Inflation Risks Rising But SQQQ Is Not A Hedge
• BGT: The Golden Era For Floating Rate Funds Has Passed
• RSSY: Important Update (Downgraded To Strong Sell)
• NCLO: Explosion Of CLO ETFs Likely To Destroy OXLC And ECC Models
• IYH: An Aggressive Positioning On The U.S. Healthcare Industry
• Relative Returns Or Absolute - What's More Important?
• ARKK Is Making A Comeback, Don't Miss Out
• TLT: The Upside Could Be Much Bigger Than You Think
• TLT: Favorable Risk-Reward As Rates Will Likely Drop
• TLT: Trump Is Right About Interest Rates, So It's Time To Back Up The Truck
• DHS Is A Solid ETF, But Peers Offer Higher Returns With Modest Risk Factor
• Tech ETF Showdown: XLK Vs. QQQ (The Winner May Surprise You)
• Why Stock Picking Fails - And Why SPY Or VTI Is All You Need
• Hormel: An Undervalued Protein Market Leader
• CHI: A Solid Fund But Cyclicality Threatens Its Interim Prospects
• NXG: Still Not Sure Where The Income Is
• IGD: This Fund Can Add Diversity To A Portfolio, But It Is Near A 3-Year High
• TUR: Investing In The Turkish Economy
• HTUS: This Market Timing ETF Still Has To Prove Itself
• Enbridge Justifies Further Upside Thanks To Continued Growth
• TBG: A High-Conviction Dividend ETF Finding Its Footing
• RAAA: A New And Exciting Leveraged AAA CLO Fund From Reckoner
• Indian Equities Are A Good Opportunity, But PIN Is Not The Best Fund
• QQQY: Underperformance And Upcoming Change
• When You Should (And Shouldn't) Buy DIVO Instead Of SCHD
• CEF Weekly Review: Defining Overdistribution
• XLF: An Attractive Blend Of Financial Stocks And A Low Cost
• JBND: One Of The Few Active Funds I Can't Criticize
• Enbridge: Looking Toppy, Some Warning Signs (Rating Downgrade)
• STIP ETF: Profit From TIPS Asymmetric Opportunity
• Can Berkshire Hathaway Still Be Great Without Warren Buffett?
• RFI: An Attractive, Unleveraged Real Estate Fund With 8% Plus Yield
• XYLD: A Blend Of Ultra-High Yield And AI-Driven Growth
• CONL Displays Substantial Exposure To Bitcoin
• UTF Vs. UTG: Battle Of Top Monthly Dividend Funds
• CAOS: Hedging Against A Crash
• SCD Yields 9.27% After A 6% Distribution Bump
• 2025 Midyear Outlook: How Investors Can Get A Grip On Economic Uncertainty
• PHD: You Don't Need A Doctorate To Recognize A Good Investment
• IJH: Mid-Caps And The Short-Term Risks
• TPZ: A Solid Option To Invest In The Energy Infrastructure
• HPI: Stretched CEF Blending Corporate Bonds With Preferred Equity
• ROBT: The Risk-Light Option Of AI Funds
• BGY: Global Exposure With An ~8.8% Distribution Yield
• Enbridge: My Hybrid Investment Approach Pays Off
• SPY: Wile E Coyote Moment On The Horizon
• WCBR: An Interesting Cybersecurity Positioning With Disappointing Performances
• SLVR: A Good ETF In A Likely Overbought Silver Market
• IWC: Microcaps Hit Key Resistance, Ultra-Low P/E Not Enough Yet
• SPMD: Considering The Short-Term Risks
• REM: Robust Total Return Outlook
• IEI: Not Very Efficient Way To Target Moderate Duration
• USA: A Strong High-Yield CEF Option
• FFC: There Is No Compelling Reason To Buy This Fund Over Other Preferred CEFs
• YANG: The Good, Bad, And The Ugly In Investing Chinese Stocks
• How Overvalued Is The S&P 500 Index Today?
• HEQT: A Promising Hedged ETF With Reasonable Fees
• Risk Management For Today's Income Portfolios
• SEIV: Solid Value And Quality Mix, Yet Unconvincing Returns, A Hold
• A Comprehensive Measure For Identifying Shareholder Value: The S&P 500 Resilient Shareholder Yield Index
• SPGP: Growth With Attractive Valuations
• FFC: Checking-In On One Of Our CEF Holdings (Rating Downgrade)
• Beyond GICS, Why IGPT Offers A Truer AI Portfolio
• SNOY: Harnessing Snowflake's Volatility For Income
• SPGP: Not Exactly The Best GARP Pick For Your Portfolio
• PDBC: Can Provide Investors With Commodities Exposure In A Diversified Portfolio Strategy
• DPST May Be An Appealing Strategy For Fed Rate Policy Changes
• SIXA: Lots To Like About This High Active Share S&P 500 Alternative
• Trade Tensions A Boon For Europe's Domestic Champions
• BITU: Should You Buy This Leveraged ETF With Bitcoin At All-Time High?
• A Decade Of Change: How Tech Evolved In The Last Five Years And Bold Bets For The Next Five
• FHLC: An Average Healthcare ETF
• Multi-Asset Income Midyear Outlook: Income And Resilience Among The Bumps
• CGDV: Buy For Value, Stay For Dividend Growth
• 2 CEFs Delivering Monthly Payouts To Investors While Attractively Valued
• Half-Year Portfolio Performance 2025
• SPYI: A Rock-Solid JEPI Alternative
• RLTY: Reasonable Real Estate Income For Now
• BIL: SPDR Bloomberg 1-3 Month T-Bill ETF, I'm Buying As Tariffs Hit Inflation
• TIP: Real Yields And Breakevens Are In A Stalemate
• STK: Stay Cautious With Elevated Valuations
• IXUS: International Stocks Now 8 Turns Cheaper Than The S&P 500
• Calamos Investment Team Outlooks, July 2025
• How Can Investors Capture The Humanoid Robotics Investment Opportunity?
• CLM: 18% Monthly Yield Not For Sustainable Income Investors
• Mind The Inflation Gap: Hedging With Real Assets
• Are Small Caps Next In Line To Shine?
• Why AVUV Outperforms Its Peers, But Still Doesn't Make My Portfolio
• It Pays To Be Optimistic
• FDRR: Look At FCPI Instead
• Enbridge: A High-Yielding Gem To Buy Now
• IWL: Too Concentrated To Consider At The Moment
• IDE: Solid Infrastructure CEF But Needs To Improve NAV Growth
• IGPT: Another Fund Made Irrelevant By Its Competitors
• SHV: Short - Term Liquidity Exposition
• TQQQ: Material Outperformance Potential (Rating Upgrade)
• IPKW: A Smarter Take On International Value
• Tradeweb Exchange-Traded Funds Update - June 2025
• FETH: The Ethereum Hype Has Merit
• JLS: Limited Growth Potential While Interest Rates Are High
• Canacol Energy: Equity On Watch, Bonds Worth A Look
• Canacol Energy: Equity On Watch, Bonds Worth A Look
• SPBO: Spreads Are Too Tight For This Investment Grade ETF
• DSL: This Popular Bond Fund Is Destroying Purchasing Power
• KYN: A Long-Term Midstream Play
• NTSI: An ETF That Fits Perfectly With The Current Economic Environment
• CONY: High Yield Has Offset Price Declines But More Downside Possible
• XLU: Buy On Rise In Power Demand, Economic Outlook
• SGOV & TLT: A Tale Of Two ETFs And The Duration Trade
• FXE: The Trend Remains Bullish
• Mexico Fund: Still Not Very Compelling
• SCHY: A Top Complement To SCHD
• BAI: A Compelling Play On AI Growth
• UGL: Why $3,500 Is Key For The Gold Trade
• Diversification Is Coming Back... And We Believe A Return To Quality Is Not Far Behind
• TFLO: Floating Treasuries Opportunities
• BITO As A Complement To Bitcoin Holdings
• PIN: 3 Reasons To Turn Cautiously Optimistic On This Quality Indian ETF (Rating Upgrade)
• BLV: Time To Take Another Look As Long Bonds Offer Opportunity
• DIVO Gets Everything Right
• XTRE: Limited Inflation Risk From The Big Beautiful Bill
• Investing In Europe: IEV Or EZU?
• NVDU Can Deliver Despite Elevated Risks From Leverage
• DBMF: Fortunately, It's Not What You Expect
• AVK: Leverage Needs To Be Reduced To Increase Appeal
• VFLO: An ETF With Attractive Valuation, An Option For Diversification
• Moat Stocks Advance In Summer Rally
• FELC: Considering The Opportunity Risk
• FFSM: Rates A Hold Because Performance Lags
• SPMO's Portfolio Offers Hefty Gains In The Second Half And 2026
• SGDJ: The Sector That Promises Everything But Delivers Nothing
• CLOA: A Risk/Reward Not Competitive Enough
• Introducing The S&P 500 GARP 100 Index
• What Actually Goes Into Infrastructure Indexes?
• HELO: Cutting Volatility And Market Upside As Well
• IWMI: Balanced Approach - Writing Options, Preserving Capital
• GDX: The Most Attractive Multiple Of The Last 40 Years
• PALL: Severed Trade Relations, Weaker Demand-Side Factors
• DJD: Dogs Of The Dow Steady In 2025, A New 'Top Dog'
• DBMF: A Managed Futures Strategy That Can Mitigate Correlation Risk In A Portfolio
• Middle Coast Investing Q2 2025 Letter: All Better Now?
• MGK: A Buy And Hold Strategy Can Help Earn Lofty Returns
• SPMO: Can This Top-Performing Momentum ETF Keep Up The Pace?
• Beyond Borders: Highlighting Global Growth With Canadian Revenue Exposure Indices
• SMCX: The High-Octane ETF That's Crushing (Or Crashing) Investors
• FIDU: A Cheap Way To U.S. Industrials
• GPIQ: Renting Out Nasdaq For Income
• CEF Insights: CAPIX Is An Interval Fund For Broader Private Credit Access
• BTCI: Squeezing ~30% Distribution Yield From Bitcoin
• Income-Covered Closed-End Fund Report, June 2025
• EWZS: Brazilian Small Caps Poised For A Breakout
• IWO: Small-Cap Growth Is Too Aggressive Right Now
• GDX: Solid Valuation, But Technical Warning Signs Emerge, Weak Seasonality On Tap
• 3 Reasons Not To Hedge Today With FXE
• HYGH: 3 Reasons To Avoid This ETF
• EWP: Long-Term Investors Won't Find Many Good Reasons To Own Spanish Equities
• CGIC: An Efficient International ETF That Can Outperform
• NRO: Revisiting This REIT CEF
• OMAH: Replicate Berkshire's Largest Holdings And Generate Double-Digit Distribution Yields
• RYLD Provides Stability And High Income On The Russell 2000 Index
• WTV: The Winning Active Value ETF
• AI Posts Strong Q2 Returns As Inference Economy Takes Hold
• 3 Pillars Of Non-U.S. Investing Revisited
• Ideal Portfolio For A 60+ Year Old
• The Advantageous Risks Of GeoAlpha
• IFRA: A Diversified Fund To Invest In The U.S. Infrastructure
• RYLD: Income Stability Over Growth In A Sideways Market
• FOF: A Buy For Steady Monthly Income
• What Recent CEF Distribution Cuts Mean, And Why I'm Not Concerned
• FIAX Has An Attractive Yield, But Still Has To Prove Itself
• QYLD: Covered Call ETF With AI Catalyst
• SPYI VS. GPIX: Declaring The New King Of S&P 500 Income ETFs (Rating Upgrade)
• Opportunity Amidst Uncertainty
• SOXX Has Room To Gain On Superior Portfolio To SMH
• STEW: Closed-End Fund That Outperforms The S&P 500
• OMAH: A Warren Buffet Variant With Dividends
• VFLO: The Satellite Component Of My Dream Portfolio
• EWP: Spain Offers Low Valuations And Decent GDP Growth
• GHY: One Of The Better Bond CEFs, But Too Expensive Right Now
• TBF: Like A Pocket Knife, This ETF Attacks Stagflation Threats And Hedges Stocks Too
• Hard Cash Vs. Hope: Which Is Better - Investing In Corporate Credit Or Equity?
• CGGR Is Turning Out To Be A Great Long Term Investment
• Nasdaq Reports June 2025 Volumes and 2Q25 Statistics
• PTY Vs. PDO: Which 10%+ Yielding PIMCO Fund Is The Better Buy?
• Tesla On Steroids: Musk's America Party Sparks Panic And Opportunity For TSLL
• TDVG: This Dividend ETF Gets The Job Done But Outpaced By Peers
• Lower Interest Rates On The Horizon: NAIL Is A Leveraged ETF Sensitive To Rates
• UVXY: Leveraged Volatility Makes For A Unique Hedging Tool
• Debating The State Of U.S. Exceptionalism For Stock Investors
• IHAK: Not A Bad ETF, But Not The Best
• PEZ: Momentum Factor Not Enough For Volatile Consumer Cyclical Stocks
• Why SCHD Deserves The Benefit Of The Doubt
• ULTY: Different Strategy From YieldMax With Weekly Distributions But A Lot Of What-Ifs
• RWL: A Revenue Bias As A Defensive Approach
• JQC Provides High-Yield Exposure, But Underperforms Peer Strategies
• VEE:CA: Buy Emerging Markets Ahead Of Global Trade Realignments
• ULTY: You're Getting Paid, Sure, But You're Still Losing
• IGM Is Outperforming, More Upside Likely Ahead
• Enbridge: A Reliable Dividend Powerhouse With Long-Term Growth Ahead
• The Middle Of A Fiscal Reckoning Revisited: Focus On What We Can See
• Turning Tides: EM Equities Are Surging In 2025
• KSTR: Getting Exposure To China's IPO Market
• Tamarack Valley Energy: A Sleeping Giant In The Clearwater (Rating Downgrade)
• AB Conservative Buffer ETF: Limited Upside Capture With Ample Downside Protection
• SVIX: Contango And Crash
• My Favourite Four Stocks Right Now
• CGDG: Global Dividend ETF With Income Growth Potential
• CGDG: A Global Dividend Grower With Active Edge And Smart Diversification
• UPRO: Avoid The Rip, Buy The Dip
• 3 Strong, Diversified Bond ETFs - One Stands Out: BINC, CARY, And CGMS
• PPH: Global Pharma Stocks Continue To Face Headwinds, Tariffs Front And Center
• VCR: Short-Term Risks Overshadow Long-Term Gains
• Hormel Foods For Strong Total Return And A Rising Dividend
• SHYL: Outperforming The Benchmark And Close Competitors
• AIRR: Betting On U.S. Industrial Growth
• YLD: Robust Active High Yield ETF, 7.1% Yield
• Time To Be More Tactical
• VNQI: This International REIT ETF Provides Good Diversification For A Portfolio
• Investing In The Intelligence Economy: Semantic Graph Engines
• PTY Vs. GOF: This Chart Tells Me To Stay Away From GOF
• THQ: Watch Out For Declining NAV
• UTG: Defensive Theme, Higher Upside, And Stable Income
• PBP: The Original Covered Call ETF Shows Us Why They Are All Risky
• PSP: Stay Away From This ETF, Strong Sell
• TLTW: Attractive As A Short-To-Medium Term Hedge Against Rising Yields
• Financial Health Is A Marathon
• Enbridge: Implications Of Cautious Guidance
• MRNY: Poor Performance Due To Moderna's Decline
• TQQQ: 3X Leveraged Nasdaq-100 Gains Could Endure At All-Time Highs
• IGF: A Positive Outlook For This Global Infrastructure Fund
• BWG And FCO: FCO Gets To Absurd Premium, Making BWG A Reasonable Alternative
• DFAU: A Small-Cap Value Tilt Won't Move The Needle
• EAD: Good Recent Performance, But Hard To Justify The Current Price
• Moving Markets: Looking Forward To Q3
• UTG: Tax-Efficient Dividends And Steady NAV Growth Reinforce Strength
• Palantir Shares Losing Steam, High Volatility Favors PLTY
• 2 ETFs To Prepare You For A Potential Recession
• IHI: Strong Industry Trends, But Valuation Too High
• NUGT: 2x Perspectives On Gold
• NUV: Conservative Municipal Bond CEF Rates As A Hold
• Cohen & Steers Portfolio Of CEFs For Income
• 5 June Raises - Some To Buy Now
• LIT: Oversupply And Slowing EV Adoption Disappoint
• PFL: Distribution Is Fully Covered, But Hard To Justify The Premium
• SCHD: I'm Selling My Stake - The Portfolio Is Extremely Challenged
• DTCR: A Good Way To Benefit From The AI Boom
• PBDC: Diversification, Income And Long-Term NAV Upside
• CLOZ: You May Not Want To Buy BB CLO Tranches At Current Spreads
• SCHD: This Late In The Bull Market, Dividend Stocks Win
• QQQ: A Growth ETF With An AI Catalyst (Rating Upgrade)
• IXN: Global Tech Stocks Broke Out Again, Reiterate Buy
• RNP: Trading At A High Premium To NAV
• EWY: Dividend Tax Reform Could Boost Payout Ratios
• Supercharge SCHD ETF With Big Dividend Machines
• Biotech Looks Ready To Run, But ETFs, Which One? IBB Vs. XBI
• PEXL: This S&P 900 Export Leaders ETF Is Flawed
• QUAL: Quality Stocks Losing Relative Steam, High Beta Favored
• GSY: Still A Robust Invesco Fund, Still A Buy
• IGA: Strong Performance From Foreign Exposure And Fully-Covered Distribution
• RGT: Deep Discount On Global Small-Caps But Unappealing Distribution Policy
• CEF Weekly Review: Little Point To Stable Managed Distribution Plans
• MAGS: Still Magnificent, Despite Maturing Growth & Premium Valuations
• UTG: Beware Of Riding Until The Bubble Pops (Rating Downgrade)
• UTG And UTF: A Switch May Be Warranted
• KNG: I Like Dividend Aristocrats But Not This Fund
• DTD: Dividend Investing Makes More Sense Than Ever
• RNP: A Hybrid Fund With 7% Plus Income, And Decent Long-Term Performance
• ISPY: Preserves Capital Better Than High-Yielding Peers
• ULTY: The Gambler's Income ETF
• KBWD: High-Yield, Not So High Performance
• OMAH: Follows Berkshire Hathaway While Abandoning Warren Buffett's Principles
• BBHY: Junk Bond ETF With Little Competitive Advantage
• XLI: Benefits From Aerospace And Defense Allocation Are Yet To Emerge
• DGRO: Much Smarter Than A High-Yield ETF
• JBBB: A CLO Fund Fit For Retirement Portfolios
• TQQQ: If You're Bullish On The Market, TQQQ Could Be A Home Run
• AIQ: Solid ETF, But A Victim Of Tech Stock Correlation
• FDHY: Among The Best Junk Bond ETFs
• PFM: A Defensive Dividend ETF, Growth Subdued
• EWI: Italy's Torrid 2025 Rally Due For A Pause, Eyeing Support Spots
• How Equity Factors Dampened The April Tariff Tantrum
• FEP: Offers Growth And Value
• VGT: The Nasdaq King That Could Deliver An Epic Rally
• OPP May Expose Investors To Illiquid Risk During A Time Of Heightened Economic Uncertainty
• Multi-Asset Midyear Outlook: Selectivity Matters
• QGRW: An Aggressive Portfolio Amid Macro Challenges
• EIDO: This Indonesian ETF Is A Very Poor Choice For Long-Term Oriented Investors
• OSCV: Solid Small-Cap Value Strategy Weakened By High Fees
• XLC: Even The Dogs Are Rallying
• KIO: Price Run Has Decreased Appeal Here (Rating Downgrade)
• SIXG Poised For Strong AI Growth
• Platinum ETFs: Beyond Gold And Silver
• ZMMK:CA Safeguards Your Cash While You Wait
• OPP: Don't Trust The Distribution As It Is Not Sustainable
• Worried About Potential U.S. Stagflation? Consider IDVO
• Cornerstone Total Return Fund: CEF With High Monthly Distributions
• Up To The Task Of A Twisting And Turning Market
• SPSM: Small Caps Are Unlikely To Outperform
• CLOI: Capitalizing On Strong CLO Trends For 2025
• QYLD Vs. JEPQ: 2 Reasons To Go With JEPQ
• VSDA Promises Dividend Growth, But The Numbers Say Otherwise
• BLV: Long Term Treasury And Corporate Debt Opportunities
• PCF: Uninspiring Fund Of Funds Via The CEF Structure (Rating Downgrade)
• XSD: Relative Strength Emerging In SMID Semis, Reiterate Buy Amid The AI Boom
• JOF: The Wide Discount To NAV Looks Set To Reduce
• AWF: Preserves Investor Capital While Delivering Monthly Income
• VNM And Nike: Vietnam Trade Deal Good, But Not Great, News
• SPTI: Oil The Key Factor In The Inflation Fight
• FLRT: Outperforming Other Floating Rate ETFs With A Higher Risk
• VNM: Unpacking The Trade 'Deal' Impact
• BNO: Distillate Performance Favors Brent In The Current Environment
• XLV: The S&P 500's Most Discounted Sector? Uncover The Hidden Risk
• DSU Can Be An Opportunistic Strategy During Periods Of Economic Uncertainty
• ARGT: Not Good Enough To Invest In Argentina
• 2025 Midyear Investment Outlook - Getting A Grip On Uncertainty
• DMB May Be An Ideal Opportunity For Investors Seeking Tax-Exempt Income
• TUA: The Tao Of T-Bonds
• FUND: 6% Managed Distribution Policy On A Unique Portfolio
• SCHY Vs. IDVO: Don't Dismiss These Monthly Income ETFs Too Quickly
• XAR: New Trends In The Aerospace And Defense Industry Drive This ETF
• SPYT: A Consistent 20% Yield? It Depends
• FLOW: An Underappreciated Alternative To COWZ
• Your Index Matters: Using The Right Building Blocks For Your U.S. Equity Portfolio
• SCHD: My Disappointment Is Immeasurable
• NIE: Blended CEF That Delivers Both Growth And Income
• Jobless claims fall to lowest level since mid-May
• GPIQ: It Might Be Just What You Need For The Rest Of 2025
• NMCO: Buying Opportunity Has Passed, CEF Gets Another Sell Rating
• Headline Roulette Is A Game: Equity Investing Is Not
• GREK: Still Worth Buying After A Sharp Rally
• TSLQ May Expose Traders To Substantial Downside Risk
• Equity Outlook: Applying Timeless Insights For Volatile Times Ahead
• DGRO And The Dividend Growth Middle Ground
• PFFA: Not All Preferred ETFs Are Built Alike
• CIHEX: Capturing Upside In A Rising Market
• U.S. Equities: Room To Run, But Selectivity Matters More
• DSU: This Floating-Rate Heavy Fund Is Not Worth The Premium
• Policy Clarity Creates Near-Term Value; AI Drives Long-Term Growth
• AMDY: Price May Have Finally Stabilized
• EIPI: Pipeline To High Yields?
• MST: Good For Trading, Not For Income
• MST: The Weekly Distribution Leveraged Fund On MSTR
• HOOY: When Covered Calls Meet Robinhood's Volatility
• SCHD ETF Alternative Strategy: 15.99% CAGR After Strong June Results
• PWB: Short-Term Challenges But Mid-Term Potential
• PSQ: Hedging Tool In Bear Markets
• AWP: NAV Continues To Deteriorate Amidst Higher Rates
• EWZ: Why Brazilian Equities Stand Out In The Global Shift To Emerging Markets
• MADE: New ETF Centered On U.S. Manufacturing Companies
• THQ: Valuation Remains Unappealing Even If Portfolio Is Beaten-Down
• June AAII Asset Allocation Survey: Stock Allocations Increase
• Buffett's Japan Playbook: Unlocking A Generational Equity Opportunity
• TLT: Staying Bullish After Its Latest Surge
• DINT: Impressive Rally In The Face Of Tariff Threats
• NACP: ESG ETF Deserving More Attention
• The AI Arms Race Heats Up: June's Robotics And Automation Playbook
• EVG: Multi-Sector Bond CEF With A High Leverage Factor
• CGDV: Superb Actively Managed GARP Dividend Fund
• ETY Can Provide Investors An Income Approach To S&P 500 Returns
• PIMCO CEF Update: Falling Coverage And Key Secular Themes
• Medtronic: Cash Flow Strength Balanced By Execution Risks
• VXF: US SMID Caps Remain A Compelling Buy, Improved Chart
• Turning The Lens: Rotating Risk Models For Insight
• INCM: Performing As Expected During A Volatile Year
• PEY: A Closer Look At This ETF's Hidden Risks
• GP Led Secondaries: What's Next?
• CRF: Steady Compounding, Modest Upside
• IDVO Is A Must Buy: Income, Value And Global Stability In One Package
• MOAT Delivers Quiet Alpha In Broad Based Markets
• NFLY: There Are Faster Ways To Double Your Money
• AVGE: An Underperforming Fund Of Funds
• MORT: Bright Outlook For The Next Twelve Months
• BOE: Still Not A Compelling Buy At This Valuation
• The Adams Diversified Equity Fund: An Underrated Investment With Some Minor Risks
• Algonquin Power: Regulatory Transition Mispriced
• TNA: Tariff Policy May Overshadow Rate Policy For Small-Caps
• XEQT: A Simple Way To Invest In Global Equities
• 3 Reasons To Exclude EEM From Your Portfolio
• HOOY: 100% Dividend Yield Isn't Worth Entering At The Highs
• VIGI: The Challenges Of Dividend Investing In A Late Bull Market
• The MaM Portfolio: 2025 Q2 Update
• High Risk, Low Return: The Problem With HQH's Biotech Tilt
• UDOW: Risks And Monthly Leveraged ETFs Report
• Value With The Swiss Franc And The FXF ETF Product
• XLB: Technicals Turn Weaker, Despite A Softer Greenback (Rating Downgrade)
• SPLG: S&P 500 Dashboard For July
• VFMF: Factor Weighted, Underperforming Russell 3000 Fund
• SCHD: Calling Arthur Burns
• BST: Mag 7-Heavy CEF With An AI Catalyst (Rating Upgrade)
• KTF: There Isn't Value Here Prior To Termination
• Macro Relevance And Factor Rotation
• OXLC: Deeply Misunderstood 26% Yielding Cash Machine
• How And Why I Built A Self-Funded Pension Using US Treasuries
• 2 Healthcare Picks For Distributions And Attractive Valuations
• The S&P 500 And Nvidia Hit New Highs, But Rotation Trades Are Smarter
• Balancing Act: Building Resilient Portfolios In A Changing Landscape
• DIV: Relatively Unknown Dividend ETF Might Just Outdo JEPI And Others
• Why VPU Works For Utilities, But You Might Want More
• BIZD: Things Are About To Get Even Worse
• 2025 H1 Portfolio Review: More Ways To Win
• MSTU Adds An Extra Layer Of Risk On Top Of A Leveraged Bitcoin Strategy
• CEF Insights: Equity And Income In Focus - The SCD Approach
• CEF: Still A Great Way To Play Precious Metals
• SPHD: Sleep Well With This ETF
• AMZA: Maximizing Income-First Exposure To MLPs
• MSFO: Extracting Tax-Efficient Income From Microsoft
• KRBN: Inflection Point For Global Carbon Allowances
• RSPA: Equal-Weighting And Income Generation
• Exploring The Case For European Equities In The Current Market
• MMSC: High Fees And Average Return
• GOAU: When The Crowd Gets Excited, I Cash Out
• QTUM: Riding The Quantum Wave, Without Drowning In Risk
• RDTE: Strategy Aligns Perfectly With Small-Cap Behavior
• Expeditors: Resilient, Profitable And Ready To Seize Market Opportunities
• QQQE: 3 Reasons Why I Would Avoid This ETF
• ASGI: Great For Retirees That Want Income Stability
• The Next Big Theme: June 2025
• BNDX Can Provide International Exposure For Those Seeking Non-U.S. Bonds
• XLK: A Useful Hold, But Not My First Tech Allocation Today
• VPU: Utilities Have Much To Gain From The Growing AI Data Center Boom
• Why U.S. Investors Are Warming To European Equities In 2025
• Hewlett Packard Enterprise Stock Looks Attractive As Juniper Deal Set To Close
• GDLC Is A Sell Ahead Of Its Imminent, Likely Conversion To An ETF
• PLTY: The Massive Dividend Yield Could Be Well-Sustained
• IWY: Top 200 Growth Strategy Is A Smart Way To Beat Traditional Indices
• XEG:CA: An Inefficient Way To Invest In Canadian Energy
• When Private Goes Public: Inside The S&P Listed Private Equity Index
• MSD: EM Spreads Are Tight, Will Not Benefit From Any Dollar Depreciation
• SPLV: A Low-Volatility Defensive Vehicle
• TD Bank: 2025's Banking Champ Still Has Legs (Rating Downgrade)
• JAAA Vs. CLOX: Depends On Your Priorities
• JMBS: High-Quality MBS ETF With Good Yield And Risk-Adjusted Returns
• SCHD: Did Not Protect Me During Broader Market Panic (Rating Downgrade)
• Manulife Financial: Dividends, Buybacks, And Upside Potential
• XTL: Downgrade To Hold On Deteriorating Macro Outlook
• TDVI: Option ETF That Outperforms JEPQ
• IMST: Not Even A New Wrapper For The Same MSTY Option Income Problem
• Two Less Popular ETFs That Are Better Than SCHD And Perfect For Retirees
• HYDB: Unique High-Yield Corporate Bond ETF, Strong, Proven Investment Strategy
• BUZZ Index Leads Amid Rising Geopolitical Tensions
• Brazil: A Rare Bright Spot In A Turbulent Global Market
• VCV: Still Waiting For A Better Entry Point
• TLH: Various Key Rates Are Compelling
• ARDC: The Worst Is Likely Over, But Still Not A Buy (Rating Upgrade)
• Perspectives On Micro- And Small-Cap Markets
• XME: Dr. Copper Signals Upside, But The Valuation Is No Bargain
• IDV: Yield Without Quality
• FLXR: An Outperforming Multi-Sector Bond Fund
• NUMG: Relative Results Should Improve For This ESG Mid-Cap Growth ETF
• MSOS: Headed For A New All-Time Low
• BDJ: Attractive Monthly Distribution At A Discount
• UTF: Explosive Run Looks Unlikely To Stop
• Top Piotroski-Graham Long-Term Value Portfolio: Mid-Year 2025 Selections
• IBIT:CA: Bitcoin Exposure For Non-Crypto Investors
• BITO: On The Verge Of A Break To New Highs
• BANX: Tariffs Could Weaken Bank Loans
• Five Strong High-Yield Corporate Bond ETFs
• SPLV: The Robust Utilities Sector Fundamentals Can Improve Returns
• MMLG: Growth ETF Lagging The Competition
• S&P 500 Stocks: Screening For Long-Term Winners, My List Of 13
• Top Forensic Value Mid-Year 2025 Selections: Highest Positive And Negative Scoring Stocks For July
• AVL: Could Be Of Use For Nimble Investors To Gain Exposure To Broadcom, But Carries High Risk
• MDST: Get Steady High Income From This Midstream Energy ETF
• ZAG:CA: Offering Up Investment Grade Bonds For Your Palette
• MID: Growth ETF With An ESG Approach
• SDVY: An Outperforming Dividend ETF In The Small- And Mid-Cap Space
• CEF Weekly Review: CEF Mergers Keep Coming
• Among MLPs, MLPX Is The Most Promising Candidate Going Forward
• NCV: Appealing Discount But Weak Track Record To Peers
• 5 Best CEFs This Month For Yields Up To 15% (June 2025)
• What Could Stock Market's New Record High Mean For Investors?
• GHYG: Global High-Yield Corporate Credit From BlackRock
• HYLD:CA: This 12.69% Yielding ETF Can Be A Core Income Holding For Canadians
• PDI: Inflection Point Ahead
• NUDV: ESG Goals Met But Quality And Dividend Screens Fall Short
• Meet The 899-Ton Elephant In U.S. Tax Reform
• GLDI's Real Value Is In The Income, Not The Upside
• Measure Twice, Cut Once
• OUSA: High-Quality, Low-Beta Dividend Stocks With Unconvincing Returns And High Fee
• PFFR: The Only REIT Preferred ETF Of Its Kind
• BTCI: $100K Sticky Bitcoin Level May Benefit Option Sellers
• PDI: Nothing Special... Yet
• HYBI: Good High-Quality Bond And Options ETF, 5.7% Yield
• Enbridge: More Growth Ahead
• GLTR Continues To Shine
• IWX: Value Continues To Lag In Large Caps
• HTD: Attractive Discount And Paying ~8.3% Distribution Yield After A Bump
• HIMZ: Buy For Short-Term Gains On Hims & Hers Health, But Be Wary Of The Risks
• FELG: Aggressive Positioning Amid Macro Challenges
• BFRZ: Buy This ETF Instead Of An Annuity
• Rotation Into FTSE 250 Shows Confidence On A U.K. Recovery
• ZLB:CA: A High-Quality Alternative To The Canadian Large-Cap Universe
• Free Cash Flow: An All-Weather Equity Strategy
• NVDY: A Tactical Income Strategy For Cautious Nvidia Bulls
• SCHG Is Positioned For Success Heading Into Q2 Earnings
• JPHY: Active High Yield ETF From JPMorgan
• SOXL: A Tactical Bullish Setup In Semiconductors
• GLDI: Let Gold Prices Settle Down A Bit
• REMX: See If It's Smart To Invest In Rare Earths Now
• Seeking Quality Within Quality
• PFD: Discounted Valuation Due To High Leverage
• Moves To Bolster Defense In Europe Will Bolster EUAD In Your Portfolio
• HPF: Attractively Valued But Questionable Dividend Coverage
• Can't Buy Super Micro Computer, Can't Trust SMCY: A Cautious Investor's Dilemma
• VKQ: Decent Returns But Driven By Return Of Capital
• HYGW: Attractive ETF When Credit Spreads Are Tight
• SCHD: Income, Yield And Upside Potential
• QQQ And QQQM: 3 Reasons To Go With QQQM
• VTI: Beyond Recent Underperformance - Broader Markets
• Nasdaq to Hold Second Quarter 2025 Investor Conference Call
• Separating Signal From Noise: Strategies For Equity Growth Investors
• GDXJ And JNUG Outperform Gold During Recent Rally- GDXU Is Gold Mining On Steroids
• TMFE: Promising Capital Efficiency Strategy Beating The Market And QQQ, Worth Shortlisting
• IYE: Catching Global Energy Growth
• How To Position For A Positive Path In U.S.-China Trade Relations
• PSF: Attractively Valued, But Weak Dividend Coverage
• Why Video Games & Esports? Why HERO?
• From Nifty Fifty To Magnificent Seven: A Warning For SCHG Investors
• SPDW: International Stocks Boasting A Record 2025 YTD, Reiterate Buy
• IWN: Value Is Good, But The Size Factor Introduces Risks
• Moat Index Sees Tech Uptick And Consumer Goods Opportunities
• SH Can Provide Investors Inverse Risk To The Market
• How The Iran Conflict Could Reshape Portfolio Risk
• AOA: Mind The Equities Valuation (Rating Downgrade)
• RioCan: The 6.6% Yielding Retail King Is Poised To Deliver
• MGV: Earnings Growth, Cheap Valuations And Solid Dividends
• SCHX Or VOO: Which Is The Better Large-Cap U.S. ETF?
• UTES: A Concentrated, Actively Managed Utility ETF Evolving Into A Growth Fund
• QDTE: The High Yield Is An Illusion
• TMFE: Cool Strategy In Theory, But Not Worth It, Sell
• ONEQ: Looks Like A Diversified ETF Until It Doesn't
• DNP: 8% Dividend Yield With Tax-Efficient Income (Rating Upgrade)
• My First Look At UFIV: Focus Is 5-Year USTs
• HHIS:CA: Intriguing Strategy, But Too Early To Pass Verdict
• NMZ: Municipal Fund With Potential For Appreciation
• WTAI: The ETF That Combines AI, Low Cost, And Beautiful Upside
• ETHA: The Stablecoins Catalyst
• HYD: This High-Yield ETF Is A Strong Buy
• XDTE: Night Shift Alpha But Higher Volatility
• MGMT: A High-Quality But Costly Micro-Cap Leaning ETF
• CLIP: A Monthly Coupon From T-Bills
• NVDL: How To Play An NVDA Breakout And A $220 Stock Target
• TXF:CA: 10%+ Yields With Long-Term Capital Appreciation
• GDXJ: A Risky Speculation Masquerading As A Safe Haven
• QDTE: A Great Way To Set Your Portfolio On Fire
• FRDM: The Best Emerging Market ETF You're Not Holding
• EZA: Gold And Banks Keep Working
• Private Equity And Private Credit: The New Frontier In ETF Markets
• ETJ: Tax-Efficient Dividend Fund At A Discount (Rating Upgrade)
• SDEM: Outperforming SDIV, But Not Immune From Flaws
• TXF:CA Technology Fund Yields 11%, But Read Till The End
• AIEQ: The AI ETF That Thinks, But Doesn't Outperform Yet
• Second Anniversary Of My 'Sell GGT, Buy NBXG' Call
• Robotics Is Real - The Discount Is Too
• MSTY: This High-Risk, High-Yield ETF Is All Smoke And Mirrors
• IYW: Tech Stocks Poised To Rally In The Second Half And Beyond
• QQQI: A Tech-Focused Covered Call ETF With AI Upside
• HPE's GreenLake Intelligence Brings Agentic AI To IT Operations
• GDXJ: Buy The Dip To Participate In The Bull Market
• UTF Continues To Outperform The Market In 2025 While Paying Large Dividends
• AMZY Looks Like A Winner, Until You Dig Into The Dividends
• IVVW: Financial Acrobatics For Lower Returns, Sell
• XDTE: Generates Large Dividend Yields, Pays Weekly, But It Doesn't Deal Well With Volatility
• ICSH: A Love Letter To Cash
• UCO: It Is Still For The Pros
• EWW: Investing In Mexico? There Are Some Possibilities
• SFY: A Misalignment Between Fundamentals And Sentiment
• JPST: Great Tool To Diversify Your Cash
• BTZ: Income Fund That May Benefit From Interest Rate Cuts
• PSCD: Attractive Valuations, But Not Much Else Going For It
• VGT: Passive Tech Needs A Better Screen
• ARGT: Electoral Trigger Promises To Boost Argentine Stocks Again
• PCMM: Conditionally Bullish On This CLO Newcomer
• Inexpensive BuyBack Achievers Outperforming, Expecting More Upside
• NML: Strong Yield, Low Debt And Capital Gains Potential
• Protect Your Bucks By Selling BUCK (Rating Downgrade)
• LSAT: Should You Buy This High-Fee Tactical All-Cap Value ETF?
• GBAB: Suppressed Valuation Presents Entry Opportunity
• CEF Insights: The Future Of Healthcare Investing
• SCHH Vs. SCHD: I Prefer SCHD For Its Lack Of REIT Exposure
• DGRW: Outpaces Peer Dividend ETFs
• FCT: NAV Destruction Is A Big Problem As This Fund Tries To Sustain Its Distribution
• The First Trust Natural Gas ETF: A Diversified Oil And Gas ETF
• Keyera: Hybrid Bonds & The Gift From Plains All American Pipeline
• SVOL: Portfolio Retreats From Equities After Failed Recovery, But Correction May Reoccur
• PAPI: Strong Inflows But Strategy Showing Its Cracks
• BGR: Energy Prices Surge On Geopolitical Risks
• FINN:CA: Good Holdings, But Too Expensive
• ETW: Tax Efficiency Without The Safety Net
• Iran Escalation Could Rally U.S. Defense Stocks -- XAR My Top ETF Choice
• VIOO: Better To Stick With VBR For Small-Caps
• VDE: Hitting The Pause Button On Energy After A Strong Q2 Recovery (Rating Downgrade)
• IJJ: Mid-Cap Value Category Is Likely To Thrive, Consider For Long-Term Investment
• Nucor: Well-Positioned Due To Tariffs, But Heavily Reliant On External Suppliers
• QQQJ: High Expectations, Underwhelming Returns
• FBY Adds Yields To A Meta Allocation And Partly Cushions Volatility
• JEPQ: You Can't Have Everything In One Package (Rating Downgrade)
• Systematic Investing: The Role Of Consistent Alpha In Volatile Markets
• EWH: Highly Concentrated In Below Average Businesses At Above Average Valuations
• Same Old Misconceptions About The CLO CEF Sector
• INCM: Mixed Bag So Far (Rating Downgrade)
• Tech Titans And Global Champions: A Look Inside The S&P Global 100
• Are We Making S&P 500 Investing Too Complicated?
• PBDC: The BDC ETF For Income Investors Who Can't Predict The Fed
• MSOS ETF Underperforms Compared To Canadian Cannabis Peers
• Quarterly Changes May Not Be Constant
• KURE: Capitalizing On China's Healthcare Revolution
• ERH: All-Weather Strategy With Full Distribution Coverage And A Discount Valuation
• TD Bank to redeem series 7 preferred shares for $350 million
• Total Return Breakouts: New Mid-Year Value Selections In Extreme Volatility
• ICAP: Not A Traditional Dividend Strategy
• VTEB Provides Diversification For Income Seekers
• NEA: After The Pullback, I'm A Bull Again (Rating Upgrade)
• IGV: Software Names Nearing Another Key Breakout, Monitoring The P/E
• FLCG: Why I Believe This Active Large-Cap Growth ETF Will Succeed
• ANGL May Be A Riskier Investment Than One Might Expect
• NML: Solid Distribution Coverage And Stability In The Face Of Conflicts
• VUG: Why The Long-Term Case Still Favors Value
• PFLD's Portfolio Breakdown: Resilient In Rising Interest Rate Environments
• Palladium Attempts A Rally: The PALL ETF Tracks Palladium Prices
• Geopolitical Rifts Drive Defense Theme
• SCAP: Unlocking Value In The Small-Cap Income Opportunity
• EVV: Multi-Sector Fixed-Income Fund Providing Monthly Distributions
• MUB: An Unlevered MUNI Vehicle Suitable To The Credit Cycle
• IWR: The Case And Risks Of Mid-Cap Stocks
• SHLD: The Pause That Refreshes
• SPDR S&P 500 High Dividend ETF declares quarterly distribution of $0.5000
• QGRO: Smart Growth Built For Broader Markets
• HDV: Nice Rally, Now Sell This Dividend Weakling
• SMH: Semi Investors Appearing Greedy And Forgetful Again (Downgrade)
• Protein plays: Goldman Sachs is bullish on Tyson and Hormel, while Pilgrim's Pride shines on a quant basis
• IMCG Is A Solid Mid-Cap Growth ETF, But Ranks Below IWP And VOT
• EUFN Vs. HEDJ: Recent Results Changes The Winner
• FALN: 3 Reasons To Invest In This High-Yield Bond ETF
• BTAL: A Smart, Yet Controversial Hedge To The S&P 500
• SABA: This Fund Has A Unique Strategy That Delivers Very Strong Performance
• Iran Stuck By U.S.: Markets, Risk, And Rational Investing
• SCHD: Dividends Are Still A Losing Hand
• SPEU Vs. SCHF: A Focus On Europe Is Looking More Attractive
• FDD: Outperformance May End Soon
• What Israel-U.S.-Iran Military Conflict Means For SCHD
• DFAS: A Small-Cap ETF With A Quality Tilt Outperforming In The Category
• Want To Potentially Crush The S&P 500? Then Consider These 2 ETFs
• How Market Concentration Shapes Passive And Active Equity Returns
• GPIX: A Smarter Covered Call Play On The S&P 500
• USA: Losing Its Steam Due To Macro-Uncertainty (Rating Downgrade)
• FLCC: New Active ETF With A Good Start
• VT: When Momentum Is Riding High, Diversify
• MSTE:CA: Better Off Owning MSTR Directly, Hold
• EWZ: This Is Why Brazilian Stocks Are Rising Even With Interest Rates At 15%
• MDLV: Conservative Dividend Play With Its Eye On Growth
• SPHY: A Good Choice For Income-Focused Investors
• FBY: Far From Being An Optimal Strategy For Holding META
• AGD: Hard To Recommend This Fund At Its Current Price
• LSAF: Multi-Factor ETF With Weak Return And High Risk
• URTY: When Slippage Bites
• CLSE: A Long-Short Equity ETF With Convincing Performance, A Buy
• BTO: Navigating Volatility For Long-Term Rewards
• VYM: A Good Choice For Income Oriented Investors
• EWW: Mexico Fades From Tariff Spotlight
• PGP: Strong Total Returns As Valuation Remains More Modest
• CMF: Only For Californians And Even Then
• XHB: Big Week On Tap For Struggling Homebuilders
• SPYG: Caution Is Justified Right Now
• IBIT: Patience Needed As Bitcoin Consolidates (Rating Downgrade)
• CEF Weekly Review: HYI Wants To Keep Going
• Get Paid Weekly From A Variety Of Options Income ETFs
• KSA: Saudi Arabia Stocks Sagging In 2025
• iShares Flexible Income Active ETF Vs. Fidelity Total Bond ETF: The Key Differences Between These Actively Managed Bond ETFs
• RDVI: A Dividend ETF That Uses Options To Get Ahead
• DLN: The Case For Dividend Investing Now
• ASA: The Bullish Trends For Gold Continue, Profit From Them
• VEA: A High-Conviction Case For Global Diversification Beyond U.S. Borders
• FCTE: Valuation Is Up, Growth Is Down, And Earnings Momentum Has Collapsed
• SPXS: The Leveraged ETF That Could Make Or Break Your Portfolio
• SDY: Dividend Stocks Give Way To The Mag 7 In Q2 (Rating Downgrade)
• MBS: High-Quality Income ETF, 5.1% Dividend Yield
• 3 Charts I Am Thinking About
• RDVY: Outperforms Peers Despite Lower Dividend Yield
• The Rise Of 'Knightian Uncertainty' In Markets: When Risk Can't Even Be Measured
• LRNZ: AI-Focused ETF With High Risk
• JEPI: Earn 8% From A Tech-Heavy Covered Call ETF (Rating Upgrade)
• AMZY: Not A Forever Strategy, But Works For This Amazon Moment
• XFLT: Valuation Remains Attractive For This 14.6%-Yielding Loan/CLO CEF
• Building A Better VTI: Why Combining U.S. Large Cap And U.S. Small-Cap Value Makes More Sense
• GOOY: A Poor Way To Extract Dividends From Alphabet Via Options
• TSLY: Back To Normal, Back To A Sell (Downgrade)
• GBTC: Great Hedge Against Inflation
• FLOT: No Duration, But Still A Dollar Bet
• QYLG: Tax-Efficient Income From The Nasdaq-100
• Swiss National Bank Goes ZIRP: The Case For A CHF - Bitcoin 'Carry Trade'
• IAI: Broker-Dealer Alpha Continues, The Best Of The Financials Sector
• ETG's Value-Oriented Investment Approach Could Generate Substantial Growth For Your Portfolio
• FQAL: Strong Profitability, Track Record Remains Subdued
• CDX: Good Idea, Bad Execution
• Key Mega-Caps Move From Pure Growth To Partial Value: 2025 Russell Recon Style Shifts
• BOTZ: AI Applications Grow At A Rapid Pace
• HODL: Looking For The Next Leg Up
• GVIP Surprises As Hedge Funds' Top Bets Outperform, But Risks Remain
• VGSH: Short-Term Bonds For Real-World Survivability
• VOOV: The Current Value Of The Value Bias
• SPYD Delivers Stability In Unstable Times
• SPYD Delivers Stability In Unstable Times
• Lumber Prices And WOOD
• KBWR: High LTD Ratios, Weak Fundamentals Are Reasons To Avoid Small Regional Banks
• ETG: A Solid Choice For Retired Investors That Need Income
• GUT: A Worthwhile Sell Candidate
• Rare S&P 500 Stasis Reflects Key Investing Tenet
• VOE: Solid Mid-Cap Value ETF For Investors With Low Risk Tolerance
• TSLZ: A Tactical Tool Waiting In The Wings
• JEPI: How To Use And Who Is It For
• QDTE: 40% Yielding Weekly Cash Machine To Buy
• DVYA: Commendable Screening Intent, But The Outcome Isn't Good Enough
• JEPI: From Trade War To Real War, Find Relief With This ETF
• URTH: Redundant, Falls Short In Global Diversification
• How Leveraging Big Data And AI Can Help Grow Your Portfolio
• HYBI: Say Goodbye To The High Fees And Buy The Underlying ETFs Instead
• AIQ: Outperformance May Continue As AI Adoption Continues To Expand
• THRO Outpacing VOO In Large-Cap Space
• URNM And URNJ: New Catalysts Will Enrich These ETFs (Upgrade)
• Looking To Live Off Income Faster? Get Paid Weekly And Monthly With These ETFs
• JEPI: The High Yield Is Hot, The Timing Is Not
• YMAX: You May Not Get Your Money Back
• BNDS: Complex Problems Require Smart Solutions
• Capital Raise Brings Next Leg Up For Uranium ETFs; URNM Is My Top Pick
• KCCA: Targeted Carbon Exposure To California And An Inflation Hedge
• CHI: Stable Convertible CEF With A Double-Digit Yield
• TMFC: Betting On Consensus Is Foolish This Late In The Cycle
• The Other Side Of Tariffs
• GRW: Little Growth For The Price - Hold
• JEPI: Flat Markets Would Make Them Outperform, But I Don't See That Happening
• PCY: Better Options Exist
• Why Selling Puts On SMH Is Our Favorite 13%+ Yielding Play Right Now
• EMHY: Structurally Sound In Terms Of Exposure
• NEA: I Simply Don't Like Return Of Capital As Distribution
• MJ And MSOS: Cannabis' Inevitable Legalization Offers High Upside Despite Blunt Risks
• BOND: Another Attractive Opportunity From Pimco
• FCOM Has A Provable Alpha: Here's How
• AOD: Solid Income CEF, But Currently Trading At A Premium
• VXUS: A Low-Valuation, High-Diversification Hedge Against U.S. Market Risk
• SPMO's Sweet Spot: Bull Euphoria And Tactical Momentum
• VV: Heightened Volatility In The Short Term
• ADPV: Market-Timing Strategy With Inconsistent Gains, High Fee
• ARGT ETF Advances In Line With Argentine Macroeconomic Stabilization
• BLW: A Good Option For Debt Exposure If The Price Falls
• WDIV: Diversify Your Portfolio With International Dividends
• QDTE: Attractive Yield But Redundant Strategy
• SCHA: Unprofitable Companies Trading At Sky-High Valuations
• VCIT: An Investment-Grade Option
• The Pain Of Missing A Trade Vs. Losing Money: Why It Hurts So Much
• PDI: Huge Income, But Please Know What You Own
• Introducing The WisdomTree Inflation Plus Fund: A Holistic And Adaptive Inflation Hedge
• FS Credit Opportunities Update: Still A Great Holding
• IHE: Healthcare Dashboard For June
• VFV:CA: S&P 500 Remains Expensive Relative To Canadian Large Caps
• PFF: Complete Portfolio Review Of The Biggest Preferreds ETF
• The (Uncertain) Payoff From Alternative Investments: Many A Slip Between The Cup And The Lip?
• Introducing The Global X Investment Grade Corporate Bond ETF
• CHAT: Pick Stocks, Not Themes
• IWP: The Mid-Cap Growth Category Is Poised To Generate Lofty Returns
• QDTE Passed Its Test, Barely
• Enbridge: This Dividend Beast Is Still A Buy
• DFEN: Defending The U.S. Can Boost This Leveraged ETF
• ASG: Exchanging Growth For Income
• Griffon: Mispriced Quality At A Strategic Inflection Point
• Disruptive Theme Of The Week: Uranium And Nuclear
• Why Defense Tech? Why SHLD?
• JVAL: Tech-Heavy Core Value Fund Worth Exploring
• JAAA: An Effective Way To Pick Up Short-Term Yield
• EVT: Tax-Advantaged High Yield Available At A Discount
• Iran, Israel, And Trump Likely To Benefit IEO And American Oil And Gas In General
• Industrial Realignment: Trade, Ports, And Market Shifts
• BTCI: Earning Yields From Bitcoin Without A Bull Thesis
• Israel Takes On Iran - Is It Time For Defense Stocks And ETFs?
• TBLL: An Excellent Parking Lot For Spare Money
• Don't Hire, Don't Fire SPY Amid Tepid Employment Data And College Grad Hiring
• QTUM: Better Buy Than The Quantum Stocks
• Tariffs, Tech And Transition: Europe And Asia's Evolving Equity Landscape
• RFIX: Taking The Bond Bull ETF By The Horns
• BTAL Battles With Short, High-Beta Stocks
• PDT: CEF That Preserves Capital And Provides Monthly Income
• Tech Tactically Trimmed: Why I'm Holding MAGS But With Caution
• PDI: A Decent Income Investment
• FLRN: Caution Warranted (Rating Downgrade)
• ONEY: The Smart Beta ETF That Deserves More Attention
• ETO: Solid Yield And Well Positioned For The Current Market Conditions
• VXX: Macro Risks Abound, A 20 VIX May Be The New Normal (Rating Upgrade)
• EMQQ: Questionable Holdings And High Fees
• BKLN: Not A Buy Ahead Of Likely Rate Cuts
• BRW: Provides Good Diversification For Your Portfolio
• UDN: The Bearish Dollar Index
• AMAX:CA: Targeting 12% Distributions With Options And Gold Stocks
• HTD: A Great Option For Retired Investors
• CTA: A Solid Income Investment That Isn't Correlated With Equities
• WIP: An Oddity But Useful All The Same
• PSL: Consumer Staples Dashboard For June
• PTA: Preferred And Fixed-Income Exposure Paying A Monthly Distribution
• BXSL: 10% Yield With Strong Financials
• FXY: The Ying And Yang Of The Yen
• CPZ: 4 Reasons Why I Would Avoid This CEF
• DPG May Realize Substantial Growth In The Coming Years, But May Not Be The Most Optimal Solution
• GSLC: A Good Low Fee Large-Cap Equity ETF
• IQQQ: Buy For Income And Capital Gains On Big Tech
• VIG: Quiet Compounding In A Mega Cap Market
• Don't Rush To Buy FNDF
• QQQI: Beware Of Buying This Opaque ETF With A Short Performance Record
• Brazilian Equities: A Market In Transition
• NAC: California's Muni Bonds Still Offer Value
• SCHD: Why I'm Having Second Thoughts Now (Rating Downgrade)
• Navigating Secondary Growth: Opportunities Beyond The Horizon
• PFXF's Complete Portfolio Review
• EIS: An Attractive Fund, But Too Risky At New Highs As War Breaks Out
• SMH: Chips Are Still Hot And Owning The Sector Could Outperform The Market Again
• RSPN: Industrials Dashboard For June
• PTLC: A Conservative Approach To S&P 500 Investing
• SPTM: A Cautiously Optimistic Market
• Revisiting Value: A Style Built For Uncertainty
• SMH: Not Overvalued, Just Early
• IZRL: Amid War, Innovation Continues Driving This Microcap ETF
• CEFS: Professional Exposure To A Niche Market Strategy
• ECH: Chile Is Hot In 2025, But Some Signs Of A Consolidation Ahead
• VOT: Mid-Caps Are Outperforming Large-Caps, A New Trend Is Likely To Last Longer
• Bayesian Edge Investing: A Framework For Smarter Portfolio Allocation
• Get In Before It's Obvious: The Biggest Bull Market Of The Decade Could Already Be Underway
• AVGV: Funds Of Funds Rarely Work For Me
• We May Think We Manage Time, But Time Manages Us - Weekly Blog # 893
• Intraday Volatility Control In Tumultuous Markets
• HIGH: Get Out While You Can
• Military Conflicts Mostly Haven't Affected Long-Term Stock Growth
• PFXF May Have Too Much Exposure To Boeing Preferred Shares
• VGIT: Reducing The Risk Of Black Swan Events
• NFLY: Tactical Income From Netflix's Next Move
• PHT: Short Duration Is Nice, But This Fund Is Pricey
• VBR: New Highs Incoming? I Think So
• VYMI Vs. SCHY: Which Fund Gives The Best International Dividend Exposure?
• QLC: Factor Triad Delivers Good But Not Great Performance, Worth Shortlisting
• PULS Can Provide Liquidity, But It May Be Time To Rotate Into Long-Dated Bonds
• KRE: Fiscal Troubles Overshadow Macro Tailwinds For Regional Banks
• SPYI: Time To Be A Bit More Defensive
• Nasdaq Announces Results from 2025 Annual Meeting of Shareholders
• USO: The WTI Crude Oil ETF Could Soar (Rating Upgrade)
• RFI: Non-Leveraged REIT CEF With An ~8% Distribution Rate
• NCV: A Fully Covered 12% Yield That Is Hard To Ignore
• PDT: What Every Income Investor Needs To Know Before Buying
• SCHD: Please Know What You Own
• FUTY: Utilities Dashboard For June
• TMF: Not Favorable In Fat-Tailed Conflict Environment
• SEIM: A Still Relatively New Momentum ETF To Keep On The Watchlist
• VYM: Defensive Yield, Cyclical Edge
• CGDV: Simple Active Equity ETF With Strong And Consistent Performance Track Record
• NDIA Vs. INDE: Which Is The Better Actively Managed Indian ETF?
• PFFD ETF's Portfolio Breakdown: Attractive For Those Seeking Yield
• PGX: Complete Portfolio Review
• ISHG: A Useful Dollar Hedge For U.S. Investors
• VLU: Preparing For A Market That Favors Value
• Record S&P 500 Dividends, VIG Remains Attractive Amid Macro Worries
• GUSH: Compounding Factor Offers Significant Upside As Oil Spikes On Israel-Iran Missile Exchange
• A Potentially Highly Profitable Strategy For These Highly Volatile Oil Prices
• VBR: No Rush To Jump In
• AMLP: Growing The Dividend, Which Is Generating A Large Single-Digit Yield
• TOGA: Quant Ranking's #1 Global Large-Cap Growth ETF
• CIL: Flourishing This Year, But Not A Great Buy At This Juncture
• YMAX: A 70% Yield That's Mostly Illusion - Here's Why I'd Sell
• BIV: Oil Is A Huge Factor For Trump's Inflation Objectives
• PBDC Vs. BIZD: Which Is Best For Income Investors And Retirees
• EMLP: More Diverse Than Peers, But This Could Be A Handicap
• SCHP: 3 Reasons To Consider Buying This ETF
• SPYI: An Ideal Options Income Fund
• IYC: Consumer Discretionary Dashboard For June
• ITOT: Opportunities And Risks Are Balanced
• OIH: Oil's Rally Doesn't Offset Risks And Technical Issues
• LCF: This Large-Cap Focused ETF Can't Overcome Its Own High Fees
• NOBL: Heavy Is The Crown
• TDV: Technology Dashboard For June
• 5 Closed-End Fund Buys In The Month Of May 2025
• IYM: Materials Dashboard For June
• URNM: The Demand For Uranium Continues To Grow
• ICLN: Clean Energy A Clear Winner In 2025, More Gains Ahead (Rating Upgrade)
• WIW: 8%-Plus Yield, 11% Discounted Inflation Protection
• USA: Nearly 9% Income, Narrow Discount And Decent Long-Term Performance
• ACP: Don't Be Fooled By The High Yield; Consider These Alternatives Instead
• CEF Weekly Review: Loan CEF Valuations Deflating With Rates
• Global X Uranium ETF Offers A Broader Investment Option In The Surging Nuclear Power Sector
• JFR: Income Now, Price Recovery Later
• SCHO: The Case For Rotating Out Of Short-Duration Treasuries
• PSI May Not Fit The Future Of Chip Stocks
• TACK: Sector Rotation And Technical Analysis Unite In This ETF
• JUST: ESG ETF Doing The Job, But Not The Best
• DGT: Global Stocks Reach Record Levels, Strong Momentum
• SMH: Not A Time To Be Greedy - Wait For Dips
• YTSL:CA: Second Look Alters My Thesis After 40% YTD Price Decline (Rating Downgrade)
• TBLD: CEF That Offers Monthly Income & Global Diversification
• UCO: Fundamentals Have Not Changed Even With Attacks On Iran
• ACWX: A Cheap Tool To Increase Non-U.S. International Exposure
• AVDV: Target Developed Market Small Cap Value With This Fund
• QQDN: Brand New, For Trading, Not Holding, Nasdaq
• What's In Store For Financial Markets In The Second Half Of The Year?
• TAN: A Strategic Buy Near The Bottom
• JPSV: These 2 Competitors Look Better For Now
• What's On Your (Alternatives) Bucket List?
• Everyone Saw The Earnings; Few Saw This
• RIV: Pershing Square Exposure Via This CEF, 12% Distribution
• SCHD's Dual Potential For Income And Growth
• IYY Vs. IWB: Fast Facts On Two Top 1000 ETFs
• WIW: Inflation Bond CEF, 8.7% Distribution, -11.5% Discount To NAV
• SPDR ICE Preferred Securities ETF's Portfolio Review
• ACP: An Unsustainable Distribution Is A Real Problem
• From Factory Floor To Autonomous Fleet: The Realignment Of Robotics In 2025
• CALF: This Struggling Cash Cows ETF Needed A Strategy Change -- And It Got One
• How Does SCHD Fare Vs. The SPY And Other Yield Plays?
• S&P ADR Indices: Focusing On Foreign Equities
• Who Will Benefit From Deregulation?
• UVIX: Fear Fades
• CEFS: This ETF Holds CEFS, Pays Monthly Plus Year-End Bonuses
• Invesco Variable Rate Preferred ETF's Portfolio Breakdown
• HOMZ: This Housing Market ETF May Deserve More Attention
• ROBN: There Is Opportunity, But Stay Cautious
• SCHM: Falling Behind Other Mid-Cap Options
• TEAF: Divesting Private Investments As Fund Transforms
• RQI: High Yield From High Quality
• Investing Beyond Benchmarks: The Case For Unconstrained Equities
• YMAG: Better To Avoid This Shortcut
• QID: Sensible Trading Tool, Not A Hold, On Nasdaq
• BSTZ: Big Yield On Science And Tech
• Oil Soars Amid Israeli Attacks On Iran, Upgrading FENY
• TSLY's Income Outpaces Declining Share Price With Its Big Yield
• VUG: How Vanguard's Growth ETF Works And How It Stacks Up Against The Competition
• Chart Of The Day: Money Is Leaving Here, Flowing There
• How Does The Russell Reconstitution Impact Equity Markets?
• Search Funds: A Strategic Investment In Underserved Markets
• NCZ: Convertibles Should Be Superior To Traditional Bonds
• En Garde!
• ETH: Sudden Surge Should Make Us Think
• FGDL: Add This Responsible Gold ETF To Your Watchlist
• Rebalance Review Of The S&P Global Clean Energy Transition Index - H1 2025
• PYLD: PIMCO's Active ETF Is Still Growing And Offering Attractive Returns
• Tradeweb Exchange-Traded Funds Update - May 2025
• NMAI: Solid Multi-Asset CEF But Challenging Macro Environment
• VWO: Emerging Markets Offer Several Benefits
• TEC:CA ETF: The Only True Tech ETF In Canadian Dollars
• LVHI: Diversified, Defensive And Delivering
• ARKK And The Patience Of High Risk Innovation Investing
• SLV: Protect Your Downside Like I Am, With A Collar
• IYR: Cool Inflation Prints Bode Well For Real Estate Stocks
• NXP: Decent Muni Yield With No Return Of Capital
• PGF's Portfolio Review
• PDO: Strong Income Value
• VB: This Is Why Patient Investors Should Remain Confident With Small Caps
• Global X Variable Rate Preferred ETF's Portfolio Breakdown
• JPC's Leverage Strategy Could Supercharge Your Returns (Or Sink Them)
• NZF: Buy High-Yield Muni And Expect Good Return In The Next 12 Months
• AVUV: Why I Believe U.S. Small Cap Value Is Still Undervalued
• FLC: Discounted Valuation Could Present An Opportunity
• The Fragmentation Era
• Oxford Lane Capital: Yes, You Can Fool Some People All The Time
• JPC: A Levered Bet On Financial Markets Stability
• TSPA ETF: Tracking S&P 500 With A Higher Expense Ratio
• JNUG: A Speculative Tool On Gold, Not A Hold
• REET: Its Past May Not Define Its Future.
• There Is Still Value Present In A Few Of The Same Areas
• MFA Financial declares $0.36 dividend
• JEPI: A Good Hedge In This Risky Market
• CHW: Resilient CEF That Can Benefit From Lower Rates
• BTT: Better But Still A Sell Rating
• EUFN: European Financials Beating Even The Mag 7 - Compelling Valuation
• While TLTW Crawled, Our TLT Strategy Sprinted
• Japan's Corporate Reforms Create A Catalyst For Equity Returns
• VIGI: Hard To Look Past Its Disappointing Total Returns
• PAXS: Repositioning According To Its Outlook Might Be Difficult
• Style Cycles And The Case For A Middle Path
• PFFA: Preferred Shares Aren't Always Safe - Key Reasons To Sell
• Harbor Multi-Asset Explorer ETF Q1 2025 Commentary
• May's Markets In Full Bloom
• PFIX: It May Be Time To Consider Hedging Against Inflation And Interest Rates
• Small But Mighty: Why We Like International Small Caps
• NVD: A Fine Trading Tool But Really Not A Hold
• How Much Does Income Matter For Total Return? It Depends On The Asset
• IETC: Fantastic Companies, But Not Great Prices - Hold
• 2025 Midyear Investment Outlook: The Global Reset
• Chart Of The Day: Is The Winner Of The U.S.-China Trade War... India?
• ISD: A Decent Way To Get Junk Bond Exposure If The Price Improves
• HGLB: Solid CEF With Blended Portfolio Strategy
• VMBS: Mortgages Are Still A Buy
• VYMI: International Equities Offer Superior Income, Growth, And Stability Than The S&P 500
• NUW: Muni Bond Fund Not Funding Distributions With Capital Returns
• SPHQ: A Potential Core Component Of A (Truly) Competitive Portfolio
• TCHP: Huge Bounce Back Post Liberation Day, Upgrading To Hold
• IYF: Resilience Among Financials, Upgrading To Buy
• SCZ: EAFE Small Caps Breakout, Still Cheap With High Momentum
• Model Portfolio For Income, June 2025
• TOPT: Elevated Tech Exposure During Elevated Risks
• MUB: Inclined To Bet Against Excessive Inflation
• VOO: Still Evergreen, But Time To Trim
• HYI: Potential Switch To Perpetual Pending Tender Offer
• MDIV: Income ETF With Slow Decay, Lagging Competitors
• OEF: A Simple Way To Beat SPY
• Harbor AlphaEdge Next Generation REITs ETF Q1 2025 Commentary
• JPI: Questionable Dividend Sustainability From This High-Yield CEF
• VOO: The Back Half Of The Year Should Be Stronger For Market
• With War Increasingly Defined By Drones, SHLD Is An Interesting Buy
• Harbor Long-Short Equity ETF Q1 2025 Commentary
• BST: Continues To Generate High-Single Digit Yields And Can Go Higher
• BGH: This High Yield Fund Delivers Sustainable Monthly Income (Rating Upgrade)
• IUS: Low-Valuation ETF Outperforming Peers
• Enhancing Cash Returns With BOXX: The Alpha Architect 1-3 Month Box ETF
• RSP: Why The Equal Weight S&P 500 Index Fund Doesn't Make Sense For Long-Term Investors
• PFFA: Diversify Your Income With This Near 10% Yield
• Midyear Equity Outlook: Staying Selective Amid Volatility
• ARKX: The Space ETF That Could Be Your Portfolio's Golden Dome
• May Market Recap: Gold, Bitcoin, Nuclear - Chaos Is Here, So Is The Playbook
• BTC: The Most Cost-Effective Way To Buy Bitcoin
• FEPI: A Concentrated Tech Income Play With Structural Weaknesses
• JBBB: Balanced Risk-Reward
• FBL: Great For Daily Exposure, Not For Holding
• Turning Bullish On The Battle-Tested S&P 500, Upgrading VOO
• ISMD: Not Buying Into This Faith-Based Small/Mid-Cap ETF
• PHK: The Premium Makes It Hard To Recommend This Bond Fund
• EIC: Adding This 11.7%-Yielding CLO Fund On The Drop
• CONY: Earn Steady Monthly Income With This High Yielder
• Eagle Point Income: Leveraged Company Offering Leveraged Loans To Other Leveraged Companies
• GLO: Flawed Strategy That Leads To Underperformance
• BINC: HY Returns, IG Risk, Active Management, And 1 Fear To Keep In Mind
• VCRB: The Active ETF Take On BND
• IWF: Concentration And Low Responsiveness Vs. Growth
• When The Iconic CEO Moves On, Evaluate Your Investment
• FAX: Limited U.S. Dollar Exposure A Huge Plus
• ITB: Trading At A Valuation Discount In Spite Of Potential Bullish Catalysts
• EOI: Options Writing Fund Delivering ~8% Distribution Yield, But Premium Remains Sticky
• SCO: Perfectly Sensible Speculative Tool, But Not A Hold
• Hewlett Packard Enterprise: The Underdog Cozying Up With Nvidia -- Initiating At Buy
• 2 ETFs For Value And Growth (Not Named SCHD)
• RSP: Selling Winners, Buying Losers
• FTLS: Active Long-Short ETF With Good Downside Protection
• NUKZ: Breakout Likely As Nuclear Boasts Macro And Secular Tailwinds
• WTPI: Makes The Cut On Volatility Management
• BCX: Solid Performance But High Fees And Small Discount To NAV
• S&P 500: Next Stop, ~6,700
• Harbor International Compounders ETF Q1 2025 Commentary
• EIC: Reduced Dividend, But Greater Appeal
• NVDX Can Be Your Leveraged Strategy For Trading Nvidia Shares
• Fortis: The Buy Case For A Low-Risk Utility With Strong Earnings Visibility
• PTL: This Faith-Based ETF Outperformed QQQ - Without The 'Magnificent 7' Stocks
• Harbor Scientific Alpha High-Yield ETF Q1 2025 Commentary
• VOO: Time In The Market Is A Better Strategy Than Timing The Market
• EWG: German Stocks Are Detached From Reality (Rating Downgrade)
• Harbor Disciplined Bond ETF Q1 2025 Commentary
• EWD: Sweden Offers High-Quality Stocks, But They Aren't Cheap
• VMO: Another Municipal Bond Fund Paying Out Capital
• Nvidia, HPE to make new supercomputer in Germany; Nvidia unveils AI model for climate
• The Future Of Fandom: Why Esports And Gaming Are Outpacing Traditional Sports
• Never Bet Against America? I'm Considering It With This International ETF
• DIVO: The Covered Call ETF I Dislike The Least Still Beats SCHD
• The Infrastructure That Lets The Future Happen
• TOPT: Historical Outperformance Can Continue
• Moat Stocks Rebound On Earnings Surprises
• VOOG: Blink, And You Missed The Chance To Get Long
• Putting The Tariff Tantrum Into Perspective: Russell 3000 Index Cycles Since 2000
• Brad Simpson On The Proposed Mega U.S. Budget Bill And The Implications For Canada
• RMM: With Modest Returns And High Expenses, I'll Continue To Pass
• CSQ: Could Have Been More Multi Asset, But It Works
• BHK: Rights Offering Putting Pressure On This CEF
• FS Credit Opportunities: Meant For Income-Focused Investors
• QLD Can Help Traders Amplify Their Returns On The Nasdaq-100
• VFQY: A Diversified, Low-Valuation Quality ETF Underperforming Peers
• UMI: Decent Performance, But Low Oil Prices Could Be An Issue Going Forward
• ITA: Fly At Your Own Risk (Rating Downgrade)
• ITAN: Using Intangible Assets To Unlock Value Opportunities
• VOOG: The Quiet Performer In A Noisy Growth ETF Market
• Earnings Capture Using AI For Forensic Accounting Of Footnotes
• Finding Opportunities In Uncertainty
• HEQ: Investment Name And Policy Changes Add Flexibility
• NUKZ: A Compelling Alternative To URA ETF, But Price Action Looks Stretched
• Fortis: Quietly Powering Your Dividend Portfolio
• PDX: Why PIMCO's Best Performing CEF Still Trades At A Discount
• IDOG: Budding Hotspot For Dividend Investors
• SYLD: Losing Steam For 12 Months, But Strong Value Characteristics
• DDM: A Hedging Or Trading Tool, Not A Buy
• CIK: Consistent Dividend Payout But Needs To Improve NAV
• FXI Could Be A Better S&P 500 Diversifier Than Bonds
• PVAL: Value Means Overvalued In Today's Markets
• 'Buying The Dip' - Here's A Technical Way To Do It
• PFF: A Bad Choice Among Preferreds, And Not Just Among Them
• CSQ: Continuing To Outperform And Good Wealth Protection Against Dollar Devaluation
• Triple-Factor Closed-End Fund Report - May 2025
• IGOV: A Sneaky, Effective Way To Profit From U.S. Dollar Weakness
• QQQI: I'd Buy This Before Buying QQQ
• IPO: Upgrading To Buy As The IPO Window Cracks Open
• SPYU: Great Trading Leverage, But Not A Buy And Hold
• INCO: A Play On India's Consumer Upswing
• FFLC: Excellent Active ETF With Reasonable Fees
• GUG: A Discounted CEF With Significant Flexibility To Invest Anywhere
• No More TIP, The Paradox Of Breakeven Inflation
• EVT: 8% Yield, Attractive Discount
• FDVV: Defensive Along With Growth Optionality
• GAM: Nearly 7% Average Income, Attractive Discount, And Solid Past Performance
• SHLD: Time For The Defense Rally To Take A Breather
• SPMO: Trust The Process
• SPXU Is For Trading The S&P 500, Not For Buying And Holding
• IXC: Energy Is A Play For The Contrarian (Rating Upgrade)
• VO: Mid-Caps Are Overpriced And Its Not Close
• BITQ: Exposure To Bitcoin With An Added Layer Of Risk
• CEF Weekly Review: Muni CEFs At Risk Being An Endangered Species
• 2 Picks For Monthly Distributions And Participating With Activists
• XRT: Resilient Retail Amid The Tariff War
• UYLD: Attractive Yield Enhancer
• UTG: Balanced Risk-Reward At Current Prices
• QQA: New Option Strategy ETF In The Nasdaq 100
• DXYZ: It's A Musk And Tesla Problem Now
• TSLT: Robotaxi Is A Big Catalyst For Tesla, But Maintain Sell On TSLT
• EFT: Improved Valuation, But This Floater Fund Is Still A Sell
• Opportunities In The Lone Star State: Inside The Russell Texas Equity Index
• Why VXUS Offers Best In Class Foreign Equity Exposure
• USCL: Good Idea, But High Valuation
• Nvidia Back In Focus And AI Infrastructure Acceleration
• RWR: Diversification In Name Only
• Did 2 Complementary Strategies Create A Better Core So Far In 2025?
• HKND: Principles Taking Priority Over Performance
• HIO: Limited Appeal Due To Poor NAV Growth And Weak Dividend Coverage
• FPF: Preferred Stocks Also Have A U.S. Dollar Problem
• Invest Where Private Market Growth Begins
• Currency Risks, Part 2: Currency Hedging Of International Equities
• RCS: Unjustified Premium Valuation And Weak Dividend Coverage
• Harbor Long-Term Growers ETF Q1 2025 Commentary
• Oxford Lane Capital: I Don't Understand The Appeal
• Brad Simpson On How Investors Can Traverse Market Uncertainty
• Why A Weak Dollar Is Good For Gold (And Potentially Your Portfolio)
• Harbor Health Care ETF Q1 2025 Commentary
• Harbor AlphaEdge Small Cap Earners ETF Q1 2025 Commentary
• FGM: In Good Nick This Year, But Not A Compelling Buy Now
• AMDL: A Useful Speculative Tool, Not A Buy And Hold
• XMPT: An Expensive Fund Of Funds
• Stop Guessing Tomorrow: Insights On Long/Short Strategies
• Small Community Banks Are The Focus Of QABA
• Ellington Credit: Q1 Results, Valuation, And CLO CEF Sector Update
• INCE: Hidden Option Income ETF Lagging Peers
• SPEM: Emerging Markets Are Shifting - We Can't Ignore It
• TMV: Bear Bet On Structural Financial Conditions
• MSFU: Buy For Leveraged Gains On Microsoft If You Can Stand The Risk
• VONG: Not The Time To Bet On Growth
• 'We Should Have Seen It'
• As The World Reprices, So Should Your Geographic Exposure
• CII: Healthy NAV Growth And Potential To Participate In Technology Growth
• Cutting The Risk Of Owning Bitcoin ETF IBIT, Using Collars
• GPIX Is Best For Dividend, But There Will Be Better Times To Buy
• GFLW: 2025 Gains, AUM Growth, Factor Mix Make This ETF A Buy (Rating Upgrade)
• FTXR: Tesla Now A Fixture For This Factor-Based Transportation ETF
• ILF: Valuation Meets Momentum, Upgrading To Buy
• XCCC: Great Fund, Poor Macro
• QDPL Brings High-Income Appeal And Growth Stock Exposure
• ADX: The Right Balance Of Income And Active Growth
• The FTSE Developed Target Diversification 400 Index
• SDIV: Turning More Cautious Amid Rising Global Interest Rates (Rating Downgrade)
• NBB: An Oddity, But Possibly Not Worth It
• Introducing The Global X Bitcoin Covered Call ETF
• ACWI: The Global Diversification Standard
• QINT: Good Companies, Bad Timing; Hold
• Harbor AlphaEdge Large Cap Value ETF Q1 2025 Commentary
• IMCV: Low Fees, High Dividend Growth, But Average Return
• The 4-Fund Trump Portfolio: One Month Returns, A Sign Of More To Come
• SJB: Tactically Bullish As A Shady Credit Risk Environment Emerges
• Harbor Active Small Cap ETF Q1 2025 Commentary
• EPOL: Revisiting The Prospects Of Investing In Poland
• OMAH: Berkshire Hathaway, But With A 15% Distribution Yield
• Soaring With SOR? Let's Run The Numbers
• NAC: It's Difficult To Grasp The Final Strategy Here
• Total Return Breakouts: Semiconductors, Nvidia And The Best Piotroski Value Stocks
• COWZ: Great Strategy, Poor Execution!
• The Long Game: Why Private Markets May Thrive In Market Turmoil
• NLR: It's Not Just About Artificial Intelligence
• China's Biotech Revolution Rolls Forward To The Global Frontiers Of Medical Therapeutics
• IEDI: Consumer Discretionary ETF With Low Volatility
• JAAA Vs. ICLO For Quality CLO Exposure
• GPIQ: Promising Blueprint But Hold For Now
• Income-Covered Closed-End Fund Report, May 2025
• NLR: AI And Clean Energy? Nuclear Is The Key, And Meta Knows It
• ULTY: This Weekly Paying Option ETF Is For Risk Takers
• LGLV: A Defensive Alternative Amid Increased Market Volatility
• ULTY: Don't Be Fooled By Short-Term Momentum
• MLPA: Momentum Weaker, But Value And Income Remain
• SLVO: Watching Silver Seasonality For Potential Breakout
• JPIE: Checking-In On One Of Our Holdings
• HFRO: Controversial Fund, But May Be Too Cheap With A Massive Discount To NAV
• SOXQ's Performance May Be Weighted Down By The Broader Semiconductor Market
• HFGO: Active And Focused Mega-Cap Growth ETF Finding Its Groove
• SPY Vs. IJR: This Chart Shows It's Time To Buy Small Caps
• DGRO: Dividend Growth Is A Good Strategy, But This ETF Has Some Serious Limitations
• RSPD: Reasons To Pursue And Reasons To Avoid
• UTG: The Operating Environment Should Remain Favorable For This CEF
• SPYD: More Trouble In Dividend Land
• SPYD: More Trouble In Dividend Land
• HQGO: Unconvincing New Growth ETF
• Enbridge: "Quintuple Vortex" Exemplified
• $50 Trillion Opportunity: USA Robotics And AI 'Manhattan Project'
• AGGH: Investment Grade Exposure With Credit Hedging
• An All AI Portfolio: AI Already Has ROI
• BND: A Portfolio Cornerstone
• AMZU - Fine For Speculation, Hedging, But Not For Holding
• ULTY: Huge Risks For A Paltry Reward
• TECL May Provide Investors A Performance-Enhancing Solution To The Technology Market
• HQL: Positive Outlook Due To Increased Healthcare Spending
• MCHI Has One Thing U.S. Stocks Don't: The Risk Premium
• Chinese Banks' NIMs Near 'Critical Point'
• EWU: UK Stocks Soaring In 2025, Decade-Plus Highs In Sight
• HFRO.PR.B: Is High Single Digit Yield Sufficient For These CEF Preferreds? Maybe
• Healthcare Tech And Innovation: Heart Monitors Improving
• EWS: Singapore Stock Market Looks Less Attractive Than Its Wider Economy
• RA: High Debt Allocation Is A Problem Here
• VYMI: Relatively Attractive Valuation Comes With Risks
• PLTY Vs. PLTW: Palantir Income 2 Ways
• Risk Averse? A 3-Fund Portfolio For A Balance Of Income And Growth
• U.S. Equities: Getting Granular On Market Insights And Sector Trends
• Midyear Macro Outlook: A New Dawn Of Uncertainty
• OMAH: Watchlist With Promise
• IYK: Food And Health Regulatory Volatility Is A Threat To This Part Of The Market
• IHF: Clouds Linger Over Healthcare Providers
• INDA: A Closer Look At India's Latest Growth Surge
• TOUS: An International ETF To Diversify Away From The U.S.
• Monthly Newsletter - May 2025
• XLF Has Big Downside Risk
• Nasdaq Reports May 2025 Volumes
• GSSC: Mid-Tier Small-Cap ETF Beating The Russell 2000 Index
• VVR: Yields Higher For Longer, But Not Forever
• 401(K) Podcast Warns Baby Boomers In Target Date Funds To Get Out
• Reassessing The Global Currency Landscape Amid The Dollar's Decline
• HIDV: A Solid Large-Cap Value ETF Flying High Under The Radar
• Great Rotation Continues: Sell Mega Cap Tech, Buy Foreign Stocks, Gold Miners, And MLPs
• IVE: Value Has Been Lagging For A Decade
• NVG: Converting Capital Into Income
• Are Bonds Even A Good Diversifier Anymore?
• SPXX: Covered Call CEF With Long History Of Stability
• JEPQ: Exploring The Dark Side Of This ETF
• MBB: An Unlevered RMBS Vehicle Acting As A Sovereign Diversifier
• FDG: A High Volatility, Premium Valuation Growth ETF
• One Year Live: The S&P 500 Economic Moat Index Outperforms Its Benchmark
• ACV: Making The Right Moves In The Current Environment, But Very Expensive
• Revisiting The Museum - Europe's Macro Renaissance
• No One Knows: Searching For Clues - Weekly Blog # 891
• AIO: A Balanced Fund That Works
• SAMT: Highly Sophisticated Active Strategy With Unconvincing Returns
• TBT For A Bond Market 'Crack'
• CURE: A Useful Speculative Tool But Not An Investing Hold
• I Hate Covered Call ETFs, But If You Must Own Them Pick, These Two
• DGRO Vs. VIG: 4 Reasons To Go With VIG
• GARP: Growth ETF With A Solid Track Record
• GUSH And DRIP: Leveraged Trading Tools For Oil And Gas Company Bulls And Bears
• TPYP: Comparatively Low Yield, Low Oil Prices Could Weigh On Performance
• A Bumpy Ride Upwards For Global Yields
• ASGI: Global Infrastructure Exposure And High Distribution Rate
• SPYV: US Value Continues To Coil, Spotting Clues On The Chart
• Toronto-Dominion: Quality Bank, Uninspiring Upside
• Select STOXX Europe Aerospace & Defense ETF Is Flying Higher
• DGRO: Income And Growth, What's Not To Like?
• Sorry JEPQ, GPIQ Is The New King Of Nasdaq 100 Income ETFs
• Fidelity Disruptors ETF: Example Why I Avoid Fund-Of-Funds
• SCHD: The Q1 Earnings Season Sends Mixed Signals
• Beyond Nvidia Earnings: AI CapEx Surge, Competition, And The Future Of Semiconductors
• PTY: Now Is Not A Great Entry Point In My View
• Buying Stocks Is Always Hard
• Dividend Income Update: Q1 2025
• FRA: Net Asset Value Destruction Continues As The Fund Maintains Distributions
• Raise From DFP: Preferred Fund Pays Monthly - 7% Yield
• Harvesting AI Volatility: A Deep Dive Into YieldMax AI Option Income Strategy ETF
• EZU: European Equity Alpha Likely To Continue
• PTY: Balancing A Sweet Yield With A Significant Premium
• SGDM: Gold Miners +50% In 2025, And More Upside Is Likely
• Dividend Income Update Q1 2025
• When QYLD Makes Sense And When It Doesn't
• SPY Is A Buy According To The 200-Day Simple Moving Average (Technical Analysis)
• MEGI: Discounted Infrastructure Exposure With Activist Potential
• Enbridge: Inventory And Dividend Don't Lie
• CONY: Sky-High Payouts But Near-Term Uncertainty Rising
• SKYY: The Best ETF For The Cloud Expansion
• CGDV: Forget The Yield, This Active Dividend Value ETF Just Works
• ISTB: Uncertainty Could Drive Up Credit Spread And Yield Curve
• ADX Brings Forth 95+ Years Of Investment Wisdom
• CEF Weekly Wrap: Rights Offerings On A Roll
• SCHB Poses An Appeal For Passive Investors
• SDS: A Good Hedging Tool With A Caveat
• ECAT: Saba's Activism Drives Double-Digit Yield, Upcoming Vote Is Key
• BUG: Cybersecurity Needs Growing As AI Proliferates (Rating Upgrade)
• RISR: 17% CAGR. Great For Hedging, But Rate Risk Looms
• IVV: S&P 500 Dashboard For June
• RDTE: Options Do Not Save Stocks
• FDL: A Deep Dive Into Yield, Safety, And Timing
• UAE: This Emirati ETF Faces Significant Concentration Risk
• CCIF: The NAV Declines Continue (Rating Downgrade)
• DLY: Limited Foreign Exposure And Above-Average Price
• 3 Areas Of Focus As U.S. Earnings Strength Continues
• Confusing Correlations: What's Really Behind Them?
• Where To Look For Opportunities As America Remakes Its Economy
• Hormel Foods: No Rush To Buy, Given Ambitious Guidance
• CEF Insights: Income Potential In Multi-Sector Bond Strategies
• Diversification Redefined: Exploring The S&P 500 Diversified Sector Weight Index
• SHYD - Perfectly Adequate, Just Not Good Enough I Think
• IVW: Growth At An Unreasonable Price
• The Hard Asset Revolution And Why It Will Spin Off Fortunes
• EIM: Diversified Muni CEF For Monthly Income With Improving Distribution Coverage
• SLV Vs. SIVR: I Prefer SIVR After U.S. Credit Rating Downgrade
• DAPP: An ETF That Needs To Evolve
• SCHD: A Great Defensive Way To Generate Income
• BOTZ: Different, Diversified... Disappointing
• Why MSTY's High Yield Could Fly Even Higher As Strategy's Volatility Potentially Rebounds
• VNQ: If You Think REITs Are Safe, It's Time To Rethink (Rating Downgrade)
• FEPI Vs. QDTE: Both Funds Offer A Unique Value Proposition
• DMO: Don't Be Fooled By The High Yield
• Liberation Day Shows Why Income Investors Should Diversify Their Dry-Powder Allocations
• Hormel Foods: Sharp Volume Decline Is Cause For Concern
• Mostly Dead: The Twilight Of Price Over Volume
• Hedged And Leveraged: Inside GDE
• EWZ: 2 Reasons Why I Don't Own This ETF
• Winners And Losers From The Trade War: An Equities View
• Bigger Yard, Higher Fence?
• SJNK: A Short Duration High Yield Bond Fund, 7.5% Yield
• XXRP: Volatility On Top Of Volatility
• ProShares USD Provides Leveraged Exposure To High-Growth Chip Names
• COWG: High Tech, High Momentum, High Returns, High Valuation
• BND: When Diversification Becomes Diworsification
• IJR Unlocks The Hidden Small-Cap Premium
• FLN: A Enhanced ETF That Suffers From Quite A Few Drawbacks
• ETB: Hard To Recommend This Fund In A Bull Market
• RISR: This High Yield ETF Thrives In Rising Rates
• NHS: Double-Digit Yielding Bond Fund Suppressed By Higher Rates
• The Case For The IWV ETF
• QDF: Solid Quality Dividend ETF But Still Vulnerable In Drawdowns
• NAD: A Proxy For Investment Grade Corporate Exposure
• How AGIX's Low Nasdaq 100 Overlap Unlocked AI-Driven Outperformance
• SPYI Vs. XDTE: The Crash Showed Us These Funds' True Colors
• IBB: Now Is The Time To Be Contrarian
• XLU: The Utilities Sector Offers A Great Long-Term Opportunity
• FLIN: India's Growth Story Is Only Gaining Pace
• FLIN: Monsoons Have Lifted The Prospects Of This Competitive India ETF
• GGN.PR.B: An Enticing Rates Play From This CEF
• Why BDC Bulls Should Stay Away From BIZD
• TLT: 5% Yield Now Outpaces Equity Earnings Yield, With Higher Term Premium Embedded
• FSCO: Top-Tier CEF That Delivers Capital Appreciation And Reliable Income
• Manulife Financial: Asia Engine Drives Steady Growth
• First Look: Fidelity Disruptive Communications ETF
• KOLD Can Be Leveraged During Short-Term Volatility
• Capital Markets: Shaping And Scaling The Future
• Yields Are Back On The Menu
• Old Republic International Remains An Underappreciated Dividend Gem
• Inflection Points: Rethinking Your Core
• The Most Diligent Analyst You'll Never Meet: How AI Is Rethinking International Value
• BALT: Financial Gymnastics For Little Value; Not Worth It
• USFR: A Low-Risk Option
• DIA: UnitedHealth's Tumble Shows Flaw In Dow Jones' Price-Weighted Index Composition
• SDCI: Unpredictable And Shifting Commodity Exposure
• BTX: Why The June Tender Offer Keeps This A 'Buy'
• XFLT: The Fear Of Defaults May Suppress Valuations
• EPS: The S&P 500 Profitability Factor Keeps Shining
• VTV: A Bit Of Growth In Value
• NUSI Is Now QQQH, A Hedged Approach To The Nasdaq
• VNM: Potential EM Upgrade Is Welcome, But Wait For A Price Pullback
• CDZ:CA: Underperforming Canadian ETF With High Fees
• CTA: Stop Buying Bonds And Start Adding Managed Futures
• Eaton Vance Municipal Income: Attractive Tax-Equivalent Yield
• BKT: Agency MBS Remain An Attractive Equity Hedge
• IWB: Current Risks And Market Valuation Are A Problem
• Selling Time, Not Hopes And Dreams: Compound Your Way To Financial Victory
• XOVR: 3 Risks To Consider Before Buying This Fund
• MAGS: The Correction Reversed, But Big Tech Fundamentals Continue To Deteriorate
• QQQX: Dynamic Covered Call ETF With Strong Dividend Consistency
• LGI: Decent But Imperfect Way To Play The Strength In Foreign Markets
• INQQ: Benefiting From India's Full Court Trade Diplomacy
• Nasdaq Executives to Present at Upcoming Investor Conferences
• AI: Two Types Of Value Are The Key To Understanding The Future Market
• RQI: Quality REIT-Focused Fund, But Not At A Bargain
• XTWO: Interesting Idea That Doesn't Work For Me
• iPhones Defined The Last Era, Proactive AI Agents Will Define The Next
• ECC: Still Delivers High-Yield Income Despite Declining NAV
• VB: Small Caps Snap Back, Remain Bullish Despite An Early-Year Bear Market
• BALI: Buy-Write ETF Outperforming Its Peers
• PLTY: If You're Bullish On Palantir, The YieldMax ETF Exceeds A 100% Distribution Rate To Generate Income
• XLF: The Financials Sector Is Beating Expectations, More Upside Is Ahead
• DBEU: No Macro Offsets From A Weaker EUR
• MBS: Best-In-Class Total Return, Soon To Be Brookfield-Controlled
• AIPI: Holdings Interesting, Strategy Not So Much
• CCD: Solid Income CEF But Expensive At This Time
• PBJ: 3 Reasons Why I Would Avoid This ETF
• Discovering India's Economic Boom: Demographic Dividends And A Digital Revolution
• HYMB: Solid High-Yield Muni Bond ETF, Growing, Tax-Advantaged 4.5% Yield
• Here's How I Collect Dividends Every Week
• XIC:CA ETF: A Great Way To Get Canadian Equity Exposure
• ASGI: A Mix Of Growth And Income In The Global Infrastructure Market
• ENFR Is In The Right Place At The Right Time
• Asset Entities Inc. And 2 Other New Model Portfolio Picks (May 2025)
• PICB: A Currency Hedge For Americans More Than Anything Else
• SCHY: Fair Value Equals Good Value In Today's Markets
• CIBR: How Palo Alto's Earnings Make Me Even More Bullish On Cybersecurity
• ENFR: There's Still Fossil Fuel Demand, Midstream Is The Bright Spot
• Mid-Cap Express Contributor
• KBE: Banks Are Cheap Post-Liberation Day, Macro Fears Easing
• XBB: Innovative Fund From BondBloxx, But Spreads Are Too Tight
• EDV: Too Much Duration (Rating Downgrade)
• HDV: This Core High Dividend ETF Is Back On My Watchlist
• JEQ: Probably Due A Pause, After A Good Run
• BIT: Better Than A Bond Index Fund, But Still Expensive
• EDV ETF: Lock In 5% Yield On Cost Amid U.S. Credit Rating Downgrade
• Beyond The Buffer Boom: KSPY
• DYNF: This Adaptive ETF Can Change Investing Styles
• DCF Under A Microscope: 3 Errors That Can Make You Think A Stock Is Undervalued When It Isn't
• TSLR: A Way Of Speculating In Tesla
• XLP: Consumer Staples Won't Save You This Time
• 60/40 Is Dead, Long Live 60/40!
• PPA: Aerospace And Defense Stocks' Blistering Growth Is Likely To Continue
• If We Could Only Pick One Fund For Retirement, We'd Choose QQQI
• FTXG: Faulty Screening Process Hurts This Pricey Food And Beverage ETF
• ELM: Because There's No Such Thing As Passive Asset Allocation
• Agricultural Commodities And The DBA ETF: The Bull Market Remains Intact
• NVDY: Why I'm Passing On A Hefty Distribution Yield Into Nvidia's Earnings (Downgrade)
• UTF: Generate Reliable Retirement Income From Critical Infrastructure
• TZA: Trade It By All Means But Don't Hold It
• EDF: Winning The Dollar Game With Emerging Market Debt
• Attention Dividend Investors: 4 Stocks To Build Your Own Income Factory
• CSHI: T-Bills And Options ETF, 5.0% Distribution Yield, Little Risk Or Volatility
• NBXG Still Looks Like A Good Way To Get Technology Exposure
• VTV: Cheap Diversification And Low Expense Ratio Make It Cost-Effective
• MSTY: Harnessing Strategy's Bitcoin-Driven Volatility For High-Yield Income
• VFH: Earnings Growth, Cheap Valuations And Strong Credit Market Trends Back The Upside
• CCD: A Better Way To Play Bonds, Albeit A Pricey One
• FYLD: Losing Steam, But Still Beating Some Competitors
• CMDT: What Is PIMCO Commodity Strategy Active ETF, And Who Should Hold It?
• FDVV: The Overvalued Value ETF
• BYM - Perfectly Sensible Tax Free Income Generator
• NVDY: Attractive Into Nvidia's Q1 Report, With Stock +50% From The April Low
• QYLD: The Fund's More Rigid Approach Isn't Working In The Current Market Environment
• SCHG: Passive Growth Exposure With Broader Market Breadth
• Why Cybersecurity? Why BUG?
• VTI Vs. SCHG: SCHG's Growth Is Attractively Priced
• ECF: Blended CEF Of Convertible Securities And Equities
• TYG: A Good Risk/Reward Balance In The Energy Infrastructure Industry
• PLTY: Why I'm Passing On This Ephemerous 147.89% Distribution Rate
• DXJ: I'm Staying Hedged And Keeping An Eye On The Potential Decline In EPS
• ICVT: Not Bad In A Binary Market
• FDG: Outperforming ETF Post Liberation Day
• EMO: Not Bad Right Now, But Energy Prices Could Weigh On Performance (Rating Downgrade)
• MSTY: The MicroStrategy YieldMax ETF Has A 140% Yield And Lives Up To The Hype
• SPLG: S&P 500 Can End 2025 Significantly Higher
• BTCI: Effective Strategy Reflected In Total Return
• MSTY: The Market Environment Is Better For This Fund Now
• BITO: Buy For Upside And Income With Risks
• UVXY: Bullish For The Month Of June
• The Next Big Theme: May 2025
• TOV: Good Idea, But Not Worth A Buy Due To High Fees
• JSI: Adding Alpha To Income Portfolios
• XDV:CA ETF: An Undifferentiated Dividend ETF
• KBWP: Insurance Stocks Remain Among The Best In The Market
• CWS: A Quality ETF Trading At A Premium
• FTDS: Why First Trust's Dividend Strength ETF Is Not Worth Owning
• VTES: I Don't Think This Works
• WEEK: Weekly Dividends From This T-Bills Fund
• IGR: Sell This CEF While It Trades At A Premium To NAV
• GLRY: Momentum ETF With Biblical Values
• XLRE: Downgrade To Sell, As 5-Year Rough Patch Continues
• QQQI: Excellent 15% Yield, Better Than The Competition
• THW: Income Investors Likely To Face A Massive Distribution Cut
• GFGF Vs. GURU: Which Guru Replication ETF Looks Better?
• NXG: Nearly 14% Yield, Stable Performance, Is It A Buy?
• WEEK Vs. SGOV: Choice Between Weekly Distributions Or Higher Yield/Lower Fees
• SPTS: No Unnecessary Low-Yield And Low-Upside USD Bets
• 4 Assets To Build Up Your Portfolio's Defenses
• Review Of 4 Midstream Energy CEFs Performance, 6 Months Later
• GRID: A Battle-Tested AI Play Hits New All-Time Highs
• EHI: Solid Global Income Fund But Not Ideal Time For Entry
• LRGF: Low-Fee Factor ETF With Convincing Performance Is A Buy (Rating Upgrade)
• ARTY: AI Is Here To Stay, Per The Q1 Earnings Season
• SRV: Recent Rally Hiding Red Flags
• CEF Weekly Review: CLO Equity CEF NAVs Slide For A Second Month
• TWN: Worth A Relook After Taiwan's Tech Selloff
• 5 Best CEFs This Month For Yields Up To 14% (May 2025)
• How To Protect Your Portfolio From Geopolitical Shocks
• LONZ: The Reward Is Not Commensurate With The Risk (Rating Downgrade)
• Big Tech's Relentless Momentum
• A Stock Picker's Guide To Volatility: Global Equity Market Opportunities Across A Shifting Landscape
• FSCS: Low Debt A Standout Feature For This Unique Capital Strength ETF
• TD Bank Beats Q2 Earnings, Pledges More Buybacks (Rating Upgrade)
• GLD Vs. IAU: I Prefer IAU After U.S. Credit Rating Downgrade
• DVYE: A Strategic Bet On Inflation, Commodities, And Global Power Shifts
• UTF: Collect Dividends From The Growth Of Infrastructure
• QQQI: Total Returns Track NDX Well At Lower Volatility
• RPV: Pure Value And Real Returns
• PCN: The Environment For Bonds Is Breaking Down
• IGLD: Safe-Haven Value Perspectives
• URA: Trump To Jumpstart Uranium Sector
• IEF: Times Are Tougher, But Yields Aren't Denying It
• TBIL: Capital Preservation And Optionality
• QQQI: It Passed The Test (Upgrade)
• FBTC: Breaking Out On Fiat Fears
• BOXX: SA Quant's Favorite Cash ETF
• YMAX: Weekly Dividend Income Yielding Over 50% Annually Comes At A Cost
• BUZZ Investing: Tariff Chaos Drive Historic Market Swings
• The Next Chapter Of A Disturbed Year
• Re-Evaluating Core Equities: The Forgotten Space
• EFV: A Global Stock ETF Trading At A Significant Value To The S&P500
• QCLN: Tough Week For Clean Energy, Sell As Outlook Looks Bleak
• EWA: I'm Bullish On The Australian Economy As We Move Deeper Into 2025
• Innovation In Indexing: Why Passive ETFs Matter
• PFN: Suppressed By Elevated Interest Rate Environment
• The Anchoring Problem And How To Solve It
• BGX: Not Exploiting Short Opportunities And Likely To Cut Further
• KCSH: Preserving Capital And Earning Income In A Sustainable Manner
• NRK: Great For High-Income New Yorkers, Irrelevant For Others
• Bitcoin ETFs: How To Have Your BTC Cake And Eat It Too
• BGR: OPEC+ Opening The Spigot Could Lead To An Oil Glut
• FRTY: A Focused Mid-Cap Growth ETF Throwing Caution To The Wind
• ULTY: Riding Innovation At Reduced Risk
• QTEC: Look Elsewhere For Tech-Heavy ETFs
• GREK: Book Profits On This European Stalwart (Rating Downgrade)
• FCLD: Not A Hugely Compelling Proxy For The Burgeoning Cloud Computing Wave
• MPV And MCI: Great Funds, But Even Better With 'Dividend Holiday Trade'
• GABF: Best Of Breed Financial Equities ETF
• Canadian Stocks Reached An All-Time High This Week
• The PICK ETF Offers Exposure To The Leading Metal And Mineral Mining Companies
• SPVU: A Decent, But Uninspiring Equity ETF
• Water Risks - An Investor's Guide To Navigating Sustainable Water Management
• IQI: Discount Narrowing Drives Results On The Back Of Increased Distribution
• FYX: Not Among The Best Small Cap ETFs
• TSLR: Buy For Big Gains If You Can Tolerate The Risk
• This Is What AI Commitment Looks Like: $392 Billion And Rising
• XLK: Tech Outlook Suggests Solid Upside Ahead
• IDLV: Low Volatility Has Translated Into Lower Long-Term Returns
• PDI: An Opportunity To Lock In A 14% Yield On Cost
• PPLT: Investment Flows Could Power Platinum Prices Higher
• IBIT: 'Full Pac-Man' At All Time Highs
• TC Energy Or Enbridge: Comparing Their Key Financials
• Private Markets Playbook: Positioning For A New Reality
• AMZY: Collecting Income Where It Isn't Usually Possible
• BBEU: A Solid Europe-Focused ETF, But A Questionable Buy Now
• Materiality Matters: The ESG Factors That Count
• FMAG ETF: Strong Bounceback From Liberation Day; Upgrade To Hold
• ICF: Lacking A Clear Competitive Advantage Over Peers
• PAAA: Among The Safest AAA CLO ETF
• TUSI: Excitement Says No, Portfolio Theory Says Yes
• PDO Vs. PDI: Hold PDO Amid U.S. Credit Rating Downgrade
• JEPQ: The 11% Yield Comes At A Cost
• PDI: A Balanced Way To Get Exposure To Risky Fixed-Income Plays
• IWD: U.S. Value Price Right, Eyes On Earnings Growth
• VHT Looks Attractive, And Risks May Be Overestimated
• VTC: Intermediate Duration Corporate Bond Fund, Ultra-Low Expense Ratio
• VDC: Hold And Wait For A Better Gauge On Economic Direction
• BITW: The Valuation Setup For 'Altcoins'
• PCMM: Innovative Private Credit CLO Fund
• FTXN: Outperforming Its Industry Benchmark
• HQH: Efficient Fund To Collect Income From Healthcare
• LIT: Rio Tinto And Codelco Partnership Is A Strong Signal For Lithium
• PIMCO Update | May 2025 | Valuations Remain Compelling, NAVs Resilient
• GXG: Colombia Cruising Through Tariff Turbulence
• GCOW: Almost 3x The S&P 500 Yield With Major 2025 Alpha (Rating Upgrade)
• Q1 Insights: SI Indices Recover In April After A Tough First Quarter, While Pressure Builds For Energy Efficiency
• XFLT Vs. OCCI: Which Double-Digit Yielding Fund Is The Better Buy?
• SLYG ETF: Underperforming Small-Cap Growth ETF
• 3 AI Stocks Riding The $6 Trillion Datacenter Wave
• IBHG: A True 2027 High-Yield Bond Term ETF Rates A Buy
• Navigating The New Normal In Private Markets
• FTQI: Hit By The Big Drawdown, Better Alternatives Exist
• JGH: Global Credit Exposure With Limited Appeal
• PXF: Don't Bet Against America Just Yet
• 3 Key Questions For Equity Investors To Consider
• Finding The Sweet Spot In The Private Equity Capital Stack
• BST: High Tech, High Yield, High Risk
• IWS: There Are Better Ways To Accumulate Mid-Cap Value Exposure
• BSTZ Navigates Volatility, Could See Upside In 2025
• HQH: A Good Balance Of Returns And Risks In The Healthcare Sector
• TBG: Potent Dividend Strategy, Yet Liquidity And Returns Weigh On The Rating
• A New Catalyst Could Work In VGK's Favor
• YMAG: Weekly Income That's Worth The Risk
• Let's Get Real: SCHD Has Been A Chronic Underperformer
• USMV: Still A Solid And Well-Diversified Low-Volatility ETF
• SCHD: A Strong Option For Income-Focused Portfolio
• WEAT: A Poor Performance, But The ETF Could Offer Value One Day
• OXLC 23%: The American Pie In The Sky
• DIV: This 'Super Dividend' ETF's Bright And Shiny Yield Comes With A Catch
• XOP: Cheap Gets Cheaper, Oil Testing Key Levels
• IZRL: This Innovation-Focused ETF Lags Broader Israeli Stock Market
• Portfolio Update | 19th May
• GLQ: High-Yield CEF With Flawed Blended Strategy
• XLG: Build Your Portfolio With The Best 50 Stocks
• Oxford Lane Capital: Delayed Gratification In Q4 2025 Earnings Report
• Time To Sell The BlackRock Capital Allocation Term Trust Despite Its 22.75% Yield
• TLT: Doubling Down On Our Bullish Outlook
• XFLT.PR.A: Nothing Wrong With Boring
• MTUM: Peeking Into The May Rebalance With Shares At Highs (Rating Upgrade)
• EJAN: A Beautiful Boat That Fails To Float
• TQQQ Has Been Beaten Down Enough (Rating Upgrade)
• XDTE: Recent Volatility Highlights Increased Risks Of The Fund's Construction
• From Savings To Prosperity: The Global Impact Of Capital Markets
• VUG: Large Cap Growth Can Hit New Highs In 2025 With More Upside Ahead
• Natural Gas Is Moving - BOIL And KOLD Magnify Price Moves
• U.S. Assets Still Core To Portfolios
• Seasonal Weakness Is A Bigger Risk This Year
• CHIQ: Chinese Equities Continue To Show Resilience And Attractive Valuations
• GPIX: The Fund's Discretion Is Paying Off In A Volatile Market
• VGT Vs. QQQ: Which Is The Best Growth ETF?
• It Is Time To Swap Out Of NPFD
• BND: U.S. Credit Downgrade Is Another Nail In The Coffin For Bonds
• PBDC: Reliable Income Through BDC Exposure
• TSLY: Tariff Drama Isn't Over And Can Sustain High Dividends
• VGT: I Want More Diversification
• U.S. Defense And AI Companies Poised To Dominate Middle East Spending Wave
• SCHR: Efficient ETF For Getting A 5-Year Duration
• FTHI: Tax-Efficient Dividend Income From Solid Option ETF
• SGOV: Updates On The Fed And Credit Rating
• EZBC: A Compelling Way To Play The Bitcoin Bull Market
• BNY: For New Yorkers, For Income, But Interest Rate Risk
• SELV: Low Volatility, High Gains (Strong Buy Rating)
• MTUM: Current Portfolio Offers Blistering Growth Ahead
• Market Whiplash Could Spark New Value Regime
• GRNY: An Interesting Yet Unproven ETF
• Janus Henderson AAA CLO ETF Q1 2025 Commentary
• THD: Thai Stocks Have Been A Poor Choice For International Investors
• Moody's U.S. Credit Downgrade Warrants A Pause In VTI's Rally
• FOVL: Overweight In Financials And Little Market Interest
• DISV: Good ETF For International Small-Cap Value Exposure
• Prefer JEPI For Volatility Management
• If I Had To Start Over, This Is How I'd Invest My First $100,000
• ARGT's Bright Outlook: Capitalizing On Argentina's Currency Control Removal And Economic Surge
• CGMS: Diversified Bond ETF, Above-Average 5.9% Yield And Returns
• IYT: Why This ETF Is Taking The Fast Lane
• FLQL: Multi-Factor Vs. Single Factors
• SPMO: Don't Chase Momentum Now
• Another Opportunity To Buy XLE Before A Price Breakout
• Why I Moved On From BMEZ Despite A 14.2% Yield (Rating Downgrade)
• INFO: New Active ETF With A Good Start
• IAK: Bullish Trifecta Of Valuation, Momentum, And Technical
• SOXX: Trump Once Again As A Growth Catalyst
• GLIN: Riding The Indian Upswing
• FBT: This 30-Stock Biotech ETF Isn't Worth The Risk Today
• QDTE: We Saw The Worst-Case Scenario Play Out
• Model Portfolio For Capital Appreciation: May 2025
• The Forgotten Performance Factor - Innovation
• Bridging The Divide: The Private Market Paradox, Global Credit Dynamics, And The Path To Economic Clarity
• FITE: ETF Focused On Defense And Cybersecurity
• JEPI: Market Correction Didn't Help
• Investing In The Great Tech Shake-Up Amid A Tariff Storm
• QQQI Is The New Covered Call ETF King
• JEPI: Recent Market Conditions Reveal Some Flaws In The Fund's Strategy
• JEPI: Highest Dividend Since December 2022, Battle-Tested
• JEPI: Can Produce Capital Appreciation And A High Single-Digit Yield Going Forward
• VWOB: Simple Emerging Market Bond ETF, Above-Average Dividend Yield, Compelling Spreads
• PFO: High U.S. Exposure And Low Yield Relative To Peers
• 2 Option Writing Funds Providing Attractive Distribution Yields
• Total Return Breakouts: Highest Positive Signal Of The Year Fuels Short Squeeze And FOMO
• GOVI: Back To The Future
• BUI: 6.7% Yield On Defensive Utilities (Rating Downgrade)
• CEF Weekly Wrap: Amundi Gives Up On CEF Shareholders
• Devon Sells Matterhorn, What Does This Mean For Midstream
• XMHQ: Strong Returns With Relatively High Volatility
• EIPX: Diversified Energy ETF That Can Provide Dividend Growth
• INTF: Factor Weighting Appears To Have Its Advantages For International Stocks
• LQD: Be Careful Of The Dislocation Trap
• LFGY: Broader Means Better
• SILJ: Gold/Silver Reversion May Be Underway
• Fundamental Weighting For Long-Term Outperformance And Enhanced Diversification: The S&P 500 Revenue-Weighted Index
• A Tale Of Two Markets
• April's Shockwave: Tariff Drama, Dollar Drift And The Small-Cap Squeeze
• DVLU: High Concentration Risks For This Dorsey Wright Momentum And Value ETF
• UPGD: Portfolio Of Analysts' Darlings Investors Should Be Realistic About
• SCHD: Addressing A Pathetic Rally
• GOF: The Premium Is Back Down, I'm Back In (Upgrade)
• 2 Infrastructure-Focused CEFs Delivering Monthly Distributions
• JQUA: Quality ETFs Offer Greater Prospects For Market-Beating Returns
• VYM Vs. SCHY: Don't Bet Against America And Buy VYM
• BILZ: Not Compelling Enough To Topple SGOV From Pole Position
• VIXY: The Fear Has Subsided (Rating Upgrade)
• INDY: Look Through India's Border Tensions
• SHYG: Less Worried About Stagflation
• MCHI: A Buy If You Believe In De-Escalation
• Embracing Market Volatility With Leveraged ETFs
• JAAA: Underperformance Corrected, Warning Stays
• Why Colombia? And Why GXG?
• How AGIX And KWEB Provide Access To The Distinct U.S. And China AI Ecosystems
• TLTW Has Delivered Great Results, But Risks Are Rising
• Cornerstone Strategic Investment Fund: A Solid Investment With Some Minor Flaws
• TQQQ: I'd Take The Win Here
• VDY: This Canadian Dividend ETF Is Leaving SCHD In The Dust
• Great Time To Buy SPXL
• Bitcoin – Viable Investment Or Fool’s Gold?
• The Real Estate Beneath The Revolution: Why Data Centers Deserve A Closer Look
• CGCV: Lower Volatility And Better Resilience Than The S&P 500
• Trading Crude Oil With The Leveraged UCO And SCO ETFs
• SPY: How Well Is It Really Understood?
• Building A SCHD Inspired Dividend Income Screener For May
• Why I'm Fading The PIMCO Dynamic Income Opportunities Fund And Its 12.03% Distribution Yield
• Keyera Corp. (KEYUF) Q1 2025 Earnings Call Transcript
• XONE: How I Learned To Stop Worrying About The Trade War
• SCHD: Market Got Greedy Too Fast
• JAAA: A Solid Low-Risk Investment With Limited Upside
• FTEC: Tech ETFs Are Poised To Hit New High
• BBN: Taxable Munis Have Been Holding Up Well Amidst The Uncertainty
• India: Building On Economic Momentum
• SVOL: The Easy Money Has Been Made, Time To Sell (Downgrade)
• XLY: Consumer Discretionary Dashboard For May
• Vanguard FTSE All-World ex-US Index Fund ETF Is Very Well Positioned
• VAW: Materials Dashboard For May
• LFGY: A Strong Alternative To Crypto Stocks
• April Market Recap: A New World Order - Built On Tariffs, Trust Issues, And Gold
• JBBB: CLO Market Failing To Recover As Economic Breadth Declines
• Staying Ahead In 2025: My Portfolio Breakdown And Results - Q2 2025
• REGL Is A Safer Way To Play The Mid-Cap Space Than MDY
• Comparing Bitcoin Covered Call: YBTC Vs. YBIT
• Keyera GAAP EPS of C$0.57; reaffirms FY25 outlook
• JAAA: Job Done! Price And Dividend Have Recovered
• ERC: Relies On Interest Rate Cuts For Relief
• VBK: Small-Cap Growth Leading The Rally, But Risks Growing
• VRIG: Attractive Yield Amid Trade Uncertainty
• SVOL: Why This Actively Managed Volatility ETF Still Warrants A Look
• USHY: We Were Maybe Wrong About Inflation
• THQ To Ride The Countertrend Wave Following Trump's E.O.
• LEO: Perfectly Sensible If You Pay Tax But If Not, Then...
• VIOV: Criteria Too Narrow In Scope; Better Options Elsewhere
• Rose's Income Garden - 6 Raises - April 2025
• SPYI May Be The Income ETF That Gets It Right
• AMLP: 3 Key Considerations On High Yields, Tax Advantages, And Infrastructure Strength
• JPIB: An Attractive International Bond Fund From JPMorgan
• SQQQ: Don't Go Short This Market
• Nasdaq Announces 2025 Annual Meeting of Shareholders
• ZTR: Maintaining American Exposure Despite The Market's International Rotation
• CBIL:CA -- Perfectly Sensible Short-Term Money Stop For Canadians
• PDO: An Income Machine To Know
• 7 Closed-End Fund Buys (And 4 Sells) In The Month Of April 2025
• IXJ: Healthcare Sector Dashboard For May
• IWMY: May Perform Better Than Peers, Strategy Changes Ahead
• RPG: Weaker Track Record Than Other Growth ETFs
• Gold's Basel III Boost: Why KBWB Could Shine In 2025
• BTCI: Tax Efficient Bitcoin Income
• HIX: Diverse Income CEF But Higher Interest Rates Limit Appeal
• BBH: Fear Of Price Controls Is Not The Problem
• IDUB: Not An Effective Way To Capture Ex-US Exposure Despite The 5% Yield
• SPYI: Paying Large Distributions Even Throughout Uncertain Times
• How Our High-Yield Portfolio Beats The S&P 500
• PTF: Technology Dashboard For May
• IYJ: Industrials Dashboard For May
• Stress Scenario - Tariffs And U.S.-China Trade Conflict
• Could This (Finally) Be A Time For Value?
• GXC: Chinese Stocks Are Volatile - Still Trending Higher With A Low P/E
• VYM: Lagging Dividend Peers, Market Indexes, Sell This ETF
• YMAX: An Efficient Weekly Income Machine
• CEFS Vs. PCEF: Saba's Management Is Worth The Fees
• QQQM Offers A Great Buying Opportunity
• SCCR May Be Better Than AGG, But It's Too Soon To Tell
• DIVO: Equity Income ETF, Above-Average Dividends, Lower-Risk Portfolio
• BME: Hasn't Been Dazzling, But Maybe Worth A Look Now
• GUT: Utilities Are Decent In A Recession, But This Fund Has Flaws
• Hoping For Gains? I'm Buying Quality Utilities For Steady Growth.
• ECML: Costly AI-Driven ETF Producing Inconsistent Results
• Still Selective As Trade Conflict Cools
• The RAAX ETF: An Inflation Hedge For Portfolios
• VYM Vs SCHD: Why I Prefer Schwab's Dividend ETF Over Vanguard's
• IIM: Discount Narrowing Significantly, Making This Muni Fund Less Appealing
• RSPU: Utilities Sector Dashboard For May
• KXI: Consumer Staples Dashboard For May
• SPYI Vs. JEPI: 3 Reasons To Go With SPYI
• RSPT Seems Better Than XLK Amid AI Democratization And Trade Policy Shift
• BXMX: Solid Alternative For Good Income And Navigating Uncertainties
• JRI: 4 Reasons Why I Would Avoid This CEF
• ESPO: Why Gaming Is A Serious Business
• SMH: The Growth Story Remains Incredibly Mispriced
• SCHD: Everything You Need To Know About This World Class Dividend ETF
• 2025 Puts European And Global Defense ETFs On The Map
• SUB: What It Says On The Tin But Deeply Unexciting
• PJP: The Pharma Executive Order May Be Inconsequential
• HPS: Suppressed By Higher Interest Rate Environment
• FBZ: This Enhanced Product Is Flawed, More Sensible To Pursue EWZ
• An Innovative Way To Hedge Exposure To The Nasdaq-100
• SCHV's Diversified Portfolio And Earnings Growth Power Makes It A Solid Long-Term Investment
• ASEA: Southeast Asia Poised To Outperform
• A Defensive Tesla Strategy Through TSLY
• EWQ: France Still Attractive, And The Chart Now Setting Up
• How We Are Allocating In This Income Market
• NFJ: Worth Watching And Buying On Dips
• JEPQ Vs. QQQM: Yield Spread Still Supports Buy Rating For JEPQ
• HERO: Who Knew Video Games Were So Profitable
• XDIV: Suddenly, Canadian Dividend Stocks Look Fantastic
• IEMG: There Are Better Options For International Exposure
• Evaluating YMAG's Trade-Offs
• JETS: Recent Trade Deals Have Lifted The Market Sentiment Of Airline Stocks
• XLV: Trump's Drug Price Talk Revives Old Headlines, Not New Risks
• Top AI And Robotics News You May Have Missed In April
• QTUM: The Bullish Narrative Returns, Driven By D-Wave Quantum's Results
• FFND: ETF With High Fees, High Risk, And Recent Reshuffling
• FLTR: High Quality Floating Rate Exposure
• VanEck Morningstar International Moat ETF: Interesting Concept, Uneven Execution
• HNW: Arbitrage Opportunity From A Potential Liquidation (Rating Upgrade)
• BITO: Potential Interesting Way To Gain Bitcoin Exposure
• Enbridge's Earnings Justify Its Valuation
• EMB: Compelling Way To Increase Portfolio Diversification
• SPE: Looking For Diamonds In The Rough, But It Has Issues
• GAB: Lack Of Tech Exposure Is A Plus, But This Fund Is Incredibly Expensive
• Can MSTY's 120%+ Yield Hold Up?
• FLCH Doesn't Seem To Be Burdened By The Impact Of Tariffs
• KMID: High Growth, Low Volatility Mid-Cap ETF
• VYMI: Diversify Your Equity Portfolio With High-Yield International Equities
• 2 Investment Ideas To Preserve Your Wealth During Market Uncertainty
• IBIT: Bitcoin Might Be Entering The Parabolic Phase
• EWT: Look Past Taiwan's Currency Turbulence
• YYY: Stretching For An Amplified Yield Of 12.8%
• SCHE: Rotation Away From U.S. Assets Could Favor Emerging Markets
• SCHD: There Are Better Flight To Safety Plays Out There
• SVOL: Changing Holdings Show An Apparent Failure Of Strategy
• GSST: This Goldman Fund Passed The April Meltdown Test
• DVND: Active High Fee Dividend ETF Faces An Uphill Battle
• Berkshire Hathaway Is Prepared For A Recession And That's When Fortunes Are Made
• USA: A Historical Underperformer, But Value-Orientation Might Be Appealing
• Potential Positives For The Markets Despite Trade Uncertainty
• FINS: Rights Offering Widens Discount, Making It More Interesting
• ILCG: A Growth ETF Struggling To Keep Up With The Performance Of The Peer Group
• PTY: 10% Yielding CEF That Needs To Be In Your Portfolio
• Disney: Why Option Collars Are Highly Underrated For Retail Investors
• CET: Excellent Record, 17% Discount, But Yields Less Than 6%
• Enbridge U.S. Dollar Preferreds Now Even More Attractive Vs. Common
• XAR: Often The Best Offense Is A Great Defense (And Aerospace) ETF
• Enbridge: Record Quarterly Results, But This Should Be Kept In Perspective
• CEF Weekly Review: All Quiet On The Distribution Front
• BRRR: Bitcoin's Cyclical Signals Still Say 'Buy'
• Plaza Retail REIT (PAZRF) Q1 2025 Earnings Call Transcript
• Griffon Corporation 2025 Q2 - Results - Earnings Call Presentation
• Griffon Corporation (GFF) Q2 2025 Earnings Call Transcript
• VIG: The Stunning Dividend Powerhouse With 857% Dividend Growth Since Inception
• FEZ: European Equities ETF, Cheap Price And Valuation, Strong Momentum And Returns
• SPY: Buy In May For V-Recovery, Even If You Go Away
• Priority Income Fund: Attractive Preferred Shares From This CEF, 8.5% Yield
• FCUS: Market Timing ETF With High Volatility
• UGI Corporation: A $50 Utility Stock On Sale For $35. The Sale May Not Last Much Longer
• Looming Recession? Here's What BDC Investors Should Look For
• EOS: Market Volatility Creating Better Opportunities
• NKX: Despite The Recent Drop, I Still Can't See A Buy Argument
• Tradeweb Exchange-Traded Funds Update - April 2025
• Introducing The S&P 500 Market Leaders Index
• DIVB: Steady Amid Macro Volatility, Reiterate Buy, 2.8% Yield
• Sketches On The Boundaries Of The Efficient Market Hypothesis
• MCI: Premium Valuation Amidst Uncertain Outlook
• Canacol Energy Ltd. (CNNEF) Q1 2025 Earnings Call Transcript
• VOO Vs. VGIT: Why We Don't Do 40-60
• Introducing The S&P 500 Realized Dispersion Indices
• FDIG: Where Crypto Meets Digital Payments
• Eagle Point Income: Let's Talk CLOs
• Enbridge Inc. (ENB) Q1 2025 Earnings Call Transcript
• DVOL: Unusual Strategy With Unconvincing Results
• CSD: U.S. Spin-Off ETF Not Meeting Expectations
• VUG: A Passive Play On Tech's Continued Growth
• FLBL Sits On The Throne Of Floating Rates, If Only The Market Weren't Changing
• CHY: Expensive And Riskier Than Would Be Expected From A Bond Fund
• Hidden Opportunities In International ETFs
• Enbridge Inc. 2025 Q1 - Results - Earnings Call Presentation
• IBIT: Money Supply Is Exploding
• Biotech Outperformance: Can't Take What's Already Earned
• VCSH: Hedging Equities With Corporate Investment-Grade Debt
• The Next Frontier In Portfolio Design: Keeping Equities While Adding Gold
• METU Does What It Says On The Tin, 200% META Stock
• FDIS: Caution Signs Appearing In The Consumer Discretionary Sector
• Bitcoin Busts Through $100,000, Eyeing New Targets On BITB (Rating Upgrade)
• MINT: The Risks Of Bonds, Spreads, And Volatility
• ETV: The Premium That Wasn't (Rating Downgrade)
• COPX: Possible Scrap Export Restrictions Complicate Copper Trade (Rating Downgrade)
• IEUR: Europe Hitting New Highs, Still Cheap
• American Century Disciplined Core Value Fund: Very Attractive In A Turbulent Market
• SFLO: Stringent FCF-Centered Strategy With Unconvincing Returns
• First Look: Fidelity Disruptive Automation ETF
• TLT Vs. VCTL: Yield Spread Is Near 10-Year Low
• BXMX: The Rare Combo Of Capital Preservation And High Income
• SDOG: Lower Return And Higher Volatility Than Its Peers
• Moat Index Finds Strength In Submarines And Semiconductors
• GOVT: U.S. Economy About To Weaken Considerably, Buy Treasuries For The Short Term
• RING: The Gold Rush Is Over?
• Is Your Strategy Too Narrow For This Market?
• Ugi increases fiscal 2025 EPS guidance to $3-$3.15 with operational improvements
• MUA: Better Yield But Possible Credit Risks
• VXUS: A Flawed Fund That Should Continue To Underperform
• Manulife signals strong Q1 2025 growth with 50% rise in Asia insurance sales
• Is U.S. Exceptionalism Over For Equity Investors?
• VIS: An Opportunity To Gain From The Manufacturing Slump To The Next Rebound
• Excited About Elon's Return? Maybe Try Direxion Daily TSLA Bull 2X Shares ETF
• FSTA: Not Sexy, But Fidelity's Consumer Staples ETF Is Outperforming The Market
• XEI: Higher Dividend And More Diversified Than XDIV
• Griffon declares $0.18 dividend
• CDL: A Defensive, 3.3%-Yielding Complement To Other Dividend ETFs
• Back To Investing Basics - Managing Costs
• The Economy Is Finally Cracking: Here's How To Rebalance Your Portfolio
• It's Raining CLO Equity CEFs And Why We Got Longer
• Recession Risk Ruled Out? That Makes VGLT More Attractive.
• BMAX: An Alternative To (Micro)Strategy With Less Risk
• SVXY: Taking Profit Amid Growing Prospects Of Another VIX Spike
• Tariff Turmoil Shines Spotlight On S&P/ASX Geographic Revenue Exposure Indices
• Why S&P 500 BuyWrite ETFs Like PBP And XYLD Don't Deliver
• Amid The Noise, Active Management Quietly Reinvents Itself
• RVT: Income, Alpha, And Opportunity In Small-Cap Value At A Discount
• 2 Complementary Strategies: Creating A More Defensive Core
• ACIO: Doing Its Job In A Tough Equity Market (Rating Downgrade)
• SHLD: A Lot Of Potential Growth In Current Environment
• BST: NAV Growth Supported By Fund's Efficient Strategy
• VTEC: Difficult To Work Out Who This Is Suitable For
• PBDC: Recent Sell-Off Creates An Opportunity
• CVAR: Why You Should Avoid This High Fee Active All-Cap Value ETF
• BOXX: Tax Avoidance At Its Best, A Happy Holder's Story, Reiterate Buy
• The MOO ETF: Agribusiness Feeds And Fuels The World
• GLD: We Are Entering Speculative Territory (Rating Downgrade)
• ZEQT:CA: Why BMO's Fund Has Underperformed Its Competitors
• SCHH: A Good Option For Investors Worried About Trade Woes (Rating Upgrade)
• VTIP: A Good Place To Park Cash As Inflation Persists
• KMLM: Adaptive Shifts Amid Currency And Commodity Volatility
• The Power Of Diversification: Looking Globally For Opportunities
• 2024 Total Dividend Income And Portfolio Update
• VIS: Resistance Emerges As The P/E Turns In-Line With The S&P 500's (Rating Downgrade)
• The 4-Fund Trump Portfolio
• Japan: Getting Exposure To India On The Cheap
• HYT: Risky And Expensive Compared To Peers
• DIVO: Stop Gambling On Covered Call Writing ETFs
• The Power Of Tax Deferral
• HPI: Accumulation Here Could Reward Patient Investors
• ELM: Dynamic Factor 60/40 Portfolio
• CSB: Small-Cap Dividend ETF Deserving More Attention
• STEW: A Cheaper Way To Own Berkshire Hathaway
• JGRO: A Solid Large-Cap Growth ETF
• SCHF: Multiple Reasons To Remain Long Non-US, Developed Stocks
• JOET: Relative Underperformance And Elevated Volatility Raise Doubts About The Fund's Strategy
• QQQY's Strategic Shift: Analyzing The Potential Of The New Income Approach
• QNXT: A Market Sentiment Quirk Spurred Recent Outperformance, But It Might Not Last
• SPMO: Recent Performance Again Shows The Fund's Effective Strategy
• PEO: A Closed-End Oil And Gas Fund Now Yielding 10.5%
• BDJ: NAV Remains Resilient Through Market Uncertainty
• XMMO: A Huge Rally, The Valuation Now In Question Amid Technical Resistance
• DEMZ: Can This Politically Charged ETF Keep Beating The S&P 500?
• BGB: Discount Provides Alpha Opportunity
• CCOR: Look At HELO Instead
• RioCan Real Estate Investment Trust (RIOCF) Q1 2025 Earnings Call Transcript
• 2024 Total Dividend Income And Portfolio Update
• MFA Financial, Inc. 2025 Q1 - Results - Earnings Call Presentation
• PAVE: The Outlook For This Infrastructure ETF Is Uncertain
• DBB Corrects: The Case For The Copper, Aluminum, And Zinc ETF Product
• NOBL: Dividend Aristocrats Should Outperform In An Economic Slowdown
• Enbridge: I Remain Bullish Despite Volatile Earnings Surprise Record
• FDVV: Not A Consummate Dividend ETF, But Offers Some Merits
• SMIN: Upgrading To Buy, India Small Caps' Valuation Is Now Favorable
• RNP: Resilient Real Estate Fund With Well Supported Dividend
• Why The South Korea's Market Is Still Not A Buy Despite Tariff Relief Rally
• SPDG: Showing Promising Initial Dividend Growth And Performance
• UTG Yields Almost 7%, And This CEF Will Benefit From The A.I. Infrastructure Buildout
• SMHX: Semiconductor ETF Outperforming Its Peers
• AMZA: After Sell-Off, This Oil & Gas MLP ETF Now Yields 8.5%
• FEPI: Dissecting The 'Mag 15' Income Strategy
• 2 Under The Radar ETFs That Could Help You Navigate A Potential Recession
• QTOP: Risky Play On Nasdaq-100 Top 30 Stocks, But Worth A Look
• IBIT, Strong Momentum, Bullish Narrative, But Watch Out For This
• FLCA: Low Cost, But Macro Threat Is Present
• RSPG: Not My Preferred Energy Sector Play, Underperforming
• LDP: A Declining Dollar Creates Risk For Preferred Stocks
• IIF: India's High-Flying Active Manager
• EFA: This Developed Market ETF Offers High-Quality International Exposure
• EFA: Best Start To A Year This Century, Reiterate Buy
• Q2 2025 Style Ratings For ETFs And Mutual Funds
• Nasdaq Reports April 2025 Volumes
• SMOG ETF Celebrates 18th Birthday, Is It Time To Buy The Future Of Energy?
• MDY: The Tariff Headlines Make For A Powerful Opportunity
• EPHE: Philippine Stocks Are Very Cheap Relative To History
• XTN: Transportation Isn't The Ideal Sector For Long-Term Investors
• First Look At FMED: Poor Performance Merits A Strong Sell Rating
• FFA: Delivering A Steady Distribution From This Call Writing CEF
• FDEV: Japan-Heavy ETF With Smart Strategy, Low Fees, But Drab Returns
• AVUS: Looking For Value In A Diversified Strategy
• MYI: An Income Opportunity For Higher Rate Taxpayers
• HIPS: Return Of Capital Distributions Can Be Good
• XSW ETF: Software Is The Place To Be, But Here's A Better Choice
• HACK Facing Mean Reversion, A Look At The Long Term
• AIQ Is Better Than MGK As The Days Of Passive Allocation To Mag 7 Seems Over
• JCE: Difficult To Recommend This Fund At The Current Price
• FFA: An Exceptional Option Fund That Offers Dividend Growth
• DBL: Solid Results Despite Some Issues
• DUST: Good For Volatility-Seekers, But Not An Investment
• JRS: Real Estate Fund With Good Potential But Wrong Timing
• OMAH: Riding Berkshire's Coattails To Prosperity?
• UTG: For Those Tired Of The Tariff Rollercoaster
• SCYB: Not The Time For High Yield
• The Economic Order Is Changing - Here's How We're Positioning
• AWF: Risks Are Increasing, But Probably Worth Keeping The Fund
• PDX: Discount Widening Leads To Opportunity
• JEPQ: Why This High-Yield ETF Should No Longer Be Sidelined (Rating Upgrade)
• ZDV:CA ETF: Don't Fall For This Dividend Trap ETF
• Cambria Emerging Shareholder Yield: Great ETF Idea With One Significant Drawback
• I Like SRLN, The Economic Environment Much Less
• ADX: Nearly 10% Yield, Good Discount, And Solid Past Performance
• BUZZ: ETF Focused On Social Media Stories
• VIDY:CA: International Diversification Is Prudent But Unnecessary In Dividend Investing
• BXSY: Discount Floor Holding Amid Greater Volatility
• The High-Tech Logistics Boom: Where Automation Meets The New Real Estate Frontier
• BKGI: Good Equity-Income Balance, But Poor Geo Spread And Highly Tariff-Sensitive
• MSTZ: Utter Annihilation Of Capital
• HACK: A Surprising Bullish Factor Reaffirms My Optimism
• DIVY: High Dividends Don't Overcome Quality And Growth Deficiencies
• CEF Weekly Review: Bull Market In CLO Equity CEFs
• ARKK: Last Chance For Cathie Wood, Even Noah Might Not Save This Ship
• JEPQ Falls Short On Income And Volatility Control
• UTES:CA: Neither Bull Nor Bear Market Allows This Canadian Utilities ETF To Outperform
• EOS: Time To Get Back To Growth Income With Hedge On
• EDEN: High-Quality Companies At A Fair Price
• CLOB: Great CLO Fund, Timing Is Not Good
• EPI: India Is Bouncing Back
• FDN: Internet Tech Growth Will Outshine Negative Qualities
• PLTU: Too Bullish On Palantir, Even For Me
• DHS: A Low Volatility Dividend ETF With Average Returns
• The Great Rotation
• AOHY Vs. JNK: Is Active Management Better For Junk Bonds?
• FBND: Long-Term Potential But Short-Term Headwinds
• GOVZ: Perhaps Not The Time For Duration Bets
• Leveraged ETFs Report And Focus On SPUU: Not A Long-Term Investment
• DHF: Discount Widening As Uncertainty Increases
• ISPY: Daily Call Selling Hurt In April, Better Situation Today
• Time To Raise Cash And Prepare For The Next Crash
• IDU: Buying Utilities Still Makes Sense To Me
• Brad Simpson On How Investors Can Find Order Within The Current Market Disorder
• OMAH: An Option ETF Linked To Berkshire Hathaway
• HYG ETF: Credit Spread Sensitivity And Credit Migration Risk Is Heating Up
• JEPQ: A Big Income Opportunity For 2025
• The Awards You Never Get When Investing
• ITA: Buy Amidst Market Volatility
• SHLD: The New And Enduring Trend Of Global Defense Prioritization
• Comparing This Cycle Of Tariff Market Volatility With Previous Swings
• Aim To Keep Risk Modest And Quality High
• FBTC: Bitcoin Mining Health And Gold Rotation Trade
• SPGP: A GARP ETF That Doesn't Pass The Growth Test (Rating Downgrade)
• SMCF: Suffers From Quite A Few Flaws
• SMCY: Less Than Meets The Eye
• April AAII Asset Allocation Survey: Stock Allocations Decrease
• IDE: A Very Attractive Way To Get An 11.3% Yield Today (Rating Upgrade)
• SCHD: 2025 Annual Reconstitution Turned Out To Be Ill-Timed
• When The Equity Premium Fades, Alpha Shines
• FLJH: Useful Structural Qualities, But Unlikely To Be Too Rewarding Now
• RSP: S&P 500 Monthly Dashboard For May
• FEQT:CA: Outperforming Its Peers But Bitcoin Allocation Is Not Preferred
• BLOK: Not The Pick For Risk Off Environment
• STK: Tech Decline Presents Attractive Opportunity For Entry
• Staying Diversified When Turbulence Makes Cash Tempting
• The Dollar Index Plunges: UUP For A Recovery UDN For A Continuation (Upgrade)
• Rolling Recession Should Give Way To A Productivity-Led Economic Boom And A Healthier Bull Market
• A Portfolio Perspective On Equity Income Investing
• KCE: Capital Market Stocks Washed Out, Upgrading To Buy
• Eagle Point Credit Vs. Oxford Lane Capital: Which 21%+ Yielding Fund Is The Better Buy?
• HYLB: Spreads Are Rising, But The Market Is Still Too Optimistic
• SPHB: Look Elsewhere If Looking For Volatility
• CLOZ: Riskier Than You Think, Yet Probably Still Worth It
• First Look: FDFF Gets A Strong Sell Rating
• OVL Vs. VOO: Old Dog Meets The New Dog
• SHV: A Decent 'Cash Parking' ETF
• ETHU: Volatility Means It's Simply Not For Holding, Only For Trading
• How Have The S&P/BMV IPC Leverage And Inverse Indices Performed In Volatile Periods?
• Global Trade's New Fault Lines: Positioning Portfolios For A Fractured World
• MBB: Largest Muni Bond ETF, But Better Choices Out There
• SPE: Potential Curve Ball For Bear Markets
• NRSH: Breakneck Onshoring, Its Discontent, And Beneficiaries
• Templeton Global Total Return Fund Q1 2025 Commentary
• CARY: Make Money While Equities Wobble
• When To Move Into GPIX? Maybe Better Today Than Before
• CQQQ: More Questions Than Answers In China Tech
• TMFM: A Suboptimal Growth Play With Soft Performance, High Fee
• SSO: How I Leverage And Why I'm Not Doing It Now
• BKLC: This Core Large Cap ETF Is Free, So Should You Buy?
• PHD: Recent Events Point To Poor Returns Going Forward
• The India Fund: Primed For A Rebound
• India 2025: Constructing Resilience While Others Retrench
• India Fund: Healthy Distributions, But Not Much Else Going For It
• RLTY: Better Than Owning Physical Properties In This Environment (Rating Upgrade)
• Invesco Dynamic Leisure And Entertainment: Uniquely Focused ETF With Long-Term Risks
• SDOG: High Yields, Low Valuation, But A Mixed Track Record
• OCCI: Income Investors Should Seriously Consider CLO Equity Despite Perceived Risk
• SRVR: Not As Defensive As Imagined
• Guggenheim's Monster Fund GOF: Admiring The Skill, Fearing The Price
• Put Spread Selling Overlays In Short Term Bond Portfolios
• BUXX: Protect Your Capital With This Yield Enhancer
• Geopolitical Shifts, Tariffs And Trump's First 100 Days In Office
• FFRHX And FSAHX: For A Diversified Income Portfolio
• CGO: International Exposure A Plus, But Tech Exposure Weighs On Performance
• KBWY: Strong Yield, Terrible Performance, Still A Sell
• EOD: Inconsistent Fund Of Equities And Debt Investments
• SOXX Vs. SMH: Why I'm Buying This 'Anti-Bubble' Semiconductor ETF
• Eagle Point Credit: A 2025 Roadmap For CLOs
• UTF: A Fund That Is Much Better Positioned Now
• PKB: Strong, Diversified Holdings While Remaining Overvalued
• How U.S. Small-Cap Stocks Can Overcome The Market Stress Test
• Brazil Is Good For A 7% Stable Yield And Some Upside As The USD Depreciates
• 3 Ways To Avoid The Eye Of The Equity Market Storm
• The Case For Emerging Markets And Chinese Equities
• Harvesting Hope - Tax Optimization In A Down Market
• NAD: I See This Fund Pushing Higher Along With The Municipal Sector
• VT: Global Stocks Stage A Comeback, Looking For More Gains Ahead
• VYMI: Attractive 4.32% Dividend And +12% YTD Gain
• RMT: Economic Factors Warrant Caution (Rating Downgrade)
• RFMZ: Successful Swap, Remains An Interesting Choice
• IDVO: Proven To Be Effective At Offsetting U.S. Market Volatility
• IGM: Mag 7's P/E Has Come Down Ahead Of Q1 Earnings, But Technical Damage Done
• IXUS: A 9% Total Return Expected In The Long Term
• 2025 Spring Investment Directions: Exposures For Volatile Markets
• DGRO: A Fund That Lacks A Clear Focus
• CONY: Re-Evaluate Your Risk Tolerance
• CONY: A Smoother Ride On COIN, Not A True Income Strategy
• Will 2025 Be The Year Of Diversification In Equities?
• Evaluating GPIQ Against Covered Call Peers QYLD And QDTE
• MCHI: Bullish On China, But This ETF Is Risky
• PTY: The Chart Isn't Optimal, But The Distribution Yield Exceeding 10% Is
• IWC: Not A Great Way To Play The Next Bull Market
• DGRO: Earnings Growth Is Likely To Drive Returns In 2025 And Beyond
• VTWO: Low-Cost Way To Get Exposure To Russell 2000 Small Caps
• FNDX: 3 Reasons Why I Would Avoid This ETF
• IWM Vs. IWMI: Why IWMI Makes Better Sense
• CPAI: Promising AI-Powered ETF
• GDMN: Good Leverage On Gold And Gold Miners
• America's Infrastructure Report Card In 2025: Still Behind, Still Underfunded
• DSTL: Attractive Valuation, Performance Not Great
• BGT: Failing To Cover Distributions And Unlikely To Improve (Rating Downgrade)
• BSVO: Quality A Concern For This Deeply Discounted Active Small-Cap ETF
• PHO: Lacks Real Economic Exposure To This Important Natural Asset
• GPIQ: Recent Performance Highlights The Strength Of The Fund's Unique Strategy
• Resilience Is The New Alpha: Rethinking Risk In A Fragile World
• Inside China's Economic Reset: Tariffs, Stimulus And AI
• NAN: Useful For New Yorkers, Not For Anyone Else
• LDDR: An Interesting 'Ladder Of Ladders' Idea For Retirement Planning
• LVHD: Low Volatility With Lower Returns
• GGN: Recommend Patience And Strategic Trading
• EMLC: A High-Yield Hedge Against The End Of U.S. Dollar Hegemony
• IUSG Could Be An Attractive ETF For Potential Recovery And Long Term
• Selling Cash-Secured Puts For More Portfolio Income
• The FXI ETF: The Risk-Reward Profile For Chinese Stocks Post Liberation Day
• GDV: A Unicorn Closed End Fund (Rating Upgrade)
• QQCL:CA And USCL:CA: Explaining The Two Funds' Falling Distributions
• 2 CEFs That Can Benefit From Fed Keeping Its Target Rate Higher
• EMD: The Case For This Emerging Markets Debt Fund Is Weakening
• VOO: Consumer Psychology Shows Demand Destruction Could Outpace Inflation
• DVY: Finally, The Bell May Be Ringing For Dividend Stocks
• SPYX: Does The Job But It's Not An Important One
• PFFA: Out Of The Pan, Into The Fire
• SDHY: Discount Narrows And Distribution Coverage Weakens As Expected
• RFI Versus RQI: Examining The Outcomes Of Leverage During Market Stress
• XLI: The Pick If You Are Bullish On U.S. Manufacturing
• FIVA: International Stocks Finally Wake Up
• SPYT, Over 20% Distribution Rate, But Watch Out For This Factor
• CGGR: The ETF If You Can't Stomach Volatility But Still Want Tech Exposure
• GPIQ From Goldman Sachs Yields Over 11% And Is Gaining Traction
• IUSV: U.S. Value Stocks Are Likely Undervalued
• Correction Continues - The Value Of Risk Management
• UYG: To Trade On The Financial Sector, Not To Invest In It
• ARKF: Bitcoin Near New Highs Vs The S&P 500, Bodes Well For Fintech (Rating Upgrade)
• VFLO: Turnover At 118% (Rating Downgrade)
• BILS: Simple T-Bills Index ETF, Slightly Longer Maturities And Expected Returns
• VEU: A New Golden Age For International Equities
• SIL: All That Glitters Is Not Gold, Sometimes It's Silver
• TFLO: Getting Out Of The Way Of Higher Inflation Expectations
• CHGX: Equal-Weight ESG ETF
• EVSB: Not Right Now, But There's Potential In A Risk-Off Environment
• FBCG: An Attractive ETF For Dip Buyers
• CCIF: One Of The Newer CEFs Offering High Yield Income From CLOs
• UPRO: Deleveraging Is Smart In Today's Market
• FEPI: There Is No Magic Investment With High Total Returns And High Distribution Yields
• IJH: Mid-Caps Historically Cheap, Sport Long-Term Outperformance
• GVAL: It's Time For Global Value To Shine
• Blackrock MuniYield Quality - For The Tax Free Income
• NLR: Nuclear Stocks Snap Back, But The Damage Has Been Done
• RLTY: Discounted And Beaten-Down
• IEI: Partial Oil Recovery Doing No Favours For Duration Bets
• QDTE: Not Well-Suited For Current Headline-Driven Environment
• BIZD: Panic Selloff Is A Golden Opportunity
• Ride The Inevitable Market Rebound With Fidelity Momentum Factor ETF
• BSTZ: 16% Plus Yield And 8% Discount, But Is It A Buy?
• DSL: Solid Fund But Weighed Down By Interest Rates
• TDIV: Falling Behind In Growth And Dividends By Chasing Both
• XAW:CA: Sensible For The Right People
• MAV: Tax-Free Distributions, Activists Remain Invested
• PDI: Your Approach Needs To Change
• Profit From Wider Credit Spreads With These High-Yield Bond Funds
• Direxion Daily Financial Bear 3X Shares ETF: For Trading, Not Holding
• CEF Weekly Review: CLO CEFs' NAVs Take It On The Chin In March
• HYG: Ultra-Low Junk Bond Credit Spreads Point And Rising Recession Risk Recreate 2008 Setup
• KYN: A Good Place To Wait Out The Storm
• DGRS: A High-Quality, Low-Valuation Dividend ETF
• EWW: Mexican Stocks Have Provided Impressive Long-Term Returns
• 5 Best CEFs This Month For Yields Up To 15% (April 2025)
• How To Gain Index Traction In Defense
• SIL: Silver's Revenge On Gold
• CGDG: The Less-Known Dividend Grower Can Beat The Market In Long Term
• FAZ: A Tactical Risk-Enhancement Tool For A Financials Sector Bear Market
• FOF: Now Trades At An Attractive Discount To NAV
• DGRO: Time To Play Defense
• Playing The Bitcoin Breakout With BITU
• CLOA: This CLO Fund Is Now Just A Hold (Rating Downgrade)
• BLCV: Little Known Active Value ETF Beating Its Benchmark
• Don't Minimize The Importance Of The VIX Spike: It's Bullish
• EDF: The Environment For Emerging Market Debt Has Changed
• KIO: Price Has Fallen Back Into Buy Zone (Rating Upgrade)
• VGUS Or VBIL? How To Pick The Better Ultra-Short U.S. Treasuries ETF From Vanguard
• EVT: Attractive Discount Combined With Market Weakness Makes This An Opportunity
• QDTE: The 0DTE Strategy Is Being Put To The Test
• Volatility, Correlation And Dispersion In The S&P 500 Top 20 Select Index
• QDTE: Massive Yield And Huge Losses
• XLI: Now A Premium P/E, But The Bear Market May Be Done
• AMDY: Tested Performance Across Market Cycles
• XLP: A Well-Built Fund That Should Outperform In The Current Economy
• FFC: Relies On Interest Rate Cuts To Drive Growth
• Put Spread Selling Overlays In Small-Cap Equity Portfolios
• Defense And Discipline: How To Stay Calm In Unruly Equity Markets
• Chart Of The Day: The Investing Case For Canada
• NVDY: The Market Has Changed, So Has My Opinion (Upgrade)
• Small Caps Vs. Large Caps: The Cycle That's About To Turn
• 4 CEFs To Consider For Your High-Yield Income Compounder Portfolio
• IWM Is No Longer A Buy
• ARKW: Unoriginal Portfolio Of Pricey Tech Stocks
• SCHD: A Good Pick For Investors Choosing Income Investing Over Growth
• GDLC: More Than 80% Bitcoin
• SVIX: What Happened? Is It Still A Buy? We Think Yes
• ARKX And 'Space Exploration' Are Back In The Spotlight, Yet I Still Prefer To Look Elsewhere
• VBF: This CEF Presents An Attractive Buying Opportunity (Rating Upgrade)
• AVK: Inconsistent Distribution Coverage Warrants Caution
• RDIV: Generous Dividend Yield But High Turnover, Questionable Performance, A Hold
• FLSW: Better Than EWL, But A Questionable Buy At This Juncture
• VWO: Emerging Markets Extremely Cheap With 2025 Alpha
• Old republic international outlines 2025 specialty insurance growth strategy and enhanced profitability focus
• EWP: Spanish Stocks Are Outpacing Everyone Else
• Using The Volatility To Lock In A High Yield With CEFs (Part 2): GHY
• CCSO: Environmentally Responsible ETF Focused On Industrials
• Using The Volatility To Lock In A High Yield With CEFs (Part 1): DHY
• AFLG: Strong Multi-Factor ETF With A Premium Price
• Trading Energy-Related Assets With ERX
• XLV Vs. VHT: I Prefer XLV For Its Better Downturn Resilience
• India's Digital Prospects Look Alluring, But DGIN Isn't Very Compelling
• IAF: Sell Australian Shares By May And Go Away, Avoid 'The Most Expensive Bank Ever'
• BAI: Not An Encouraging Start For An AI Portfolio, But Still Very Much A Buy
• Inflection Points: Roll With The Changes
• SLYV ETF: Missing The Mark As A Top Small-Cap Value Fund
• AVDV: The Case For Global Small-Cap Value
• Artisan International Fund Q1 2025 Commentary
• NVDY: Lower Risk Option Than Nvidia, But Also Lower Returns
• Aristotle International Equity ADR Q1 2025 Commentary
• Aristotle Focus Growth Q1 2025 Commentary
• VGT: In A Rut, Mixed Analysis, Hold Tight
• Trump Wants Talks With China - Why The Current Rally Is Likely Temporary
• EWJV: A Near 4% Value Dividend Fund For A Rising Japanese Yen
• HIMU: CEF Turned Municipal ETF Gets Hold Rating
• The $26 Trillion Question
• The Next Big Theme: April 2025
• Inflection Points: Roll With The Changes
• Nasdaq Reports First Quarter 2025 Results; Diversified Business Model Driving Broad-Based Revenue Growth
• Nasdaq and AWS Unlock New Era of Growth for Global Capital Markets with Next Generation Infrastructure Solutions
• A Big No For NVDU, Use These Strategies On Nvidia Instead
• Tariffied Of Market Whipsawing? Consider These 2 ETFs
• Market Outlook: A Bumpy Path
• EPU: Interesting Investment At Low Diversification And High Risk
• VNQ: Why REITs Are Great Amid The Tariff Havoc + My Favorite REIT Pick
• CEF: It's Silver's Turn
• Chinese Equities: Investing In Stocks That Transcend Tariff Turmoil
• KCCA California Carbon Alert: Strategic Opportunity At The Floor
• JQC Rights Offering Underway - Here's What To Do
• Navigating Market Volatility And Tariff Policy: Positioning Portfolios Amid Uncertainty
• Artisan Sustainable Emerging Markets Fund Q1 2025 Commentary
• Artisan Mid Cap Fund Q1 2025 Commentary
• QUAL: A Solid Long-Term Investment With The Potential To Beat S&P 500
• MCN: Outperformed By Peers Like JEPQ
• BBSC: Lagging Several Small-Cap Core ETFs
• DHF: Risks Are Too Great For A Contrarian Purchase
• XPAY: 20% Managed Distribution On S&P 500 Exposure
• DWX: An Underperforming Index With An ETF To Match
• AWP: Hard To Justify A Position During Uncertainty
• NVDY: The Recent Sell-Off Shows Further Construction Flaws In This Fund
• Weekly Closed-End Fund Roundup: CUBA Jumping On CLO Bandwagon (April 13, 2025)
• New Dangers For AIQ Of A 'Data Centre' Crisis
• QYLD Vs. RYLD: Embrace The Fear With QYLD
• Investing In Companies Across The AI Tech Stack
• SGDJ: Why Gold Is Due For A Breather
• Going Beyond Active And Passive Investment Thinking
• If I Could Only Own 3 Funds 'Forever' It Would Be These
• IBHF: With A Potential Recession Looming, Time To Be Conservative (Rating Downgrade)
• MSD: Right Time For EM Debt
• Navigating Uncertainty: The Defensive Attributes And Performance Drivers Of The S&P 500 Quality Index
• BUZZ Investing: Tariff Chaos Shakes U.S. Equities
• Cornerstone CEF Rights Offerings Are Back
• TLT: Inflation Sparks A Unique, Huge Upside Play - Low-Risk, But Fleeting
• SCHG: Still Overvalued Despite Recent Drops
• Chinese Blue Chips: Caution Advised Ahead Of Delisting Rumors
• ZROZ Vs. TLT: One Has More Juice To Squeeze
• SPYD And SPHD: Utilities And Real Estate Sectors Likely To Back A Potential Rebound
• SPYD And SPHD: Utilities And Real Estate Sectors Likely To Back A Potential Rebound
• VYM: 3% Yield, Diversification And Growth
• Scottish Mortgage Investment Trust: Turning Cautious On Tariff Slowdown
• PEY Offers Excellent Value But Low Margins And Growth Rates
• ARGT Advances With The Argentine Macroeconomics As A Catalyst
• VEA: Solution To A Falling Dollar, Record Alpha And Compelling Valuation
• JBND: Still A Buy
• DGRW: Core Holding Vibes With Monthly Income
• GDXY: YieldMax Strikes Out On Gold
• ARKK: Curb Your Enthusiasm
• Enbridge: An Equity Bond Amid Market Turbulence
• REMX At A Critical Technical Level (Rating Downgrade)
• EIPI: Delivering Steady Distribution To Investors
• BETZ: Gaming ETF Positioned To Rise On Tech-Heavy Portfolio With Low Tariff Risk
• EPU: Sell This Peruvian ETF Which Lacks Sufficient Exposure To Peru
• I Was Looking For A MOAT, But I Didn't Quite Find It Here
• EWM: Uninspiring Long-Term Outlook For This Malaysian ETF
• EWI: Cheap At Great Momentum
• PCF: An Ineffective Fund Of Funds
• VIG: A Potentially Superior Investment To SCHD
• QYLD: The 14% Yield Won't Be Enough If The Market Doesn't Rebound Before May
• When Economic Rules Start To Bind
• EQWL: A Fundamentally Undervalued Equal-Weight ETF
• AESR: Unconvincing Tactical ETF
• Flow Traders And Virtu Financial: Beat The Market And Lower Your Volatility
• Income-Covered Closed-End Fund Report, April 2025
• REZ: Capturing Solid Demand In Healthcare And Self-Storage
• QQQI: Recent Performance In Harsher Market Conditions Shows A Fund Built To Last
• PBUS: Growthier Than IVV But Also More Expensive, A Hold
• RSSL: Why I Wouldn't Touch This Cheap Russell 2000 Index ETF
• NVDY: Buy On U.S.-China Chip Turmoil But Don't Expect 100%+ Yields
• Simplify's New Barrier Income ETFs
• ABEQ: Focused On High-Quality Companies With Margin Of Safety
• Portfolio Performance Q1 2025
• QQQI: Best Utilized As An Accompanying Fund Rather Than A One-Stop Shop
• Berkshire Hathaway + SCHD: Fed Rates Likely Going Lower
• SCD: This Hybrid Tech/Energy CEF Raised The Distribution, Now Has A Big Discount
• Buy The Dip: The Draw And Dangers Of Contrarian Investing
• Why Stock Picking Just Became Less Important
• XLRE: My Expectations For Real Estate In A Mild Recession Scenario
• PCK: A Buy Rating Makes Sense For A Reason (Upgrade)
• NPV: Nuveen's Municipal Bond CEF For Virginia Taxpayers
• ProShares UltraPro QQQ ETF: To Trade, Not Hold
• CEFS: In-Depth Performance Analysis And Comparison
• MLPX: No Longer A Bargain, Technicals Also Suggest Caution (Rating Downgrade)
• PDI: Its Mega-Yield Party Was Over Years Ago
• IQDG: Lagging The Benchmark And Some Competitors
• GPIQ Vs. QDTE: Both Option ETFs Have Unique Benefits
• 2 Ways To Play The AI Gold Rush
• HYMB: An Interesting Alternative For Tax-Free Income
• QVAL: A Low Valuation Fund, But With Above-Average Volatility
• WTV: Attractive Valuation, Solid Long-Term Investment
• EMPB: This Iconoclastic Fund Deserves Investor Attention
• SLV: Not Gold, But It's Been Glittering
• QYLD: Why A High Nasdaq 100 Volatility Index Is A Good Thing
• SCHD: Solid Yield And Continuing To Generate Additional Cash Flow With Options
• SCHG: Contrarian Opportunity
• DGRW: Much Better Positioned Now (Rating Upgrade)
• EUSA: Conservative Valuation Suggests Strong Return Potential
• Model Portfolio For Income, April 2025
• EWL: Swiss Stocks Are Expensive, But They're High Quality Compounders
• SMCX Is A Buy For Short Term Swings In The AI Space
• IDNA: The Cutting Edge Of Medical Science Is A Risky Investment
• BUCK: Potential Yield From Short Durations. But At What Cost?
• NANC: Time Lags Make Good Potential Too Risky
• XLRE: Current Risks Appear To Balance Out Potential Returns
• PRNT: Tariffs Might Be The Perfect Catalyst To Catapult 3D Printing (Back) To Fame
• IWY: U.S. Growth Stocks Show Signs Of Overvaluation
• Going 'Max Defense' And Adding Gold To My 2025 Model Portfolio
• RQI: 8% Yield With An Opportunistic Edge
• XQQ:CA: An Enticing Mag 7 Bet For Canadian Investors
• XLF ETF Is Not Out Of The Woods Yet
• Why WTV's Mid‑Cap Value Tilt And Strong Distributions Matter Now
• EWM: Great Opportunity But Low Diversification
• APLY: In Position To See Outsized Distributions Potentially Exceeding 30%
• VTI: Bears Come Out Of Hibernation
• LRGG: Active Large-Cap Growth ETF With A Clear And Unique Strategy
• GAM: Tech Exposure Could Mean Short-Term Pain
• FDV: Never Forget Low Beta Is A Double-Edged Sword
• VRIG: A Bit Disappointing (Rating Downgrade)
• PFL: Solid Income Fund But Sensitive To Interest Rates
• ETW: Call Writing Strategy With A Global Tilt
• AIRR: Reshoring Has Its Flaws, And Current Industrial Conditions Look Iffy
• Sell MSOS And Its 3 Largest Holdings
• MAGS: The End Of An Era (Rating Downgrade)
• CEF Weekly Review: Are We In Another CEF Deleveraging Wave?
• VTI: A Fund That Carries More Risk In The Current Economic And Political Environment
• NIE: This Equity/Convertible CEF Provides Tech Exposure With Reduced Downside Risk
• VSDA: A Hidden Gem For Dividend Growth Alpha
• Q2 2025 Equity Market Outlook
• DFP: Solid Fund But Wrong Time For Entry
• 5 Reasons Why China's Internet Sector Has Low Exposure To U.S. Tariffs
• VNQI: International REITs Offer A 10.55% Return To U.S. Investors
• Institutional, Retail Investors Shed $27B In U.S. Stocks In Early April Sell-Off
• 3 Ways To Profit From China's Export Ban On Rare Earth Metals
• Private Real Estate And The Impact Of Tariffs: Stay Measured
• Semiconductor Industry Updates: Tightening Tariffs And CHIPS Act Changes
• Gold, Bitcoin, And Emerging Markets: Our Market Playbook
• Why Does Volatility Often Lead To Strong Emerging Equity Returns?
• U.S.-Listed China Internet Stocks: Fact Vs. Fiction
• Introducing EGLE And FLAG: An Innovative Approach To U.S. Equity Investing
• XLB: Materials Dashboard For April
• VTI: Even Through Periods Of Uncertainty, This ETF Hasn't Outperformed VOO
• PLTY For Income Investors, Taming Palantir's Wild Ride
• Are These ETFs Cheap Yet? Crypto, Cannabis, Chips
• TNA: Buy For Big Gains On Small Caps
• ETY: A Diverse Option ETF For Long Term Investors
• UVXY: Effective Volatility Hedging During VIX Mean Reversion
• A Double Kazoo With A Kazazz: Inverse-Double-Short-Leveraged ETFs Have Arrived!
• TSLQ And TSLY: Continue To Avoid These Flawed Products
• ARDC: We're Back In This Multi-Sector Credit CEF
• IDV: Long Term Risk Of Chasing Only Dividend Yield
• CEFS: A 'Non-Discounted' Take On Discounted CEFs (In A Bear Market)
• PLTY: Triple-Digit Distribution Rate Is Worth The Risk
• AMLP: Midstream Is The Place To Be, Buy Rating For This Reliable ETF
• JEPQ: High-Yield Plus Tech Exposure
• LTCN: Spot Litecoin ETFs May Be Weeks Away
• OPTZ: An Optimistic All-Cap ETF With A Simple But Unique Strategy
• TBUX: Continues To Be A Buy In A Liquidity Constrained World
• CGDV: An Elite Growth Fund But Not A Dividend Investment
• Addressing SCHD's Collapse, Your Approach Needs To Change
• Bullish On Mexico Fund Though NAV Discount Is Likely To Persist
• The Return Of Dividends: Why DHS Is Having A Moment
• FLEE: Not A Bad Bet, If You Can Overlook Liquidity Challenges
• RSPS: Consumer Staples Dashboard For April
• The 90-Day U.S. Tariff Pause - How Should Investors Respond?
• The Prospects For Silver And The SLVP ETF
• FXU: Utilities Dashboard For April
• NVDL: Trump's Chip Restriction Is An Opportunity, NVDA Washed Out (Rating Upgrade)
• SGOV: A Useful Tool, But No Longer An Investment
• Valuations Then And Now: What History Teaches
• PAXS: Monthly Income From Diverse Credit Investments
• FIDU: Industrials Dashboard For April
• NQP: Pennsylvania Municipal Bond CEF Still At A Large Discount
• FLSA: Preferable To KSA, But Not A Good Time To Pursue
• Undercovered ETFs: Income, Argentina, AI, Gold +
• Potential Impact Of U.S. Tariffs: Private Equity Manager Perspectives
• RING: Growing Gold Demand May Help Lift This ETF
• Oxford Lane Capital: Incredible Distributions Meet Rising Recession Risk
• T-Rex 2X Long MSTR Daily Target ETF: Leverage On Leverage
• BST: A High-Yield Covered Call Fund For Tech Investors
• How Brazilian Equities Are Positioned Amid The U.S. Tariff Shake-Up
• New Income Opportunities And Stress-Testing Our 2025 Playbook
• SCHD: The Perfect Investment To Buy On The Drop
• Europe Rearms: What Defense Spending Means For Markets
• XDTE And GPIX: One Strategy Has Proven To Be Better
• Repositioning In An Active Core Strategy
• ICSH: A Yield That Might Justify The Risk, Especially Now
• EWL: A More Political Stable, But Too Expensive Alternative To The U.S.
• OPTZ: Not The Best Investment In A Tariff Sensitive Market
• MORT: A Strategic Buy For A Swing Trade (Rating Upgrade)
• WCLD: Slightly Undervalued Cloud ETF And A Strategy For High Implied Volatility
• BBIN: A Conservative Bet On International Developed Markets
• SGOV Looks Attractive, But Upcoming Rate Cuts Should Deteriorate Income Opportunity
• CLOI: A Disappointing Performance During The Storm (Rating Downgrade)
• VXF: How Does The Extended Market Compare To The Prime Benchmark?
• BOE: Poorly Positioned For The Current Environment, Resulting In Falling NAV
• IBIT: The Smart Play In A Maturing Market
• IYH: Healthcare Dashboard For April
• Stock Pickers: Lights, Camera, Anticlimax?
• RWJ: Value-Heavy But With Low Quality, Worth Avoiding
• 2 Monthly Tax-Free Income CEFs At Attractive Discounts
• RDTE: Not An Ideal Time To Focus On Small-Cap Income (Rating Downgrade)
• CTA: Managed Futures ETF, Strong Diversifier Choice For Volatile Times
• EIDO: Indonesia Poised To Bounce Back
• BNDX: International Bond Diversification Doesn't Seem Worth It
• MSTY: Why The 83% Distribution Rate Doesn't Justify The Current Risks
• QQQ: Not Generational, But Not Bad Either, Buy
• Middle Coast Investing Q1 2025 Letter: Before And After The Liberation Day Crash
• SPMO: A Portfolio Built On The Past, For An Uncertain Future
• XNTK: Technology Dashboard For April
• XDTE: Back-And-Forth Trump Policies Create Undue Risk For Short-Term Option Sellers
• MGV: Mega-Cap Value Posting 2025 Alpha, The Valuation Looks Good
• UCO: Trade War And Recession Will Keep Crude Prices Subdued
• The Triple-Factor Closed-End Fund Report, April 2025
• XLP: The Winner Of The Market Rotation
• How Dividend Investors Should Consider Positioning, 2 Attractive Stocks For The Long Term
• KNG Potentially Safer Than JEPI
• BGY: Underlying Fundamentals Can Be Improved
• VPU: Utilities Poised To Generate Lofty Returns In 2025 And Beyond
• BKCH: Lagging Peers And Overly Concentrated
• JNK: Intensifying Spread Risk Has Yet To Be Priced By The Market
• Tariffs, Volatility, And Record Highs: Why GLD Could Still Soar Higher
• BSJP: Worst Scenario Likely Unfolding
• GLD: Driven By The Dollar, Interest Rates, The Deficit - And Above All, Fear
• AVUV: Time To Rebalance After Recent Dip
• Danger Ahead, Hold These Cash Funds
• RVER: Can This New Active GARP ETF Deliver On Its Bold Objective?
• USRT: Binary Outcomes Based On Possible Nadir In CPI (Rating Downgrade)
• Managing Potential Market Pivots With Options
• BANX: Resilient In The Face Of Volatility And Providing Steady Distributions
• VCR: Consumer Discretionary Sector Dashboard For April
• Commodities In Q1 2025: The DBC ETF Outperforms
• The Height Of Policy Uncertainty
• How Rising Geopolitical Risks Weigh On Asset Prices
• XLU: Safe Haven Assets Could Prove Even More Attractive (Rating Upgrade)
• Our Take On The U.S. Tariff Pause
• SCHD Will Continue To Be A Bitter Disappointment... Unless The World Falls Apart
• XME: An Alternative To Gold But Cheaper
• DES: Not Catching A Dividend Bid In 2025, Awful Momentum Despite The Valuation
• JEPI: Great Time To Buy For Portfolio Yield-Enhancement And Diversification
• Direxion Daily Financial Bull 3X: Not For Building Long-Term Investment Portfolios
• IYW: Tech With A Twist
• In The Trenches: Pairing SCHD With SPYI For Financial Independence
• From Trade Wars To Energy Security: Mega-Force Manifestations
• A World In Flux: Managing Evolving Risks In Equity Markets
• SPHQ: Solid ETF To Beat Uncertainty And Outperform In Bull Markets
• NRO: Struggling To Grow In High Interest Rate Environment
• YINN - To Trade, Not Buy
• FFOG: Strong Growth And Tech Heavy
• First Principles In The Face Of Uncertainty
• YMAX Doesn't Deliver Durable Income
• Turning The Tide: Global Markets Outperforming U.S. Equities
• First Principles In The Face Of Uncertainty
• Asset Allocation Committee Outlook Q2 2025: The Storm Before The Calm?
• Word Of The Week: 'Capitulation'
• FTCS: Unconvincing Quality-Focused ETF
• JLS: Big Discount Makes This High-Yield Mortgage And Income Fund A Buy
• PFFA: This 10%+ Yielding Fund Is An Incredible Deal Right Now
• IGSB: Low Equity Beta Means High Diversification Attributes
• ARGT: Lifting Of Currency Controls Paves The Way For The Argentine Economic Miracle
• Trump's Tariffs Contain An Important Lesson For Investors
• Update On The GOAU ETF And Gold: Look For A Correction
• DURA: Still Uncompelling Compared To Peers
• SPDW: International Stocks Shine Amid Dollar Slump
• 8 Closed-End Fund Buys (And 2 Sells) In The Month Of March 2025
• FCPI: This Inflation ETF Isn't As One-Dimensional As You Might Think
• SCHD: Be Thankful To Mr. Market For An Opportunity To Buy More
• SCHD: We're Expecting 20%+ Annualized Returns For The Next Few Years
• CARY: Broad Bond ETF, Above-Average Dividend Yield, Below-Average Risk And Volatility
• SPLV: 2025 Alpha, But There's A Price To Pay
• AIPI: Not Convinced Of The Fund's Strategy
• NOM: Missouri State Municipal Bond CEF Rates A Sell
• PPH: Will Overcome Tariffs, But Competitor Funds Look Stronger
• IGV: Software Tariff Immunity, Robust Growth, Valuation Plunge Provide Buying Opportunity
• JAAA: A Safe Haven With Bond-Like Yields
• FBTC: A Coiled Bitcoin Spring With A Big Bargain
• DNL: Lagging Its Peers For A While
• 2 REIT-Focused ETFs Delivering Investors Monthly Cash Flow
• IXN: Big Tech Is Still Worth Holding Long Term
• Playing Defense - SPY Vs. IGA, A Reprise
• PBDC: Valuation Reversion Makes BDCs A Sector Buy
• TLTW: A Sharp Rally In Bonds Is A Risk (Double Rating Downgrade)
• GOF: Credit Deteriorating, Stay Cautious
• MUC: Sell-Off In Muni Sector Is Creating Opportunities (Rating Upgrade)
• GBIL: A Recession-Resilient ETF
• SMDV: Suboptimal Dividend Strategy For Tumultuous Times
• 8 March Raises From Duke's 0.5% To Broadcom At 11.3%
• MSTY: Payouts Continue To Decline As Bitcoin Cycle Shifts
• MSTY: Selling MSTR Covered Calls Relatively Less Risky In Today's Market
• GLDI: Yield-Generating Gold
• TLTW: Investors Losing Confidence
• PFM: Dividend Growth ETF With High Fees And Average Result
• AUSF: Factor Based Strategy With Mixed Results
• EZA: Pressure Likely To Persist
• DJD: Dividend And Value In Mega Caps
• CEF Weekly Review: BlackRock Resets Its Tender Offers
• FLKR: Investing In South Korea, Incredibly Low Valuations
• Here Is A Solid Investment TIP
• SCHY: A Solid 4%-Yielding Non-U.S. Dividend ETF
• JAAA: Highest Rated CLO Fund To Offset Tariff Volatility (Rating Upgrade)
• VNQ: Volatility Makes Commercial Real Estate A Buy
• PGJ: China Wasn't Doing So Well Even Before The Trade War
• EWZS: Brazilian Small Caps Safest Emerging Market Play
• SPYI: Generating High Distributions From S&P 500 Index Exposure
• OPP: Reliant On Lower Interest Rates To Fuel Growth
• PCMM: Why This Private Credit ETF Deserves A Spot On Your Watchlist
• NATO: Tariff War Helps Raise Defense Stocks Over The Market
• ZCN:CA: The Bull Case For Canada And The Issue
• DPST: Euphoria Turns To Despair In A Mere 6 Months
• IGIB: Another Investment Grade Portfolio Hedge
• How To Buy Low And Sell High Consistently For Lifelong Wealth
• DSU: Consistent Performer But Questionable Dividend Coverage
• Enbridge: Don't Miss Out On This High-Yield Buying Opportunity Now
• HTD: Don't Let Taxes Distract You From Compounding
• AGG: Dollar Recycling System Halt May Trigger Largest Ever Bond Market Crash
• AOA: Be Strategic, Consider Trimming
• AVMV ETF: Worth A Look For Mid-Cap Value
• GDXJ: A Perfect Storm For Gold Miners
• VDE: Energy On The Brink, Why $50 Oil Is Key
• TQQQ: A Contrarian Mag 7 ETF Buy
• BTZ: Now Back To Fair Value (Rating Upgrade)
• ANGL: Higher Quality Outperforms Amid Volatility And Spike In Downgrades
• KBWY: The High Yield Isn't Sustainable
• QGRO: A Quality Growth ETF That's Winning
• Country ETFs Since Liberation Day And Pause Day
• Hedging Your Bets: Inverse Index ETFs Valuable Tools In Any Market
• UTG: Big Steady Income, Healthy AI Price Pullback
• PKW: Buybacks, Another Way To Pay Shareholders
• YMAG: I Expect Long-Term Underperformance
• Move Over Gold, It's Silver's Time To Shine: AGQ And PSLV In Spotlight
• GOOY: Alphabet-Linked ETF, A Prime Example Of YieldMax's Main Weakness
• GLD Vs. SLV: Higher Recession Probability Makes GLD More Timely
• IGD: Capital Erosion And Shrinking Dividend Payouts
• Tradeweb Exchange-Traded Funds Update - March 2025
• Enbridge Preferreds Offer A Safe 7.6% Yield
• VIXY: Today's Volatility Levels Are Not Sustainable
• JPST: An Interesting Alternative For Parking Short-Term Cash
• Enbridge: Tune Out The Noise And Buy High Yield
• Harding Loevner International Equity Q1 2025 Commentary
• ETFs For A Recession
• OMFL: Current Environment Becomes A New Opportunity For This Dynamic Multifactor Fund
• ZCN: A Strategic Satellite Holding For Canadian Exposure
• CLM: Runoff Dividends, Not For Reinvestment
• Warning For SCHD Investors: Tariffs Are A Major Risk
• EFR: A CEF Back To Fair Value After The Drop (Rating Upgrade)
• 3 Tips For Investors Navigating These Uncertain Times
• Taking Apart The Tariff Impact With ETFs
• BITO: Bitcoin Is Failing As A Long-Term Investment
• Q2 2025 Outlook: In The Middle Of The 3% Reckoning
• AVMV: Inexpensiveness Paired With Adequate Quality, A Hold
• SCHX: Stock Market Crash Offers A Great Buying Opportunity For Hefty Gains
• Equity Outlook: Finding Silver Linings In Very Cloudy Markets
• Aristotle Capital Value Equity Composite Q1 2025 Commentary
• SQQQ: April 9th Was A Major Red Flag
• EVT: Funding Retirement With Tax-Efficient Dividend Income
• Heartland Value Fund Q1 2025  Commentary
• Heartland Value Plus Fund Q1 2025 Commentary
• LIT: Lithium Prices Have Stabilized But Supply Remains Plentiful
• VTWG ETF: Go Elsewhere For Small-Cap Growth Exposure
• AMOM: The Experiment Has Failed For This AI-Powered Momentum ETF
• FLLA: Open To Pursuing, But Heightened Brazil Exposure Makes Things Tricky
• SQQQ - An ETF I Wouldn't Use For Hedging, And Here's Why
• Corporate Bond Market Trends And Insights: A 2025 Investor's Guide
• 3 Themes Driving America's Manufacturing Revival
• I Bonds: Chaotic Times Provide A New Motive To Buy This Ultra Safe Asset
• 'Carp Special': $100,000 In A 52-Week Low-Quality Portfolio
• The GLTR ETF Continues To Shine
• They Call ETJ A Risk-Managed Fund For A Reason
• QQQ: I Have Been Waiting For A Drop Like This
• Ellington Credit: A New Entrant To The CLO Sector
• VIOO ETF: Decent But Better Small-Cap Options Elsewhere
• EWO: Cheap Valuations And Better Growth Prospects Ahead
• KBWD: Poor Dividend History And Declining NAV
• KIO: Solid Results And Distribution But Still Cautious
• PFFA: The Dividend Is In Double Digits Again, But Is It Safe?
• BKCL:CA: Leveraging Canada's Big 6 In A Possibly Imminent Recession
• GOVT: Put Defense On The Field, Tariffs Are Only A Piece Of The Puzzle
• SPHY: Credit Turmoil Rattles Junk Bonds, Caution Still Warranted
• EZA: Great Dividends But Low Growth
• NMS: Nuveen's Minnesota Municipal Bond CEF Rates A Sell, Here's An Alternative
• When They Go Low, We (Dividend Investors) Go High
• Artisan Developing World Fund Q1 2025 Commentary
• CIBR Could Be A Silver Lining Of The Tech Sector
• CEF Insights: Navigating Senior Loans For Income
• XDTE: Weathering The Storm With 0DTE Strategies
• IGLB: An Investment Grade Portfolio Hedge
• Expectations And Anomalies
• YBIT: Get Expectations Right And Buy
• VYM: High Yield Still Yields Less Than Treasuries
• PDI: A Golden Buying Opportunity
• AOD: High Yield, Trading At Steep Discount, Buy For Gains
• AVSU: Solid Value-Leaning ETF For ESG Conscious Investors
• KRE: Unclear Policies Clearly Spell Trouble For Banks
• DEM: High-Dividend Emerging Market Stocks Now Under 8x Earnings
• Despite Being Bullish On Tesla, I Think TSLY Is A Yield Trap
• JFR: Tactical Buy After The Storm (Rating Upgrade)
• YMAX: I'll Take One Of Everything
• SPLG: Better Than SPY And VOO
• SMH Vs. QQQM: Time For A More Concentrated Tech Bet With SMH
• NML: A Solid Energy Infrastructure CEF But Not The Most Tax Efficient Structure
• AIPI: A Well-Constructed Fund With Some Elevated Risk
• Brad Simpson: What Investors Should Consider In This 'Event-Driven' Market
• Our Portfolio Managers Weigh Impact Of Trump's Tariffs
• Mar Vista Global Quality Strategy Q1 2025 Commentary
• JGRW: A New Growth ETF With Relative Low Volatility
• SPHY: Let's Not Forget That When Yields Go Up, So Do The Risks (For Real)
• ANGL: A Good Product, But Not The Right Time To Buy It
• BIZD: Would Go For A Constituent Part
• TBIL: T-Bills And Chill?
• Mar Vista U.S. Quality Premier Strategy Q1 2025 Commentary
• GDX: Expect The Outperformance To Continue
• NULG: Riskier Than Other ESG ETFs
• Mar Vista U.S. Quality Q1 2025 Commentary
• IJR: Best Small-Cap ETF For Tariff Era Still Not One I'll Chase
• Where To Hide While The Shrapnel Flies?
• MSTX: The Case Study For Bad Leveraged ETFs
• TAIL Risk Is Unfolding As We Speak
• EOI: Finding Dividend Reinvestment For A Bear Market
• XLC: The Valuation And Technicals Lining Up After The 20% Plunge (Rating Upgrade)
• BTCI: Recent Sell-Off Should Concern Traders And Investors In This Fund
• VYM: Chaos Highlights Why Dividends Provide Stability
• IBUY: Retail Plays Face Tariffs And Worsening Consumer Sentiment
• BTCI: An Options-Based Strategy For Generating Cash Flow On Bitcoin
• Indian Financial Markets - An Inflection Point In Their Global Role?
• SABA: Why This High-Yield Fund Is A Buy Amid Market Chaos
• Commodities' Powerful Start Amid Global Shifts
• PDO: Questionable Distribution Sustainability
• TLT: An Unique Asymmetrical Opportunity
• VGT: Great Opportunity To Buy The Tech Giants
• The Recent Pullback Gives A Nice Entry Point For Investors In UTES
• Terrible Twos
• Resilience Amid Rising Volatility: The S&P 500 Low Volatility Index
• URNM: Uranium Equities Extremely Out Of Favor, Provides A Buying Opportunity
• AVSC: Avantis Investors' Small Cap ETF Is Solid But Too Diversified
• QQQM: This Is Where You Make A Stand (Rating Upgrade)
• TEC:CA: Trump Tariffs Just A Blip For The Long-Term Investor
• Reducing Risk As Uncertainty Bites
• In Uncertain Times, This Is What I Am Doing With Stocks I Own: Comcast, Disney, And Alphabet
• Emerging Markets: Policy Uncertainty Tempers A Strong Start To 2025
• 2 Volatile Closed-End Funds To Consider Amid Market Panic
• PTY Vs. PDI: This Is The Wrong Time For PDI
• VOO: Nowhere To Run, Nowhere To Hide, Just Buy
• UGL: Hit By The Safe-Haven Sell-Off, Probably Forced Selling Activity
• FNDF: A Smart-Beta Winner In International Developed Markets
• Utilities Sector Update - Competitive Growth Along With Above-Average Price Stability And Attractive Dividend Yields
• SMH: The Time To Buy Is When Sentiments Are Most Bearish
• SOXL: We Might Be Close To A Bottom Here
• Capital Protection To Avoid Forced Liquidations
• FNDF: Decent Foreign Value ETF, But Not The Best
• VYM Continues To Mitigate Risk And Generate Large Dividends
• Navigating Developed Markets: The S&P World Index Explained
• SDY: Aristocrats Can Beat In Uncertainty
• Market Leaders With Strong Domestic Revenue: Introducing The S&P 500 U.S. Revenue Market Leaders 50 Index
• BIL ETF: Safeguard Your Assets From Extreme Volatility
• Bottom-Up Dynamic Currency Hedging Amid Uncertain U.S. Policies
• ERH: High Volatility And Fees But Large Discount To NAV
• Asset Bubble Bug Finds Another Windshield
• JBBB: In-Depth Look At Performance And Thoughts For 2025
• Is The EU Financial Market On The Brink Of Change?
• KSA: Government Investments Might Boost Return But At Far Too High Risks
• TBT: Too Late To Sell? Is TLT The Correct Choice?
• IXC: Stable Income Option With Lackluster Growth
• Coping With Market Downturns
• IAI: Would Have Liked More Equity Brokerage Exposure
• VYM: Not The Time For Retirees To Own Primarily Dividend Equities
• IVOO ETF: A Solid Way To Get S&P Mid-Cap Exposure
• Country ETFs Since 'Liberation Day'
• NIXT: Betting On Index Deletions Won't Make You Rich
• BTO For Income And Growth
• Alerian MLP Is A Great Option For A Lazy Investor (Rating Upgrade)
• The Ideal Anti-Tariff Investment: TJX Companies
• Nasdaq Reports March 2025 Volumes and 1Q25 Statistics
• VYM Vs. VIG: Tariff Turmoil Made Me Like VIG Even Better
• If I Could Only Buy 3 CEFs During This Crash
• Global Convertibles For A Deck Filled With Wildcards
• Uncapped Upside While Hedging Equity Exposure
• SPY: Everyone Has A Plan Until They Get Punched In The Mouth
• CIHEX: The Power Of Asymmetry
• ADPV: Great In Bull Markets, Dead Weight In Choppy Waters
• Is Value Investing Making A Comeback?
• Views From The Ground: Why Brazil And Why BRAZ? 2025
• Tariffs And Trade Wars: What Do They Mean For Investors?
• NAZ: Nuveen's Arizona Municipal Bond CEF Rates A Sell
• TMF: No Silver Lining
• DVYE: High Dividend Yield Meets Low Business Quality
• SVOL: A 20%+ Yield From Volatility Reversion? Yes, Please
• SPYG: Fear Presents A Great Buying Opportunity
• AGD: Global Exposure Without Leverage
• How I Am Playing The 'Trumpcession': Tech Funds (Like XLK), Stock Picking And Bitcoin
• TLH And PGX: A Mean Reversion At Its Best
• VBR: The Selling Is Overdone, A Compelling Valuation After A 23% Decline
• The Gift Of Market Declines: They're Required To Make You Rich
• Why Trump Is Making Dividend Investing Great Again
• FBY: A Bear Market Casualty
• SVOL: Spiking 'VVIX' Points To Extreme Stock Market Uncertainty With Highest Risk Since 2020
• AGG: De-Risking With Investment Grade Bonds
• Eagle Point Credit: Why I'm Buying The Notes And Preferreds But Avoiding The Common Stock
• TIP: Tips In The Portfolio? Makes Sense, But Watch Out For The Long End
• SPXS: Time To Trim Downside Hedges (Rating Downgrade)
• VONV: A Value ETF With A Small-Cap Twist
• Opportunities In Canadian Stocks As Global Markets Face Uncertainty
• Finding Certainty In A Sea Of Uncertainty
• IWMI: Could Be A Solid Option ETF Once The Dust Settles
• JNK: High-Yield Bonds Are About To Become Junk Again (Strong Sell Rating)
• Trailblazing Through Tariff Turmoil
• FLOT: Floating Through Volatile Markets
• CHI: Nearly 12% Yield, Convertibles Fund, Getting Close To A Buy Point
• QQQ: Look Past The Tariff Damage As Investors Aren't Foolish
• NDMO: As Markets Scale Back Risk, Munis Could Be Next (Rating Downgrade)
• Small-Cap Stocks Are A Buy
• The Storm Before The Calm
• SCHD: A Strong Buy After The Rebalancing
• ETCG Remains A Crypto 'Value Trap'
• PBDC: The Recent Downturn Confirms The Inherent Flaws
• GOOY: On The Fence
• FNGA: Getting More Out Of Your FANG+ Exposure
• Portfolio Rebalancing: Free Lunch Or Empty Calories?
• Navigating The Tariff Fallout: Asset Allocation In A Trade War
• GINN: Why I'm Not Buying
• CII: Looking Like A Tempting Opportunity
• JGRW: A Growth-Tilted Quality ETF That's Missing The Growth
• CEF Weekly Review: Share Repurchase Programs Are Good (If Acted On)
• SCHD: Buy The Dip And Call It A Day
• VanEck Bitcoin ETF: Here's Why It's Better Than IBIT, But Still A Hold
• Nest Egg Portfolio Update: Remain Steadfast
• SPY: Potential Valuation And Technical Support Levels
• VLU: A Smarter Value Approach To Long-Term Returns
• ETG: Effective Strategy That Delivers Capital Appreciation And A High Dividend Income
• Enbridge: Get In Now To Enjoy A Multi-Year Bull Run
• ECH: Hopes On November Elections Might Lead To High Gains At High Risk
• EPOL: Where To Buy Poland Amid The Tariff Volatility
• Multi-Asset Income In A New Regime
• BST: A Technology CEF Under Pressure, A Long Way To Go
• Navigating The Global Index Landscape Amid Tariff Volatility
• Monthly Newsletter - March 2025
• ETHE: Is Ethereum Sending A Signal?
• EOS: Price Drop Creates An Attractive Opportunity For Accumulation
• Buy Gold, Emerging Markets, Value, And High Yields Now. The 'Mag 7', S&P 500 And QQQ Have Broken.
• ASA: Gold Could Be Good Right Now, And This Fund Is A Nice Way To Get It
• The Importance Of An Investment Process When Markets Turn Volatile
• TLT: Two Positives From The Tariffs
• FDLO: A Resilient ETF For A Turbulent Market
• How Investors Should Approach Sweeping U.S. Tariffs, Global Fallout
• SMH: Falling Like Rain, But It's Time To Embrace The Pain
• BIL: One Of The Few Remaining Solutions After The Tariff Alarm
• VLUE ETF: Look Elsewhere For Value Factored Equity Exposure
• AMZY: Very High Yield On Amazon Stock, 52-Week Low
• April 2025 Outlook: Calamos International Small Cap Growth Fund
• DRIV: EVs Hit A Tariff Speed Bump In 2025 But Still Speeding Along
• Put Spread Selling Overlays In Large-Cap Equity Portfolios
• April 2025 Outlook: Calamos Global Opportunities Fund
• PAAA: Protecting Your Capital From Continued Declines
• April 2025 Outlook: Calamos Evolving World Growth Fund
• How Will New Tariffs Impact Your Investment Portfolio In 2025?
• XLB: Materials Are Outperforming, But There Are Better Defensive Plays
• April 2025 Outlook: Calamos Global Equity Fund
• MGK: An Efficient Way To Capitalize On The Future Growth Of AI
• SOXX ETF: An Attractive Entry Point To The Mainstream Adoption Of AI
• 2 ETFs Cheaper Than The Ones You May Already Own
• CMNIX: An Opportunity For Ballast In Turbulent Markets
• RWL: A Revenue-Weighted Fund With Attractive Valuations And A Strong Track Record
• EWW: A Surprise Liberation Day Winner, Constructive Valuation And Technicals
• XLV: My Method For Navigating These Pullbacks
• VLU: There Are Better Options To Find S&P 1500 Exposure
• ECH: Well Positioned For 2026 And Beyond
• CHAT: Tariffs Tackle Tech Stocks, Depressed Valuation, Upgrading To Hold
• ENOR: Trending Well, With Favorable Prospects
• PTA: Suffering From Rising Rates, But A Decent Preferred Fund
• It's April: Time To Talk Taxes
• Equity Outlook: Finding Silver Linings In Very Cloudy Markets
• Bad Stock Picking Exacerbates Hartford Schroders US MidCap Opportunities Fund's High Fees
• AGQ: Time To Punish Silver's Mr. Slammy
• Update On Oil Services And The OIH ETF Product (Rating Upgrade)
• DXUV: Questionable Quality For Dimensional's Value-Leaning Broad Market ETF
• S&P 500 Posts Worst Quarterly Performance Since 2022. The U.S. Dollar Falls 5%.
• GDXU Has Magnified The Gold Rally: The Short-Term Product Requires Planning And Discipline
• IOPP: Is This Actively Managed ETF Better Than INDA?
• 2 Attractive Infrastructure-Focused CEFs For Monthly Payouts
• IQQQ: Competitive Income ETF But Not Time-Tested
• Calamos Investment Team Outlooks, April 2025
• ETF Comparison: IWX Or VLU For Long-Term Buy?
• The Hidden Risks Of Laddered Buffered ETFs And Structured Notes
• SIL: Utility-Scale Solar Adoption May Help This Silver ETF
• SPY: That Was Much Worse Than I Expected (Rating Downgrade)
• YMAG: The Mag 7, But With 70% More Yield
• XLK: How Tariffs May Impact Apple, Nvidia, Microsoft, Big Tech (Sell Rating)
• DINT ETF: Outperforming International Equity ETF Is Worth A Look
• NMT: A Municipal Bond CEF For Massachusetts Taxpayers
• Convertible Arbitrage: Passive Replication Without The 2 & 20
• Invest $1 Million For Financial Freedom With 4 Buy-And-Hold 'Forever' Funds
• The YieldMax TSLA Option Income Strategy ETF: Recent Sell-Off Shows Limits To The Fund's Structure
• Eagle Point Income Company: Assessing Yield Sustainability
• Making America's Chip Fabs Great Again
• CLIP: Cash Will Continue Outperforming
• KIE: A Stealthy Financials Sector Stalwart, More Gains Likely
• ETO: Outperforming The Market And Good Peer Comps
• PDX: Consistent Performance Hasn't Been Recognized By The Market Yet
• QTUM: Fairly Valued Tech Fund With Quantum Flavor
• VUN:CA ETF: A True Total U.S. Equity ETF For Canadians
• BOND: Questionable Exposure Outlook, Yet Probably A Hold Opportunity
• PPLT: Gold Has Been On Fire This Year, Platinum Might Be Next
• WGMI: Mining Economics Continue To Face Challenges
• RIV: Massive, Fully Covered Distribution At A Discount
• Oy Vey, My Worst Quarter In Years
• UTG Vs. UTF: Play Defense With UTF As Yield Curve Has Inverted
• DPG Vs. DNP: A Swap Could Make Sense
• Are Value Stocks (Like Green Bananas) Ripening?
• GLTR: Too Many Eggs In This Basket Of Precious Metals
• LVHI: Global Exposure That Delivers Less Volatility
• Private Equity In Perspective: Navigating Extremes And Unlocking Long-Term Value
• SCHD: Great Dividend Growth, Excellent For Tough Times
• Why HealthTech? Why HEAL?
• The Great Transformation: Riding The Wave Of Change
• Private Equity And Private Debt: 2 Sides Of The Same Coin
• GSLC: A Different Way To Get S&P 500 Exposure
• URA: Unique Risks Manifested, Moving To NUKZ (Rating Downgrade)
• HODL: Growing Faster Than Spot ETF Peers
• QTUM: The Fund Has Insidiously Changed (Rating Downgrade)
• FNDB: Strong Fundamentals And Lower Concentration Risk
• CCIA: Correctly Valued Again (Rating Upgrade)
• Macro Madness
• CEF Insights: AI, Energy And Impact On Infrastructure Investing
• U.S. Homeland Securities - Selecting Firms With U.S.-Centric Revenue
• DIVO: Minimize Downside Risk With This Defensive Dividend ETF
• There's Always A Bull Market Somewhere: U.S. ETF Launches Notch A Record
• CLOZ: Better Income Than A Money Market Account And Less Volatile Than Stocks
• March AAII Asset Allocation Survey: Stock Allocations Fall
• SOXS: Making Money By Shorting Bad Products
• The Rhythm Of Style: Value Vs. Growth In Developed International Markets - Part 1
• Debunking Preferred-Stock ETF Holdings Part 8: PFFD's Portfolio Breakdown
• GDV: Preferred Spin-Off And Distribution Bump
• IJS: A Small-Cap Value Fund With Attractive Valuation But Underperfoming Peers
• Betting On A Trump's Recession Before April 2nd: Let's Talk BND
• JEPI: Tariffs, Recession? Buckle Up With This ETF
• VIOG ETF: Look Elsewhere To Get Small-Cap Equity Exposure
• UVIX: Wait For Opportunity To Short
• JEPQ Vs. QQQI: Which 11%+ Yielding Fund Is The Better Buy?
• UDOW And Leveraged ETFs Drift Update
• Managing Stock Market Return Expectations By Monitoring Return Distributions
• Play Defense With These Two ETFs During This Market Rollercoaster
• JEPQ: This Is What The Fund Was Built For
• IBIT: Buy The Bitcoin Dip - It Begins And Ends With Strategy
• EUFN: Room For Further Valuation Re-Rating
• GLO: Not Impressed With This Global Fund
• HIGH: Elevated By Nomenclature Only, Returns Are Low (Rating Downgrade)
• GDXJ: The Bull Cycle Is Here
• Enbridge: 6% Yield Plus Growth
• SPEU:  A Solid Choice For Exposure To The Hot European Market
• EIS: Israel Caught Up In The Tech Selloff, Where To Be A Buyer
• Buy JEPQ Over QQQ For Today's Market
• SCHD's 2025 Reconstitution: Dividend Growth Holds Strong Amid Economic Shifts
• SPLG: S&P 500 Dashboard For April
• BHK: Understand What You Are Holding, A Leveraged Play On Rates
• JEPQ: Buy The 11% Yield As QQQ Implied Volatility Nears 52-Week Peak
• Debunking Preferred Stock ETF Holdings Part 7: PFFV's Portfolio Breakdown
• Debunking Preferred Stock ETFs Part 6 - PFLD's Portfolio Breakdown
• NFLY: For When Netflix Stock Finds A Bottom
• VFLO: Q1 2025 Rebalance Swaps 13 Stocks, Preserves Strong Quality And Value
• XRE ETF: CAD Holds As Concerns Around U.S. Exceptionalism Rise
• ARKQ Is What Mag 7 Was Meant To Be
• Triple-Factor Closed-End Fund Report, March 2025
• PGIM Jennison Global Opportunities Fund Q4 2024 Commentary
• PGIM Jennison Emerging Markets Equity Opportunities Fund Q4 2024 Commentary
• ZEB:CA: Canada's Big Six Banks Should Weather An Economic Recession Fairly Well
• PGIM Quant Solutions Small-Cap Value Fund Q4 2024 Review / Commentary
• PGIM Quant Solutions Mid-Cap Value Fund Q4 2024 Commentary
• PGIM Quant Solutions Large-Cap Core Fund Q4 2024 Commentary
• USPX: In A Close Race With IVV, A Hold
• PGIM Jennison Value Fund Q4 2024 Commentary
• PGIM Jennison Global Equity Income Fund Q4 2024 Commentary
• PGIM Jennison Rising Dividend Fund Q4 2024 Commentary
• MSTY: Misplaced Product Only For 'Have To Do Bitcoin With Reduced Volatility'
• SPY Vs TLT: Trump Put Likely To Mitigate Stagflation Risks
• BNDW: Why Fixed Income Should Outperform Equities
• PGIM Jennison Growth Fund Q4 2024 Commentary
• LQD: A Bad Time For Investing In Corporate Bonds
• PGIM Jennison Focused Growth Fund Q4 2024 Commentary
• John Hancock U.S. Growth Fund Q4 2024 Commentary
• John Hancock U.S. Global Leaders Growth Fund Q4 2024 Commentary
• John Hancock Seaport Long/Short Fund Q4 2024 Commentary
• John Hancock Preferred Income ETF Q4 2024 Commentary
• John Hancock Mortgage-Backed Securities ETF Q4 2024 Commentary
• John Hancock International Growth Fund Q4 2024 Commentary
• JEPI Is My Pick For Next Quarter, Beating Out SPYI
• IYR: A Mix Of Strong REITs, But At A Price
• Buy JEPQ For Its Massive Yield And Protection During Uncertain Times
• Increase In Bearish News Is Long-Term Bullish
• ACP: Turning Point Could Be Approaching But I'm Still Cautious (Rating Upgrade)
• The MaM Portfolio: 2025 Q1 Update
• NMZ: Still Not A Buy As We Move Deeper Into 2025
• Palantir's Efficiency Edge, But Invest Through SHLD For Valuation Advantage
• CWB: Bond Index ETF With A Taste Of Equities
• IYW: What If I Told You We Might Be At The Bottom?
• ASG: Price Drop Provides An Opportunity To Accumulate (Rating Upgrade)
• WOOD: Timber Stocks Outperforming Amid Louder Tariff Talk
• John Hancock Income Fund Q4 2024 Commentary
• John Hancock Freedom 529 Equity Portfolio Q4 2024 Commentary
• 3 Reasons ANGL Is Better Than Most High-Yield ETFs
• John Hancock Freedom 529 College Portfolio Q4 2024 Commentary
• John Hancock Freedom 529 Plan - Portfolio 2041-2044 Fund Q4 2024 Commentary
• John Hancock Freedom 529 Portfolio 2037-2040 Q4 2024 Commentary
• John Hancock Freedom 529 Portfolio 2033-2036 Q4 2024 Commentary
• VGG:CA And VIG: Opportune Wealth-Compounding Vehicles For Uncertain Times
• SDVY: A Strong Choice For Dividend Income And Capital Appreciation
• ILCV: Not Among The Top Performers Among Value Funds
• EVV: This Bond Fund Has More Risks Than One Might Think
• RMT: 9% Yield, 11% Discount On Micro Caps
• FUTY: Utilities Expected To Beat Market Trends, Robust Growth Is The Biggest Catalyst
• John Hancock Freedom 529 Portfolio 2029-2032 Q4 2024  Commentary
• John Hancock Freedom 529 Portfolio 2025-28 Q4 2024 Commentary
• John Hancock Corporate Bond ETF Q4 2024 Commentary
• The India Fund, Inc. Q4 2024 Commentary
• abrdn World Healthcare Fund Q4 2024 Commentary
• abrdn Ultra Short Municipal Income Fund Q4 2024 Commentary
• abrdn U.S. Small Cap Equity Fund Q4 2024 Commentary
• abrdn Total Dynamic Dividend Fund Q4 2024 Commentary
• abrdn Short Duration High Yield Municipal Fund Q4 2024 Commentary
• abrdn National Municipal Income Fund Q4 2024 Commentary
• abrdn Life Sciences Investors Q4 2024 Commentary
• abrdn International Small Cap Fund Q4 2024 Commentary
• abrdn High Income Opportunities Fund Q4 2024 Commentary
• abrdn Healthcare Opportunities Fund Q4 2024 Commentary
• abrdn Healthcare Investors Q4 2024 Commentary
• BKLN: The Case For Leveraged Loans Today
• BLV: Needs A Recession To Outperform (Rating Downgrade)
• SPEU: European Stock Remain Cheap Relative To The S&P 500
• 2 Closed-End Funds Focused On Beaten Down REIT Investments
• SCHD: It Is No Longer Just About Income And Growth, But Also About Alpha
• RDVI: Option ETF That Delivers Price Stability
• SPMO: A Major March Rebalancing (Rating Downgrade)
• BITX: 2x Bitcoin Strategy ETF, Lagging Upside Returns Could Spell Disaster On Downside
• Growth Prospects And Valuation Justify Attractive Upside For Enbridge
• SCHO: A Decent ETF To Wait Out The New Wave Of Tariffs
• Looking For Market Opportunities Amid Tariff Tensions
• SCHD: Data Center Oversupply Risk Joins Geopolitical And Monetary Uncertainty
• Four High-Yield Muni ETFs, For Investors In Taxable Accounts
• EPP: Searching For Yield And Stability
• VXX: Good Tool To Hedge Growth Portfolio
• AAL: Stay Away; Growth Slowed, Guidance Lower, Peers Better
• CEF Weekly Review: Fixed Distribution Policies Can Get Unfixed
• GOVT: Inflation Indeed Here To Stay And Risks Anchoring Higher
• ONEY: A Smart Beta Strategy With No Clear Advantages
• IJJ ETF: A Solid Way To Play Mid-Caps
• BINC: Simple Diversified Bond ETF, Attractive Dividend Yield, Good Performance And Low Volatility
• INDE: Not Worth The Hassle, Stick To The Tried And Tested
• Trade Turbulence And The Tariff-ic Mess For Investors
• How Agentic AI Could Catalyze Cloud Computing
• FCTE: Muted Performance After Energetic Start, Still Worth Watching, A Hold
• CONY: Covered Call ETFs Don't Avoid Big Losses, Only Small Ones (Downgrade)
• QQQX: Attractive Discount On Top Of Latest Market Pullback
• Debunking Preferred Stock ETF Holdings Part 5: PGF's Portfolio Breakdown
• Income-Covered Closed-End Fund Report, March 2025
• Passive Wins Again - But The Smartest Passive Strategy May Be Quality Value
• TBLD: Profit From The Market's Shift Towards Europe With This CEF
• CGCP: Active Bond ETF With Fair Fees And Average Track Record
• PIMCO CEF Update: Tight Spreads Drive A Derisking Across Taxable Funds
• abrdn Global Premier Properties Fund Q4 2024 Commentary
• abrdn Global Infrastructure Income Fund Q4 2024 Commentary
• abrdn Global Infrastructure Fund Q4 2024 Commentary
• Debunking Preferred Stock ETF Holdings Part 4: PSK's Holdings
• VHT: Strong Growth Outlook, But Still Overpriced
• abrdn Global Dynamic Dividend Fund Q4 2024 Commentary
• abrdn Focused U.S. Small Cap Active ETF Q4 2024 Commentary
• NFLY: YieldMax Does It Again
• FLC: A CEF That Actually Outperforms PFF Is Now Trading At A Discount
• abrdn Emerging Markets Fund Q4 2024 Commentary
• abrdn Emerging Markets Equity Income Fund Q4 2024 Commentary
• SPYI Has Become Timely As Yield Curve Inverted
• abrdn Emerging Markets Dividend Active ETF Q4 2024 Commentary
• KBWB Vs. IYF: Diversification Is Likely To Work In Challenging Conditions
• Time To Ditch The 60/40 Rule
• Europe's Defense Plan And The Critical Metals Supply Chain: Why The Right Data Is Key To Securing The Future
• FLXR: A Core Bond Holding For Buy-And-Hold ETF Investors
• VFMO: Sticking With The Vanguard Momentum Strategy Amid Sector Rotation
• ILF: Low Valuations, But Too Much Risk At A Rather Pessimistic Outlook
• URNJ: Now Is Not The Right Time
• 11 Simple 'Set And Forget' Portfolios For Stress-Free Investing
• abrdn China Equity Fund Q4 2024 Commentary
• abrdn Australia Equity Fund Commentary For The Quarter Ended January 31, 2025
• abrdn Asia-Pacific Income Fund Commentary For The Quarter Ended January 31, 2025
• Volatility Brings Changes To Market Leadership
• Debunking Preferred-Stock ETFs Part 3: SPFF's Portfolio Breakdown
• This Isn't 2022 - It's Not Time For TBX (Rating Downgrade)
• INDA: Compelling Entry Point After The Indian Downturn
• VFMV: An ETF For Recessionary Environments
• RDVY: Strategy Has Proven To Be Resilient
• Columbia Tax-Exempt Fund Q4 2024 Commentary
• Columbia Strategic Municipal Income Fund Q4 2024 Commentary
• Columbia Strategic Income Fund Q4 2024 Commentary
• VIGI: Major 2025 Outperformance Should Continue
• Columbia Small Cap Growth Fund Q4 2024 Commentary
• Columbia Short Duration Municipal Bond Fund Q4 2024 Commentary
• VIG: Index Rebalance Adds Eli Lilly To Bolster Dividend Growth In 2025
• EWJ: Mixed Conditions Make This A Trading Play
• RSPA: New Option Income ETF With Low Fees
• Buying The Crypto Dip With The Leveraged CONL ETF Product
• SCHD's Big Changes Impact The Dividend And Your Exposure
• Why CLO Equity Could Be In For More Pain Ahead (And How To Navigate It)
• BTC ETF: Lower Cost Means Closer To Real Bitcoin
• TAN: Solar Stocks Sagging In 2025, Still A Value, Monitoring Technicals
• BHK: Could Be Okay In A Recession, But Destructive Distributions Are A Problem
• Columbia Seligman Global Technology Fund Q4 2024 Commentary
• Columbia Select Mid Cap Growth Fund Q4 2024 Commentary
• Rediscovering The South African Equity Market
• Columbia Select Large Cap Growth Fund Q4 2024 Commentary
• BBLU: Blue Chip Allocation Has Been Rewarding For This Fund
• Columbia Limited Duration Credit Fund Q4 2024 Commentary
• FLRG: A Defensive Bet With Mixed Results
• Columbia Intermediate Duration Municipal Bond Fund Q4 2024 Commentary
• YEAR: Short Dated Fund Set To Deliver
• UTG: Timely Value Play At An Attractive Yield Of 7%
• ALLW: Expensive For An Old Hat Strategy
• Columbia Income Opportunities Fund Q4 2024 Commentary
• Columbia Income Builder Fund Q4 2024 Commentary
• Columbia High Yield Municipal Fund Q4 2024 Commentary
• IAT: Tight Credit Spreads Near Decade-Low In Late Cycle Signal Caution (Rating Downgrade)
• Columbia High Yield Bond Fund Q4 2024 Commentary
• Columbia Greater China Fund Q4 2024 Commentary
• Columbia Floating Rate Fund Q4 2024 Commentary
• Columbia Emerging Markets Fund Q4 2024 Commentary
• Moat Index Adds Tech As Volatility Reveals Value
• An Index Approach To Fossil Fuel Reserves Divestment: Spotlight On The New S&P/TSX Composite Fossil Fuel Reserves Free Index
• BTAL: Can Generate Positive Returns Even In A Recession
• The S&P 500 Futures Quanto USD-BRL Currency Adjusted Index: Measuring Currency Exchange Risk And Interest Rates In Brazil
• VYMI: A Fund That Carries More Risk In The Current Market Environment
• TUA: Reiterate Buy On Slowing Economy
• FLQM ETF: There Are Better Ways To Play U.S. Mid-Caps
• MCHI: If This Is A 'Mean Reversion', I'm Choosing Chinese Equities
• FRDM: Investing In The Free World (No BRICS, Please)
• More Tariffs Are Coming: 3 Ways To Hedge A Portfolio
• ADX: Tech Tilt Exposure With Telling Income And Limited Price Volatility
• Why Is International Investing Working Again?
• JCPB: ETF Focused On Investment Grade Debt
• NMAI: Attractive Strategy, But Failing To Cover Its Whopping Distributions
• FLGR: Macros Are On The Up, But Wait For A Retracement
• The Evolution Of Private Markets In Modern Portfolios
• JPIE: Short Duration, 6% Yield, Low Risk--Meet Your New Favorite Bond ETF
• Say No To Fixed-Rate Preferred Stocks With VRP
• JMST: Ultra-Short Muni Bond ETF, Tax-Advantaged 3.2% Yield
• Columbia Corporate Income Fund Q4 2024 Commentary
• Columbia Balanced Fund Q4 2024 Commentary
• Columbia Acorn Fund Q4 2024 Commentary
• JPC: Nimble Allocation Adjustments But Risks Are Evident
• FYC: High Fee, High Risk, Little Reward From Growthier SMID Stocks
• PHK: Despite NAV Improvement, A Dividend Cut Is Likely (Rating Downgrade)
• Allspring Global Long/Short Equity Fund Q4 2024 Commentary
• Allspring Diversified Income Builder Fund Q4 2024 Commentary
• UTF: Recent Investment Announcements Into The U.S. Will Provide Tailwinds For Infrastructure
• Allspring Ultra Short-Term Municipal Income Fund Q4 2024 Commentary
• Allspring Strategic Municipal Bond Fund Q4 2024 Commentary
• Allspring Short-Term Municipal Bond Fund Q4 2024 Commentary
• PMF: I'm Not Seeing A Reason To Upgrade In 2025
• Allspring Short-Term High Income Fund Q4 2024 Commentary
• BSTZ: Double-Digit Dividend Accompanied By Potential To Benefit From Growth Of AI
• Allspring Municipal Bond Fund Q4 2024 Commentary
• VCE:CA: Strong Large-Cap Exposure, But Not As Diversified
• Allspring Intermediate Tax/AMT-Free Fund Q4 2024 Commentary
• Allspring Income Plus Fund Q4 2024 Commentary
• Allspring High Yield Municipal Bond Fund Q4 2024 Commentary
• UMI: This Overlooked Energy ETF Is Quietly Crushing The Market
• Allspring High Yield Bond Fund Q4 2024 Commentary
• Eagle Point Income: CLO Funds Are Still On The Menu
• PMMF: New Prime Money Market ETF From iShares
• RSHO: Trump, Tariffs, And A Manufacturing Revival
• A World Under Construction
• KVLE: Bridging The Value Vs. Growth Divide In A Shifting Market
• BRZU: Waiting For Clearer Trends Before Betting On It
• PUTW Offers Better Resilience And Higher Income Amidst Market Uncertainty
• COWZ: Q1 2025 Index Shakeup Was The Biggest On Record
• PFXF: Under The Radar Beneficiary Of U.S. Cost Cutting
• Did You Forget To Allocate?
• INCM: Decent Income ETF, But Not The Most Compelling
• GDX Vs. IAU: Why I Prefer IAU For Our Gold Exposure
• Turbocharging The Stock Market Dip With The QLD Leveraged Tech ETF Product
• Model Asset Allocation Update (March 2025)
• QQQ: Tariff Tensions Could Drag Nasdaq Tech Stocks Into Bear Territory
• Allspring California Tax-Free Fund Q4 2024 Commentary
• Allspring Adjustable Rate Government Fund Q4 2024 Commentary
• Allspring Utility And Telecommunications Fund Q4 2024 Commentary
• Allspring Small Company Value Fund Q4 2024 Commentary
• CONY: Yield Is High But Risk Is Higher
• CONY: Recent Performance Highlights Flaws In The Fund's Construction
• Allspring Small Company Growth Fund Q4 2024 Commentary
• ISD: 3 Reasons To Be Cautious Despite Strong Historical Performance
• VOOG Is Likely To End 2025 Significantly Higher, Buy The Dip
• Source Capital, Inc. Year-End 2024 Commentary
• FLBR: What Happened In Turkey Could Happen Again In Brazil
• FEPI: This ~30% Yield Is Less Risky Than You Might Think
• BSTZ: I'm Buying This CEF At -8.13% Discount To NAV And Double-Digit Yield
• FPA Flexible Fixed Income Fund Q4 2024 Commentary
• ROBO: Missing The Mark In These 3 Areas
• FPA Queens Road Value Fund Q4 2024 Commentary
• American Century One Choice Target Date Portfolios Q4 2024  Commentary
• Australia As An Investing Opportunity: Stocks, Bonds And Real Estate
• Crystal Ball Investing
• QLC: A Multi-Factor Fund With Reasonable Valuation And Returns Outpacing The Broader Equity Market
• Artisan Focus Fund Q4 2024 Commentary
• USOI: Fundamentals Pointing Down
• DGRO: Growth Is A Synonym For Overvaluation In Today's Markets
• CONY: High Yield, But Proceed With Caution
• U.S. Equities: Perspectives On Recent Volatility
• SDIV: High Dividend Yield, Low Total Return
• FEPI: Mag7 Exposure With A 30% Yield
• Asia High Yield: Issuance Slump In 2024 Creates Appreciation Potential
• DLN: Sudden Dividend Alpha Amid Volatile Markets
• ITB: Buy The Dip As The Housing Market Is On Verge Of Recovery
• Ellington Credit Is In Transition, And I'm Betting It Pays Off
• The iShares S&P Total Stock Market ETF Vs. Vanguard's VTI: Virtually Identical In Many Ways
• XME: 'Critical Minerals' Have Found A New Importance In 2025
• PREF: Preferred ETF With Low Volatility, Average Return And A Lot Of Banks
• CSQ: A Good Alternative To An S&P 500 Index Fund For Income-Seekers
• Time To Update My Top Choices For Growth Exposure For Changing Agentic AI
• Bright Spots In Global Stocks
• IHAK: Global Cybersecurity Stocks Sport Alpha In 2025, Expecting Upside
• JMOM: A Tactical Momentum Play For Sustained Bull Markets
• DLN: An Affordable Dividend-Focused ETF
• Highly Rated Low Volatility Stocks And ETFs For Today's Market
• I Bought More SCHD To Hedge My VTI Holding As Yield Curve Inverted
• Ariel International Fund And Ariel Global Fund Q4 2024 Commentary
• Ariel Focus Fund Q4 2024 Commentary
• BITO: The Wrong Fund At The Wrong Time
• Ariel Fund And Ariel Appreciation Fund Q4 2024 Commentary
• VVR: When Others Panic, We Buy, 12% Yield (Rating Upgrade)
• Ariel Emerging Markets Value And Emerging Markets Value Ex-China Q4 2024 Commentary
• I've Had The Only Recent QDTE Sell Rating And See No Reason To Change It
• Ariel International And Global Funds Q4 2024 Commentary
• Ariel International And Global Fudns Q4 2024 Commentary
• Ariel Focused Value Q4 2024 Commentary
• SCHD: Your Complete Guide To The March 2025 Index Reconstitution
• Ariel Investments Traditional Value Suite Q4 2024 Commentary
• FPA Queens Road Small Cap Value Fund Q4 2024 Commentary
• FPA New Income Fund Q4 2024  Commentary
• DGRO: Good Alternative To SPY For Bad Times
• BCX: Examining Inflation Protection Benefits And Recession Risks
• VOOV: Value With A Big Tech Bias Might Work
• BTO: Strong NAV Growth Creates Strong Dividend Health (Rating Upgrade)
• ETHW: Locked And Loaded For Potential Ethereum ETF Staking
• FPA Crescent Fund Year-End 2024 Commentary
• Artisan Value Income Fund Q4 2024 Commentary
• GGUS Vs. IWF: Why Large Tech Allocation Matters Even Now, Go With IWF
• MLPA: My Top Pick Among MLP Funds, But The Energy Market Raises Concerns
• CGDV: Proven To Be More Effective Than Peers
• QDTE: Recent Performance Highlights The ETF's Effective Strategy (Rating Upgrade)
• GLDI: A Tricked Out, Lucrative Strategy For A Softening Gold Market
• 2 Defensive Closed-End Funds Delivering Monthly Distributions
• XSMO: A Momentum Fund Outperforming Small-Cap Benchmarks
• VRP: A Preferred ETF Looking Safer Than Its Peers
• CLOZ: A Good Pick For Higher-Risk CLO Exposure
• HDV: Defensive Dividend Stocks Paying Off, But Caution Now Warranted
• MEGI: Global Infrastructure Exposure With A Double-Digit Yield
• A Less Risky Strategy That Profits From Volatility In Bitcoin
• DMA: Reintroducing A Monthly Distribution Adds More Appeal
• TOPT: A Lesser-Known S&P Top 20 ETF With A Strong Upside Potential
• 5 Best CEFs This Month For Yields Up To 14%
• KNG: A Defensive Covered Call ETF To Navigate Market Uncertainty (Rating Upgrade)
• QDTE: Why The Roundhill Innovation-100 0DTE Covered Call Strategy Is A Decent Hold, For Now
• NFTY: India Enters The 'Panic Zone'
• QQC:CA: Definitely Worth Considering Even If You're U.S.-Domiciled
• HDV: Sector Concentration And Valuation Are A Concern
• Enbridge: I Prefer A Mix Of 7% Preferred Dividends And Common Shares
• JSI: Securitized Assets ETF From Janus Henderson
• XLU: Utilities Offer Defensive Potential Against Slowing Economy And Resurgent Inflation (Rating Upgrade)
• PIMCO March 2025 Update | PDI Gets Rich, PAXS/PFN/PHK Cheaper
• CEF Weekly Review: Fixed-Income CEF Coverage Rises Modestly
• BOTZ: Automation, Not Just AI -- And In This, Japan Remains A Leader
• XSD: Semiconductor ETF Is Bouncing Off Lows For The Third Time
• VUG: Mag 7 Now The Lag 7, Better Valuation, Weaker Chart
• HIO: Junk Bond Focus Better Than Floaters For Rate Cuts
• SCHJ: Yield Curve Down Despite Shooting Inflation Expectations
• March Semiconductor Industry News And Updates: AI Thrills And Geopolitical Spills
• Why I Really Like BRW But Still Selling
• BUZZ Investing: Fed's Glimmer Of Hope Amid Market Corrections
• European Banks: Hard Work Pays Off
• OEF: Best May Be Behind With Regime Change
• The Davenport FundAdvisor Q4 2024 Quarterly Update
• The Davenport Insider Buying Fund Q4 2024 Commentary
• The Davenport Balanced Income Fund Q4 2024 Commentary
• The Davenport Small Cap Focus Fund Q4 2024 Commentary
• Big Tech's Market Reset: Why This Pullback Is Different
• Weekend Reading: Options As Insurance, And Discussing Equal Weight Vs. Cap Weight
• GSUS: High Quality, Low Expense Ratio, But No Meaningful Edge Over IVV, A Hold
• SPXN: Why This Ex-Financials ETF Is Ineffective For Most Investors
• SMH: A Good Mix Of Semis To Benefit From AI Demand
• PPA: Strong Demand Fuels Aerospace And Defense Stocks
• NCV: High Yield And Fully Covered Distribution
• MDPL: No Reason To Pay Those Hefty Fees For Now
• Canacol Energy Ltd (CNNEF) Q4 2024 Earnings Call Transcript
• NVDY: Usually Not A Fan, But The Huge Distribution Yield Is Currently Tempting
• The Davenport Equity  Opportunities Fund Q4 2024 Commentary
• The Davenport Value & Income Fund Q4 2024 Commentary
• Price Tag Politics: Retailers Vs. Tariffs
• The Davenport Core Leaders Fund Q4 2024 Commentary
• JPI: Watch Out For The Merger, Unappealing In The Current Format
• Finding Opportunities In European Markets As U.S. Stocks Fade Under Trade Uncertainty
• The Davenport Funds Q4 2024 Fixed Income Market Update
• IHI Raw Analysis: No Active Return In Sight
• QDIV: Global X's Quality Dividend ETF Was Flawed From The Start
• The Davenport Funds 2024 Year-End Stock Market Update
• TimesSquare Global Small Cap Strategy Q4 2024 Commentary
• FPF: Improving Diversification, But Wait For A Better Entry Point
• Cautiously Bought TECL Leveraged ETF Shares On Nasdaq Selloff
• DBB: Not The Right ETF For This Market
• ESGU: Aligning ESG Values With Some Sacrifices
• JBBB: Economic Headwinds Mounting, Continue To Avoid
• Artisan International Small-Mid Fund Q4 2024 Commentary
• Uncertain Times: 2 ETFs Perfect For Income-Oriented Investors
• RFFC: Active ETF With Little To Show
• Artisan Select Equity Fund Q4 2024 Commentary
• Lazard Real Assets Portfolio Q4 2024 Commentary
• Lazard Enhanced Opportunities Portfolio Q4 2024 Commentary
• Is This Europe's Big Break?
• THNQ: There's A Better Way To Invest In AI
• SCHG Vs. VUG: Both Are An Equally Great Way To Capture The Tech Rebound
• Positioning For A Potential Russia-Ukraine War Ceasefire
• Lazard US Sustainable Equity Portfolio Q4 2024 Commentary
• ULTY: A Lot Of Complexity For A Return Lower Than A Government Bond
• Thinking About Market Timing?
• 4 Companies Supporting America's Electrification
• XYLD: The Risk Profile Of This Fund Has Changed Significantly In The Current Market
• XLG: The Top 50 Appears Attractive After Correction, Buy The Dip
• Lazard US Small Cap Equity Select Portfolio Q4 2024 Commentary
• ARKK's Best Setup In Years: A Case For Outperformance
• Emerging Market Equities: The Steep Cost Of Missing Out
• TCHP: Don't Bother With This Underperforming ETF That Tracks The S&P 500
• ETH: Have We Hit Rock Bottom Yet?
• TLTW: Long Bonds Might Be Under Pressure For A While (Rating Upgrade)
• SMH: Rested And Ready To Go
• Rearming Europe Boosts Defense Tech
• JQC: Tempting Distribution Rate, But Lack Of Coverage And Narrow Discount
• Could Value Stocks Make A Comeback?
• Opportunities In The Income Market Drawdown
• Lazard US Equity Focus Portfolio Q4 2024 Commentary
• Exposure To Base Metals With The DBB ETF Product
• Investing In Singapore Is A Great, High-Risk Opportunity
• Lazard US Equity Concentrated Portfolio Q4 2024 Commentary
• GDX: Gold Miners Due For A Pause, Bullish Long-Term Trend
• VTV: Not Much Value In This Value ETF
• Defensive Stocks For Unpredictable Trump Policy
• Closed-End Funds: Seeking Stable Yields From CLO Baby Bonds And Preferred
• Lazard International Strategic Equity Portfolio Q4 2024 Commentary
• 6 Impossible Things Before Breakfast?
• NHS: Hard To Justify Buying This Fund At The Current Price
• NUGT: There Is An Investment Case In Leveraged Gold Mining
• NVDX: How To Bet Strongly On Nvidia's AI Firepower
• SPXE: Overtaking SPY Without Fuel
• ZWC:CA: Covered Call Fund Targeting High Dividend Payers
• Chasing Outsized Returns: SCHG, QQQ, Or Value?
• TUR: Less Optimism Than Before, Still A Hold
• Lazard International Small Cap Equity Portfolio Q4 2024 Commentary
• QQQE Equal-Weighted Nasdaq 100: An Unexpected Way To Play Defense
• SGDM: Don't Get Shaken Out Before The Next Leg Higher
• GPIQ: Beating The Nasdaq
• If I Could Go Back In Time, Here's The Investing Advice I'd Give My 21-Year-Old Self
• Lazard International Quality Growth Portfolio Q4 2024 Commentary
• SPDV: Are Improved Fundamentals And A Higher Expected Yield Good Enough?
• Seeking Yield In Equity Funds With Lower Valuations And Risk
• VIG: Dividend Investing Can Beat In Uncertainty, But Consider Other Options
• CTA: Looks Like A Genuine Diversifier To The 60/40 Portfolio
• ITEQ: Some Structural Drawbacks, Although Relative Returns Have Been Commendable
• Lazard International Equity Select Portfolio Q4 2024 Commentary
• QYLD: A Fund That Carries More Risk In The Current Market Environment
• Lazard International Equity Portfolio Q4 2024 Commentary
• CSHI: Withstood The Test Of A -10% Equity Correction (Rating Upgrade)
• QQQI: The Next Big Test Has Begun
• Navigating Market Volatility Amid U.S. Tariffs And Policy Uncertainty
• Waiting For A Bear
• Lazard Global Listed Infrastructure Portfolio Q4 2024 Commentary
• Lazard Global Equity Select Portfolio Q4 2024 Commentary
• Lazard Equity Franchise Portfolio Q4 2024 Commentary
• AAXJ: Ambivalent Outlook
• QYLD: The Nasdaq Buy-Write ETF I Tend To Avoid
• GVIP: There Are Reasons To Be Cautious On High-Beta Hedge Fund Darlings
• 3 Things: How Not To Invest, The Big Risks Ahead And Earnings Mistakes
• Fed Watch: Let's Just Wait And See
• BMO Money Market Fund ETF Series: Potential Opportunity For U.S. Investors Looking At Canada
• EWD: A Volatile Play On Swedish Stocks In The European Market
• RA: Discounted With A 10%+ Distribution Rate
• SPVM: Disappointing Combination Of Value And Momentum
• How To Invest With Clarity Through Market Volatility
• The Next Big Theme: March 2025
• Undercovered ETFs: Managed Futures, India, Europe, Value +
• Low-Carbon Opportunities In The Infrastructure Investment Landscape
• ACV: Near-Term Risks Should Not Be Ignored
• SCHF: International Stocks On The Verge Of A Massive Breakout, Still Cheap Too
• Lazard Emerging Markets Equity Advantage Portfolio Q4 2024 Commentary
• Building On Strength: Fresh Perspectives On Emerging Markets
• VOO Vs. SPY: Hold VOO For The Long Term
• Finding Opportunities As Markets Grapple With Uncertainty
• BIZD: For Lazy Investors Seeking High Dividend Yield
• EWD: Growth May Pick Up, But Too Pricey (Rating Downgrade)
• UYLD: Active UltraShort Bond ETF, Good 5.4% Yield And Performance
• SLVO: Adding A Silver Lining To Your Income Portfolio
• IMCG: Long-Term Outperformance, But A Challenging Environment For This Growth Mid-Cap Fund
• SPSM: The Opportunites And Risks Are Balanced
• QQQI: The Tech Sell-Off Is Creating An Opportunity In Covered Call ETFs With Large Yields
• ARKK: Too Much Risk For Too Little Upside
• QDPL Is Our Favorite Retirement Income Fund On The Market
• Investing Politics: Globalization Backlash And Government Disruption
• SHLD Is Quant's #1 ETF, And I'm Bullish On It Too
• IHF: Healthcare Dashboard For March
• Can European Equities Regain Footing Amid Global Adversity?
• Global Equities: A Look Into The Strong German Market
• Anthropic Enterprise Edge: How Investors Can Gain Exposure Through The AGIX ETF
• VYMI: International Dividend ETF For Dollar Deprecation
• Foreign Stocks Are Crushing U.S. Equities This Year. A Weak U.S. Dollar Is A Factor
• EEM: A Stealthy Strong Uptrend, Still Favorable Valuation, Upgrading To Buy
• QQQ Vs. KWEB: China's Lead Over The U.S. May Be Temporary
• ICSH: A Solid 'Dry Powder' Cash ETF
• SCHG: The Gentle Giant May Have Upside Potential Amid Valuation Decline
• ECC, OCCI Or Neither Of Them: A Pairs Trade For 2 CEFs
• JQC: Questionable Distribution Coverage (Rating Downgrade)
• RSPN: Industrials Dashboard For March
• New Drivers For China Health Care: AI Med-Tech Innovation, Cancer Treatment, And Favorable Balance Of Trade
• Buffett Loves Berkshire's Japan Investments
• A Look At The DBA ETF Going Into The 2025 Crop Year
• Inflection Points: Trying To Reason With High Vol Season
• SNSR: Not The Kind Of AI Exposure One Would Expect
• JXI: Weakest Performer Among Utilities Sector ETFs
• RQI: Quality REIT Portfolio With Monthly Income
• BIZD: The Simplest Way To Maintain BDC Exposure Through Market Uncertainty
• Trump Tariffs And Market Volatility
• PFN: Gained Our Respect Via The Recent Portfolio Actions (Rating Upgrade)
• JXI: Utilities Dashboard For March
• IYE: A Tactical Play In The Volatile Energy Sector
• Why I'm Choosing Dividend Stocks Over Tech For Maximum Wealth Growth
• SPXU Ultra-Short S&P 500: Why Being Bearish Is A Bad Idea
• VIG And VTI: A 2-Fund Combo For Total Return And Dividend Growth
• PHYS: $3,000 Gold Is Just A Warm-Up
• Rebuilding Resilience In 60/40 Portfolios
• Why The Dollar Inflection Should Not Be Ignored
• RSMC: Small/Mid-Cap ETF Aiming For Growth At A Reasonable Price
• USFR: Unexciting But Useful
• COWG: 4 Reasons Why I Would Avoid This ETF
• COPX: Copper Tariff Threats Bring Too Much Risk
• FDL: A Solid Dividend-Focused ETF To Beat The Uncertainty In 2025
• BUG: A Strong Cybersecurity ETF, But Here's A Superior Strategy
• XTL: Beware Of Slower Growth Looking Forward
• ROE: Reasonable Valuation, But Underperforming Peers
• How To Make Money By Shorting Volatility
• JQC: Attractive Yield, But The Fund Cannot Sustain It (Rating Downgrade)
• ETV: Tech Slump Weighs On This Monthly Payer
• FXL: Technology Sector Dashboard For March
• Want To Own SpaceX And Starlink? Take A Look At XOVR (And Some Other Choices)
• IYM: Materials Dashboard For March
• INCO: Puts And Takes After The Big Indian Consumer Selloff
• 'Hide And Seek' - Weekly Blog # 880
• Buy CPZ For Better Zzzs At Night
• QQQ: This Chart Shows Market Still Underestimates Odds Of Hard Landing
• XEQT:CA: The U.S. May No Longer Be The World's Economic Leader
• CALI: This Low Duration California Municipal Not The Best Choice
• Sell VNQ And Buy These 2 Quality REITs
• Beyond 60/40: Using Options-Based Strategies In Portfolios
• FRA: Price Cannot Be Justified By Fundamentals
• IETC Expected To Benefit From Trade Policies, But Wait For A Better Entry Point
• FQAL: Quality Does Not Necessarily Mean Growth
• KMLM: An Underappreciated Hedge
• Is TMAT An ARKK Competitor Worth Buying?
• IBIT: Bitcoin Holds Critical Support, Bullish Seasonal Trends
• VNM: Vietnam Stocks Break Out, And The Valuation Is A Bargain (Rating Upgrade)
• REM: Solid Choice Unless A Recession Hits
• GPIQ: The Buy-Write Newcomer Gaining Attention, Now At 2025 Lows
• DLY: Proven Resilience Despite Unfavorable Conditions
• Building Your DIY Retirement Income Compounder Portfolio In Phases
• XUS:CA: Great For Canadian Investors, IVV Is Better For US Peers
• SGOV: Cash For The Crash
• PDPA: Side-Step Equity Volatility With A Robust 8% Yield From This Closed-End Fund
• PDO: Time For Caution As PIMCO Derisks
• CALF: Why Investors Stopped Caring About Small-Cap Stocks
• VFH: Upgrading Financials To Buy, A Needed Trump 2.0 Sentiment Reset
• SGOV ETF: The Short End Of The Yield Curve Remains Attractive
• IYK: Consumer Staples Dashboard For March
• GPIX: A Well-Constructed Options Fund With A Good Risk Profile
• RSP: Equal-Weighting S&P 500 Won't Save Portfolios This Time
• EFT: This Is Not A Buy Yet, But Worth Keeping On Your Radar
• GRNY: Sophisticated Growth Play Made Easy For Long-Term Investment
• Total Return Breakouts: Top Value Stocks As The Largest Market Skew Since 1998 Unwinds
• IYC: Consumer Discretionary Dashboard For March
• SPY: A Lack Of Catalysts For A Reversal (Rating Downgrade)
• MDVWX: Quality Yield Backed By Strong Cash Flows In A Volatile Market
• COWZ: A Defensive ETF Like This Is Becoming More Appealing
• LFSC: A New Small-Cap Health Care ETF Prioritizing Innovation Before Profits
• UMAX:CA: Should Be Performing Better Than It Does, Hold For Now
• 4 Closed-End Fund Buys (And A Sell) In The Month Of February 2025
• EIDO: Reasonable Earnings Yield A Good Underlying Growth For A Maturing Economy
• Emotion Check-In: My Portfolio Decision-Making Process
• KHPI: Equity Premium, Hedged Downside, High Yield
• BST: I Think It's Time To Start Adding To This High-Yielding CEF Again
• CEF Weekly Review: Will BTT Terminate?
• DFEN Is A Buy Due To Global Factors
• VGT: Vanguard's IT ETF - Buy The Sell-Off (Fortune Favors The Bold)
• IUSB: A Rate Cut Is Up In The Air
• In Defense Of Higher Spending: Geopolitics Creates Secular Opportunities
• XLF: A Sector To Buy On The Dip
• LGI: A Double-Digit Yield From Global Equity Exposure
• FEZ: Europe Could Keep The Gains Coming
• TLT Vs. EDV: Why I Prefer EDV And How I Allocate It Dynamically
• PIN: Quality Shines Through The Indian Downturn
• TMFG: High-Conviction Global Strategy With A High Fee And Mixed Results
• India: Short-Term Slowdown, Long-Term Strength
• California Carbon: Policy, Positioning, Performance
• EMHY: Beats Its Peers, But Not A Good Long-Term Investment
• Consider SPXX For The Coming Bear Market In Stocks
• FXE: Euro Is A Bad USD Hedge Now
• Asset Allocation: What To Consider In Volatile Markets
• Stupidity In Investing And The 5 Laws Not To Follow
• BNY Mellon Small/Mid Cap Growth Fund Q4 2024 Commentary
• BNY Mellon Small Cap Value Fund Q4 2024 Commentary
• Digital Assets Investing With An Institutional Risk Management Mindset
• BNY Mellon Small Cap Growth Fund Q4 2024 Commentary
• BNY Mellon Short Term Municipal Bond Fund Q4 2024 Commentary
• BNY Mellon Research Growth Fund Q4 2024 Commentary
• BNY Mellon Opportunistic Municipal Securities Fund Q4 2024 Commentary
• BNY Mellon New York AMT-Free Municipal Bond Fund Q4 2024 Commentary
• BNY Mellon Income Stock Fund Q4 2024 Commentary
• VBIL: The Time Is Right For Ultra-Short Treasuries
• RFIX: A Coin-Toss Probability Of A U.S. Recession? Time To Hedge
• IOO: Another Mega-Cap Fund Is Superior On Multiple Levels
• BNY Mellon High Yield Municipal Bond Fund Q4 2024 Commentary
• BNY Mellon High Yield Fund Q4 2024 Commentary
• BNY Mellon Floating Rate Income Fund Q4 2024 Commentary
• BNY Mellon Equity Income Fund Q4 2024 Commentary
• BNY Mellon Dynamic Total Return Fund Q4 2024 Commentary
• BNY Mellon California AMT-Free Municipal Bond Fund Q4 2024 Commentary
• BNY Mellon AMT-Free Municipal Bond Fund Q4 2024 Commentary
• Consumer Staples ETFs: Defensive Strength In Uncertain Times
• PHB: High-Yield Bond ETF Lagging Competitors
• NIM: Quality Tax-Advantaged Yield To Get Excited About
• Embrace The Fear: What I'm Buying This Month And 2 Stocks Worth Considering
• BNY Mellon Appreciation Fund Q4 2024 Commentary
• ONEQ: Nasdaq Correction Can Turn Into A Bear Market, Wait For A Better Opportunity
• Picking A Path With S&P 500 Sectors
• Stock Pickers And Style Bias
• BAFE: Is Brown Advisory's Brand New Flexible Equity ETF Worth Buying?
• Cybercriminals Are Winning - Cybersecurity Must Strike Back Now
• ASGI Offers High Yield, But A Hidden Risk Lies Beneath
• GREK: Check This Interesting Buying Opportunity
• QAT: An LNG-Infused GDP Growth Spurt Beckons
• PTY Is A Haven In A Volatile Equity Market
• VXX: Time To Take Profits
• Diamond Hill Short Duration Securitized Bond Strategy Q4 2024 Market Commentary
• Diamond Hill Short Duration Investment Grade Strategy Q4 2024 Market Commentary
• DBMF: Why This Hedge Crumbled When It Was Most Needed
• Diamond Hill Intermediate Bond Strategy Q4 2024 Market Commentary
• Diamond Hill Core Bond Strategy Q4 2024 Market Commentary
• Diamond Hill Long-Short Strategy Q4 2024 Market Commentary
• PRIF.PR.L: Still A Buy In Today's Market
• Correlations Across Global Markets Are Falling, Raising Expectations For Asset Allocation Opportunities
• Diamond Hill International Strategy Q4 2024 Market Commentary
• Model Portfolio For Capital Appreciation, March 2025
• INDF- Outperforming INDA, But Indian Banks Are Not In The Best Shape
• Opportunistic Bond Investing With CRDT: Less 'Fixed,' More 'Income'
• An Update On URA: Uranium Demand Likely To Rise
• Top Nuclear Energy Companies Shaping The Future Of Clean Power
• Vanguard Small Cap ETF Stands To Lose In 2025
• IJJ's Focus Doesn't Work When There's Inflation Amid Potential Rate Cuts
• Why Sustainable Equity Investors Should Pay Close Attention To Singapore
• IEF: Positioning For A Flight-To-Quality Might Be A Good Idea
• Overseas Investment Opportunities: U.S. Policy Shifts Awaken The Sleeping Giants
• ETB: Option Writing Fund To Keep Cash Flow Rolling In
• Diamond Hill Select Strategy Q4 2024 Market Commentary
• SPMO: Momentum Unwinding As Top Performers Face Largest Declines
• SOVF: ETF Led By Biblical Values Keeping Pace With The Benchmark
• A Closer Look At The Russell Midcap Index: Methodology, Valuations And Growth Drivers
• Diamond Hill Large Cap Strategy Q4 2024 Market Commentary
• LNGZ: Diversify Your Energy Portfolio With Global, Pure-Play LNG
• UBT: Uncertainty Ignites Recession Fears - Bonds Could Rally
• OWNB: A Balanced Bet Between Bitcoin Exposure And Leverage
• Healthcare Sector Trying To Bounce Back
• EUSC: Another Example That Hedging Europe Exposure Works
• GBTC Vs. GLD: What Is The Real 'Digital Gold' In A 'Risk Off' Market?
• TSPA ETF: Historically Strong But Recently Volatile S&P 500 ETF
• ACWI: Healthy Rotation Among Global Stocks, Buy The Dip (Rating Upgrade)
• Economic Vitals Stay Strong Amid Trade Dustup
• SKYY: Cloud Computing Isn't Going Away
• Tariffs Pressure Mega-Caps: Moat Stocks Show Resilience
• KBWP: A Safe Haven Amidst Market Turbulence And Tariff Wars
• Riding The EM Debt Bull
• VTI: Valuations Are Reaching Extremes
• FLIN: Investing In India Now? Valuation Says Get Out
• Perspectives On Innovation: The Mining Industry Harnesses The (Sustainable) Opportunity Of AI Technology
• FENI: A Developed Market ETF With Good Performance
• Nvidia, DeepSeek And The Evolution Of AI
• Municipal Bond Funds: Time To Shine Or Curtain Call?
• Expect Continued Evolution In The Sustainable Investment Market
• HFRO: Oversubscribed Tender Offer, Still A Massive -55% Discount To NAV
• VAW: The Materials Sector's Pullback Is An Opportunity
• ROSC Is Solid But Has One Glaring Weakness
• VCRM: An Ideal ETF To Preserve Your Capital In An Uncertain Market
• CHI: Looking At Recession Exposure
• SMIZ: ETF Focused On Earnings Revisions And Surprises
• VONG Appears Unattractive Despite A Correction, Consider Value And Dividend Investing In 2025
• Caterpillar: Diversification Without Diworsification; Home Depot Looks Healthy, So Do Others
• Diamond Hill Mid Cap Strategy Q4 2024 Market Commentary
• TYG: Investment Strategy Limits Exposure To High-Yielding MLPs
• Diamond Hill Small-Mid Cap Strategy Q4 2024 Market Commentary
• IVE: Value Can Outperform For A Long Time After A Tech Bubble Bursts
• Beyond Nvidia: A New AI Investment Framework
• OUSA: Yield Not Compelling For A Dividend Fund
• Diamond Hill Small Cap Strategy Q4 2024 Market Commentary
• JAAA: Recent Underperformance, Necessary Check-In
• XLE: Oil Price May Temporarily Crash Without SPR Refill (Rating Downgrade)
• ProShares UltraPro Short Dow30 ETF: Using Leverage Against Blue Chips
• Diamond Hill Core Bond Fund Q4 2024 Commentary
• Diamond Hill Short Duration Securitized Bond Fund Q4 2024 Commentary
• Brad Simpson On Assessing Investment Strategies Amid Market Uncertainties
• CCD: Technology Exposure And Premium Valuation Problematic
• MSTY: Stop Selling Off Your Upside For Cents On The Dollar
• Diamond Hill Long-Short Fund Q4 2024 Commentary
• AMLP: Stability Amid Market Turmoil, And An Easy Way To Generate Income
• BCHG: NAV Rate Premium Full Circle
• Rebalancing Act: Rethinking Growth Vs. Value
• SAMT: Intriguing Strategy With Lackluster Result
• Bears Awaken, But Don't Fear The Volatility
• Are You Investing In A Fad Or A Future Market Leader?
• Tradeweb Exchange-Traded Funds Update - February 2025
• SCHD: Times Like These Show Why Dividends Matter
• MORT: High Income, Short-Term Hold
• BCAT: NAV May Continue To Erode Due To Generous Distribution (Rating Downgrade)
• PBDC On The Chopping Block: The BDC Bonds Are Still Better
• SPYI Vs. JEPI: One Of These ETFs Is Highly Overrated
• The Case For JNUG On A Correction In Gold
• JETS: Time To Take Profits And Sell Airlines (Rating Downgrade)
• Can The DeepSeek Wind Fill The Sails Of Cloud Software Companies?
• ARTY: Strong Concept, Weak Performance - Here's Why
• GARP: A Decent Place To Park Funds
• BMEZ: Recession Fears Making You Sick? Buy This High-Yield Healthcare Fund
• MAGS: 3 Reasons The Dive Is Probably Not Over
• Considering Commodity Exposures Within A Portfolio Context
• GRID: Despite Tariff Chaos, Electrification Theme Firmly In Place
• A Potential Playbook For Dealing With Market Volatility
• Valuations, Bubbles And The Stories We Tell Ourselves - Part 2
• Despite Trump Trade Risks, VTI Presents A Tactical Play
• Korea Fund: A Less Favorable Risk/Reward
• USMV: Not As Safe As You May Think
• Enbridge: I'm Buying The Dip And Not Concerned About Tariffs
• ARTY: A High-Fee, Low-Return AI Disaster
• How I Would Retire With A $2 Million Portfolio
• CGDV: A Mix Of Value And Exuberance
• JAAA: Best Risk-Adjusted Yield In The Market
• BIT: Hard To Justify The Premium For This Fund
• What Drove The February China Equity Rally?
• The Importance Of Temporal Diversification
• GARP: A Solid Choice Balancing Growth, Value, And Quality But Not Better Than Peers
• NAIL: Not All Doom And Gloom For Homebuilders Even If Recession Strikes
• ARKK: Poor Performance And Likely More Downside Risk In 2025
• From AI To Infrastructure: The 10 Investment Themes Defining The Next 5 Years
• MGC: A High Bar For This Mega-Cap Fund
• MTUM Needs To Be Part Of Your Strategy To Beat The Market
• FIDI: A Lower Cost Option, But With Limited Growth
• USMV: Investors Flock To Quality, But USMV Is No Bargain
• RNP: Diversified Income From Real Estate And Preferred Stocks
• RUNN: GARP ETF With Low-Volatility Touch
• Big Policy Shifts Reinforce Higher Rates
• NBXG: Steady Monthly Distribution Out Of The Tech And AI Space
• XLP: I Like Consumer Staples, But I'm Not Buying This ETF
• GLDM: A Convenient Way To Gain Exposure To Gold
• BOIL And KOLD: Trading Natural Gas With Leveraged ETF Products
• Markets In Motion: Tariffs, Tech And Treasure
• Diamond Hill International Fund Q4 2024 Commentary
• 4 February Raises Includes AES Corporation's 6.2% Yield
• Diamond Hill Select Fund Q4 2024 Commentary
• TZA: A Weapon Of Choice To Profit From Small-Cap Weakness
• EWUS: I Wouldn't Bet On British Small Caps This Year
• VGSH: Boring, Safe, But Quietly Beating Other Income Investments
• FLSP: This Multi-Strategy ETF Gets A Buy Rating
• EFV: Excellent Momentum And Liquidity, All With Low Anxiety
• SOXQ: Buy The Semiconductor Sell-Off
• SPYV: Apple, Microsoft And Amazon Increased Risk, Consider Other Options
• Buy SDS To Hedge A Recession And Bear Market
• CARY: High Yield And Quite Low Risk, But CLO ETFs Look Better
• Where I Would Invest As Market Fear Picks Up
• PCN: Making Smart Moves, But Still Very Expensive
• EWJV: Not Much Value In This Japanese Value ETF
• PTH: A Health Care Headache Worth Selling
• DIV: Value And Dividends In Favor, Sticking With This Real Estate-Heavy Fund
• IPKW: An International Buyback Play Is On A Tear, But Do Not Overlook Its Weaknesses
• BDJ: Discount Narrows But Still Worth Holding For The Steady Monthly Distribution
• BITO: High Expenses And High Risk Causing Underperformance
• XDTE: This Fund Will Never Recover Its NAV
• Innovating The Hedge Fund Industry
• Three Places I Would Park Cash Right Now
• IWO: There Are Better Ways To Get Small-Cap Equity Exposure
• Can We Outperform HYG With Baby Bonds? Complete Review Of The Sector
• ENFR: A High-Yield Energy ETF With Strong Growth
• AMZY: A Conservative Income Strategy On Amazon That Produces Alpha
• MSIF: Similar To MAIN, Just Better
• EXG: Discounted Price Along With Delivering Monthly Distributions
• Fixed Rate Preferred Stocks Complete Review: PFF Vs. PFFA
• DIVO: Increased Volatility Levels Create More Risk Than Opportunity For This Fund
• BALI: Large Caps With Less Volatility And A 7% Yield
• SGOV: Short-Term Treasuries Remain Attractive Amidst Persistent Uncertainty
• This Is The Time For SCHD To Shine
• FDRR: A Balanced Approach To Dividend Growth And Stock Price Growth
• ARDC: High-Yield Fund, Fully Covered Distribution, Yielding 9.5% Plus, But There Are Risks
• PFFR: Don't Let This 7% Yield Hypnotize You
• TEAF: Discount Remains Appealing With An Activist Holding A Sizable Stake
• CEF Distribution Coverage: What To Worry About And What Not To Worry About
• PSCC: Growth Has Dried Up For This Small-Cap Consumer Staples ETF
• FXI: China's Technology And Banking Sectors Diverge
• QDPL: Safety In 4x S&P 500 Dividends
• XOP: Bearish Political Events Have Driven Down Oil & Gas Stocks
• CEF Weekly Review: The Different Flavors Of Net Investment Income
• IWD: Value Stocks Can Offer Protection Against Uncertainty
• PFFA: An Entry Strategy To Capture 9% Returns While Balancing Capital Risk
• UVXY: Investors Spooked, But Lower Volatility Ahead
• VFLO: Offers Relative Value, But Still Not A Bargain!
• How To Avoid The Worst Style Mutual Funds For Q1 2025
• How To Avoid The Worst Style ETFs For Q1 2025
• ZROZ: A Real Conviction Play (Rating Upgrade)
• Why Germany? Why DAX?
• EM Spring: A Brighter Season For Emerging Market Stocks May Be Ahead
• Trade Tensions: Navigating Market Risks
• QQQM: AI Potential Is Real, ETF Inflows And Favorable Seasonality Make It A Buy
• Defined Outcome ETFs: Good For Conservative Investors, Not Conservative Investments
• Investors Are Rethinking U.S. Exceptionalism - And Shifting To Europe
• JQUA: Your Answer To Enhancing Returns Without Relying On The Magnificent Seven
• PFFA: The Junk Every One Likes For No Real Reason
• Crypto (IBIT) Vs. Gold (IAUM): Which Is The Better Hedge?
• DSL: Increasing Allocation To Bank Loans Despite Impending Fed Rate Cuts
• QABA: Small-Bank ETF Lagging Competitors
• IVV: Don't Be A Hero, Be A Risk Manager
• BDJ: Writing Options Against Quality With An 8% Yield
• Trump's Economic Landscape: What Investors Need To Know
• CET: This Outperforming Fund Can Complement A Portfolio Well
• The S&P 500 GARP Index: Strong Fundamental Performance Amid A Steep Valuation Discount
• SWAN: How The ETF May Perform Amid A Tariff Selloff
• Ignore Recession Noise With HCOW: This High-Yield Monthly Dividend ETF Deserves Attention
• BTAL: Could This Market Neutral ETF Save Your Portfolio In 2025?
• The Intersection Of AI And Geopolitics From An Investing Lens
• Many Sustainable Indices Rebounded In Q4 Despite Strong Cross Currents In 2025
• FMDE: A Better Growth-Oriented Strategy In The Mid-Cap Space
• FDVV: Recent Reconstitution Creates Additional Risk In Market Downturn
• EWY: Sitting Out The South Korean Rally
• PRN: Better Than XLI On Some Fronts, But Still A Questionable Buy
• FSCO: Discount Is Gone, But I'm Still Buying
• TMFC: Don't Get Carried Away By Total Returns Alone
• YMAX: Diversification Risk Hurts Income Prospect
• PRF: A Value Play With A Modest Track Record
• Credit Spreads Widen, Opportunity Closes: Time To Exit XFLT
• SLVP ETF Could Perform Well With Lifted Silver Outlook (Rating Upgraded)
• TSLY: High Yield Likely To Sustain As Tesla Implied Volatility Increases
• PFIX: A Great ETF To Hedge One's Bond Portfolio
• SVOL: Low-Quality Holdings Increase Downside Potential Significantly
• EWY: What To Do When Korea Is Cheaper Than China
• CIBR: Why Patience Is Required Amid The Cybersecurity Correction
• Update On REMX: Tariffs And Ukraine Could Change The Dynamics
• PY: Unconvincing Shareholder Yield ETF
• Enbridge: AI Tailwinds Could Be Exaggerated
• Enbridge: Facing Volatility With A 6%+ Dividend Yield
• XLF: Financials Should Be Avoided During Recession, Like Today
• QQXT: A Costly Ex-Tech Nasdaq 100 ETF That Misses The Mark
• AAXJ: Not For Now, Let The Global Markets Settle
• How To Avoid The Worst Sector Mutual Funds For Q1 2025
• Investors Are Turning Defensive: 2 ETFs To Consider For What Could Be Coming
• IVW Vs. VTV: Growth May Lag, Consider Value In 2025
• YMAX: Paying Extra Management Fees For No Good Reason
• YBTC Still Has A Mammoth Yield Of 55%, But Risks Remain
• TECL Represents Swing Trading Opportunities In Volatile Markets
• XLE Could Benefit From The S&P 500's Mean Reversion
• XDTE: A Solid Fund With Some Elevated Risk
• RQI: Strong Portfolio But Needs To Improve NAV Momentum
• Old But Gold: Hedging U.S. Equities Risk With Treasuries
• FDG: Proven Returns Make This An Interesting Growth ETF
• Weak U.S. Dollar Is A Tailwind For American Investors In Foreign Markets This Year
• ROM: De-Risking Means De-Leveraging In Today's Environment
• SVOL: Over 15% Distribution Yield, Interesting Buy If Market Stabilizes
• EFG: A Strategic Choice For International Growth And Diversification
• TQQQ: How I Leverage And Why I'm Not Doing It Now
• Playing It Safe With Gold, Global And High Yield Values: Model Non-Correlated 7.5% Yield Portfolio
• JEPI And The Market Correction
• AI-Driven Semiconductor Growth
• Taking The Heat Out Of The U.S. Growth Stock Surge
• Expect A 10% Annual Return On This Enbridge Preferred Stock
• The Global Growth Engine: 2025 And Beyond
• AI Hinges On Rapid Electrification
• PBDC: Recent Developments Are Encouraging, Still A Buy In Spite Of Cuts
• Post-Selloff, What Trump Tariffs Mean For Investors
• FTEC: Buy The Tech Correction, NVIDIA Events On Tap (Rating Upgrade)
• ASHR: Betting On The Chinese Economy At A Time Most Investors Are Fearful
• BITW: Market-Cap Weighting Forces 'Buy High-Sell Low' Crypto Strategy
• CoinShares Bitcoin Miners ETF May Benefit From Tailwinds But Still Underperform
• The Tide Is Changing, Be Prepared With CLOs To Keep The Income Streaming In
• To Hedge AI, QQA's Options Are Better Than Shorting With PSQ
• XRT: Retail Has Been Under Pressure. It Will Likely Stay That Way
• ETHA: Ethereum's Organic Bid Decline Continues
• BGR: Uncertain Energy Price Environment, But The Fund Should Be Well-Positioned
• The Two Option ETFs That I'd Buy And Hold Forever
• SPMC: Outperformance And Income Growth Catalysts For This 13.7% Yielding CEF
• DNP: Recovering From Rate Pressures As Premium Shifts To A Historically Narrow Level
• Tariff Tensions: Are Portfolio Changes Needed?
• iShares U.S. Infrastructure ETF Is The Best Buy Into A Hot Market
• VIG: This Fund Is Unlikely To Outperform The S&P 500
• VGT: Has Become Expensive, Yet (Almost) Everyone Still Wants It
• COWZ: Recent Underperformance And Heavy Energy Exposure Make It A 'Hold'
• DGRO: Superior In Turbulent Times
• Alpha Architect Tail Risk ETF: Protect Your Portfolio From A Still-Possible Hard Economic Landing
• DGRW Is A Solid ETF, But DVY Appears Better For Healthy Risk-Adjusted Returns
• FLRT: Still A Robust Hold, 7% Yield
• QQQH: Hedges Have Paid Off But Value Proposition Remains Questionable
• Beyond VXUS: 3 Reasons To Use Single-Country ETFs Instead
• PFI: Why FXO Looks Better
• February AAII Asset Allocation Survey: Stock Allocations Decline
• SVIX: Make Volatility Great Again (Rating Upgrade)
• Silver Tightness Pushes Silver Prices And The SILJ ETF Higher
• Forget The Magnificent 7: Meet China's Terrific 10
• Diamond Hill Large Cap Concentrated Fund Q4 2024 Commentary
• Diamond Hill Large Cap Fund Q4 2024 Commentary
• Diamond Hill Mid Cap Fund Q4 2024 Commentary
• Diamond Hill Small-Mid Cap Fund Q4 2024 Commentary
• IAK: A Defensive ETF Buy
• Diamond Hill Small Cap Fund Q4 2024 Commentary
• BITW: Trump's Crypto Reserve Pure Play?
• PRIV: The Private Credit ETF - I Don't Buy It
• TLT: Recession Narrative Is Back In Play
• John Hancock Strategic Income Opportunities Fund Q4 2024 Commentary
• John Hancock Small Cap Core Fund Q4 2024 Commentary
• FHLC: Poised To Capture Strong Healthcare Demand And Growth
• John Hancock Regional Bank Fund Q4 2024 Commentary
• John Hancock Multimanager Lifestyle Moderate Portfolio Q4 2024 Commentary
• John Hancock Multimanager Lifestyle Growth Portfolio Q4 2024  Commentary
• FEHAX: Why High-Yield Tax-Exempt Munis Make Sense Today
• John Hancock Multimanager Lifestyle Conservative Portfolio Q4 2024 Commentary
• DTCR: AI Infrastructure Stocks Look Fairly Valued
• Power Play: How To Invest Smarter In The Race For Electrification
• Leaning On The Tactical In Our Views
• IGR: Collecting An Income From Global Real Estate Exposure
• Cash Is King For Now
• Ensemble Active Management: Capturing Active Manager Alpha
• How To Avoid The Worst Sector ETFs For Q1 2025
• Why I'm Not Chasing RLTY's Recent Rebound Just Yet
• Reports Of The Death Of The 60/40 Portfolio Are Greatly Exaggerated, Part 2
• WEBL: Outsized Gains For Tech-Focused Swing Trading
• Staples Soar In February, VDC Richly Priced Amid High Momentum
• FTHI: Why DIVO Looks Better (Rating Downgrade)
• XAR ETF May Have Returned To An Attractive Valuation: A Focus On The Aerospace And Defense Industry
• XLY: Avoid The Worst Performer
• Essential Metal Awakening
• HDIF:CA: Reasonable Yield But Comes With A Risk Of Capital Loss
• Is BlackRock's BIGZ Metamorphosis Into BTX A Buy Or A Sell Now?
• What Does The DeepSeek Halo Teach Us About Chinese Stocks?
• VYM: High-Dividend Stocks In Favor, Why I Expect More Alpha In 2025
• PFO: Preferred Exposure At An Attractive Discount
• The Market Is Down, But Oxford Lane Capital Still Paying Me 20%
• John Hancock Multimanager Lifestyle Balanced Portfolio Q4 2024 Commentary
• John Hancock Multimanager Lifestyle Aggressive Portfolio Q4 2024 Commentary
• John Hancock Multimanager 2065 Lifetime Portfolio Q4 2024  Commentary
• John Hancock Multimanager 2060 Lifetime Portfolio Q4 2024 Commentary
• VYM: Risk Premium Still Near 10-Year Peak Despite Treasury Rates Decline
• I Have Mixed Feelings About TSLY
• VDC Consumer Staples ETF: Good Diversifier, Buy On Weakness
• THD: Don't Chase The Thailand Dip
• AMLP: Investors Can Feast On The Energy Revolution With A Dividend Exceeding 7%
• John Hancock Multimanager 2055 Lifetime Portfolio Q4 2024 Commentary
• John Hancock Multimanager 2050 Lifetime Portfolio Q4 2024 Commentary
• John Hancock Multimanager 2045 Lifetime Portfolio Q4 2024 Commentary
• John Hancock Multimanager 2040 Lifetime Portfolio Q4 2024 Commentary
• John Hancock Multimanager 2035 Lifetime Portfolio Q4 2024 Commentary
• DBMF: An Excellent ETF For Improved Portfolio Performance
• John Hancock Multimanager 2030 Lifetime Portfolio Q4 2024 Commentary
• UGL: A Steady Decay History, And Leveraged ETF Dashboard
• RLTY: A Lower-Risk Real Estate Fund, But At A High Price
• FESM: High-Beta SMID Portfolio With Worrisome Quality, Some Caution Is Needed
• MSFU: An ETF That Looks Good On Paper But Not In Reality
• ECAT: Provides Blended Exposure Between Equities And Income
• BUI: My General Sense Of Caution Extends To Leveraged Utilities (Rating Downgrade)
• QMAX:CA: With 11% Yield, This Covered Call, Tech ETF, Wants To Have Its Cake And Eat It Too
• PRIV: Exciting ETF In The Private Credit Space
• LRGF: A Multi-Factor Fund Outperforming Peers
• AIPI: Laggard In The AI Space, Unsupported Distribution
• BITQ: Possible Bitcoin Bottom Bodes Well, Bullish Seasonality
• HHIS:CA: Too Soon To Call A Buy, But The Strategy Looks Promising
• FSCO: Discount Narrowing But The Fund Could Deserve A Premium
• HPYT:CA: Good Time For Long-Term Treasuries, But Don't Get On This Particular Train
• QQQX: 8%-Plus Yield, 9% Discount, Long-Term NAV Growth
• KIO: High Yield Fund, Fully Covered Distribution, Currently Yielding 10% Plus
• RYLD: 12%+ Dividend Yields Likely To Sustain As Volatility Returns
• RSP: S&P 500 Monthly Dashboard For March
• MDYV: Solid Mid-Cap Value ETF With Some Quality Concerns
• USIG: Inflation Expectations Are Rising, Bearish On Duration Bets
• SCHD: The AI Frenzy Is Gone
• How To Find The Best Style Mutual Funds Q1 2025
• JEPQ: An Underrated Fund That Is Built For Adverse Market Conditions
• TDF: Buy Chinese AI Companies At A Discount
• CEF Weekly Review: Western Asset Follows The Nuveen Term CEF Playbook
• KORU: Navigating 2025 Volaility
• EWQ Struggles In A Shaky French Economy
• BBUS: A Cost-Effective And Diversified Choice For U.S. Market Exposure
• The AI Smartphone Battle Of Titans: iPhone 16 Vs. Samsung Galaxy S25
• BUZZ Investing: Markets Navigate Policy Shifts
• John Hancock Multimanager 2025 Lifetime Portfolio Q4 2024  Commentary
• John Hancock Multimanager 2020 Lifetime Portfolio Q4 2024 Commentary
• John Hancock Multimanager 2015 Lifetime Portfolio Q4 2024 Commentary
• John Hancock Multimanager 2010 Lifetime Portfolio Q4 2024 Commentary
• John Hancock Investment Grade Bond Fund Q4 2024 Commentary
• DUHP: A Promising Quality ETF, But Not The Best
• This Is Why I Double Down On ARGT Even After 'LibraGate'
• BCD: A Longer Dated Strategy That Outperforms On The Commodities Market
• INDY: Weathering The Storm With Indian Mega Caps
• CAPE: Good Intentions, Mediocre Results
• BUZZ Investing: Markets Navigate Policy Shifts
• Hidden Value: Tax-Loss Harvesting In Up Markets
• ECF: Discount Remains Attractive As The Fund Continues To Perform Well
• CCIF: Resilient Despite Unfavorable Conditions
• John Hancock Infrastructure Fund Q4 2024 Commentary
• John Hancock Global Shareholder Yield Fund Q4 2024 Commentary
• Plaza Retail REIT (PAZRF) Q4 2024 Earnings Call Transcript
• CLOZ: BBB-B CLOs Are Paying Me Handsomely
• John Hancock Fundamental Large Cap Core Fund Q4 2024 Commentary
• CAPE-5: A Different Measure Of Valuation
• John Hancock Emerging Markets Equity Fund Q4 2024
• John Hancock Emerging Markets Debt Fund Q4 2024 Commentary
• MSTY: This Fund Has A Poor Risk-Reward Profile
• John Hancock Disciplined Value Mid Cap Fund Q4 2024 Commentary
• 15 Years Of PCEF: An ETF Of CEFs
• John Hancock Disciplined Value International Fund Q4 2024 Commentary
• PGX ETF: Too Many Red Flags
• SCHD: A Dream ETF For Dividend Growth Investors
• John Hancock Disciplined Value Fund Q4 2024 Commentary
• John Hancock Fixed-Income Fund  Q4 2024 Commentary
• John Hancock Asset Allocation Fund Q4 2024 Commentary
• Global Diversification In Our Model Portfolios
• IJR Vs. IWM: IJR Is A Better Bet For The Return Of Small-Cap Stocks
• Managing Nvidia's Single-Stock Risk Through Diversified Semiconductor Exposure
• GPTY Vs. AIPI: Choosing The Safer ETF For 30%+ Yields From AI Stocks
• Invest In Israel: Cutting-Edge Innovation And Lasting Opportunities
• How To Find The Best Style ETFs For Q1 2025
• JEPQ: Nasdaq 100 Volatility High Amid Mag 7 Drawdowns, Bullish Tech Seasonality
• Hunting For Big Winners In Small Caps
• XOVR: Access To SpaceX And Klarna Is A Standout For This ETF
• John Hancock Alternative Asset Allocation Fund Q4 2024 Commentary
• USCL:CA Offers Better Capital Preservation Than XYLD
• DVY: High Dividend Factor Shining In 2025, More Gains Ahead (Rating Upgrade)
• PAMC: Is Pacer Lunt's Mid-Cap Factor Rotation ETF Worth Buying?
• JRI: Limited NAV Growth And Shrinking Earnings
• CDC: A Mixed History Of Market Timing
• Small Cap Tilt Means SCHB Will Underperform Large Cap Blends
• FHEQ: Finally, A Hedged ETF That Gets It
• NOBL: A Bid To Dividend Aristocrats To Begin 2025
• Renewables Under Trump: Likely Better Than Expected
• Building A 1 Million Dollar SWAN 'Chop Shop' Portfolio For Secure And Consistent Returns
• John Hancock 2065 Lifetime Blend Portfolio Fund Q4 2024 Commentary
• John Hancock 2060 Lifetime Blend Portfolio Fund Q4 2024 Commentary
• John Hancock 2055 Lifetime Blend Portfolio Fund Q4 2024 Commentary
• RCS: Price Has Improved, But Still Very Expensive
• John Hancock 2050 Lifetime Blend Portfolio Fund Q4 2024 Commentary
• BBEU: A Diversified Europe ETF With Double-Digit Growth Potential
• GII: Interesting Infrastructure Portfolio, Underwhelming Returns
• YMAG: Beware Of Double-Dip Expense Ratios And Capital Return Disguised As Income
• How To Find The Best Sector Mutual Funds Q1 2025
• ZWB:CA: Got It Covered With The Big Six
• John Hancock 2045 Lifetime Blend Portfolio Fund Q4 2024 Commentary
• John Hancock 2040 Lifetime Blend Portfolio Fund Q4 2024 Commentary
• John Hancock 2035 Lifetime Blend Portfolio Fund Q4 2024 Commentary
• John Hancock 2030 Lifetime Blend Portfolio Fund Q4 2024 Commentary
• Mom's Recipe: Sectors, Stocks And Size
• Buffett's 2024 Vision: What Investors Can Learn From 6 Decades Of Letters
• Recent CPI Data Reinforces Need For Inflation-Fighting Assets
• APLY: A Solid Alternative To Apple Stock
• GDE: ETF Combined Equities With Gold Strategy Is Paying Off
• ZSP:CA: An Easy Way To Get S&P 500 Exposure In Canada
• MSTY Is A Buy Due To Peak Yield And Implied Volatility
• Is The Traditional 60/40 Dead? Redefining Diversification With Efficient Core Solutions
• QTUM ETF: A Strategic Approach To Quantum Computing
• Multi-Asset Positioning In A Trump 2.0 Policy Regime
• IWP: Concentrated Portfolio May Dent Returns In 2025
• NEA: The Risk-Reward Has Gotten A Little Less Attractive (Rating Downgrade)
• John Hancock 2025 Lifetime Blend Portfolio Fund Q4 2024 Commentary
• John Hancock 2020 Lifetime Blend Portfolio Fund Q4 2024 Commentary
• John Hancock 2015 Lifetime Blend Portfolio Fund Q4 2024 Commentary
• John Hancock 2010 Lifetime Blend Portfolio Fund Q4 2024 Commentary
• QTUM: Our Favorite Way To Invest In Quantum Computing
• Taiwan Fund: Maximally Levered To Global Tech Trends
• Columbia Thermostat Fund Q4 2024 Commentary
• VPLS: Active Aggregate Market Bond ETF
• Columbia Small Cap Value Fund II Q4 2024 Commentary
• FKU: Hardly Perfect, But Maybe Worth Looking At
• JEPI Doing Exactly What I Expected, Will Likely Beat GPIX
• Columbia Short Term Bond Fund Q4 2024 Commentary
• Get Weekly Income From The Mag 7 Stocks With YMAG
• SCD: Continuing To Perform Well As Discount Narrows Further
• Magnificent 7's Stumble: When To Buy MAGS
• PLTD: Palantir Bear ETF, For When Number Go Down (New Buy)
• CDL: Little To Show, Look At SCHD Instead
• Columbia Seligman Technology And Information Fund Q4 2024 Commentary
• TLT: The Safe-Haven Bid May Come Back With A Vengeance
• Columbia Select Small Cap Value Fund Q4 2024 Commentary
• Columbia Select Mid Cap Value Fund Q4 2024 Commentary
• Columbia Total Return Bond Fund Q4 2024 Commentary
• If I Weren't A Dividend Investor, These Are The ETFs I'd Retire On
• DLS: An Ill-Timed Investment Even 20 Years On
• AIO: Turning AI Exposure Into Passive Income With Dividends
• XMHQ Appears Less Attractive, Consider Other Options
• Miller-Howard Utilities Plus Q4 2024 Commentary
• DIVO: Times Like This Are Exactly Why I Am Bullish
• Miller-Howard MLP & Midstream Energy Income Q4 2024 Commentary
• IWM: Buy The 10% Dip, Lower Rates A Bullish Factor With EPS Growth Ahead
• Miller-Howard Infrastructure Q4 2024 Commentary
• FBTC: Record Outflow Could Signal A Capitulation Bottom
• XMPT: Muni Bond Fund Of Funds, Tax-Advantaged, Competitive Dividend
• Miller-Howard North American Energy (Without K-1s) Q4 2024 Commentary
• How To Invest In Natural Resources: Diversify Your Portfolio From The Ground Up
• Miller-Howard Income-Equity Q4 2024 Commentary
• Why I Believe Japanese Stocks (DXJ ETF) Could Be A Hedge Against S&P 500 Downside Risk
• DTD: Solid Track Record, But Modest Dividend Yield
• Outcome Bonds: Seeing The Wood For The Trees On Greenwashing Risk
• BBCA: A Cost-Effective Option For International Diversification
• DIVB: Dividend Increase Expected For This Well-Diversified Shareholder Yield ETF
• FELV: Not Flawless But Fit For Value, Quality Investors' Playbooks, A Hold
• NUKZ: Political Barriers Are Falling For Nuclear Energy
• QID: Leveraged Short QQQ ETF On Verge Of Busting Out
• GLD Vs. SLV: I See Better Momentum For Gold (Technical Analysis)
• SCHY Ticks Most Boxes: Good Yield, Low Expenses, Diversification
• FELC: Active ETF With No Edge Over SPY
• EFNL: Attempting To Bounceback, But A Sub-Optimal Buy At This Juncture
• Is The PEG Ratio A Reliable Market-Timing Tool?
• NBXG: The Next Generation Of Technology Beckons, Income Investors Rejoice
• VOT: Blistering Mid-Cap Earnings Growth Is Expected To Fuel Share Upside
• SWZ: Will Be Converting To A 'Hedge Fund' Style CEF
• Columbia Select Large Cap Value Fund Q4 2024 Commentary
• EFT: Overpriced Leveraged Loan CEF
• Columbia Select Large Cap Equity Fund Q4 2024 Commentary
• Columbia Quality Income Fund Q4 2024 Commentary
• FEPI Vs. OARK: Which ETF For Innovation Income?
• GXC: China's Industrial Rebound And Stimulus Will Support Momentum In 2025
• TPYP: Good Idea, Terrible Timing (Sell Rating)
• Columbia Pyrford International Stock Fund Q4 2024 Commentary
• USA: Delivers A High Yield Without Sacrificing Tech Exposure
• Brazilian Equities: Is The Perception-Driven Rebound Reliable?
• Columbia Overseas Value Fund Q4 2024 Commentary
• Broadening Out Our Pro-Risk View
• Columbia Mortgage Opportunities Fund Q4 2024 Commentary
• Trump 2.0: Infrastructure Week Finally Arrives
• GCOW: Global Diversification And Cash Flow At A Cost
• MTUM Is A Mix Of SPMO And XMMO Factor-Based ETFs, But Less Efficient
• IUS: A Value-Focused Approach With Lower Risk
• Cash Is King: A Quick Look At 3 Cash ETFs
• BILS: Buffett Is Almost 30% In T-Bills, How About You?
• FMAG: Don't Bother With This High Fee, Limited Differentiation ETF
• SPYI: Likely To Continue To Perform Well In Multiple Market Scenarios
• THW: NAV Growth Starting To Improve
• Global X Cash Maximizer Corporate Class ETF: The Best In The Group
• FDVV: Big Annual Reconstitution Changes For This Top-Performing Dividend ETF
• Trump's Economic & Geopolitical Realignment: Investors Should Brace For Years Of Volatility
• LVHD: Seeking Low Volatility In High Dividends With Average Result
• VIDI: Not A Good Choice For International Equity Exposure, Sell Rated
• The Next Big Theme: February 2025
• VO: A Solid Mid-Cap Contender For Lofty Risk Adjusted Returns
• PGX: Nothing To Like Here, But We Have An Alternative
• NXG: For The Next Generation Of Income Investors
• Columbia Large Cap Growth Fund Q4 2024 Commentary
• 4 Macro Scenarios Holding Me Back From TLT (For Now)
• Columbia International Dividend Income Fund Q4 2024 Commentary
• Columbia Global Technology Growth Fund Q4 2024 Commentary
• BAB: Taxable Munis Offering Some Value In 2025 (Rating Upgrade)
• Columbia Flexible Capital Income Fund Q4 2024 Commentary
• PFFA: Dividend And NAV To Improve (Rating Upgrade)
• XCCC: 3 Reasons Why I Would Avoid This High Yield ETF
• Columbia Dividend Opportunity Fund Q4 2024 Commentary
• Very Bad News For Closed-End Funds
• AIEQ: An Example Of AI Failure
• The Ultimate Trade War Hedge: Why I Trust CTA With 56% Of My Portfolio
• Afraid Of Investing In Individual Stocks? Consider This ETF Trifecta
• My Favorite Strategy To Trade Long-Term Treasury Bonds
• Columbia Dividend Income Fund Q4 2024 Commentary
• Columbia Disciplined Value Fund Q4 2024 Commentary
• GLIN: Getting Ahead Of The Indian Cycle
• IEUR: A Diversified Play On Europe With Growth Limitations
• Columbia Disciplined Growth Fund Q4 2024 Commentary
• VO: Mid-Caps Still Look Good, But Watching Valuation Trends
• Columbia Disciplined Core Fund Q4 2024 Commentary
• Columbia Convertible Securities Fund Q4 2024 Commentary
• Columbia Contrarian Core Fund Q4 2024 Commentary
• BITI: One Of The Easiest And Lowest-Risk Ways To Short Bitcoin
• LCLG: 12 Years Of High Fees And Poor Returns For This Innovative Growth ETF
• IEUR: European Equities Are Going To Be Great Again!
• HYG Vs. LQD: Excess Returns With Lower Duration, Minor Credit Risk Increase
• Columbia Commodity Strategy Fund Q4 2024 Commentary
• PFFV: Preferred Shares Index ETF, Above-Average Yield And Performance Track-Record
• Columbia Capital Allocation Portfolios Q4 2024 Commentary
• Columbia Bond Fund Q4 2024 Commentary
• FGDL ETF (Gold) Rises With Dollar And Yields--Driven By A Key Factor
• VEU: International Stocks Outperforming To Start 2025, More Upside Ahead
• YMAX: Bundling Ultra Strategies Has Worked Surprisingly Well
• BST: 7.5%+ Yield, 5% Discount On Tech
• Columbia Acorn International Fund Q4 2024 Commentary
• 5 Best CEFs This Month: Average Yield Of 10% (February 2025)
• FSMD: One Of The Best Small-Cap Multi-Factor ETFs
• VFLO: A More Defensive ETF To Navigate Slower S&P 500 Growth
• MCI At 35% Premium - A Good Opportunity To Close Some Profit
• QDTE Vs. QQQI: Battle Of The Super-Yielding ETFs
• AVGX: This Leveraged Play On Broadcom Just Isn't Hacking It, Here's Why
• XMMO: Using A Momentum Strategy For Midcaps To Outperform The Market
• QQQ Correction Phase In Progress? Follow The Volume (Technical Analysis)
• NFJ: This Covered Call Equity Fund Offers Stable, High-Yield Income With Low Volatility
• GDXJ: Junior Gold Miners Sport Momentum And An Attractive Valuation (Rating Upgrade)
• SVIX: Trump Policies Increasing Market Volatility (Downgrade To Hold)
• AMZY Is A Role Model For The YieldMax Options Strategy
• Decomposition Of U.S. Equity Returns Over Time - Is It Different This Time?
• What Scares The S&P 500?
• VCV: After A Strong Run, I'd Be Very Careful At These Levels (Rating Downgrade)
• FLIN: A Tactical Play On India's Growth With Economic Sensitivity
• Our 2025 Radar: Key Investment Themes And Opportunities
• IBUY: Online Retail Sales Gain Momentum And Will Outperform Traditional Retail In 2025
• SMIN: Keep The Faith In India's Small Caps
• Smarter SaaS: Harnessing AI Agents For Sustainable Growth
• PVAL: A Low Valuation Fund Outperforming Peers
• JSML: Cautious Outlook But A Clear Improvement Over Russell 2000 Growth ETFs
• Allspring Index Asset Allocation Fund Q4 2024 Commentary
• Allspring Diversified Capital Builder Fund
• CWS: Returns Disappoint Despite High-Quality Portfolio, A Hold
• Allspring Asset Allocation Fund Q4 2024 Commentary
• CEF Weekly Review: Tender Offers Keep Generating Alpha
• Allspring Absolute Return Fund Q4 2024 Commentary
• Allspring Ultra Short-Term Income Fund Q4 2024 Commentary
• Allspring Short-Term Bond Plus Fund Q4 2024 Commentary
• Allspring Short Duration Government Bond Fund Q4 2024 Commentary
• Allspring Government Securities Fund Q4 2024 Commentary
• Allspring Core Plus Bond Fund Q4 2024 Commentary
• Allspring Core Bond Fund Q4 2024 Commentary
• Allspring Special Small Cap Value Fund Q4 2024 Commentary
• FLCA: Why I Prefer Canada Stock-Picking To This ETF
• CHY: Well-Positioned, But Extremely Expensive
• HYLD: A Fund Of Funds With Options
• HYLD:CA: An Ideal Mix Of Income And Capital Appreciation
• IUS: Confirming Excellence In The Large Value Category
• TLT: Fear Vs. Reality
• ZTR: Low Bond Allocation Is An Advantage For This Closed-End Fund
• MFEM: Emerging Market Investors Can Do Better
• JHML: Multi-Factor Vs. Single Factors
• Allspring Special Mid Cap Value Fund Q4 2024 Commentary
• Allspring Special Large Cap Value Fund Q4 2024 Commentary
• Amplify Online Retail ETF: Do Not Count On eCommerce Surging Anytime Soon
• Allspring SMID Cap Growth Fund Q4 2024 Commentary
• Allspring Premier Large Company Growth Fund Q4 2024 Commentary
• Allspring Mid Cap Growth Fund Q4 2024 Commentary
• Allspring Large Cap Growth Fund Q4 2024 Commentary
• Allspring Large Cap Core Fund Q4 2024 Commentary
• Allspring International Equity Fund Q4 2024 Commentary
• DHS: Not Many Benefits Besides Better Resilience During A Market Downturn
• XMMO Is Poised To Outperform S&P 500 In 2025
• Allspring Growth Fund Q4 2024 Commentary
• 2 Market Themes For Investors To Consider
• CTA: I'm Upping My Exposure To Managed Futures (Rating Upgrade)
• Allspring Emerging Markets Equity  Fund Q4 2024 Commentary
• What Is Next For EU Carbon? Key Developments On The Horizon
• The U.S. Dollar: An Untapped Portfolio Diversifier
• SCHV: Why A Shift To Value Could Pay Off
• FEPI: A Simple Yet Effective Covered-Call Fund For The Current Market Conditions
• 3 High ~6% Yield Dividend Champions - Altria, Enbridge And NNN REIT
• Municipal Update: Key Themes And Allocation Tilts
• BLW: Too Expensive, Too Leveraged (Rating Downgrade)
• MSTY Vs. MSTY:CA: This Is Not A YieldMax Canadian Replica
• FLCH ETF: Hang Seng Is Beating The S&P 500 - Markets Know More Than We Do
• EWK: Not A Washout, But Not Very Compelling Either
• ETW: Collecting A Global Income Stream But With A Caveat
• CGW: Upgrading This Essential Industry From Sell To Hold
• QQH: Look Beyond The Marketing, This ETF Has Big Flaws
• SCHD And SPY: You Need To Look At This Chart To See Why SCHD Will Outperform
• Allspring Emerging Markets Equity Income Fund Q4 2024 Commentary
• EFA: A Diversified Play On Developed Markets With Trade-Offs
• QQQ: My Preferred Way To Bet On AI And US 'Exceptionalism'
• KNGZ: Solid Improvements For This Sector-Neutral Dividend Aristocrat ETF
• GUT: Sound Strategy, Poor Execution
• Allspring Emerging Growth Fund Q4 2024 Commentary
• Allspring Disciplined U.S. Core Fund Q4 2024 Commentary
• Model Portfolio For $10,000 In Income, February 2025
• HACK: A Solid Cybersecurity Play, But Not My Top Choice
• MKOR: Decent Credentials And Potential To Recover
• RPAR Risk Parity ETF: The Path To 8% Annual Returns Or More
• JLQD: Good Income ETF, But Better Choices Out There
• Allspring Common Stock Fund Q4 2024 Commentary
• Harnessing The Red Dragon: Making China's Equity Market Structure Work For Better Returns
• Undercovered ETFs: Growth, Income, TIPS, Poland +
• JGRO: Not As Actively Managed As It May Seem, Yet Upside Remains Possible
• The Reason Bitcoin Is A Terrible Investment
• GGME: Not A Game I'm Playing (Sell Rating)
• QGRW: A Bet On Technology And The U.S. Largest Companies
• 3 Years On, I'm Upgrading AGGH To Buy
• VTI Needs Time To Consolidate (Technical Analysis)
• DAPP: Bitcoin Wobbles Under $100,000, Key Crypto Miner Earnings On Tap
• VYM: A Moderate Growth Fund That Has Some Flaws
• FTLS: This Long-Short ETF Is Still A Buy
• Where To Look When Equities Are Priced For Exceptionalism
• TBG: Dividend Strategy Mindful Of FCF, Mostly Delivers, Worth Shortlisting
• AIYY: C3.ai's Business Is Too Speculative For An Income Strategy
• SHLD: Record Defense Spending Can Accelerate Returns In 2025
• YNVD:CA: I Like The Risk-Managed Returns On This Nvidia Options Play
• GDX: Underperforming Gold For A Good Reason
• PEO: Energy CEF With A 9% Yield, At A 10% Discount
• TQQQ: Buy For The Breakout (Technical Analysis)
• CLSE: Long/Short Fund Ideal For Today's Macro Set-Up (Rating Upgrade)
• DMB: A Play On Muni Bonds For Some
• JAVA: Unconvincing Value ETF
• Enbridge Has Continued Growth Potential
• MAXI: Long Bitcoin With A 32% Yield
• RSPF: This Is Why Cap Weighted ETFs Are So Popular
• Seeking Alpha Author Experience #2: A Solid Post-Earnings Article
• XFLT And EIC: Double-Digit Yields To Boost Your Income
• GBTC To BTC ETF: A Data-Driven Decision
• High Yield Is Not As High As You Think. WEA Vs. FALN, CEF Vs. ETF
• LEAD: Can't Find A Spot For This Low Yielding, Low Dividend Growth ETF
• FOF: Precious Metals Are Nice, But Not The Premium Valuation
• Foreign Stocks Lead Major Asset Classes In 2025
• TSLL Can Help Traders Juice Their Tesla Trading Performance, But Beware The Risks
• Emerging Market Equities: Assessing Potential Exposure
• PID: This Dividend ETF May Expose Itself To Geopolitical And Sector-Specific Risk
• STK: For GARP Tech Stocks
• Return On Equity, Earnings Yield And Market Efficiency: Back To Basics
• BINC: A Low-Cost, Low-Volatility, Actively Managed Alternative To High-Yield Fixed Income
• Continue To Prefer IIF Vs. IFN As Challenging Conditions For Indian Stocks Remain
• Why ESG Sukuk Has The Wind In Its Sails
• EWG: The Trump Rally Will Continue For Few Weeks Until Steep Dropdown Follows
• AI A Key Driver Of The Power Outlook
• IWLG: A Good Growth ETF, But Not The Best
• CGMS: An Attractive Opportunity In The Fixed Income Space
• Private Equity, Venture Capital Flows To Biotechnology Lowest Since 2019
• CONY: Riskier Income Play On A Decent Stock
• CONY: Cautious Of A Shift In The Crypto Cycle (Rating Downgrade)
• Aristotle Atlantic's Core Equity Q4 2024 Commentary
• Aristotle Global Equity Q4 2024 Commentary
• Aristotle International Equity ADR Q4 2024 Commentary
• QQQY Vs. QDTE: Only One Of These 0DTE Funds Are Worthwhile
• Artisan Global Opportunities Fund Q4 2024 Commentary
• 3 Reasons Why It May Be A Mid-Cap Sweet Spot
• EPI: Tariffs, Ebbing Economic Growth, And AI Are Threats (Rating Downgrade)
• Will Positive Stock-Bond Correlations Fade Due To Sticky Inflation?
• VTIP: Short-Term Treasury TIPs, Inflation-Protected Dividends, Peer Outperformance
• Harding Loevner Chinese Equity Q4 2024 Report
• Harding Loevner Global Developed Markets Equity Q4 2024 Report
• GUSA: Nothing Special About This 1000-Stock Large Cap ETF
• The Reserve Bank Of Australia Highlights Inflation And Trade Risk In Hawkish February Cut
• SPXT: S&P 500 Ex-Tech Is Unpopular For Good Reason
• EMF: Don't Ignore The Risks Of This Fund's Chinese Exposure
• Beyond Large Caps: Exploring The S&P MidCap 400 And S&P SmallCap 600
• VT: Policy Divergence Could Drive Rare Outperformance
• AI Gold Rush: Who Wins The Battle For Compute, Capital And Open-Source Dominance?
• IVOV Compared To Other Mid-Cap Value ETFs
• SCHD: Buying Opportunity Knocking At The Front Door Again
• Total Return Breakouts: 3 Tariff Trades As China, Value, And Financial Stocks Move Higher
• Commodity Exposure Through The PDBC ETF
• EWT: Coming Out Of A Slump
• CONY: 150% Yield Not Enough To Buy This Coinbase ETF
• TLTW: DOGE Cuts May Benefit Bonds
• Harding Loevner Global Small Companies Equity Q4 2024 Report
• QQQ Vs. QQQM: You'll Be In For The Long Run, Hold QQQM
• Harding Loevner International Developed Markets Equity Q4 2024 Report
• Harding Loevner Frontier Emerging Markets Equity Q4 2024 Report
• Harding Loevner International Small Companies Equity Q4 2024 Report
• CRF: Reinvestment At NAV Works To Your Benefit
• Harding Loevner Global Equity ADR Q4 2024 Report
• VTEC Or NCA: Picking A California Muni Bond Fund
• Harding Loevner International Equity ADR Q4 2024 Report
• Harding Loevner Emerging Markets Equity Q4 2024 Report
• NVDY: This Is The Play Into NVIDIA Earnings Next Week
• LGLV: A Tactical Play For Low-Volatility Exposure With Growth Potential
• Unlocking Opportunities: The Rise Of Private Equity Co Investments In Today's Market
• NVDY: Recent Performance Shows An Unfavorable Risk-Reward Profile For Most Income Investors
• Harding Loevner International Equity Q4 2024 Report
• January 2025 Investment Update
• STEW: Another Distribution Bump For This Year
• BIZD: Attractive Double-Digit Yields For Income Investors
• Understanding The Fluctuations Of China Share Prices: Insights And Trends For Investors
• Maybe Time To Consider International Equities
• IWM: Small Caps Need Something Radical, Enter DOGE
• CGDV: 2025 Could Be One Of Its Best Years Amid Earnings Growth, Cheap Valuation
• TSPY Vs. ISPY: Advantages Of Active Management In Options Trading
• SPXL: The Market-Beating Strategy For Positive Risk-Adjusted Returns
• FSTA: Consumer Staples Dashboard For February
• May Be Time To Consider International Equities
• Risks To Be Aware Of When Investing In Closed-End Funds
• Parnassus Fixed Income Fund Q4 And 2024 Annual Investment Commentary
• ERC: A Reasonable Option If You Even Want Bonds In A Portfolio
• Parnassus Mid Cap Growth Fund Q4 And 2024 Annual Investment Commentary
• JGLO: High-Quality Global ETF With Mixed Returns, Worth Watching
• SOXL: Custom GPUs Are A Risk
• Parnassus Mid Cap Fund Q4 And 2024 Annual Investment Commentary
• VGRO:CA: The Best Of Vanguard In One Canadian ETF
• Parnassus Value Equity Fund Q4 And 2024 Annual Investment Commentary
• Parnassus Growth Equity Fund Q4 And 2024 Annual Investment Commentary
• SEIM: Strong Momentum, But Higher Risk
• Parnassus Core Equity Fund Q4 And Annual 2024 Investment Commentary
• ASGI: Aligned To Benefit From Global Infrastructure Spend
• USMC: A Concentrated Exposure To The U.S. Largest Companies
• JMBS: Mortgages Are Appealing Here
• AMZA: Quiet Market Leadership Continues, Stick With It In 2025
• USXF: A High-Growth ESG ETF With Market-Beating Potential
• CNYA: Will DeepSeek And Tariffs Alter China's Competitiveness?
• MSD: Protected Against Trade Tensions, But Very Expensive
• Technology Has Come A Long Way, Baby, And It's Still Going Strong
• BGH: High Yield, Fully Covered Distribution, But Is It A Buy?
• VIS: Industrials Dashboard For February
• KBE: Regional Banking Sector, Competitive EPS And Double-Digit Growth Projections
• IXJ: Healthcare Sector Dashboard For February
• QYLD: Old And Out Of Style
• KCE: An Attractive Investment Option For Lofty Returns As Capital Markets Poised To Mark New Records
• UTG: Still A Solid Long-Term Holding, But Some Caution To Consider
• FUNL: A Nice Upgrade Over Russell 1000 Value ETFs, So Why Sell?
• PFLD: With Spreads Tight, This Preferred Equity ETF Is No Longer Attractive (Rating Downgrade)
• EWG: German Stocks' Massive Rally Likely To Pause (Rating Downgrade)
• SMH: Thank DeepSeek For Great Buying Opportunity - Breakout Is Almost Here
• 3 Areas I Am Under-Weight For A Trump Presidency
• UAUG: Time To Add Buffer ETFs For Equity Exposure?
• CEF Weekly Review: Explaining Preferred CEFs Double-Digit Gains
• PULS: Showing Relative Advantages
• Janus Henderson Short Duration Flexible Bond Fund Q4 2024 Commentary
• RSPU: Utilities Dashboard For February
• QYLD Vs. SPYI: I Prefer QYLD For 2 Reasons
• Tarrified? Navigating EM Bonds In 2025
• Janus Henderson Responsible International Dividend Fund Q4 2024 Commentary
• Janus Henderson Research Fund Q4 2024 Commentary
• Janus Henderson Overseas ADR Managed Account Q4 2024 Commentary
• FVAL: A High-Tech Value Play With Risky Downside Exposure
• Fallen Angels Take Flight: A Strong Start To 2025
• Investing For Security In Unstable Times: Energy And Supply Chains
• What Do Tariffs Mean For Private Equity?
• Janus Henderson Opportunistic Alpha Managed Account Q4 2024 Commentary
• SMH: Buy For The Long Haul
• Enbridge: Why I Prefer The Preferreds Again, Downgrading Common
• Carbon Countdown
• FDIS: Consumer Discretionary Dashboard For February
• AWF: Well-Covered Distribution, But Low Relative Yield
• JEPI: Losing Its Appeal With This Major Flaw
• SCHD Is So Boring, And Big Changes Are In Store
• How To Find The Best Sector ETFs 1Q25
• RSPT: Technology Dashboard For February
• Beware, JPC Is Not Earning Its Income
• EUFN: European Financials Likely To Deliver Modest Earnings Growth In 2025
• FDIS: Retail Sales 'Holiday Hangover' Highlights Risks To Consumer Spending Outlook
• Gold And Silver Rally: The Sprott Physical Gold And Silver Trust Owns The Metals
• Gold Bull Market Continues Due To Re-Accelerating Inflation
• Janus Henderson Mortgage-Backed Securities ETF Q4 2024 Commentary
• Janus Henderson Mid Cap Value Managed Account Q4 2024 Commentary
• AFK: So Contrarian, It Just Might Work (New Buy Rating)
• Enbridge Inc. (ENB) Q4 2024 Earnings Call Transcript
• How Far Back Should You Backtest?
• Janus Henderson Mid Cap Value Fund Q4 2024 Commentary
• ARKF: Surprisingly Optimistic
• SMH Vs. SOXX: Both Are Attractive But I Prefer SMH
• SCHD: Unique Insights And A Preview For The March 2025 Index Reconstitution
• FLMX: In The Gulf Of Mexican Stocks, This ETF Doesn't Cut It
• SCJ: Japanese Equities Look Intriguing
• VDY:CA: There Is A Better Canadian Dividend Option In XDIV:CA
• Janus Henderson Global Sustainable Equity Fund Q4 2024 Commentary
• Fixed Income Looks Undervalued - Cash In With 13%-Yielding PDI
• Not DIY Investor? Here's Where I Would Invest $80,000 If I Was A Beginner
• Enbridge Inc. 2024 Q4 - Results - Earnings Call Presentation
• A 3-ETF Portfolio That Could Beat A 60/40 Portfolio In Both Total Returns And Income
• 3 Key Aspects That Will Forever Change Your Approach To The Stock Market
• Janus Henderson Global Sustainable Equity (ADR) Managed Account Q4 2024 Commentary
• Janus Henderson Global Select Fund Q4 2024 Commentary
• Janus Henderson Global Research Fund Q4 2024 Commentary
• SMCY: Collecting Income From Super Micro Computer Uncertainty
• Janus Henderson Global Real Estate Fund Q4 2024 Commentary
• Janus Henderson Global Multi-Asset Moderate Managed Account Q4 2024 Commentary
• India's Growth Story: Opportunities Rising Amid Global And Domestic Challenges
• What's Next For Pharmacy Benefit Managers?
• IDMO: A Tactical Play For Short-Term Gains With Long-Term Risks
• TSLL: Lucrative, But Most Suitable For Investors With A Large Risk Appetite
• FLJP: Downside Risks Loom Amid Yen, Tariff Worries
• Janus Henderson Global Multi-Asset Growth Managed Account Q4 2024 Commentary
• Janus Henderson Global Multi-Asset Conservative Managed Account Q4 2024 Commentary
• Data Update 7 For 2025: The End Game In Business
• Benchmarks Are Breaking Investment Management (And That's Our Opportunity)
• Janus Henderson Global Multi-Asset Capital Preservation Managed Account Q4 2024 Commentary
• SMLF: A Measured Approach To Smaller Capitalization Companies
• RING: Gold Knocking On $3000's Door, Stay Long Global Miners
• FDHY: Robust Active High Yield Fund, But Timing Is Not Right
• IGM: Tech Sector's Blistering Growth Outlook Signals Another Year Of Solid Returns
• QQQI Loses 'King Of The Hill' Battle To QDTE (Rating Downgrade)
• Tradeweb Exchange-Traded Funds Update - January 2025
• 5 Closed-End Fund Buys (And A Sell) In The Month Of January 2025
• IDX: Not As Good As EIDO, But Selling Looks Overdone
• FXZ: Materials Dashboard For February
• Portfolio Drift: The Silent Threat To Your Investments
• SPTS: Inflation Is Still Sticky
• PDO Vs. PTY: This Chart Shows Why I Now Prefer PDO
• WDI: Uncertain Outlook Reduces Appeal (Rating Downgrade)
• If Tariffs Have You Worried, Buy IDVO To Hedge Against Trade Wars
• Tariffs Could Make Trading The Bearish Chinese YANG ETF Attractive
• Top Semiconductor Companies To Watch In 2025
• Janus Henderson Global Adaptive Capital Growth Managed Account Q4 2024 Commentary
• Janus Henderson Global Adaptive Capital Appreciation Managed Account Q4 2024 Commentary
• 3 Reasons Why USHY's Yield Could Still Be Attractive Despite Its Low Spread Over IG Bonds
• Janus Henderson Global Adaptive Capital Allocation Managed Account Q4 2024 Commentary
• FLAU: Preferable To EWA, But Not A Good Buy Now
• Janus Henderson Developed World Bond Fund Q4 2024 Commentary
• Beyond The Hype: Why India's Market Is Still A Compelling Bet In 2025
• Navigating A Dynamic Volatility Environment
• BOXX Vs. MUB: 2 Tax-Advantaged ETFs, 2 Very Different Strategies And Portfolios
• XOMO: YieldMax ETF And Put Options My Weapons Of Choice
• Gaming Out ETF Plays For A Manufacturing Comeback
• Jobless claims stay low in latest week
• What's In A Name? From S&P 500 ESG Index To S&P 500 Scored & Screened Index
• Valuations, Bubbles And The Stories We Tell Ourselves
• Trees Do Not Grow To The Sky
• VIG Vs. VOO: VIG At Cheapest Valuation Relative To S&P 500 In 10 Years
• Japanese Equities In 2025: Goldilocks Would Approve
• Janus Henderson Concentrated Growth Managed Account Q4 2024 Commentary
• Janus Henderson Concentrated All Cap Growth Managed Account Q4 2024 Commentary
• Janus Henderson Absolute Return Income Opportunities Fund Q4 2024 Commentary
• IQLT: A Quality-Driven International ETF With Strong Growth Characteristics
• Janus Henderson Triton Fund Q4 2024 Commentary
• KLIP: This Conservative China Covered Call Strategy Has Worked - Reiterate Buy
• EWA: Like Bull Case For Australia, As Country Stays Out Of President Trump's Crosshairs
• BTCY:CA - Earn Yield On Your Digital Gold
• Janus Henderson Multi-Sector Income Fund Q4 2024 Commentary
• Sell Equities, Buy Municipal Debt At A 7.21% Discount With Nuveen California Select Tax-Free Income Portfolio
• In Defense Of Adaptive Asset Allocation
• This One Fatal Flaw Keeps SCHD From My Portfolio
• SCHG: A Solid Fund With Some Flaws
• HHL:CA: Low Vol, Reduced Worries
• PDI: Buy For The Yield And Flexibility
• IBIT: Playing Bitcoin's Massive Supply Deficit
• FXR: Swapping Quality For Value In The Industrials Sector
• QDTE: Here's Why You Can Trust This 35% Ultra-Yielding Option Income ETF
• Sell Equities, Buy Municipal Debt At A 7.21% Discount With Nuveen California Municipal Value Fund
• Janus Henderson Global Technology And Innovation Fund Q4 2024 Commentary
• Janus Henderson Global Life Sciences Fund Q4 2024 Commentary
• IGA: Good Diversification And Fully-Covered Distribution (Rating Upgrade)
• IMCB: Well-Balanced Mid-Cap ETF
• TIP: Inflation Up, U.S. Fiscal Stability Down
• The Valuation Has Gotten Too High: Sell PDI
• Janus Henderson AAA CLO ETF Q4 2024 Commentary
• SPYD: Somewhat Complementary To SCHD, But I Would Rather Buy REITs
• The GoodHaven Fund 2024 Annual Letter To Shareholders
• Private Markets: As The Ice Breaks
• Global Equity Team Outlook 2025: Has U.S. Exceptionalism Peaked?
• VOO: The Best Way To Stay Invested
• Tilting Toward Climate Resilience
• Owning SPHD Instead Of SPY Gets A Big No, Thanks
• KRE +24%: One Of The Most Unexpected Trends Of 2024 (Rating Upgrade)
• PDI's Yield Exceeding 13% Still Looks Inexpensive As Shares Continue Higher
• The Sound Shore Fund Q4 2024 Letter To Shareholders
• VVR: Great Leveraged Loan CEF, Slightly Expensive Now
• XFLT: Attractive At This Discount (Rating Upgrade)
• QUAL: Tech Heavy, Premium P/E, A Few Chart Question Marks
• Data Update 6 For 2025: From Macro To Micro - The Hurdle Rate Question
• BIZD: A Top 'High Income' ETF For The Rest Of 2025
• EDEN: Denmark ETF Makes Sense Now (New Buy)
• Western Asset US Investment-Grade Credit Sector Q4 2024 Review
• Fidelity Growth Company Fund Q4 2024 Review
• JQUA: A High-Quality ETF Poised For Long-Term Outperformance
• BGH: I Like This Barings Global Bond CEF, But The Valuation Is Too Rich
• IDGT: Concentrated ETF In Internet Infrastructure
• UTES: This Could Change Everything (Downgrade)
• SMCY Is A High-Risk, High-Reward Bet On AI
• HQL: Attractive Valuation, Aligned To Benefit From Aging Gen X
• Understanding BNDX Through Recent U.S. Economic Updates
• Increased M&A Activity Could Support The IJH ETF
• ITA: Blistering Aerospace And Defense Outlook Offers A Buying Opportunity
• PDP: Challenging Times For This Momentum-Focused ETF
• SPE: Discount To NAV Normalized; Downgrade To Hold
• NLR: Valuations Seem Overstretched Now
• VNQ: Oh, How The Tables Have Turned In 2025
• Moat Stocks Outperform Amid AI Turmoil
• XLI: Industrials Sector's Earnings Growth Power Is Likely To Drive Healthy Returns
• Top Robotics Companies Transforming The Industry In 2025
• ADX: A Story Of High Yields And Outperformance
• The Potential Portfolio Impact Of Trump Policies And Tariffs
• CII: Attractive Valuation With Solid Dividend Coverage
• PICK: Amid Tariffs, A Macro Tide Shift Favors This Resource-Focused Fund (Rating Upgrade)
• U.S. Equity Quality Dividend And Adaptive Risk Management With KVLE
• Smart Savings: How AI Is Helping Companies Do More With Less
• How Are Active Equity Managers Positioning Portfolios For Increased U.S. Import Tariffs?
• JTEK: A High-Growth Tech ETF With Higher Risks
• SOXX: What DeepSeek And Tariffs On China Mean For The Semiconductor Industry's Future
• Not In Love With EPS
• IDU: I Like The Utilities Sector At This Juncture (Rating Upgrade)
• UPGD: For Now, No Meaningful Achievements With The New Strategy
• DGRO: A Defensive ETF For A Shifting Market Environment
• CCEF: Significant Diversification And Decent Results So Far
• HUSV: Low Volatility ETF Lagging Its Peers
• Tweaking Our Views Yet Staying Risk On
• An Update On The PICK ETF With U.S. Tariffs On Steel And Aluminum
• Choose Your Tactical Asset Allocation Strategy Carefully
• AIQ: Sustaining The Current Uptrend With Higher AI Adoption & Spending
• CRBN: An Inhospitable Climate For Global ESG Investing Makes This A Hold At Best
• SCHG: Sell Strength
• AMDY And AMD: Collecting Income From The Market's Mispricing
• JBBB: Buy Investment-Grade Obligations, Get Paid More Than High Yield
• Time For A Strategic Shift
• AWP: Avoid This CEF Despite 12% Distribution Rate
• DFP: Hard To Make A Case For This Preferred Fund
• SGOV Vs. SHV: 3 Reasons Why I Use SGOV To Park Cash
• ETY: Solid Performance And Monthly Distribution
• FTC: AlphaDEX Strategy Does Not Work For Large-Cap Growth ETFs
• Data Update 5 For 2025: It's A Small World, After All
• OBIL: The Case For 12-Month Treasury Bills
• PTF: High-Growth Momentum ETF With Elevated Risk And Valuation Concerns
• FNDE: One Of The Best Performing Emerging Markets ETFs, But Too Much China
• GPIQ: A 10% Tech Yield And Upside Potential
• BRW: Experiencing NAV Decay And Questionable Dividend Coverage
• EICB: Bursting Above Par, Now A Hold (Rating Downgrade)
• SPGP: The Broadening Theme Benefits This GARP ETF
• VNQ: REIT Discussion Reveals A Small Position Is All You Need In A Diversified Portfolio
• DWAS: A Small-Cap Momentum Fund Lagging Peers
• HQH: Improved Fundamentals, Strong Dividend Support
• PAXS: A Tad Cautious About Its Interim Strategy
• 3 Charts On VWO That Help Me Invest In Emerging Markets
• CGGR's Investment Approach Can Win Again In Growth Category In 2025
• VEQT: Putting All Your Eggs In One Basket
• SDVD: 8.5% Yield, Good Fundamentals, And A Red Flag
• NUW: Discounted Tax-Free Diversified Municipal Bond Opportunity
• My QYLD Pair Trade Hasn't Delivered Much, But I Won't Be Switching To QQCC
• BANX: 8.5% Income Yield, Fully Covered Distribution, But Is It A Buy?
• GPIQ: One Of The Best Constructed Covered-Call Funds For 2025
• AMLP Vs. MLPX: Which Investment Is Superior?
• TMFS Vs. VBK: Motley Fool SCG ETF  Holding Its Own
• UTG: Still Reasonably Valued Despite Recent Price Run
• MOAT: Great Concept, But Inadequate Implementation Delivers Negative Alpha
• Global X U.S. Infrastructure Development ETF On The Buy Track
• CNBS Is A New Opportunity For Cannabis Investors
• CLOA ETF: Another Great Risk-Off, Yet High-Yielding Instrument
• TMFM: An Underperforming Active Stock Picking Fund
• GTEK: Mega-Caps' Absence A Dealbreaker For This Beleaguered ETF In The Short Term
• QTUM: The Only Way I'd Touch Quantum
• RYLD: Ideal Scenario For Small Cap Covered Call ETF
• GDLC: Cautious Due To Trump's Tariffs
• Priority Income Fund: Series K Preferred, Not As Attractive As You Might Think - 7.9% Yield
• PAVE: Macro Factors Point To Upside In 2025 (Rating Upgrade)
• UBT: Leveraged Exposure To 20-Year Treasuries Would Be Unwise Now
• SABA: Saba Capital's New Fund Is Preferred For More Volatile Times Ahead
• Enbridge: Well-Rounded To Maintain Stellar Dividend Yield
• CEF Weekly Review: CLO Equity CEFs Put Up Varying Performance
• Why Retirees Don't Need A Bond Allocation
• XLRE: Yields Have Eased, It's Time To Consider Real Estate Stocks
• ETF Investing Ideas For A Soft Landing In 2025
• MLPX: Great Fund, Not So Great Price
• S&P High Yield Dividend Aristocrats Welcomes 18 New Members In The Latest Reconstitution
• 2024 Is Over - What Are We Seeing For 2025?
• Siegel On Challenges For The S&P 500 Index Returns: Why 2025 May Be The Year For Selling Options
• BANX: Continuing To Deliver Solid Income To Investors
• Sell XEQT:CA As JEPI:CA Comes To Canada
• Our Real-Life Market-Beating U.S. Stock Portfolio, Ten Years After
• FSZ: Outperforming EWL, And The Macros Don't Look Too Shabby Either
• ENCC:CA: An Intriguing Income-Focused ETF Leveraging Canadian Crude Oil Prices
• PTIR: A Tactical Complement To A Palantir Holding
• Covered Call ETFs And Taxes: What You Need To Know
• Mobility: Driving The Next Era Of Transportation
• Model Portfolio For Capital Appreciation, February 2025
• PFL: Good Yield, But Inflation Remains A Real Risk For Bond Funds
• Transportation ETFs: Tariffs Take The Wheel
• Inflection Points: Back In The High Life Again
• Trade War Tactics: How I'm Protecting My Life Savings From The Worst Case Scenario
• DeepSeek: The ChatGPT Moment For China's Internet Companies
• URTH: How Will Tariffs (Truly) Impact Global Stock Markets
• S&P 500 Dividend Aristocrats Rebalance: Erie Indemnity Company, Eversource Energy And FactSet Research Systems Are The Latest Additions
• Shareholder Yield: Explaining The WisdomTree U.S. Value Fund Outperformance
• GSEW: Value And Diversification
• India Budget Proposes One Of The Largest Tax Cuts In Decades
• Did Real Assets Provide An Inflation Hedge When Investors Needed It Most?
• VEA: Pair Developed Markets With Emerging Markets For Enhanced Risk Adjusted Returns
• FTSE Blossom Goes Global
• PEY: Reconstitution Could Make This ETF More Effective During Market Slowdown
• SFLO: Top Of Its Class Small Cap Free Cash Flow ETF
• EWUS Has Its Flaws, But Not A Bad Bet
• EFR: Overpriced Leveraged Loan CEF (Rating Downgrade)
• GRNY: Intriguing Fund Startup But Too Soon To Pass Judgment
• FNY: Dynamic Mid Cap Growth ETF Designed To Pick Low Quality Stocks
• FPX: An IPOs ETF Facing A Tough Comparison To Growth-Oriented ETFs
• SPHB: Not The Right Time For High Beta Equities
• BST: Collecting Income From Tech At An Attractive Valuation
• Concentrated Stock Positions: High Rewards, Higher Risks - What To Know Before Betting Big On One Stock
• PCQ: Safe Income And Appealing Capital Appreciation Potential
• ARK Innovation: Its Latest Ebbs And Flows Assessed
• The JETS ETF: Airline Stock Could Take Off In 2025
• EWU: The Bank of England Cuts Rates To Support Growth, Downplays Inflation
• The Golden Age Of Customized AI Chips
• PBDC: Investigating The Source Of Outperformance
• EZBC: Sovereign Wealth Fund Deep Dive
• FYT: Good Fundamentals, But Some Competitors Are More Compelling
• PPA: Ride The Bullish Momentum As Geopolitical Tensions Persist
• XYLD: Extracting Income From S&P 500 Exposure
• APAC Market Outlook 2025: Global Influences, Regional Opportunities
• SPHQ: Strong On Quality, Slightly Weaker On Growth
• Q1 2025 Style Ratings For ETFs And Mutual Funds
• XDTE: Roundhill Has Proven Its Strategy Works
• PTY: Opportunities Can Be Pricey, But Worthwhile
• OAKM: Quality And Value Heavy Large-Cap ETF, Worth Monitoring
• QQQI: This Is One Of The Best Constructed Income Funds For 2025
• Tariff Tempest: How Savvy Investors Can Ride Out The Trade War Storm
• HYEM: Tightening Spreads, Rising Risks
• FENY: Energy Stocks Sputtering To Start 2025, Weak Oil Prices Amid Trade Wars
• CGO: U.S. Dollar And Economic Strength Could Drag On Foreign Stocks
• 3 Emotion Driven Investment Mistakes - And How To Fix Them
• VBF: Revisiting This Investment Grade Bond CEF, 5.3% Yield
• AVMC: Balanced Mid-Cap Blend ETF With Quality And Value Tilts
• ARKQ: The Robotics Rally Stalls, But Broad Bullish Trends In Place
• VWO: Emerging Markets Are Good And So Is This Fund
• ZDV Exposed To Energy Tariffs And Potential Canadian Banking Problems
• Out Of The Frying Pan And Into The Fire: Selling A Highly Appreciated Stock Without Paying Taxes?
• PRFRX Vs. FFRHX: Take Your Pick Between These Bank Loan Funds
• ENCL:CA: Canadian Oil Tariffs Not Likely To Impede This Attractive Dividend Yield
• FBTC: Bitcoin Is About To Enter 'Beast Mode'
• UTEN: The Case Against 10-Year Treasuries
• THQ: Improved Performance But Trades At Fair Value
• Tariffs Are Here: What Does That Mean For Private Equity?
• Private Equity Flows To Advanced Nuclear Companies Hit Record High In 2024
• HYS: Beating The Benchmark, Yet Uncompelling
• RIET: Delivering Yield And Broader Diversification To A REIT Portfolio
• Why ARKW Will Dominate QQQ In 2025, Driven By Trump's Bitcoin Policies
• PDI: Buy For A Double-Digit Yield And You May Even Beat The S&P 500
• MSOS: High Risk/Reward On The Cannabis Market
• SDIV: When Chasing Yield Leads To Falling Knives
• Assessing The Factors Driving Technology Investments
• CleanTech: Critical To Energy Security
• J.P. Morgan Healthcare Conference 2025: Healthcare's Roadmap For The Year Ahead
• SVOL: Questionable Changes In Holdings Add Too Much Risk (Rating Downgrade)
• Locally Sourced But Globally Minded
• Harvesting Foreign Exchange Risk Premia
• New Uranium ETF Just Launched
• XLE: Cash Flow Will Remain Strong, But This Earnings Cycle Is Likely Ending
• JAAA: Haven In The Tariff Storm
• EMD: High-Yield Income From Emerging Market Debt And Should Be Tariff Resistant
• I Do Not Want My Future To Depend On Another AI Bot
• VPU: The Vanguard Utilities Index Fund Offers Stability And A Nice Yield
• AI Infrastructure: Laying The Groundwork
• CEF Insights: Finding Income & Stability With Senior Loans
• Did DeepSeek Burst The Bubbles In Nvidia And Stock Market?
• Beyond The Hype: Do Hedge Funds Deliver Value?
• January AAII Asset Allocation Survey: Cash Allocations Increase
• Monthly Newsletter - January 2025
• PFO: No Real Advantages Over Peers
• ETJ: A Monthly Distribution And Hedge Strategy, But With Mixed Results
• BIGZ: Unfavorable Conditions But Could Be Time To Accumulate
• BLOK: Context Evolving From Regulation To Innovation
• VGLT Is Better Than VCLT For Your Fixed Income Position
• TIP: Tariff Fears Creeping Into Breakeven Inflation Rates
• CEFS: Moving This Risk-On Vehicle To Hold (Rating Downgrade)
• QQQM: 3 Charts That Supposedly Change Your Mind About The Nasdaq
• DIVO: It's Hard To Stand Out In Today's Market
• AI Mega Force Could Be Accelerating
• VFV:CA: Why Now Is Not The Right Time
• YYY: Flawed Approach To Discounted Funds
• EES: Cheap Value Is This Small-Cap Earnings-Weighted Fund's Main Attraction
• NVDL: Patience Required As NVIDIA Shares Fall Amid DeepSeek, Tariff Jitters
• FDN: Picking Stocks With High Internet Revenue
• PBUS: Diversified And Slightly Better Than S&P 500
• Sector Ratings For ETFs And Mutual Funds: Q1 2025
• BGT: Solid Returns But High Fees And High Volatility
• TBT: Inverse Bond Exposure Is The Key Hedge To My Trump Portfolio
• AEF: An Upcoming Tender Offer And Distribution Increase For This Emerging Markets Equity Fund
• KWT- Potentially Brighter Days Ahead
• EELV: Less Volatility And Strong Outperformance Potential
• SPUU Ongoing Decay And Leveraged ETFs Monthly Watchlist
• PTY: Priced For Perfection, But It Isn't Perfect
• IGV: A Fund Safe From The Storms
• EDF: Expensive Compared To Peers And Strong U.S. Dollar Reduces Gain Potential
• Duopoly Discount: Lowe's Is A Better Deal Than Home Depot For DCA Investors
• Beyond to buy rights to Buy Buy Baby brand and reunite it with Bed Bath & Beyond
• SPLG: S&P 500 Dashboard For February
• TMFS: A High-Quality SMID Growth Play, Yet Underachieving In Multiple Aspects--A Hold
• GAB: 5 Reasons Why I Would Avoid This CEF
• FDVV Vs. SCHD: One Is Better For Income & One Is Better For Growth
• CASH:CA, My Go-To Choice For High Interest And Liquidity
• BTCI: A Smarter Way To Hold Bitcoin For Income And Growth
• PDO: Despite Risks, Big Yield, Small Premium Attractive
• EWZ: Fiscal Crisis And Trump - Brazil Under Pressure (Rating Downgrade)
• JEPQ: No Longer That Attractive
• Q1 2025 Capital Markets Outlook
• SGDJ: Gold Stocks Still Ridiculously Cheap, Juniors Are Cheaper
• SPEM: High Risk, Weak Growth, And Less Compelling Opportunities
• Don't Forget International Equity: European Equity Starts To Stir; International Annual Returns
• EIPI: Innovative MLP Fund From First Trust, 6.8% Yield
• FNDX: Fundamentals Leading To Attractive Valuation, But Not The Best Returns
• GOF: The Future Of Interest Rates Can Make Or Break This Fund
• Buy LTPZ Because TIPS Are Attractive Now
• SDIV: This Global Dividend Paying Equity Fund Acts Like An Annuity, Yields 11%
• ETY: Nearly 8% Income Yield, Long-Term Growth, But Expensive
• ARKVX: A Venture Capital Fund For Investors: Questions Exist
• FEP: A Highly Expensive Factor ETF, Misaligned With The Needs Of Those Investing In Europe
• EXG: Solid CEF Offering Global Exposure And Monthly Dividend
• Why XDTE Stands Out Among Covered Call ETFs
• STK: Premium-To-NAV Normalized
• DVAL: Quality Isn't Enough To Be The Best Value ETF
• XLV: With Relative Strength In January And Compelling Valuation, Health Care Earnings On Tap
• Finding Growth In U.S. Stocks Beyond The Technology Sector
• FCTR: A Rotating Strategy Going In Circles
• SMH: Don't Let This Buying Opportunity Go To Waste
• SOXX: The Impact Of New Chinese AI On Semiconductor ETF Valuation
• IWMI: High Current Income And Some Downside Protection From Russell 2000 Options
• USD: Capitalizing On AI And Semiconductor Growth With 2x Leverage
• Why Bother With Defensive Equities During The New Trump Era?
• CEF Weekly Review: BlackRock And Saba Reach Standstill Agreement
• GAM: A Value-Oriented Fund With A Strong Performance History
• AIRR: An Industrial ETF You Should Consider
• ESG: An ESG ETF Including Oil Companies
• If I Had To Invest $50,000 In The Top 10 F&B Dividend Growth Stocks
• SPYT: Generating Income From S&P 500 Exposure
• SVOL: Double-Digit Yield And Likely To Outperform
• NKX: Not The Fund I'd Select For Californian Muni Exposure
• PBDC: An Active BDC ETF Worth Considering
• QQCL:CA: The Benefit Of Using Leverage On Covered Call ETFs
• LTCN: Bye Bye, Litecoin Premium (Rating Upgrade)
• TFLO: Strong Cash ETF, Marginally Higher Yield Than T-Bills
• IGEB: Systematic Investment Grade Bond Fund From BlackRock
• ETHT: It Does What It Says On The Tin (Just Read The Fine Print)
• SPYT: When NAV Erosion Undermines An Essentially Sound Options Strategy
• Strategies For Growing Income In 2025 - Part 2
• DRUP: A High Quality Disruptive Innovation ETF Worth Watching
• NUSI: 7%+ Yield On NASDAQ Options
• Asset Allocation Outlook: Our 2025 Asset Allocation Playbook
• XLV: Buy Diversity And Growth
• Equity Investing Heading Into A Second Trump Administration
• VFQY: A Higher-Risk Fund With Limited Upside Potential
• Market Experts Take A Deep Dive Into DeepSeek
• Talmud Investing With ETFs
• XDTE Vs. SPYT, Which 0DTE ETF To Pick?
• Do Active Funds Outperform In Less-Efficient Markets?
• ICVT: Mind The Bitcoin Exposure In This Converts Fund
• CALF: Good Fund Just Shy Of Great
• WTV: Big Shareholder Yield, High Momentum, Low-Risk Measures
• MLPX: Political And Economic Trends Are Aligned For A Bull Run
• YBTC: 45% Annual Yields Paid Weekly, But Beware The Risks
• Enbridge: Time To Take Some Profit
• NVDU: Providing Leverage To Nvidia, A Hot Tech Stock That Has Corrected
• ENZL: Macros Are In Bad Shape, And Valuations Look Unsavory
• PLTY: Palantir-Linked ETF Follows YieldMax Script But Won't Prevent Big Loss
• FTXO: Curating Top U.S. Banks
• VOE: Average Historical Return, But Good Dividend Growth
• DES: A Dividend ETF Struggling To Keep Up With The Overall Small-Cap Segment
• LSGR Vs. IWF: Which Is The Better Alpha Generator?
• Under-The-Radar Opportunities In ETFs
• WGMI: Buy The DeepSeek Meltdown?
• AOD: Diversifying Your Income With Slight Global Exposure
• IEUS: European Small Caps, Low P/E, High Projected EPS, Strong 2025 Momentum
• Why I'm Passing On The YieldMax COIN Option Income Strategy ETF And Its 81.57% Distribution Yield
• Why I Am Not A Big Fan Of YMAX ETF
• PAI: Robust Corporate Bond CEF, But Spreads Are Too Low
• SLYG: High-Growth ETF Prioritizing Small-Cap Exposure
• IYJ: Industrials A Buy Despite Currency Headwinds
• XHB: The Homebuilders Are Poised To Rebound In 2025 On Housing Market Recovery
• Instead Of TLTW, I Chose This Strategy For Better Leverage On TLT
• XBI: Diverse Holding Amid Strong Catalysts, Buy
• XEQT:CA: Strengthening Your Core
• SPLV: A Defensive ETF With Short-Term Potential But Long-Term Limitations
• VXF: Small And Mid-Cap Looks Promising In 2025
• Analyzing The Historical Performance Of The S&P Quality FCF Aristocrats Indices Across Macroeconomic Environments
• AIYY: Risk Of Diminishing Income
• GDV: Solid Performance And Consistent Monthly Dividends
• GFLW: High-Quality Debutant In FCF ETF Arena, Worth Watching
• RDTE: Small Caps And Income Are 2 Of My Favorite Things
• PDX: Still In The Driver's Seat Even After Venture Global's IPO Bust
• EPS: Value ETF With An Aftertaste Of Growth
• SRVR ETF: Benefiting From Data Center Growth
• JEPI: A Strong ETF Pick For 2025
• SOXL: A Buying Opportunity Emerges Amid DeepSeek Panic
• BGY: Strong Dollar Weighs On International Markets, But Don't Ignore Them
• PDO: An Excellent Wealth Building Vehicle Poised To Benefit From Rate Cuts
• DeepSeek's Disruption: The Impact On Nvidia And The Semiconductor Industry
• SCHD: Poised To Benefit From The DeepSeek Panic
• IDV: ETF With A 6% Yield And Sinking Value
• Invest In The Digital Assets Transformation
• PYPY: PayPal ETF's 48% Yield Likely A Mirage For Buyers
• DFLV: Why Dimensional's Large Cap Value ETF Disappoints
• Oxford Lane Capital Still A Buy After Earnings, Regardless Of Interest Rate Moves
• Fidelity Mid Cap Value Fund Worth Its Higher Fees: Rated Buy For MCV Exposure
• FNGG: Climate Not Right For Swap-Based Leverage
• Big Banks And Sustainability: What's The Real Story?
• Asset Allocation Committee Outlook 1Q 2025
• 2025 Semiconductor Outlook: Investor Roadmap
• JPLD: Strong Bond Fund From JPMorgan With A 2-Year Duration
• Eagle Point Credit: Pricing Improves And CLOs Remain Hot (Rating Upgrade)
• The iM Seasonal Multi-Sector Investment Strategy
• Don't Give Up On BDCs In 2025
• BSL: A Discounted CEF Aligned With Higher-For-Longer Interest Rates
• BUCK The Trend 2.0: Seek Attractive Yields Without Chasing Credit Risk
• From Underperformance To Opportunity: Biotech's Case For 2025
• 5 Questions To Ask About Quality In Equity Portfolios
• JAAA Vs. LQDH: Which Is Best For Income Investors And Retirees
• Looking Back At Equity Factors In Q4 2024 With WisdomTree
• FDMO: A Short-Term Play With Long-Term Challenges
• XHB: 7% Mortgage Rates Are No Problem For Rebounding Homebuilders
• Market Reactions To The DeepSeek Market Sell-Off
• VIG: Going On 12 Years Of Raising Dividends
• PBW: Stay Away From This ETF
• Introducing The S&P Commodity Risk Premia Diversifier TCA Index
• EVT: A Solid Yielding CEF Trading With A Tax Friendly Investment Strategy
• What Does The DBEU ETF Have To Do With China, And How Could DeepSeek Influence Its Price
• SYLD: A Fund To Hold For The Coming Decade
• ETJ: Solid Fund For Retired Investors During Bull Markets
• AMZY: No Longer An Attractive Entry Point (Rating Downgrade)
• XLC: 2025 Could Be Third Consecutive Year Of Lofty Return For Communication Services Sector
• TSLY: A Better Deal Now More Than Ever Before
• XBIL: The Right Exposure, But There Are Better Options
• URNM: The Supply-Demand Situation Is Still Attractive For Uranium Equities
• FDVV: This ETF Is Not What I Expected
• NRO: This Real Estate Fund Is Worth Considering, But Don't Ignore The Risks
• AIRR: Will Trump's Presidency Boost This ETF's Prospects?
• RISR: Alternative Income ETF, Negative Duration, Strong Performance Track-Record
• Tesla Stock Is Trading Within The Price Range For Major TSLY ETF Outperformance
• CCIA: Overpriced CEF Term Preferred Security
• JEPQ Vs. JEPI: Why We Now Prefer JEPQ
• The SSO ETF Provides Leverage: The Trend Is Always Your Best Friend
• JPC Review And What Lies Behind The 10% Distribution Yield
• DIA: Monday's Stock Market Highlights Beauty Of The Dow 30 (Rating Upgrade)
• NIE: Quarterly Update On An Excellent Equity And Convertible Fund
• SDY: Poor Performance And Low Yield Make Alternatives More Appealing
• Navigating Investment Themes For 2025
• YINN: Bullish Amid Economic Recovery
• VYM: An ETF Outperformance Candidate For 2025
• XIC:CA: A Tactical Play In Canadian Equities With Diversification And Low Costs
• YBIT Vs. BTCI: Don't Get Baited By High Yields
• MGK: A DeepSeek Re-Evaluation
• GAMCO Natural Resource Gold & Income Trust - A High Yield With Gold Exposure Sounds A Bit Too Good To Be True
• Two Complementary Strategies Create A Better Core
• U.S. Earnings Key For Our Overweight
• XEQT:CA: A Poor Way For Canadians To Invest
• iShares Bitcoin Trust: Bitcoin Volatility Likely To Go Down Over Long-Term
• NFLY: Why Now's The Time For The Netflix Covered Call ETF To Shine
• VDE: A Reasonable ETF For The Expected Energy Rebound Under The New Trump Administration
• IUSG: An ETF With A Measured Approach To Growth
• IAI: Time To Shift Financial Exposures
• DDIV: Substantial Losses Possible For This High Fee Momentum Plus Dividend ETF
• QGRO: Sophisticated Growth ETF With Average Return
• VTV Vs. AVLV: Large-Cap Value Showdown Indicates AVLV Has A Slight Edge
• FBCG: Strong Historical Returns But High Volatility And Fees
• PMX: Has Been Falling Short, Which I Expect To Continue In 2025 (Rating Downgrade)
• NFLY: Collecting Income Where Not Usually Possible
• DGRO: My Favorite Dividend Midfield Play For 2025
• SCAP For Monthly Income And Growth
• FTXL: DeepSeek Unlikely To Harm U.S. Semiconductor Stocks, But Valuations Might
• EIRL: Selling May Abate In The Short Term, But Risks Remain
• MAGS: The DeepSeek Crash Is A Warning Flag For Big Tech
• Emerging Energy Crisis On Top Of Deeper Problems Suggest VGK ETF Is Floating On Market Complacency
• DSU: Wait For Discount To NAV Before Buying
• A Comprehensive Analysis On U.S. SCV Funds Reveals Why AVUV Is The Best Option
• IDE: This High-Yielding Fund Is Better Than The Market Thinks
• CGBL: Simple Active Balanced ETF With An Uncompelling Investment Thesis
• PBP: Don't Get Hypnotized By This 9% Yield
• MSTY: Harvesting Potential Triple-Digit Yields From Leveraged Bitcoin
• IWY: A Great ETF To Capitalize On The Bull Run In 2025
• MSTU: A Great Fund If You Like Bitcoin To Go Higher
• NORW: Improving Macros, Cheap Valuations, And Favorable Charts (Rating Upgrade)
• Tech-Enabled Health: Revolutionizing The Standard Of Care
• LDP: A Preferred Stock Fund That Deserves Its Name
• PGJ: High Volatility And Structural Challenges Ahead
• SCHR: Low Fees For Intermediate-Term Exposure
• HYBI: A Pass For Now
• EXG: This Global Equity Income Fund Increased Monthly Distributions, Now Yields 9%+
• PAXS Is Still A Worthy Credit Opportunity
• MGV: Mega Caps Exposure With Below-Average Volatility
• Plaza Retail REIT: An Appealing Yield From A Grocery-Anchored REIT
• RECS: The High Achiever Deserves An Upgrade
• XONE: Target The 1-Year Node In The Yield Curve, 4.3% Yield
• FDSVX Vs. SPYG: Funds Get A Split Decision, But Both Are Buys
• HTD: Continuing To Deliver Solid Monthly Distributions
• QQQX: 8% Plus Income Yield, Decent Discount, And Long-Term Growth
• HMAX:CA: Betting On Canadian Financials Successfully Surmounting A Tariff Threat
• EINC: Largely Under The Radar And Among The Cheapest
• CVMC: Calvert's ESG Mid-Cap Core ETF Has Room For Improvement
• CEF Weekly Review: Dilution Dissection In Rights Offerings
• MSTY: 100% Dividend Yield Could Be Sustained Moving Forward
• 5 Best CEFs This Month For Nearly 10% Yield (January 2025)
• ARKG: Eyeing Favorable Macro 2025 Turns, Encouraging Momentum Trends
• SDY: A Reliable Dividend Income Fund With Trade-Offs In Growth
• 2024 Was Another Good Year For Our Portfolio Performance
• What Trump's Policies May Mean For The Markets And Economy
• Trending Funds With High Yield - SPHY Yielding 7.7%
• PBDC Vs. BIZD: Looking For The Superior Investment
• MAGS: A Simple Way To Get Mag 7 Exposure
• BKT: I See A Buy Case For Agency MBS In The Year Ahead (Rating Upgrade)
• MSTY: A 102% Distribution Rate That Doesn't Look Bad
• Private Equity And Rates, Part II: Do Rates Really Matter For Private Equity?
• EWZ: Wrong, Right, And Real In Emerging Markets
• EVT: Offering Some Diversification To An American Equity Portfolio
• Combine QQQ With This ETF To Get The Best Risk-Adjusted Returns
• ICSH: A Decent Alternative To FLOT
• BUL: Excellent Fundamentals, Yet Unconvincing Track Record
• AGG: Gold Is Signaling A Debt Crisis In Bonds
• Emerging Markets: Navigating Q4 Volatility And Challenges
• TSLY: Better To Stay Away
• IWM, Small-Cap Stocks Face A Rocky Road Ahead
• YTSL:CA: 12% Yield Can Offer Downside Protection For Tesla Stock Ahead Of Q4 Earnings
• NEOS Nasdaq-100® Hedged Equity Income ETF declares $0.1931 dividend
• Escaping Stock Market Double Hell
• How I Am Using SCHD To Plan For My Early Retirement
• IWY: Growth Fund's Fatal Flaw For Today's Market
• IEI: The Prospects Don't Justify The Fees Right Now
• JEPI: The Smarter Choice Over XYLD For High-Yield Income
• JOET: Inspecting CNBC Star Joe Terranova's Momentum ETF
• DIVO: Hard To Create A Case For Income Investors, Who Seek Covered-Call Exposure
• JEPQ: How To Get The Least Out Of The Nasdaq By Seeking Income, Finding Underperformance
• AIPI: A Strong Addition To An Income-Based Portfolio
• SPXS: S&P 500 Remains Expensive Relative To U.S. And International Alternatives
• PULS: Uncompelling At The Current Spreads (Rating Downgrade)
• IJH: A Balanced Opportunity On Mid-Cap Growth Amid Economic Expansion
• Corporate Hybrids Take The World Stage - Revisited
• Do Valuations Predict Long-Term Returns? Examining U.S. Equities Through Various Size And Style Indices
• How To Invest In Emerging Market Equities As New U.S. Policies Bite
• Enbridge Vs. Suncor: The E&P Bests The Pipeline
• RNP: Outperforms Peers Despite Unfavorable Conditions
• KMLM: Interest Rate Shifts And Election Impacts
• Elevate Your U.S. Equity Allocation With WTV And QGRW
• Carbon Markets In 2025: Top 5 Developments To Watch
• Navigating Earnings Season: Margins For Error
• SDY: Why You Should Avoid These High Yield Dividend Aristocrats
• My Top 10 Closed-End Fund Holdings: January 2025
• BSMC: New Small Value ETF Lagging Its Peers
• SPY: Earnings And Rate Uncertainties Ahead, Options Can Help
• Top 3 Sectors To Buy On 2025 Guidance
• GOF: Enough Is Enough With The Premium, I'm Out (Downgrade)
• Trump's Tariff Talk Is Creating Market Headwinds, But Are There Opportunities Overseas?
• GSG For 2025: Diversified Commodity Exposure
• Futures, ETFs, Or Physicals: How To Choose The Right Implementation Instrument
• Multi-Asset 2025 Outlook: Expanding Horizons
• QQCC:CA: Canada's QYLD But Better
• Elevated Yields Spark Fallen Angels' Appeal
• NVDY: Its 6-Month Outperformance Could Be Overturned Soon, A Complete Analysis
• PIMCO CEF Update: The Hammer Comes Down On RCS And PCM
• India: A Structural Growth Story. But Have Valuations Run Ahead?
• EMO: Another Midstream Energy CEF To Consider In 2025
• EWW: Uncertainty Priced In
• CEF Insights: The Case For Convertibles & High Yield
• How Green Economy Exposure Can Help To Diversify Your Portfolio
• CLM: This 15% Yielder Is Not On Sale, But It's Still A Buy
• XONE: 1-Year Duration UST ETF Is Alternative To Short-Term CDs
• SCHD: Kick Back And Let The Good Times Roll
• BCUS: A New Growth And Quality ETF
• EMB: Multiple Risks, Low Potential Returns, And Repeat Defaulters
• GOVT: Diversification And A High Yield
• Small-Cap Dividend Growth Advantage
• GSG: Commodity Outlook Is Strong But High Oil Exposure Is A Risk
• HYBB: Reasonable Investment Opportunity, But Better Choices Out There
• ULTY: Look Under The Hood, Don't Fall For The 85% Yield Mirage
• Forgotten Mid- And Small-Cap Dividends
• IUSV: A Cost-Effective Value ETF With Strong Downside Protection And Growth Potential
• DIVZ: Over 3% Expected Yield Plus Solid Risk, Value, And Growth Features
• EOS: Tech-Fueled Rally Delivers, But Possibly Time To Temper Expectations
• Changes In U.S. EV Policy May Not Impact The DRIV ETF
• VGK ETF: Tariffs Don't Matter, European Fate May Be Decided
• ULTY: The Managers Proved Me Wrong (Upgrade)
• The Changes In U.S. Energy Policy Could Impact The BNO ETF Product
• VCR: Consumer Discretionary Sector Dashboard For January
• Secrets To Outperforming QQQ In 2024 Without TMT Exposure
• FXI: China - The Ideal Hedge For A U.S. Equities Portfolio
• IYW: Tech Stocks Due For A Breather
• MIDU: Low Concentration And A Cyclical Tilt To Help Amid Robust U.S. Growth
• XFLT: Rare Setup For 14.3% Yielder
• BALI: Monthly Option Income With Market Growth
• Building A 2025 Portfolio: Inflation Hedges And AI Plays
• Undercovered ETFs: Parking Cash, CLOs, Bonds, Mexico +
• BOE: Diversifying Your Income From Overseas
• 3 Reasons Why VBR (Value Small-Cap) Could Hold Hidden Alpha
• 2025 Year-Ahead U.S. Outlook: Macro, Equities, RMBS, CMBS, And CLO Insights
• If I Could Only Retire With 5 Investments Today
• QDTE: Why I'm Buying This Tax Efficient Ultra-Yielding Weekly Paying JEPQ Rival
• Value Stocks: Why You Might Be Underweight And Unaware
• Can European Stocks Overcome Fallout From 'America First' Agenda?
• YMAX: High Risk With Underperformance
• GRNY: Active Selection In US Stocks Is Prudent
• EBND: A Better Way To Access EM Sovereign Debt
• BITW: Annual 323% Return But A Fund To Avoid
• Equity Factor Report - Q4 2024: Growth And Momentum Take Back Leadership
• MXI: Materials Dashboard For January
• EPOL: Investing In Poland Now Has Compelling Value
• Why It's Not Too Late To Be Bullish On ARGT In 2025
• SOFR: You Can Actually Invest Directly In The Secured Overnight Financing Rate
• Enbridge In The Crossfire: Navigating Tariff Risks And Dividend Stability
• XSW Seems Better Than VGT In The Age Of DOGE
• Corporate Bond Issuance Grows Along With Economic Risks
• Could China Stocks Be The Ultimate Trump Trade?
• Rates, Risk And Relative Value
• EOS: Prudent Performance Metrics And A Strong Yield
• IYW: 2025 Is Likely To Be Another Big Year For Tech Stocks
• SMLV: A Low-Volatility ETF With Limited Appeal
• CHW: Very Solid Performance In The Past Year Makes For A Sustainable 8.78% Yield
• ERH: Deep Discount Remains, Making This An Interesting Choice For Income Investors
• BALI: Efficient Covered Call ETF But Untested History
• The QTUM ETF Is OK - But It May Not Be What You Think It Is
• Look Beyond IG For Defensive Income Investments
• AGQ: An Update On A Leveraged Silver ETF
• SIL: Precious Metals Stocks Stumble Despite Silver And Gold's Rise
• SMLV: Moderate Volatility With Heavy Allocation To Financials
• Passive Funds: The Secret Ingredient To Smarter Active Portfolio Management
• BDJ: Consistent Performance And More Resilient During Market Downturns
• GPIX Vs. SPYI: How To Choose The Right Fund For You
• A Guide To Portfolio Performance Measures
• FUTY: Utilities Dashboard For January
• NML: This Midstream Energy CEF Will Likely Benefit From Tailwinds In 2025
• Fixed Income Investment Outlook Q1 2025
• Short Duration SHYL With 7.2% Yield
• KMLM: Last Year Was Unprofitable; Here's What We Learned
• KIO: Getting Larger (Rating Upgrade)
• FINX: Trump's Return Signals Fintech's Comeback
• EWL: Quality Swiss Blue Chips At A Fair Price
• TBIL Vs. BIL: Here's How To Incorporate Short-Term Treasuries
• DIVB: A Solid Choice For Long-Term Capital Appreciation And Dividend Growth
• UPRO: The Risk-Reward Structure Has Changed (Rating Upgrade)
• XME: The Ideal ETF To Buy For President Trump's Tariff Plans
• QQA: Unique Nasdaq Exposure With High Income Potential
• Private Equity And Rates, Part I: The Theoretical Framework
• PFFA: Best Among Its Preferred Share Peers
• Data Update 2 For 2025: The Party Continued (For U.S. Equities)
• 2025 Investment Landscape: Q&A With Our CIOs
• FIDU: Industrials Dashboard For January
• The Next Big Theme: January 2025
• 2 Reasons Why I'm Buying SCHD Over S&P 500
• SPE And PFO: Two 'Buy' Opportunities Based On Attractive Discounts
• KRE: 2025 Banking Tailwinds, A Value After The Late-2024 Selloff
• REZ: Performance Mostly Driven By Welltower
• QDEF: Heavy IT Concentration Challenges This Fund's 'Defensiveness'
• VGT: The Only One To Hold
• CHAT: Generative AI Stocks Still Look Relatively Attractive
• SCHH: I'm Not A Real Estate Bull In 2025
• A Choppy Start To A Year Of Uncertainties
• ZROZ: Yields Are Just Too High, Reiterating Buy
• Fidelity Founders Fund Has Unique Selection Criteria That Beats SPY
• ETG: Discounted Global Exposure With An Attractive Monthly Distribution
• Navigating The Risks: War, Tariffs, And The Fed's Impact On Emerging Markets In 2025
• NPFD: Don't Overlook The Interest Rate Risk Of This 10%-Yielding CEF
• BUZZ Investing: Markets React To Fed Rate Cut As Renewed Inflation Risks Emerge
• IYF: Consolidation Means A Lot For Banking
• IYH: Healthcare Dashboard For January
• BBMC: Low-Cost Mid-Cap Exposure With A Quality Catch
• FCPI: Providing Diversification While Targeting A High-Inflation Environment
• SCHE: In 2025, I Will Avoid Emerging Markets Unless Something Big Changes
• SHV: High Yield In An Uncertain Environment
• Thanks REIT Bear: $100,000 In A Diversified REIT Portfolio For 2025
• NLR: The Math Matters - Energy Demand And The Need For Scalability Point To Nuclear
• IJS: High Volatility And Limited Growth Potential
• EOI: Consistent Performer But Cautious About Valuation
• JEPQ: Like The Sector Exposures, Dislike The Equity Linked Notes
• UCO: Stay Out At This Price
• High-Yield JEPQ For 2025
• A Big Dividend Snowball Portfolio For Early Retirement
• SPYI Vs. GPIX, The Differences Are Subtle, But Important
• PDO: Nearly 11.5% Income Yield, Small Premium, And Getting Attractive
• AGD: Fully Covering Distribution, But Increasing Domestic Exposure
• VYM: Diversified Dividends For Long-Term Stability
• XNTK: Technology Dashboard For January
• EWW: If History Repeats, Mexico Should Start Rallying This Week
• BAMV: Fundamentals Not Competitive With Low Cost Large-Cap Value Peers
• 2025 Investment Outlook: Soft Landing And What Comes Next
• MAGS: Magnificent 7's High Growth Cadence Remains Promising - Buy At Any Pullback
• ETHE: Why This Crypto Fund Is A Sell
• Why High-Yielding JEPQ Will Likely Beat The Nasdaq In 2025
• MSTZ: Using Momentum To Transform MicroStrategy Stock Declines Into Oversized Profits
• CONY: Holdings Breakdown Reveals Key Factors For Underperformance Through 2025
• KBWB: Expecting Additional Big Bank Momentum
• IQQQ: Why I'm Considering This Higher-Yield, Monthly-Paying Alternative To JEPQ
• TNA: Small Caps Remain Cheap At The Start Of 2025
• SCHD: A Great Way To Miss Out On Wealth Accumulation
• VCN: A Stable But Cyclical Play For Canadian Market Exposure
• JEPQ Vs. QDVO: QDVO Likely To Outpace JEPQ In The Long Run
• Long-Term Copper Demand Makes COPX A Buy Amid Potential Short-Term Headwinds
• Navigating The Tides Of Political Transition
• PAAA: Newer AAA CLO ETF, Competitive Yield, Stable Share Price
• LQDW And HYGW: Avoid These Buy-Write ETFs
• IJR: The Time Is Now To Be In Small Caps
• PTA: Discount Widens Out And Investment Policy Gets A Tweak
• 2025 CEO Outlook: Is The U.S. Market Too Good To Be True?
• FBY: Collecting Higher Income From Meta Comes With Tradeoffs
• CEF Weekly Review: CEF Tender Offers Kick Off The Year
• Robotics: Breakthroughs In Automation
• INDA: A Compelling Value After A Big Pullback, Technical Support In Play
• Performance Insights: The S&P 500 Equal Weight ESG Index
• SPMO Holds S&P 500 Stocks While Overcoming 2025's Biggest Risk
• RSPS: Consumer Staples Dashboard For January
• FFLC: A Good Time To Buy This Competent Active ETF
• A Conservative Investor's Year In Review - 2024
• ETHE: Ethereum Is A Contrarian Trade
• Embracing Stock Market Stoicism
• Oil And Inflation Risks Could Send The TLT To New Lows
• VYM: Dividend ETF Full Of Stocks I Don't Want To Own (Technical Analysis)
• SCHD Vs. VYM: This Chart Shows It's Time To Buy SCHD
• Beware Rotation - S&P 500 Top 10 Stocks' YTD Performance; Top 10 Client Holdings
• Aberdeen Or 'abrdn' - Either Way The Coverage Looks A Bit Thin
• NVDY: Risks Remain Too High Despite Its Excellent Performance
• Monthly Market Recap: 2025 Is The Year Of The Axe (Or Maybe Just A Butter Knife)
• Does The January Effect Matter For Stock Performance?
• VYM: Quality Income Doesn't Have To Have A High Yield
• Breaking Through EM Stagnation: A Multifaceted Solution
• ARKX: Space Stocks Took Off, But Are Now In A Holding Pattern
• Beyond The Fed Model: Dissecting Equity Valuation Trends
• FMILX: This Large-Cap Fund Gets A Sell Rating When Compared To Competing Funds
• BST: High Yield Plus Tech Exposure
• YBTC: Decent Bitcoin Income But With Risks
• GLCC: Difficult To Justify The Fees
• PDT: A Hybrid Fund That Is Easily Covering Its High Yield
• Gardening Guide To Better Portfolio Returns In 2025
• SCHD: 3 Reasons It Likely Underperforms
• ZROZ: If You Like Duration, You Will Love This Fund
• Titans Of Tomorrow: Quantum Computing And Robotics On The Brink Of Revolution
• Will Higher Rates Doom Stocks? Not Necessarily
• SCHX: The Perfect Companion For A Dividend Focused Portfolio
• LVHI: A Low-Volatility International Dividend ETF Worth Considering
• Why BLV Is Outclassed By Long-Term Treasury Funds
• BAMD: Excessive 0.95% Annual Fee, A Red Flag For Dividend Investors
• BITO: On-Chain Signals And Seasonality Say Bitcoin's Rally Isn't Over
• BITX: Not The Best Way To Gain Bitcoin Exposure
• AIPI: Harvesting AI Volatility For A 35% Yield
• QQQJ: The Marketing Story Doesn't Match The Fund (Rating Downgrade)
• ASGI: Discount Widening Making This An Attraction Infrastructure Play Once Again
• KSA: Paying A Premium For The Saudi Growth Story
• AMID: Multi-Factor Mid-Cap ETF With Encouraging Results
• Tactically Bearish As Risks Increase
• MOO: Prospects For The Agribusiness ETF In 2025
• BTO: This Is Why You Should Let Banks Pay You
• CEF Insights: Building Income With Mortgage Securities
• QDTE Vs. IQQQ: How To Play High Yield Funds Correctly
• FFC: Leveraged Preferred Equity CEF, 7% Yield
• EIS: Israeli Stocks Set To Benefit From Robust GDP Growth In 2025
• Canadians Need Income Too, Investigating Evolve's Jacked-Up Financials ETF BANK:CA
• Tariffs, Tempests, Turnarounds: What's Next For Renewable Energy?
• Inflection Points: 5 Risks For 2025 Keeping Us Awake
• PFN: Likely To Suffer Declining NII, But Still Trading At A Premium
• 4 Closed-End Fund Buys (And A Sell) In The Month Of December 2024
• Buffett On How Smart People Go Broke: Important Warning For CEF Investors
• MCHI: 4 Key Lessons From The Past To Remember
• BITO: This Fund Has Outlived Its Usefulness
• A U.S. ETF Split Surge In Q4 2024: Digging Into The Data And What It Means For Investors
• USA: Why I Just Doubled My Position
• AIVL: This AI-Powered ETF Still Has To Prove Itself
• RPV: Low Valuation, But Weak Track Record
• CGXU: Japan-Heavy ETF With Mostly Mediocre Performance
• EZA: A Low Valuation But High-Risk Investment
• VUG ETF: Probably Time To Shed Some Weight (Rating Downgrade)
• ETO: This Attractively Priced Fund Is Fully Covering Its 8% Yield
• AOTG: Extremely Aggressive High-Priced Growth ETF With A Novel Strategy
• XLF: Hold While Fed Makes Decisions
• SA Quant Top 10: Discovering Discounted Stocks
• 2024 S&P U.S. Style Indices Rebalancing: Key Sector Shifts And Impacts
• BGB: This CEF Is Now Fair-Valued (Rating Downgrade)
• QYLD: Tech Exposure With A Double-Digit Yield
• PDX: The Big Move And Additional Catalysts
• I'm Selling Stocks Hand Over Fist
• JEPI Is My Bet For Riding Out 2025's Volatility
• SCHH: Real Estate Index Fund For Diversification
• VOOG: A Good Core Position, But Not A Great One
• PTY: A Big Change, Monthly Income And Around 10% Yield For Income Investors
• JCE: Decent Income Vs Questionable Risk-Return Attribution
• Why I'm Still Choosing To Invest In The Nasdaq 100 With QQQM
• PDX: Neither The NAV Nor The Market Has Fully Priced In The Venture Global IPO
• ADPV: Combining Momentum And Market Timing
• XDU:CA: Stick To Canadian Investments Or Buy U.S. Equities Directly
• QYLD: Buy The Fear As Volatility Returns
• NEAR: Still A Buy After The Rise In Rates
• 3 Reasons Why VUG Could Disappoint In 2025
• UTG: Relative Safety In Valuation For Utilities Going Into 2025
• RIET: Double Digit Yielding Monthly Real Estate Dividends
• AVMV: Mean Reversion Play For Mid-Cap Stocks, Currently Rated A Hold
• The Case For WOOD In 2025
• Osprey BNB Chain Trust: Overpriced And Illiquid
• Getting Our Bearings In The 2025 Income Market
• DTH: Foreseeable Strength In U.S. Dollar Will Cause It To Underperform
• INFL: Not Good Enough To Justify The Fees
• 11%-Yielding PDO Is Overrated And Overvalued
• Why VGIT Is Better Than BND For Your Fixed Income Position
• Quality As The Path To Growth In Emerging Markets
• SMH: My Take On A Top Rebound Play For 2025
• RIV: This High-Yielding Fund's Valuation Is Getting Better
• TQQQ: Risks Have Gotten Extreme (Rating Downgrade)
• Triggers To Change Our Pro-Risk View
• Eagle Point Credit: Mixed Signals, But Net Bullish
• Data Update 1 For 2025: The Draw (And Danger) Of Data
• ARKW: Bitcoin And Tesla Have Been Strong, But A Correction Is Ongoing (Rating Downgrade)
• VFMO: Diversification A Negative For Vanguard's Momentum ETF
• HFRO: 8% Yielding Preferreds Trading At A Discount To NAV
• IEV: Attractive Valuation Makes Up For Sluggish Growth
• In The Balance
• Reasons For Owning VTEB
• XLU: On The Verge Of Great Things
• CGDG: Underperformance Is Continuing Into 2025, FX Headwinds Partly To Blame
• VBK: Why Small-Cap Growth Is Neither Free Nor Filling
• VPU: An All-Season Insurance Holding, But Wait For A Pullback
• ISPY: An Income Play For A Volatile 2025
• Closed-End Funds: Screening For Potential Opportunites To Kick Off Q1 2025
• Enbridge Preferreds Deliver: Where We Are Going Next
• The New Trading Frontier: How AI Keeps You One Step Ahead
• The Discounted Cash Flow Dilemma: A Tool For Theorists Or Practitioners?
• JETS: 4 Reasons Why I Would Avoid This ETF
• HYDB: Picking The Best Of The Junk
• PDX: An Energy Infrastructure-Bond Fund Hybrid That Looks Very Expensive
• Annual Outlook 2025: Rooted In Resilience, Strengthening Your Financial Future
• SLV: Hedging Against Global Debt And Contagion Risks
• FSCO: Like A Brother To FSK, With Private Credit Boosting Its Value
• VIG: Tech Exposure A Key Asset In 2025
• IBIT: Income Strategy, 15% Annualized Yield From Bitcoin Options
• IGPT: Promising AI Growth With High Risks And Elevated Valuations
• The Market Is Likely Wrong About Trump And Inflation - Here's Why
• YMAX: A Gigantic Yield That Comes With A Price
• EWU: I Have Little Interest In British Equities In 2025
• BANX: Decent Income, Occasional Risks
• QQQI: High Yield With Tax Efficiency
• TMF: Levered Bet On Duration
• VOO: Major Upcoming Catalysts, Why The S&P 500 May Stay Rangebound
• FXI: Real Estate Collapse Could Bring Even More Damage
• MSOS Has Crashed But May Rebound
• BRNY: An ETF With Dynamic Allocation, Performance In Line With The Broader Market
• CEF Insights: Opportunities For Income With Real Assets
• XFLT: Could Start To See The Dividend Consistently Reduced (Rating Downgrade)
• SCHG: Out-Performance Potential In 2025 (Rating Upgrade)
• RQI: 8% Income, Small Discount, And Getting Attractive
• SRET: Avoid The Dividend Yield Trap
• PDO: Be Careful Of Runaway Premiums On This High Yield CEF
• DSTL: One Of The Best Value And Quality ETFs
• TOK: Global Ex-Japan ETF Serves A Small Niche
• Why I Am Doubling Down On My Sizable PDI Position
• ASG: Discounted Valuation But Choppy Performance
• ITB: U.S. Homebuilders In Free Fall, Crafting A Bullish Blueprint
• BIL: 2025 Expected Rates Cuts Slashed, Reassessing The Bond Market
• Give Yourself A Tax Cut
• JFR: Brace For Weakness Via This Rights Offering
• Top Dividend ETFs For 2025
• SoFi Next 500 ETF Rates A Sell: Better Mid-Cap ETFs Available
• TOPT: Unnecessary ETF That Charges You For Reduced Diversification
• TDIV: Caught In The Middle
• 10 Funds To Retire Today; $6,000 Monthly Income
• VGLT: How To Incorporate Long-Term Treasury Bonds
• BIZD: A 10%+ Yield ETF To Hedge S&P 500 Contraction Risk
• LEMB: Sovereign Debt Is Not The Best Vehicle For Emerging Markets
• FELG: Dynamic Strategy Falls Short Of Long-Term Outperformance
• XLG: Outperforms The S&P500 Index
• ARDC: 2 Possible Outcomes For This CEF In 2025 (Downgrade)
• YBIT: It Is An Avoid For Me
• DHF: Don't Be Misled By The Strong Recent Performance
• Closed-End Funds: A Look At Comparing Some Energy Infrastructure Plays
• A Stock Picker's Guide To 2025
• TD Cowen's Investment Themes For 2025: Spotting Opportunities And Risks
• VIGI: International Dividend Stocks With A Defensive Tilt
• SCHG: A Top Pick For Large-Cap Growth Investors With One Key Concern
• Bitcoin ETFs Showdown: Reassessing GBTC One Year After Its ETF Conversion
• KYN: Offering High Total Returns From North American Energy Infrastructure
• Investor Resolutions For 2025
• XDTE: Should Outperform Vanilla Covered Call Funds In The Long Run
• SSO: Not A Good Time For Leverage
• SCHG: Expecting A Pause In The Growth Trade, Eyeing A Buying Opportunity
• SCHG: The Price Of Being Below The Efficient Frontier
• Navigating 2025: The Intersection Of Sustainability And Pragmatism
• EQWL: Overlooked ETF Flashing Warning Signs For S&P 500
• DLN: Dividend ETF Leading Its Competitors
• Enbridge: Set For EBITDA Growth Acceleration
• VUG: Mag 7, Still Room To Run
• QQQ: Time To Consider Hedge Via Options
• Calamos Investment Team Outlooks, January 2025
• SCHG: Basically QQQ With A Lower Yield And Lower Expenses
• Can HDIV:CA Maintain Its Double-Digit Dividend Yield?
• USA: Better Alternatives Available (Downgrade)
• ZECP: Expensive And Lacking Firepower
• BITB: A Way To Fund Much-Needed Development
• BRNY: A Worthy But Not Perfect Candidate For A Factor Investor's Playbook
• ARDC: This Well-Liked Fund Looks Overpriced Right Now (Rating Downgrade)
• AVDV: Best Choice For International Small-Cap Value
• Moat Strategies Reposition For 2025 Amid December Dip
• Revealing My Full Portfolio - FF Portfolio Q1/2025
• TUR: Not Easy To Take A Definitive Stance
• URAN And WISE: Nuclear Energy Correlates With AI Hype As President Trump Promises Nuclear Reforms
• CLOZ: Strong Fundamentals With High Income
• A New Year Begins, And Geopolitical Instability Continues
• Buy The Dip: SCHD's Top Holdings Show That It Is Way Too Cheap
• Middle Coast Investing Q4 2024 Investor Letter: Staying Sane, Preparing For Change
• CQQQ: Time To Throw The Towel In On China (Rating Downgrade)
• BOTZ: The Future Of AI Trading At A Fair Price
• CGUS: Strong Returns So Far, An Actively Managed ETF Worth Watching
• PCEF: An Index Fund Of Funds Generating Monthly Income
• FLKR: Better Than EWY, But Political Shenanigans Make This A Risky Bet
• TLH: This Treasury Market Discrepancy Will Make You Reevaluate Its Potential
• Shifting Tides: Concentration, Dispersion And The S&P 500 Risk Landscape
• 2025 Investment Directions: Navigating Market Trends
• PHK: Performing Well, But Risks Abound
• Why Argentina? And Why ARGT?
• RDVY: Robust Quality Screens Find Top U.S. Dividend-Increase Stocks
• ADX: Updated Distribution Policy Makes This A Better Choice For Retirees
• Q1 2025 Equity Market Outlook
• Asset Allocation Outlook: U.S. Stocks Are Still The Place To Be
• XSMO: Outperforming For A Few Years, Unconvincing In The Long Run
• EDV: A Resilient Economy Will Keep Price Pressured
• Make Volatility Great Again, Then Do Not Rely On Investing In VXX
• UTF: Time To Take Some Profit (Rating Downgrade)
• 2024 Market Insights: Strategies, Trends, And Preparing For 2025
• LGI: Recent U.S. Dollar Strength Proves Problematic For This CEF (Downgrade)
• 6 December Raises And A 6.18% Portfolio Yield
• Why 12%-Yielding SPYI Will Likely Beat The S&P 500 In 2025
• USOI: Bullish Oil Technicals, Strong Seasonality, Mixed Fundamentals (Rating Upgrade)
• BTC: The Lowest Cost Bitcoin ETF
• BUI: Utilities Fund Hikes By 12% And Beats DNP In Every Important Metric
• Disruptive Forces In Investing - Small Caps, Big Opportunities
• CURE: Analyst Estimates Point To Significant Gains In 2025
• SPYI: Is The 11.9% Dividend Yield Secure? We Think Not
• ARKK: Tesla Overweighting Now Paying Off
• Pressing For Yet More
• URA: Icing On The Yellow Cake (Technical Analysis)
• EDV: Bond Market Fear Offers Compelling Returns On Duration
• TLTW: Soft Landing And A Trading Range For Yields
• SPMO: Core Or Satellite Holding?
• SCHP: Blend With Intermediate-Term Treasury For Improved Risk-Adjusted Returns
• XITK Gets A Buy Rating For Those Wanting Small-Cap Technology Exposure
• VOOV: S&P 500 Value Over Growth In 2025, Solid Macro Backdrop
• PWB: An Equal-Weighted Growth ETF With Limited Long-Term Growth Potential But Better Downside Protection
• 2024 Performance Review And Future Strategy
• VYMI: Buy This Strong 4.85% Yielding Dividend ETF In 2025 For Global Diversification
• AMLP: Great Dividend, Great Outlook
• VTV: Here's Why The Time For Value Stocks Has Returned
• VNQ: Looking Back And Ahead
• XSLV: Not The Best Small-Cap Low-Volatility ETF
• AOD: This 14.10%-Yielder May Face Headwinds In 2025, But Has Strong Finances
• SCD: Monthly Paying CEF With Energy And Tech Exposure
• IYT: Transport Stocks Cheap Coming Into 2025
• XMVM: No Advantage Over Usual Mid-Cap Value ETFs
• CLOZ: Strong CLO ETF, 7-7.5% Forward Yield, Outstanding Performance Track-Record
• End Of 2024 Review - Disappointing +8%
• DGS: The Better Choice For Emerging Market Small-Cap Value
• BSTZ Could Be A Winner In 2025
• FEZ: Why I Own, And Will Continue To Buy, European Shares
• 'Curb Your Enthusiasm' In 2025
• Implementing A Four-ETF Portfolio Strategy To Build A Nest Egg
• 2025 Analyst Outlook: Chris Lau On Tariffs, Global Worries, EVs, And An AI Bubble
• BCX: Improving Portfolio To Protect Against Inflation
• HODL: A Strong Buy During Bitcoin's Bull Run
• My Recommended Portfolio Picks For 2025
• SCHA: Not My Definition Of A Smallcap Fund
• Index-Based Investing In Islamic Finance: Trends And Implications
• GREK: Downgrading The Gem Of Europe To A Hold
• SCHD: Why I Am Aggressively Buying The Drop
• 3 Rock-Solid ETFs I'd Bet My Retirement On
• QTUM: A Safer Bet On The Quantum Theme
• KXI: A Defensive Choice With Limited Growth Potential And U.S. Dollar Risks
• FLBL: Steady Risk-Adjusted Performance And High Yield
• 3 Investment Lessons From 2024
• CDZ:CA: The S&P Is Pricey, These Dividends Aren't
• XMLV: A Balanced And Low Risk Bet On Mid-Cap Stocks
• XITK: Unconvincing Risk/Benefit Profile
• iShares Global Clean Energy ETF: We Might Be Close To A Bottom
• UTG: Another Opportunity To Add To This 7% Yielding CEF (Upgrade)
• FLBR: Why Brazilian Equities Are A Strong Buy
• JBND: Broad-Based Bond ETF, High-Quality Medium-Term Portfolio, 4.6% Dividend Yield
• Platinum: Poised For A Comeback
• PPLT: 2025 Could Be The Year Platinum Finally Shines
• PIMCO Cuts A Couple Of Distributions, Who Could Be Next?
• Total Return Breakouts: Forensic Anomalies, NVIDIA, And A Bullish Energy Sector Signal
• Alerian MLP: It's Better To Build Your Own ETF
• It's Time To Get Tactical, Not Scared
• PCM: Buying After Distribution Cuts Should Be Done Carefully
• MSTX: Making An Ultra-Bullish Bet On MicroStrategy
• Radical Transparency (2024 Edition): +107% Total Portfolio Return
• Taking Stock Of The Utilities Sector
• PSI: There Is Different Winner In Semiconductor ETFs
• Trump's Green Card Proposal: How To Beat Inflation And Save For College
• FCTE: Will Boutique Research Translate Into Market-Beating Returns?
• 2025 Investment Playbook: How I'm Setting Up My 6-Digit Portfolio For Outperformance
• A High-Yield, High-Growth Portfolio For Financial Independence And Early Retirement
• 2025 China Outlook: A Recipe For Re-Rating
• VYM: Long-Term Value Opportunity
• JEPI: Potentially Your Best Bet For 2025's Choppy Markets
• DGRO's 2024 Annual Reconstitution Renews My SCHD Partnership
• Seasonal Patterns Didn't Work In 2024, How Does That Affect 2025?
• CDZ:CA: A Cautious Option For Dividend Growth Investors
• VUSE: Strategy Change Requires This High-Fee ETF To Prove Itself
• BST: An Attractively Valued Technology Play (Rating Upgrade)
• XLP: Walmart, Costco, P&G Command A Big Consumer Staples Presence
• HEQT: Very Robust 2024, But Equities Are Now Expensive (Rating Downgrade)
• DFAU: A Broad Exposure ETF Highly Correlated With The Russell 3000 Index
• RFI Vs. RQI: Key Similarities And Nuanced Differences To Help You Choose
• Palladium: Structural Headwinds Point To Oversupply Despite Near-Term Tightness
• GDX: Gold Miner Bottom May Have Finally Arrived, Weekly Reversal Evidence
• BCAT: Multi-Asset Fund Provides Hefty Distribution Yield (Rating Downgrade)
• JNK And SJNK: Shrinking Spreads, Mounting Danger
• I've Finally Taken A Position Against TQQQ Due To 2025's Beginning Tone
• BMEZ: 12% Discount, High Yield On Healthcare Monthly Payer
• QQQY: The Illusion Of A High Yield Comes With Tradeoffs
• FBTC Offers Superior Bitcoin Exposure Versus Other ETFs
• Market Outlook For 2025: Gauging The Global Effects Of New U.S. Policies
• BDJ: 9% Income, 8% Discount, And Lower Volatility
• QMOM: Compelling For Swing-Trading, Not For The Long Term
• First Look At The LEGR ETF Results In A Strong Sell Rating
• The Argument For SGOV Over CDs (Rating Upgrade)
• Realized Returns Portfolio:  2024 Review And 2025 Outlook
• DEM: An Attractive Valuation If Tariff Fears Are Overblown
• SVOL: NAV Erosion Is Not The Problem
• MLPA: Pipeline Tailwinds Into 2025, Muted Realized Volatility
• MEGI: Deep Discount Returns With Market Volatility
• Gold Miners Are Among Our Top Picks For 2025: GDX
• SMH: DeepSeek V3 Exposes The Gen AI Bubble
• COM: Not Glamorous, But Still A Buy
• XVV: A Strong ESG-Focused Investment With Potential For Long-Term Growth
• PFFA: The Right Moment To Lock In This 9% Monthly Dividend
• NFTY: Keep The Faith In Equal-Weight India
• CSQ: A Rare CEF Combo Of Capital Appreciation And Income Growth
• KNG: Uncompelling Buy-Write ETF
• Equity Outlook: Preparing For Profound Policy-Driven Change
• Can GPIQ Dethrone JEPQ As King Of Nasdaq 100 Income?
• MUB: Duration Bets Unattractive Amid Trumpflation
• JMOM: How The Momentum Could Fade In 2025
• MSFO: Strategic Use Of Options Helps Support High Dividend Yield
• EIDO: Indonesia Well-Positioned For 2025 Recovery
• TLT: 2 Key Themes For A 2025 Recovery
• DPST: Regional Banks Set For A Strong Performance In 2025
• VLU: A Quiet Performer With Solid Value Features
• FFOG: Some Caution Is Reasonable After Banner 2024
• URA: Demand Growth Is Outweighed By Production Issues
• Pick Up SCHF While Foreign Stocks Are On Sale
• JPIE: A Long-Term Income ETF
• AOA: An All-In-One Value-Driven ETF
• Major Signals Point To Market Top: Investment Risk Mitigation Is Prudent Now
• MCN: Sliding Lower But Premium Remains Sticky
• NVDX: Key Nvidia Volatility Catalysts To Begin 2025, Wait For A Pullback
• JBBB: We Could See Its Yield Move Up A Notch In 2025
• ACVF: Why I'm Downgrading This Right-Leaning Conservative Values ETF
• QTUM: Investing In Quantum The Right Way
• EWJ: Good Valuation And Long-Term Outlook With Significant Short-Term Risks In Mind
• FIE: A Diversified Financial ETF With Tailwinds And High Yield
• VONG: Time To Take Some Gains
• 2 Places To Put Your Money If The Fed Raises Rates In 2025
• PUTW: Solid Way To Add Flexibility To A Portfolio
• My Portfolio's Roadmap For Thriving In 2025's Economic Crossroads
• The Rules Of Bob Farrell - An Updated Illustrated Guide
• Top Investment Ideas For 2025
• Palantir And Duolingo: The AI Powerhouses Driving AGIX's Success
• AVLV: Competes Well With VTV, And May Benefit From Other Tailwinds
• SCO: I Don't See A Case For Shorting Crude Oil In 2025
• VFVA: Limited Growth Potential In An AI-Driven Market
• Taking Stock: Q1 2025 Equity Market Outlook
• AOM: If You Think The Equity Market Is Overvalued, This ETF Is For You
• IAF: Risk-Reward Looks Better, But Limited Incentive Otherwise
• MINT: Not A Bad Cash Parking Fund, But Better Alternatives Now Exist
• Vanguard: The Slow Agonizing Death Of A Great Idea
• PDI: The Premium Has Come Down On This High Yielding CEF
• SMCX: Showcasing The Dangers Of Leveraged ETFs
• December AAII Asset Allocation Survey: Stock Allocations Increase
• PDI: Collecting A Double Digit Yield With A Positive Outlook
• Precious Metals In 2025: GLTR For A Diversified Approach
• EEM: Avoid, It's A Value Trap
• SPXU Is In A Positive Drift, But History Suggests Being Cautious
• AI Market Leaders: How Equity Performance Is Evolving Among AI Innovators
• Monthly Newsletter - December 2024
• YGLD: Leveraged Gold With A Twist
• SCHD Investors At Risk Of Falling Short Again In 2025
• GBAB: I Have A Brighter Take On This Diversified Fund In 2025 (Rating Upgrade)
• 6%-Yielding PFF Is On Sale, But I Am Not Buying
• Another Year Of Mag 7 Alpha, OEF Turns Richly Priced To Begin 2025
• TFI ETF: Despite High Ranking, This Muni Bond ETF Earns A Sell Rating
• The Risk That REIT Bulls Don't Want You To Know
• IVE: A Value ETF With A Big Tech Exposure
• RSP: S&P 500 Monthly Dashboard For January
• 2024 Portfolio Review: A Repeat Of 2023, Unfortunately For Value Investing
• ULTY: Adding Leveraged ETFs To Its Portfolio
• IXN: Offers Concentrated Growth That's Comparable To The Nasdaq 100
• DFSV: An Improved Small Cap Value Fund
• XIU: A Riskier Investment With Limited Growth Potential
• HQH: Not For Income Investors
• Pershing Square Holdings: Quality Portfolio At A Bargain Price
• FLOT: The Party Is Over (Rating Downgrade)
• U.K. Listed Private Equity Trusts: Getting Into A Key Asset Class At Discounts Up To 40%
• If I Could Only Retire With 5 ETFs In 2025
• WCLD Provides Diversification But Lags In Returns
• PBJ: Is This Struggling Food And Beverage ETF Worth Buying?
• RSHO: This Reshoring-Themed ETF Has Outperformed So Far
• COWG: Focusing On Free Cash Flow Leads To Outperformance
• ARKK: A Risky Bet For Investors In 2025
• INCO: Stay The Course On India's Consumer Story
• IHI: Multiples Have Climbed Despite Stubborn Rates
• JEPI: Good Equity Income Holding For 2025
• KBWD: Watching Treasury Rates For BDC And REIT Clues
• TLTW: You Don't Need This Fund For Income
• MYCJ: Worth The Active Premium?
• SOR: This Closed-End Fund Is Now Slightly Overpriced (Rating Downgrade)
• SCYB: Great ETF, But The Outlook Is Mixed
• IEMG: Proceed With Caution Amid Uncertainty, Potential Tariffs Under New Trump Administration
• SVOL: ~15% Monthly Yield That Shouldn't Be Ignored By Passive Income Investors
• EWU: The U.K. Is Among The Cheapest Markets In The World
• JQC: This CEF Could Struggle For A Year Or Two
• ASGI: Infrastructure Play Delivers, But High Yielder Is Getting Pricey
• OMFL: Why Settling Into The Contraction Phase Is Good For Shareholders
• LQD: Avoid Long-Duration Corporate Bonds For Now
• The MaM Portfolio: Full Year 2024 Update - 2 Years Of Alpha
• VFH: The Financials Sector Is Well-Positioned To Extend Momentum Into 2025
• Preferred Income CEFs: Five From Flaherty & Crumrine; Which One Is Best?
• Why 9.2%-Yielding PFFA Beats The Competition
• HELO: A Must-Own Investment Heading Into 2025
• Security Lending As An Income Additive Strategy
• QQQM: Average At Best
• SPYI: AuM Has Grown More Than 700% Since Inception, With A Yield Exceeding 11%
• BOE: Losing Its Attraction For Anyone Seeking International Diversification
• The Triple-Factor Closed-End Fund Report, December 2024
• RQI: Quality REIT Exposure Paying A Monthly Distribution
• TSMX: China And The Incoming U.S. Administration
• DFAT: Active ETFs Dominate The Small Value Category
• Very Good News For BDCs, But Is 11%-Yielding BIZD A Buy?
• EHI: Narrowing Junk Bond Spreads Could Prove Problematic
• UNG: $4.00 Natural Gas? Science Behind The Coldest Weather Coming In Three Decades
• Total Return Breakouts: Records, Skew, And All New Portfolios For 2025
• Grayscale Ethereum Mini Trust: Could Outperform The S&P 500 In 2025
• VTI: Total Market Funds Do Not Protect From Red Days Compared To S&P Index Funds
• THQ: Healthcare Weakness Presents Opportunity, But Potentially Better Alternatives Exist
• VHT: A Better Choice For Health Care Assets
• FDIG: Cheap, But Too Much Coinbase
• How Dividend Investors Should Position Their Portfolios For 2025
• REM: Not Worth The Expense
• KBWY: The 8.80% Dividend Yield May Start Growing Again In 2025
• BST: 8% Tech Yield
• DIVO: Dividend Investors May Have Their Moment In 2025 (Rating Upgrade)
• BME And FLC: There Are Still Pockets Of Opportunities
• USPX: A Solid Replacement For S&P 500 Index ETFs
• Avoid Duration Bets Like LQD
• Earnings Season On Tap: Taking A Measured Financials Sector Stance On VFH
• IETC: Strong Performance, Growth Potential Amidst AI Evolution
• PIN: Riding Out The Indian Storm
• 5 Best CEFs This Month For 9% Yield (December 2024)
• CONY: The Superior Alternative To Coinbase Shares
• MEGI: The Market Expects A Cut, The Numbers Reinforce That Conclusion
• VGT: Promising Long-Term Outlook With Short-Term Uncertainty
• DGT: An Underrated Global Equity Fund
• VFMV: Solid But Sub-Optimal Low Volatility ETF
• CEF Weekly Review: Muni ROC Is Mountain High
• Enbridge: 6.6-7% Yielding Preferred Shares While Common Stock Provides Capital Gains Exposure
• Promising Stocks For 2025
• RWJ: A Revenue-Weighted ETF Offering Low Valuations With A Strong Track Record
• JAAA: The King For Cash Going Into 2025
• IBIT: The Largest, Cheapest Bitcoin ETF
• EWZ: Why The 2025 Outlook For Brazil Appears Bearish
• ACWV Vs. ACWI: A Choice Of Long-Term Performance Over Downside Protection
• Bitcoin's Bullish Q1 Trends Bode Well For IBIT, Upgrading To Buy Ahead Of 2025
• REET: 3 Reasons To Hold This Global REIT Fund
• IBIT: Potential Upside Based On Less Supply And Crypto-Friendly Regulations
• PIMCO CEF Update: Muni CEF Coverage Mystery Is Solved, Sort Of
• Marine And Pristine, It's The ShipTrack 15
• SPYG Vs. SPYV: Apple And Microsoft Join Value In Annual Index Rebalance
• RSP: Not All S&P 500 Funds Are Created Equal
• SLYV: 'Small Value' ETF Lagging Several Of Its Peers
• IFN: Selling May Abate, But Don't Get Too Complacent
• EIM: Enjoying Tax-Free Income And Tender Offers
• HDV Generated Great Returns In 2 Years, 2025 Outlook Appears Promising
• Oxford Lane Capital: Fundamental Issues Aside, Rate Cuts Are A Tailwind (Upgrade)
• The 2024 CEF Year-End Specials
• VIG: Quality Holdings And Strong Returns
• FQAL: The Sector-Neutral Methodology May Be A Drag
• 2025 Game Plan: How My Life Savings Are Positioned For Maximum Growth And Safety
• TFLO: I Just Signed Up Again For 5% With Minimal Price Risk
• CHI: This Convertible Bond CEF Is Ridiculously Overpriced
• EWZ: 3 Reasons To Take Advantage Of Cheap Brazilian Stocks
• RQI: REIT Downturn Makes Pricing More Attractive (Rating Upgrade)
• JAAA ETF: Its Yield-On-Cost Might Grow In 2025
• How To Build A Strategically Balanced $50,000 Dividend Portfolio To Be Well-Positioned For 2025
• VFLO: Q4 Reconstitution Eliminates Momentum Advantage Over COWZ
• Trading Natural Gas With The KOLD ETF Product
• ECH: Bullish Chile Ahead Of Its 2025 Presidential Election
• GOVZ: When Do You Step In To Buy Treasuries?
• BUCK: This Is Not A Cash Alternative (Rating Upgrade)
• Buy The Small-Cap Correction: Why I See A 27% VB Return In 2025
• ICLO: Mildly Disappointing (Rating Downgrade)
• CCD: High Price Makes It Difficult To Recommend This Convertible CEF Today
• Do Not Give Up On SCHD
• PJP: Big Pharma Concentration Risks Amid Looming Confirmation Of RFK Jr.
• DYNF: Dynamic Strategy With Comparable Performance To S&P 500 But Limited Downside Protection
• A Bullish Narrative For Stocks
• VinaCapital Vietnam Opportunity Fund: Better Than The VNM ETF, But Only Under A Buyback Scenario
• XLY: Follow Consumer Spending Trends Into 2025
• XLY: 2025 Could Be Third Consecutive Year Of Solid Returns For Consumer Discretionary Sector
• JPC: Downgrading To Sell Amid Small Discount To NAV
• JGRO: Losing Steam Compared To Its Peers
• FRA: Sell This Fund Before It Cuts Its Distribution
• AMDY: Poor Upside Capture While Keeping Most Of The Downside
• ARKK: Use Their Research, Invest Independently
• IHAK: Capture Sector Growth In Cybersecurity
• DLY: Attractive Distribution But Not Attractively Valued
• My Leveraged Multi-Asset Portfolio Is Ready For The Uncertain Years Ahead
• CCIF: High Yield But High Fees And Risk
• RSPG: Better Positioned For 2025 Than XLE
• RVT: Strategic Approach To Offset Lower Large Cap Returns
• IWN: Not A Tremendous Value, But Decent Enough 2025 Prospects
• BIT: This Fund Has A Historically Attractive Price, But It Could Get Cheaper
• Tech Investing In 2025: Emerging Trends And Market Opportunities
• Keepin' It Contrarian: Moat Index Adds Health Care, Reduces Tech
• Plan For 2025: Predictions From Our Portfolio Managers
• Tax Loss Harvesting Strategies Before 2024 Ends - Here Are My Losers I'm Cutting And Winners I'm Adding
• 3 Reasons Why VNQ Could Underperform In 2025
• CLOX: AAA CLOs From A Smaller Asset Manager
• LTPZ: 3 Reasons To Buy Long-Dated TIPS
• TBUX: Even High Yield Makes This Ultrashort Bond ETF Only A Hold
• Bullish Investor Sentiment Might Be Bearish For Stocks
• 10.1%-Yielding Monthly Retirement Dividends From Fixed Income: JPC
• GDX: Gold Has Reached A Peak Unless The Federal Reserve Makes A Dovish Pivot
• DGRW: A Value-Oriented S&P 500 Replacement
• RWJ: Simple And Effective Small-Cap Strategy
• MSTY: Don't Cap Your Upside If Bitcoin Keeps Rallying
• VFIAX Vs. VRTIX: Should You Go With Large-Caps Or Small-Caps?
• DGRO: Considering It As A Core For My Portfolio
• IHDG: Wrapping Up A Soft Year For Foreign Quality Stocks
• Why Dividend Investors Shouldn't Own DGRO
• XTL: Fundamental Factors Support Another Year Of Telecom Sector Growth
• ACP: This High Yield Credit CEF Is Starting To Look Interesting After The Recent Distribution Cut
• COWZ: Q4 2024 Reconstitution Sets The Stage For A Showdown With VFLO In 2025
• FXI: A Temporary Bounce Or The Calm Before China's Storm?
• UTF: The Decline Sent Distribution To Around 8% Creating A Better Opportunity
• Enbridge: A Top Capital Return Play For 2025
• OMFL: A Dynamic ETF With Potential, But Risks Falling Short For Long-Term Investors
• XAR: A Perfect ETF To Capitalize On Rosy Aerospace And Defense 2025 Outlook
• Introducing ZAP: The Case For U.S. Electrification
• TSLY: Why It's Better Than Tesla Stock Right Now
• EWJ: Why Now Is The Time To Buy The Dip On Low-P/E Japan
• Shifting Equity Sensitivities With S&P 500 Sectors
• Risk Of U.S.-China Trade Tensions 2.0: How Can This Time Be Different?
• Mapping Out The 2025 Investment Landscape Across Asset Classes
• NAC: Recent Pullback Makes Me A Bull Going Into 2025 (Rating Upgrade)
• GGN: Sometimes Markets Give Buying Opportunities
• BOIL: A Sell On Lack Of Upside Catalysts
• PCN: Interest Rates And Inflation Likely To Pressure Bonds And Bond Funds
• Is Vanguard's Short-Term Treasury ETF A Good Replacement For Cash?
• PML: A Buy Case Is Emerging For This Muni CEF (Rating Upgrade)
• PALL: The Palladium ETF Offers Value
• OUSM: Low-Volatility Small Cap ETF Beating The Benchmark
• It's Time To Rotate Out Of The S&P 500
• RDIV: Not Suitable For Dividend Investors Seeking Stability
• NHS: This Fund Underperforms Its Peers, And A Hawkish Fed Could Prove Problematic
• A Follow-Up To QQQX Raising Its Distribution
• BBHY: Simple High-Yield Corporate Bond ETF, Above-Average 7.0% Yield And Returns
• S&P 500: To Benefit From AI-Led Productivity Gains In 2025
• FBND: Strong Inflows, But Don't Ignore Risks
• OGIG Offers Investors More Global Internet Exposure
• DIVO Vs. QDPL: Retirees Should Look Beyond Total Returns
• XDTE: Outperforming The Index With An 18% Yield
• NVDY: Lower Distributions, Decreased Option Prices, And Higher Volatility Make It A Sell
• HTD: Price Drop Creates Buying Opportunity In This Stable CEF
• MDYG: Mid-Caps Stand To Benefit From Trump Policies
• VALQ: Why Russell 1000 Value Index Investors Should Switch
• DSL: Some Caution Remains Despite An Enticing Distribution Rate
• MORT: A Low Double-Digit Total Return Looks Likely In 2025
• TMFC: Why Pay More For Less?
• CII: 8.5% Income, 7% Discount, And Lower Volatility
• Enbridge: Dividend Champion Deeply Undervalued
• EWY: South Korea Looks Like One Of The Most Attractive Picks In Asia
• BME: 8.4% Yield From An Undervalued Sector
• SPTL ETF: Longer-End Yields Are Being Overzealous
• JEPI: Good Hedge Vs Tech-Heavy S&P500 In Current Rates Environment
• ADX: The Last Big One
• SCAP: Unlocking The Potential Of Small Caps
• LQD: Rock-Bottom Options-Adjusted Spread, Unfavorable To Treasuries
• FDVV: Good, But SCHD Plus Tech Is Better
• GBTC: Was That The Top?
• The Next Big Theme: December 2024
• Disruptive Forces In Investing - Solving For 2025
• XDIV: A Quality Dividend Fund With Sector-Specific Risks And Limited Growth Potential
• CEF Weekly Review: The Difficulties Of High-Quality CEFs
• Quality Control: A Global Perspective
• TBUX: Short Dated Bond Fund From T. Rowe
• PKW: Record Buybacks In 2024, This Low P/E Fund Remains A Buy
• Global Diversification Is Still Working
• Unpacking The 'Value' In The WisdomTree U.S. Value Fund
• FRI: Real Estate ETF With Some Exclusions And A High Fee
• HIGH: When Options Spreads Do Not Work
• SPY Vs. IWM: Why We Prefer Small-Cap Stocks
• BDJ: Successful Tender Offer And Distribution Increase
• BUZZ Investing: Optimism Fuels Continued Rally
• NMAI: Very Attractive Yield, If It Is Sustainable
• AVK: Good Income, But Credit Concerns
• Asset Allocation For 2025: Time To Put Cash To Work In The Markets?
• VTSAX: Is The World's Largest Mutual Fund A Good Buy For 2025?
• YMAX: Very High-Yielding Fund Of Funds
• MicroStrategy: Momentum Is Not Growth
• Sugar Rush Or Sustained Gain? How Tax Cuts Mislead Equity Investors
• How To Use Leverage To Boost Your Returns
• Inspire 500 ETF: Not So Much Yet
• FNX: A 'Value Or Growth' Mid-Cap ETF
• SCHD Is Taking A Break: Keep Holding (Technical Analysis)
• VAW: A Potential Hedge Against Market Inflation Fears
• SOXQ: Strong Growth But Mixed Signals Raise Concerns
• SLVP: Silver Production Is Not Growing
• How Would A Government Shutdown Affect Market Volatility?
• TIPS For Reliable Income: Year-End Update
• FIAX: Options Overlay ETF
• IBHF: A Fixed-Maturity ETF I Love
• Dividend Growers Hedge Against Trump Bump To Inflation
• DGRO: It Just Doesn't Make Sense To Exclude Growth Stocks
• THQ: Tempest On The Horizon
• MAGS: The Strong Concentration In Mag 7 And Its Challenges
• GPIQ: Dynamic Options ETF With Monthly Distributions
• DBC: Significant Energy Exposure In The Commodity Tracking ETF
• TFLO: In An Uncertain World, Floating Rate Treasuries Deliver
• Diversifying Exceptionalism
• MTUM: Right Strategy, Wrong Fund
• EDIV: Tussles Well With DEM, But Risks Have Picked Up
• Drone Wars: Building An All-Drone Stock Portfolio For The Future Of Innovation
• Interested In Retirement Income? This Is Why SCHD Should Be Your Core Step
• Sustainability And The Investment Case: Heavy Industry
• CHIQ: Beneficiary Of Shifting Household Sentiment And Policy Commitment In 2025
• DPG: This Utility Fund May Be Worth Considering
• FDLS: Biblical Values ETF With High Fees And Turnover
• 4 Reasons Vanguard's MGK Could Be The Ultimate Hyper-Growth ETF For 2025
• 3 Of The Biggest Lessons Of My Investing Career
• PTL: Neither Outperformer Nor Counterbalance To SPY And Its Mag-7-Dominant Holdings
• JEPI: Ignore The Noise, Cash The Checks
• YBIT: Why The Time May Be Right For This Covered-Call Bitcoin Play
• EM Debt Resilient Despite Perceived Risks From U.S. Protectionism
• Rebalance Review Of The S&P Global Clean Energy Index - H2 2024
• QDTE: High Yield Doesn't Always Mean Higher Risk
• SLVP: Slightly Less Positive Silver Outlook Amid Longer-Spaced, Softer Fed Dovish (Rating Downgrade)
• How To Defend Against More 3% S&P 500 Down Days Like Wednesday
• American Retirees Might Be In For A Shock
• XEI: Weak Dividend Growth And Returns Make It Inferior To Its Competitor
• FTEC: Technology Dashboard For December
• Year Of The Election: Why New Global Leadership Matters To Investors
• IDEV: The Diversified International Stock ETF To Own In 2025
• XRE ETF: Not Expecting A Strong CAD
• DBMF: Revisiting With Fresh Eyes
• Undercovered ETFs: Quantum Computing, India, Digital Assets, Small Caps +
• How To Invest In Private Equity Return Drivers Through Public Equities: A Comprehensive Guide For 2025
• DFE: First Look Earns Sell Rating For This Europe Small-Cap Dividend ETF
• KIO: No Assurance From Future Dividend Trims
• FEPI: Ignoring This Fund And Its 25% Yield Was A Mistake
• JEPQ: A Monthly Dividend Powerhouse With A Big Yield To Fund Your Financial Dreams
• 2025 Outlook: At The Doorstep Of The Reckoning
• SRLN: Senior Loan ETF, Good 8.7% TTM Yield, But Not A Buy Due To Fed Cuts
• KIO: Falling Floating-Rate Yields And Falling Bond Prices Spell Trouble
• NOBL: Not A Competitive Solution Among Dividends
• VTI: Total Market Has Become Too Top Heavy
• JEPI: The Truth Behind Its High Yield
• TCAF: Performance, Factor Nuances Welcome A Skeptical View
• SMH Is Now Consolidating (Technical Analysis, Upgrade)
• IIF: The Music Is Still Playing In India
• VDC: Consumer Staples Dashboard For December
• An Update On DBA: Coffee And Cocoa Exposure Have Been Bullish
• IHF: Healthcare Dashboard For December
• NUKZ: Good Way To Gain Diversified Exposure To Nuclear Energy
• IGR: One Of The Better Income Funds
• You Didn't Miss The Boat On Enbridge
• QGRW: Quality And Growth Roared In 2024, Why I See A Cautious Start To 2025 (Rating Downgrade)
• Diversifying Our Portfolio Diversifiers
• OGIG: Why A Competitor Fund Offers A Stronger Holdings Mix
• VTIP: Inflation-Protected Bond ETF Outperforms And Still Offers Value
• EVV: Attractive Distribution Rate, But Valuation Isn't Appealing
• S&P Israel 100 Index: Reflecting Israel's Potential
• NVDY: With An 84% Yield, It's Too Good To Be True
• SPYD: Susceptible To Holding Dividend Yield Traps
• Dividend Investing: DHS Is Expected To Shine In 2025
• Destiny Tech 100: From The Dark Side To The Absurd
• CSHI: Helped By The Equity Rally (Rating Upgrade)
• IWM: This Is Why It's Time To Buy Small Caps
• Enbridge: Canada's Christmas Gift For Income Investors (Rating Upgrade)
• USNZ: A Tech-Heavy And Climate-Friendly Alternative To S&P 500 Index ETFs
• PRN: Industrials Dashboard For December
• End Of 2024 Trending Exchange-Traded Funds
• BITO: This ETF Presents A Compelling Risk/Reward Balance
• IDU: Utilities Dashboard For December
• KBWB: Bank Stocks Pare Post-Election Gains, Spotting Where To Buy The Dip
• Warning Signs Or Preparing For The Rally Ahead?
• VYM Gains Could Be Limited In 2025
• EFIV: A Strong ESG Alternative With Comparable Performance To The S&P 500
• 12%-Yielding Monthly Dividends From Blue Chip Midstreams: Is SRV A Buy?
• ECAT: A High Distribution Yield With Key Activist Remaining Invested
• My 2 Worst Performing Picks In 2024, And The Lessons Learned
• My Portfolio Strategy For 2025
• Where I Would Invest $25,000 Today For A 6.52% Starting Yield
• FNGU: A Leveraged Bet On Innovation
• SPMO: 5 Reasons Why This ETF Is A Buy
• ETW: Maintain Your Equity Exposure And Earn An Attractive Yield
• Caution Ahead: The Top Long Trade For 2025 - Cash!
• TSLY: Strategy Has Proven To Be Effective
• FNGU: Now Is Not The Time To Chase Big Tech's Epic Rally
• DVY: After A Strong Run, I'd Be A Bit Cautious Here (Rating Downgrade)
• One Year Later, I Was Wrong About CONY And Its Yield (Rating Upgrade)
• BDJ: Fairly Priced Near NAV, Making It A Hold
• TPLC: Questionable Safety And Quality Benefits For This Biblically Responsible ETF
• INDY: Weak Sentiment Presents A 2025 Opportunity In India's NIFTY 50
• Bitcoin's 2025 Potential - What It Means For BITO Investors
• DWLD: Momentum On The Surface, A Few Issues Upon Closer Look
• Enbridge: Attractive Yield And Strong Backlog Make It A Buy
• VDY: High Dividends, But Sector Concentration Clouds Long-Term Outlook
• IYC: Consumer Discretionary Dashboard For December
• YMAG: My 80/20 Rule For Using This Innovative ETF
• IYM: Materials Dashboard For December
• RLTY: 8.3% Yield And Continued Recovery With Declining Interest Rates
• 11 Closed-End Fund Buys In The Month Of November 2024
• UCO: Pay Attention To The Pro
• QDTE Outperforms While Offering Weekly Distributions
• The Many Choices Of U.S. Dividend ETFs
• PXH: Emerging Markets Poised For An Eventful Year
• QTUM: Because Quantum Computing Could Be The Next Big Thing In Technology
• OXLC: The Timing Feels Right For This 20% Yield
• BKCH: Bitcoin Stocks Rally Into Resistance, Massive Industry Inflows
• HYB: Time To Say Goodbye To This CEF (Rating Downgrade)
• CTA And BTAL: My Recommended S&P 500 Hedges
• 11%+ Yields From AI Stocks: QQQI Vs. QYLD
• CEF Weekly Review: Mostly Quiet On The Distribution Front
• Berkshire Hathaway: Very Unlikely That Buffett Has An Acquisition In Mind For His Large Cash Hoard
• SBIO ETF: Betting On Medical Breakthroughs
• DJD: The Dogs Of The Dow ETF Not Ideal Heading Into 2025
• 7 Lessons From My Retirement Portfolio's 2024 Performance To Help You Achieve Your Financial Dreams
• BKCH: More Upside Ahead
• QQQE: Equal-Weighting Strategy Won't Fully Capture Technological Megatrends
• Surprise Liquidity In The FTSE Digi50 Index
• 2 Reasons Why I Believe VDE And Energy Stocks Could Be Strategic Assets For 2025
• NXG: A Couple Of Holes In This Strategy
• BTZ: Narrow Credit Spreads Make This CEF A Sell (Rating Downgrade)
• Best Way To Invest $100,000: Build An 8-Stock Portfolio For Growth And Value
• MISL: Don't Fear The Decline, Think Long-Term
• PRFZ: Small-Cap ETF Defining Size By Fundamentals
• ABFL: A Solid But Expensive Free Cash Flow Leaders ETF
• VOO: One S&P 500 Valuation Indicator Flashes Caution Heading Into 2025
• Refining A Bucket Approach Strategy In Retirement
• VO: Primed For Success
• Enbridge: My Second Largest Investment For Double Digit Compounding
• Santa To IWM Smallcap ETF: I Have Nothing For You
• 7%-Yielding Retirement Monthly Dividend: Is UTG A Buy On The Dip?
• BGR: A Possible Near-Term Catalyst For Crude Oil, Play With This Fund
• Fallen Angels: Bond Downgrades Ahead?
• JEPQ: Why It Should Be A Top (Income) Holding In 2025
• BOXX: Do Not Confuse Cash And Cash-Like Return
• EWZS: Turnaround Is Possible But I'd Prefer To Wait
• PAPI: This ETF Can Work In Certain Markets
• LTCN ETF: Bullish Due To Altcoin Season But Volatility Comes First
• VIOO Trumps IWM, But Lack Of Sustained Rate Cuts, Doesn't Bode Well
• FPF: More Expensive Than Normal, But A Good Income Fund
• 3 Reasons 2025 Looks Scary For The S&P 500: VOO
• SDVY: Gaining Market Interest With Good Reasons
• BITQ: An ETF That Rises And Falls With The Leading Cryptocurrency
• SPHD: No Compelling Benefits Over Other Dividend ETFs
• SPMC: New CLO Equity CEF Raises Monthly Dividend Again, Now Yields 13%
• BINC: Locking In A Money Market
• Simplify's CTA: The Coveted Free Lunch
• YMAG: 53% Yield For Owning The Best Of The Best
• VYM Vs. VIG: I Now Prefer Dividend Growth Due To Yield Spread
• ERH: This Fund Presents An Interesting Opportunity For Income Investors
• TBLD: Deep Discount And Highly Diversified Portfolio Providing Steady Monthly Distributions
• EPHE- Better Prospects Ahead, But Be Mindful Of The Risks As Well
• Davis Select Worldwide ETF: Best Of The West And The East
• 3 Tradable Trends That Are Fundamentally Supported
• Emerging Markets Are An 'Avoid' For Me Heading Into 2025
• SGDM: Buying The Gold Miner Dip
• Carbon Intensity In The Middle East - An Index Perspective
• XAI Octagon Floating Rate & Alternative Income Trust Makes Sense As Tactical Year-End Buy
• How Methodology Affects U.S. Technology Index Performance
• SCHG: Impressive Momentum Behind It, A Few Risks To Consider
• 3 Forces Powering The Nuclear Energy Surge
• Navigating The Health Care Industry In Trump's Second Term
• VT: Simple Low-Cost Diversification
• Tradeweb Exchange-Traded Funds Update - November 2024
• ARGT: Riding The Libertarian Wave Of Economic Revival
• XCCC: An Overlooked High-Yielder With Compelling Risk-Adjusted Attributes
• CGDV: Light On Dividends But An Excellent Mix Of Growth And Value
• IYR: Overlooked Real Estate Fundamentals And Technical Tailwinds Heading Into 2025
• PBDC: A Diversified BDC Choice
• EQWL: A Low-Valuation Equal-Weight ETF, Outperforming Peers But Lagging The S&P 500 Index
• ETY: Decent Performance, But Portfolio Remains Very Concentrated
• Why SCHD May Lag SPY
• SMDV Has High Exposure In Banks And Lags Competitors
• Ellington Credit: Still Waiting For Approval To Transition To A CEF (Rating Downgrade)
• CDX: High-Yield Bond ETF, Credit Hedged, Ineffective Strategy
• DNP: Big Income, Market Crash Hedge
• JPRE: Current Allocation Suggests Defensive 2025 Positioning
• PFIX: Whopper Yield Won't Last, This Is A Hedging Tool
• The Value Of Dynamic Currency Hedging
• LRGF: A Strategic Multifactor ETF With Growth Potential
• XFLT.PR.A: An Attractive Security To Hold
• 2025 Global Outlook - Building The Transformation
• An Asset Allocation For 2025 And Beyond
• BTCW: Not A Compelling Investment Despite The Sponsor Fee Waiver
• PSQ: Betting Against Nasdaq On High Valuation, Worsening Global Business Environment
• Equity Outlook: New Year, New Equity Drivers
• EWQ: This Is Why France Is Increasingly Looking Like Greece
• Broad Market Gains Shape Moat Strategies For 2025
• SCHD: A Christmas Gift
• New Administration Motivates Fresh Look At International Investments
• SUSA: A More Aggressive ESG Fund With Disappointing Growth And Quality Features
• For ESGV, Ethics Is Not A Drag
• BMEZ: Remains Attractive With A Deep Discount
• Total Return Breakouts: LendingClub, "Zombie" Bank Winners And A Fed Rate Cut Next Week
• THW: Revisiting The 11.8% Healthcare Yielder As Thesis Plays Out
• iShares Biotechnology ETF: Playing Defense
• GXC: China Stocks Soar After Bullish Monetary Policy News
• OIH: The Pros And Cons Of The Oil Services ETF Product
• EVG: Not An Attractive Entry Point Anymore For This CEF (Rating Downgrade)
• SOXL Is Down -55% Since I Suggested Alternatives; My Recommendation Doesn't Change
• URNJ: Holding For Better Times
• XLK: Addressing The Unappealing Aspects
• PDO Vs. PDI: Which One Of These Double-Digit Yielding Funds Is The Better Buy?
• PIMCO's RCS At 80% Premium To NAV: Great Opportunity Or A Hidden Disaster?
• QQQI: Don't Sleep On This Income-Producing ETF On Track To Exceed A 13% Yield
• PGMAX: PIMCO Global Core Asset Allocation Fund
• LIT: Supply And Demand Are Indicating To Hold Tight
• QTDE: A Dangerous Dance With Unlikely Repeat Performance
• PCQ: Buy Case For Cali Munis Still Intact
• SCHD Vs. QDPL: Which ETF For Equity Dividends?
• XSOE: One Of The Key Ways To Outperform In Emerging Markets
• Portfolio Rebalancing And Valuations - 2 Risks We Are Watching
• VXUS: Compelling Equity Risk Premium, Low PEG Make It A Buy (Rating Upgrade)
• CTA: How To Reduce Portfolio Volatility With Actively Managed Futures
• DJIA: A Dow Jones Covered Call Fund, 6.7% Yield
• TILT: Total Market ETF With A Small-Cap Value Lean
• IGD Continues To Show Improvements, Now Covering Distribution
• LIT: Buying Lithium At A Bargain
• SCHD: I Estimated The Q4 Dividend So You Don't Have To
• Market Leadership Is Narrow. Your Portfolio Shouldn't Be
• GBAB: High Yield Income And Diversification With Interesting Bond Mix
• Argentina ETF On Top In 2024
• STEW Update: Equity CEF With Low-Cost Fixed Leverage Continues To Perform Well
• BHK: 4 Reasons Why I Am Cautious
• JEPI: The Stars Are Aligning For 2025
• Around The World In 80 Stocks: A Global Hunt For Value
• TGRT: A Solid But Not Special Large-Cap Growth ETF
• XMHQ: A Strong Play In The Upcoming Lower Rate Environment
• DGRS: Good Fundamentals, But Subpar Dividend Growth
• VXUS: 51 Countries Against 1
• SCHD ETF: It Is Boring, And You Can Do Much Better - Is It For You?
• Chart Of The Week: As Strategists Get Bold, Should You Fold?
• Enbridge, South Bow And The 25% Tariff On Canadian Imports To The US
• Staying Pro-Risk Into 2025
• SH: Best Direct Hedge Idea Against S&P 500 Bear Market In 2025?
• DTD: Dividend Payers Produce Big 2024 Returns, Eyeing More Upside In 2025
• Tax-Loss Stocks To Sell Before Everyone Else Does
• HCMT: A Unique Spin On Leverage Timing
• MAGS: Back To Its Best
• PSLDX: A Complex Mutual Fund That Has Trounced The S&P 500
• STCE: Not My Preferred Crypto Play
• JRI: This Infrastructure And Real Estate Fund Looks Expensive Right Now
• IGM: I Don't See The Point
• FAD: Growth ETF With Fading Attractiveness
• EFAV: Capturing Japan's Growth, But With Multiple Lackluster Qualities
• Timing Mutual Fund Sales When Rebalancing A Portfolio
• DIA Vs. DDM: 2 Ways To Play The Dow
• IWD: A Value ETF With Broad Exposure, Underperforming The Market
• CHIQ: Economic Struggles, External Pressures Will Continue To Weigh On China's Consumer Discretionary Sector
• QDPL: An Alternative To The 4% Rule For Retirement
• GDXJ: History May Favor Gold Miners Above S&P 500 In 2025
• SCHG: Why Low Yielding Funds Make Sense Too
• Market Feels Frothy - Ride It While We Can But Be Ready To Get Out!
• 2025 Outlook: Building The Transformation
• TMV: A Levered Play Against Treasuries
• ECAT: 21% Yield On ESG Stocks
• PEO: Exposure To The Oil Majors With 9% Yield And 12% Discount
• JEPI: Macroeconomic Volatility Could Help Performance In 2025
• Project $1M: End Of A Journey With Mission Accomplished
• NAIL: Not For Me Given Volatility In Homebuilders
• XME: Metals And Mining Stocks Are Cyclically Well Positioned, But Not Cheap
• DAPP: Digital Assets Are Here To Stay, Just Hold Tight Right Now
• Mexico Fund: Attractively Valued With A Stable Outlook In MXN Terms
• Morningstar And Others Are Wrong About USMV
• VEA: Do Not Confuse Cheap Price With Good Bargain
• PDO: How Good Is This 11% Yield?
• EQIN: A Good Value ETF, But Value Still Is Out Of Style
• Thematic Investing: Tomorrow's Themes, Today
• VTWO: The Diversified U.S. Stock ETF To Own In 2025
• VYMI: Efficient Way To Diversify Outside Of The US
• DVYE: Attractive Dividends But Challenged By Market Headwinds
• Magnificent 7 Diversifiers For 2025
• Preparing Portfolios For Multi-Asset Opportunities Ahead Of 2025
• Capitalizing On The Inverse Stock-Bond Relationship With Multi-Asset Portfolios
• Total Return Breakouts: Palantir, Quantum Computing And Value Investing
• Now Is Still A Great Time To Consider MTBA
• NLR: Promising And Still Has An Attractive Price
• International Equities: Opportunities Beyond U.S. Dominance
• SFLO: High-Quality ETF That Is Underachieving In This Bull Market
• DUBS: The Yield Boost Is Not Worth The Return Cut
• SPHY: A Neutral Risk/Reward Today
• The Recipe For A Top-Performing Value Strategy Requires Different Ingredients
• IVOL: Abandoning Ship (Rating Downgrade)
• CEF Weekly Review: BlackRock Doubles Down On Distribution Strategy
• Income Investing Playbook 2025: Ideas For A New Rate Cycle
• GraniteShares 2x Long COIN ETF: Fortune Favors The Brave
• Year-End Review Of High-Yield Closed-End Funds
• AIO: Strong Performance For This Hybrid 'AI' Themed Fund
• TLTW: Bullish Bonds? Then Avoid TLTW
• SPVU: Improved Outlook But This Enhanced Value ETF Isn't The Best Choice
• VOT: A Mid-Cap Growth Leader Riding On Tech And Favorable Rate Trends
• FEPI Could Struggle To Recover After A Tech Stocks Correction
• SCHD Is A Tech-Light Dividend ETF That Can Punch Above Its Weight
• Bitcoin ETFs Showdown: FBTC Trails IBIT In Liquidity But Fits Retirement Accounts
• XOVR: First ETF That Combines Public Stocks With Private Equity
• Quality Control: A Global Perspective
• 4 ETFs To Build The Ultimate 7.4% Yielding Retirement Portfolio In 2025
• DAPP: VanEck's Excellent ETF For Bitcoin, Crypto Exchanges, And Blockchain Exposure
• China Is Now The Second-Largest FTSE WGBI Market
• BLW: Positioned For U.S. Dollar Strength, But Very Expensive
• Total Return Breakouts: Tesla, Tapestry, And The Crypto Luxury Splurge
• How Methodology Affects U.S. Technology Index Performance
• YMAX: Unconventional Method To Wealth Building That Outperformed The S&P 500
• PDO: 11% Yield And Exposure To A Strong Mortgage-Backed Securities Market
• SVIX: All Quiet On The Western Front
• DTCR: Data Centers And Digital Infrastructure For AI Exposure
• IWF May Struggle To Sustain Its Robust Return In 2025, But IWD Could Shine
• SPYI: A 12% Yield With A Nice Tax Treatment
• EEM: This Is Why Emerging Markets Are Promising
• KCE: A Pre- And Post-Election Winner, Shares Extended (Rating Downgrade)
• PFFR: A Great Building Block In The Preferred Equity Space
• Top 2025 Long Idea: Invest In India With EPI
• NUGO: Beating Peers In 2024, But Its Track Record Is Still Short
• Enbridge: I Am Not Impressed With The Recent Dividend Increase
• Buying DBB As Base Metals Correct
• GRID: AI And Data Center Demand Fuel The Rally (Upgrade)
• Apple Ain't Cheap... Microsoft Is
• SABA: A Hidden Gem With Nearly 10% Distribution Yield And A Generous Discount
• IWD: Compares Poorly To VTV, And Conditions Don't Look Appealing Now
• XFLT: Distribution Trim As Rates Come Down
• EWT: In A Good Place, But Doesn't Offer Great Value
• Monthly Newsletter - November 2024
• Comparing The S&P Quality FCF Aristocrats Indices With The S&P Dividend Aristocrats
• GUT Rights Offering Results Quick Notes
• JEPQ: Dissecting Its 10% Yield
• ETHU: Trading The Volatility Shares' 2x Ether ETF
• SCHY: A Rare High Income Value Play Opportunity?
• IWF: Strong Performer Poised For Continued Growth In Shifting Rate Environment
• FDL: Makes Building A Dividend Portfolio Easy, But Has Weaknesses
• NZF: A High Yielding, Well Run CEF, But The Distribution Is Likely Not Sustainable
• SCHD: Wall Street Analysts Are Bullish And So Am I (Rating Upgrade)
• CLSE: Long-Short ETF Ahead Of The Competition
• CHY: This Expensive Convertibles Fund Has A Good Track Record
• EWG: Facing Growth Challenges And May Exhibit Higher Volatility
• ETB: Providing A Distribution Rate Of ~8.5% With Monthly Pay
• Russell 2000: IWM Vs. UWM - 2 Ways To Invest In Small-Cap America
• IAK: Trumpflation Keeps Reserve Portfolio Returns Higher
• SCHY: Makes An Excellent International Companion To SCHD
• Momentum Powers XMMO: Low Yield, High Costs, Big Returns
• JEPI Should Continue Higher In 2025 And Exceeds A 7% Yield
• Enbridge Vs. Enterprise Products Partners: Why I'm Buying One Of These 6% Yielding Dividend Aristocrats In 2025
• SPMO: This Is Really Impressive
• GOF: Here We Go Again
• BRW: Strong Recent Performance Has Improved This Fund
• VWO: Emerging Markets Face A Slew Of Risks In 2025
• Compounding Income Strategy With Cornerstone Total Return Fund
• SHY: Short Duration Is In Again
• Human Rights And Portfolio Risk: Why Investors Should Think Big
• Value Vs. Growth... Why Not Both?
• VT: Do You Think The U.S. Market Is Expensive - Check Out This ETF
• TMSL: Multi-Factor ETF Off To A Good Start
• VEA ETF:  America's Allies Are Faltering
• RA: Fixed Income Is Not The Best Way To Play Infrastructure
• SOXX: Not Time To Cash In
• CDX: High Yield Fund With A Wide Mandate (Rating Downgrade)
• FDLO: Balancing Growth And Stability With Low Volatility
• The Two Trillion Dollar Question And The S&P 500's Cautionary Risk Premium
• The Opportunities Across Private Equity's Current Liquidity Landscape
• Buying GLTR On The Dip
• Taking A Defensive Stance On Defense Stocks
• USRT: Large Cap U.S. REITs Likely To Trail Small Peers In 2025
• XLU: The Perfect Blend To Buy
• VanEck Retail ETF: Don't Get Carried Away By The Holiday Shopping Hype
• BIZD: Exceed 10% Yields With This ETF Rather Than Picking Individual BDCs
• XLI: Industrials Sector Continues Its Quiet Leadership
• TMFM: Outperforming Its Peers In 2024, Yet Uncompelling
• MCI: Mixed Outlook With Interest Rate Cuts (Rating Downgrade)
• XSW: Positioned For Long-Term Growth Amid AI And Rate Shifts
• Uneven Earnings Call For Granularity
• COP29: Show Me The Money!
• ZTR: Play The Forward Growth Of Utilities With This High-Yielding CEF
• ETHA: Is It Ethereum's Turn Yet?
• DIV: A High-Yield Dividend Fund Underperforming Peers
• Japan's Investment Landscape: Opportunities Amid Transformation
• XES: Oil Service Stocks Setting Up Well For 2025 Despite Technical Risks
• UTF And RLTY: Quality Infrastructure And Real Estate Looking Attractive
• MLPX: Understanding Opportunities And Risk With Trump
• Introducing The S&P Quality FCF Aristocrats Indices
• XLU: Utility Stocks Have Just Begun Their AI-Driven Ascent
• SCHO: Why I'm Writing About 4 Dollars
• DFEN: Too Risky Right Now
• NAD Vs. NXP Revisited: Time To Delever
• SKYY: Hard To Ignore, But Overvalued
• RING ETF And China's Massive Gold Mining Discovery
• Bitcoin ETFs Showdown: BTCW Falls Short Against IBIT
• An Update On NUGT: The Leveraged Senior Gold Mining ETF
• November AAII Asset Allocation Survey: Bond Allocations Increase
• GCOW: A Stable Dividend Strategy With Limited Growth Potential
• USCA: PBUS ETF With A Climate Twist
• TBG: A New And Promising Dividend Growth ETF
• EVF: Lacks Appeal In Today's Environment
• BlackRock Really Wants You To Own Their Option Income CEFs
• SPYD: High-Yield Might Have More Risk Than Benefit
• Drill, Baby, Drill - But Buy ENFR Instead Of The Drillers
• BCAT: The Easy Money Has Been Made (Rating Downgrade)
• SCHD Is Both Cheap And Good
• DSL: Quarterly Update On This Richly Valued CEF
• PFFA: Top ETF For Preferred Stock Dividend Income
• Build Your Own SCHD With A Twist
• AMZA: Long-Term Value Still Questionable
• URA: Nuclear's Rebound Has Legs, Bullish Heading Into 2025
• FLBR: Skeptical Vision Comes True
• UTWO: Straightforward 2-Year Access
• SOXL: How I Generate Good Income From Triple Leveraged ETF
• RAVI: Interest Rate Risks And Opportunity Cost Are Looming
• VNQ: Flying High But Turbulence Ahead
• GCOW: An International Dividend Fund With A Solid Track Record
• EOS: Collecting Income From Diverse Range Of Equities
• TECL: A Low Volatility, High Return Strategy
• SCHQ: Limited Upside Amid Rising U.S. Debt, Slower Rate Cuts
• CGCP: An Active Bond Fund That's Working
• TQQQ: Wall Street Moves Out Of Tech Stocks
• SHLD: Better Than ITA As US Now Faces Organized Opposition
• UDOW And Leveraged ETFs Drift In December
• CGGR: Growth Opportunities With Balanced Tech Exposure
• IEUR: A Solid Core Europe Fund
• SPLG: S&P 500 Dashboard For December
• ROE: Excellent Portfolio But Bleak Performance, Best To Watch From The Sidelines
• ETV And FFA: Call Writing Funds Generating High Distributions For Investors
• IWO: Small-Cap Growth Could See Huge Gains In 2025
• Going Into December, SPY Or TLT, Which Is The Better Buy? (Technical Analysis)
• GARP: A Good Portfolio But Expensive
• XDTE: 16% Yielding SPX Fund's 10-Year Income And Capital Projections
• CLOA: CLO ETFs And How To Manage Risk
• GCOW: Lacking Style Momentum Heading Into 2025
• DIV: Expect Super Dismal Returns From This ETF
• How To Get $100k In Annual Income From $425k Portfolio: My Income Compounder Approach
• PREF: Active Preferred Equity Fund That Does Not Impress
• CEF Weekly Review: Emerging Market Debt Remains A Tricky Income Holding
• XLB Vs. VAW And RSPM: 3 Materials Sector Funds, One Is Clear Winner
• EPU: Has The Peru Rally Lost Steam?
• QUAL: A Quality Portfolio Too Similar To The S&P 500
• SVOL: Capturing VIX Premia For A 16.12% Yield
• PDI: Avoid This 14% Yield
• Moving Averages: S&P Finishes November 2024 Up 5.7% (Technical Analysis)
• A Dynamic Way To Allocate  Stocks, Bonds And Gold
• JPIE: Is Still A Buy
• ARGT: It's Just The Beginning Of Improvement
• GPIQ: Nasdaq-100 Exposure With Yield
• GRPM: Excellent Fundamentals, But Not The Best 'GARP' ETF
• QQQ: Don't Let The Skeptics Fool You
• The Hidden Environmental Costs Of Tech Giants' AI Investments
• AI's 3 Investing Phases
• EWW: Potentially A Winner In The Next 4 Years
• SPYI: Well Managed Fund Relative To Alternatives
• JQUA: Better Than QUAL, But Wait For A Pullback To Own It
• NBXG: Discount Remains Appealing With AI And Tech Infrastructure Exposure
• VVR: Adequate But Not Impressive Income
• QUAL: Focusing On High Quality American Companies
• Enbridge Still Deserves A Bullish Outlook
• PDI Vs. Peers: Double-Digit Yield But Still Underperforming
• DFSU: When Sustainability Brings Excess Return
• IGV: Software Is Expensive
• BITQ: An Extremely Speculative Mix Of Crypto-Related Stocks
• DGS: Emerging Market Small Caps Offer Value And A High Yield
• Janus Henderson U.S. Real Estate ETF Q3 2024 Commentary
• EWQ: A Good Way To Access France When The Trend Turns
• SPE: Stick With This Activist CEF As They Deliver On Recent Performance
• KNO: A Unique Spin On Innovation
• OUSA: A Solid Dividend Fund
• Bitcoin ETFs Showdown: IBIT Edges Out ARKB
• PAVE: Facing Trump's Budget Balancing Act
• SPGP: Balancing Growth And Value, But Falling Short
• IDVO: Diversifying Your Income With International Exposure
• BMEZ: A 14.2% Yielding CEF With An 11.85% Discount And Activist Pressure
• BIZD Vs. PBDC: Simple Choice For Conservative Income Investors
• VNM: Better Than VNAM, But Potential Tariff Risks Should Not Be Discarded
• Artificial Intelligence: 5 Trends To Watch In 2025
• Nasdaq 100: Upcoming Index Reconstitution Could Be A Major Event
• FinTech Momentum Could Continue Into 2025
• NMZ: I Wouldn't Chase Returns Here (Rating Downgrade)
• VGT: Why It Is A Strong Large Growth ETF
• 5 Facts You Don't Know About The FTSE China A50 Index
• VEA: A Bad Pick For Trump's Second Term
• HYGW: Avoid This Amortizing ETF
• How The Improvement Of Sustainability Data Enables A More Robust S&P/BMV Total Mexico ESG Index
• IYE: Energy Stocks Rallying Despite Weak Oil Prices, Cheap Valuation
• UTES: Better For Investing In Vistra And Constellation
• THW: Valuation Is Attractive Once More (Rating Upgrade)
• European Logistics: An Evolving Landscape
• STXG: Strive's Large-Cap Growth ETF Might Be Too Well Diversified
• IGA Vs SPY: One Looks Like A Buy
• SVOL: Another Dividend Cut, But I'm Not Worried
• RPG: Exposure To Technology Stocks Beneficial But Valuation Elevated
• CSM: Unconvincing Long-Short ETF
• SHLD: Potentially Bumpy Waters Ahead For Defense Names
• VCRB: A Solid Active Core Bond Fund
• Turbocharging Stock Market Volatility With UVIX
• Distribution/Dividend Coverage: Why It's Important And What Investors Need To Know
• AIO: Nothing Artificial About The Total Return From This High Yield Equity CEF
• AIQ: A Buy On Diversified AI Stock Exposure
• BKT: Absorbing A Smaller CEF
• GSST: Interest Rate Uncertainty Makes Ultra-Short Debt Quite Attractive
• SGOV: Especially Useful For Uncertain Times
• AVUS: Broad Market Exposure With Low Valuation
• NXJ: Municipal Bond Fund Designed For New Jersey High Earners
• UMI: Actively Managed Midstream Energy ETF, Few Advantages To Peers, No Reason To Buy
• U.S. Infrastructure Growth Expected To Continue Post-Election
• GDLC: Achievement Unlocked (Again)
• Beyond The Trump Trade: U.S. Equity Investing In A New Policy Era
• How To Invest $10,000 In A 'Trash Stock' Portfolio Inspired By Oscar The Grouch
• Views From The Ground: India - Keep Calm And Carry On Compounding
• International Quality Dividend Growth: Annual Rebalance Summary
• BUI: Good Diversification Between Traditional And Renewable Energy At A Discount
• USHY: Yield Spread Hits A New Low Vs. Investment-Grade Bonds (Rating Downgrade)
• TAN: A 'So Bad, It's Good' Play, Undervalued, Bullish Technicals Emerge (Rating Upgrade)
• Modi Wins Key State Elections, Instilling Confidence In The Indian Stock Market
• BST: Tech Plus Dividend Income Is An Oxymoron
• S&P 500 Index Is Now More Like A Technology Sector Investment
• USFR: I Still 'T-Bill And Chill'
• SGOV: Rate Cuts, Short Maturity Treasuries, And A Normalizing Yield Curve
• VHT: Valuation Is An Issue
• RNP: Predictable Income From Cohen & Steers
• JPEF Is An Active ETF To Shortlist, But Mind Performance Nuances And Expenses
• Enbridge Vs. Brookfield Infrastructure: Only One Is A Buy
• TBT: A Bet Against Long Duration Rates
• CFO: A Timing Methodology Failing For 10 Years
• URNM: A Uranium ETF With Upside Potential
• SRHQ: Heavy On Tech, Attractively Priced, But Questionable Quality
• AWP: Understanding Your 11% Yield And 2% Total Return
• DFAR: Real Estate Exposure, But Nothing Special
• CII: Name Change And Policy Tweak For This Equity CEF
• ACV: Steady Monthly Distribution From A Hybrid Portfolio
• IEO: Gains To Come, Along With U.S. Production Growth
• TLT: The Bessent Bottom?
• WGMI: The Bitcoin Mining ETF Pares 2024 Gains, Eyeing An Entry Idea
• Enbridge: Dividend Play For Retirees And Income Investors, Yielding Over 6%
• ARGT: Strong Country ETF YTD Sees Record Inflows
• VGLT: A Compelling Opportunity If You're Ready For Higher Volatility
• ISPY: I Spy An Income Machine With This Covered Call ETF
• Discounted Opportunities: Why NFJ Deserves Your Attention
• MTBA: Asymmetric Risk/Reward - Raise To A Buy
• QYLD: Big Yields Come With Bigger Pitfalls
• The Dow Jones Industrial Average: A New Era Of Sector Representation And Weighting
• SQQQ, EQLS, And Fighting The Urge To Short
• BUZZ Investing: Election Sparks 'Trump Trade' Rally
• Eagle Point Credit: Is This 21% Yield Sustainable?
• HIO: High-Yield CEF With International Exposure
• RWO: Global Real Estate In A Simple ETF
• XLE: Mind The Gap Between Oil Stocks And Oil Prices
• 2023 Performance Of Private Markets Benchmarks: A Mixed Bag
• The S&P 500 Top 20 Select Indices: A Deep Dive Into Mega-Cap Performance
• Introducing The S&P 500 Top 20 Select Indices
• EPOL: The Surging Dollar Weighs, But Value Remains
• IBIT Options And Insatiable Corporate Demand: A Historic Squeeze Is Coming To Bitcoin
• VTI: 3 Reasons Why The U.S. Stock Market Could Halt Its Growth
• XYLD: There Are Better Alternatives
• CIBR: A Decent Cybersecurity ETF, But Here's A Better Strategy
• SCHO: A Good Place For Short Term Money In An Expensive Equities Market
• SPFF: Shrinking Value Since 2012
• Opportunities In Biotechnology Will Follow Advancements In The Science
• HYBL Beats Competitors In 2024, But Shows Decay In Value
• JNK: Underweighting Makes Sense
• XLRE: Better Than Bonds
• SPHQ: How Nvidia's Exit Impacts This High Quality S&P 500 Index Fund
• Should One Invest In Real Estate? Only In Small Portions If You Must
• RETL: Leveraged Retail Plays Not Paying Off
• How My Investment Strategy Changed Once I Hit Seven Figures
• 2 Places I Would Invest $50,000 For Income Right Now
• Compounding Wealth: My 3 Core Investment Picks
• TLTW: 15% Yield With Favorable Macro
• CONY: 5 Critical Lessons All Dividend Investors Must Learn From Mega Yielding ETF
• MSTU: T-Rex's 2x MicroStrategy ETF Captures Lightning In A Bottle, Turns Into A $3 Billion Behemoth
• GBTC: It's Time To Move On From This ETF (Rating Downgrade)
• VIG: A Nice Balance Between Growth And Stability
• The Largest Bond ETFs Are Good, But These ETFs Are Better
• EMHY: A Solid Way To Access Emerging Market Bonds
• RDTE: High Yield Covered Call Fund With Small-Cap Exposure
• CAF: NAV Discount Makes It A Buy
• SPSB: Not An Attractive Entry Point Anymore (Rating Downgrade)
• FMDE: An Option For Diversified Exposure To Mid-Cap Stocks
• Here's How Much You May Actually Need To Retire With SCHD
• FDTX: Disruptive Tech With Global Exposure
• Three Reasons ENFR Could Perform Well Going Forward
• SPSM: Time To Buy Small Caps
• EXG And ETG: 2 Global Funds At Attractive Discounts
• ARKK And ARKQ: As Tech Advances, These Busted Growth ETFs May Reward Patient Buyers
• FBND: An Outperforming Bond Fund
• SPDW: Diversified International Equities Offering A 7% Forward Earnings Yield
• IGIB: Banking Exposure And Duration Concerns Under Trump
• Black Friday Retail ETF View: XRT, RTH And 3 Things Many Miss With ETFs
• 5 Best CEFs This Month For 8.5% Yield (November 2024)
• NANC And KRUZ: Tariffs Are The Wildcard
• MSTY: Profit From Bullish Bitcoin Trend
• IWC: Weak Growth Profile Makes It Less Attractive
• VPLS: Simple Active Bond ETF, Slightly Above-Average 4.4% Forward Yield And Returns
• STRV: The S&P 500 With Active Corporate Governance
• EFT: Forward Performance Will Likely Disappoint Due To Rate Cuts
• BSTZ: Technology Growth Fund Yields 12% And (Still) Trades At Wide Discount To NAV
• SNPE: A Growth-Tilted S&P 500 Index Fund Hiding Behind An ESG Theme
• AVUV: Small-Cap Value ETF, Strong Performance And Momentum, Cheap Price And Valuation
• SCMB: Schwab Offers Low Cost Municipal Bond ETF But Not Great Results
• MSTY: Leverage The Volatility As BTC-USD Prepares To Breach $100k, Upgrading To Buy
• VGT: Tech Stocks Look Tired
• CEF Weekly Review: Over-Generous Managed Distribution Policies Will Disappoint
• LGLV: Another Low-Volatility ETF With A 'Sharpe' Problem
• MSTY: Two Strategies, One ETF, Effective Only In A Sideways Trend
• BBHY: JPMorgan's Take On The High Yield Market
• Move Over SCHD: 2 Game-Changing High-Yield ETFs Investors Can't Ignore
• BNDX: The Case For International Bond Exposure
• ETCG: Discounted For A Reason
• SIXG: The Next Big Tech Wave
• Why Sustainable Innovation And Investing Will Still Matter In The Trump 2.0 Era
• HYT: Decreasing Exposure To Floating-Rate Securities Is The Correct Move Today
• The Enduring Advantage
• EWM: Financial And Ringgit Exposure Not The Best With Trump
• The Five Factor Model: 2 Updates To The 4% Valuation Rule
• 2024 Japan Dividend Rebalance
• XOP: Oil And Gas Relative Strength Picks Up, ETF Valuation Compelling
• CEFS: Activist Manager Unlocks Value In Closed-End Funds
• SPYV: Fundamental Outlook Makes It A Solid ETF For 2025
• GLD And SLV: Buy The Dip, Especially For SLV
• PEY: Good Yield, And Cheap Valuations, But VYM Appears To More Reliable
• SOXX: 2024 Has Formed A Head And Shoulders Pattern (Technical Analysis)
• Why I Added $10,000 Of VYMI To My SCHD Position
• A Reality Check On Private Markets: Part III
• APLY: Printing Income From Apple Exposure Comes At A Cost
• UTF: 7% Yield On Utilities And Infrastructure Vs. Peers
• Top Nuclear Energy Companies Shaping The Future Of Clean Power
• ILCV: Value With Some Tech Exposure
• Real Asset ETFs: Really Underappreciated
• XRT: Underlying Conditions Look Healthy, But Don't Get Too Complacent
• $10,000 Monthly Dividend Retirement Portfolio To Sleep Well At Night
• NTSX: Leveraged 60/40 Strategy At Low Cost
• A Fresh Look: International Dividends' Annual Rebalance
• Turning Bullish Once More In TMV
• VanEck Uranium And Nuclear ETF: I Don't Like The Composition
• XMMO: A Great Growth Play Without Big-Cap Names
• Opportunity In Uncertain Times: Strategies For Long-Term Investors
• GVIP: A Portfolio Of Top Hedge Fund Ideas
• URA: The Uranium Trade Isn't Too Crowded Yet
• LONZ: Lower Fed Funds Make This Name A Hold (Rating Downgrade)
• IHE Contraction Is Not Justified By Fundamental Data
• ACWX: Improving Macroeconomic Environment With Fair Valuation
• NVDL: Pain Still Awaits
• XLC: Hold On, But Be Prepared To Sell
• Profitability Matters In Canadian Small Caps
• SGOV: The Labor Market May Weaken In 2025 While Inflation Rebounds
• SILJ: Expect Higher Prices For The Junior Silver Miners ETF
• Zombie Banks Coming Alive As Yields Begin To Peak
• SHE: Starting Over With A Smarter Gender Diversity Strategy
• FDIS: Robust Growth Outlook But Valuation Not Cheap
• HQH: Declines Bring Potential Opportunity
• CFA: Low-Volatility ETFs Have A Sharpe Ratio Problem
• FVAL: Low Valuation With An Unusual Sector Allocation For A Value Fund
• VSS: A Cheap Way To Add International Small Cap Stocks
• Negative Correlations, Positive Allocations
• DGRO: Forfeiting Yield For Quality
• Georgia Broker-Dealer Learns Costly Lesson From FINRA On ETNs Vs. ETFs: A Discussion On ETF Construction And Effects On Risk And Taxes
• GPIX: Income Play On The S&P 500 That Can Outperform
• Why The Election Rally Could Continue
• $10,000 Invested Into A Portfolio Made Of Steel
• SCHD: Doesn't Deserve The Flack, Doing What It Should
• MSTX: Take The Risk, Make The Gains
• PPA: Defense Stocks ETF Positioned To Soar
• The BlackRock Innovation And Growth Fund: Attractive Discount To NAV
• DLY: Bonds Continue To Face Headwinds
• EWL: Switzerland Stocks Not Cheap Enough
• Re-Positioning In An Active Core Strategy
• SPBO: A Balanced Fixed-Income Approach
• Notes On The PCF Annual Shareholder Report And Rights Offering
• PFFA: One Of Our Favorite 'High Yield' Funds On The Market
• RWL: Layering A Fundamental Factor On The S&P 500 Works
• Tom Lee's Granny Shots ETF An Early Hit, See What's Inside GRNY
• PSWD: The Cybersecurity Sector At A Perfect Price
• QQA: Nasdaq 100 Exposure With A 10% Yield
• HIGH: A Sophisticated Strategy, Limited Results
• USXF: An ESG Fund That Holds A Whole Lot Of Nvidia
• If I Could Only Own 3 ETFs For The Next Year
• CET: This Stellar CEF Offers Outperformance And Diversification
• SPLG: With A P/E At 22 And Stalled EPS Growth, Is The S&P 500 Overvalued?
• XLE: Trump SPR Refill And Geopolitical Risk Point To Oil Rally In 2025
• DFAS: A Good Small-Cap Option
• SPHD: It Has Probably Peaked For Now
• 2025 Thematic Outlook: AI And Geopolitics Forge New Paths
• IAI: Cashing-In A 20% Short-Term Return Amid Worries About Rates And Economic Uncertainty (Downgrade)
• XLV: Healthcare Stocks In Critical Condition (Rating Downgrade)
• PAXS: Yields Over 11% And Looks More Enticing As Rates Decline
• Walmart Streak Suggests It Can Weather Trump Toll
• MOAT: Morningstar's Wide Moat ETF Takes Investors On A Bumpy Ride
• BFOR: GARP ETF With Attractive Fundamentals And Average Return
• Low Probability Of Loss: Why It Doesn't Equal Low Risk In Investing
• NDMO: I Have A More Bullish View Heading Into 2025 (Rating Upgrade)
• How You Could Retire With $1 Million In 2025
• BMVP: Multifactor ETF With Little To Show
• 3 Layers Of Active Portfolio Construction
• VNQ Vs. VNQI: Why International Real Estate Looks More Appealing Right Now
• Equity Outlook: Will Lower Rates And Strong Earnings Be Enough To Keep Markets Up?
• Global Liquidity Vs. Debt Maturity Wall: What Investors Need To Know About 2025
• Sector Neutrality - An Essential Mechanism Within The S&P 500 ESG Leaders Index
• Why Consider Frontier Markets Debt?
• VCLT: High Yield And Rate Sensitivity
• JTEK: The JPMorgan Approach To Tech Investing
• IXC: Global Energy Stocks Catching A Bid Post-Election, Remain Cheap
• Big Dividends From An Underappreciated AI Play: UTF Vs. AMLP
• EDF: Winning The Loser's Game With This High Yield Emerging Market Debt CEF (Rating Upgrade)
• QQQ Shows At Least 4 Bubble Signs Amid Post-Election Rallies
• WEA: Investment-Grade Tilted CEF Portfolio, But Discount Remains Tight
• AWF: The Fund Is Positioned For A Strong U.S. Dollar In Advance Of Trump
• PSP: Not My Preferred Private Markets Play
• Biotech: 3 Reasons The Recent Selloff Is A Buying Opportunity For XBI (Upgrade)
• Enbridge: Strong Tailwinds For The Next Several Years
• The Taxing Effect Of Taxes
• How I Repurposed My Late Father's Trust Account
• The VDE ETF: A Bearish Short-Term Trend Turned Bullish
• FSTA: Consumer Staples Dashboard For November
• XYLD: Managing S&P 500 Uncertainty With A Covered Call Strategy
• YYY: A Cautionary Tale Of High-Fee, Low-Return Investing
• UYG: A Leveraged Bet On Financials For Upcoming Deregulation
• IXJ: Healthcare Sector Dashboard For November
• S&P 500 Has A Lot Of Popular Losers
• Undercovered ETFs: Nuclear, Uranium, China, India +
• XDTE: Living Off A High Yield Can Be Sustainable
• SDOG: Avoid This 'Dogs Of The Dow' Strategy
• BWX: A Great Diversifier Against Treasuries
• GLIN: A Dip-Buying Opportunity Emerges In India
• VGK: Europe Facing Another Energy Crisis And The Prospect Of A Two-Front Economic War
• ECC: A High Yield Macroeconomic Bet On Low Default Rates
• U.S. stock futures and bond yields drop on reports Putin has updated nuclear doctrine
• Post-Election Impact Insights For The Compliance Carbon Markets
• S&P/ASX 200 High Dividend Index: Q3 2024 Performance Attribution
• FTHI: Is The Trade-Off Between Income And Growth Worth It?
• VCIT: High Credit Quality, Decent Yield, And Moderate Rate Sensitivity
• From Equities To Real Assets: Key Trends Shaping Multi-Asset Investment
• AGG: Close To A 5% Yield, With Cash Just 4.5% (And Falling)
• FLRG: A Low Volatility Fund Delivering Strong Returns
• UGL 2x Gold 15% Dump: Start To Be A Potentially Risky Choice
• FSEC: MBS Fund From Fidelity, Intermediate Duration
• PUTW: Is This Income-Focused ETF Worth The Risk?
• CGGO: International, Growth, And High Quality
• ROUS: Hartford's Large-Cap Value ETF Is Well Designed And Well Balanced
• The Only Time To Buy This 10% Yield: JEPQ
• RING: Super-Sized Ownership In The 3 Largest North American Gold Miners
• FLJP: Tariffs A Dark Cloud Over Automotive-Dominated Index
• High-For-Longer Shapes Strategic View
• Fabless Semiconductor Companies: The Brains Behind Edge Computing
• CGO: Revisiting This Fund Following The Election
• A Reality Check On Private Markets: Part II
• BBN: I Believe This Fund Is In The 'Buy' Zone (Rating Upgrade)
• UTES: A Strong Performing ETF Thanks To Active Management
• PTF: Technology Dashboard For November
• NUSI's Collar Play: Balancing Income And Risk In The Nasdaq 100
• NUSI's Collar Play: Balancing Income And Risk In The Nasdaq 100
• JEPQ And Its Place In An Income Portfolio
• NVDY ETF's Efficiency Is Uncanny And Shouldn't Be Counted On Going Forward Despite Nvidia Potential
• CWS: A Solid Active Fund
• VTC: An ETF Of Bond ETFs
• JEPQ: We're Coming Around On This 9.5%-Paying 'High Yield' ETF (Rating Upgrade)
• RSPU: Utilities Sector Dashboard For November
• EWP: Another Trump Trade Beneficiary?
• Eagle Point Credit: The 8.5% Yielding Series D Preferreds Are Discounted, I Doubled My Position
• SMH: A Textbook Buying Opportunity Has Arrived
• NML: Well-Positioned For The Incoming Administration
• Nasdaq 100 Infighting Makes QQQM, QQQ Risky Bets (Technical Analysis)
• 3 Portfolio Takeaways Inspired By Buffett
• JEPQ: Tech Volatility Perking Up, Stick With This Nasdaq 100 Covered Call ETF
• IWMI: Short History, Strong Yield
• VCIT: Yields Are Looking Attractive Again
• IGLB: Trump Solidifies Our Negative Outlook On Rates
• SPTI: At Some Point, The Flight To Safety Trade Will Help This ETF
• My 9.5% Income Portfolio CEFs And Classic Cars
• VNLA: Yield Has Gotten Too Low, Risks Outweigh Rewards (Rating Downgrade)
• GPIX: A Superior S&P 500 Income Play
• TSPA: A Fund That Actually Beat The S&P 500
• EFV: Rotating To Value
• VSDA: Solid Dividend Growth, But Underperforming Peers
• IPO: Favorable Capital Markets In 2025 Not Yet A Tailwind (Rating Downgrade)
• MXI: Materials Dashboard For November
• Outperforming The Competition: A Look At GPIQ
• SMIG: Solid Exposure To Small And Mid-Cap Holdings
• STK: A Technology Equity Fund With Call Overwrite, A 5.5% Yield And Solid Growth
• Emerging Markets Without State Ownership
• VanEck Semiconductor ETF: In A Holding Pattern
• SPYG: Party Like It's 1999!
• VIG Vs. DGRO: Buy The One With Better Dividend Fundamentals
• Key Implications Of Trump 2.0 For Private Equity
• BYLD: Good Actively-Managed Bond ETF, But Better Choices Out There
• Balancing Risks As The Credit Cycle Turns
• Rate Rally Reinforces The Case For EM Bonds
• VBF: High Quality Focused Fixed-Income CEF
• RZG: Why The Pure Growth Approach For Small-Cap Stocks Hasn't Worked
• SPSK: A Unique Way To Generate Income
• IYJ: Industrials Dashboard For November
• VIOG: This Vanguard ETF Looks Vulnerable Under Trump 2.0
• XDTE: Chasing Yield With 0DTE Options
• Fallen Angels: Rates Rise, Spreads Tighten
• My Stock Portfolio: Winners And Losers (6-Month Review)
• CEF Weekly Review: Few Opportunities This Tax-Loss Season
• Recalibrating My Capital Allocation For Trump 2.0
• Reassessing Corporate Tax Policy In The Election's Aftermath
• What Happens After The Top 10 Stocks Outperform?
• CLOB: New Diversified CLO ETF By VanEck, Strong 7.0% Yield To Maturity
• COPX: Copper Mining ETF A Hold Amid Commodity Price Slide
• VTV: Value Stocks Hit New Highs Post-Election, Monitoring Valuation Trends
• DIAX: The Covered Call Dilemma
• TUA: Favorable Reward To Risk (Upgrade)
• VGK ETF: Tariffs Or Not, Europe Is A Risk Too High To Handle
• NVDY: If You Missed Out On Nvidia, Consider This High Yield Play
• Feet On The Steering Wheel, Eyes On The Rearview Windshield
• Why The Current Bull Market Deserves Your Trust Against Popular Doubt
• HYBI: New HY Credit ETF, 6% Yield
• VTI Vs. VOO: You Need To Look At This Chart
• EWI: Another Trump Trade Alternative?
• 7%-Yielding Retirement Dividend Growth Machine: VYM And 7 Other High Yields
• PHB: Trump Means Caution On Duration Bets
• AVEM: A Better Way Of Accessing Emerging Markets
• XMPT: An ETF Of Closed-End Funds With Good Yield
• Mom's IRA: A Review Of How I Repositioned Her Account
• DNP: Improving Finances And Inflation Protection
• UPGD: A Super Interesting Fund Focused On Analysts
• Market Churning? A Solid Decision Framework Will Help
• What Investors Are Focusing On As Trump's Agenda Takes Shape
• EWS: This Singapore ETF Offers A Good Dividend Yield, But Caution Prevails
• Bitcoin's Passing The Baton To Altcoins
• VCR: Consumer Discretionary Sector Dashboard For November
• How To Invest $100,000 In Large Cap Stocks: A Tax-Efficient Advisor-Less Strategy
• Eagle Point Income: Q3 Earnings Reinforces Portfolio Strength
• WTV: Low Valuation, Outperforming Peers
• NVDY: High-Yield Covered Call Play On AI
• NVDY: Stick With Option-Income ETF Into Nvidia's Earnings
• Going Head-To-Head With QQQ
• More To Come From China?
• Will The Election Results Affect Your Investments?
• 3 Stress Free Dividend-Focused ETFs
• Tradeweb Exchange-Traded Funds Update - October 2024
• INCM: True To Its Ticker
• GXG: Improved Economic Outlook In 2025 Bodes Well For Colombian Equities
• YMAX: Is This 43% Dividend Yield Sustainable?
• BAMG: Growth ETF Making A Bad Start
• ISPY: Outperforming The Buy-Write Crowd
• SPXX: Key Considerations Before Investing
• Worried About A Bubble In U.S. Stocks? Then Check Out SCHY
• FEZ: A Trump Trade Alternative?
• FOF: Overweight Position To Equity Funds Is Nice Today
• Small-Cap Stocks Poised To Benefit From Fed's Easing Cycle
• SPLV: You Might Want To Consider Low Volatility Equities In Today's Market
• EWY: South Korea Stocks Stumble Post-Election, Eyeing Downside Targets
• MCHI ETF: Beijing's Stimulus Vs. Trump's Tariff Threats
• SPY: Seek Shelter As P/E Nears All-Time High Amid Post-Election Rallies
• 3 Closed-End Fund Buys In The Month Of October 2024
• UNG: Natural Gas Moves Into Peak Demand Season
• APUE: This Sophisticated ETF Still Has To Prove Itself
• XLK: Underperformance Likely To Continue
• Introducing The Dow Jones Developed Green Real Estate Index
• BITO: The Election Has Improved Bitcoin Miners' Fundamentals
• CONY: Still Not Suitable For Income Investors
• FLTR: Investment-Grade Floating Rate ETF, Good 6.1% Yield And Returns
• COP29: Temperature Overshoot, Policy Undershoot
• Small Caps: To Index Or Not To Index
• VFLO: One Of The Best ETF Buys With The Market At All-Time Highs
• EEM: It's Getting Worse
• QQQX: Mitigate Risk And Generate Income While Still Owning The Nasdaq
• FLIN: Don't Write Off India Just Yet
• BCV: Decent, But Not Amazing Compared To Other Convertible Funds
• CNYA: Exposure To A-Shares Makes It A Buy, Despite High Expense Ratio And Overvaluation
• BST: Overrated, With Hidden Fundamental Flaws
• IVW: Why I Don't Like Growth Right Now
• PFM: Not As Good As VIG Or NOBL, And Has Other Flaws
• BITW: High Beta Crypto Play In An ETF Format
• PKB: Optimism Grows Post-Election, High Interest Rates A Risk
• SIXH: A Solid Defensive Equity Portfolio
• DBL: Focus On Mortgages Is A Real Problem Today
• WDI: Attractive Monthly Distribution, But Watching Coverage As Discount Narrows
• ACSI: A Compelling Thesis Doesn't Make A Good Investment
• QYLD Vs. SCHD: Only One ETF Is A Good Option In Retirement
• QLC: Quality, But Not Really Different
• JPST Vs. ICSH: Which One To Pick?
• Russell 2000 Not A Great Fit In RYLD's Strategy
• Think Value And Growth - Not Just Value Or Growth
• RCS: Don't Be Fooled By The Share Price Performance, This Fund Appears Overpriced
• EPI: Solid Track Record, But Risks Have Picked Up
• SCHD Vs. SCHH: REIT Is SCHD's Achilles Heel
• AMLP: The Pipelines Are My Preferred Energy Play Heading Into A Trump Administration
• Charter Communications announces buyout deal for Liberty Broadband at terms above its previous proposal
• Sacrificing Upside For Income: A Look At FTQI
• CEF Insights: Gold Sector Review And 2025 Outlook
• How I Would Invest $10,000 In Today's Market
• Why Healthcare Investors Shouldn't Bank On Drug Pipelines
• Capex: The Fuel Supply For The Artificial Intelligence Megatrend
• STIP Shows It: The Market Still Fears Inflation
• A Review Of The Recent Strong Performance Of The S&P 500 Quality, Value And Momentum Multi-Factor Index
• Seeing Green: The Next Infrastructure Wave
• Equity Exuberance And Fixed Income Foreshadowing
• Balancing Out Index Weights
• Trump's Election Win: Key Takeaways For Investors Globally
• Moat Stocks Review: Navigating Bonds, Beauty And Battleships
• PDI: Beware The Massive NAV Premium
• The Tyranny Of IRR: A Reality Check On Private Market Returns
• A Measure Of Success - The Evolution Of ESG Scores In The S&P 500 ESG Index
• My 7% Yield Income Portfolio Still Carries Little Market Risk
• Be Aware Of S&P 500 Index Concentration
• SMIN: High Growth-High Price, Spotting A Better Entry (Rating Downgrade)
• BITO: Useful For Bitcoin Options, Better Alternatives Exist For Spot
• SIXA: I Love The Top 10 Here
• GAB: Risks Abound For This Underperforming Equity CEF
• Is NVDL Worth The Risk?
• DBA: Agriculture Exposure Has Potential To Grow Your Portfolio
• MDIV: Income From A Nice Mix Of Places
• VUSB: With The Fed Easing, Duration Is Now Key (Rating Downgrade)
• SCHV: The Case For Large-Cap Value And The Risks
• JPC: A 9.8% Dividend Yield In Addition To Potential Capital Gains
• VOO: Time In The Market Is More Important Than Timing The Market
• QYLG: Capturing Income And Riding The Nasdaq Wave
• DIA: It Could Be 2016 All Over Again
• BBJP: A Better Performing Japan Play
• Monthly Market Recap: Post-Election Positioning
• Zeroing In On Secular Forces, Not Cycles
• ICVT: A Bond ETF With A Taste Of Stocks
• China Is Now The Second-Largest FTSE WGBI Market
• IWS: The Case For A Pivot To Mid-Cap Value
• 3 Strong Income ETFs, Yields 6.2% - 8.3%
• How Small Cap Managers Are Adjusting Their Portfolios In The Wake Of The U.S. Elections
• CALF: Trump Tax Cuts Could Spark A Stampede
• ULTY's Underperforming Strategy: A High-Risk, Low-Reward Gamble
• SPYV: Appropriate Valuation Amid Long-Term Risks (Rating Upgrade)
• A Potential 15% Corporate Tax Rate Could Mean 6,220 On The S&P 500
• HACK: Geopolitical Risks Rise, ETF Momentum Building, A Stealthy Trump Trade
• FSCO: An 8% Discount On An 11% Yield, Sign Me Up
• ANGL: Attractive Now, But Probably Not For The Long Term
• Don't Abandon International Equity, Despite Post-Election Rallies In U.S. Equity And The U.S. Dollar
• BGT: This Fund Will Likely Cut Its Distribution In The Near Future
• GRX: Another Potential Activist Target
• SRV Rights Deadline And What Comes Next
• PSL: Momentum-Based Consumer Staples ETF Set To Outperform
• AVRE: The Significant Degree Of Dollar Dependence Makes This A Hold At Best
• How Not To Invest Your First $100,000
• MPRO: First Look At This FOF Balanced ETF
• JOET: Recent Performance Surprise Does Not Change Long-Term View
• SCHG: Best Of Both Worlds When Paired With SCHD
• LDP: Low Yield Compared To Peers And Poor Inflation Protection
• Longer Calendar Leveraged 2.0x SOX (Semiconductor) ETFs
• Revisiting TSLY Now That Musk Is Potentially The Efficiency Czar (Upgrade)
• KIE: The Valuation Case Is Still Compelling After The Rally
• SPMA: New CEF Preferred Equity, 8% Yield
• PHO: Water Sounds Appealing, But I Don't Love This Fund
• SLYG: Gain Exposure To Small Caps With This Growth ETF
• FTLS Is The Best ETF For Hedging
• FNDX: A Modest Large-Cap Approach (Rating Upgrade)
• Sector ETF Major Provider Comparisons
• Enbridge: You 'Ain't Seen Nothing Yet'
• The Hidden Costs Of SLVO's High Yield
• VOO: S&P 500 Hits 22x Earnings, Bullish Election Seasonality Pulled Forward
• DOG: An Inverse Non-Levered Bet On The Dow Jones Industrial Average
• EVT: Monthly Distribution And Attractive Discount
• RVT: A Small-Cap Equity Fund For Income Investors With A 7.4% Yield And 12% Discount
• RSPT: The More Careful Approach To Tech Exposure
• CMF: Good For California Residents
• QQQI: Steady Income With A Tech Twist
• CEF Weekly Review: Recent Sources Of Distribution Info Largely Uninspiring
• Four Midstream Energy CEFs Now Offer Strong Total Return Potential
• JEPQ Vs. GPIQ: One Fund Is Hugely Underrated
• Celebrating 30 Years Of The Global Hard Assets Fund
• RSPT: Maintain Your Tech Exposure, But Reduce Your Downside Risk
• Gold's Rally: Can GLDI Keep Up?
• FLCH: Diversified And Cost-Effective, But Comes With Risks
• CDX: Good Way To Own High Yield Bonds
• EVTR: A New Bond ETF From Eaton Vance
• DDM: Double Your Industrials Daily
• RECS: Among The Best Quality ETFs
• Sector Ratings For ETFs And Mutual Funds: Q4 2024
• As Sustainable Investment Matures And Mainstreams, How Are The Challenges Evolving?
• IYF: Financials Turn Too Frothy Post-Election, A Pause Warranted
• FCPI: Inflation Risks Have Picked Up And That Could Come In Handy
• The Wisdom And Madness Of Crowds: Market Prices As Political Predictors
• VBR: Sensible Small-Cap Value Play In Overvalued Market
• XLK: Trump Vs. Powell - Tech Rally Now, Big Risk Later?
• EWW: Buying Mexican Equities Was A Mistake I Made In 2024 (Rating Downgrade)
• IYW: Questionable Outlook Despite Strong Performance
• KNO: No, Not Right Now
• CHW: 8.5% Yield, 11% Discount, Monthly Payer
• FCPI: A Fund For Trumpflation
• SCHD Vs. SCHH: Complementary ETFs, But You Can Do Better
• Retail ETFs: E-Commerce Delivering Results
• KRE: Out Of The Danger, Can M&A Drive Valuations Higher?
• How I Would Retire Early With $1 Million
• Bullish On China, But Not On PGJ
• AIPI: A Covered Call Strategy With AI Exposure
• SVXY: Volatility Got Crushed After The Election Results (Rating Downgrade)
• SEIM: Momentum Is Where It's At
• RSPA: A Unique Income Spin On Equal Weighting
• SPXL: Is It Worth The Risk?
• 2x Bitcoin Strategy ETF: A Sophisticated Tool
• QUS: Mixing Value, Quality And Volatility For An Average Outcome
• Gold And GLD After The U.S. Election
• PTY Remains One Of The Best Opportunities In Credit
• NVG: Distribution Increase Leads To Expected Discount Narrowing
• IBIT: What A Trump Win Does For Bitcoin
• HIX: More Downside Than Upside For This CEF
• XHB: Assessing Risks That Are Unique To The Trump Administration
• AIPI: A Complement To Your Income Portfolio, Depending On Your Take On AI
• IOO: Price Target Hit, Expecting Consolidation Soon Among Global Mega-Caps
• XSVM Ready For The "Make America Great Again" Trump Wave
• PDCC: New 13%-Yielding CLO CEF Riding The Boom
• POWA: Strategy Change Promotes Pricing Power And Stability
• TQQQ: It's Not Right
• Investment Opportunities In SMRs: The Future Of Nuclear Power
• European Equity Opportunities From Our 2024 Rebalance
• Positioning Around The U.S. Election
• Trump Election Win Signals Big U.S. Policy Shift
• JRS: Still Looks Good As An Inflation Hedge, But Rising Rates May Be A Headwind
• The ETF Boom: What's In Store For 2025​​
• VYM: Hold For Steady Returns
• S&P DJI's Global Islamic Equity Benchmarks Rose 5% In Q3 2024, Underperforming Conventional Benchmarks
• FSMDX: Reviewing The MidCap Fund I Bought My Mom
• PBDC Eliminates The Unwanted Fluff
• XFLT: Floating Rate Debt Is Now At 16% Yield
• SDY: Concentrated But Less Risky Than SPY
• SPY: Golden Scenario For Trump
• VTWG: Small-Cap Growth Could Win Big Under Trump
• QLV: Better Low-Volume ETF Than Quality ETF
• IDE: Hedge Yourself Against Recession Risks
• FXI: The First Casualty Of Trump's Return Is China
• UBT: The Contrarian Levered Play On Treasuries
• SCHG: In America We Trust
• SCHR: Election Outcome Is Bearish For Duration
• Escaping The Benchmark Trap: A Guide For Smarter Investing
• IJK: Mitigating Factors For The Mid-Cap Trump Trade
• AUSF: A Factor ETF With Historical Low Volatility And Distinct Allocation
• STK: Unlock Higher Income Even If Tech Growth Slows
• BITW: The 'Trump Trade' At A Discount
• MGK: Selecting The Best Mega Caps
• SDY: Dividend Growth ETF With High Turnover And Poor Return
• AMZY: Chasing The 50% Yield: Is It Worth The Risk?
• Casino Real Estate And Online Betting: The 2 New High-Rollers In Gaming
• BUG: Don't Bug Me (Rating Downgrade)
• Small Caps Are Poised To Shine - Here's Why
• A VIX For Single Stocks Is Alive And Ticking
• China Vs. Japan: A Battle For The Sharpest Equity Market Turns Of 2024
• UTWO: Buy 2-Year Treasuries As The Fed Eases
• SCHD: Stronghold Amid Growth Chaos
• IWMY: Likely To Become Insolvent In A Few Years Unless Strategy Changes
• VIS: Cyclical Industrials Show Momentum, Eyeing The Post-Election Landscape
• BNDX: Well-Balanced Exposure To Japanese JGBs And European Bonds
• FDV: An Active Approach To Dividend Growers
• PFRL: Floating Rate Income ETF Offers A Stable High Yield Without NAV Erosion
• DUST: Inverse Exposure If Bearish On Gold Miners
• BTC ETF: Best For Longer-Term Bitcoin Holders
• FLC: Fed Rate Cuts Are Not A Tailwind
• California Carbon's Pivotal Investment Window Ahead Of Market Reform
• USO: Oil After Today's Election
• FIW: Water Remains Expensive
• Retirement Income Machines: SPYI And 2 Big Yields
• INDA: A Buy On Geopolitical & Demographic Considerations
• IBIT: Politics In Play
• BXSY: Massive Discount Finding A Floor
• Drones In Defense: Reshaping Modern Warfare And Its Economics
• A Better Way To Equal Weight
• The Hidden Hazard In Climate Portfolios: Equity Concentration Risk
• AGOX: Is This A 5 Star ETF?
• PDO: Yielding Around 11% Looks Solid Into 2025
• Dual Daughters In Dual Classes
• IJR: Small-Cap Stocks Make More Sense Right Now
• BITO: Buying The 'Breakout Shakeout'
• Come Off The Sidelines With KSPY
• COWZ: Free Cash Flow Is Still King
• XLG: Big Is Beautiful
• Unveiling YMAX: Beyond The 69% Headline Yield
• BUCK The Trend: Seek Attractive Yields Without Chasing Credit Risk
• Networking The AI Data Center Autobahn
• November 2024 Active Management Insights: The Evolving AI Opportunity Set
• URTY ETF: Small Caps Near A Key Technical Juncture
• The Race For Innovations In ETFs And Index Investing
• A Look At Our 2024 Global Dividend Rebalance
• DIVB: Efficient U.S. Large Cap Value Dividend And Buyback Exposure
• 2024 Global Listed Infrastructure Fall Update
• International Stocks May Finally Be Poised For A Breakout
• QDTE ETF: Better Than QQQ For Innovation With Above 20% Yield
• NXTG: Solidly Diversified 5G Play, Comes With Multiple FX Risks
• IYK: Resilience And Return Potential
• RLTY: Underperforming RQI Due To Higher Leverage And Poor Distribution Coverage
• 5 ETFs To Retire With In 2025
• IGRO: Finding Value In Foreign Dividend Growers
• THD: Dissecting The Big Thailand Rally
• October AAII Asset Allocation Survey: Cash Allocations Decrease
• SPRE ETF: Holding Global Low-Leverage REITs
• EVT: Diversification And Safe Haven Benefits
• IUSG: Growth ETF Underperforming Its Peers
• Structural Forces Playing Out Now
• QQQX: High Fees And Volatility Are Offset By Large Discount To NAV
• IWY: The Risks Don't Justify Such An Aggressive Position
• SPYD Vs. SPHD: How Much Does Volatility Matter?
• ILCG: Growth Prospects Slightly Weaker Than Peers
• Enbridge Is The Dividend Aristocrat You Want
• QDTE: Buy This As An Income Enhancer And Beware The Risks
• FPEI: A Good Mix Of Preferred Stock And Debt
• Democrats' Stock Returns Beat Republicans', But It Still Doesn't Matter Who Wins
• TNA: Small Caps Set To Benefit From Fed Tailwinds In Q4 2024
• An Investor's Election Survival Guide
• Post Election Volatility And Great Rotation
• Hiding In Plain Sight: IVV Is An Exceptional Factor ETF Worth Buying
• Oxford Lane Capital Q2 Earnings: High Activity Levels Overshadowed By NAV Decline
• Are Gold And Oil Effective Hedging Tools For Investors?
• MSTY: The 200% Distribution Rate Makes Me Nervous
• IWY: Superior Growth ETF, But Lagging The Nasdaq 100
• FLQM: Multifactor Is Working In Mid-Caps
• OPP: Rights Offering Presents Opportunity To Collect High Yield Income At Discounted Price
• CVY: A Multi-Asset ETF With Significant Opportunity Cost
• IBHE: The Right Choice When It Comes To Term Funds, 2025 Maturity
• EZBC: A Confluence May Be Forming Around Bitcoin
• EOI: Attractive Distribution And Track Record, But Shallow Discount Persists
• RSPN: A Curious Case Of An Equal Weight ETF Outperforming Its Competitors
• AGD: This Global Dividend Fund Is Increasing Its Domestic Exposure
• BND: Trump Victory Could Hurt Bonds; Sweep For Either Side Worse
• HDEF: A Solid International Dividend Play
• GUSH ETF: Potential Intensification In The Middle East
• RPV: Growth Prospect Limited And Valuation Expensive
• IWM: Small Caps Are Still In Play Against Large Caps
• EWA: Downshifting Australia To Neutral Heading Into 2025 (Rating Downgrade)
• KYN: 9% Dividend Hike, Now Pays Monthly
• RQI: Collecting A High Yield From Real Estate Exposure
• RMT: A Micro-Cap Equity Fund For Income Investors, With A Nearly 8% Yield And 12% Discount
• BALI: Great For Large-Cap Exposure Right Now
• FAGIX: Junk Bond Fund Comes With Equity Exposure Too
• GOAU: Gold Mining With A Fundamental Tilt
• CEF Weekly Review: Invesco Has A Do-Over
• SCHH: The Rate-Rise Scare Is A Buying Opportunity
• Simpler Trading's John Carter: Snakebit By Stocks? Then Follow These 'Simpler' Trading Tips
• Enbridge: Time To Lock In A 7% Yield In U.S. Dollars
• ECF: Discount Narrows But Still Attractive With Activist Potential
• XLRE Is Fine, But I Consider Cherry-Picking Better
• Why I'm Getting More Bullish On Enbridge
• DMO: Best-Of-Breed Ex-US Momentum ETF With A Caveat
• ETHE: Ethereum's Quietly Positive October (Rating Downgrade)
• Election-Ready: Why JEPI's 7% Yield Deserves Your Vote Now
• SILJ: Silver Miners' Pullback Is An Opportunity
• SPMC: Not The Right Time To Leverage Up, Preferred Shares Look Better
• EWZ: A Cautionary Tale Of Fiscal Struggles And Currency Chaos
• FLTW: Long-Term Growth Prospect Intact, But Quite Expensive Now
• QQQI: Boosting Your Dividend Income For Retirement With Covered Call Strategy
• Real Assets: Today's Mag 7 Diversifiers?
• SYLD: Bad Timing For Cambria's Deep Value Shareholder Yield ETF
• SIL: A Smart Play In Today's Economy
• As Climate Change Gets Hyperphysical, Investors Should Too
• EUFN: European Financials Are A Good Way To Play Europe In General
• Trump Vs. Harris: Top Stocks To Buy Or Avoid For The November 2024 Election
• UUP: Technicals Versus Fundamentals For The U.S. Dollar Index
• Healthcare Investing Finding Growth Beyond Pharmaceuticals
• Enbridge Inc. (ENB) Q3 2024 Earnings Call Transcript
• CWB: A Hybrid With Attractive Upside Potential
• Enbridge's Q3 profit more than doubles on Mainline strength, acquisitions
• 2024 Emerging Markets Dividend Family Rebalance Overview
• Real Assets: A Balancing Act
• PAI: Discount Narrows But Continuing To Hold
• Market Returns Should Be Lower Going Forward - Look To Premium Income ETFs
• Leveraged ETF Dashboard: SDS In Positive Drift For Months
• Is It Time To Sell Volatility?
• Reasons To Remain Overweight U.S. Stocks
• Election Promises Meet Reality
• Investing Around The Election And The Government Debt Problem
• BSL: 9% Yielding Monthly Payer
• Enbridge Inc. 2024 Q3 - Results - Earnings Call Presentation
• IJH: A Good Mid-Cap Option
• NOBL: Attractive Idea But Doomed To Underperform
• BLV: Long-Term Treasuries May Stay Under Pressure For A While
• IVV: S&P 500 Dashboard For November
• IUSV: A Defensive Play For Value-Oriented Investors
• GSC: Small-Cap Offering From Goldman With An Active Management Approach
• MOAT: A Sound Investment Strategy With Good Performance Expected In The Near Term
• DIVZ: A Solid High Conviction Active Dividend Portfolio
• VIOV: Small-Cap Value Is Due To Lead
• AVDV: Not Having Its Finest Moment, But Not A Bad Bet Either
• ICOW: Free Cash Flow ETF Lagging In 2024
• I'm Impressed With QDTE And Its 30% Yield
• SCHD: Big Win Ahead
• ETO: Trades At A Historical Discount
• PEO: Energy Exposure At A Double-Digit Discount
• QYLD: This Fund Is Positioned To Outperform The Broader Indexes After The Election
• IBHD: Not Much Life Left
• PAAA: PGIM's Answer To The AAA CLO Dilemma
• XLK: Google's Q3 Shows Why Investors Must Own Tech Stocks
• SIXA: Yet Another ETF Weighed Down By The 'Magnificent 7 Market Skew'
• EWZ: Not Ideal, But Don't Write It Off Either
• SHYG: Expectations Say Inflation Wheel Is Still Turning
• CQQQ: Investors Are Waiting For More Stimulus (Rating Upgrade)
• YINN: Trading The China Stimulus Rally
• DGRW: A Less Compelling Idea Above 20x Earnings (Rating Downgrade)
• Capital Preservation Is Key: An Unconventional Guide To Asset Allocation
• NLR: A Strategic Play In The Nuclear Energy Resurgence
• EMO: Very Attractive Portfolio, Albeit With Some Risk
• AVGE: A Fund Of Equity Funds Worth Considering
• Consumer Priorities Drive The Retail Outlook
• PVAL: A Cautious Outlook For This Top-Performing Large-Cap Value ETF
• NEAR: A Good Cash Parking Spot With Little Risk
• Catching Up With The 'Bogleheads'
• SDIV: A 10% Yield Trap
• SVIX: Time To Short The VIX
• IAT: Why Regional Banks Could Be The Ultimate Post-Election Play
• Reaves Utility Income: Your Portfolio Could Probably Use More 'Hard Assets'
• EFG: Developed Markets ETF With A Focus On EPS Growth
• NPFD: Discount Widens Back Out For This High-Yielding Preferred Focused CEF
• REMX: A Potential Bottom In The ETF
• PFN: A Good Bond Fund If Bonds Are Even Desired In Your Portfolio
• The Case For Active Equity Investing: A Fund Manager's Perspective
• IDRV: A Good Bet Beyond Tesla
• ITB: Future Fundamentals Appears Solid Despite Short-Term Challenges
• DBO: Oil Geopolitical Premium Is Evaporating, But Probably Not For Long
• XCCC ETF: High Yield Accompanied By High Risk
• XCCC: A Fund For Investors Who Love Risk, 11% Yield
• UTG Can Keep Going Higher While Yielding Around 7%
• SPMO: One Of The Best Constructed ETFs In The Market
• ETG: Global Exposure And Tax Efficient Dividend
• SPUU: Volatility With Results And Strong Momentum Can Be Opportunities
• SCHX: Current Risks Encourage A Value Tilt
• PDBC: The Time For Commodities Has Come Back
• Oxford Lane Capital: Is This 19% Yield Sustainable?
• ARTY ETF: Big Changes With New Name And New AI Strategy
• XLI: Sticking With Industrials After A Banner 12 Months
• SCD: An Excellent Choice For Investors Seeking Income Or Total Return
• FDHY: Leading ETF In A Lagging Asset Class
• IGSB: A Solid Core Bond Option
• Asset Allocation Committee Outlook Q4 2024: Rates Relief Or Slowdown Uncertainty?
• Sailing In International Waters With LVHI
• XLI: More Aero And Defense Exposure Came Along
• SVOL: Generating Alpha With A Unique Income Portfolio Diversifier
• The Sugar Daddy Effect? Assessing Corporate Venture Capital, Sovereign Funds And Green Energy
• BOND: PIMCO's Active Management Is Worth Considering Right Now
• SPYI Vs. JEPI: Which Of These 7% - 12% Yielding Funds Is The Better Buy?
• RFI: Collecting A High Yield From Diversified Real Estate Exposure
• FFLC: Actively Managed Equity ETF With Stretched Valuation
• IBND: I'd Rather Own A CD Than This International Bond ETF
• Excitement Around Indian Equities Shows No Signs Of Abating
• UPRO: Best To Wait For Now
• VUG: This Tech-Heavy Fund Is A Sell
• TMF: Not Suited For The Long Term, But Ideal For A Trading Strategy
• PJUL: Is This Buffer Fund Right For You?
• EWJV: Does Value Investing In Japan Deliver Alpha?
• FDVV: Why Its 2.76% Dividend Yield Appeals To Investors With Income And Capital Appreciation Goals
• UVXY: Get Ready To Short Volatility Again
• IFRA: A Government Spending Beneficiary, Hot Utilities Momentum
• Steady Cash Flow Or Missed Gains? A Look At RYLD's Covered Call Approach
• PDT: Positive Outlook Driven By Interest Rates
• Midstream Money Machine: Capture An 8% Yield With AMLP
• Eleven High-Yield Closed End Funds: Five To Watch And Six To Buy
• Seizing On Fixed Income Swings
• DFIV: International Value ETF Beating Competitors
• SPLV: A Conservative Low-Volatility ETF
• TLT: A Strategic Play As Rate Cuts Loom In A Debt-Heavy Market
• BANX And PDX: Generating Attractive Distributions With Upside Potential
• XLU: Relatively Attractive Valuation For Good Earnings Growth
• FIDU: U.S. Industrials Are Fairly Valued Going Into The Election
• Quality 'Works' In Emerging Markets, Too
• RIV: This High-Yielding Fund Is Very Expensive
• TQQQ: A Leveraged ETF Bet On Mag 7 Stocks
• IAI: Investment Banks And Broker-Deals Poised For More Gains
• CGDV: Strong ETF That Pairs Up Well With SCHD
• USA? No Thanks
• SVOL: Changing Holdings Make Me Nervous (Rating Downgrade)
• FLKR: Risk-Reward Profile Not Attractive
• BXMX: A Disappointing 2024 For This Equity CEF
• PDI: The Big ROC Bath, 13.5% 'Yield'
• FCTE: 3Fourteen Research's New Large-Cap Blend ETF Is Exciting And Worth Watching
• Dividend Investing: FDVV Has An Edge Over CGDV
• FEPI: Diversification Exists For A Reason
• 5 Best CEFs This Month For 9.5% Yield (October 2024)
• SPTS: A Sleep At Night Fund For Treasury Access
• GLO: The Yield Is Nice, But Not A Fan Of The Portfolio
• SFY: Chasing Growth Without Substantially Capturing Returns
• FXI: Improving China Dynamics
• AUSF: Dynamic And Working Against Other Factor Funds
• BOIL: Where Has The La Nina Gone?
• SPTM: Some Risks And Alternatives To Consider
• CEF Weekly Review: High Premiums Can Be Fragile
• BUCK: The Risks Have Not Paid Off
• ASHR: Chinese Large Caps Fall Back Toward Support With A Cheap P/E
• MGV: No Longer An Attractive Entry Point (Rating Downgrade)
• ARDC: Dynamic Approach To A High Yield
• SPMO: It's Not The Best Time For The 'Momentum Strategy'
• EWC: Growth Outlook Not Strong Due To Low Exposure To Technology Sector
• IYT: I Still See Too Many Challenges In The Transportation Space
• IWMI: Generating Income With Lower Volatility In A Shifting Small-Cap Market
• Meet A Retirement Portfolio That Works Like An Annuity
• 5 Stocks I Would Include If I Were Building A BDC ETF - Part 2
• JBBB: Perceived Risk Is Overblown
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• ZROZ: Don't Be Confused By Macro Data
• PWB: Diversified Exposure To Growth Stocks, But Underperforming The Peer Group
• VFMO: Strong Diversification, Solid Returns With This Momentum ETF
• OMFS: Dynamic Small-Cap Multi-Factor ETF With Mixed Results
• VRP: The Value May Not Justify The Fees
• NRO: Real Estate Still Belongs In Your Portfolio
• TDVG: High Dividend Growth, But Competitors Are More Compelling
• VOOV: A Flawed Way To Play Large-Cap Value
• Why You Should Buy The Dip
• Sustainable Investment: Regulation, Data And Passive Strategies
• AOM: A Better Cycle Ahead
• PFO: Discount Narrows, But Changing Environment Continues To Make Fund Attractive
• Beyond QQQ: Two Nasdaq ETFs For Finding Potential Future Tech Superstars
• Opportunities In The Middle: The Russell Midcap Index
• LATAM Got GAEM
• PID: Mostly Canadian Dividend Growth ETF
• Time To Unload IVAL And Replace It With JIVE For International Long-Term Value
• SRV: High Yielding Infrastructure Case That Has To Be Avoided
• What's Left To Buy In This Expensive Credit Market?
• As Interest Rates Fall, New Stock Opportunities Arise
• 4 Simple, High-Quality Bond ETFs
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• Can Remarkable U.S. Industrial Revenues Continue?
• BGX: Distribution Cuts Likely To Continue, Dump This Fund
• Take A Closer Look At Intermediate Munis As Rates Remain Volatile
• XLU: Going With The Nuclear Option
• VOOG: More Upside Ahead As Bull Run Is Backed By Fundamentals
• KLIP Vs. KWEB: Income Vs. Growth In China's Internet Sector
• A 'One-Ticker Solution' For Global Ex-U.S. Exposure: 2024 Rebalance Update
• THNQ: Better Than MAGS For The Long Haul
• BND: Bonds Are Giving A New Opportunity
• RVT: A Smart Small-Cap Play
• PICK: Dollar Strength Weighs, Frustration Continues
• VIG Vs. SCHD: I'd Pass On Both In Accumulation, But For Retirement SCHD Comes Out Ahead
• CPER: Copper Makes Upside Progress
• SLQD: Short Duration Bond Fund From iShares
• AOD: Massive Distribution Increase, But This Fund Is Still Covering
• HYLB: A Cheap Fee Doesn't Make This Asset Class More Attractive
• XBI: Biotech ETF Is A Must Have
• Got Diversification? Access The 20 Biggest U.S. Stocks
• VWO: Buy The Post-China-Stimulus Dip
• BMN: Tax-Free Income With Capacity To Leverage Up
• PALC: Can Pacer's Factor Rotation ETF Keep Beating The S&P 500?
• The Unstoppable Rally Creates A Broken Market Where No One Is Watching (And A Look At PFF)
• VGT: Less Attractive In An Era Of Mega Caps
• PDI Continues Higher After Rate Cuts Yielding 13.26%
• DIA: 3 Dow Dogs, And Updates On The Whole Litter
• CARY: Strong Investment-Grade Bond ETF, Above-Average 6.2% Yield, Outstanding Risk-Adjusted Returns
• BCX: Gold Exposure Is Nice But Declining NAV Is Not
• Don't Be Broke In Your 70s, The Simple Path To Wealth With SCHD
• MAXJ: Good Concept But Buy The September Series
• ROBO Vs. BOTZ: Which Is The Best "Robotics" ETF?
• MSTU: Too Risky With Not Much Track Record
• EWH: The Recent Surge May Be A Dead Cat's Bounce
• XLV: Here Is A Good Risk-Return Ratio
• DIVI: Possibly A Low-Fee Substitution For EFA, But Don't Be Overenthusiastic About It
• XYLD: A Solid Income Play Or Missed Growth?
• VXX: Sell Volatility Ahead Of The Election (Rating Downgrade)
• Enbridge: The Next Bet On Higher Rates
• Global Equities: Ratcheting Up Downside Protection
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• IMCG: Growth ETF Without Mega Caps
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• QQQJ: There's No 'Next Generation' Here
• Still Flying 'VRP Air' After The Distribution Increase
• JEPI: Good Times Aren't Good Enough
• WDI: Interest Rate Cuts Are A Positive Catalyst
• BIL: With Interest Rates Declining, Consider Pairing Back Cash And T-Bills
• FXI: I Expect The Chinese Euphoria To Pass (Rating Downgrade)
• NCZ: This Convertible Bond CEF Has Improved Over The Past Few Months
• ZROZ: Recession Protection On Sale
• DIVO Continues To Outperform High-Yielding Covered Call ETFs
• IEFA: Unveiling The Diversification Illusion And The Prestige That Brings It Back
• The Next Big Theme: October 2024
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• XLF: Slow Down With The Euphoria
• XLP: Consumer Staples Could Be A Good Addition To A Portfolio
• UTES: A Backdoor Into The AI Theme
• HIE: Term CEF Coming Upon Its Maturity Date But Still At A Discount
• BA: China Rally - Could A-Shares Have More Room To Run?
• Is USOI A Winner? Unveiling The Income Potential And Risks Of This Oil ETN
• The 6% Yield DIF Portfolio Outperformed In 2024, I'm Changing It For 2025
• FTEC: Eyes On Mag 7 Earnings, Momentum Is Back
• The Value Of Diversification: Insights From Our Q3 Economic And Market Review
• EDV: Long Term Interest Rates Should Continue Higher
• SGOV: Short End Still Looks Attractive As Fed Cuts
• QQQY: A Closer Look Reveals A Flawed Income Strategy
• SOXL: Playing With Fire
• Emerging Markets Ride Strengthening Tailwinds
• VPU: Utilities In A Falling Rate Environment
• PFLD: Hybrid Assets ETF With Low Rate Sensitivity, But Underwhelming Record
• ADX: 8% Distribution Rate Policy And Discount Widening Back Out
• YMAG: An Unconventional Method To Amplifying Your Portfolio Income
• ASGI: This 12.5% Yielder Should Be Considered By Retirement Investors
• PSF: Much Improved, But No Inflation Protection
• SPYD Is Having A Big Year Compared To Other High Dividend ETFs And Yielding 4%
• SGOV: Offers Future Optionality
• CGBL: A Flexible 60/40 Fund From Capital Group
• JEPI: A Stellar Buying Opportunity As Volatility Trends Up
• NLR: Nuclear Boom Doesn't Trickle Down Much To Utility Shareholders
• 5 Stocks I Would Include If I Were Building A BDC ETF - Part 1
• PFFV: Asset Class Has A Long History Of Decay
• VYMI: International High-Yield Dividends Shine Again
• Keep Your Eye On The CAR-T
• VNQ: There Is A Problem Called Opportunity Cost
• SPXS: Low Dividend Yield Signals Trouble Ahead For The S&P 500
• Equity Factor Report - Q3 2024: Value And Low Volatility Strategies Rally
• Stashing Cash: BIL Has Competition Amid Fed Cuts (Rating Downgrade)
• Build Temporally Diversified Portfolios To Beat Short-Termism
• A Better 60/40? The Case For Collars
• SHV: 18 Months Later, Still A Strong Buy
• MLPA: Pipeline Income For The Yield Hungry Energy Investor
• TSLY: A Look At The Pros And Cons Of This Option Income ETF
• XLP: Weak Growth Profile And Expensive Valuation
• RDVY Might Offer Decent Yield On Cost But No Alpha
• ARKK Should Not Be A Part Of Your Portfolio
• JHI: An Underfollowed Bond Fund With Some Potential
• U.S. Earnings Strength Stands Out
• TLTW ETF: Maybe It's Time To Accumulate
• IWP: Good For Tactical Allocation, Average In The Long Term
• IWM: Small Caps Can Target New Highs
• NVDX: Take Advantage Of This Leveraged Play On Nvidia
• Navigating Volatility: MSOS ETF's Prospects In A Shifting Cannabis Landscape
• URNM: Where AI Boom And Nuclear Collide
• PBDC: Right BDC Income Play
• OEF: S&P 100, Not S&P 500 Holds Stock Market Key
• Comparing SMID INTL Equity ETFs: Sell GWX, Buy DFIS
• MAGS: An Efficient Way To Invest In The Magnificent Seven
• CGMS: Diversified Bond ETF With High 5.8% Yield And Strong Performance
• SPLG: Ultra Low-Cost ETF For S&P 500 Exposure
• FEPI: An Efficient Way To Utilize A Covered Call Fund
• SRV: Still Looking Like A Solid Midstream Investment
• FYLD: A Comprehensive Measure For Yield Brought To International Markets
• The 21st Century Investor's Toolkit - 7 Trends
• XLE: The Sector Has Not Performed Well In Recent Interest Rate Cut Cycles
• Betting On Corporate America To 'Muddle Through' Whatever Lies Ahead
• JEPI: An Opportunity With Election Risk Priced In
• TSLL: Get Out Ahead Of Tesla's Q3 Report, Bearish Post-Earnings Trends
• QQQ: An Aggressive Bet On AI Adoption
• LGI: Discount Narrows With Distribution Policy Shift Earlier This Year
• GSST: Goldman Sachs' Short-Term Bond Fund
• I'm Changing My Retiree Model Portfolio For 2025
• FNDB: I Love The Weightings
• ISPY: Daily Covered Calls Provide Superior Upsides Compared To Monthly
• CONY Vs. COIN: Chasing High Yield Or Direct Exposure? A Look At Investment Options
• BLOK: Crypto Stocks Break Out Ahead Of Election (Rating Upgrade)
• EPS: Reasonable Valuations, Mixed Performance
• DBP: Gold And Silver Exposure In One Wrapper
• We Escaped Black Monday - And A Time To Buy SMLF
• One Strategy, Three Outcomes? Why NVDX May Be Better
• Is NVDY The Smart Play For Nvidia Investors Seeking Income Stability?
• BME: Defensive Healthcare Exposure With A Tender Offer Opportunity
• ACV: This Fund Is Now Covering Its Distributions And Is Worthy Of Consideration
• IWR: Outperformance Likely In A Lower Rate Environment
• FTSL: In Case The Fed Keeps Rates Here
• India Fund: This 10% Yielder Is Still Worth A Look
• MSTY: A Monthly Income Machine Fueled By MicroStrategy's Volatility
• SMH: More Of A Pullback Is Warranted Before It Is A Buy
• PEJ: Thematic ETF With Good Fundamentals, But Bad Track Record
• Happy 60th Anniversary, CAPM! Why The Capital Asset Pricing Model Still Matters
• CEF Weekly Review: Ignore The NAV And Focus On Yield?
• Beyond The High Yield: A Look At IWMY's Strategy And Potential Risks
• PHK: Weak Distribution History And Unnecessary Risk
• The Opportunity In Emerging Markets Is Growing
• How Will Looming U.S. Elections Affect The State Of The Markets?
• GTO: Actively Managed Bond Fund From Invesco
• FXI: Chinese Stocks Are Far From A Bubble And Doomsayers May Be Disappointed
• Steady Cash Flow Meets Tech Titans: A Look At YMAG
• CSQ And CII: Attractive Distributions With Solid Track Records
• JAAA: Biggest And Best AAA CLO ETF Despite Many New Active Ones Recently Issued
• ONEQ: Expensive By Several Metrics
• EWU: Earnings Still Accelerating Despite Its Low Exposure To Growth Stocks
• ONEO: A Large-Cap Momentum ETF With Surprisingly Bad Momentum Features
• JFR: Interest Rate Cuts Will Pressure Yield, There Are Better Plays (Downgrade)
• SLVO: Don't Blow This Bull Run On Covered Calls
• KXI: Bullish On Global Consumer Staples With Some Caveats
• Access To The Energy Transition In Public Markets
• SMLV: No Reason Pairing Small-Cap With Low Volatility
• Potential Opportunities In Pet Healthcare Stocks
• WCBR: Underperformance Persists Despite High Cyberattack Risk
• VNQ: This Chart Shows It's Not Too Late To Buy REITs
• Fallen Angels: New Downgrades End Seven Month Drought
• XLV ETF: Time To Start A DCA In Healthcare Sector
• DFAR: A Reasonable Deal To Gain Indirect Exposure To US REITs
• URA ETF: The AI Play Of 2025
• Preferred CEFs Are On Fire: PFO's Big 1-Year Return, 8% Discount
• QQQ: AI Growth Inflection Is Gaining Steam
• PDP: Underperforming Momentum ETF
• Semiconductor ETFs: Not-So-Shocking Growth
• If I Retired Today: A Diversified 11-Sector Stock Portfolio For Growth And Income
• Which Dividend ETF Is Superior - VIG Vs. SCHD
• 2 'Sleep Well At Night' CEFs Yielding 7% Or Higher
• The 6 ETFs I'll Be Buying In 2025 (And You Might Want To Buy Them Too) - Part 2
• ULTY: Ignore This Extremely High-Risk Income Trap
• AIRR: Capitalizing On Rate Cuts And Industrial Sector Strength
• VTI: Navigate Rate Cuts And Election Uncertainty With Broad Market Exposure
• HELO: There Is A Cheaper Option
• Breakeven Federal Reserve Cuts For Short-Term And Variable Rate ETFs
• CEF: Overweight 'The Money Of Gentlemen'
• SPHB: Not The Best Time To Own Right Now
• XYLD: There Are Better Alternatives In The Buy-Write Space
• VIG: Turning More Expensive, But Still Attractive
• ACIO: An ETF I Like Over JEPI, And The 1 Reason I Don't Own It
• CDL: A High Dividend And Low Volatility ETF, Not A Strong Growth Profile
• Top Dividend Funds: JEPQ Vs. QQA For Monthly Income Up To 10%
• DINT: Overexposure To China Secured Recent Momentum, Detracted From Long-Term Returns
• U.S. Small Caps Have Delivered Strong Returns, On Average, After U.S. Elections
• UTG: Running Hot But Still An Attractive Long-Term Choice
• ONEV: Not Really A Low-Volatility ETF
• Stop Buying SPY And Start Buying XLG
• PIMCO CEF Update: Muni Coverage And The Premium Mystery
• DXJ: Japanese Stocks Recover, Remain Cheap
• DLN: A Solid Dividend ETF For Unpredictable Market
• VGT: A Fund For Technology's Next Big Run
• My 9.5% Income Portfolio - Fifty Shades Of Blue
• Is EMB Really The Best ETF To Invest In Emerging Market Bonds? VWOB Might Be Better
• After A Month Of Buying, Institutional Investors Back To Selling Stocks
• Revisited: You're Still Far Better Off In CLM Than GGT
• OALC: Christian-Values ETF With High Fees But Solid Fundamentals
• Comparing 3 New And 1 Older Covered Call ETFs Offering High-Yield Income From Tech Stocks
• XLY: Consumer Discretionary Dashboard For October
• From Pilot To Powerhouse: The Evolution Of China's Carbon Emissions Trading System
• GDMN: A Strategic Blend Of Gold Futures And Gold Miners
• ALPS Smith Core Plus Bond ETF Approaches Its First Birthday
• The 6 ETFs I'll Be Buying In 2025 (And You Might Want To Buy Them Too)
• AMZY: Multiple Ways To Utilize This Fund
• IEFA: International Developed Equities Offer A Healthy IRR But May Not Outperform
• ROBO: Bet On The Consumers, Not The Innovators
• FAX: Modest Rebound In Performance But Still An Avoid
• Small Caps Compelling For Patient Investors
• BSJP: Deviating From What It Is Meant To Do
• KRE: Harvesting Fear, Selling Greed (Rating Downgrade)
• QQQ: Time To Take Some Profit
• Undercovered Dozen ETF Edition: Treasury Bonds, Uranium And Copper Miners, Undervalued AI +
• Update On SPPP As Platinum And Palladium Prices Stabilize
• RSPS: Consumer Staples Dashboard For October
• BOE: Discount Opportunity Providing Global Exposure
• MOO ETF: Why I Started A DCA Strategy In The Agribusiness Sector
• XDTE: Weekly Income From 0DTE Options On The S&P 500
• Countdown To Election Day: The Policies That Will Matter To Markets
• TECL: A Leveraged Bet On Large-Cap Tech
• How To Build A Portfolio With 4 ETFs: Part V
• INCM: ETF Provides High Income Without Ignoring Growth
• RSPN: Industrials Dashboard For October
• Consumption In Emerging Markets: Potentially Powerful Tailwinds Are Converging
• The Case For Multigenerational Corporate Boards
• 2024 Superconvergence BioRevolution Series: A New Therapy For Diabetes?
• JQC: The Golden Time For Entry Is Over, Distribution Cut Likely
• Clash Of Titans: Diverging Global And Emerging Market Mid-Year Active Performance
• SMH: Promising, But I'm Waiting For A More Attractive Price
• SCHA: A Small-Cap Bias Is Much Needed
• NBSM: Can This Active SMID-Cap ETF Justify Its 25.52x Forward P/E?
• Q4 2024 Outlook: Let's Get Real
• 5 Closed-End Fund Buys In The Month Of September 2024
• GDX: Too Late To Chase This Rally In Gold Miners
• XLB: Materials Dashboard For October
• SCHD: 3-To-1 Split Creates More Upside Potential
• WEAT: Prices Could Have Found A Bottom
• Semiconductor ETFs: iShares Provides Better Diversification Than VanEck
• JETS: Flying High Since August, But A Longer-Term Holding Pattern
• Greed And How To Lose 100% Of Your Money
• SMH: Time To Double Down
• AVRE: Diversification And Capital Appreciation Through Real Estate
• Our Top 5 Investments From 2022, A Long-Term Review
• HDV: An Inferior Alternative To SCHD
• Calamos Investment Team Outlooks, October 2024
• FDMO: Not The Best Outlook For This Momentum ETF
• JEPQ Is Becoming The King Of Call Option ETFs Yielding 9.51%
• QYLD: More Alternatives To Consider (QQQI And QDTE)
• Technology Sector Dashboard For October, And Fast Facts On PSCT
• FXI Vs. KWEB: If I Had To Buy One Chinese ETF As A Former China Expat
• GOF: The Ascending Valuation Is A Problem
• Spotlight On SMID-Caps: Morningstar's Undervalued Picks
• VFH: U.S. Financials Offer High IRR Potential
• IEMG: Looking Ahead To A Bullish 2025 For EM (Rating Upgrade)
• KBWD: Good Defense Against A Potential Bear Market
• Bonds Are Back: Consider Recalibrating Your Fixed Income Allocation
• MEGI: A Bargain For High-Yield Income With Potential For Strong Returns
• SOXQ: A More Diversified Semiconductor ETF As Compared To SMH
• VB: I Was Bullish On Small Caps A Year Ago, And I Still Am Today
• How To Invest In AI: Avoid The Land Mines And Find The Best Opportunities
• JEPQ: Earn 9.5% For Owning Mag 7 Stocks
• CIK: Checking In On This UBS CEF, 9% Yield (Rating Upgrade)
• DUSA: Reexamination Finds The Same Issues, A Hold
• IXUS: Fair Valuation And Macroeconomic Environment Turning Favorable
• XMMO: Don't Forget About The Mid Caps
• VTI: Even Great Diversification Does Not Provide A Margin Of Safety
• DFSV: Good For A Defensive Approach
• FXU: Utilities Dashboard For October
• Our Conviction In Global Stocks
• JEPQ: 9.5% Monthly Yield With Attractive Outlook
• IYH: Healthcare Dashboard For October
• XSD: A Relative Laggard, But Bullish Seasonality On Tap, Solid Valuation
• SDIV: 2 Ways To Outperform This 10% Yielder
• AMDY: Capitalizing On AMD's Volatility For Income Generation
• ISPY: A New Spin On Covered Call ETFs From ProShares Yielding Over 9%
• BIZD: Recent Developments Are Encouraging
• IBB: A Near-20x P/E Is Historically Pricey, Technical Trends Neutral
• CONY: Tempting Yields, But Buyer Beware
• PTA: Discount Narrows But Fund Positioned To Benefit From Lower Rates
• Project $1M Q3 '24: The Goal Is In Sight
• DVY: 3.5% Yield, NAV Growth, Upside Potential
• FREL: This 3.3%-Yielding Fund Should Benefit From A Low Rate Environment
• FLQM: An Outperforming Mid-Cap ETF At Reasonable Valuation
• QQQ: The Earnings Season Could Burst The Bubble
• CSQ: This High-Performing CEF Is A Good Choice For Domestic Exposure
• IEI: Significant Upward Shifts In The Yield Curve
• BIZD: Portfolio Weight Shifts To The Defensive
• CALF: Good Upside After Recent Underperformance
• FBY: High Distributions, But Still Underperforming META Stock
• BOTZ: Robotics, AI Trades Run Flat
• PEYAX: A Large-Cap Value MF Worth Considering
• BST: A Growth Fund For The Income Investors, 8.3% Yield
• PFFA: 8% Yield On Preferred Stocks, Outperforming Peers
• GLOV: Not When JPMorgan's CFO Himself Is Unsure Of The Economy's Direction
• If I Were To Start Investing Today, This Is What I Would Do With $100,000
• How Types Of Stocks Perform In Each Economic Cycle
• TDIV Has An Inferior Growth Profile Than Other Technology Funds
• FTSL: Senior Loan ETF, Good Dividend Yield, Below-Average Performance, And High Expense Ratio
• Enbridge: Swapping A 6% Yield For A 7.4% Yield
• SCHB: The Risks Outweigh The Prospects
• XSMO Is A Large Fish In The Small Pond
• CEF Weekly Review: Rights Offerings Are Contingent Alpha
• SMIG: Long-Term Hold Only, Focus On Dividend Growth
• NEAR: Return Of The ZIRP
• 3 Reasons To Consider SMID-Caps During A Declining Rate Environment
• JEPI: 7% Yield, Diversified, IT Exposure
• INTL: A Dynamic International Play
• FAS: A Leveraged Bet On Large Capitalization US Financials
• How Jobs Growth Informs The Backdrop For Multi-Asset Investing
• Carlyle Credit Income Fund: Strong Dividend Coverage From CLO Exposure
• IBIT: It's Just About Go Time
• ETV: Still Some Gas Left In The Tank, 8% Yield
• MODL: Macro-Based Fund Seeking To Outperform The S&P 500 Index
• TLT: They Are Pushing This Too Far
• IJT: Beating Peers For 3 Years, But No Long-Term Edge
• GHY: This Global Bond Fund Remains A Good Choice For Global Diversification, But No Near-Term Catalyst (Rating Downgrade)
• EHI: Discount Opens Up For This Fixed-Income CEF
• Long TLT, An Interest Rate Play
• Falling For Cash
• TLH: Upside Risk On Oil And Rates
• FRA: This Floating Rate Fund Is Overvalued, It Is Time To Sell Or Trim
• FNDE: Emerging Markets With A Fundamental Tilt That Works
• IHDG: A Sensible Stock Strategy And A Bullish Bet On The Dollar
• ULTY: ~74% Trailing Yield, But Look Out Below
• PHD: Income Seekers Should Start Looking For Other Options
• Thematic Investing: More Than Just A Good Story
• FNDB: Performance In Line With The Broader Market, But Lagging Behind Other ETFs In The Peer Group
• DMO: Back To Fair Value And A 12% Yield (Rating Downgrade)
• SCHG For You And Me
• XAR: Right Sector, Wrong Fund
• INCO: No Stopping India's Consumer Boom
• FNGS: Upgrade To Buy As Magnificent 7 Lead Again
• RMM: Buy The Recent Muni Dip
• Did Stock Pickers Struggle? Can Bond Managers Boast? The Mid-Year SPIVA Results Are In
• PFFA: Monthly Dividend Of ~ 9% With Tangible Price Increase Potential To Consider
• DVY: This ETF And SCHD Show Why Dividend Investing Needs To Change
• DGRO Continues To Lead The Way As A Dividend Growth Fund
• PFL: Foreign Exposure Is Nice, But Distribution Coverage Remains Weak
• Avoid YMAX: High Fees And Bad Strategy
• The ABCs On CEFs
• URA ETF: AI Hyperscalers Are Fueling Uranium's Comeback
• U.S. Elections - An Important Event For Financial Markets
• SMIG: Mostly Robust Performance And Convincing Factor Mix, Yet Expenses Are Too Burdensome
• September CPI Inflation Makes DIA A Sound Choice
• THQ: Discount Narrows Further, But Healthcare Remains Attractive
• SVOL: Big Yield Passing The Tests
• DGRO: Not An Attractive Dividend Growth Play
• TLH: Significant Capital Appreciation Possible
• Diversified Exposure To The Weight Loss Drug Market
• Practical Considerations For Listed Infrastructure
• TSPA: A Tad Better Than Index ETFs, But Barely So
• VOO: It Is Hard To Beat The S&P 500
• JSMD: Quality Is What Separates This Small/Mid-Cap Growth ETF From The Competition
• FELG: Honest Growth ETF With No Edge Over Competitors
• KMLM: 5 Reasons Now Is The Time To Buy This 8% Yielding ETF
• EMLC: This Bond ETF Has Been A Wealth Erosion Vehicle
• Tradeweb Exchange-Traded Funds Update - September 2024
• Unlocking The Potential Of Alternative And Private Credit In Modern Portfolios
• CLOI Could Be A Solution For Lower Rates (Rating Upgrade)
• VUG: Why I Favor Cyclicals, Not The Mag 7, Into Year-End
• BIT: Good In Theory, But This Bond CEF Disappoints In Practice
• MMTM: A Watered-Down Momentum ETF
• PFF: Not Attractive Given Rate Direction
• The S&P/BMV IPC During Each Presidential Administration In Mexico
• CURE: A Leveraged ETF To Own Throughout This Century
• Market Rotation Propels Moat Stocks
• DYNF: Inconsistent Factor Allocation Is A Warning Sign
• ARKK: Boom, Bust And Then...?
• FBALX: Good Mutual Fund For Starter Investors
• Get Ready For A Small-Cap Renaissance
• TLT: Are We In A 'Soft Landing' Again?
• Bitwise Bitcoin ETF: Still A Great Vehicle For Direct Bitcoin Exposure
• PIN: Still The Go-To Defensive India Play
• VAW: Materials Stocks Offer A Potential IRR Of 9-12%
• USA: Interest Rate Cuts Should Help NAV Growth
• RDIV: A High-Yield Dividend ETF, Modest Growth Driven By Its Sector Allocation
• 3 CEFs With Global Real Assets Worth Considering
• MILN: This Thematic ETF Is Still Unconvincing
• VONG: The Right Vehicle At The Wrong Time
• DSU: This Fund Will Have To Cut Its Distribution, But It Might Still Be Attractive
• Happy Days For High-Yield CEF Investors
• The Quality Dividend ETF, XDU:CA, That's Crushing SCHD In 2024
• KRMA: This Stakeholder-Friendly ETF Is Not What It Seems
• EWJ: Poised To Outperform
• KNG: Why Higher Implied Volatility Might Be Bullish (Rating Upgrade)
• GAM: Moving To Hold After The Run-Up (Rating Downgrade)
• The iShares Global Clean Energy ETF: Right Theme, Wrong Instrument
• DHS: Avoid In Favor Of Other High-Yield Dividend ETFs
• Back In Fashion: Bond Ladders
• CHI: Convertible Fund Is A Strong Growth Income Play
• The Alpha Equation: Myths And Realities
• LGRO: New Large-Cap Growth ETF Fails To Impress
• AIEQ: Artificial Intelligence Still Isn't Beating Passive
• SCHD: The Art Of Balancing Yield And Growth
• FLRT: For Higher Rates And Tight Credit Spreads
• FFA: This Fund Has Become Even More Concentrated In Tech
• SCHF And IDHQ: Consider These ETFs For An Ex-US Tilt
• The Case For A Laddered Approach To Structured Protection ETFs
• My Top 3 Large Cap Magic Formula Stocks For October 2024
• BKLN: Where Have All The Defaults Gone
• CLOZ: Collecting A Higher Yield With Less Risk
• Enbridge: Valuations Starting To Look Frothy (Rating Downgrade)
• Interest Rate Regimes And ARKG: Underperformance Explained
• MSTY: Risk Masquerading As Income
• SOXX: Waiting For A More Attractive Valuation
• Market Volatility Shines A Light On Overnight Risk Management
• ONEQ: High Exposure To Technology Stocks Is Favorable
• IJS: Rethinking The Approach To Small-Cap Value Exposure
• MTUM: Clues Into The November Rebalance With Shares Near All-Time Highs
• GDO: Now A Perpetual CEF With A New Name
• AVUV: Some Favorable Tailwinds And One Of The Better Small-Cap Products Around
• BGY: Diversify Away From The United States And Get A High Yield In The Process
• MAKX: Beware Of Thematic ETFs
• Amplified Volatility Leads To Muted Bets
• Our Anchor In Choppy Markets
• Investment Opportunities In Mexico
• IDRV: Starting To Turn The Car Around, Buy Rating
• MTUM: U.S. Momentum Stocks Are Likely Undervalued
• Middle Coast Investing Q3 2024 Investor Letter: Transitions And Timing
• A Look At My 10 ETF Holdings
• VOE ETF: A Basket Of Medium Cap Value Tuned For Current Macros
• Gold.... Pretty Volatile For A Couch Potato
• IRET: U.S. REIT ETF With 3.4% Yield, But An Unclear Value Proposition
• AVUV: Diversified Small-Cap Value ETF Poised To Outperform (Rating Upgrade)
• CGDG: Dividend Growth Vehicle Lagging IVV And ACWI So Far, But Worth Watching
• RSPA: A New Fund That's Already Outperforming The Market, But Risks Are Aplenty
• AVLV: Low Valuations, Risk-Reward Not As Attractive Due To Sector Exposure
• How I Doubled My Portfolio Income In 10 Years
• USHY: Largest High-Yield Corporate Bond ETF, Good 6.6% Dividend Yield And Performance
• PRF Doesn't Justify Its Above-Par Expense Ratio
• PCN: Inflation Brings Downside Risks
• DPST: Regional Banks Offer Strong Returns Until Crisis Strikes
• WCLD: An Equal Weighted Pure Play On Cloud Computing
• SPYG: Lacking Relative Strength Since July, Bullish Seasonal Trends
• Pension Funds' Equity Risk
• BME: Discount To NAV But High Fees And Volatility
• SPEM: Here Comes China
• GDV: Stable And Modest Distribution With Attractive Discount
• AGGH: Not That Great Of A Core Bond Holding
• HLAL: A Screening Methodology That Appeals
• XT: An Undervalued Portfolio Of Innovative Global Tech Stocks
• IWL: The Biggest Of The Big
• Is Enbridge Stock Still A Great Retiree Dividend Buy After The Rally?
• CEF Weekly Review: Don't Tax-Adjust ROC
• VDC: A PEG Near 3 Is Just Too High Despite Bullish Technicals
• EOS: A Worthy Fund For The Income Investors, 8.5% Yield
• HYD: Munis Have Momentum And Tailwinds To Keep It Going (Rating Upgrade)
• BST: 8.5% Yield, Historically Deep Discount
• PKW: A Cheap Buyback ETF Outperforming Value Plays
• EVLN: The Time Just Isn't Right
• EDOW: Dow Industrials ETF Puts Dent In 'Buy And Hold' Myth
• SPGM: Favorable Global Monetary Policies, But Valuation Remains Expensive
• BCD: A Solid Overall Commodity Play
• S&P 500's Dividend Growth Needs To Pick Up To Beat REM's 9.35% Yield
• PDI: Fed Catalyst Makes Buying This CEF A No-Brainer
• BITO: Downtrend May Finally Be Ending
• Systematic Equity Outlook: Cutting Through Market Uncertainty
• From Baseline To Bottom Line: The Intersection Of Tennis And Investing
• SPMD: Macroeconomic Environment Turning More Favorable
• If I Had To Invest $150,000 Right Now, Here's What I Would Buy
• MUNI: Strong PIMCO Muni Bond ETF, Very Low 3.4% Yield, Weak Investment Thesis
• I Added FFRHX To My Mom's IRA For The Income
• Market Moves Up Out Of A Mini Consolidation - Green Lights From Here? (Technical Analysis)
• Factor Premiums: An Eternal Feature Of Financial Markets
• JMEE: Actively Managed ETF In Line With Its Objective
• TMFC: A Quick Guide On If The Motley Fool 100 Index ETF A Better Buy Than QQQ
• QDPL: Relative Buy Compared To Derivative Income Funds (Rating Upgrade)
• AMZY: Extract A 40% Distribution From Amazon
• JPME: High Quality Mid-Cap ETF Sacrifices Growth For Less Risk
• COWG: Highly Promising Idea With Just Average Results
• YMAX: You're Better Off Just Buying Stocks
• GOVI: Rate Relief From Oil Means Middle East Tensions Are A Problem
• NHS: High-Yield Bond CEF Yields Over 12% And May Benefit From Lower Rates
• BTZ: Risks May Exceed Upside Potential For Bonds And This Bond CEF
• HODL: Best Current Spot Bitcoin ETF
• JHMM: A Solid And Well-Balanced Mid-Cap Multifactor Fund
• NAIL: Top 10 Holdings Remain Attractively Valued Relative To The S&P 500
• IXN: A Global Tech Stock Fund Flirting With Over-Valuation
• DHF: Relatively Attractive And Fully Covered ~8% Yield
• GUSH Remains An Excellent Leveraged Oil/Gas Play In Today's Macro World
• GGN: Still Has Some Room To Run
• XLK: Major Changes Put An End To Concentration In Top 2 Holdings
• KWEB: Things Are Different This Time (Rating Upgrade)
• FUTY: Improving Long-Term Growth Outlook But Expensive Valuation
• RDIV: Diverse ETF But Underperforms Peers
• Balancing Act: AI, Geopolitics, Climate, And Inflation
• SPLG: Corporate Earnings, Valuations, And Risk Premiums Are Tangled
• My Dividend Growth Portfolio - End Of Summer Update
• QMOM: A Momentum ETF At Attractive Valuation
• MDY: The Valuation Case Holds Water For U.S. Mid-Caps
• ETB: Equity CEF Still At A Discount, Over 8% Yield
• INDY: Unlikely To Be Too Buoyant In The Short Term
• IETC: An Actively Managed U.S. Tech Fund With Strong IRR Potential
• IBHF: Fight The Fed With This Term Fund, 6.7% Yield
• LVHD: A True Low Volatility Play
• LQDW: Attractive Income With Low Volatility For Easing Cycle
• NIE: Updates On Finances And Distributions Following Release Of Semi-Annual Report
• ISCB: This Low-Cost Small-Cap ETF Disappoints On Performance And Fundamentals
• SCHI: Imminent Middle East Issues Could Derail Cutting Hopes
• VFMF: Multi-Factor Investing In One Fund
• Pharma Stocks Losing Ground After A Remarkable Rally, Downgrading PPH
• Enbridge: Mainline System In Focus
• Equity Outlook: As Volatility Rises, Resist The Tactical Temptation
• CDC: A Value Dividend Play For When Stocks Go Down Hard
• XLC: A Major Change To Fund Composition And An End To The High Concentration
• VBK: Some Attractive Sub-Plots, But Not The Best Time To Get Too Bullish Either
• ETH: Grayscale Ethereum Mini Trust, Making Sense Of Under-Performance
• GLD ETF: A High Price Doesn't Mean It Is Overvalued
• FSMD: Outperforming Small And Mid-Cap Benchmarks With Lower Volatility
• A Calamos CEF Gone Statistically Mad
• BITO: Rate Cuts Are Beneficial, Plus High Income (Rating Upgrade)
• Municipal CEF Update: Discounts And Rates Deliver A Rally
• IQSU: ESG Fund Beating The Benchmark And Some Peers
• RTH: Growth Outlook Improving, But Valuation Is Expensive
• ASGI: Positive Outlook Driven By Interest Rate Cuts
• CHAT: A Surprisingly Undervalued AI Fund
• Scottish Mortgage Investment Trust: Momentum Remains Strong
• The Five Factor Model: A Screen Of Ultimate Quality For Reasonable Valuation
• FLDR Likely To See Its Dividend Shrink, Moving To Hold (Rating Downgrade)
• AVK: Rights Offering Quick Notes
• ISCV: Good Value And Dividend Growth, But Average Return
• FXI: An Update As Chinese Stocks Take Off On The Upside
• My 2024 Q3 Review And Q4 Outlook
• PIMCO Update | Sept 2024 | Muni Coverage Jumps (Maybe), Taxables See Significant ATM Benefit
• Leveraged ETFs: Monthly Watchlist And SSO Ongoing Decay
• WCLD: Cloud Computing Enhanced With Options
• Alerian MLP Index ETN: +6% Yield With Positive Macro Prospects
• New York Climate Week Highlights The Importance Of Critical Thinking Toward Sustainability
• IGV: Not A Bargain P/E, But One Technical Pattern Catches My Attention (Rating Upgrade)
• September AAII Asset Allocation Survey: Stock Allocations Decrease
• RSP: S&P 500 Monthly Dashboard For October
• KIO: Good Fund, But Now Is Not The Right Time To Buy
• ETW: Attractive ~9.2% Distribution Yield And Discounted
• IQSM: ESG And Quality Don't Always Align
• SPY: Not A Good Time To Increase Market Exposure
• China's Monetary Stimulus And Liquidity Support For The Capital Market
• XNTK: An Equal-Weighted Tech Fund With Short-Term Potential
• The Great Generational Leadership Rotation
• SCHD: Dividend-Paying ETF's Rally Is Gaining Steam
• PSQ: The Potential For A Trickle-Down Recession Or Worse
• In Case You Need A Reminder, Swap GUT For DPG
• RQI: Leverage Is Winning Once Again
• SCHD: Why It Should Be Considered By Retirement Income Investors
• KBWP: Insurance Stocks Still The Class Of Financial Sector
• BDJ: Positive Outlook With Reliable Distributions
• ProShares Ultra QQQ ETF: Recent Breakout Bodes Well For Covered Call Strategy
• MCHI: Don't Fight The Chinese Government
• Silver Looks Ready To Break Out On The Next Round Of Rate Cuts
• BTCO: That Was A Great Run (Rating Downgrade)
• Enbridge: This 6.5%-Yielding Dividend Aristocrat Is Still Buyable Now
• FENY: U.S. Oil And Gas Stocks Likely Overvalued Despite High IRR Potential
• FTSL: When A Hold Is A Hold
• IDV: Macroeconomic Environment Is Now Favorable (Rating Upgrade)
• TQQQ: Patience Is Required For Outperformance
• Deploying Our Hurdle Rate Strategy In The Lumber Industry
• QDTE: Avoid This 'High Yield' Mirage
• UPGD: New Strategy, Similar Concerns
• SCYB: Simple High-Yield Corporate Bond ETF, 7.2% Dividend Yield
• TSLY: How I Try To Avoid The Deadly Covered-Call Mistakes
• Hartford Quality Value ETF Fund Q2 2024 Commentary
• VYM: A Top High-Yield ETF Choice For Income Investors
• JCE: 5 Reasons Why I Would Not Hold This CEF
• LTPZ: A Nuanced Stagflation Hedge
• Eagle Point Credit Collects Income From CLO Equity (Mostly) And Yields Over 19%
• FDRR Failed To Outperformed In Rising Rates
• Is It Time To Buy Foreign Stocks? (Technical Analysis)
• VIG: A Strong Alternative To SCHD
• FEQIX: The Other Equity MF In My Mom's IRA - Sell Rating
• Risks Without Rewards
• PDO: This ~ 11% Yielder Has To Be Considered By Income Seeking Investors
• COM: An Active Approach To A Tough Asset Class
• IGR: Earn An 11% Yield And Get Inflation Protection With This CEF
• DPG: Remains Attractive Even After A Solid Run
• HYMU: High Yield Muni Investing For High Tax Equivalent Yields
• NBXG: Deep Discount, Attractive Yield On This Technology Fund With A Termination Date
• PEO: Buy The Dip In This Resources Fund Before The Oil Price Rises
• QDTE Vs. QYLD And JEPQ: Far Higher Distribution Yields And Potentially Higher Total Return
• Range Nuclear Renaissance ETF: Remarkable Outperformance
• GUT: 2024 Rights Offering Underway
• ISD: A Lifecycle Progression To A Sell (Rating Downgrade)
• SCHD: 3-For-1 Split, You Say?
• A Second Opinion Is Just What The Doctor Ordered
• QYLD: Rate Cuts Improved Its Attractiveness (Rating Upgrade)
• HTD: Solid Income Fund Positioned To Benefit From AI Expansion
• LQD: Getting Ready For 3% Cash Yields, IG Credit Still Appealing
• GDX: Gold Miner Profits To Surge 70%, But Rally May Slow
• ITOT: Potential To Outperform In 2025
• USMV: Low-Volatility Stands Out, Performance Not So Much
• TYG: Continuing Its Strong Recent Track Record
• GOVZ: A Pure Play Way Of Betting On Treasuries
• NFTY: A Nifty Equal Weighting Which Is Clearly Working
• 5 Best CEFs This Month For 9% Plus Yield (September 2024)
• NTG And TYG: Merger Proposal
• QFLR: A Decent Hedge For A Bullish Portfolio, But There's A Better Option In SFLR
• FHLC ETF: Play Defensive For 2 Reasons
• The MaM Portfolio: 2024 Q3 Update
• SPYI: Buy This For The 12% Target Distributions
• EQWL: Makes A Lot Of Sense Against Market-Cap Weighting Now
• ECAT: High Distribution Helps Narrow Discount
• Base Load And Intermittency In My Retirement Income Portfolio
• CEF Weekly Review: CEFs Rally Through First Fed Cut
• Live The Retirement Dividend Dream With SCHD And These High Yields
• GARP: Long-Term Growth Outlook Favorable
• DSTL: Non-Cyclical Value With A Hint Of Excellence
• KTF: Ideal To Park Short-Term Cash For 7.4% Tax-Exempt Income
• QDTE: Weekly Distribution Comes At A Cost
• NFTY: A Horse For The Indian Course
• ETJ: Antitrust Lawsuits Could Drag On The Fund's Portfolio
• Emerging Markets: 5 Opportunities For Equity Investors
• ILCB: The Little-Known Large Cap ETF With A Solid 20+ Year Track Record
• My Replacement For Cash: SHV
• ETY: Solid Performance And Fair Valuation
• PDX: Low Yield, But Substantial Excess Returns Suggest A Coming Distribution Increase
• When A Crystal Ball Isn't Enough To Make You Rich
• SPHQ: An Attractive Investment Option Compared To Others
• FPE: Excellent Preferred Stocks ETF, But Poor Long-Term Investment
• VXUS: You May Not Need International Exposure At All
• INDA: India Is A Long-Term Growth Story
• Cash Balances And Peak Rates: Is It Time To Make Your Money Move?
• Governance Reforms Power Japan Forward
• SVOL: Treat This Like A High-Yield Hedge Fund
• IVOG: An Easy, Cheap Way To Play A Mid-Cap Rotation
• BINC: Moving To Hold After The Yield Curve Shift (Rating Downgrade)
• DRN: An ETF To Own During Fed Policy Normalization
• My YARP Dividend Portfolio: A Progress Report
• SGOV: A Rare Gem Losing Its Shine
• Convertible Market Trends: Looking Under The Hood
• SDVD: Eat Your Cake And Keep It, Too - Tailored For Income Investors
• Utilities ETFs: Plugged In For 2024
• A Strategic 7.6%-Yielding Portfolio For Fall 2024
• TCAF: Bottom-Up Approach Is Welcome In This Large-Cap ETF
• SOXS: Amortizing Fund That Should Be Avoided (Rating Upgrade)
• FBCG: Growth Is Poised To Outperform Value Ahead
• RSPH: Outperformance In 2025 Expected
• GXC: Downgraded To Hold After The Monster Move
• SLVP: Silver Breaks Out, How To Play The Miners
• Spire Global Approaches Profitability
• VPL: Underlying Japanese Conditions Will Be The Key Swing Factor For This ETF
• VDE And The Factors Impacting Oil Prices
• VIGI ETF: Likely To See A Pause On Account Of Mixed Conditions
• Investing For Growth: 4 Global Megatrends
• KWEB: 5 Reasons Why I'm Cautious About The Recent Rally
• SCHD And SPYD: Comparing 2 Dividend ETFs, And Their Common Enemies
• SMH: The AI Buildout Is Broadening Out
• OXLC: 20% Yield Likely To Be Ephemeral
• BUZZ Investing: Fed Signals Labor Focus And Yield Curve Normalizes
• IIF: Finding New Ways To Outperform
• 3 Forces Powering The Nuclear Energy Surge
• QQA: Invesco's JEPQ Clone Is Yet To Show Results
• Today's Markets Are Extremely Concentrated. What Does This Mean For Active Management?
• Moat Index Q3 2024 Reconstitution: U.S. Equity Exposure Without The Lofty Valuations
• PDO: A Rate Cut Winner With An 11% Yield
• BCHG: Grayscale Bitcoin Cash Trust, Five More Months Until Unlocks Begin
• LQDH: Checking In On Hedged Investment Grade Bonds (Rating Upgrade)
• DON Has A Few Good Points, But Lags Several Competitors
• SPY: Still Hanging In Balance
• SPSM: Small Caps Strong, Watching One Key Technical Spot
• 7%-Yielding Retirement Passive Income Portfolio From VYM And 2 Other Funds
• PTA: This CEF Spent Down Its Cash Position To Profit From The Preferred Rally
• 4 Reasons To Bet On Small-Cap Stocks Amid Rate Cuts
• AI Investment Opportunities Beyond Big Tech
• TCHP: It Takes Big Bets, But The Jury Is Still Out
• PMX And HTD: Providing Tax-Advantaged Income
• The Truth About Alternative Investments
• COWZ Q3 Reconstitution: High Energy Exposure Returns With 27 Additions
• VXUS: Add International Exposure At A Discount To The S&P 500
• COMT: Perhaps China Is The Catalyst For Commodities To Run
• DFP: The Portfolio Is Not Keeping Up With The Share Price Of This CEF
• XLU: AI Growth Spurt Drives The Breakout Story
• Why I Am Now Buying QQQ Option Income ETFs
• DTD: Outperforming Its Peers In 2024, But SCHD Still Looks Better
• SPYI Is Generating An 11.59% Yield And Upside That Can Continue
• COPX: A Good ETF In A Likely Overbought Copper Market
• LRGC: The Right Mix Of Sectors For Medium-Term Outperformance
• A Grain Of Wisdom: S&P DJI Launches S&P GSCI Minneapolis Wheat And S&P GSCI Composite Wheat
• ESG Momentum Without Compromising Performance: The S&P/BMV Total Mexico ESG Index
• IAK: Sticking With Hot Insurance Stocks, Valuation Checks Out
• SPHY: Simple, Strong High-Yield Bond ETF, 7.7% Yield
• TECB: Too Close To XLK
• USO: China And The U.S. Will Determine The Path Of Least Resistance
• Bank of America: Lackluster, Headwinds Forming A Bearish Setup (Technical Analysis)
• TBT: The Rate Cut May Not Lead To A Bond Market Rally
• SPE: Solid Performance While Deep Discount Persists
• Remaining Cautious On Mexico And iShares MSCI Mexico ETF
• Ideal Time To Swap Out Of BCAT And ECAT And Into BOE And BGR
• VYM: Is This All-Weather Dividend ETF Yielding 2.74% Right For You?
• CPZ: Robust 2024 Performance Warrants An Upgrade (Rating Upgrade)
• A Hedge You Get Paid To Own
• BITU: Knocking On The Door
• Seeking Alpha Author Experience #126: The Seeking Alpha Editors' Handbook
• NUSI: New Strategy Shows Promise, But Consider Alternatives
• NUSI: New Strategy Shows Promise, But Consider Alternatives
• VTIP: Well Placed As Fed Easing Risks Reigniting Inflation
• Quality Straight Down The Middle With XMHQ
• SEIM Vs. SPMO: Stick With Better Known Momentum ETF
• ICLO: Not A Fund I'd Consider With Rates Dropping
• EWG: Germany's Structural Headwinds Persist
• BGH: An Excellent Bond CEF For Income Investors With An 8% Yield
• IGM: A Solid Tech ETF To Capitalize On Bull Run
• QGRO: Diversification Has Not Been An Advantage For This Quality Growth ETF
• ACIO: Collared Equity ETF For A High P/E Market
• USD Is Rested And Ready To Go Again
• FEPI: Income Not Worth The Risk Of Capital Loss
• IWMY: Flawed Strategy Leading To Capital Erosion
• Sell AMLP, Buy These ETFs Instead
• My Conservative All-Weather Portfolio Is Up 9%, But Storms Loom
• DTCR: An Underlooked And Critical Part Of Our Digital World
• SPXU: A Bet On Election Uncertainty And Expensive Valuations
• WIW: Stay Long While The Fed Cuts Interest Rates
• VV: As Good As SPY
• HYD: Great Tax Equivalent Yield
• EXG: Earn A 9.32% Yield And Keep Your Equity Exposure With This CEF
• GPIX: Capturing More Upside Than Other Monthly S&P 500 Buy-Write Funds
• FALN: Sorting The Best Of The Junk
• FEZ: Europe, For Whenever The Cycle Finally Turns
• Buying TMF On The Sell The News Rate Cut Event
• IHAK: A Pure Cybersecurity Play
• HPF: Making Sense Of The Fund's Positioning
• The Fed's Rate Cut Is More Bullish For Gold Than For Dividend Stocks
• PDI: 13% Yield And A Revaluation Catalyst
• IWB: Outperformance Expected Through 2026
• EDV: Another Great Opportunity To Buy
• BTO: Ideal Circumstance For Growth
• BST's Widening Discount Is Attractive As The Outlook Brightens
• 5 Stocks I Would Include If I Were Building A REIT ETF
• Pivotal Moment For BDC Dividend Investors, Here Is What To Do
• BJK: A Relatively Cheaper Way To Enter The Gambling Sector
• QTUM: For A Futuristic Tomorrow
• EVG: Falling Interest Rates Greatly Reduce This Fund's Appeal (Rating Downgrade)
• TLT: What Is There To Like When The USA Is $35 Trillion In Debt?
• TBIL: Still Worth Holding Even Though The Rate Cutting Cycle Has Begun
• GRID: Investors Are Finally Taking Electrification Seriously
• VT: Dollar Weakness And Lower Rates Are Tailwinds (Rating Upgrade)
• Bullish On Silver, But SIL Is Only A Hold
• BKCH: Good Overall Blockchain Exposure
• Grow Your Income By Asking The Right Questions
• VKI: A Great Muni Income Play For Rate Cuts
• SCHG's Double Advantage: Rate Cuts, AI Growth (Rating Upgrade)
• EWQ: Much Better Growth Ahead In 2025
• XLV: Healthcare Outperforming In The Second Half, Bullish Tailwinds Persist
• SCHP: The Place To Be In This Rate Cutting Cycle
• QDEF: A Low Volatility Dividend ETF Outperforming Peers
• SCHD: Pocketing Monthly Option 'Income'
• PFFR: A Unique Part Of The REIT Landscape
• RNP: 6.9% Income Yield And A Bet On Much Lower Interest Rates
• GPIQ: Better At Capturing Nasdaq 100 Upside
• GQI: Needs More Weighting To Financials, But The Yield Is Reasonable
• FDL: Dividend Growth ETF With Lackluster Return And Quality
• TIP: The Way To Play A Fed Policy Error
• CSHI: T-Bill And Options Income ETF, Solid 5.9% Yield And Performance
• UTG: Utilities Are The New Gold As Real Rates Collapse (Rating Upgrade)
• FBY: Low META Volatility Makes Selling Calls Less Attractive Today
• URNJ: The Demand For Uranium Continues To Grow
• IBBQ: This Low-Cost Biotech ETF Comes With Unique Risks
• JRI: Discount Narrows But Attractive Underlying Assets (Rating Downgrade)
• CEF Weekly Review: Recent CEF Misconceptions
• CWEB: Set For Re-Rating Once Deflation Stabilizes
• DCOR: Offering Both Growth And Value
• PSI: Why You Need Direct Exposure To The Semiconductor Sector
• SH: An Effective Market Hedge With Hidden Income
• JPIE: Simple, Strong Income ETF, Above-Average 6.1% Yield, Outperformance Since Inception
• AOK: With The Yield Curve Shift Lower, This ETF Is Now A Hold (Rating Downgrade)
• QLC: High-Quality Portfolio But Unconvincing Performance
• MLPX: Providing Flowing Opportunities In Energy Infrastructure And Midstream Activity
• KBWY: Small And Mid-Cap REIT Yield Makes Sense Now
• TDV: 1.14% Yield Makes These Tech Dividend Aristocrats A Tough Sell
• SJNK: Low-Volatility Junk Bond ETF
• GREK ETF: One Of The Better Equity Pockets In Europe, But Has Its Fair Share Of Risks As Well
• SQQQ: Red Flags For Market Euphoria
• U.S. Equity Market Betas - Why They Matter And How They Are Changing
• Proposed Private Asset ETFs In Focus: What Are The Risks And Opportunities?
• DAPP ETF: Quiet, Inexpensive, And Undeniable
• How To Invest In AI Vs. Tech In A Portfolio
• Enbridge Preferred Stock: Best Investment Grade Preferred Stock By Far
• CLOU: Well-Built AI/Cloud Computing ETF Is A Buy
• JEPI: If You Are A Dividend Investor, You Have To Consider This Opportunity
• ITA's Valuation Is Elevated As Its Secular Growth Trend Has Been Priced In
• Looking For Value, Look Beyond U.S. Equities
• Energy Vs. Midstream - XLE Vs. AMLP: Only One Is A Buy
• TSLY Provides Investors A Significant Income Alternative
• FSTA: Valuation Still Expensive
• CEFS: Recent Developments
• SPMC: The 13%-Yielding CLO CEF Makes Its Public Debut
• Sold JEPI As QDPL Is Better For Income Generation
• Janus Henderson AAA CLO ETF Q2 2024 Commentary
• Super Micro Computer: Down Like The Hindenburg
• ICLN: Trump-Harris Outcome Likely To Drive US Clean Energy Policy
• BRW Looks Attractive At ~8% Discount To NAV
• FEPI Provides Investors With High Income But Growth Is Capped
• PSCI: Does The 'Industrial Reshoring Trade' Still Have Legs?
• AMLP: Midstreamers Remain Attracitve On Valuation, Uptrend Intact
• SGOV: What Is Next After The 50 Bps Fed Cut (Rating Downgrade)
• PAI: Fed Turns Dovish, What's Next For This Bond Fund?
• SCHY: Beating The Benchmark, But Lagging Some Competitors
• HPI: This Preferred Stock Fund Has A Strange Portfolio
• Update On The Value/Growth Ratio: Will Value Ever Matter Again?
• GDXU: Gold Mining Shares On Steroids
• CII: Discount Stays Attractive With Market Volatility
• SPYD: Simple Dividend Equity ETF, Above-Average 4.0% Yield, Recent Outperformance
• Fed Cuts Are Positive For EM Local Bonds
• CONY: Don't Buy This Yield Trap
• VPU: Utilities Are Surging, But I Found A Better Power Play (Rating Downgrade)
• SFLO: Free Cash Flow Focus Driving Low Multiples For This Small-Cap ETF
• QQQI: Dynamic Options Strategy Provides Better Capital Appreciation/Income Balance
• ADX: 6% Yield That Works In Few Situations
• IYC: Consumer Discretionary Dashboard For September
• DES: Doesn't Have The Best Track Record, But Could Still Flourish
• Verizon And AT&T: Lower Interest Rate Tailwinds Coming?
• Is Your Multi-Asset Strategy Equipped For An Economic Surprise?
• NVDY Offers Investors An Appealing Income Strategy
• VTWO: Small Caps Eyeing All-Time Highs In 2024
• What Does A Fed Rate Cut Mean For Investors?
• RA: Still Attractive On A Relative Basis Despite Narrowing Discount
• Priority Income Fund: Attractively Priced L Series From This CEF
• GDLC: Crypto's Deep Value Play
• RVT: Small-Cap Stocks, Huge Value, Ready For Takeoff
• ERC: Analyzing Recent Updates To The Fund's Portfolio And Finances
• The Magnificent 12 GARP Portfolio Beats The Magnificent 7 Fuelled S&P 500 In 2024
• LIT: Lithium Bear Market Likely Has No End In Sight
• IYM: Materials Dashboard For September
• NVDY: High-Yield Play Likely To Outperform Nvidia
• BOIL: Playing With Fire
• WEA: Not Attractive For Gains, But A Reasonable 7.50% Income Play
• JXI: Utilities Dashboard For September
• VGIT: Excellent Fixed Income Fund Addition Improves Risk Adjusted Returns
• ARGT: A Top Performing Global Fund On Track For Sustained Strong Returns
• CONY: This High-Yield One-Trick Pony Just Needs To Finish The Race
• ARKK: You Missed Yet Another Bull Market
• Ideas For Managing CEF Discount Volatility
• My S&P 500 Strategy For Rates, Recession, And Election Uncertainty: Buying Dips
• XLF: Are Rate Cuts Good Or Bad?
• SMRI: Don't Jump The Gun Based On The Fed's Interest Rate Decision Today
• UTF: Infrastructure Gets Hot With Anticipated Rate Cuts And UTF Yields 7.17%
• XLE: Cheap, But No Catalyst Yet (Technical Analysis)
• REMX: Rare Earth Metals, Explained
• For Emerging Market Equity Yield, Consider EDIV
• The Best And Worst Investment Decisions I've Made
• MORT: A Cyclical Rates Driven ETF
• LONZ: A Throughout-The-Cycle Asset
• Indian Renewables: Earth, Wind, And Fire
• IHF: Good Growth Ahead In 2025 And 2026
• PFD: Things Are Looking Up, But This Fund's Current Yield Is Low
• PHDG: Not A Bad Time To Consider For A Possible Extreme
• BRNY: Too Early To Tell
• FXL: Technology Sector Dashboard For September
• UTF: A Solid Infrastructure Fund For Monthly Distributions
• U.S. Defense Majors Are Losing The Export War
• HDUS: Factor-Enhanced Large Cap Blend Fund Fails To Stand Out
• OIH: The Bullish Trend Falters
• Undercovered ETFs You Should Know About: 12 Analysts' Picks From August-September 2024
• SOXL: Another Epic Year-End Rally May Be Incoming
• BUFR: Could Make Sense For An Impending Bear Market
• ETY: It May Be Wise To Be Cautious Over The Next Few Months
• MUB: Rates Headed In Right Direction, But Supply Should Increase
• VNQI: International REITs May Play Catch-Up To U.S. Peers
• IDU: After A Great Run, I'd Moderate Expectations (Rating Downgrade)
• Identifying Crises And The Economic Significance Of Avoiding Them
• SPMO: A Sound Choice For Buy-And-Hold Strategy
• IYT: Industrials Dashboard For September
• RLTY: Real Estate Is Heating Up
• HAPI: Why This Large-Cap Human Capital Factor ETF Works
• How To Invest In Carbon Credits: A Comprehensive Guide For 2024-25
• PFIX: Today's Stimulus Sows Tomorrow's Inflation
• Momentum Investing Gives You An Edge, Until It Doesn't
• SCHD: An Anchor Of Stability
• LQDW: NAV Erosion And Unsustainable Distributions
• Chewy: Can Growth Overcome The High Valuation?
• IVE: U.S. Value Stocks Are Undervalued With An IRR Potential Of 9%
• DIA: The DJIA Hits New All-Time High
• SHLD: Defense Tech ETF A Must-Follow For Me
• Demystifying Alternative Investments
• VIG: Superior Dividend Growth At A Reasonable Price
• S&P 500 Leveraged ETFs 'Til The New Year
• IHF: Healthcare Dashboard For September
• ACIO: This One Makes Sense For The Put Option Alone
• Why Dividend Stocks May Not Meet Your Alpha-Seeking Goals
• PBJ: Consumer Staples Dashboard For September
• LGI: High Yield And Exposure To Outperforming Foreign Assets (Rating Upgrade)
• YMAG Provides Mag7 Exposure With An Appealing Income Component
• Tech And AI Investing Trends: A Stock Picker's Take
• PTY: Makes A Lot Of Sense Here
• Starting The Tight Policy Unwind
• 4 Opportunities In Private Equity Investing Today
• FMAT: Materials Stocks Offer Limited Upside
• SCHM: Earnings Growth Accelerating Through 2026
• Navigating 21 Enbridge Preferred Shares: High Yield Alternative For Cash Investors
• SCHY: Going Global In The Hunt For Yield
• XBI Is Breaking Out And Likely To Outperform In The Near Term (Technical Analysis)
• It Is Time For 2026 Medicare IRMAA Tax Planning
• Balancing Equity Portfolios With Covered Calls As An Alternative To Fixed Income
• VOO: S&P 500 Near Its Highs Heading Into Fed Week
• VVR: This Fund Is Overpriced For The Current Monetary Conditions (Rating Downgrade)
• AMZY Provides Investors With Similar Exposure To AMZN With Income In Mind
• VNQ: Active Approach Prevails, But Passive Investors May Benefit
• CSHI: Great Place To Park 'Longer' Term Cash
• XDTE: An Interesting Spin To Covered Call Funds
• JQUA: A Diversified, Lower Volatility Quality ETF
• Enbridge: No Margin Of Safety
• PDI: Clinging To That Huge Yield
• VOO: Long-Term Investors Can Still Benefit From Buying At All-Time Highs
• NAC: Quick, Sharp Gain Leads Me To A More Cautious Stance (Rating Downgrade)
• JEPI: Why I Am Doubling Down On This 7% Yielding ETF At 52-Week Highs
• VGT Is A Stronger Investment Option Than QQQ
• SOXL Remains A High-Risk Gamble, With Losses Mounting (Technical Analysis)
• MGF: There Is A Time To Buy And There Is A Time To Hold (Rating Downgrade)
• PAVE: Time To Hit The Brakes
• BDJ: Attractive Monthly Distribution, Remains A 'Buy'
• HYDB: Strong High-Yield Bond ETF, Solid Strategy, Above-Average 6.9% Dividend Yield And Performance
• Food And Beverage Stocks To Hedge S&P 500 Volatility Exposure
• VGT: Relative Strength Suggests Caution Warranted
• URTH: Improving Macroeconomic Environment Will Act As Tailwind
• VDE: Oil's Bounce Warrants A Energy-Sector Refresh (Rating Upgrade)
• PAVE: U.S. Infrastructure Stocks Have Potential, But With Risks To Longer-Term Valuations
• The Case For Long-Term Munis: Positioning For Rate Cuts
• HYGW: Covered Call High-Yield Bond ETF, Outstanding 13.3% Yield, Declining Share Price And Distributions
• PFFA: Preferred ETF With Over 9% Yield And Potential For Appreciation
• Revealing My Six-Figure, Market-Beating Portfolio At The Age Of 30
• 9 Closed-End Fund Buys In The Month Of August 2024
• GVLU: Multi-Cap Value And Quality Fund Beating Its Benchmark
• CGDG: A Must-See ETF For Retirement Planning Or Wealth Generation
• USA: Tech Exposure And A Solid 10% Yield
• VIOO: Small-Cap ETF With Good Risk-Adjusted Returns
• CEF Weekly Review: Bad Performers Get Merged Out
• Enbridge's New Preferred Shares Yield 8.65%, But I'm Not Interested
• Surge In Fallen Angels Expected Amid Economic Uncertainty
• HIGH: Unnecessary Risk From Unpredictable Option Spreads
• JPRE: Top Notch Real Estate Fund
• Why The Next Spike In Market Volatility May Last
• Leveraged Exposure To The Nasdaq 100 Via TQQQ: Is It Worth The Risk?
• QUAL: Performing As Predicted, Staying Bullish
• AIQ: AI Fervor Cools, But A Bullish Long-Term Backdrop
• BND: Bonds Are Rising Again, But They Face 2 Key Risks
• Tradeweb Exchange-Traded Funds Update - August 2024
• GBTC: Capital Flows And Network Data
• FLRN: What Is Next For This Floating Rate Fund (Rating Downgrade)
• PALL: Production Curtailment May Cure Low Prices (Rating Upgrade)
• HDV: Good If You Like Dividends And Energy
• SQQQ Can Bring Trading Appeal During The Upcoming Fed Meeting
• VOT: Growth ETF With Quality, But Lagging Some Peers
• JEPQ: Good Chance It Outperforms QQQ Now
• CII: A Distribution Increase Could Be In This CEF's Future
• Avoid Nightmares With SCHD
• ZTR: Discount Remains Attractive As Better Performance Takes Hold
• SRET: High-Yield ETF And How I Build My Portfolio With REITs
• SCHD: What If Dollar Keeps Weakening?
• CGIE: Exploring Overseas Investment Opportunities In Large-Cap Growth
• Recommending JEPQ Over QQQ For Steady Income
• SCHD's 5 Worst Dividend Stocks You Can Buy Today
• SPHD: Quality Sector Mix Makes This Worth Considering
• SPGP: Different From Other Growth ETFs
• Rethinking The 60/40 Portfolio: Dynamic Hedging With Commodities
• FYC: A Smart Or Speculative Small-Cap Growth ETF?
• RYLD: I'd Rather Prefer Small-Caps Without The Covered Call Overlay
• VO: Mid All Over
• FLBR: Skeptical View As Inflation Nears Target
• IDU: Utilities Nearing 20x Earnings, Too Rich
• WGMI: Top 10 Holdings Tell The Tale
• SPMO: A Mixed Bag For Momentum Seekers (But Still A Decent S&P 500 Play)
• JEPQ Offers A Hefty 10% Tech Yield
• CGBL: An All-Weather ETF To Balance Your Portfolio
• NAV Growth: One Of The Most Important Metrics When Investing In BDCs
• YMAG: Major Shift In Strategy
• EPOL: Seek Alternatives Elsewhere
• Beyond Diversification: U.S. Equity And Sector Relevance In Mexico
• KSA: Reduced Incentive To Own On Multiple Counts
• Why I'm Passing On The Nuveen Preferred & Income Opportunities Fund's 9.77% Distribution
• USFR: Solid Cash ETF, 5.4% Yield
• SRET Lost Half Of Its Value And Distribution In Less Than 10 Years
• XHB ETF: Better Than ITB, But Underlying Conditions Don't Support A Buy Now
• This Or That: ETF Themes Edition
• Cyberattacks Continue To Increase - Are Investors In Cybersecurity Software Providers Benefitting?
• Prepare For Election Outcomes: Views From Our Portfolio Managers
• TAN: Trump Nor Harris Will Save Solar - It Is Up To Jerome Powell
• INDA: India's Foreign Investor Resurgence Has Just Begun
• XLC: Meta And Google Domination Has Helped
• SPY: CPI Tailwinds Already Priced In
• Gold + Equities = An Interesting Marriage
• QGRW Has A Short Yet Encouraging Track Record
• BIZD: A Public Way To Access Private Credit
• Q4 Approaches: What's Been Happening In The Market And How To Position For It
• Fidelity Contrafund: Understanding What My Mom Holds
• SDHY: Rating Downgrade To Buy Amid Yield Spread Dropping And Slowing Economy
• XDTE: Extracting S&P 500 Returns As Weekly Distributions
• MPV: Hard To Justify A Premium On The Eve Of Interest Rate Cuts
• Explaining Changes To Select Sector Indices
• PBW: Clean Energy Stocks Catch A Post-Debate Bid, Caution Warranted
• Maintaining Low Tracking Error: The Construction Of The S&P 500 ESG Index
• ULTY: Paying 1.24% For A Manager To Play With Options
• Equal Weight Indexing In Canadian Equities
• Notes On The 2024 Special Opportunities Fund Semi-Annual Shareholder Report
• QQQY: Unsupported 105% Distribution Rate From This Nasdaq Fund
• FXH: A Short-Term Tactical Health Care Play Worth Considering
• QYLD: Probably Beats QQQ In The Months Ahead
• Opportunity In Healthcare As Post-Pandemic Tailwinds Continue
• Is AI Slowing Down The Energy Transition?
• XLG: There's A Lot To Like
• BUI: Attractive Infrastructure CEF For More Conservative Investors
• SCHJ: A Bond ETF To Keep Your Eye On
• IYK: A Low Volatility ETF For The Cautious Investor
• Destiny Tech100 And The Dark Side Of Investment Democratization
• PTY: A Good Time To Shed Weight
• XDTE: The Time Is Right For 0DTE Covered Calls
• QQQY: Surprisingly Solid Strategy But Overambitious Distributions
• VGT: Insane Concentration Risk
• GCOW: Global Exposure With Higher Yield Than Peers
• Who's Going To Win The U.S. Presidential Election? For Markets, Does It Really Matter?
• NHS: Fully Covered Its High Yield In H1, But Caution Could Be Advisable
• Revisiting The Factor Zoo: How Time Horizon Impacts The Efficacy Of Investment Factors
• DIVO: Well-Rounded Dividend Equity ETF, High-Quality Holdings, 4.5% Yield
• GDV.PR.K: With Most Of The Curve Move Behind Us, This Is A Hold Now (Rating Downgrade)
• 3-Year Live Performance Review Of The S&P QVM Top 90% Indices
• BIZD: Revisiting The Fund's Three Largest Constituents
• Dealing With Aging: Updating The Intel, Walgreens And Starbucks Stories
• VIOO: It Is Still Not Late To Join The Party
• ACWI: Global Stocks Face Seasonal Pressure, High-Teens P/E
• DGRO: Strong Performance, But Is It Really A Dividend Fund?
• EZA: Overreaction To GNU Government And Lower Inflation
• VIG: Not Enough Yield To Be Interesting
• QQQ: My In-Depth Look At The Nasdaq-100 Fundamentals
• HYGV: Beating Other Junk Bond ETFs, But Lagging Fallen Angels
• ETW: Foreign Currency Exposure Proves Beneficial For This High-Yielding CEF
• VTI: Likely Better Than SPY Now
• IBIT: Bitcoin Bear Market As Investor Cash Runs Low
• Are Rate Cuts Bad News For BIZD ETF?
• SHY: Energy Should Bring Some Cooling
• XLK Should Rally Hard Into Year-End, But Not Just Yet
• DSL: A Very Expensive Bond CEF With Limited Upside Potential From Here
• KRE: Strong Relative Performance Potential, But Absolute Is A Question
• OXLC: The Good And Bad Side Effect Of Interest Rate Cuts
• PTY's Risk Reward Setup Is Bullish While The Yield Is Still 9.96%
• FDIV: Designed For A Recession, But Underperforming For Now
• VIG: Financials Exposure Is Not What You Might Expect - Sell Rating
• FTHI: Low Volatility, Not Great Track Record
• RSST: Is Returns Stacking Hype Or Alpha?
• Sector Neutrality - An Essential Mechanism Within The S&P 500 ESG Index
• TLTW: Covered Call ETF Focusing On Long-Term Treasuries, Strong 14.9% Yield, Risks Abound
• Moat Strategies Gain On Strong Stock Selection
• Checking-In On STEW A Year After
• HYGH: Best ETF In Its Category, Yet Unconvincing
• FXD: Factor-Based Consumer Discretionary ETF You Should Avoid
• CHY: Convertibles Are Better Than Junk Bonds Today
• HYG: Not The Time, But Worth It After A Credit Dislocation
• PEY: A Nice Balance Of Sectors
• US Oil Production Is Slowing, The Ramifications Will Be Significant
• ROE: Solid But Thus-Far Ineffective Strategy
• HYT: This Is A Decent Junk Bond Fund, But It Does Not Deserve Its Current Premium
• Scary September For Stocks, More Volatility Expected For VTI
• MLPX: Recent Developments
• SVAL: A Little Too Much Financials Exposure
• IXP: Growth Profile Not Attractive
• AOR: Passive Fund For Investors With Moderate Risk Tolerance
• Mixed Market: 38% Of S&P 500 Stocks Down Since January 2022. Looking For Buys
• QQQ: Extremely Overpriced (Rating Downgrade)
• TLT Broke Out And Should Continue Higher (Technical Analysis)
• SVOL: The Hedge Worked, I Maintain A Strong Buy
• VGK: Europe Earnings Growth Taking Hold
• IDVO: A Unique Spin On International Income Investing
• OCCI: Reaping Benefits From Improving CLO Conditions
• ETV: Discount Provides Appeal For Long-Term Investors
• YMAX: Weakness Of Strategy On Full Display
• MCI: Not An Outright Buy, But Worth Accumulating - Solid 8.9% Income
• TFLO: Major Oil Roadblock To Inflation May Be Overcome
• GQRE: Sophisticated Real Estate ETF, Not Better Than Simple Ones
• RSHO: Reshoring Alpha To America
• USSE Could Do A Better Job With More Frequent Rebalancing
• FLGB: Despite Improving Near-Term Growth Outlook, Long-Term Growth Trend Remains Weak
• ETV: Decent For Income, But Not As Good At Protecting Against Inflation As Other Options
• Why I Buy And Hold 'Forever'
• PBD: Outperforming U.S.-Only Clean Energy
• DFAW: Interesting Strategy But This Might Be Why It's Not Working
• TEAF: Weak Performance History But Transformation May Be On The Horizon
• OMFL: What's Next For This Unpredictable Multi-Factor Fund?
• CEF Weekly Review: Distribution Hikes Aren't Working
• IWN: This ETF Doesn't Deliver The Smallcap Value Premium
• PFFA: Income ETF With Value And Growth Tailwinds
• Is Your Portfolio Prepared For U.S. Dollar Depreciation?
• Investing In The Next Generation Of Environmental Tech Breakthroughs
• KYN: Impending Rate Cuts Improve Relative Attractiveness Of Energy Infrastructure
• How Machine Learning Is Transforming Portfolio Optimization (Technical Analysis)
• FDIS: Unappealing Broad Exposure To The Consumer Discretionary Sector
• Emphasize Consistency To Navigate Volatility
• HYS: Beware Rate Cutting Cycles
• HQH: High Yielding Exposure To Biotech With Positive Outlook
• TSI: Unattractive Entry Point (Rating Downgrade)
• CGUS: Consistent Outperformance, Nicely Calibrated Factor Mix Secure Buy Rating
• YYY: Long-Term Decay And Excessive Expense Ratio
• BND And AGG: The Best Is Behind Them (Rating Downgrade)
• QYLG: Better Nasdaq 100 Buy/Write Funds Exist
• Preparing To Bet Against Nasdaq With The PSQ ETF
• Yield Curve, Low Rates, And The Less-Efficient Market Hypothesis
• Portable Alpha: Divorcing And Remarrying Alpha And Beta
• PUTW: Our Top Strategy For Flat-To-Down Markets
• GOVT: Total U.S. Bond ETF To Help Risk-Adjusted Returns
• FINX: Fintech ETF Is Down, But Far From Out
• XME: Buy On Overblown Recession Fears
• Weather Derivatives Grow As Risks Intensify
• DIV: Lower Treasury Yields Make High-Dividend Stocks In Vogue (Rating Upgrade)
• Monthly Newsletter - August 2024
• ULTY Offers An Appealing Income Feature In A Weak Market
• Jim Bianco's Take On Core Bond Exposures
• PIMCO CEF Update: PDX Not In A Hurry To Be A Credit Fund
• IGPT: A High Fee Fund That Lacks The Right Holdings Mix
• As Gold Hits New Highs, GDX Shines As A Long-Term Play
• ECAT: One Of The Dirty Dozen CEFs Now Yields 20% And Is A Buy Before The Discount Closes
• HIO: Limited Protection Against A Resurgence Of Inflation And Limited Upside Potential
• AOA: The One-Stop Shop ETF For Retirement
• BKT: Not An Attractive Entry Point After The Decrease In Rates (Rating Downgrade)
• FTGS: This Well-Rounded Large-Cap Growth ETF Comes With A Catch
• FBND: Actively Managed Intermediate Bond Fund Delivers Results
• GSPY: Mirroring S&P 500 ETFs With A Higher Fee
• MSD: Very High, Fully-Covered Yield But No EM Currency Exposure
• BOIL: Consider As Natural Gas Peak Demand Season Approaches
• AAII Sentiment Survey: Neutral Sentiment Rises
• REZ: Fundamentals Improving
• Meta Platforms: I Regret Misunderstanding Rule Of 40 Deeply
• AI And Environmental Impact: From A Vicious Circle To A Virtuous One
• EWL ETF: Advisable To Take Some Profits Now (Rating Downgrade)
• VTV: Value Oriented With Growth Potential
• DJD ETF Warrants More Attention, But A Hold Feels Fitting Now
• NVDL: Pain Awaits
• BUCK: Harvesting Interest Rate Volatility Premium To Boost Treasury Returns
• FBTC: Bullish Despite The Risks
• Could It Be Time For A Turnaround In Cloud Computing?
• BSTZ Continues To Outperform BST And Here's Why
• PAXS: Analyzing Recent Changes For This Highly Levered Bond Fund
• PFFD: Shrinking Value And Distribution
• IEO: Following Macroeconomic Threads Makes Us Wary Of Oil
• ARDC: CEF With 9.2% Yield, But Expensive
• DGRO: This Dividend Growth ETF Has Outperformed The S&P500 With Less Risk And More Yield
• NANC: Invest Like A Democratic Congress Member
• FNK: Should You Buy This Mid-Cap ETF With An 11x Forward P/E?
• VEU: A Cheap Mid-Teens P/E Outweighs Near-Term Technical Concerns
• Stay With International Investing (Although It's Been A Tough Long Road)
• FNGU: Derisking May Impact This Fund
• 3 Reasons To Buy VIG Instead Of SPY
• A Story About The 10YR UST, The Yield Curve, And The TYA ETF
• The Case For Prudence: ARKK's Persistent Struggles
• SPY Triggers Our Sell Signal, Price Looking For A Bottom (Technical Analysis)
• DIVO: Strategically Using Covered Calls To Capture Price Appreciation And Income Simultaneously
• USOI: Earn A Fat Yield While Waiting For A Breakout/Breakdown
• PBDC: Active BDC ETF, Strong 9.5% Dividend Yield And Performance Track-Record
• FTA: Attractive Fundamentals But Lackluster Track Record
• LGLV: A Low-Volatility ETF Suitable For This Environment
• SPYU: A Great ETN For Savvy Investors
• Platinum Is Unbelievably Cheap, Overdue For Rebound: Buy PPLT (Rating Upgrade)
• JMHI: A First Look At JPMorgan HY Muni ETF
• CLSE: Robust Long Short Equity ETF
• DBB: Base Metals Slammed To Start September, Weighing Macro Risks
• Understanding The Components Of Commodity Futures Returns
• Navigating Market Volatility With Confidence
• What's Next After The Software 'Strike'?
• Enbridge: A Fat Pitch 7.0% Yield With A Growth Catalyst
• MAGS: The Magnificent 7 Bubble Is Losing Breadth
• Enbridge: Operating Leverage And Secular Tailwinds Secure Dividend Sustainability
• FMDE: An Excellent All Weather ETF For Mid-Cap Investors
• Direct Indexed Tax Loss Harvesting: Is The Juice Worth The Squeeze?
• IGD: A Narrowing Discount Brought To You By A Higher Distribution
• August AAII Asset Allocation Survey: Cash Allocations Increase
• ILF: Latin American Stocks Are Cheap, But Bearish Relative Momentum
• BOXX: Understanding The Fund's First Distribution
• QQQM: Cheap Or Not, The Nasdaq-100 Index Is Vulnerable
• IUSB: Correlation May Be Breaking
• EDF: Recent Market Performance Illustrates Dangers Of Premium Valuations
• Patience Needed In The AI Buildout
• Fed Moves And Election Year Jitters (QQQ Rating Downgrade)
• ACP: Massive Yield Is Tempting, But Not Worth The Tradeoff
• PFXF: Preferred Stocks ETF Beating Peers, Yet Unattractive
• BOXX: Cash-Alternative ETF, 5.6% Options Yield, Risks Abound
• HYG: Easy Money Has Been Made With High Yield Bonds (Rating Downgrade)
• BTAL: A Wonderful ETF For Bear Markets... But There's A Catch
• JPST: Rate Cuts Are A Tailwind
• AGG: Expect Steady Dividends, Minimal Capital Gains Despite Fed Funds Rate Cuts
• YMAX: Diversification Makes This Strategy Attractive
• FLRG: Impressive Risk-Adjusted Returns, Solid Factor Mix, Yet One Issue Not To Ignore
• GLQ: Improved Leverage Profile And Distribution Rate
• STK: A Solid GARP Track Record, Returns About On Par With QQQ
• Raise Cash Or Not
• SDVY: Low Yield, Low Expectations For These Small/Mid-Cap Rising Dividend Achievers
• SOXX: Semiconductor Play With Decent Diversification
• SPYD: Can Be Beaten On Yield And Total Return
• VFLO: Cash Flow ETFs Are King
• GLIN: India's Year Of The 'GARP'
• Market Efficiency Vs. Behavioral Finance: Which Strategy Delivers Better Returns?
• SCHG: Far More Concentration Risk Than Most Realize
• IYW: Beware Of Significant Correction Due To High Valuation
• PFM: A Low Volatility Dividend ETF
• VEA: Expecting A Pause In The Uptrend, But Developed Markets Remain Cheap
• GRPM: GARP, Mid-Cap, And Discretionary Focused
• EUSA's Underweight In Technology Makes It Less Attractive
• EEM: Emerging Markets Remain Off My Buy List
• UGL Drift And Leveraged ETF Watchlist
• CEF Weekly Review: Reverse Splits Are Never A Good Sign
• BLW: Leveraged High-Yield Bond And Loan CEF, Strong 9.6% Yield And Performance Track Record
• ACVF: High Quality ETF Designed For Conservative Values Investors
• SPLG: S&P 500 Dashboard For September
• MSTY Brings Investors Income Through MicroStrategy
• ACVF: A Conservative Focus Fund That Performs Like The S&P 500
• RWR: Long-Term Growth Trend Is Positive
• JPC: Questionable Distribution Sustainability
• TAN: Solar Stocks Trending Lower Ahead Of The Election
• SWAN: An Interesting Allocation Fund For A Tail Risk Event
• QAI: A Good Alternative If Alternatives Ever Work Again
• QQQE: How NVIDIA's Result Could Continue Shifting The Landscape For Equal-Weight
• FOF: Steady Distributions Accompanied By Steady Price Range
• KLIP: A Great Opportunity For Income Focused China Bulls
• Fed Pivots And Baby Aspirin
• PDI: The Case For Bond CEFs, PIMCO Leads
• VTI Remains A Core Holding As We Enter A Rate Cut Cycle
• EMB: Dollar Denominated EM Bonds Are Not Compelling Right Now
• GDXJ: More Mid-Cap, With A Lot Of Catch-Up Potential
• ASGI: An Underrated Fund That Should Continue To Deliver Impressive Income
• ERH: Utilities And High-Yield At A Discount
• Stop Overthinking And Buy XLK
• SDOG: Did I Underestimate This 3.76% Yielding Dividend Dogs ETF?
• JMOM: Lagging The S&P 500 Momentum Index
• HIX: Some Good Characteristics, But Distribution Is Destructive
• EPI: No Stopping The Leading India Factor ETF
• SMIN: Small-Cap India Outperforms Large
• What GBTC Outflows Tell Me About Bitcoin And The Bitcoin ETF Landscape
• CONY: A Derivative Of Derivatives
• YMAG: Income From The $15T Market Valuation
• Looking For Potential Opportunity In Healthcare Stocks
• Retirees: How To Access Your Investment Portfolio Without Eating Your 'Seed Capital'
• Betting Against The Market With The SPDN ETF
• SCHD's Achilles Heel: A Warning To Dividend Investors
• BITO's Underperformance Is Likely To Continue
• Drowning In Data Soup: Why Factor Investing Cannot Be Scientific
• QYLD Is Great For Income, But I Have Turned Neutral On This 11.63% Yielding ETF
• EMD: Analyzing This Fund's Changes In The Semi-Annual Report
• Portfolio Implications Of Powell's 'Whatever It Takes' Moment
• Yes, You Can Eat Risk-Adjusted Returns
• BITO: Macro Risks Amid Bearish Bitcoin Seasonal Trends (Rating Downgrade)
• JPUS: An ETF With Healthy Returns But Nothing Particularly Impressive
• MAGS: Makes Little Sense
• EZU: Attractive Valuation Given Its Growth Prospect
• IGIB ETF: Favoring Intermediate Duration And Low Credit Spread Exposure
• LONZ: High Yield From Leveraged Loans
• CGO: Stretched Valuations Make This Fund A Hold (Rating Downgrade)
• IGA: Discount Narrows, But Still Worth Holding
• IYZ Needs A Spark To Get Going
• NVDL: A Way To Use Nvidia's Stock Market Influence (And It Isn't 'Trading')
• FNDA: Lagging Other Factor-Based Small-Cap ETFs
• CEF: The Trends In Gold And Silver Are Your Best Friends
• CGO: This Excellent CEF Is Taking Advantage Of Foreign Opportunities
• XSVM: Mixing Value With Momentum
• QQQM: Don't Expect Stellar Returns To Continue
• IEZ: Navigating The Volatility Of Oil
• How To Play The BlackRock Tender Offers: Start With Buying BOE
• Fabless Chip Designers: Shaping The Future Of Semiconductors
• EWY: 3 Reasons Why Korean Stocks May Be A Good Buy
• Introducing IPAV: The Case For International Infrastructure Development
• BITQ: Still Unlikely To Produce Solid Returns
• Expanding The Hunt For Attractively Valued Equities
• VNM: Vietnam Stocks Cheap, But Among The Worst Spots Globally Recently
• Have Commodities Hit Peak Bearishness? What Happens Next?
• NTG: Not An Attractive Entry Point, But A Robust Hold (Rating Downgrade)
• XSVM: Wait And See Approach Is Warranted For Low-Valuation Small-Cap ETF
• XLRE: Improving Real Estate Fundamentals Back The Rebound
• NOBL: A 25-Year Dividend Growth Streak Doesn't Equal High Quality
• EOI: Good Performance, But Diversification Leaves A Lot To Be Desired
• EIM: Lock In High Yields For Decent Potential Total Returns In Munis
• Where It Pays To Get Choosy: A Case Study In Stock Selection
• XRT: Resilient Consumers, Rising Retail Stocks
• NML: Proving Itself As One Of The Best In Class
• BST: Trades At Discount To NAV, Could Get A Boost From Rate Cuts And Nvidia
• HACK: This May Not Be The Pure Play Cybersecurity ETF You're Looking For
• Schwab Ultra-Short Income ETF Late To The Game
• Expanding The KraneShares Volatility Suite With KPRO And KBUF
• BITO: 2 Potential Catalysts To Look Forward To
• BITX: Rate Cuts Could Disappoint BTC Bulls
• Global Markets Regain Their Footing
• CLOA: Viable Alternative To JAAA
• AMZY: The Time Is Right To Sell Upside Calls On Amazon
• XLE: Recent Underperformance Is Not Indicative Of Future Returns
• MGK: Focus On Forward Earnings Makes It Structurally Active
• Silver's Comeback: SIL Or SLV - Which Is The Better Market Play
• FLIN: Riding High On India's Record-Breaking Rally
• EWA: Growth Outlook Not Bright In Australia
• TSLY: Strategic Guide To Selling Tesla Call Options
• IQLT: Well-Rounded Ex-US Large Cap ETF
• FMCX: At 25.85x Forward Earnings, First Manhattan's Debut Active ETF Is Too Expensive
• Should You Follow Buffett's Lead And Increase Your Cash Position?
• DWAS: Excessively Risky SMID Strategy With Bleak Returns
• De-Dollarization And The DBC ETF Product
• GraniteShares 2x Long COIN ETF: Proof In The Pudding
• PDO And BANX: Delivering High-Yield To Investors
• CCD: Caution Is Warranted As It Trades At A 25% NAV Premium
• Buy These Stocks Before A Fed Rate Cut In September 2024
• UTG: Positive Outlook Driven By Interest Rate Cuts
• Navigating A Historic VIX Spike With SVOL
• SPYI Offers No Compelling Benefit Over Other Covered Call ETFs
• Debt Burdens, Elevated Rates To Test Equity Investors
• LYLD: A New ETF Focused On 'Shareholder Yield'
• Emerging Markets, Done Differently
• RING: Gold Miners Outpacing Gold, Still A Low Valuation
• SCHD Vs. SCHG
• PZC: I Still Wouldn't Choose This Fund For Muni Exposure
• Outline For The Election Playbook: Part 2
• URNM: The Undeniable Future Of Nuclear Can Be Invested In
• Elusive Alpha, Corrosive Costs
• Project $1M: On Track After 2024's First Half
• CLO Debt ETFs Or CLO Equity CEFs: Which Are Best For Income Investors And Retirees
• PBDC: Diversified Entry Into The 9%-Yielding BDC Universe
• PRFD: Active Preferred Shares ETF From PIMCO
• SPHD: A Low-Volatility ETF Is Poised To Offer Solid Returns
• XSW: Lack Of Star Power In A Growing Industry
• Eagle Point Credit: Common Shares Are Becoming Less Attractive Than Preferreds
• VHT Is Breaking Out On Healthcare Strength (Technical Analysis)
• XLE: Second Level Thinking
• BDJ CEF: Secure High-Yields Without Chasing Yields
• EWM: A Good Story And Strategic Emerging Market To Consider
• QDTE: A New Covered Call Fund That Is Well-Designed
• TUG: This Market Timing ETF Still Has To Prove Itself
• JOET: A Quality ETF Struggling In The Current Market Environment
• COPX: The Long-Term Case Is Real
• FFC: Benefits From Monetary Easing, But Has Already Priced In Potential Gains
• RQI Vs. RLTY: Rate Cuts On The Horizon Boost These Funds
• QDTE: Fund's New Strategy And Its Implications
• FEX: A Mediocre High Fee Large-Cap Fund You Should Avoid
• EQLS: Checking In On This Simplify Long Short Equity ETF
• TMF's Leveraged Exposure To Long-Term Treasuries Will Benefit From Rate Cuts
• 2024 Superconvergence BioRevolution Series: A Blockbuster Gene Therapy?
• Enbridge: Still Appealing After A Nice Run Higher
• SUSL: Better ESG Investing Than Other Competitors
• Let's Have A Look At Buying Dividend Growth Stocks Without Looking, Almost 10 Years Later
• SOXX: Proportional Semiconductor Exposure Should Result In Good Risk-Adjusted Returns
• If Big Tech Bear Is Here, Is TQQQ Sliding To 2022 Lows Next?
• Oxford Lane Capital: Why I Think This Is A Yield Trap
• SMH: Mixed Indicators Ahead Of Nvidia's Earnings Report
• MDYG: U.S. Mid-Cap Growth Stocks Are Cyclically Attractive
• Enbridge: A Buy Above, A Hold Below 8% Yield
• PEO: Join Saba Capital And Get Exposure To Top Energy Stocks At A Discount
• Value Investing: VONV Appears Solid, But VTV Could Be A Better Investment Vehicle
• GSLC: Just Choose SPY Instead
• IHI: A Pricey P/E But Bullish Chart Setup
• AGG: The Window For Buying Bonds Is Narrowing (Rating Update)
• SPYI: Proving That You Can Get The Best Of Both Worlds
• REGL: Overweight In Financials, But Low Volatility
• UTF: 7.7% Yield, Deeper Than Average Discount
• RFI: Real Estate Fund With 7.7% Plus Income For The Long Term
• ETG: Attractive Monthly Distribution And Global Exposure
• CLSE: Impressive For A Long/Short Fund
• URA: Attractive (Re-)Entry Point
• CEF Weekly Review: Not Everything Is An Arbitrage
• ECH: A Well-Constructed Fund With Favorable Prospects
• 5 Best CEFs This Month For Nearly 9% Yield (August 2024)
• Small Caps Rebound Is Finally Coming - Time To Buy IWM
• SPYV: Notching New Highs Ahead Of Spooky September Seasonality
• DRLL: Drilling A Duster
• ULVM: Unattractive Cocktail Of Value And Momentum
• FESM: Not Impressed With This Enhanced Small Cap Blend ETF
• Enbridge: Catalysts Galore
• TBLD: Fund Might Have Sacrificed Some Equity Upside, But Still A Good Diversifier
• DIVB: A Dual Focus On Dividends And Buybacks
• PDI: Much Better Return/Risk Ratio Thanks To Rate Cut Outlook (Upgrade)
• FTHY: Discount Narrows On This Term Fund
• Credit Hedging Done Right: CDX Outperforms With Defense
• UVIX: An Instrument For Day Trading Only
• ITB: Home Demand Won't Go Away
• JRS: This Solid Real Estate Fund Has Some Tailwinds And Currently Trades At A Discount
• AMDL: How To Leverage Your Advanced Micro Devices Holding 2x
• JRI: Solid Infrastructure Exposure But Flawed Growth
• SMH: Extreme Concentration Makes It Unattractive
• TUR: Turkish Equities Offer Potential High Returns, But Risks Are Still Too High
• DGRW: Poorly Positioned And Minimal Payouts (Rating Downgrade)
• AWP: How Real Is The Yield
• IYK: A Value, Low Volatility Consumer Staples ETF
• VBR: This Cheap, Sophisticated Ranking Approach Has Failed
• XSMO: Small-Cap Momentum Stocks Shining, More Gains Likely To Come
• CET: A Steady Eddy That Outperforms
• VRIG: There Are Better Alternatives
• SMMV: Best Of Breed Low-Vol ETF In Small Caps
• DLY: This Bond CEF Is Extremely Expensive And Has Limited Upside
• EIS: Time To Revisit The Biggest Israel ETF?
• ANGL: I Can't Believe I'm Writing 'I Like This Junk Bond ETF'
• Amid Solid Q2 Earnings, Volatility More About Sentiment Than Fundamentals
• NUGT: Expect Gold Rally To Continue After The Fed Cut
• SCHE ETF: Not A Buy, But Not The Worst Option Around Either
• UGA: The Gasoline ETF As The Driving Season Ends
• JEPY: A Generous Yield Offset By Continued Downside Risk
• Getting Ahead Of Climate Transition Risks And Opportunities
• AMDL Can Be A Good Trading Vehicle For Those Seeking Additional Risk
• MGC: The Potential Upside May Come With High Risk
• DVYE: This Emerging Market Dividend ETF Does Not Pass Our Litmus Test
• Why BDCs And REITs Should Be Cornerstones In Every Income Investor's Portfolio
• SCHV: Value Remains Cheap Compared To Growth
• The Corporate Life Cycle: Managing, Valuation And Investing Implications
• FDVV: A Decent Fund That May Not Work For Income Investors
• PDO: How This Fund Differs From Peers From PIMCO
• A Window On S&P/ASX Index Liquidity
• AMDY Offers Passive Investors An Active Options Strategy For AMD
• MINT: When Boring Is Good, Still A Buy
• DVY: Blue Chip Dividend Players When You Need It The Most
• SIZE: A Good Mid-Cap ETF, Yet Not The Best
• EWI: A Great Way To Visit Italy (From Your Portfolio)
• IDE: Gain Exposure To Electric Consumption Growth With This 11.27%-Yielding Fund
• Dividends Do Matter For Total Returns
• QQQ: What If A Soft Landing Happens?
• BUZZ Investing: U.S. Stocks Tanks On Japan Rate Hike And Economic Woes
• ASGI: Delivering Results While Discount Remains Attractive
• Market And Model Risk: Sequentially Interweaved Risk Dimensions
• EWZS: A Unique Small-Cap Way To Play Brazil
• In An AI Arms Race, Investors Should Focus On Profit Potential
• GII: Marginally Better Than IGF, Decent Allocation Vertical
• Enbridge: Strong Dividend Yield Is Offset By Overvaluation
• If The Dollar Depreciates, Might It Be Time For Emerging Markets To Shine?
• Small Caps Yielding Higher, Positioned Better For Declining Rates
• SDY: S&P 500 Dividend Stocks Perking Up, Poised For More Gains (Rating Upgrade)
• IXC: Energy Stocks Offer Strong Return Potential, But Not Without Volatility
• Signs Of Performance Within The BioRevolution?
• Navigating Global Shifts
• RNP: Likely To Benefit From Interest Rate Cuts
• XLU: Not Likely To Be A Safe Haven In A Troubled Market
• Equity Hot Topics: Concentration, Valuation And AI
• PRN: A Momentum Industrial ETF Delivering Growth And Outperformance
• Celebrating 10 Years Of The S&P 500 Quality Index
• Cybersecurity: A Clear Requirement, But Rough Returns So Far In 2024
• NTSX: With Inflation Normalizing, This Leveraged Bond/Equity ETF Is A Buy
• UTG: Should Benefit Significantly From What Likely Will Be Multiple Rate Cuts
• FXI: Large-Cap Chinese Stocks Are On A Slippery Slope
• SCHD: Peeling Back The Many Layers Of This 3.80% Dividend Yielding ETF
• JPI: Now A Perpetual CEF, Implications For Shareholders
• AVUS: This Actively Managed ETF Still Has To Prove Itself
• SPHY: Keep It On A Watch List
• Why JEPI Is Likely A Worse Bet Than SPY
• IWM Bullish Triple Play: Low Valuation, Soft Sentiment, Positive Chart
• August 2024 Active Management Insights: Positive Outlook For Cyclical And Value-Oriented Stocks
• Mitigating Economic Risk In Multi-Factor Strategies
• The Compelling Case For CPER On The Correction
• GLD: Gold Shows No Sign Of Slowing Its Ascent
• VBR: Not The Most Ideal Pick, But Still Offers Some Promise
• VCR: Why The Consumer Discretionary Stocks Decline Could Be An Opportunity
• NUW: Tax-Free Income At A Discount
• As Market Risks Linger, Is Now The Time To Consider Low Volatility Investments?
• AWF: Falling Interest Rates Around The World Could Serve As A Tailwind
• FEPI: Not So 'Premium' Portfolio, Better ETFs Available
• China's Third Plenum: Focus On Manufacturing And Very Short-Term Stimulus
• XLI: A Great Fund For Betting On Real Economic Growth Drivers
• XLI: A Solid Industrials ETF For Healthy Risk-Adjusted Returns
• IGF: How To Capitalize On Urbanization
• QQQI: Designed For Income And On Track To Yield Around 14%
• BLV: Time To Upgrade Vanguard's Long Duration Fund
• JPMorgan Active Bond: ETF With Great Diversification
• PHDG: Better Alternatives Exist For Hedged S&P 500 Returns
• GUNR: Buy This Underfollowed Commodity ETF
• IGLD: Gold Participation With An Attractive Yield
• VYM: High Dividend Stocks Outperforming So Far In The Second Half
• WDIV: Global, Dividend-Focused, And Well Balanced
• PEY: Purely For Income
• OPP: Positioned For Falling Interest Rates, But There Are Some Risks
• SMDV: Fundamentally Unattractive DGI Strategy Despite Performance Surprise
• Stock Roundtable 2024 - 3 Top Experts, 3 Rounds Of Picks
• HYBB: One To Consider After A Credit Event
• PHB: Unconvincing Junk Bond Strategy
• It's Hard To Relax
• Another DM Crisis, With EM The Safe Haven?
• ACWV: Low Volatility Global Exposure Makes A Lot Of Sense Now
• EVT: This Well-Positioned Fund Can Protect Against Inflation
• Buy-Write ETFs: Why Buy? The Case For JEPI, XYLD
• Stealthy Strength In MOAT, A Solid Diversifier Versus The SPX
• BOND: Diversified Investment-Grade Bond Holdings, Growing 4.6% Yield, Above-Average Returns
• BYLD: Dynamic Bond Allocation To Squeeze More Yield
• VGSH: Capitalizing On The Fed's Next Moves
• PJP: A Dynamic Pharma Fund
• NXG: A Good Way To Add Renewable Energy To A Portfolio And Profit From Electrification
• VFVA: There Are Better Options Available
• DUHP: A Quality ETF With Market Performance, Lower Volatility
• FIW: Popular Investment Theme Trading At Elevated Valuations
• RWJ: Revenue-Weighted Small Caps Offer A Strong IRR Potential Of Over 12%
• Buffer Funds - What Retirees Need To Know About These 'Sure Thing' Investments
• JBBB Vs. LQD: Which Is Best For Income Investors And Retirees
• EWZ: Opportunities Outweigh The Monetary Policy Uncertainty
• JBND: New Active Bond ETF From JPMorgan
• FDM: Quality Screens A Success For This Long-Running Micro-Cap ETF
• XLC: A Worth Considering ETF With Cheap Valuations And Solid Earnings Growth To Face Uncertainty
• IWY: Consistently Beating The S&P 500
• SCHD: Turning This Dividend Growth ETF Favorite Into A Monthly Payer
• IVW: A Fairly Valued Growth Fund With 9% IRR Potential
• AIO: EPS Growth Trending Lower For AI Companies (Rating Downgrade)
• SCHG: An Excellent Growth Oriented, Tech-Weighted ETF
• FVAL: Divorcing The Size Factor From Value
• FEPI: The New Cornerstone Of Income ETFs
• CEF Weekly Review: PCF Tries To Get Shareholders To Care
• Arrowmark Financial: Big Yield On Niche Assets
• MGV: #1 Holding In Vanguard's Mega-Cap Value ETF Will Surprise You
• XLY: Consumer Discretionary Dashboard For August
• Enbridge Dividend Yield Supported By Strong Expansion
• IGRO: Why It Is A Good Time To Buy An International Dividend Growth ETF
• DGRW: The Fund Is Expensive And The Index Is A Problem
• SLYV: A Cheap Way To Express Your Small-Cap Value Bias
• RSPT: Technology Dashboard For August
• My Top 10 Closed-End Fund Holdings: August 2024
• Implementing VanEck's Macro Views In Your Portfolio
• NVDY: A Covered Call Play Into Nvidia's Q2 Report
• IUSV: Ride The Value Transition
• Where Are The AI Revenues? A Look At Mega-Cap Tech Sales Multiples
• Investing In AI: It's About How, Not If
• NVDY: Aggressive Growth Income To Buy For Relatively Low Risk
• VOO: Easy Alpha, Big Income
• AVK: Trying To Take Advantage Of Market Developments, But Hard To Justify A Premium
• BST: Interest Rate Cuts Serve As Positive Catalyst
• ETF Securities Lending Activity Shines A Light On Market Dynamics
• PHYS: Potential Fed Rate Cut Could Be A Huge Positive Catalyst
• SDHY: Short Duration HY CEF That Fails To Impress
• The Yield Max TSLA Option Income Strategy ETF: One Of The Worst Constructed Covered Call Funds
• FDIV: 2.78% Yielding Dividend ETF With Questionable Quality And Growth
• RSPU: Utilities Sector Dashboard For August
• The Potential Opportunity In Europe And Japan For Investors
• VIS: Industrials Dashboard For August
• Protect Against Geopolitical Risk And Prepare For Rate Cuts
• SPXL: A Traders Tool
• TNA: It Might Be Time To Invest In Small-Caps
• S&P 500 Ventures Into Bearish Seasonality, Taking VOO To A Hold (Rating Downgrade)
• NVDY Yields 70.33% But I Think Owning Nvidia Is The Better Option
• D Is For Defense (And Dividends)
• The Forgotten Style: What Ever Happened To Value?
• THD: Macro Improvements Point To Full Recovery In 2025
• Inflection Points: The Summer Vol Stew Recipe
• Fallen Angels: Outperformance After Fed Cuts
• Still A Great Opportunity To Invest In TUA
• ETO: Ability To Switch Into Preferreds Might Be Useful In A Recession
• PVAL: This Large-Cap Value ETF Has Potential
• CGDV: A High-Quality Outperformer Deserves A Rating Upgrade
• Multi-Asset Solutions: Macro July 2024 Update
• VOO: The S&P 500 Should Be The Cornerstone Of Your Portfolio
• COWZ Offers Quality Over Quantity In The Russell 1000
• TBFG: 1-Stop Shop In An ETF
• Is Your Bond Allocation A Drag? It Doesn't Have To Be
• IXJ: Healthcare Sector Dashboard For August
• Understanding And Investing In U.S. Micro Caps: Why Choose IWC?
• The $300K IG SWAN Portfolio (22 Months Later)
• RSPM: Materials Dashboard For August
• SHYG: Credit Spreads Still Relatively Low
• Undercovered Dozen ETF Edition: Covered Call Funds, Small-Cap Value, Leveraged ETFs, Japan +
• PDT: Benefiting From Current Market Trends And Looking Good For Income
• SCD: Tech And MLP Leaning CEF Providing A Steady Monthly Distribution
• RFI: Its Leveraged Sibling Is Beginning To Outperform
• HEQT: Extended Markets Warrant A Hedge
• GOF: Distribution May Be Under Threat If There Are No Improvements
• NLR: Another Choice For Uranium Risk
• VCV: Bull Case Still In Place For California's Muni Bonds
• IUSG: A Growth ETF With An Impressive 12% IRR Potential
• USFR: What Is Next For Floating Rate Treasuries (Rating Downgrade)
• Bullish Yen? Think Japan Small Caps
• 5 For 5: Five International ETFs And Top Themes Within Them
• JEPQ: You Can't Have Your Cake And Eat It Too
• AMR Update - Mid-2024
• FDIG: The Best Choice Among Flawed Crypto ETFs
• SCHD: Still The Gold Standard Of Dividend ETFs
• VNQ: Don't Fear A Recession, It's A Great Time To Accumulate This ETF
• GLD And Hard Landing: Historical Perspective
• Uncorrelated Alpha: A Market-Neutral, Hedge Fund-Of-Funds Investment Strategy
• CEF Insights: Liberty All-Star's Multi-Manager Equity Strategies For Income
• FCFY: Should You Buy This New Sector Neutral FCF Yield ETF?
• SMOT: Frustrating Performance, Unconvincing Factor Mix
• DFAT: A Good Option For Value Investors
• TPZ: More Consolidation In The MLP CEF Space
• FXG: Consumer Staples Dashboard For August
• ETG: Higher Turnover Than Expected, But Still A Worthy 8%-Yielding Equity Fund
• Embracing The Uncertainty You Can't Escape
• VNQ: REITs Passed The Recent Test
• USHY: A Low-Fee Junk Bond ETF
• Behind The Sector Rotation Away From Tech
• Brace For Impact: Your Essential Guide To The Next Economic Revolution
• FDVV: A Strategic Blend Between Growth & Income
• Can AI Manage Money?
• FLOT: A Safe Harbour
• 4 Closed-End Fund Buys In The Month Of July 2024
• IOO: International Mega-Cap Stocks Offer Excellent Long-Term Value
• RIV: Good Fund With A Solid Strategy, But Price Is A Bit High
• XMHQ: A Steep But Buyable Correction In High-Quality Mid-Caps
• FNCL: Risks Overshadow Lower Valuations For This Diversified Financial ETF
• SRLN: Sell The Weakest Leveraged Loan Fund
• PDI: The Interest Rate Pivot And A Falling Premium Are Positive Signs
• Can AI And Technology Stocks Keep On Keeping On? An Expert Take
• BTC - A Future Top 3 Bitcoin ETF
• TLTW Makes Sense For Income And Rate Cut Speculation
• COPX: Gold To Copper Ratio Signals Greater Trouble Ahead For Miners
• Investment Grade Strategies For The Second Half Of Year
• FFLC Can Help Earn Market-Beating Returns As Market Is At A Crossroads
• THD: Thailand Stocks Continue To Weaken, Look For A Buying Opportunity
• EIDO: Positive Economic Prospects To Support Equity Market Sentiment
• Gold Might Become The New Bond
• FLC: Continuing Recovery With An Attractive Discount And Distribution Increases
• Sticking With Risk Through Turbulence
• 2024 Superconvergence BioRevolution Series: Training The Immune System To Fight Cancer
• VYMI: Solid Yield And Great Diversification
• SOXL: Updating My Mid-June Recommendation To Abandon Leveraged ETF
• Uranium Update: When Public Policy And Private-Sector Demands Align
• JNUG: Turbocharging Junior Gold Miners Makes Timing Critical
• AI In Unexpected Places: Transforming Healthcare, Gaming, Retail, And Beyond
• BND: The Easiest Way To Ride The Coming Bond Wave
• EMs: Positioned To Carry On As Carry Trade Unwinds
• TPZ: This 7.33%-Yielding Fund Still Looks Like A Decent Way To Get Income Today
• Carlyle Credit Income Fund: Get 15% Yield From The Newest CEF That Holds CLO Equity
• QQQ Vs. 'Us' After 4 Years: Passive Tech Vs. Active Dividend Investing
• How To Invest In AI For The Next Decade
• The Small-Cap Rotation Is Focused On Fixed Vs. Floating Debt Exposure
• RSP: Equal Weight Has Plenty Of Merit To Wrap Up 2024
• SCHO ETF: Best-In-Class Features And Active Return Prospects
• CIBR: Cybersecurity Stocks Consolidate Following CrowdStrike's Snafu
• IJH: Mid-Caps Offer High IRR Potential And Possible Outperformance
• JEPQ: Survived Volmageddon 2.0, But Concerns About Valuations Remain
• JEPQ: 2 Ways Of Utilizing This Fund
• HYEM: Is It Time To Accumulate Emerging Market High Yield Bonds?
• CEFS: This Fund Of Funds Has Delivered In 2024, 8% Yield
• JEPQ And Hard Landing: What Its Past Data Tell Us
• Income Investing For High-Net-Worth Investors
• FAB: An Expensive But Exciting Multi-Cap Value ETF
• RWL: Good Value Alternative To SPY
• Don't Overpay For Subpar Asset Allocation: BlackRock Mid-Cap Growth Equity Portfolio
• XLP: The Right Time To Consider This
• CVLC: I Dig The Investment Process
• SILJ: Volatile But Long-Term Potential Is Real
• CHW: Buy This Fund Before It Hikes Its Distribution
• abrdn Raises Distributions For AOD And AGD By 70%-Plus
• UTES: The Right Fund In The Right Sector
• IBHE: A Bond Ladder Rung To Be Redeemed In 2025
• AMZA: Strong Performance Continues, And The Valuation Has Improved
• ILCG: Cautious On This Growth ETF
• XLY: Market Volatility Creates Entry Point (Rating Upgrade)
• IGD: Improved Finances, But Share Price Has Gotten Substantially More Expensive
• ECH: More Than Just Copper
• EWC: I Don't See Canadian Stocks Outperforming Going Forward (Rating Downgrade)
• MAXJ: Near-100% Downside Protection With ITM Puts
• BBLU: An Active Blue-Chip Strategy Worth Considering
• OEF: An S&P 100 Tracker With A Healthy IRR Potential Of Over 11%
• What You Need To Know About Protecting Your Portfolio From Recession And Bear Markets
• HYB: Saba Does It Again, Quasi-Eliminating The Discount For This CEF
• The TLT ETF Looks Ready To Break Out
• SCHD: Preventing 'Diworsification' With Quality Dividends
• EZM: Earnings-Based Mid-Cap Fund Without A Quality Advantage
• GLO: High Yield, Big Discount
• Positioning A Portfolio For A Black Swan World
• JEPQ: Yield Near 10%, How High It Could Rise (Rating Upgrade)
• IVOL: Massive Upside From Yield Curve Steepening
• WDI: 12% Yield, 3% Discount, Monthly Payer
• UTF: Utility And Infrastructure Fund With 7.6% Plus Income For The Long Term
• PGF: Financial Preferred Stocks Look Unattractive
• VOOG And VOOV: An Essential ETF Pair For The Unpredictable Market Ahead
• WTV: A Great Way To Define Value
• AOD: Distribution Increased By 70% To Close The Discount, Buy Now And Get 14% Yield
• CEF Weekly Review: Managers Kick It Up A Notch In Fight With Saba
• India Fund: A Most Interesting Large-Cap India Play
• 4 ETFs On My Recession Shopping List
• SOXL: Yen Carry Trade Is Kryptonite
• CARK: Unexplored, But Well-Known
• VOOG: The Summer Swoon May Persist In Growth Stocks
• Don't Fret, It's Picks And Shovels Time In The AI Gold Rush
• VXX: Lighting Does Not Strike Twice
• IYG: A Solid Financials ETF To Avoid Volatility
• VFQY: A Diversified But Underperforming Quality ETF
• The Best Way To Buy The S&P 500 Dip
• GCV: Back To Higher Valuation, Potential Alternatives To Consider (Rating Downgrade)
• PSK: Lagging Peers In A Lagging Asset Category
• EMGF: A Surprisingly Good Emerging Market Fund Based On Factors
• GUT: Examining The Fund's Changes Over The Past Few Months
• IWX: A Good Value Basket
• FLDR: Great For Conservative Investors
• SCHD: What If A Hard Landing Happens?
• When Is An Index Too Concentrated?
• SPLV: Defensive Is In Vogue (Rating Upgrade)
• NTSX: Multi-Asset ETF Beating Its Peers
• Moat Stocks Gain As Mega-Caps Falter
• FELC: Nothing Special Here At All
• Fidelity FTEC ETF Can Offer Good Exposure To AI
• AGD: Decent Global Equity Income CEF, But Historical Performance Is Disappointing
• Why Diversification, Duration, And Scarcity Matter Today
• Navigating Market Volatility: Insights For Investors
• 'Hawkish' BOJ Meeting: Our Thoughts On Currency Hedging
• SCHF: Earnings Growth Should Accelerate In 2025
• Fees And Fortunes
• Tradeweb Exchange-Traded Funds Update - July 2024
• Dynamic Landscape For Multi-Asset Income Seekers
• ETHO: Quality Issues Plague This Climate-Friendly ESG ETF
• FGB: Potential Acquisition Taking An Extended Amount Of Time
• LTCN: Coming Back Down To Earth
• VIXY: Not A Portfolio Hedge, Just A Day Trading Tool
• VWO: Potentially Better Macros, And Decent Risk-Reward On Offer
• SCHX: Attractively Valued, Low-Cost Fund Despite Short-Term Downsides
• HIE: Anticipated Termination Nearing
• Picking Up The PICK ETF On The Dip
• EWU: A Quarter Point Rate Cut Doesn't Flash A Buy Signal
• IFN: India Looks Promising, But This May Not Be The Most Ideal CEF
• QQQ: Tech Carnage Is A Gift
• JBBB: Time For A Pause?
• The Nightview Fund Q2 2024 Investor Letter
• The Yen Carry Trade Unwinds: What's Next?
• IBIT: BTC Strategic Reserve Deep Dive
• SVOL Just Passed A Massive Test, We're Big Buyers
• BBHY And The Junk Bond Dilemma
• BIL: Prepare For Distribution Cuts
• BTC Offers Retail Investors A Trading Opportunity
• SGOV: Still A Top Choice For Your Cash Reserves
• HNDL: Tactical ETF With 7% Yield, High Fee And Weak Performance
• SLV: This Pullback Will Be Short-Lived
• Lessons From Equity Investing With A Very Long Lens On Growth
• 2024's ETF Relay: Yield, Protection, Crypto Share The Podium
• NPFD: Preferred Exposure And Big Distribution Increase
• SVXY: Buy Volatility After A -40% Drawdown
• NVG: Muni Fund To Buy Hand Over Fist
• ASHR: Silver Linings To The China Weakness
• CLO Funds Offer Compelling Income Investment Opportunities With Up To 20% Yields
• UVXY And VXX: Time To Be Short Volatility
• FPX: Growth ETF Focused On IPOs
• As Market Volatility Returns, Why It's Important To Stay Calm
• Navigate 'Higher For Longer' With Floating Rate Bond ETFs
• MSTY: Look Beyond The Yield
• With Fed Cuts Coming, Is It Time To Buy Rate-Sensitive Assets?
• NTG: Trading At An Enormous Discount And Benefiting From Positive Trends
• Asia High Yield: Why The Outperformance And Can It Continue?
• BRRR Has The Cold Storage Appeal
• IWY: Growth Not So Crowded Now
• Summer Of Dispersion
• 15% Yield Remains Possible By Mixing QYLD With Futures - Hoping For Milder Stock Price Action
• EDV: A Bumpy Road Ahead
• How And When Do We Cap Indexes?
• THQ: Questionable Distribution Coverage (Rating Downgrade)
• When Fear Takes Over
• CLOs In The Current Market Selloff
• HYDB: Risk-Free Rates Down, But Spreads Up
• FDLO: A Low-Volatility ETF With Favorable Risk-Reward
• Central Banks, Currencies And Hedge Funds Collide
• XLK: If You Are Underweight Tech Stocks, This ETF Is For You
• USRT: Do Not Ignore The Risk Of Recession
• Size, Momentum And Value
• ISPY: Daily Covered-Call Fund Outperforms In Rising Markets
• EQAL: This Russell 1000 Equal Weight By Sector ETF Is Not The Answer
• BGT: Floating Rate Assets Becoming Less Appealing (Rating Downgrade)
• FCTE: An Ambitious Active ETF Debutant Worth Watching
• CEF Insights: MEGI And The Growing Need For Infrastructure
• Asset Class Scoreboard: July 2024
• Why HDV Is An Effective Defense Play For Your Dividend Portfolio
• BOE: Increasing Allocation To Domestic Stocks A Risk
• ARKK: Going Down With The Ship As Market Liquidity Falters
• QQQ: Days Of AI Hype Are Over As Focus Turns To Monetization (Rating Upgrade)
• Benchmarking The August Income Sell-Off
• MBOX: A Quality Dividend Fund
• MOO: The Case For The Agribusiness ETF
• IWR: Current Jobs Data Possibly A Blip, But Big Deltas Are Needed For Inflation
• EDOW: Excessive Fees For This Equal Weight Dow 30 ETF
• Will July 2024 Be A Harbinger Of Small-Cap Strength In U.S. Equities?
• How To Simply Beat The S&P 500 Over The Long Run (But Why We Don't Do It)
• What Investors Need To Know About Stock Market Corrections
• Anticipating Shifts In Fallen Angel Sector Exposure
• The Bull Case For Tanker Stocks
• ZTR: Much Improved Portfolio And May Benefit From AI Boom
• KOMP: A Play On The AI Industrial Revolution
• SVOL: Recent Sell-Off Highlights The Fund's Poor Construction
• Systematic Equity Outlook: Decoding Upside And Downside Risks
• KBE: An Opportunity Amid The Global Selloff (Rating Upgrade)
• XLU: Improving Earnings Growth Outlook, And Lower Rate Environment Will Be Beneficial
• SVIX: Blood On The Streets, Time To Buy
• Market Volatility Builds The Case Why To Own SCHD
• VGLT: More Favorite Bond Holding In A Rate Declining Cycle
• IBIT: Carry Trade Casualty
• HDV: Great Dividend ETF To Offset Market Shift
• DBMF: Escalator Up, Elevator Down
• CARY: MBS Fund From Angel Oak, 6.4% Yield
• FTQI: Unconvincing Buy-Write ETF
• FNDX: Better Than The S&P 500 Now
• 'High-High-Low' Closed-End Fund Report, July 2024
• VNQ: Clarifying The Confusion
• Rate Cuts Don't Dull Allure Of Income
• ETB: The Fund's Tech-Heavy Portfolio Might Be Risky In The Current Environment
• KCCA: A Temporary Dislocation In California's Carbon Market Spells Opportunity
• BIV: 2 Reasons This Intermediate Bond Fund Deserves An Upgrade
• Stay Diversified And Stay Short
• EIPI: Energy With Juiced Covered Call Yields
• HEWJ: Black Monday Declines Mean Selectivity Is Key
• DXJ: It's Blowing Up
• ECF: Discount Remains Appealing And Activist Pressure Growing
• Diversification? Why Bother?
• AGOX: Sell This And Buy Treasuries
• FAN: Explore The Future Of Energy
• GDV: This Dividend-Oriented Equity Fund Has Improved Quite A Bit
• MCHI: China Stocks 10x Earnings, But Sharp Underperformance Persists
• PPA: Well-Diversified Aerospace And Defense ETF Worth Buying
• SPDR Portfolio Long Term Treasury ETF: Time To Load Up (Rating Upgrade)
• MSOS: Opportunity And Frustration Ahead
• Playing Defense With SCHD
• DHS: A Cheap Dividend ETF, Performance Not As Good
• SGOV: Sahm Rule Triggered; Economy Starting To Weaken
• BCAT: May Benefit From Future Interest Rate Cuts
• TLT: This Changes Everything
• CEF Weekly Review: Neuberger Berman Doesn't Want To Be Left Out
• MLPA: A Compelling Yield Play Amid Lower Treasury Rates
• ACIO: Not Ideal For Fixed Income, But Still A Buy
• SCD: Fund With 8.75% Reliable Income For The Long Term, But A Bit Expensive
• FT: Deep Discount Doesn't Always Mean Bargain
• DHS: Dividend ETF Lagging Its Peers
• VYM: Moderate Dividend, Moderate Growth
• For Some, The Russell Recon Is An Occasion For Derivatives
• Interest Rates May Finally Be Moderating. Now What?
• SCHD: Easy Alpha
• LQDW: The Great Illusion Of 2-Digit Yields
• BCX: Reaching For Yield With Energy And Commodities
• ZIVB: 3 Things You Need To Know About This Red Hot 16% Yielding Monthly Dividend ETF
• XMMO: 'Mag 7' Performance Without The Concentrated Tech Exposure
• The Great Rotation
• VTI: Reasonable Valuation And Potential For Widening Yield
• From Soft Landing To Emergency Landing?
• Q3 2024 Style Ratings For ETFs And Mutual Funds
• XBIL: Fight The Potential Fed Rate Cuts With This ETF (Rating Upgrade)
• VSDA: This Dividend Growth ETF Has Issues Worth Discussing
• DBJP: Large Cap ETF Is Export Led, Disadvantaged On Yen Rally
• TLTW: Time To Go Long With Long Treasury ETFs
• What Gen-Z Thinks About Brokerages
• 4 Reasons To Consider The FLCH ETF
• Cybersecurity: A Critical Stock Picking Theme In An Increasingly Digital World
• EFT: Not Worth A Premium, But Not A Bad Fund
• AI's Impact On The Surge Of Nuclear Investments: Everything You Need To Know
• Equity Factor Report - Q2 2024: Momentum Strategies Continue Their Advance
• Deal-Makers Hold Their Nerve As Election Season Takes Off
• PINK: Outperformance And For A Good Cause
• SRV: Increasing Leverage And Premium Valuation Are Both Concerns
• SPUU Is Still In Negative Drift Mode: August Leveraged ETFs Dashboard
• HGLB: Tempting 12.5% Yield, Trading At A Substantial Discount To NAV
• SCHD And VYM: The Best High-Yield ETFs For 2 Kinds Of Investors
• What To Expect From The Next Income Drawdown
• XBIL: Better Than NyQuil At Helping You Sleep At Night
• IVV: S&P 500 Dashboard For August
• CPSJ ETF: Buffered ETFs, Limitations And Cautions
• GRPM: Why This Mid-Cap GARP ETF Deserves An Upgrade
• YMAX: One Of The Best Covered-Call Funds
• FQAL: A Quality ETF Underperforming The Market
• VUG: Backing A Growth Factor Tilt
• DIVO: A Diamond In The Rough On The Equity Value Side
• July AAII Asset Allocation Survey: Equity Allocations Remain At A 2.5-Year High
• Materials' Quiet Rally Persists, But Sketchy Seasonality On Tap With XLB
• AVDV: Successful Active Management At A Low Cost
• FTLS: An Alternative Strategy That's Worked
• URA: Buying The Dip In A Bullish Trend
• XLB ETF: Good Credentials, But Not A Good Buy Now
• Moat Index Holds Contrarian Edge In Today's Market
• BINV: Brandes, The Iconic Value Stock Investor, In ETF Form
• YMAX: Call Option 'Diworsification' With Compounded Management Fees
• Better Dividend Growth Machine For August 2024: DGRO Vs. VYM
• EFIV: A Core S&P 500 ESG Fund
• GDX: Better Off With Gold
• FCT: No Longer An Attractive Entry Point Into This Low Leverage CEF (Rating Downgrade)
• LIT: Continued Bearish Trends, Spotting A Long Play After The Q2 Earnings Season
• IEF: A Compromise Between Yield And Duration
• DSMC: Small/Mid Cap Cash Flow ETF With Strong Quality And Value Features
• FDG: Only For The Risk-Tolerant, Too Mag 7 Heavy For The Long Term
• LIT ETF: Fares Well Against BATT ETF, Maybe A Good Time To Take A Nibble
• PTF: Hard Pass On This Overvalued Tech Fund
• PFN: Making Intelligent Moves With Its Portfolio, But Doesn't Deserve A Premium
• RDVI: Dividend-Growth ETF With 8% Yield
• Mid-Year 2024 Review +10.5% / 9.3%; A Few New Ideas...
• EPS: A Fundamentally Driven Fund That's Underperformed (But That's Okay)
• What Works In Non-U.S. Equities? High Quality
• BNDX As A Solution For Maximizing Performance In Non-U.S. Bond Markets
• UCO: Crude Oil Is Turning Bullish Again
• SDS: Playing With Fire
• Adapt Your Portfolio For Market Distortions And Fiscal Risks
• PHK: Management Making Smart Moves Right Now, But The Valuation Is Really Steep
• VPU: A Good Time To Consider Utilities
• Most Undervalued Asset Classes, Equity Industries, Segments, And Regions - H2 2024
• DYNF: Solid Performance, But Challenges Ahead For This Dynamic Allocation ETF
• ETHA: Interesting, But Not In Love With It
• TQQQ: Any Trend Is Your Friend
• NMAI: 60/40 CEF With Leverage, 13% Distribution
• VIG: 2 Pieces Of Good News For Dividend Growth Investors
• VIG: No Longer Looks Well-Positioned In The Current Investing Environment
• RSSB: A Global Stock And Bond Return Stacked ETF
• DGRO: Outperforms SCHD Due To Larger Tech Exposure
• FLOT: Benign Credit Markets Suggest Investors Should Stay Invested
• IYJ: A Solid ETF To Capitalize On Strengthening Industrials Fundamentals
• SDIV: Sticking With This Real Estate-Heavy Fund
• DEUS: Multifactor Russell 1000 ETF Falls Short, Sell
• IJK: Mid-Cap Growth That's Performed Well
• FRDM: Emerging Markets ETF Excluding China And India
• SCHD: Built For Winners
• FLJP: A Good Japan Fund, But Be Careful Of The Yen
• EOS: Strong Performance And Attractive Monthly Distribution
• Anatomy Of A 3X-Leveraged Position With Tail-Risk Hedges
• Can Equal Weight Solve Our Concentration Crisis? Not So Fast...
• IDEV: A Good International Proxy
• SPYD ETF: Don't Be In A Rush To Buy
• Narratives Vs. Numbers: What's The Real Story In China And India?
• SOXQ: Bright Future Despite Recent Setbacks
• Small Caps Are Positioned To Benefit From Falling Rates
• SDIV: Long-Term Decay In Value And Distributions
• JQC: The Fund's Current Portfolio Positioning Appears Concerning
• GSG: A New Commodity Supercycle May Be Upon Us
• SMLV: A Way To Walk Before You Run To Small-Caps
• QYLD: The Payouts Should Begin To Rise Significantly
• IJJ: Value Factor Should Continue To Outperform
• BITW: Great Concept, But Holdings Structure Could Be Much Better
• XLK: Pivotal Week Will Shape The 2024 Trajectory, Expect Near-Term Volatility
• RDVY: Strong Fund Criteria Contributes To Outperformance
• CQQQ: The Best For Chinese Stocks Has Already Happened (Rating Downgrade)
• Is CLO Outperformance Set To Continue?
• SCHG: Time To Buy The Dip In Big Tech
• SPHB: A Solid Choice For Riding The Recovery Wave
• EPU: A Copper Play When The Time Is Right
• ISCG: Soft Quality, Elevated Volatility, Sluggish Performance
• DCOR: Low-Cost Total Market ETF Substitutes Quality For Value
• RSPN: Good Growth Ahead, But Elevated Valuation
• AVUV: Still The Best Way To Invest In Small Caps, Still A Buy
• CALF: In The Year Of Small-Caps, Cash Flow Is King
• CONY: High Income Play On Bitcoin Speculation
• EWT: Taiwan Sports Value Despite The Risks, Better Chart Today
• EWT: There Are Better Options Than This ETF
• BOTZ: Great Long-Term Prospects, But Too Expensive To Pound The Table
• IMTM: International Momentum Works But Is Spotty
• ESGV: Diversification Is Key For ESG Investors
• NVDL: Buy The Real AI Driver And Create DIY Option Income
• Fixed Income, Politics, And One Investor's Point Of View
• SPMO:  Momentum Style Is Losing Momentum As Rotation Grows
• FPF: This High-Yielding CEF Is Taking Steps To Protect Itself Against Banking Problems
• ACV: Looking At Recent Portfolio Changes And Valuation Improvement (Upgrade)
• HELO: Promising ETF With Superior Risk-Adjusted Return
• CSQ: Top Performing Fund But Beware High Equity Allocation
• XDEVF: Invest In This ETF, But Not This Listing
• CEF Weekly Review: When To Worry About NAV Declines
• EOS: No Longer An Attractive Entry Point (Rating Downgrade)
• DIVI: Lower Interest Rates And Weakening Dollar Could Fuel International Equities
• VRE:CA: Time Is Ripe For An Investment In Canadian Real Estate
• VTHR: A Better Definition Of The Market
• Which ETF Is Better: HDV Or VYM?
• SCHA: Growth Outlook Looking Very Good Through 2026
• DYNF: A Versatile ETF For An Uncertain Market
• AOD: A Decent 8%-Yielding Pick As Long As You Have International Exposure
• DGRS: A Dividend-Focused ETF Delivering Value
• IYE: U.S. Elections Results Don't Matter, The Energy Sector's Outlook Remains Strong
• BCI: Commodities ETF Has Long-Term Potential, Short-Term Headwinds
• MXI: Looks Good On Paper, But Prospects Are Immaterial
• SLV: Downside Risk Elevated As Market Liquidity Falters (Rating Downgrade)
• INCO: India's Kings Of (Return On) Capital
• DGS: Attractive Valuation And Potential Outperformance
• iShares Biotechnology ETF: Significant Upside Potential As Sector Gains Momentum
• EWJ: Good Growth Outlook And Attractive Valuation
• HYEM: Emerging Market High-Yield ETF, Above-Average 6.0% Dividend Yield, Strong Momentum
• SLX: Thou Shalt Not Steel - For The Moment, At Least
• QQQX: Exchanging Current Income For Future Growth
• Great News For Income Investors
• PCF's Rights Offer, Tender Offer, Or Both? What's Going On Here?
• URNM: Your Ticket For The Next Phase In The Uranium Bull Cycle
• JFR: Floating Rate Exposure Can Still Have A Place In A Portfolio
• IEMG: The Case For Emerging Markets
• BKLN And Senior Loans: A Hold Due To Imminent Rate Cuts And Expenses
• IWF Is Plunging, Sell And Rotate To Value
• SHM: Time To Sell This Short-Term Muni ETF
• 5 Best CEFs This Month For Nearly 9% Yield (July 2024)
• FLKR: A Good Fund For South Korean Exposure
• RSSB: A Leveraged Play On The 60/40 Portfolio
• EWY Set To Gain From Current Semiconductor Upcycle Led By SK Hynix, Samsung
• NDP: Potential Shake-Up On The Horizon
• ARKQ: Tesla's Wild Ride Stalls, The Growth Style Takes A Back Seat
• UTG: Data Center AI Demand To Boost Utility Companies, Big Steady 8.2% Yield
• The Case For IOPP
• KNG: Dividend Aristocrat Covered Call ETF
• FTXL: Optimistic Growth Outlook But Valuation Very Expensive
• U.S. Election: Policy And Positioning
• GBTC: Ready To Impress, Why? It's Just A Cyclical Matter
• VIOG: A Great Way To Play The Cycle Shift Into Small-Caps
• JPIE: Low-Volatility Debt ETF Beating Benchmarks But Lagging Peers
• Fallen Angels Index Shift Looms As Potential Entrants Emerge
• Inflection Points: And Just Like That... Rising Election Risk
• CSMD: Too Expensive On Several Fronts, But This SMID Growth ETF Is One To Watch
• NRO: This Real Estate Fund Might Have Some Tailwinds In The Near Future
• PLDR: Sustainability But Very Concentrated
• PBDC: A Compelling Diversified BDC ETF Paying 9.3%
• PCEF: Hefty Expenses And Value Erosion
• FRA: Latest GDP Report Casts Doubt On Rate Cut Narrative
• MAGX: Leveraging Magnificent 7 Returns While They Last
• 7%-Yielding Dividend Portfolio From SPYI And 3 Other Funds
• IFRA: U.S. Infrastructure Is A Solid Bet, Just Not This ETF
• FXN: Energy Investing With A Quantitative Twist
• A Look At The Performance Behind Our Suite Of Dynamically Hedged ETFs
• Taiwan Fund: Macro Improvements Outweigh Political Volatility
• The U.S. Small Cap Rally Has Been Fast And Furious. But Is It Here To Stay?
• SYLD: A Winner Amid Sector Rotation
• HNW: Changing Managers, Still A Solid Hold
• JAAA: A Defensive Play To Consider Amid Rising Market Volatility
• EWJV ETF: Better To Wait For A Pullback
• JCPB: A Promising Active Bond Fund
• USVM: Beats Peers, Delivers On Value And Momentum, But Concerns Remain
• DBA: The Commodities That Feed And Increasingly Power The World
• SMH: Is It A Buy After The Recent Semi/Gen-AI Correction
• PIN: A Defensive Play On India's Post-Budget Blues
• PIN: Not A Bad Product But Not Ideal To Buy Now
• Tema American Reshoring ETF: Benefiting From The Return Of U.S. Manufacturing
• PFF: Assessing The Outlook Versus Floating Rate VRP
• PBDC: A Unique Income Play
• RSPG: 2025 Is Expected To Be A Good Year
• Country Risk: My 2024 Data Update
• SPYI: Not The Right Time To Buy, ISPY Is A Better Income Alternative
• Looking Back At Equity Factors In Q2 2024 With WisdomTree
• HRTS: Generating Alpha In Obesity Treatment
• VONG: It's Time To Sell And Reallocate Investments
• The Nikkei Has Room To Run
• Election 2024: Economics, Policy And Positioning For A Soft Landing
• 2024 U.S. Election: The Importance Of Staying Invested
• VGT: Sector-Specific Concentration And Long-Term Exposure
• PYLD: Diversified Multi-Asset Class Bond ETF, Above-Average 5.5% Yield, Strong Outperformance
• CGGR: An ETF With A Measured Approach To Growth
• QDTE: A New Fund That Writes Daily Options And Pays Weekly
• KCE: A Capital Markets Boom Possible In 2025, IPOs Tick Up
• DSU: Rate Cuts Projected, But This CEF Can Still Deliver An Attractive Yield
• Sector Ratings For ETFs And Mutual Funds: Q3 2024
• BIT: Premium Normalization For This CEF, 10% Distribution (Rating Upgrade)
• IHE: Significant Growth Ahead, But Valuation Not Cheap (Rating Downgrade)
• DEM: The Dividend Tilt Works But The Same Risks Apply
• LVHI: Unconvincing Currency-Hedged ETF
• RQI: Risks Are Still Too High Even With A More Favorable Interest Rate Curve
• SPGM: Easy Global Diversification
• SOXX: Earnings Season Risk
• MLPX: The Energy Handwriting Is On The Wall, Buy Infrastructure
• PBDC: There Are Both Pros And Cons To A BDC ETF
• Money In Motion: Playing The Trade With More Clarity: Rate Cuts
• MAGQ: A Loss-Offset Play For When The Magnificent 7 Magic Fades
• An Efficient Way To Access India's Growth Story
• S&P DJI's Global Islamic Equity Benchmarks Rose 13% In H1 2024, Outperforming Conventional Benchmarks
• European Banks Are Stronger Than Ever
• Why You Need To Replace That S&P 500 Equity Fund
• BITO: Expect Continued Volatility As Miners Consolidate
• BUZZ Investing: Fed Signals Potential Rate Cuts Amid Cooling Inflation
• SPY: Good, But Not The Best
• SPDW: 2025 Is Going To Be A Better Year
• Shifting Narratives: What The Highs And Lows Mean For Expectations
• XTN: Equal-Weighted Transports Exposure That's Gaining Steam
• Winter (Rate Cuts) Is Coming
• ARKX: The Better ARK ETF
• BSTZ: Grab Discounted Growth Income On BigTech Pullback
• SPYG: My Favorite Large Cap Growth Fund Focused On Magnificent 7
• Buffer ETFs: A Powerful Tool For Managing Risk
• Asset Class Scoreboard: June 2024
• 2024 Superconvergence Biorevolution Series: Premonitions Of AlphaFold 3
• BITO: Bitcoin's Role In The 2024 Election
• Dispersion At All-Time High Relative To Volatility As Earnings Season Arrives
• VGT: A Higher-Risk Fund That Looks Overvalued Right Now
• VTEI: A Great Option For Conservative Investors
• FCOM: Solid Long-Term Growth Outlook, But Volatility Can Be High
• DSTL: Solid Returns For This ETF That Couples Quality And Value
• CZA: Zacks Core Mid-Cap ETF Not What I Expected
• MTBA: MBS ETF, Above-Average 6.0% Yield
• EDEN: Ultimately A Bet On Novo Nordisk
• BST: Tech With An Attractive Monthly Distribution
• JEPI: Flaws In Premium Income ETF
• JEPI: Competition Is Everywhere
• BGX: A Good Way To Earn A 10% Yield Regardless Of When The Fed Cuts
• BBUS: Cheap Core U.S. Exposure
• PRFZ: It Turns Out Fundamentals Do Matter
• GSY: Could Be The Answer To Lower Fed Funds (Rating Upgrade)
• SPFF: The Top 50 For The Yield Hungry Investor (Who Likes Financials)
• DSTL: A Great Fund Focused On The Right Thing
• SPY: Q2 Earnings And Rate Cut Probability Improved Its Return Outlook
• AIRR: Industrial ETF Beating Competitors
• FXY: Yen Exposure In A Time Of Change
• KBWB Has A 'Magnificent 6' Leading The Charge
• Which Spot Ethereum ETF To Buy? Or Buy Ether Directly?
• Fidelity Ethereum Fund: My Personal Pick From The ETH ETFs
• India's Growth Story: Opportunities Unlocked And Myths Debunked
• GNR: A Strong Way To Access Materials
• TSLL: Buy For Aggressive Quadruple Income Play With TSLA Exposures
• SPY: Prematurely Priced For A 'Soft' Landing
• SMH: Let Your AI Winners Run Further
• FUTY: Utilities Dashboard For July
• KRE: The FED Cannot Save The Banks
• UUP: Why It's Better To Reduce Dollar Exposure For Now
• How To Build A Portfolio With 4 ETFs: Part IV
• PFL: No Rush To Own This PIMCO CEF
• Grayscale Ethereum Mini Trust: Buy The Big News
• DLN: An Income Fund Worth Monitoring
• Market Rotation Update
• Of Tariffs Tango And Manufacturing Moves
• MTUM: There Are Better MOMO Strategies Than This Momentum ETF
• BBH: Buy Rating, As Tech Investors Look Beyond FAANG
• Miller Value Partners Appreciation Fund Q2 2024 Update
• Frequent Flyers
• QDPL: Still Performing As Expected
• Best-Performing Bond ETFs For 2024
• JGRO: Active, And A Pass
• SMH: Time To Lock In Your Profit
• VDC: Diminishing Long-Term Earnings Prospect, And Valuation Expensive
• GAB: Moving This Equity CEF To Hold After The Run-Up (Rating Downgrade)
• BUG: A Measured Stance On Cybersecurity Following CrowdStrike Chaos
• Very Good News For Energy Dividend Stocks: XLE
• Buy LABU: Biotech Sector Benefits From Lower Interest Rates And AI
• QMOM: A Pure Play On The Momentum Factor
• Asset Bubbles Beware
• Avoid 'Investing' In The Volatility Shares' 2x Ether ETF
• DPG: A Backdoor Way To Play AI
• QQQJ: Hype Won't Save These Nasdaq Next Gen Stocks
• PCN: This Is A Good Bond CEF, But Do Not Ignore The Risks
• PRN: Industrials Dashboard For July
• SMLF: Captures The Trump Trade
• IXUS: A Cheap Way To Add International Exposure
• VAW: Materials Dashboard For July
• VFH: Top Holdings Remain Resilient, But Consumer Risks Are Rising
• XOP: Cheap And A Strong Weighting Approach
• JEPI Is Still One Of My Favorite Income Producing ETFs Yielding 7.27%
• The Rebirth Of American Manufacturing: Growth And Innovation
• IAT: Charge-Offs Up, Office Real Estate Continuous Concern
• PFFA: Good Preferred Shares ETF, Not A Good Time To Buy
• XOP Should Benefit In A New Rate Decline Cycle
• 5 Ways We Generated Option 'Income' With Opportunities Going Forward
• CHIQ: Stable Valuations With A Balanced Macro Outlook
• LRGF: A Promising Multifactor Strategy Worth Shortlisting
• EFA: Cheaper Valuations And A Weaker Dollar May Help
• SHV: 2 Ways To Beat The Cash Parking 5.1% Yield
• QUAL: Underweighting Quality
• PDI: PIMCO Vs. BlackRock, 10 Big-Yield CEFs Compared
• UTF And UTG: Solid Long-Term Infrastructure CEFs
• SPTM: Better Growth Outlook Than The S&P 500 Through 2026
• JEPI: Invest For The Monthly Paycheck And Ignore The Noise
• UTG: Utility Fund With 8% Plus Income For The Long Term
• IGV: Software Stocks Appear Unattractive, Consider Alternatives
• QVAL: A Cheap ETF In The Smaller Capitalization Category
• DFUS: A Core Outperformer (Slightly)
• NMZ: Income Bump And Discount To NAV Continue To Support Share Price
• BIGZ: Hasn't Lived Up To Its Potential So Far
• SPMD: The Sweet Spot In The Middle
• BME: An Attractive Discount On This Healthcare CEF
• What I Wish I Knew Before I Started Investing
• FBTC: The Pick And Shovel ETF For Bitcoin Exposure
• SVOL: This 16% Yielding Monthly Dividend ETF Is Perfect For One Type Of Investor
• XAR: Sticking With Equal-Weight Aerospace And Defense
• A Good Time To Consider MTBA
• Balchunas On 'Boomer Candy', 'Hot Sauce,' And Other ETFs In 2024
• CEF Weekly Review: Ackman Tees Up Massive CEF
• IGV: Attractive Valuation And Good Growth Visibility
• I Will Miss You, Harry
• VYM: Ready To Break Out (Technical Analysis)
• EICB: Still An Appealing Choice, Reiterate Buy
• FDMO: Low-Cost Momentum ETF With Mixed Returns
• Thematic Mid-Year Update: What's Next For AI And Geopolitics
• CATH: Dubious Faith-Based ETF With High Fees, Sell
• Where Sharia Meets ESG
• VRP: Assessing My Floating Rate Preferred ETF As Interest Rates Set To Decrease
• PWV: Right Time, Right Place, Right Sector Mix
• AOK: A One-Stop Fund For Conservative Investors
• FVD: An Excellent Sector Mix
• RSPS: Consumer Staples Dashboard For July
• ACWX: A Solid International Proxy Without U.S. Exposure
• RQI: Go Long In REIT Portfolio For Big Sector Recovery And Increasing Momentum
• HRTS: Exposure To GLP-1 Drug Developers Means Plenty Of Upside
• IGA: Time To Trim This Covered Call Fund
• ARDC: Solid Income Fund But Trades At A Historical Premium
• Travel ETFs: Riding The Wave Of Consumer Demand
• PB Fintech's CEO On India's Growing Tech Landscape
• Rotation Robustness - What The Short Data Shows
• Is It Worth Picking Individual Large Cap Value Stocks? My H1 Performance Says No
• CHAT: Deja Vu As Selling Intensifies
• HIGH: Recent Developments
• PPTY: Location, Location, Location
• GHY: At A Historic Premium, Time To Divest (Rating Downgrade)
• SKYY: Back Down To Earth We Come, Unlikely To Buck Tech Weakness
• CAML: New Large-Cap Growth ETF Lags Out The Gate, But Can It Recover?
• SLYG: Small-Cap Growth That's Cheap
• LTPZ: The Time Is Now (Maybe)
• $100 Oil? XLE Is The One-Stop Shop For The Energy Bull Market
• RMT: Stay Invested But Mind The Exit
• FIDU ETF: Lags Its Larger Peer, And Conditions Are Not Too Alluring
• VWOB: A Great Emerging Market Bond Fund
• PPH: A Strong Fund To Play Big Pharma
• Asset Allocation Committee Outlook Q3 2024: Policy And Politics
• UVXY: The VIX Is Too Low
• TYG: Distribution Boost Could Be Ahead
• WCBR: A Megatrend That Won't Go Away
• QQQ: You Need To Look At This Chart
• IYH: Strong Performance Expected In The Next Few Years
• Key Considerations For Those Contemplating A Position In ARGT ETF
• How Active ETFs Are Unlocking Innovation And Opportunity For Investors
• Lessons Learned: A Bay Street Veteran Shares Wisdom From 40 Years Of Investing
• Fresh Thinking On Active Investing In U.S. Large-Cap Stocks
• Developed Markets Face Greater Political Risks Than Emerging Markets
• IHD: 12% Yield Is Fully Covered, Valuation Is Attractive, But Chinese Exposure Is A Risk
• VFMO: A Diversified Momentum ETF At Modest Valuation
• Japan Remains A Key Theme For Global Investors
• GDLC And Its Elusive NAV Discount: What Investors Need To Know
• The Ethics Of Artificial Intelligence
• QDF: Better Options Out There
• Beyond Nvidia: Semiconductor Companies Making Waves Without The Hype
• SOXS: Pullback Or Bubble? Doesn't Matter, Continue To Avoid This Amortizing Trap
• 6 Essential Strategies For Successful Dividend Investing
• SOXX: Inefficient Fund With Tracking Error
• ULTY: 2 Ways To Utilize The Massive Distribution
• UTF: A Generational Shift In Energy Demand Will Benefit Utilities
• ARGT: A Call Option On Argentina's Reform Story
• BIZD: Diversified BDC ETF With A Solid 11% Yield
• HYBL: Diversified High-Yield And Senior Loan ETF, Strong 8.2% Yield, Average Performance
• MDY: Growth Will Outperform The S&P 500 Index
• BUSA: New Actively Managed Large-Cap Value ETF Not Worth The Cost
• HQH: Discount Remains Attractive With A Now Higher Distribution Rate
• RPV: Pure Value But Performs Like Other Non-Pure Value
• Why TSLY Is Not The Best Choice
• MCN: Play The Mid-Cap Revival Via CEFs, 10% Distribution
• DMA: Liquidity Could Be A Problem For This Value-Priced Unique CEF
• IYC: A Good Proxy For Consumer Spending
• Understanding The Dividend Investing Model And A Gold Standard Dividend ETF
• INDY: A Great Way To Play A Hot India
• Undercovered Dozen ETF Edition: China, Bitcoin, Cybersecurity, Motley Fool +
• FHLC: Healthcare Dashboard For July
• AMLP: Own The Basket Of Midstream Operators And Yield 7.25%
• Tradeweb Exchange-Traded Funds Update - June 2024
• Evolving Geopolitics Create Opportunities
• VCR: Consumer Discretionary Sector Dashboard For July
• NPCT: Fade The Rally In This Multi Asset Fixed Income CEF
• HQH: Double-Digit Discount And Dividend Ready For Biotech Rally
• BME: Future Interest Rate Cuts May Be A Catalyst
• XSD: Its Modified Equal-Weight Strategy Has Become A Competitive Advantage
• SCHG: A Fund Facing Headwinds, Should Continue To Underperform Broader Nasdaq Index
• Checking In On HIGH, An Options Spreads Fund
• FFLG: A New Strategy, Robust Results For Now, Yet No Significant Edge Over Peers
• SMIN: Poor Electoral Showing For Modi's BJP Actually Improved The Case For India
• IUS: A Value ETF Based On A Business Size-Allocation Criteria
• LQD: A Great Way To Access Investment Grade Bonds
• BST: A Strong Cocktail Of Small Caps, AI, And Dividends
• SVIX: Take Profits Ahead Of Rising Political Risks
• EWS: The Only Choice
• What's In A Name? Understanding Tax-Managed Funds And Strategies
• PDO: 11.6% Yield, Low Premium, Re-Pricing Catalyst (Rating Upgrade)
• Technology Dashboard For July And Focus On XNTK
• FENY: Limited Downside Risk And Strong Earnings Growth Potential For 2025
• VFLO ETF: Better Than COWZ, Maybe Worth A Look Now
• HTD: Utility And Fixed-Income Exposure At A Discount
• REM: A Likely Beneficiary From The Fed Pivot
• The AI Revolution Continues
• The Macro And The Micro Of Market Structure
• BST: Covered-Call Tech Has Performed Well, Eyeing Risks
• OUSM: Quality Small-Caps Make Sense Now
• BRZU: Signs Begin To Improve
• Taiwan And India Thrive In Q2
• Can Equal Weight Solve Our Concentration Crisis? Not So Fast...
• Capturing Fund Flows
• MDCP: High-Conviction Mid-Cap ETF, Still Unconvincing
• PHT: Shrinking NAV And Poor Performance Make This A Sell
• SCHD Vs. VIG: Which One Is Better?
• HCMT: Coming A Full Circle On Diversification Vs. Sectoral Exposure
• Why We Keep Leaning Into Risk
• ADX: Big 8% Yield, Big Discount To NAV (Tender Offer)
• GPIX: Goldman Covered Call Fund Beating JEPI This Year
• The S&P/ASX Index For 'Larger,' More Liquid Small Caps
• IAI: Goldman Sachs Powers ETF To New 52-Week-High; How About The Other Holdings?
• COPX: High Risk, Poor Reward
• FDVV: A Dividend Fund That Doesn't Ditch Your Favorite Tech Stocks
• RMM: A Hybrid Approach To Muni Bonds With A Trading Strategy
• Contrarian Alert: Is It Time To Look At Software Companies?
• QQQM: Downside Risk Is Limited
• GLD: 3 Things Less Talked About
• ULTY: Small-Mid Cap Opportunistic Buy And Wise Reinvest
• BRNY: An Expensive But Sensible U.S. Factor Rotation ETF
• PKW: Seemingly Robust Buyback-Focused Strategy, But Soft Performance
• FFA: Looking Outside Of The Beaten Path For Hidden Gems
• IYM: Basic Materials ETF Is Competitive, But Not Superior
• IJS: The Time May Be Now
• KIO: Junk Exposure Trading At Decade High Premium To NAV
• PWB: A Different Type Of Large-Cap Growth
• DTH: Strong Yield And International Exposure
• AIA: Good Fund But Heavy Concentration For Asia Exposure
• HYHG: The Time Has Passed For Interest Rate Hedging High-Yield Bonds
• EMO: An Alternative Way To Play This Fund With Capital Gains Potential
• EIS: A Strong Israel Fund
• ARK Invest's Cathie Wood On The Sectors That May Benefit From The AI 'Transformation'
• BXSY: A Unique CEF, But A Poor Performance History
• AMLP: A Great Mid-Stream Play
• Uranium Update: Opportunities On The Right Side Of The Risk Curve
• PHO: Liquidity At A Long-Term Discount
• CONY Offers An Alternative Income Strategy For Investments In COIN
• Hawkish Remarks On Monday Would Play In Favor Of TMV
• HCMT: This Leveraged Rotational ETF Turns 1, Gets Hold Rating
• IGM: Expensive Valuation, But Some Subsectors Are Still Inexpensive
• DFAU: When Diversification Becomes A Problem, Not A Solution
• CHIQ: Could Be A Big Winner For China Investors
• EWZ: Why It Could Be A Good Time To Invest In Brazil
• CHI: This Convertible Fund Is Greatly Improved, But It Is Still Far Too Expensive
• NVDY: A High Risk Fund That Doesn't Offer Investors Balance
• SPHQ Is Still The Quality King
• Charting Macro Trends, Taking Gains In VTI Appears Prudent (Rating Downgrade)
• NVDY: Earn High-Yield Income From An ETF Focused On Nvidia
• SPMO: Hope You Love Tech
• NAIL May Come In Handy In The Trader's Toolbox
• XLV: A Strong Way To Benefit From An Aging And Unhealthy Population
• JGLO Beats Its Benchmark And Other Global Equity ETFs
• SCD: Still A Good Fund, But The Buy Case Is Weakening (Rating Downgrade)
• PPA: Boeing's Cash Problem And Lockheed's F-35 Delays (Rating Downgrade)
• CEF Weekly Review: Saba/BlackRock Feud Escalates
• BUI: Quality Utility And Infrastructure Fund With 6.5% Income
• UTWO: Best Suited For Conservative Investors
• Korea Fund: Worth A Look As Discount Narrowing Path Emerges
• BGIG: Should You Buy Bahl & Gaynor's Active Income Growth ETF?
• ARKW: Tesla's Wild Ride A Tailwind, Eyeing Higher Prices In 2H
• PKB: Construction Will Get Its Chance Again
• VXF: A Cheap Way To Add Small Cap Exposure
• SPY: Data Indicates That There Is Little Potential For Appreciation
• JEPQ: This 9% Yielding Monthly Dividend ETF Is Perfect For 2 Kinds Of Investors
• RYLD: 2 Alternatives To 12.3% Yielding Covered Call Fund
• DGRW: Complements A Balanced Dividend Portfolio
• The Growth Of Tech And 25 Years Of Nasdaq Futures
• The Investment Case For South Africa: EZA Is The Ultimate 'Buy Low' Opportunity
• PDI: Get In Before The Fed Pivots And Lock In A 14% Yield
• ASG Vs. USA: Equity Funds Paying Higher Distributions Through Managed Plans
• EWG: Poised To Benefit From A Lower Interest Rate Environment
• IEUR ETF: Not The Most Opportune Time To Pursue This Average Product
• AVLV: An Active Value Approach That Works
• VOO: Brighter Outlook Thanks To The 2024 June CPI Data
• JIRE: A Reasonable International Bet In An Unsure Domestic Economy
• Why CSHI Outshines BOXX And Traditional Cash Investments
• IXN: A Global Fund Concentrated In U.S. Tech
• FENI: A Well-Rounded Developed Markets ETF
• VXUS: There Are Good Reasons Why It Continues To Underperform The S&P 500
• YMAG: 33% Yield On Magnificent Seven Stocks
• The 'Broken Clock' Fallacy And The Art Of Contrarianism
• ALTL: 42% Win Rate Signals It's Time To Exit
• U.S. Weekly Fund Flows Insight Report: General U.S. Treasury ETFs Take In $1.4 Billion, Eleventh Consecutive Weekly Inflow
• KRE: Why The Regional Banking Sector Is Likely To Collapse (Again)
• FDVV: Different Is Not Always Better
• Summer 2024 Portfolio Update
• ACES: Renewable Energy Sector Projected To Grow
• NETZ: A Promising High Conviction Fund
• NXP: An Attractive Non-Leveraged Tax-Free Muni CEF
• Powell Testimony Is Very Good News For SCHD
• IGBH: Rate-Hedged Investment-Grade Bond ETF, Strong 7.5% Yield
• TUA: Positive Yielding Hedge Against Economic Downturn
• FSD: Will Get Delisted, Time To Divest
• VT: Essentially An Underperforming S&P500
• SSO: Only If The Future Looks Like The Past
• ITA: NATO's Boost In Military Spending Benefits USA's Arms Exports
• UTG: Fed Just Provided More Fuel To Its Rally
• IAK: Despite Mediocre Recent Performance, Fundamental Strengths Remain
• UGA: The Case For Gasoline Prices Over The Coming Months
• RDIV: 4.31% Expected Dividend Yielding ETF With Questionable Quality Features
• Very Good News For Utilities: XLU
• DGRW: I Struggle To Find A Use Case For This ETF
• IDV: Nice Yield And Great International Diversification
• Why Decoding Market Psychology Is Key To Investing Success
• STLG: Growth At A Reasonable Price?
• VTV: A Large-Cap ETF For Investors Looking For Value
• JEPQ Vs. GPIQ: A Fight Of NASDAQ 100 Income ETFs
• MYI: Buy The Discount For Rate-Cut Rally
• Sentiment Can Change... Fast
• 2024 Superconvergence Biorevolution Series: Journey To The mRNA Vaccine And Beyond
• Is AI A New Engine For Emerging Market Equity Investors?
• VB: Small-Caps Hold The Key
• AGG: A Better Risk-Reward Today (Rating Upgrade)
• CNYA's Widening Gap To SPY Continues, But We Hold Our Stance Unchanged
• DUSA: Unconvincing ETF With A High Fee
• USD: A Watered-Down Version Of NVDL
• DUSA: High Cost, High Conviction Research Practices Lead To Mixed Results
• Eagle Point Credit: Waiting On A Correction
• BOTZ: Outperforming Its Peers
• AWP: Two Alternatives To The 12.7% Yield Trap
• QYLD: Buying A Ferrari Only To Set Its Speed Limit At 100 Mph
• PIMCO's PDX Is Simply The Best And Should Get Even Better
• Advancing AI Requires Major Data Center And Digital Infrastructure Upgrades
• NFJ: Discount Remains Deep But Not The Most Enticing
• BITU May Be Too Risky At 2x Leverage
• Moat Stocks Steady Amid Tech's Market Surge
• BINC: Early Promise So Far
• Revisiting Hong Kong: Optimism Still Improving Even As Rally Gets Tested
• RVT: This Actively Managed Small-Cap CEF Should Continue Outperforming (Rating Upgrade)
• QQQI Or JEPQ, Which Income Fund Is Better?
• BOIL: Wait To Play Winter Cooling Demand
• VIGI: Weak Relative Returns, Eyeing Better Second-Half Trends
• NUSI: Notable Downsides Compared To Peer Risk-Managed Income Funds
• NUSI: Notable Downsides Compared To Peer Risk-Managed Income Funds
• EWW: Reduce On Political Risk
• BITO: Bitcoin Bear Market Begins As Excess Liquidity Dries Up
• INDA: Keep Calm And Stay Long India
• PUTW: Great For A Bull Run
• QQQM: Warning Sign As Nasdaq 100 Can't Keep Up With Itself
• SLVP: An Opportunity As Silver's Price Consolidates
• EWQ: Not Prudent To Bet On French Equities Post Election Results
• IWMY: Extracting High Dividends From The Russell 2000, Works Only In One Scenario
• S&P Momentum Indices Leading The Pack
• ITOT: Why Market-Cap Weighting Isn't Optimal For Total Market ETFs
• Private Equity - Why Am I So Lucky?
• JFR: The 11% Yield Is Not Enough To Give A Buy
• EXG: Global Call Writing Fund For Monthly Distributions
• SQQQ: Can Offer Better Than -3x Returns
• SIL: Silver Miners Pausing After A Strong First Half, Bearish Seasonal Trends
• NUSI: Cashing QQQ For Smart Growth Income Rotation
• Calamos Investment Team Outlooks, July 2024
• QQQ: Beware The Concentration Bubble
• Eagle Point Income: Where This High-Yield CLO Fund Fits In The Risk Stack
• SCHD: Key Data Suggests No Interest Rates Cut Soon
• OUSA: Cash-Rich, Top-Quality Holdings Overshadowed By Underperformance, Too Small Yield
• Very Bad News For High-Yield Bonds: HYG
• GRPM: A Mid-Cap ETF To Keep On The Watch List
• XYLD: A Bad Idea As The S&P 500 Continues To Climb
• Profits And Persistence: The Secret To Investing For Long-Term Growth
• Eagle Point Credit: Potential Interest Rate Cuts Can Provide Relief
• IBIT: A Bitcoin Alternative, But It Doesn't Change The Narrative
• VONE: Netter Than The S&P 500
• IWO: Less Tech Compared To Large Growth
• FXB: Elections Have Consequences
• IIF: Among The Fastest Horses In The Indian Race
• SCHD: Cult Status Aside, It's A Reasonable Hold
• Middle Coast Investing Q2 2024 Investor Letter: Practicing Flexible Discipline
• VOE: Good If Negative On Tech
• Bitwise Bitcoin ETF: Increasing Dominance Bit By Bit
• GMO Q2 2024 Quarterly Letter
• GPIQ: So Far So Good In This New Fund
• JETS: As 'Revenge Travel' Fades, This ETF's Prospects Do Too
• HYG: A Benchmark In Junk Bonds, But Not The Best ETF In This Field
• DIVZ: 2.87% Yield And Improved Fundamentals For This Actively Managed Dividend ETF
• AMDY: Time To Buy With Upturned Underlying And Elevated Volatility
• YMAG: Collecting A Big Yield In The Magnificent Seven, Spotting The Risks
• TLTW: A Buy Until Recession Imminent
• SCYB: Strategic Exposure To A Risky Sector
• JETS: Despite Booming Demand, Airlines Still Struggle With Profitability
• SOXQ: Strong Growth Outlook But Very Expensive Valuation
• FDV: Avoid This 3.63% Yielding Active Dividend Growth ETF
• DFP: An Opportunity To Buy Preferred Shares At A Discount
• UTF: 8% Yield Should Not Be Ignored By Dividend Investors
• AI-Powered Passive Income Snowball: FEPI And 2 Other Big Yields
• AIEQ: Mobilizing AI Resources For Disappointing Results
• RFI: 8% Yield, Monthly Paying High-Income Opportunity In The Real Estate Sector
• BME: Quality Healthcare Fund With 6% Income And An Attractive Discount
• PDI: 13.9% Yield, Attractive Income, Rate Catalyst (Upgrade)
• My First Look: Return Stacked U.S. Stocks & Futures Yield ETF
• FCG: Moving To Neutral On This Energy ETF
• VCLT: Not Suitable For Short-Term Investing Now But Still Okay For Long-Term Investors
• QQQI: Opportunistic Way To Access Double Digit Yield Without Losing Upside Potential
• USMV: A Sophisticated, But Not Better Low-Vol ETF
• RFI: A Great Real Estate CEF, But Low Yield Compared To Peers And Very Expensive
• EEM: Likely Modestly Undervalued With Diversification Benefits
• FDD: Alluring 6.5% Yield But Dismal Performance From This U.K.-Heavy ETF
• DTD: Heavier Weight On Mega-Cap IT Presents Multiple Risks
• SCHR: Possible Upside Potential As Inflation Is Likely Already Under Control
• How India's Digital Economy Compares To China
• Understanding Cloud Computing Investment Opportunities
• FM: Frontier Markets ETF, A Risk-On Tool
• SPYG: S&P 500 Growth Stocks Are Pricey, But Still Worth It
• CEF Weekly Review: Western Asset Is Doing A Nuveen
• OMFL: A Low Valuation Multifactor ETF
• SCHD: This Is Why I Have Turned Bullish Here As A High-Yield Investor
• SCHY ETF: Appreciate The Screening Intent, But The Jury Is Still Out
• WTAI: Limited By AI Revenues
• Finding Bitcoin Support, Eyeing BITB Amid Poor Seasonal Trends
• PDBC: Commodities In Q2 2024 And Looking Forward To The Rest Of This Year
• SCHY: A Performance Drag Compared To VYMI (Rating Downgrade)
• NFTY: The Large-Cap Play On India's Post-Election Phase
• Nearshoring Dynamics: Latin America's Strategic Economic Shift
• QQQY: Look Beyond The Ultra High Yields
• Profiting From Market Irrationality
• A Red Flag, S&P 500 Annual Returns, Top 10 Holdings
• An Important Warning For SCHD Investors
• SPGP: The GARP Claims Check Out, But A Big Energy Bet
• EWN: A Few Reasons Not To Get Carried Away
• IVE: History Points Towards An Opportunity In S&P 500 Value
• SPLG: More Room For Extension Of Bull Run
• Assessing Leveraged PFFA Vs. Other Preferred Share Funds I Own
• SCHD: Don't Overthink The Buying Opportunity
• 2024 Russell Reconstitution Commentary
• VanEck Bitcoin Trust ETF May Not Be The Optimal Bitcoin Fund To 'HODL'
• U.S. Tech Stocks: Heavyweights That Move Global Markets
• ETY: Incredibly Strong Performance For H1 2024, But Portfolio Diversification Is Lacking
• TMFC: A Few Advantages Over QQQ Come With Burdensome Expenses
• PFIX: Trump Policies Potentially Inflationary
• XES: A Tactical Hold With Bullish Potential In The Oil And Gas Services Sector
• FDRR: This Dividend Growth Strategy ETF Fails To Impress
• SPXS: The Timing Might Be Right Again
• XLF: Stress Tests Passed, But That's Not The Only Test
• MAGS: MAG 7 With A Dividend
• Billionaires Are Buying REITs Hand-Over-Fist: RQI Vs. VNQ
• BRW: Severe Losses Might Be Due To Cat Bonds And Failure To Cover Distributions
• BIZD: A Great Way To Add Exposure To High Yielding BDCs
• FYLD: Among The Best Factor-Based International ETFs
• PTNQ: The Trend Following Nasdaq
• Equity Outlook: Making Way For The Magnificent Others
• U.S. Weekly Fund Flows Insight Report: Equity ETFs Attract $20.9 Billion, Largest Weekly Intake Of 2024
• SCHD: The Ultimate 'Sleep Well At Night' ETF
• Alpinum Investment Management AG Q3 2024 Investment Letter
• Intelligence Economics: The Future Of Value Creation In The Era Of Technological Intelligence
• Midyear Equity Outlook - Investing Beyond The Megacaps
• SVOL: A Manageable Super Yielder And Quality Income Diversifier
• BIT: Might Be Time To Sell (Rating Downgrade)
• Connecting The Critical Nodes
• Korea's Path To Better Corporate Governance
• French First-Round Elections: Le Pen's Party Scratches At The Majority
• Emerging Market Stocks: Great Businesses Hide In A Murky Market Landscape
• 2024 Superconvergence BioRevolution Series: Rise Of The Self-Driving Lab
• IHDG: Hedged ETF As An Alternative To Invest In International Developed Markets
• XLU: Negative FCF May Lead To Dividend Cuts
• Oxford Lane Capital: The Cash Keeps Flowing And The Market Keeps Growing
• FUTY: Utilities' AI Intrigue Fades
• HYEM: Frothy Markets Warrant Caution
• What You Don't Know About These Vanguard And Fidelity ETFs Can Hurt Your Alpha
• June AAII Asset Allocation Survey: Equity Allocations At A 2.5-Year High
• Polarization Or Harmony
• URA: Topping Long-Term, But Still A Good Trading ETF
• France Elections: Far-Right Knocking On Gates Of Power After First Round
• IWM: Poised To Outperform Peer Small-Cap ETFs
• Beyond The Headlines: Navigating The Economic Landscape With A Long-Term Lens
• FLTW: Ride The Tech Tailwinds With Taiwan
• PAI: Conservative Way To Play Future Rate Cuts
• PFFV: Double Trouble, Preferred Shares And Floating Rates - Sell
• VTI: Impacts From New Interest Rates Outlook
• SPPP: Platinum Group Metals Remain Under Pressure
• As Nvidia's Market Cap Went From $2 Trillion To $3 Trillion, What Happened With The ETF Exposures?
• IVE: Value ETF Lagging The Market Since 2020
• SCHD: A No-Brainer ETF With A Growing 4% Yield
• SCHB: Reliable, But Has Expensive Valuation
• ETJ: More Risks Than You Think, But Still A Decent Fund
• QTEC Should Outperform Nasdaq In Second Wave Of AI Gold Rush
• PDI: I Sold A Chunk Of The Position But I Am Still Bullish On This Fund Going Forward
• Infosys: Still A Buy But Watch These Key Levels For Support
• Why SFLO Could Be The Ultimate Dividend ETF Bargain For Today's Market
• It's Official: The AI Goldrush Is Underway
• Second Quarter 2024 Economic And Financial Review, And Outlook
• FDL: Dividend Aristocrats Are A Tired, Old Strategy
• YMAX: 44% Distribution Rate From Popular Large Caps
• IWN: Valuation Not Attractive
• CLOZ: 4 Reasons Why I Am Bullish
• VO: Mid-Caps Looking Good In H2, Weighing The Valuation And Technicals
• VYM: Still Hard To Justify An Entry Here
• GDX: Multiples And Margins Tell Us Something Important
• CLM & CRF: High Yields, High Premiums, Bargain Prices (For Some)
• FTHY: A Very Good Bond Fund For Retirement Income
• BDJ And SPE: Double Digit Discounts And Monthly Distributions
• ICLN: Avoid In The Election Run Up
• LGI: A Worthy Global Fund, But Higher U.S. Exposure Than Some Peers
• VDE: Easy Blunt Force Exposure To Energy
• Don't Reinvent The Wheel: First Half Portfolio Performance
• NUGO: Top-Quality Concentrated Growth Stock Mix With Unconvincing Performance
• ISD: Steady As It Goes
• VIG: A Fund That Doesn't Know What It Wants To Be
• NEA: Income Boosts Keep Boosting The Market Price
• Nike: How About Now? Nope - Not Yet And Here's Why (Technical Analysis)
• Oxford Lane: 20% Yield Comes At A High Price
• YMAX ETF: Striking A Balance Between High Yields And Risk Management
• H1 2024 Portfolio Review - Echoes Of 2023, But Can They Last
• DGT: Federal Reserve's Eventual Rate Cut Should Act As A Catalyst
• DXJ: Benefiting From The Weak Yen, So Far
• UDOW And Leveraged ETFs Dashboard For July
• ICF: The Blue Chips Of REITs
• RISR: An Alternative Investment Approach Using AI To Hedge Interest Rate Risk
• Measuring The Large Cap Bias With EQWL, And Market Dashboard
• The MaM Portfolio: 2024 Q2 Update
• IDMO: Solid Performance In 2024 But Numerous Risks And Disadvantages
• DGRO Is A Hard Pass As A Dividend Growth ETF
• AIQ: No Real AI Alpha With Heavy Tech Concentration Facing Slowing Growth
• VVR Will Continue To Deliver A 12% Yield Until The Fed Cuts
• ARKF: Rate Cut Hopes Fade, Fintech's Rally Stalls In 2024 (Rating Downgrade)
• VXUS: Why I'm Buying This International Stock ETF With A 3% Yield
• PDI: Favorable Environment For 14% Yielder
• XLG: The Top 50 Is A Smart Strategy To Earn Lofty Risk-Adjusted Returns
• Military Conflicts Haven't Derailed Long-Term Stock Growth
• AVES: A Promising Active Emerging Markets Fund That's Been Working
• CII: Attractive Total Returns, Attractive Distribution, And Trading At A Discount
• S&P High Yield Dividend Aristocrats Performance During Past Macroeconomic Cycles
• Why IHAK Is The Must-Have ETF For Anyone Betting On AI's Explosive Growth
• MCI: An Interesting CEF For Income-Oriented Investors, But Not Compelling At Current High Premium
• MSFU: For Less Risk-Averse Microsoft Shareholders Only
• Top Piotroski-Graham Long-Term Value Portfolio: New Mid-Year 2024 Selections
• PDI: The Risk Is Still There, Has Even Increased Further
• CTR: A Good Fund With An Upcoming Merger Opportunity
• A Strong Start For The Newly Launched S&P 500 High Dividend Growth Index
• VGT: Buy This Basket With An Impressive Assortment Of Eggs
• GGLL: Window Of Opportunity Imminent For A Leveraged GOOGL Play
• ICLO: AAA-Rated CLO ETF, Good 6.7% SEC Yield, Strong Performance
• FNDC: Factor-Based Ex-U.S. Small Cap ETF Lagging Its Peers
• EWM: The AI Boom Arrives In Malaysia
• FXO: A Curated Financials Sector Fund
• BSV: A Solid Combo Of Yield And Appreciation Potential
• OIH: Momentum Lacking Amid A Tick Up In The P/E, Bearish Seasonality Ahead
• VIG: I'm Downgrading This $93 Billion Dividend Growth ETF
• FLBR: Exaggerated Pessimism Opens Up An Opportunity
• CEF Weekly Review: Saba And Invesco Call Truce (For Now)
• Desynchronization Gives EUFN An Opening
• BKLN: A Near-9% Yield As We Await The Fed's Decision
• PSFF: Another Fund-Of-Funds For Equity Buffer Investors
• CLOI: Delivering A 6.9% Yield With Low Volatility
• CIK: A Good 9.17% Yielding Junk Bond Fund, But It Is Not Cheap
• FLBR- Taking A Positive Stance Now
• DFSV: An Active Small-Cap Fund That Works
• XLK: Low Diversity, Too Concentrated On Nvidia Stock
• Taking Stock: Q3 2024 Equity Market Outlook
• CLO Closed-End Funds: Baby Bonds And Preferred Offering Steady Income
• Beyond Money Markets: Maximizing Your Cash
• IEO: U.S. Oil & Gas Is A Contrarian And Smart Investment
• PALL: Could Supply Response Cause A Short Squeeze?
• How To Set Up A 60-40 Portfolio Ahead Of Rate Cuts In H2 2024
• Why The S&P 500 ESG Index Continues To Outperform The S&P 500
• RSSY: An Interesting Stocks And Futures Yield ETF
• VFMF: A Multifactor Fund With Little Information To Go On
• Fabless Semiconductor Companies: Winners In The CHIPS Act Era
• IYT: Railways Playing Defense Against Previous Union Action
• U.S. Weekly Fund Flows Insight Report: Equity ETFs See Their Third Outflow Over The Last 4 Weeks
• HFRO: Discount To NAV Widens To 53% For A 7% Yield
• MORT: A Levered Bet US Rates Have Peaked
• GLQ: Appears To Be Improving, But Still Overexposed To The United States
• FBCG ETF - Not Compelled To Buy
• VAW: After Massive Underperformance, Some Real Potential
• AOA: Higher Expense Ratio Than Average Of Parts
• GDL: Forget The Discount To NAV, This Fund Has Not Delivered
• XLK Technology SPDR: You Are Now Taking Unnecessary Risks
• QYLD: Two More Reasons To Sell
• Mexico Fund: Tactical Play On A Relief Rally
• FDIS: Betting On The Consumer (And More Credit Card Debt)
• TIP: A Play On Commercial Real Estate Credit Events
• BIL: Still Shines And Is Worth Holding
• AAPU: This Leveraged Play On Apple Common Stock Will Have Its Time
• ETW: Slight Increase To Foreign Exposure And A Very Attractive Price (Rating Upgrade)
• IYR: Cost Of Capital Only Comes Down In Adverse Economic Scenario
• EZA: Resource Rich And Under The Radar
• From AI To Green Metals: Strategic Investments For A Changing World
• DSL: Premium Remains While Distribution Coverage Weakens
• TLH: Inflation Highly Likely To Stay High, Save Commercial Real Estate Threat
• GCOW: Cheap Valuation, High Yield And Dividend Growth
• FTF: Failing To Cover Distributions YTD And Bonds Possibly Overpriced (Downgrade)
• IEO: Oil Prices Should Be Robust
• VOX: Hope You Like Meta And Google
• Retirement Dividend Portfolio: VIG And 3 Other High Yields
• Shifting Sands: The Economy, The Fed, And Market Dynamics In 2024
• ACP: I Love This 18% Yielding Global Credit Fund, And It's About To Get Even Better
• DFAE: Unconvincing Factor-Based Emerging Market ETF
• GVIP: An Intriguing Hedge Fund Consensus ETF
• JPMorgan's Equity Premium ETF: QQQ With Less Risk
• DIVB: Strong Holding Diversity With A Focus On Tech
• XLK Is A Solid ETF But SCHG Appears Best In The Bull Run
• Investing In The Future: The New Era Of Infrastructure
• NVD: How To Short Nvidia In Your IRA
• The Outlook For Corporate Bonds As Some Central Banks Begin Cutting Rates
• EAD: Amortizing Junk Bond Fund, Look Elsewhere For High-Yield
• Use SPYU's 4x Leverage Tactically To Boost Your Portfolio's Risk/Reward Substantially
• KRBN: A Unique Return Stream And Investment Thesis
• BUZZ Investing: U.S. Stocks Rally As Nvidia Climbs Higher
• NIE: Multi-Asset CEF Pays Attractive Distribution Yield And Provides Some Downside Protection
• HYT: 9.6% Yielding Credit CEF From BlackRock, Not A Time To Buy
• RLTY: REIT CEFs Are A Buy Before The Fed Cuts Rates
• KBWD: High Yield, High Fee, Low Valuation With 'Less Bad' Momentum
• FALN ETF: As Smooth As High-Yield Gets
• VCIT: A Good Way To Beat Equities, But You Can Beat This One Yourself
• Behavior Of Crowds Not Wisdom Of Crowds
• What Is (And Isn't) Working Among Technology Stocks In Q2 2024?
• BND: Falling Employment Stability Temporarily Lifts Bond Market Outlook
• VFLO June Reconstitution: 13 Changes, Diverges From COWZ With 8% Less Tech
• FWD: A Promising Disruptor ETF
• TYG: Improving Fundamentals And Strong Recent Performance
• MEGI: Deep Discount But Continued Mixed Results
• JVAL: Small Growth Exposure, Underperformance As A Consequence
• Did Inflation Kill The CAPM?
• GUSH: Buying The Dip In Traditional Energy With Leverage
• 9-12% Yields From AI: JEPQ Vs. QYLD - Only One Is Worth Buying
• QQQ: The Nasdaq 100 Could Face A 30% Decline
• SPMO: A Solid Mix Of High Momentum And Lower Volatility
• A Look Back At My 'Sell GGT, Buy NBXG' Article A Year Later
• VUG: Strong Focus On Tech Raises Concerns
• DBEF: Only If You Are Bullish On The Dollar
• NVDY: Steer Clear Of This Yield Trap
• BIZD: The Least Risky Way To Maintain BDC Exposure
• BUFR: A Fund-Of-Funds ETF Comprised Of Monthly Buffered ETFs
• SLVP Still Has Steam, But Better From A Dip
• ESGU: Pretty Much A Core S&P 500 Fund
• JGH: There Is Nothing Remarkable About This Global Fund
• FLRN: Simple Investment-Grade Floating Rate ETF, Good 5.9% Yield
• CDX: If You Want To Buy High Yield Here, Buy It Hedged
• XLK: The Rebalancing Reversal
• Investing Lessons From The World Series Of Poker
• GGN: Tracking Two Fundamentals, Crude And Precious Metals
• VOOV: Value Taking A Breather, But Remains Attractive Long Term
• SCHK: Large-Cap And The Same As Everything Else
• Turbocharging Silver Exposure With AGQ
• INDS: Still A Good Pick For Dividend Growth
• QQQ: Bumpy Short-Term Ride Possible (Rating Downgrade)
• VGK: Showing Love For The Anti-Tech Play
• BANX: Producing Steady Cash Flow For Income Investors
• Shrinking Monthly Paychecks From Popular JEPI, What You Need To Know
• OCCI: 17% Yield And Your Chance To Switch To Preferreds
• If I Could Only Buy One ETF In 2024: SCHD
• UCO: Taking Profit On Our Winning Tactical Trade
• VNQ: Not An Optimal Way To Approach REIT Investing
• ESML: Proving That Ethics Is Not A Drag In Small Caps
• VOO: For 48% Of This Century, S&P 500 Made 0%. Here Are The Facts
• SPYI: Continues To Perform As Expected
• TSI: This Multi-Sector Bond Fund Is Nothing Special
• URTH: There Are More Affordable Ways To Achieve International Diversification
• VanEck Video Gaming and eSports ETF Quietly Back To A Near 3-Year High
• AFT: Time To Divest This CEF After The Acquisition (Rating Downgrade)
• ARKG: A Genomics Play But Active Isn't Adding Value
• COWZ June Reconstitution: 29 Substitutions Reshape This $26 Billion Cash Cows ETF
• MUB: Buy For The Tax-Equivalent Yield Of Nearly 6%, Stay For The Capital Gains
• EMXC: A Beneficiary To Global Supply Chain Readjustment
• DIV: I Love The Sector Allocation
• ETV: Discount Continues To Provide Attractive Opportunity
• VUG: Jump Into The Bull Run As More Upside Is Ahead
• DVY: Still A Solid Dividend Option
• PDBC: Commodities Bore Me (Technical Analysis)
• 5 Best CEFs This Month For A 9% Yield (June 2024)
• JQUA: Quality May Temper Volatility In Market Downturns
• AVUV: A Rare Gem In The Small-Cap World
• EFR: Should Be A Good Income Vehicle For The Rest Of This Year
• Vanguard's S&P 500 ETF Will Thrive After The AI Party Ends
• AUSF: Three-Factor Strategy With Uninspiring Performance
• Sprott Focus Trust: Widening Discount And Differentiated Portfolio
• A Fundamental Shift Higher In Valuations
• CEF Weekly Review: Proxy Advisers Enter The Saba / BlackRock Battle
• EWI: High Exposure To Cyclicals, And Low Exposure To Technology
• How To Beat The S&P 500 Using The S&P 500
• Yields Stabilizing, A Tight Equity Risk Premium Makes BND Attractive Today
• DSU: A Senior Loan CEF With Solid Performance And Well-Covered Distributions
• PFLD: Reduces Interest Rate Risk For Preferreds In An ETF Wrapper
• RSST: Solid Futures ETF, Good Performance Track-Record, Potential Source Of Diversification
• EWQ: Why The Dump Of iShares MSCI France ETF Is A Buy Opportunity
• EWZS: Ignore The Noise And Focus On Valuation
• Is A Stock Bubble Forming?
• SMH: Risks Of Rotation Into Software And Doubts For AI PC (Rating Downgrade)
• Invest (Nearly) Stress-Free With SCHD
• UTG: A Monthly Distribution While Waiting For Continued Recovery
• PYLD: CMOs Are Still Attractive, Reiterate Buy
• Perspectives On Large-Cap Value Investing
• BWG: Rising Foreign Allocation Should Benefit Investors
• Brookfield Real Assets: A Good Point To Exit This 11% Yielder
• QLD: Tech Stocks On Steroids And On Fire
• FEPI: High Yield But Poor Upside Capture
• CALF: Is This Popular Free Cash Flow Yield ETF In Serious Trouble?
• SGOV: A Smart Choice For Value Investors Now
• TAN: A Great Option To Play A Beaten Down Space
• Higher Correlation Of Multi-Asset Returns - Temporary Legacy Of Covid Or Permanent Change?
• ILF: Strong Latin American Equity ETF With High Yield And Low Valuation
• VUG: Way Too Risky Here
• SPXU: A Juicy 10.74% Dividend Out Of Reach
• Why BITX Falls Short: A Sell Recommendation Based On Risk, Cost, And Performance Analysis
• BGH: Fully Covered Distribution And Attractive Discount
• ETFs Of Closed-End Funds: Unexpected Growth Opportunities
• YINN: Swing-Trading Tool For The Pros
• IDU: Utilities Dashboard For June
• PTY: PIMCO's Flagship CEF Is Still Worth Buying
• Current Alpha Opportunities In The CEF Space
• STK: This Tech Stock ETF Is Likely Due For A Pullback
• FXI: A Portfolio Capturing China Reversal And Secular Trends
• TDIV: Solid Tech ETF But Dividend Growth Isn't Strong
• CEF Insights: Accessing Private Credit With Interval Funds
• IYW: Hope You Like 3 Stocks Making Up 50% Of Your Tech Fund
• BMEZ: Option Income CEF With Steep NAV Discount Ready For Biotech Recovery
• ADX: Opportunity Exists
• XLY: Consumer Discretionary Dashboard For June
• UGL: 2x Daily Returns On Gold, But Be Careful Of Cycle
• PAXS: Price Outperforming The Portfolio Makes This Riskier Than Many Believe
• IPO ETF: Hard To Know Where It Fits
• FXI: A Contrarian Investment Opportunity
• VOO: AI-Fueled Growth Puts The S&P 500 21x Earnings, Implied Correlation Hits New Lows
• SPBO: Intermediate Duration Corporate Bond Fund, 5.4% Yield
• EPI: Sticking To The Fundamentals Pays Off In India
• S&P 500: Why Diversification Has Become Ever More Critical
• SPHD: High Yield, Low Volatility, Poor Returns
• The Case For Portfolio Rebalancing Looks Compelling
• PSCI: Industrial Sector Dashboard For June
• PGP: Premium Comes Down, Making It A More Interesting Idea
• Long-Term Investing Vs. Short-Term Hype: Why SCHD Prevails Over VYM
• If I Could Only Hold 5 Funds Over The Next Decade
• IRBO: AI Is An Uncertain Option, Therefore A High Premium
• VGT: Last Year, IYW Was The Better Choice, But Now, SCHG Offers Safer Tech Exposure
• RTH: Hope You Love Amazon And Costco
• JAAA: High Yield, Low Duration Make It An Attractive Option
• 3 Premiere Dividend ETFs
• MGK: A Highly Concentrated Bet I Won't Be Taking
• Concerned About Market Concentration And Lofty Valuations? Consider Small Caps
• JBBB: Balancing Risk Vs. Reward
• RFV: High Risk, High Reward Strategy For Pure Value Investors
• EWG: The Unhedged Underperformer
• TBLL: A Good Place To Chill
• NOBL: Revisiting Thesis After LackLuster Year
• QTUM ETF: An Entanglement Of Unfocused Tech Themes
• Muted Implied Volatility, The Mag "Three" Rally, Hurting JEPI (Technical Analysis)
• SPY: Rating Downgrade Due To Overvaluation
• Investing Beyond Benchmarks: The Case For Unconstrained Equities
• BTZ: A Hold For Now Given Where Credit Spreads Are, 9.4% Yield
• ASGI: Increased Distribution Fully Supported By Financials
• SOXL: Mixed Risks Ahead Of Nvidia's Shareholder Event (Rating Upgrade)
• Equity Outlook: High Valuations And Higher-For-Longer Rates
• How To Buy The Same Stocks As China's Sovereign Wealth Funds
• NBXG: A Good Way To Buy Technology At A Discount
• TCAF: Sound Combination Of Growth And Quality, But No Definitive Edge Over IVV
• Is Small Cap Exposure Still A Good Idea? Asking For A Friend
• Looking Forward: A Macroeconomic Synopsis Useful For Portfolio Positioning
• SOXL: After Doubling, Semi Bulls Should Consider Adjusting Their Leverage
• AIQ: AI Commercialization Will Propel This ETF Higher, Despite Reaching ATH
• HTD: Utilities Exposure Presents Rate Sensitivity
• HEDJ: Solid Portfolio Without The Currency Risk
• ARKK: A Procyclical Growth ETF With Potential
• TQQQ: Two Ways To Tame The Volatility And Capture Far More Upside
• KBWY: Continued Risk For Dividend Cuts And Share Price Decline
• PID: Heavy Canadian And Utilities Exposure
• BNO: Volatile Crude Oil In The Buy Zone Until November
• ITA ETF: Not The Best Bet For Diversified Value
• DFIC: There's A Better Alternative In DFAX
• TLT: Bonds Offer Favorable Odds Now
• The Story Behind 2024 Russell Recon Style Shifts
• VEU: The Underperformance Intensifies
• USOI: Multi-Year Lows In Oil Implied Volatility, Look Elsewhere In Energy (Rating Downgrade)
• Watch These Fallen Angel Sectors: Real Estate And Banking
• FSTA: Consumer Staples Dashboard For June
• TLT: 4 Reasons To Remain Bullish
• IYW: Technology Dashboard For June
• CHY: Solid Income, Good Long-Term Record, But Not A Buy
• FLQM: Mid-Cap Multifactor Fund Swaps Growth For Quality
• DFUV: Finding A Broad Market U.S. Equities ETF With The Right Ex U.S. Hedge
• Is India The Next Global Growth Powerhouse?
• CTA: 5 Reasons I Added This 7.6% Yielding ETF To My Portfolio
• CII: Obtaining A High Yield At A Discount To NAV
• TDVG: Active Dividend Growth Without Much Dividend Yield
• PIMCO CEF Update: Coverage Rebound Mirage And A Portfolio Reshuffle
• Evolving Corporate Governance In Japan
• Preparing For A Policy Rate Pivot With U.S. Small Caps
• EM Debt: Are Investors Looking At The Wrong Risks?
• TSLY: Hidden Dangers Of Chasing High Yield
• FLBL: A Senior Loan ETF With 8.3% Yield And Strong Performance
• IEFA: Limited Exposure To Technology Sector Will Drag On Its Performance
• GOVT: Not A Bad Time To Consider This Treasuries ETF
• XME: Dr. Copper Sending A Warning Diagnosis (Rating Downgrade)
• CALF: Underappreciated Small-Cap Factor Fund Focusing On Free Cash Flow
• TBIL: Short Term Fund Outperforming Peers
• VTWO Has Outperformed Its Index, It's A Good Time To Sell
• TLT Appears To Be Breaking Out
• FDHY: Not The Time For Credit Risk
• QCLN: Clean Energy Won't Go Away, So Profit Off It
• U.S. Weekly FundFlows Insight Report: S&P 500 Index Funds See Largest Weekly Outflow On Record
• NAD: Undercovered Dividend Suboptimal But Not Yet A Reason To Sell
• STK: A High Yield From Tech At A Discount
• PSQ: An Inverse Play Against The Nasdaq That 'Might' Work Now
• BTAL Is Possibly The Most Misunderstood Market-Neutral ETF
• DNP: Utility Fund Yield Jumps To 9.6%, Time For An Upgrade
• Don't Be Fooled - Big Banks Have Much More Risk Than Smaller Ones
• ACWI: Go With U.S. Funds Instead
• All-Stars Driving Index And Portfolio Performance
• Why Investors Should Navigate Market Uncertainties With ATRFX's Trend-Following Strategies
• SMIN: No Stopping The Boom In India's Smaller Caps
• ICOW: Bringing Cash Flow Focus Overseas
• XLRE: Rally Blocked By Technical And Fundamentals
• How To Profitably Hedge With Put Options
• SMH: Nvidia Is Not The Only Growth Story In This Picture
• LVHD: Low-Volatility Ingredient Begets Lackluster Total Returns
• VYM Vs. Its Competitors Shows A Mixed Picture
• IGPT: An AI Play By Name, But Nvidia Play In Reality
• PFM: The Dividend Achievers Are Fundamentally Solid But Fund Fees Are Too High
• PFM: Solid Base But High Expense Ratio
• MPV: Moving This Credit CEF To Hold After The Large Premium Move (Rating Downgrade)
• HYGH: 9.1% Yielding Corporate Bond ETF, Interest Rate Hedged, Solid Performance
• QQEW: Inferior Return To The Nasdaq 100 Index
• COPX: Poised For Gains As Copper Demand Surges
• EPOL: The Only ETF For Investing In Poland
• PTA And FLC: Exposure To Preferred Securities And Monthly Distributions
• VEA: Favorably Valued With Lower Risk Than Emerging Markets
• IHF: Healthcare Dashboard For June
• ASA: Gold Stocks Cheap Versus Gold Price, Own At A Large Discount To NAV
• SPSM: Attractively Valued With Good Earnings Growth In 2025 And 2026
• My Income Compounder (Schwab) Portfolio: A Mid-Year Update
• PFXF: A Strong Buy When You Love Preferred Yields Of 7%, But Don't Want Bank Risks
• EHI: Increasing Domestic Exposure, But Not All Bad For Those Seeking Diversification
• PBJ: This High Growth Food And Beverage ETF Is Still Too Expensive
• SGOV: Recessionary Disinflation Has Arrived, Increasing Rate Cut Odds
• FMAT: Strong Materials Play But A Bit Top Heavy
• IYM: Materials Dashboard For June
• MGC: A Mega-Cap ETF To Invest For The Long Run
• Why I Converted My QQQ Position To QQQM
• FLIN: Plenty Of Upside Left In India's Post-Election Phase
• DFAX: A Bet On A Changing Global Economic Dynamic
• USA's 10% Yield: Nudging Novices In The Right Direction
• EDIV: Long-Term Return Not Attractive
• UTF: Infrastructure Investments Are Hot, UTF Is Not; Better Choices Exist
• CEF Weekly Review: Consequences Of Big Muni CEF Distribution Hikes
• EQLS: A Market-Neutral ETF That Manages Leverage-Risk Well
• SCHV: Value Is A Questionable Choice As Interest Rates Are Steady
• FLIN: Solid Indian Equities Fund
• VHT: With Recession Risks Rising, It's Time To Play Defense With Healthcare
• HYI: Discounted High Yield Term Fund
• UGA: The Way To Play Gasoline
• XLE: The Biggest S&P 500 Sector Shareholder Yield, A Compelling Value Case
• KBWB: Pure Play On Banks And Could Be A Winner
• KBWP: Great Sector, But Short-Term Top Might Be In
• BTCO: Streamlining Bitcoin Investments
• TEI: Egyptian Currency Bet Is Interesting, But Hesitant To Recommend Buying
• The Fed Isn't Cutting - What Are Some Options?
• GameStop's Volatile Market: Exploring Speculative Trading Tactics
• INFL: Not The Best Inflation-Focused ETF
• XLI: A Striking Divergence
• 4 Closed-End Fund Buys In The Month Of May 2024
• SPHY: Giving Up High Yields For Investment Grade (Rating Downgrade)
• HYI: Term CEF Lacking A Matched Collateral Base
• NML: 9% Yield, Monthly Payer, 11% Discount
• Big Dividends From AI: Good News For 12%-Yielding SPYI
• XLE: Market Misunderstanding Creates An Opening
• Municipal CEF Update: High Yields And Wide Discounts
• Tradeweb Exchange-Traded Funds Update - May 2024
• GII: A Strong Infrastructure Fund
• DFIC: Over-Diversification And Lack Of Alignment In International Equities
• IDRV: Tariffs And Lack Of U.S. Tech Are Significant Drawbacks
• SOXX: AI-Fueled Capex Upgrade Cycle Tailwinds Still Intact
• SOXX: See 'Red' On Semiconductor Stocks, High Risk/High Reward
• ANGL: Why I Just Started Buying This 7% Yielding Bond ETF
• GOF: Why I'm Downgrading This 16.2% Distribution Rate To A Sell
• Adding China To Your Portfolio: Strategic And Tactical Considerations
• MLPX: Outperformance From MLPs Continues, Still An Attractive Valuation
• DMO: Another Distribution Hike For This 13.2%-Yielding Mortgage CEF
• JCE: 3 Reasons We're Avoiding This Equity CEF
• NANC And KRUZ: Illusion Or Alpha?
• ZROZ ETF: Better Staying On The Sidelines For Now
• RFG: A Pure Play On Mid-Cap Growth
• CEM: A Good Midstream Fund, If The Yield Is High Enough For You
• CLOA: A Question Of Fixed Vs. Floating
• URNJ: A Speculative Pure-Play On The Uranium Mega-Trend
• Too Early To Sell 11.4% Yielding FSCO
• UUP: Why The Death Of The U.S. Dollar May Not Impact The Dollar Index
• DFIV: Dimensional's Approach To International Investing
• SH: Arguably The Best Way To Short The S&P 500
• Good To Go On CGO
• EMLP: A Great Way To Play North American Energy Infrastructure
• IWMY: That Yield Is Too Good To Be True
• EOI: Narrow Discount But Strong Track Record
• TLT And SCHQ - Potential Confirmation And Low-Cost Play
• EWH: Unsteady Macros, But Still Worth A Look
• Invest In The Global Electric Energy Infrastructure Buildup With GRID
• Bad News For 9.5%-Yielding PFFA
• USA: Reduced Real Estate Exposure And Trades At Discount
• EYLD: Fine Emerging Markets ETF With A Geopolitical Issue
• SCHG: A Worthy QQQ Alternative
• Tri-Polar Dividend Growth Investing - A Powerful Way To Potentially Maximize Retirement Income
• SPE: Activist CEF With High Distributions Set To Grow
• QIS: An Alternative That Might Help
• CEF Report | May 2024 | Activism Is Heating Up
• QIS: A Super Diversified Approach To Alternatives
• EWC: Wait And See Approach For North American Value Play
• GLIN: A Unique Approach To Investing In India
• EVG: A Good Choice For Income, But May Underperform A Regular Bond Fund
• VNM: A Big Bet On Vingroup
• AVDE: International Investing With An Active Twist
• KLIP: Would Rather Own KWEB Directly
• U.S. Weekly FundFlows Insight Report: Money Market Funds Add $29.2 Billion During First Week Of June
• EWZS: High Risk, High Reward
• CCIA: Term Preferred Equity From A Carlyle CEF, 8.4% Yield
• TY: Massive Discount, But Variable Distribution Might Not Appeal To Everyone
• European Industrials: A Hotbed Of Growth For Equity Investors
• SDVY: Strong Way To Play 2 Big Themes
• IDVO: A Promising Buy-Write ETF
• AVLC: Overly Diverse, Factor-Based Fund Doesn't Meet Our High Bar
• MOAT's Future Focus: Beyond AI And Short-Term Setbacks
• DJD: Why This Fund Will Lag Peer Dividend Paying ETFs
• AMLP: I'm Buying Every Dip On This Near 8% Yielder
• RPAR: Heavy Allocation To Bonds May Cause Underperformance - Time To Exit
• EZU: Opportunity On The Back Of ECB Rate Cuts
• How Worrisome Is High Stock Market Concentration?
• PRF: Low Valuations, But Performance Not As Attractive For This Value ETF
• BUCK: Income ETF Focusing On T-Bills And Options, Ineffective Strategy
• Indian Equities In A New Regime
• XFLT: 14.3% Income Yield Continues To Flow
• CCD: Time To Trade The Premium Again
• IJR Could Be Equity Market's Canary In A Coal Mine (Technical Analysis)
• QQQ: Almost Time For A Breather
• An Update On The DRIV ETF Product
• FSCO: Seize The Opportunity For Strong Total Returns From Increased Private Credit Investments
• The Stone Ridge Reinsurance Risk Premium Interval Fund: Trading Illiquidity For Higher Expected Return
• ITA: Outperforming Industrials, But A Questionable Valuation Amid Solid Technicals
• EWA: The Case For Australia Grows
• XLC: The Best Performing Sector In 2024, But A Confusing Mix
• Trading Natural Gas With The BOIL And KOLD ETFs
• STIP: Any Tips, Any Tips You Got?
• NVDY: Why A 106.68% Distribution Yield May Not Be Enough
• PGX: 6% Yield And A Decay Story
• SCHD: A Contrarian Setup For Dividend Investors
• BGY: Limited Domestic Exposure When International Diversification Is Critical
• DHY: Narrow Credit Spreads Could Pose A Risk To The Fund's Assets
• DON: A Mid-Cap Dividend Fund That's Hard To Refuse
• Can Behavioral Finance Make You A Better Investor And Improve Your Life?
• FOF: Decent Fund-Of-Funds For Passive Investors, But Wait To Buy At A Discount
• Case For Currency Hedging: Weak Currency Benefits Europe And Japan
• FREL: Average, But Still A Hold For The Upcoming REIT Rally
• 2 Monthly Paying REITs To Build A Complete Net Lease Portfolio
• EWA: Anemic Growth And Inflation Challenges Warrant Caution
• SPY Is Sub-Optimal For Long-Term Diversified Investors
• HYD: Strong Muni Bond ETF, Tax-Advantaged 4.3% Yield
• XRT ETF: Mixed Signals For Retail Stocks Into Second Half Of 2024
• SWAN: Hedged Equity Vehicle Looking Appealing
• PEY Gets The Job Done But Has Poor Holdings
• PAVE: AI Luster Loses Steam Among U.S. Infrastructure Plays (Rating Downgrade)
• XYLD: All The Risk With Little Reward In The Form Of Income
• Moat Stocks Await Rebound Following May Headwinds
• VCR: Fueled By Amazon, But Weighed Down By Tesla
• THD: Baht Suffers From Governance Issues
• AOR: A Balanced Portfolio But Not Growth Oriented
• FNGO: Opportunity Underpins This Exciting Exchange-Traded Note
• URA: Uranium Glut Should Return By 2025 Unless Geopolitical Crisis Grows
• JPST: A Solid Fund For Conservative Investors
• CGO: Good International Exposure And Very Strong Excess Returns
• BGR: High Yield Fund In A Strong Sector, What's Not To Like
• SRET: The Level Of Speculation Has Increased
• FTEC: Tech ETF Matches Up Well Against Bigger ETFs, But Risk/Reward An Issue Currently
• VBK: No Edge Over Competitors, Except Fees And Liquidity
• Matthews Pacific Tiger Active ETF: Avoid This Endangered Species
• XLP: A Strong Buy-The-Dip Candidate For Income Investors As Recession Risks Grow
• HAP: A Strong Global Natural Resources Fund
• 'High-High-Low' Closed-End Fund Report, May 2024
• BUCK: Yield Enhancement Via Bond Futures
• EMB: Countries Not That Exposed To Dangers Of US Stagflation
• Artificial Intelligence And Utilities, Whoda Thunk? Likely Beneficiary: UTG
• Gold Gets Crushed By Rising Rates, Trades Like A Bitcoin
• BNDX: International Interest Rate Cuts Can Carry A Good Capital Appreciation
• EDF: This Fund Has Fixed Some Of Its Problems, But The Price Remains An Issue
• EWL: Slower Growth Relative To The S&P 500 Index
• PDO: Leading Performance, Stabilizing Interest Rates, And A Trillion Dollar Opportunity
• DJD: Attractive Valuation, Underwhelming Quality, And Average Performance
• ICLO: Invests In AA-AAA Rated CLOs
• VTI: Even Less Of A Reason To Own Than Before
• Unlocking The 'Holy Grail' Of Investing With Return Stacking ETFs
• BILS: Good If You're Worried
• IHI: Despite Steady Returns At Current Prices, ETF Is Fairly Valued
• VYMI: A Strong Buy On Dips With A 4.8% Yield
• VTI: Charting Positive Macro Trends Amid Bullish Price Action (Rating Upgrade)
• NUGT: CPI Could Matter More Over The Next Couple Of Weeks
• FELG: A Leaner Alternative To SCHG, Outperforming For Now
• BAB: A Year Later, I'd Still Tread Carefully On Taxable Munis/Build America Bonds
• RQI: Real Estate Exposure At A Discount
• PSI: Valuation Not Cheap
• EMB: A Lot Of Good News Priced In To Emerging Market Bonds
• SVOL Sees Big Improvement, But Still The Wrong Place To Be
• SHYG: Reflexivity Benefits Also Mean More Duration Risk
• HIO: Non-Leveraged High-Yield Focused CEF
• The Quality Closed-End Fund Report, May 2024
• NAC: Income Boost A Nice Tailwind For This California Muni CEF
• FTEC: Software-Related Risks Emerge As Gen AI Disrupts
• XSMO: Momentum Strategy, A Good Fit For This Small-Cap ETF
• AMDY: Roughly 50% Yield On AI
• CET: Very Attractive 18% Discount, Variable Income, And Excellent Past Performance
• CEF Weekly Review: Invesco Doubles Down On Distribution Hikes
• AMZU: Not The Right Time Unless Risk-Tolerance Is High
• BKN: A Good Closed-End Fund Way To Access Munis
• FTEC: Tech Now Near 30x Earnings With Powerful Momentum
• MSD: Emerging Markets Exposure And A Fully Covered 11.63% Yield
• QYLG: A Buy-Write ETF Keeping Some Growth Potential
• WDIV: Own Other Dividend ETFs Instead
• XT: Still One Of My Top Ways To Take Equity Risk Going Forward
• KWEB: Upgrade To Buy, Too Cheap To Ignore
• VV: Good Fund To Own In The Long Run
• Why 11.7%-Yielding QYLD Is A Poor Passive Income Machine
• CPSM: Limited Upside Coupled With 100% Loss Protection
• 3 Reasons I'm Ditching SCHD For Better Alternatives
• VanEck Semiconductor ETF 2024 Holdings And Performance Recap
• S&P 500 Peaks And VIX Valleys As Market Signals
• What The 2024 Elections Could Mean For Health Care Investors
• You Should Get To Know VTI, The Total Market ETF Goliath
• JOET: Top-Quality Portfolio With Performance Weaknesses
• The Internal Engine Of Returns
• QGRO ETF: At The Intersection Of Quality And Growth
• ETFs For Inflation: Is FCPI Better Than FDRR?
• FBL: A Leveraged Bet On Meta Platforms' Strong Growth
• FIW: Still Expensive, But This Water ETF Is Flowing In The Right Direction
• IXJ: Growth Expected To Be Very Strong In The Next Few Years
• CEFS: Remains An Attractive Closed-End Fund Focused ETF
• XHB: Average Home Prices Are Set To Fall, Perhaps Significantly
• Software Investing: Riding The Rollercoaster
• GSLC: Weird Data And Unconvincing Track Record
• XFLT.PR.A: With The Shares Close To Par, This Is A Hold Now (Rating Downgrade)
• MOAT: Possible S&P 500 Alternative
• ECAT: 20% Yield, Significant Changes May Be On The Way
• WDI: Another Distribution Hike For This 12.5%-Yielding Credit Fund
• Consumer Staples ETFs: Thinking Outside Of The Big Box
• 3 Reasons I Prefer JEPI To JEPY
• XT Will Likely Continue Lagging The Broader IT Sector
• HACK: A Diversified Basket Of Cyber-Related Stocks, Attractive Amid The Correction
• JPRE: Not All Real Estate Is The Same
• Asset Class Scoreboard: May 2024
• SPYV Stacks Up Well Against Largest Peer, But Timing Could Be Bad
• RNP: This Fund Looks Expensive From 2 Angles
• IMCG: We Think Large-Cap Growth Is Better
• BOND ETF: A Good Option For Core Fixed Income Exposure
• Forget SCHD: Buy Dividend Aristocrats Instead
• FSD: This CEF's Short Treasury Position Appears To Be Working
• PFLD: Good If Still Nervous About Rates
• QQQY: Yield Not Worth The Risk And Vulnerabilities
• RLY: A Nice Allocation Fund... Really
• HYB: Holding This High Yield CEF For The DRIP (Rating Downgrade)
• JRS: Big Discount Ready For REIT Recovery
• FFLC: Active Large-Cap Blend ETF Now On My Watchlist
• JPI: Some Things To Like, But Might Only Be A Short-Term Play
• BKT: There Is Both Good And Bad (Rating Upgrade)
• Boots On The Ground: Assessing Investment Opportunities In Chile And Argentina
• WOOD: Lumber Sits And Waits For A Rate Cut
• EWW: Mexican Election Sell Off An Overreaction
• EWW: A Potential Trajectory After Mexican Elections (Technical Analysis)
• IVLU: A Little Too Much Japan
• EWW ETF: May Not Be Prudent To Buy The Dip
• We Just Rebalanced Our AI Strategy - What Changed?
• SPYV: Performance Will Be Inferior To The S&P 500 Index In The Long Run
• An Important Warning For CEF Investors
• DFAC: An Equivalent To A Broad Market ETF
• KBA: Long-Term Recovery Play At 13x Earnings
• RWK: Performance Not Bad For This Low Valuation ETF
• PULS: Top Quartile Short-Term Bond Fund
• VBR: Small-Cap Value Cheap As Rates Ease, Shares Near All-Time Highs
• JRI: Get Real Assets At A Big Discount And Collect 14% Yield
• The Role Of Indices In The Energy Transition Progression - H1 2024 Review
• CPSM: New Buffer ETF From Calamos
• EQL: Kind Of Easy To Do On Your Own
• QQQI: Collecting A High Yield From Tech With Covered Calls
• EMD: Not Enough Foreign Currency Exposure For My Liking
• UCO: Crude Sell-Off Overdone, Watch For That Rebound (Rating Upgrade)
• IYF: Deposit Beta Kicks In, But Things Still Good For Insurance
• IXC: OPEC+ Is Probably Not That Firm On Cut Phase-Out Telegraph
• BTO: Continual Failure To Cover The Distribution Means That Caution Is In Order
• Why I Continue To Fade XFLT's Juicy 14.01% Distribution Rate
• XLY: Poor Valuation Grades Overshadow Strong Profitability Grades For Top 10 Holdings
• CLSE: A Solid Start For This Actively Managed Long-Short Equity ETF
• CPZ: Discount Has Appeal, But Not Enough
• FDVV: All-Weather Dividend ETF Yielding 2.88% Remains A Buy
• JNK: Risk Vs. Reward Out Of Whack
• TLT And TMF: A Timely Tandem For The Bond Market
• UTF: Infrastructure Companies Will Benefit From AI And This Fund Should Benefit, Yielding 7.9%
• CNRG: Makes Sense Long Term
• Billionaires Are Buying Infrastructure Hand-Over-Fist: UTG Vs. UTF
• EPHE: Staying Sidelined On The Philippines
• The Dawn Of Wicked Asset Classes
• ICLO: Invesco's AAA CLO Fund, 6.7% Yield
• DIVO: The Fund Should Face Challenges This Year
• FEPI: Making It Rain Dividends With A Covered Call ETF
• VFVA: Surprisingly Decent Active Fund From A Passive Issuer
• EFV: Value ETF Heavy In Banks And Japan
• May AAII Asset Allocation Survey: Equity Allocations Surpass Previous Two-Year High
• SCO: With The OPEC Meeting Behind Us, Oil Prices Will Stay Supported
• TBLD: Multi-Asset Fund Trading At A Tempting Discount
• DLY: Positioning Was Favorable For This Fund Year-To-Date
• SILJ: Explosive Move In Silver And A Correction
• XYLD: Attractive High Yielder With An Element Of Defense
• HYS Vs. HYG: Little To Differentiate These HY Corporate ETFs
• 5 Ways High-Yield Investors Can Thrive In A Cooling Economy
• 2 Reasons We Missed Out On AMLP
• An Alternative Approach To Alternatives: AQR's Style Premia Fund
• Bad News Is Good News?
• NXG: Distribution Boost Does Its Job
• MGV: A Low-Cost Value Fund With Consistent Downside Protection
• FSMD: Nicely Balanced Multifactor Approach, Yet Incapable Of Outcompeting The Market
• 10% Yielding Portfolio Investments Revealed By Broadening Market Strength
• HPI: This Fund Is Navigating The Current Environment Well, But It Is Pricy
• IWY Should Deliver Better Performance Than The S&P 500 Index In The Long Run
• PEO: Buy The Oil Majors At A 14% Discount And Prep Your Portfolio For AI Energy Demand
• FSMD: It Works For SMMD
• COWZ: Relative Weakness Persists, Big Bet On Energy
• RSPU: A Great Utilities Fund That Works
• Not Your Typical Rate Cutting Cycle
• EVV: This 9%-Yielding CEF Is Smartly Reducing Its Interest-Rate Risk
• EIDO: High Concentration In Two Stocks
• IUSV: Value At The Core With Huge Investment Opportunity
• CPER: New All-Time Highs In Copper And A Correction
• BIBL: Keeping The Faith
• FXL: An Underperformer, But That's Okay
• Derivative Income Strategies Are Not Worth The Trouble
• PDI Is Not A Buy, Here's Why
• DBB: Right Time, And Right Theme If China Comes Back
• It All Rests On Infrastructure
• ICVT: A Convertible Bond Fund For Those Unsure What Comes Next
• SPIB: The Right Part Of The Cycle
• DWAS: High-Risk/High-Reward Small-Cap ETF
• TNA: The Trade Won't Be Small When It Comes
• EVT: Wide Discount Continues To Make This Fund An Interesting Prospect
• ITOT: A Solid Buy For Long-Term, Buy-And-Hold Investors
• SPXX: Downgrade On Market Valuations
• XMHQ: The Winning Streak Can Continue
• ProShares UltraPro QQQ ETF: Mind The Extreme Risk
• SMDV: Why You Should Pass On This 3% Yielding Small-Cap DGI ETF
• RSP: S&P 500 Monthly Dashboard
• PDX: An Unusual Offering From PIMCO, But A Good One
• IZRL: Better Than ARKK
• IWM: Small Caps Look Unattractive With Deteriorating Earnings Outlook
• IDU: Not At A Discount Right Now
• OPP: Finally Time For This Eclectic Fund, 14% Yield
• SCHD: There's Almost Never Any Reason To Own This ETF
• Is A Softer Trend In Interest Rates Coming? Why TLT Could Benefit
• GXC: China's 'Year Of The Dragon' Rally Still Has Legs
• Leveraged ETFs Dashboard And Lessons From SPXL History
• EMQQ: Promising Emerging Markets ETF, But With Notable Downsides
• UTES: Active Management Is Working Big Time
• THW Versus THQ: I Prefer Neither
• IWV: Future Performance Will Likely Remain Slightly Inferior To The S&P 500 Index
• SDY: Flawed Holding Strategy Resulting In Underperformance
• The Stone Ridge High Yield Reinsurance Risk Premium Fund: A Strategic Diversifier
• GAM: Very Attractive 18% Discount, Variable Income, And Solid Past Performance
• PDO: Leverage Is Now On Your Side
• ACP: Strained Distribution, But Okay If You Can Handle The Risk
• NANR: A Solid Natural Resource Play
• THQ: Discount Narrows And Distribution Bump
• CDC: Peculiar Market-Timing Strategy Incapable Of Capturing Sufficient Upside, A Hold
• CEF Weekly Review: CEF Managers Adopt Tactics To Counter Activists
• ARKK - Risky Does Not Equal Reward
• DAPP: Crypto Stocks Lose Some Luster In 2024 As New ETFs Capture The Spotlight
• ECH: Fade Chile's Copper Bounce
• DFJ: Very Clear Small-Cap Discount In Japan
• Even Dividend Kings Fall
• The Case For Critical AI Infrastructure
• IUSG: Pick Other Large-Cap Growth Funds Instead
• Listed Infrastructure: Structural Growth Tailwinds Aplenty
• SMOT: My First Look At VanEck's Mid-Cap Moat ETF
• PFFD: Sell In May, Go Away, Don't Come Back
• SPHQ ETF: A Competent Product, But Not A Buy At Current Levels
• AI Ethics And Regulation: How Investors Can Navigate The Maze
• WTV: Beating A Benchmark In Value, Growth, Quality And Return
• CVLC ETF: Research-Driven ESG Investing
• NPFD: Do Not Let The Fund's Name Fool You
• SPY: 2 Options To Balance Out A Highly Concentrated Index
• PXE: Investing In Oil And Gas Depends On Your Time Horizon
• PSCT: Own Large-Cap Tech Stocks Instead
• 3 Reasons To Pick High-Yield Bonds And Loans Over Equities
• Emerging Market Tech Firms Play A Key Role In The AI Story
• FNDE: Solid Value-Tilted EM Exposure
• If I Had To Retire With Just 2 Funds, It Would Be These
• DGRO: Chasing The Wrong Dividend Growth
• ACCLX: This MCV Not Providing Value To Investors
• HEWJ: The Yen Hedge Is Still Paying Off
• Is It Time To Reconsider The Traditional Investment Strategy?
• Value Stocks: Cracking The Quality Code
• CIBR: Investing In Cybersecurity Is Not The Same As Cloud Software
• SPEM: Diversify Into Emerging Markets
• DVY: Gets The Job Done But Underperforms Peers
• BSCO: Time To Crystallize Your Gains (Rating Downgrade)
• QDEF: FlexShares' Defensive Dividend ETF Fails To Stand Out
• VPLS: A Little Plus To Your Core
• SLYV: Underwhelming Quality And Performance
• GBIL: T-Bills At Your Convenience
• A Better Way To Crash The GLP-1 Party
• GDX: The Market Remains Skeptical, Even With Gold At Record Highs
• ETG: Distribution Bump With A Diversified Global Portfolio
• DBA: Well Positioned To Benefit From The Cocoa Shortage
• EWU: With A Potential Change Of Government Forthcoming In Britain, I'm Lowering My Expectations (Rating Downgrade)
• BIZD: BDCs Are A Sector Buy In A "Higher For Longer" Scenario
• HDV: Reasonable Dividend ETF, But There Are Better Choices Out There
• Global Diversification... Why Bother?
• Charting 2024's ETF Boom - Ether Entering The Arena?
• AVK: The Destructive Distributions Are A Big Concern
• GINN: An Innovation Fund With Strong Portfolio Construction
• GDX: Several Factors Make This Gold Miners ETF A Buy Right Now
• ETO: Diversify Away From Record High U.S. Equities
• QDEF: Great Name, But Holdings Don't Validate
• YMAX: A New SWAN For Income Investors
• SRET: Dynamite Yield, Now Loaded On Mortgage REITs
• PDT: Utility And Financial Exposure At A Discount
• MDYG: Not Better Than Its Large-Cap Growth Peer Fund
• RIV: This May Be Your Last Chance For The Discount
• ECNS: Small-Cap China, A Good Cyclical Value Play
• RSBT: Why I'm About To Start Buying This 7.4% Yielding ETF
• PHD: This Floater Fund Is Increasing Its Appeal To Risk-Averse Investors
• USFR: The Safety Side Of The Barbell
• VIS: This Industrials ETF Is Poised To Generate Healthy Returns
• SRLN: Simple Senior Loan ETF, Strong 8.9% Yield And Performance Track Record
• OXLCM: CEF Securities About To Mature, Looking For A High-Yielding Replacement
• EWZ: Worth The Risk Despite Lula Intervention
• CARY: Promising Performance Potential
• The Weak Yen Is Fueling Japan's Inflationary Equity Culture
• VGSH: A Disappointing Yield
• Weekly Closed-End Fund Roundup: May 19, 2024
• GDX: Gold Miners Shine In 2024, Shares Pause Ahead Of A Weak Seasonal Period
• HYBL: Active, But Unclear If It Works (Yet)
• XRE ETF: Cooling Food Prices May Do The Trick, Rents Rise
• ZKPLF As A Platinum ETF Play: High-Value Metal But Low-Value Investment
• IFN: Rights Offering Results
• 13.8%-Yielding PDI Is Getting Riskier And Is A Sell
• ETFs, CEFs And More: MLP Investment Products Evolve
• PDI: Stable Interest Rates Make This CEF A Buy
• OSOL: Your Gateway To Solana
• VGT: Continued Strength As The AI Base Broadens
• The Role Of Safe Haven Currencies
• LQDH: Investment-Grade Bond ETF, Interest Rate Hedged, Good 6.6% Yield
• TACK: Underperformance Due To Strategy Lag
• RLTY: High Beta Reit CEF, 9% Yield
• CGDV: Concentrated ETF Captures More Upside And Outperforms S&P 500
• SDOG: 4% Dividend Yield Isn't Enough For What These Dividend Dogs Sacrifice
• IBHF: A Different Spin On High Yield Investing
• Bancroft Fund: This 8%-Yielding CEF Provides Some Income, But It's Nothing Special
• Why I'm Fading The 11.58% Distribution Yield Of The TLTW ETF
• EQLS: AI-Powered Long-Short ETF
• FEZ: Solid European Offering, Vulnerable To ECB Movements
• Will ECAT And BCAT Be The Poster Children Of A Market Top?
• IVV: Long-Term Passive Investing May Not Be The Way To Go
• CHW: Very Impressive Recent Performance Could Result In Distribution Increase
• DBJP: Currency Tailwinds Receding And Valuations Normalizing (Ratings Downgrade)
• SCHO: A Safe Bet In Times Of Change
• Update On MOO: Grain Prices Recover, A Bullish Sign
• iShares Micro-Cap ETF: Structural Underperformance To Avoid
• DES: Small Cap ETF Lagging Its Peers
• JFR: Could Be A Good Asset To Add To A Retirement Account Today
• Mega Forces: Infrastructure Required
• SCHI: Corporate Bonds Could Still Avoid Credit Risk (But Not For Long)
• VGLT: Fed Rate Cut Could Offer Huge Capital Gain Opportunity
• Why You Shouldn't Buy 8.4%-Yielding RQI
• USMC: Why This Top Quality Mega-Cap ETF Disappoints
• PFFR: REIT Preferreds ETF - Strong, Stable 7.9% Yield
• VOT: Favorable Conditions Ahead For Mid-Cap Growth
• JAAA: The Train Already Left The Station
• FIDI: Relatively Appealing Yield Comes With Underperformance, Worrying Downside Risk
• Finding Opportunities In The Closed-End Fund World
• QGRW: A Tech-Heavy Growth ETF Outperforming The Broader Market
• STEW: Warming Up To This Dish (Rating Upgrade)
• JFR: Moving This Leveraged Loan Fund To Hold On The Back Of Tight Spreads (Rating Downgrade)
• AMZY: Make Hay While The Sun Shines
• VIOO: A Simple Low-Cost Solution For Broad Small-Cap Stock Exposure
• Top 10 Most Shorted ETFs Still Attract Inflows
• AI And The Energy Grid: Solving For AI's Power Needs
• The Ebb And Flow Of Public Markets
• Factor Strategies Belong In Your Completion Portfolio Toolkit
• AlphaFold 3: The Future Of AI In Biotechnology Is Here
• ADX: 6-8% Income, Good Discount, And Solid Past Performance
• TLT: I Don't Love Bonds, But TLT Is Interesting For Appreciation And Generating Income
• ISPY Vs. JEPI For Large-Cap Exposure And Higher Income
• VWO: Simple Emerging Market Equities ETF, But Better Choices Out There
• IVOO: Simple, Easy Way To Access Mid-Caps
• CHY: Beneficial Portfolio Changes, But Still Very Expensive
• QQQ: I Was Wrong (Rating Upgrade)
• VIG: Making Dividend Growth Investing Easy
• Growth Stocks Demonstrating Resilience
• FTXN: Smart In Fund Name But Same Intelligence So Far
• Closed-End Funds: 2024 Revisit Of Funds That Never Cut Distributions With Inception Pre-2008
• IOO: Exposure To Technology Stocks Is Beneficial
• CGDV: A Solid Low Risk ETF With Market Beating Returns Potential
• YYY: Consistent High Income ETF, But One To Avoid
• IETC: Achieving US Tech Independence Is Unrealistic And Even Sub-Optimal
• PMX: This Muni CEF Still Looks Attractive
• FEZ: Diversified European Large-Cap ETF, Cheap Valuation
• RSF: Unique Closed-End Fund Now Looking More Appealing
• TCHP: Secretive And Unconvincing Growth ETF
• RSPR: The Cycle Can Soon Favor REITs
• NVDL: The Best Leveraged ETF To Maximize Your Nvidia Gains Post Q1 Earnings
• QQQ + DIA = SPY: A Way To Simplify Pursuing Alpha In The AI Era
• IGRO: Not The Best Fund For Dividend Growth Investors
• URA: Major Power Demand Growth, Strong Momentum In Uranium And Nuclear Stocks
• TUR: Turkish Equities Offer Value Through The Volatility
• ETV: Back To Its Winning Ways, 9% Yield
• CEF Weekly Review: CEF Discount Behavior Is Not Forward Looking
• EQWL: Equal-Weight Strategy Not Necessarily Helpful
• ITB: This US Construction ETF Is Poised To Generate Substantial Returns
• JEPQ: Understanding Covered Call ETFs And Benefitting From Uncertainty
• USA: Understanding Where This High Yield CEF Fits In Your Portfolio
• IJT: This Growth Strategy Has Vulnerabilities Worth Addressing
• CEF Insights: Activism And The Importance Of Shareholder Voting
• KNG: Buy-Write ETF Lagging Peers For 3 Years
• VIG: Record US Dividends, Firms Hiking Payouts Bode Well For Dividend Aristocrats
• Why Health Care Now: Enhancing The 60/40 Portfolio With Active Management
• ARKK: The Shotgun Approach Isn't Working
• FTHI: A Covered Call Play That Deserves More Attention
• SFY: Moderately Aggressive Large-Cap Growth ETF Worth Watching
• KSA: A Story Bigger Than Oil
• RMMZ: Hybrid Approach To Municipal Bond Exposure
• KBE: Regional Banks At Risk For Continued Underperformance
• NEAR ETF: Perfectly Aligned For Interest Rate Uncertainty
• SPYD: Underperforming Dividend ETF Due To Sector Weighting
• VNQ: Why I Won't Buy The Vanguard Real Estate ETF
• KMLM: 5 Reasons You Might Want To Buy This 8.2% Yielding ETF
• EFG: A Great Potential Outperformer For International Stocks
• VFLO: Strong FCF Yield ETF, Cheap Valuation
• PTY: Despite Varying Tax Bills, 10% Yield Worth Considering
• BDJ: Growing NAV And Trades At Discount But Has A Few Caveats
• Eagle Point Credit Company Q1: The Fund Continues To Deliver
• JEPQ: Muted Implied Volatility Augers For Direct Nasdaq 100 Exposure (Rating Downgrade)
• TBLD: This Underfollowed CEF Looks Like A Good Choice For Income-Seekers
• VOOG: High-Quality Metrics But Lackluster Performance Among Growth ETFs
• NXG: Strong Bounce On Narrowing Discount But Watch Portfolio Risks
• CEFS: A Unique Closed-End Fund Play
• PICK: Mining Companies Could Outperform The Metals
• EFIV: Why It Should Continue To Outperform The S&P 500
• DNP: It Is Finally Time For This Beaten-Down CEF, 8.8% Yield
• RGT: Global Exposure With A Tilt Toward Small-Caps
• First Look At BlackRock's HY Muni ETF
• UMI: Active Midstream But Unclear If Active Helps
• 3 Strong Income ETFs, With +8.0% Yields
• Should You Sell In May And Go Away?
• SVOL: Looks Interesting Because Of The VIX Curve And Upcoming Elections
• NVDY: AI Action With A 50% Yield
• BITQ: Miner Concentration Problem
• PVAL: Leveraging Sector Performance With A Large Cap Value ETF
• EDV: The U.S. Economy Seems To Weaken - Reiterating Buy
• Why DGRW Is Not A Great Dividend Snowball - What To Pick Instead
• VTV: Returns Likely To Bolster In 2024
• EOS: Strong Performance, Distribution Increase, And An Equity Portfolio
• VPU: Only Fools Rush In (Rating Downgrade)
• IWP: Better Than Large-Cap Growth Now
• 4 Equity Insights From A Mostly Sunny Earnings Season
• Trade Wars And Tariffs Test Equity Investing Research
• Not Impressed By Either Of The Stories That Have Been Powering XLU
• Passive Investing Could Be Very Costly. What's Your Plan If A Market Correction Strikes?
• SIXH: Low Volatility Active Buy-Write ETF
• SPLV: Think Twice Before You Buy This Low Volatility ETF
• ILCG: Growth ETF Lagging Competitors
• NTG: An MLP Closed-End Fund With Attractive Low-Cost Leverage
• EWY: Undervalued Tech-Forward Play
• VPU: Utilities Dashboard For May
• A New Frontier For Equity Investors The Middle East Transformation
• ILCG ETF: Not Ideal
• China Is Following Japan's Lead On Capital Markets Reform
• The Case For Global Listed Infrastructure
• MSTY: A Risky Buy Based On An Equally Risky Bearish Bitcoin Outlook
• RPG: A Different Mix Of Growth Stocks
• TPZ: Very Strong 3-Year Performance And A Decent Yield
• PXJ: Right Space And Outperforming Competitors
• SHLD: A 'Global' High-Tech Spin On Defense Sector Stocks
• XLU: Join Billionaires Trading Short-Term Pain For Long-Term Gain
• ZTR Tender Offer Results Better For Investors Than Expected
• FQAL: Exemplary Quality, Some Growth Exposure, Yet Performance Is Unconvincing
• BIZD: BDCs' Q1 Results Point To Resilience And Bolstering Outlook
• SCHF: How International ETFs Might Outperform The U.S. Market
• Mid-Caps Muscle Up: IJH Looks Good On Valuation And Momentum
• DVYE: Good Emerging Markets Dividend ETF, But Better Choices Out There
• IYJ: Industrials Dashboard For May
• DUHP: Dimensional's Quality-Focused ETF Is On My Buy List
• IGLD: Just Own Gold Outright Instead
• SHLD: The Intersection Of Defense And Tech
• PSF: Continues To Underperform Peers And Another Failure To Cover The Distribution
• EWU: Time For Caution After A Blistering U.K. Rally
• MLPA: A Solid Part Of The Energy Sector With High Yield
• GUG: An Attractive Discount For A Multi-Sector Fixed-Income Focused Fund
• BUZZ Investing: Strong Earnings Boost Optimism
• Benchmarking Your Portfolio May Have More Risk Than You Think
• GDXJ And GDX: On The Cusp Of The Next Bull Cycle
• SCHH: A Solid Fund For The REIT Catch Up
• IWM: Favor Small Caps Over The Technology Sector
• First Trust MLP CEF Merger Closes, Now EIPI ETF
• How To Capture AI Innovation In A Risk-Aware Equity Portfolio
• XMMO: A Better Momentum ETF
• SPSB: A Good Money Market Alternative
• BOE: A Defensive 7% Yielding Fund For Tough Times Ahead
• SCHD: I Was Wrong, It's Still A Loser In Today's Market
• TMF: Leveraging A Potential Break-Out
• I Love MOAT's Index, But Not The ETF
• GRID: A Powerful Rally, But Be Mindful Of Valuation And Concentration
• Three Strong Alternatives To PFF, Largest Preferred Shares ETF In The Market
• DHS: A Solid Dividend Fund With A Different Sector Mix
• RSPT: Not The Best Strategy To Own Tech Stocks
• SPYI ETF: Prepare For The Return Of Volatility
• IDE: A Unique CEF Trading At A Huge Discount
• ISPY: S&P 500 With A Covered Call Overlay (Through Swaps)
• IWF: It Worked Well, But Is Vulnerable Going Forward
• GDXU And The Gold Boom: Timing Is Critical When Turbocharging Mining Stocks
• Staying Dynamic In Our Strategic Views
• FDLO: Low-Volatility ETF Beating Competitors
• KWEB: The Year The Dragon Awakes As The Contrarian
• The Structural Trends, Whoever Wins
• Weekly CEF Roundup: RSF Rights Offering Results, ASA Fights Back (May 12, 2024)
• XLK: Sitting On The Sidelines For Now On Mixed Outlook
• RNP: A Buy For High Yield And The Inevitable REIT Recovery
• How I'm Narrowing My Dividend Stock Focus, SPYD Helps It Along
• BOXX: A Clever Treasury Bill Return Replicator Without Taxable Liabilities
• MIN: This Fund's Portfolio Cannot Support The Current Yield
• IBHD Moving Toward Year-End Closing: Buy Rating Confirmed
• ASG: 9% Plus Predictable Yield, Good Discount, Decent Past Performance
• VOO: Was A Buy And Still Is A Buy At All-Time Highs
• VOO: Sell The S&P 500 In May And Go Away
• MBOX: An Underfollowed Dividend Growth Strategy Worth Shortlisting
• VSDA: Exploring This 2.40% Yielding Monthly Paying Dividend Growth ETF
• XLB: Fueled By Demands For Green Hydrogen, Copper, And Clean Water
• ULTY: Avoid This Loser's Game
• DRLL: You Better Love Exxon And Chevron To Love This Fund
• European Shares Have Been On Fire - There's A Chance That Could Continue
• CSQ: Impressive Track Record But Not Impressively Priced
• SCHX: Not Necessary To Own This Fund
• DTEC: A Nice Diversified Disruptive Tech Play
• JEPI: The Only Reason To Buy It And What To Pair It With
• S&P 500 Rallies To New All-Time Highs, Bullish VOO Heading Into The Summer
• GDO: Nice Yield, But There Are Better Global Fixed-Income Funds Available
• XLB: Materials Dashboard For May
• 5 Best CEFs This Month For A 10% Yield (May 2024)
• Big Dividend Snowball: Buy DGRO And Just Two Other Funds
• SHY: Inflation Still Rides High
• INDY: India's Lagging Uber Caps Are Worth A Look
• SPAB: Good For What It Does, But Not Unique
• VONG: Large-Cap Growth Breaks To New Highs, Bulls Defend Key Support
• CEF Weekly Review: Are Discounts Good Or Bad?
• Maximize Your Income Yield With These Magnificent ETFs
• EXG: Moving This Equity CEF To Hold After The Run-Up (Rating Downgrade)
• NBB: Outlook For Taxable Munis Remains Modest In 2024 (Rating Downgrade)
• RSST: A Potential 13.5% Yielding Alternative To JEPI I'm Considering Buying
• ETB: Attractive Discount And A Distribution Rate Of 9.25%
• BRRR: Don't Go Cold On This Bitcoin ETF
• RDVY: Growth Or Dividends? Why Not Both
• SCHA: Factor Analysis Of Schwab's Popular Low-Cost Small-Cap ETF (Rating Upgrade)
• FELC: Slightly Cheaper Than IVV, Outperforming For Now, Worth Watching
• REGL: A Solid Mid-Cap Dividend Play
• KXI: Consumer Staples Dashboard For May
• FTLS: Reiterate Buy Recommendation On Excellent Results
• SP500: Buy Signals From Good Economy, Dropping Inflation (Technical Analysis Upgrade)
• SDIV: Subpar High-Yield Equity ETF, Better Choices Out There
• ULTY: That High Yield Has A High Cost
• RPV: Buy Pure Value While It's Out Of Style
• SPUS: Shariah Exclusions ETF With Nearly 50% Allocated To The Magnificent 7
• CQQQ: A Play On China's Tech Laggards
• BOAT: Shipping Stocks Are A Momentum Buy
• SCHG: The Best Performing Growth ETF As Long As Sentiment Remains Positive
• Listed Vs. Unlisted Infrastructure: A Misunderstood Rivalry?
• IYC: Consumer Discretionary Dashboard For May
• Forget VNQ: Build Your Own High-Yielding Real Estate Portfolio
• CLIP: A Simple Way To Access Treasury Bills
• Fact Check: Will Robots Replace Us?
• MINT: 5.7% Yield, But Cash Parking Has Better Alternatives Today
• How To Build A Portfolio With 4 ETFs: Part III
• BUI: Utilities Outperform The AI Mania
• IAF: Good Run In 2024 So Far, But Gains Could Be Capped From Here
• HYGV: A Filtered High-Yield Approach That Works
• Project $1M: Positive Start To 2024
• EPU: Peru Benefits From Copper Bull Market
• EWJ: Limited Incentive At These Levels
• VFQY: This Actively Managed ETF Has Lagged Passive Competitors
• Michael Burry Just Made A Brilliant Gold Arbitrage Trade In PHYS
• ONEQ: What Owning The Entire Nasdaq Composite Index Gets You
• AVUS: Actively Managed Low-Cost ETF Designed For Value Investors
• SMLF: Invest In Small-Cap Stocks With This Factor ETF
• Healthcare Stocks: Testing The Vital Signs Of Managed Care Providers
• ERC: This Global Debt CEF Is Unimpressive, But No Apparent Reason To Sell It
• GAMR: GameStop Won't Decide If It's Game On Or Game Over
• MSTY: A Buy For High-Yield Income And Crypto Diversification
• MTBA: Hits At The Right Time
• PTF: Technology Dashboard For May 2024
• Harvesting Opportunities: Income Diversification For Uncertain Times
• EWS: Not Sold Despite High Income Potential
• Identifying Economic Moats Using A Quantitative Lens: The S&P 500 Economic Moat Index
• XLV: Healthcare Is Ripe For Buying, Despite Patent Cliff
• WEA: Tight Spreads Make This Fund Unappealing Currently (Rating Downgrade)
• 5 Closed-End Fund Buys In The Month Of April 2024
• KIE: Insurance Never Dies
• Allocation Today: Think Scarce And Short
• 3 Market Trends Impacting Investment-Grade Bonds And LQD
• XLY: Consumer Cooling
• RSPH: Healthcare Dashboard For May 2024
• DBC: Tariffs And Sanctions Distort Commodity Prices
• Retirement Dividend Portfolio: Add These 5 High Yields To VYM
• Taiwan Fund: Tech Continues To Pay Off
• NCV: Continued NAV Destruction Plagues This Fund In The New Fiscal Year
• How Well Do You Understand Yield? A Guide For Investors
• SCHE: I See More Downside Than Upside For Emerging Markets (Rating Downgrade)
• USRT: REIT Fans Claim 3 Reasons To Buy - I'm Not Convinced
• Gold Is Poised For A Major Move Higher As The Inflationary Cycle Persists
• Blackstone Secured Lending: Secure And Ready To Rumble
• IBIT: A Better Alternative To Bitcoin Self-Custody For Most Investors
• RSPN: The Optimal Way To Play Industrials
• Now Showing: Seven Samurai (2024)
• Investing In The Pivotal $900 Billion Compliance Carbon Market
• CEF Insights: China's Market Transition And Long-Term Opportunities
• PNQI: I'm Buying This Tech Stock ETF Instead Of QQQ
• IHAK: Buy The Dip In Cybersecurity Stocks, But Risk Management Urged
• LIT: An Opportunity After The Crash
• Will Renewables Survive The Energy Transition?
• SDIV: 10% Yielding ETF, Heavy On Mortgage REITs
• IWB: Yet Another Way To Play Large-Caps
• FMAG ETF: Active Equity Strategy Still Has A Lot To Prove
• FT: Underappreciated CEF Well Positioned For Net Zero And The Provision Of Income
• Unlocking Potential: The Investment Case For Grayscale Ethereum Classic Trust
• SPYI: High Income And Capital Appreciation, You Can Have Both
• PTY Looks A Lot More Interesting After The Last Fed Meeting
• USIG: Corporate Bonds Are Not Appealing At Current Spread Levels
• Why The U.S. Economy Remains Strong, But Economic Sentiment Is Not
• PVAL: Putnam's Large Cap Value ETF Ranked 2nd For Its Investment Style
• U.S. Weekly FundFlows Insight Report: Fixed Income ETFs Record Largest Inflow In Over Five Years, Adding $9.4 Billion
• VTEB: Uncompelling Value Proposition, Few Reasons To Buy
• SPMO: Buying What Already Went Up Works
• INCO: Compelling Growth Still Evident Despite Lofty Valuations
• MTUM: Outperformance Under Rare Conditions
• Tradeweb Exchange-Traded Funds Update - April 2024
• XLE: Double Digit Dividend Growth Should Be Sustainable
• QQQM: A Superior Iteration Of An All-Star ETF
• AIQ: Has Generative AI Peaked?
• FNDX: Downside Risk Outweighs Upside Potential
• QQQX: Getting A Dollar For 90 Cents
• DVYE: High Risk And Poor Track Record
• AWF: Not Attractive Anymore After The Discount Narrowing (Rating Downgrade)
• Equity Opportunities Beyond AI
• VTIP: Simple, Straightforward Inflation Hedge
• HEQT: Good Timing For A Hedged Play That's Different
• CGMS: A Promising Active Income Bond Play
• PRN: A Great Play On The Best (Secular Growth) Part Of The Industrial Sector
• BGT: A Good Source Of Income Today, But A Pricey One
• Weekly Market Pulse: Question Time
• SCHD: Overrated Dividend ETF, Lots Of Downside Risk
• FDL: Yield And Valuation Are Attractive, But Not Quality
• QDF: Quality-Heavy Dividend ETF Does Not Impress On Performance, Yield Fronts
• QQQ: Never Bet Against The Market
• EWT: Taiwan's Economy Is Expanding, Buy On Any Pullback
• UTF: Collecting Income From North American Infrastructure
• IVOL: Weighing The Value Drivers Leads To A Rating Downgrade
• IEMG: The Risk Isn't Worth The Reward
• SRV: Great Midstream Energy Fund With A High Yield, But Extremely Expensive
• My Dividend Growth Portfolio: Selling Bio-Pharma And Buying More Big-Tech
• TFLO: As Descriptive As It Gets For Floating Rate Treasuries
• Crescent Point Energy: Earnings Are Still Cleaning Up
• MCN: Valuation Better, But Not Great
• VYM: Spotting Alpha Among Inexpensive High-Dividend Stocks
• UTG: 8% Yield On Outperforming Utilities - Peer Review
• IGR: 14% Yield, Contrarian Play, But There Are Better Choices
• FDVV: I Prefer This Dividend Fund Over SCHD Due To Tech Weight
• QQQ: Macro Trends Favor Non-Tech Areas, Bullish Seasonal Trends
• QLTY: Promising So Far
• IYK: The Time Looks Right For Consumer Staples
• IGD: Failed To Cover The Distribution For The Second Straight Year, But Hikes Anyway
• QUAL: Why The Quality Factor Could Pay Off In Late 2024
• FLJP: On Second Thought, The Yen Probably Stays Weak
• PIN: Quality Remains The Way To Go In India
• CEF Weekly Review: Closed-End Funds Are Not Closed
• CTA: Best-Performing Managed Futures ETF, Strong Strategy And Track-Record
• VDC: 3 Big Reasons To Go Defensive With This ETF
• VTEI: Vanguard's New Intermediate Muni ETF
• HQH: Future Rate Cuts Will Help Fund's Performance
• Asset Class Scoreboard: April 2024
• Economic Moats: Intangible Assets, Cost Advantages, And Scale
• ECC: Invest In CLOs With This 18% Yield CEF
• U.K. Equities: Global Growth At A Discount
• Why Your Portfolio Should Include Scarce Assets
• BCX: A Hold Now After The Commodities Run-Up (Rating Downgrade)
• JTEK: Late In The Cycle, But Perhaps That's A Good Thing
• GPIX: S&P 500 With Added Yield Late In The Cycle
• IJR: Good Small-Cap Index ETF, But Better Choices Out There
• SPY ETF: Momentum Is In The Cards
• SCHG: Growth Isn't Slowing Down, Value Isn't Catching Up
• FCT: Finances Look A Bit Weak, But A Decent Floater Fund For Risk-Averse Investors
• Crescent Point Energy Corp. 2024 Q1 - Results - Earnings Call Presentation
• Crescent Point Energy Corp. (CPG) Q1 2024 Earnings Call Transcript
• SPY: Get Ready For A Recessionary Bear Market
• The Investment 'Holy Grail' Doesn't Exist
• Style Update: Where Are We In The Market Cycle?
• IEI: When Apple And Microsoft Have Lower CDS Than US Treasuries
• USA: 10% Yield On Value And Growth
• Crescent Point Energy declares C$0.115 dividend
• SCHE: Great Fund, Terrible Cycle
• IJS: Not The Best Option In This Space, But Still Offers Some Promise
• ARGT: Pro-Capitalist Reforms Spark A Major Rally In Argentina Equities
• EDEN: European Beacon
• IGV: The Software ETF Will Eventually Share In The Love We're Now Giving To Semiconductors
• JPC: Preferred Exposure With ~8% Distribution Yield
• PFN: Not Worth A Premium To NAV
• SVIX: I Actually Like It Now
• EPS: Halfway Between SPY And A Value ETF
• AIRR: An Industrials Fund That's Working Very Well
• I'll Stick With Large-Cap U.S. Stocks In The Months Ahead
• AIO: Steady Income From AI
• LVHI: Well-Rounded Product, But Looks Overextended For Now
• Top 10 Holdings In My 15% Yielding Income Compounder Portfolio
• VTI: Headwinds Are Building For This Fund
• Moat Stocks React To Inflation And Slowing Growth
• 5 Reasons China's Recent Stock Market Rally Is Fundamentally Different
• NVDY: Close To Impressing Me, Risks Are Still Too Great
• Mastering The Market During A 'Decade Of Disruption'
• Active Or Passive? Seeking Solutions To ESG Confusion
• The Relationship Between Elections And Volatility
• FAX: With The China Stress Behind Us, Asian Debt Looks Attractive
• BUG: A Cybersecurity Theme That Won't Go Away
• Don't Trust The Trust: A Look At Grayscale's Solana Trust
• Structured Product Solutions For Managing Capital And Risk
• Coiled Tight: Smaller Companies Are Primed For Outperformance
• The Presidential Race And Financial Markets
• RQI: Strong REIT CEF, Great 8.5% Yield, Consistent Outperformance To Benchmark
• PCGG: Premium Quality At A Premium Price
• Latest Memo From Howard Marks: The Impact Of Debt
• TLTW: Covered Call ETF With 11% Yield Plus Upside Potential
• IEF: Stuck In The Middle
• FLC: Preferred Stocks Are Doing Well, But Don't Ignore The Risks
• SYLD: A Value ETF Showing Earnings Growth
• KBA: Still A Compelling Play On China's Market Revival
• PIMCO CEF Update: Income Volatility And Yield Curve Risk
• IYH: How Another Smaller, Equally-Weighted Competitor May Outperform
• Rebalancing Commodities: The Rise Of Diversified Strategies Amid Global Challenges And Market Volatility
• DSTL: Actively-Managed U.S. Value ETF, Cheap Valuation, Strong Performance Track-Record
• IYG: A Rotation To Financials Makes Sense
• Optimizing Stock Selection In EM
• Quality Is Now A Momentum Trade
• Buy SCHD And These 4 High Yields For A Diversified Retirement Dividend Portfolio
• Investment Returns Are Not Random
• XMMO: Momentum Is Strong But May Not Stick
• 30 Cheap Large Cap Stocks On Sale Now For May 2024
• The Challenge Of Powering AI
• Quick Thoughts: Spring Cleaning
• OUSM: A SMID Dividend Strategy That Does Not Stand Out
• BSTZ: Deep Discount And Potential Activist Catalyst
• KOMP: Add This ETF For Technology Themed Exposure
• IJK: An Interesting Alternative In The Mid-Cap ETF Space
• QMOM: Midcap Momentum Fund Up +17% This Year
• HIX: Global Exposure Is Nice, But Underperformance And NAV Destruction Suggests Caution
• FALN: Great Fund, But Timing Isn't Right Yet
• Sell MDIV, Buy CEFS
• OEF: The Cycle For The Biggest Of The Big Is Likely Over
• VT: Global Exposure And The Timing Makes Sense
• VTI: You're Not As Diversified As You Think
• PTY CEF: 2023 Replay
• Large-Cap Growth: Managing Risk And Seeking Consistent Returns
• GOF: Back To Holding For The 15% Distribution
• QMOM: Research-Based Momentum ETF
• BST Yields 8.44% And Can Continue Higher Through Earnings Season
• CONY: A Buy For Diversified Income Portfolio
• HIGH: Underappreciated Operational Risk
• IGIB Vs. IGSB: Which One Is The Better Pick?
• IGIB Vs. IGSB: Which One Is The Better Pick?
• PFFA: Decent Yield But With Leverage Risks
• GUT: Destructive Return Of Capital Distributions Makes It Hard To Recommend This Expensive CEF
• RCS: PIMCO's Most Overvalued Bond Play
• HTA.U: 7.7% Growing Yield And Beating QQQ Seems Sustainable
• WINN: Winning So Far, But Active Is Challenging In Large-Caps
• SCHD: Prepare For A Pivot To Value
• JMOM: Momentum Has Made The Difference In 2024
• Behavioral Traits That Are Killing Your Portfolio Returns
• XOP: Oil Turns Quiet, E&P Stocks Remain A Bargain
• A Warren Buffett-Like Case For Semiconductors And SOXX -- Seriously!
• SPTL: A Balance Between Income And Duration, But I Remain On The Sidelines
• VTWO: Why This Is My Least Favorite Small-Cap Fund
• KRE: Drying Liquidity Will Test Regional Banks This Summer
• KRE: Regional Banks Unlikely To Deliver Alpha
• CHGX: A Solid Equal Weight ESG Approach
• VNQ: A Bet On Rates I'm Willing To Make
• Q2 2024 Style Ratings For ETFs And Mutual Funds
• QQQE: Any Q2 Outperformance Unlikely To Be Sustained
• FLBL: Moving This Loan Fund To Hold (Rating Downgrade)
• QQQM: Tech Stocks Continue To Churn (Rating Downgrade)
• GDX ETF: Why Gold Miners Lag Gold Prices
• PDI: 13.7% Yield Attractive Despite Section 19 Notices
• BXMX: Discount Widens To A Tempting Level
• XAR: A Good Balanced Approach To An Industry That Won't Stop
• Surprise: How A Europe-Focused ETF Beat The S&P 500 Over The Last Three Years
• BHK: Hold This CEF For An Attractive Yield While Watching For Insight Into Rates (Rating Upgrade)
• SDHY: A Strong Buy For Sizeable Term NAV Revert
• SPTM: The Potential Impact Of Red Sea Crisis On U.S. Market Earnings
• SPYG: Valuation Not Cheap, Wait For A Pullback
• Market Volatility? JEPI Can Help
• PCF: This Unique CEF Has Improved A Lot Over The Past 6 Months
• Monthly Newsletter - April 2024
• DFUS Vs. SPY: Holding Broader ETF Doesn't Really Make A Difference Right Now
• WDI: Fully Covered ~12% Yield
• A Positive Environment For XLU
• FDMO: A Sophisticated, But Not Better Momentum ETF
• 3X Returns With Constrained Exposure - Tail Risk Hedging
• FBND: Investors Should Be Accumulating This 5%-Yielding Bond Fund Before Rate Cuts
• ONEY: Unconvincing Multi-Factor Dividend ETF
• SCYB: Good But Not The Right Time Yet
• RWL: Not A Good Investment Choice Based On Its Methodology
• TSLL: 8% Yield Looks Good, But This Is For Traders
• AWP: 13% Yield, Contrarian Play, But There Are Better Choices
• UTG: Collecting A High Yield From Utilities Slump
• JBBB Vs. CLOZ: Which High-Yield CLO ETF Is Best For Income Investors?
• DLN: 2 Glamour Stocks Now Dig Dividends, But Macro Factors Weigh
• NPCT: Activist Pressure And A Wide Discount
• Flush Money Market Funds Typically Mean Rally
• PHB: Fundamental Focus But No Real Alpha (Yet)
• INDA: Brace For India's Post-Election Upside
• NRO: Discount Narrowing Provides Stronger Returns, But Could Be Time To Swap
• CEF Weekly Review: Price Chart Is Not A Good Guide To CEF Allocation
• RWJ: Beating Other Small-Cap Value ETFs For 4 Years
• JEPI: The Smart Investor's ETF For Reliable 8% Monthly Yields
• SPMO: Heavy Into TMT Stocks After The March Reconstitution
• Sticky Inflation: The Tactical And Strategic Importance Of Real Assets
• Most Investments Are Bad. Here's Why, And What To Do About It
• RWJ: Undervalued SMID Mix With A Quality Issue, Caution Is Warranted
• PSLV: Another Dip To Buy Sprott Physical Silver Trust
• ILF: Focus On Latin America With A 5% Yield
• S&P 500 1%+ Gaps Higher
• JAAA: Remain A Buy On Fed Pause
• BUI: Still A Great Option In This Macro Environment
• CPER: Long-Term Copper Outlook Is Bullish, But Short-Term Caution Advised
• FTRI: A Potential Inflation Hedge To Consider
• TOTL: An Active Bond Fund That's Not Living Up To The Hype
• SCHZ: A One-Stop Shop Bond Solution
• XNTK: Recent Outperformance, But Will Likely Lag Peers Long Term For 3 Reasons
• DXYZ And The Fakers Dozen, 13 Stocks With Huge Downside Risk
• JQC: This Debt Fund Should Satisfy Most Income Seekers Today
• Is There A Tech Bubble? Our Current Tech Positioning
• DGRS: A Solid Small-Cap Fund
• Economic Moats: Switching Costs And The Network Effect
• New Bitcoin Indices Doing 'Yard Work' In The Spring
• CGUS: A Promising Start
• Why Preferred Shares Are Rallying And Whether It Can Continue
• IGM: Broader And Better
• QDPL: An Excellent Income Option For Retirement
• How To Experience A 35-Year Record High In Japan
• WisdomTree Emerging Markets High Dividend ETF: Decent Yield And Improved EM Outlook
• Swiss Helvetia Fund: High Yield, Quality Swiss Stocks At A Discount To Net Asset Value
• Implementation Shortfalls Hamstring Factor Strategies
• QYLD And Contango Capture For Possible 15% Yield
• Enabling India's Digital Disruption
• OFS Credit: Now Even Better Than CLO Peers With Increased Monthly Dividend
• Current Discounted Valuations And Historical Downside Protection: The S&P High Yield Dividend Aristocrats Index
• EICC: New Preferred Equity From This CEF
• IGHG: Great Fund If Still Worried About Rate Risk
• SLYG: Growth Comes With Quality
• CSQ: Increasing Exposure To Magnificent 7 Bad For Diversification
• JEPI: Still Overrated, Maintain Sell
• Evolving Fed Expectations And Asset-Allocation Implications
• CLM: Why You Should Not Pay The 2% Expense Ratio
• IWD: The Cycle For Value Nears
• QYLD: Consider JEPQ As An Alternative
• The 5% Income Portfolio For The 2020s - Retirement Investors' Answer To The 60-40 Portfolio
• FNDB: Outperforming Most Passively Managed Value ETFs
• FXY: The Japanese Yen Will Determine The Future Of Currency
• Diversifying Your Semiconductor Portfolio Beyond Nvidia
• A Hidden Stairway To Net Zero
• GDV: Discount Remains Wide, Distribution Remains Steady
• JEPI Has The Perfect Strategy For Playing The Top
• Anatomy Of An AI Correction
• REM: Focus On Maturity Walls
• Despite The High Interest Rates, The XHB Homebuilding ETF Refuses To Die
• Evaluating The AI Megatrend In 2023
• Demystifying Private Equity Valuations
• The Three 'Rs' Of Equities: Risk, Reward And The Role In A Portfolio
• HYD: The Fed Is Making Things Difficult (Rating Downgrade)
• XLC: An Eclectic Growth ETF
• BBLU: A Promising Start In A Competitive Field
• SOXX: Wonderful Market Sector Now Trading At An Excessive Price
• BXMX: Covered Call Fund - A Superior Choice To XYLD
• PPA: Why It's The Best Aerospace And Defense ETF On The Market
• DYNF: Factor Rotation Strategy Has The Right Idea, But Missing Alpha
• ESGV: Slightly Better Growth Profile Than The Broader Market
• Korea Fund: The Wind Is Still In Its Sails
• EWJV: A Value Tilted Japan Fund That Works
• LQDW: Not The Best If Expecting Extreme Outcomes
• VIXM: Not A Hedge Anymore In The 0DTE Environment
• SPUU Erosion Is Advancing: May Drift Dashboard
• DYNF: Interesting But Not Living Up To The Hype In Practice
• ACV: Improving Diversification, But Valuation Ignores Distribution Risks (Downgrade)
• IWM: Not The Economy For Underdogs (Rating Downgrade)
• April AAII Asset Allocation Survey: Equity Allocations Remain At A Two-Year High
• AGGH: Buy This Bump In The Road
• HNW: An Interesting Bond Fund With Some Risks But Also Some Potential
• SPLG: S&P 500 Dashboard For May
• Korea Fund: Broadly Favorable, But Risks Remain
• IWM: The Russell's Profitability Problem
• PFO: Deeply Discounted Preferred Exposure
• TMV: Efficient Hedge And Income Play For Volatile Long Bond Market
• DFUS: Lowest Cost Russell 3000 Indexed ETF Gets Buy Rating
• LTPZ: Long-Term TIPS For The Long Run
• IDEV: Fair Valuation, No Catalyst In The Near-Term
• AMLP: U.S. Oil And Gas Is Primed For A Continued Run
• PWB: Better Options For Large-Cap Growth Exposure
• FENY: Still Cheap And Well Supported By Energy Commodity Prices
• DIA: The Dow Likely Beats The S&P 500 Over The Next Several Years
• BIL: More Attractive Than Ever
• FPL: Merger Arbitrage Opportunity In The MLP CEF Space
• VFMO: Inexpensive ETF Outperforming The S&P 500 And Peer Funds
• PWV: A Growth-Agnostic Bet On Undervalued Bellwethers
• DPG: Why You Should Avoid The Utility Fund With A Big Discount And 9% Yield
• EIS: Cheap And Diversified Growth Opportunity
• VWOB: Why I'm Loading Up On This 7%-Yielding ETF On Every Pullback
• DGRW: Not Much Of A Dividend Fund
• COPX: Copper Squeeze Could Stretch Beyond 2030
• How Are Some Dividend Growers Outpacing Inflation And The Benchmark?
• XBI: The 2 Things Biotech Needs To Move Higher
• HODLing VanEck's Bitcoin Spot ETF
• FLKR: Keeping The Faith In Korea's Value Unlocking Story
• BXSY: Monster Discount That Continues To Grow
• Japan's Retirement Contribution Overhaul Is Fueling Its Bull Market
• FFA: A Covered Call Fund Trading At An Interesting Discount
• Harnessing Income Opportunity In High Yield Credit
• It's Time To Rethink The '40' In The 60/40 Portfolio
• DIVO Continues To Be A Strong Income Alternative To Standard Dividend ETFs And Bonds
• EOD: Not A Bad Fund, But Not As Globally Diversified As We Would Like
• DVY: Buy For A Balanced Dividend Portfolio And Value Rotation In 2024
• PCEF: For Those Who Like Closed-End Fund Yield
• GRPM: Strategy Change Prompts Huge Returns For This S&P MidCap 400 GARP ETF
• A Good Start To 2024
• UTF Vs UTG: Great Time To Close Out
• AGG: An ETF For Bond Recovery
• PPTY Outperforming Well Known REIT ETFs
• NVDU: Boosting And Protecting Your Nvidia Holding With A Leveraged ETF
• VFH: Not Attractive In This Macroeconomic Environment
• IJK: A Good Bet On Market-Beating Returns
• ARDC And XFLT: Providing ~10% Income For Investors
• Sector Ratings For ETFs And Mutual Funds: Q2 2024
• SCHD: Don't Fret About Recent Underperformance
• EVT: Instant Income Gratification At A Significant Discount To NAV
• GDV.PR.K: A Rates Play, Reiterate 'Buy' Rating
• SGOV: Fed On Hold
• USHY: Soft Landing In Question, Yet Credit Spreads Go Lower
• TLT ETF: Lessons From Japan's Bond Cycle
• QGRW: Quality Growth ETF That Outshines Larger, More Popular Funds
• VCSH: A Good Bond Fund For Conservative Investors
• EWS: Singapore Yields Up To 7% But Remains Relatively Unattractive
• XLP: Not In The Spotlight Amid Market Uncertainty
• Seeking Exposure To China's Technology Industry
• BOTZ: Patience Is A Virtue
• IXN: Global Tech Earnings In Focus, Bullish Trends
• SPHB: When The Risk-Reward Theory Falls Apart
• DGRO: Growing Dividend = Growing Earnings = Quality
• DNP: Unsustainable Strategy In The Higher For Longer Environment
• PHK: Decent Positioning And Portfolio, But Expensive Given Bond Market Risks
• Asset Allocation Committee Outlook Q2 2024: Breadth And Balance
• 7.62% Yielding Portfolio With Minimal Price Drawdown
• MAGS: Charting Magnificent 7 Shows New Trend (Technical Analysis)
• SCHD: 5 Critical Things To Know About This So-Called 'Retirement Dream' ETF
• HELO: A Better Mouse Trap
• TECB: Not A Good Choice When Compared To Other Traditional Technology ETFs
• BGB: Floating Rate Exposure Benefiting From 'Higher For Longer'
• XLV: Pivotal Week Of Earnings For Healthcare Stocks
• SHV: Stay Safe With Short Duration
• ProShares Ultra Bloomberg Natural Gas: Trading Short-Term Tailwinds (Rating Upgrade)
• USMV: The Right Time But Be Careful With Tech Exposure
• Annual DCA Or Monthly DCA? Which Is Better?
• Oxford Lane Capital: Core NII Easily Supports 19% Yield
• DEM: Emerging Markets' Valuation, Dividend Yield And EPS Growth Come Together (Rating Upgrade)
• EWQ: An Ideal ETF For The Best Of France
• RYLD: Optically Enticing, But Fundamentally Still Weak
• AVLV: U.S. Value ETF, Cheap Valuation, Strong Performance Track-Record
• MBB: Mortgage Backed Securities Offer A Little Extra
• FVAL: Attractive Valuation Despite A Heavy Weight In Technology
• PDO CEF: My 2023 Dividend Lesson
• QVAL: Not Clear Just Yet Relative To Passive Value
• CEF Weekly Review: Tracking Fund-Of-CEFs Holdings
• GAB: Managed Minimum 10% Distribution Rate Out Of Equities
• SDY: S&P 500 High Dividend Stocks Continue To Lag, A Higher P/E Today
• My Estate Executor Role Just Expanded
• Benchmark Your Portfolio: The VNQ Challenge
• BIGZ: Risk Appetite Still Missing For Venture Capital
• CDL: A Solid Income Option But With Potential Underperformance
• GVIP: Goldman Fund Buying High Conviction Hedge Fund Darlings
• Equity Factor Report - Q1 2024: Momentum Strategies Shine
• VFLO: Reconstitution Update, New Factor Mix For This Growing FCF Yield ETF
• U.S. Weekly FundFlows Insight Report: Fund Market Sees First Weekly Inflow In Three, Adding $5.5 Billion
• GBAB: Caution Is The Name Of The Game
• IDV: Why I Look For These 3 Factors In International Dividend ETFs
• SMH: A Hedged Way To Own Nvidia, But It's Overvalued
• IFRA: An Infrastructure Play That's Heavy On Utilities
• Add Economic Moats To Your Stock Analysis
• IYLD: Plainly Inferior To CEFS
• XSVM: Valuation And Growth Are Attractive, Returns, Not So Much
• S&P DJI's Global Islamic Equity Benchmarks Rose 9% In The First Quarter, Extending Outperformance Against Conventional Benchmarks
• SMH: Correction In Semiconductor Stocks Presents A Gift Not To Be Missed
• RQI: High Dependency On Interest Rates, Low Margin Of Safety (Rating Downgrade)
• Meta Implodes: Below $400 Could Accelerate Further Declines (Technical Analysis)
• AIA ETF: Not The Best Product Around, But Offers Some Merit
• EOI: 9% Plus Income, Paid Monthly, And Solid Past Record
• Investors' Choice: Roller Coaster Or Merry-Go-Round?
• SMH: More AI-Related Catalysts Ahead, Buy The Dip
• ETB: Tech-Heavy Portfolio And A History Of Underperformance Hurt This 9.63% Yielding CEF
• Dissecting The Current CEF Sell-Off And Opportunities
• AVDV: A Strong Diversifier For International Small Value Investors
• DVY: Do Not Set Expectations Too High For This High-Yield Dividend ETF
• IIF: Active Indian Fund Poised For Post-Election Outperformance
• GDV: No Longer An Attractive Entry Point (Rating Downgrade)
• PEY: Is Wall Street Too Bearish On This 4.71% Yielding Dividend Achievers ETF?
• VDE: Solid ETF For A Rebound In Energy
• TSLY: Playing Elevated Volatility And Rangy Tesla Price Action (Rating Upgrade)
• Weekly Closed-End Fund Roundup: April 14, 2024
• SPIVA Japan Scorecard 2023: Misfortune For Japanese Stock Pickers
• DIVI ETF: Decent Product, But Not A Perfect Buy
• How I Would Invest $100k In Today's Market To Collect A Safe Near 9% Yield
• NDMO: Lowering Expectations After A Double-Digit Rally (Rating Downgrade)
• GREK: Hidden Euro Growth For 7x Earnings
• Hard To Make A Bearish Case Against GLD
• PPLT: Platinum Consolidates And Could Follow Gold And Silver
• SOXQ: An Optimal Portfolio For The Cyclical Recovery
• EFA: World Equity Exposure For A Diversified Portfolio
• Global ETF Market Facts: 3 Things To Know From Q1 2024
• SJNK ETF: If You Really Want High-Yield Exposure
• ZROZ Vs. EDV: Which Zero Coupon Treasury ETF Is Better?
• QQQJ: A Different Spin On QQQ That Makes Sense
• BLW: A Reasonable Choice For Today's Bond Market, But Watch Its NAV
• SIL: Silver Prospects Look Good, But SIL May Not Necessarily Benefit
• RSP: A Good ETF For Cutting Tech Exposure
• SCD: Interesting Equity Portfolio, A Fund To Keep In The Watchlist
• HELO: Perhaps The Right Time For A Hedged Equity Strategy
• DUST: Gold Overbought, But I Still Wouldn't Buy This ETF
• EWN: Lights Dimmed On European Tech Play
• CORP: Pimco's Answer To An Investment Grade Corporate Bond Fund
• BLV: A High-Quality Duration Play Worth Considering
• NUSI: Not The Best Nasdaq 100 Derivative Income ETF
• FLCH: The Lowest-Cost Play On China's Revival
• VIG: Why The Dividend Growth Model Works
• TLT: Why Surging U.S. Debt Levels Are Bullish For Bonds
• Small-Cap EPS Growth Ahead, VB A Solid Choice (Rating Upgrade)
• BITO: Ideal For Bitcoin Options Trading, Avoid Otherwise
• BDCs: An Alternative Way To Access The Benefits Of Private Credit
• VIGI: Blue Chip International Growth
• BUZZ Investing: CPI Surge Spikes Bond Yields
• Dividends And Total Returns Are Not Mutually Exclusive: Consider VIG
• Golden Age For EM Bonds
• DBL: An Interesting Fixed-Income Fund, But Some Concerns Remain
• JGRO: Promising ETF In The Growth Category
• IAK: How This Fund Could Act As 'Insurance' In A Market Downturn
• DIVG: Should You Buy This New Monthly Paying Dividend Growth ETF?
• IGBH: Great Product But Late Cycle For It
• A Nuanced Macroeconomic Approach To Investing
• ICF: Not As Attractive As The CEFs From Cohen & Steers
• JEPQ: This Could Be The Fund's Best Year
• PGP: An 11.5%-Yielding One-Stop Shop Portfolio Now At An Approachable Valuation
• CHI: More Trouble Covering The Distribution Plus An Enormous Premium
• SVOL: I Think It's A Top Income ETF
• S&P 500: Stock Returns, Defense And 'Long-Term Investing'
• 3 Reasons CLO ETFs Are A Buy, Even If The Fed Cuts
• OUSA: High Quality Dividend ETF That Costs Too Much
• Grain Futures Markets Are Short: WEAT, Other Grain ETFs Remain In Buy Zone
• A Significant Turning Point May Have Been Reached: Did You Miss It?
• TSLT: A Leveraged Bet On Tesla Stock
• DSL: Positioning Itself For A Dollar Decline
• VOE: Ahead Of Peers In 2024, But Average In The Long Term
• USSG: An ETF For Responsible Investing, But Returns Match The Broad Market
• FLTR: Higher For Longer And Reaching For Quality
• JEPQ Offers A Hiding Place Amid Market Volatility
• Big Monthly Dividends From Big Tech: JEPQ Vs. JEPI
• RSST: New Managed Futures Fund With An S&P 500 Core Position
• Why ACWX Offers More Potential Than VXUS
• CNYA: Improving Economic Data In Q1, But Confidence Is Still Lacking
• AGD: Global Equity Fund With An 8.5% Yield And A Large Discount
• XHB: 3 Negatives And 2 Positives For Home Builders
• SPY: The Setup Looks Extremely Bearish
• SPGP: A Great Dividend ETF Bargain For Today's Economy
• A More Balanced Portfolio Model
• RDVI: Dividends Juiced By Options Writing
• PPH: Buy The Pullback In This Big Pharma ETF For Long-Term Total Returns
• SCHY: The International Version Of SCHD Worth Diversifying Into
• JEPQ: Volmageddon 2.0 Fears Overblown
• The Myth Of Small-Cap Outperformance
• SLV: Any Silver Price Decline Is A Gift, Multi-Year Bull Just Started
• KIO: A Few Risks Emerging For This Dynamic Debt Fund (Rating Downgrade)
• XLG: The Biggest Of The Big
• Global Growth Is Back As Fiscal Reckoning Looms In 2025
• 3 Trends Impacting HYG And High-Yield Bonds
• Overlook Style Regimes At Your Peril
• Adapting To Economic Paradigm Shifts
• ICLN: Clean Energy Will Provide Massive Returns Globally, Just Not Yet
• SCHY: How The Fed's Policies Make International Dividend Stocks An Attractive Bet
• Potential Opportunities In Quantitative And Passive Investing
• Simplify Propel Opportunities ETF: Healthcare Likely To Rise Again In FY24 And Beyond
• JETS: Strong Numbers From United, But Broader Trends Lackluster
• DBA: A Simple Diversified Commodity ETF Beating The S&P 500
• What Can Insurance Premiums Tell Us About Inflation?
• EMO: Very Strong Recent Performance, But Higher Risks Than Peers
• PKW: Buyback ETF Combining Value And Growth
• NFTY: Equal Weight Is The Best Weight For Indian Stocks
• PFIX: Good Product But Risky Part Of Cycle
• SCHD: If You've Won The Game, Take A Little Off The Top
• NETZ: Playing A Possible Short-Term Rotation Into Industrials
• NVDY: Nvidia Volatility Surges, Putting The Spotlight On This Covered Call ETF
• IWO: Unconvincing Small Cap Growth ETF
• FVD: A Low-Volatility Play That Might Surprise In A Correction
• HYGH: Removing Rate Risk, Keeping Credit Risk
• Caesars: Sector Leaders In A SWOT Analysis Turn Up A Strategy Insight
• 5 Best CEFs This Month For A 9% Yield (April 2024)
• NTSX: Stock-Bond Correlation Suggests Caution, But Reason For Optimism Ahead
• S&P 500: Why And How I've Prepared For A Crash
• RFI: Similar Yield To Other Cohen & Steers REIT CEFs, Yet At Lower Risk
• GHY: A Great Way To Diversify Away From The United States With An 11% Yield
• FEPI: A Covered Call High Yield Tech Play
• IGA: Attractive Discount Remains With A Switch To A Monthly Distribution Plus A Bump
• THQ: Collecting A High Yield From Increased Medical Spending
• SPYI: A Fund With The Right Options Strategy For This Market
• The High Dividend Factors Leads Lately, But Risks Remain With SPYD
• Is OMFL's Approach Really A Game Changer? Conviction Without Certainty
• IGA: This 12% Yielding Global Equity CEF Now Pays Monthly
• CEF Weekly Review: Funds Are Shifting To Monthly Distributions
• VRIG: Reasonable Pledge To Sill High Interest Rates
• CLOI: Strong CLO ETF, But Better Choices Out There
• THNQ: AI Not As Hot A Sector As You May Think
• SPYI: Now Is The Right Time To Enter This Double Digit Yielder (Rating Upgrade)
• 'Higher For Longer' Redux Implications For Income Portfolios
• LONZ: Under The Radar Fund From PIMCO, 7% Yield
• MDY: A Bet On The Return Of Mid-Caps
• FUTY: Utilities Dashboard For April
• No Reason To Buy TSLY
• SEIX: A Solid Play On Floating Rate Senior Loans
• DIV: Why You Should Be Cautious Of The Dividend Yield Trap
• BCAT: Attractive Discount And Activist Pressure Heating Up
• LQD: Quality Bonds Still Face Inflation And Fed Headwinds
• Stock Selection Drives Q1 Performance
• SDS: Geopolitical Uncertainity Driving This Higher (Technical Analysis)
• XBI: 3 Reasons To Buy The Pullback And Hold This Biotech ETF Forever
• On The Private Markets Racetrack, A Fund-Of-Funds May Help You Win
• U.S. Weekly FundFlows Insight Report: Money Markets Report Weekly Outflow Of $118.5 Billion, Third Largest On Record
• Looking Back At Equity Factors In Q1 2024 With WisdomTree
• PIMCO CEF Update: PDX Allocation Starts To Move
• COWZ Vs. COWS Vs. VFLO: Battle For The Future Of Value Investing
• SCHD: I Own This ETF And Sleep Like A Baby
• Market Correction Expected: 20 Stocks To Buy If It Worsens
• VAW: Materials Dashboard For April
• REET: Global With A Big U.S. Tilt
• VGT: This Is The Problem With Buying At Record Valuations
• METV: Metaverse Stocks Turns More Expensive Amid Weaker Momentum (Rating Downgrade)
• EEM: Avoid This Fund For Now
• FTQI: Poor Structure To Extract Dividends From The Nasdaq, 11% Yield
• Netflix Q1 Results: What Happened
• PHT: Two Concerns, But Otherwise A Very Good Junk Bond Fund
• AIEQ: Time To Give This AI-Powered ETF The 'Old Yeller' Treatment
• VPU: Utilities Are Still A Way To Balance My Portfolio
• PGF: Only If Bullish On Financials And Falling Rates
• Eaton Vance's ETY Is The Cream Of The Option-Income CEF Crop
• Final 4 Financial Literacy Tips
• DBB: The Case For Copper, Aluminum, And Zinc
• ASML's Supply Chain Excuses Over The Past 3+ Years May Actually Prevent A Revenue Meltdown In 2024
• FEPI: This Fund Has A Great Strategy For Investors Seeking Consistent Income
• SCHD: No Interest Rate Cuts Expected Soon
• PFFA: Buy The Dip
• AMZA: Taking Stock Of The Recent MLP Pullback, Reiterate Buy
• EZA ETF: South Africa's Election Looms
• IQLT: Quality, International, And Diversified Right
• EEM ETF: Best To Wait On The Sidelines For Now
• CAPE Is High: Should You Care?
• Short-Duration: Key Driver In Fixed Income Q1 Performance
• FDIS: Consumer Discretionary Dashboard For April
• GLO: Much Improved Vs. A Year Ago, But Some Concerns Persist
• The AI Hype Cycle
• EWY: Won Should Improve, Hawkishness Helps Financials
• FLOT: No Rate Cuts In 2024 Favor This Fund (Rating Upgrade)
• EWQ: Resilience In The Eurozone Despite Headwinds
• DTD: Not The Most Ideal Pick
• NUGO: A Concentrated Large-Cap Active Play
• FIDU: Industrials Dashboard For April
• DXJ: A Great Fund At A Bad Price
• VXX: Time For A Hedge?
• CET: Overweight Insurance Exposure Warrants Caution
• COWZ: Great Time To Buy This Defensive ETF
• ARKK: The Real Rate Rebound Is Bad News For Cash-Flow Negative Stocks
• AI-Driven Spending Boom Is No Dot-Com Bust For Investors
• TDF: China Equities CEF With A Large Discount To NAV
• PBDC Vs. BIZD: Which BDC ETF Is Best For Income Investors And Retirees?
• Unlocking India's Potential Through GARP Investing
• VOO: 2024 Return Projection Based On Excess CAPE Yield
• SMIN: Forget China, India Is Still The Way To Go
• Emerging Markets - A Changed Asset Class?
• The VanEck BDC Income ETF: Fears Are Overblown, This Fund Is A Buy
• RSPS: Consumer Staples Dashboard For April
• FBCG: A Large-Cap Play That Got It Right With Nvidia
• TAN: Current Macroeconomic Difficulties Will Not Stop Long-Term Growth
• SPY: Ignore The Noise And Buy The Dip
• KSM And KTF To Terminate
• JPIE: A Promising Active Bond Fund
• CWS: The Strategy Still Lags The Market
• ICSH: A Good Cash Alternative
• DGRW: Fundamental Drag Is Confirmed And There Is Still No Reason To Go Long Here
• FHLC: Healthcare Dashboard For April
• Cohen & Steers Total Return Realty Fund: The Fund's Lack Of Leverage Is Paying Off
• PTA: This Fund Could Be Vulnerable To A Market Correction
• VGK Vs. QQQ: How Europe's 'GRANOLAS' Could Outperform The US 'Magnificent 7'
• ARK Innovation ETF: Recent Returns Do Not Justify The Risk
• SILJ: There Is Still Time As Silver Experiences A Bullish Breakout
• QTEC: Technology Sector Dashboard For April
• Weekly Closed-End Fund Roundup: Voya Option Income CEFs Go Monthly (April 7, 2024)
• The TLT May Drop Further Amid Higher Inflation And Term Premiums
• SOXQ: Cheap Exposure To Nvidia, Broadcom, And Other High-Quality Semiconductor Stocks
• Iran Attacks Israel - How Could Markets Be Impacted?
• FLTW: Exposure To A Critical AI Supply Chain Link
• IJJ: No Compelling Reason To Choose This For Mid-Value
• SQQQ: How Value Investors Can Bet On Mean Reversion
• VOO: Prepare For A Downturn With These Tax Loss Harvest Partners
• CLOU: Cloud Computing Trends Are Gaining
• Financial D-Day And The Rise Of The Gold Vigilantes
• NAD: Barely A Dip Reflects Underlying Strength
• TAN: Solar Stocks Slump To Key Support As Rates Jump
• XLU: The Near-Term Outlook For The Utility Sector Is Not Promising (Rating Downgrade)
• BINC: Attractive Fixed Income ETF From BlackRock (Rating Upgrade)
• With Breakevens At 2.4%, TIP Looks Better Than Treasuries
• Don't Fear Leveraged ETFs Like TQQQ - Learn To Hedge Instead
• MUNI: A Strong, Active Municipal Bond Play
• QUAL: Strong Performing Quality ETF, But With Notable Downsides
• TDV: Tech ETF With Dividend Focus Is Not A Good Buy
• AOA: Passive Bond-Equity Allocations Are Questionable
• AVUV: The One Actively Managed Fund That I Like
• SVOL: I Am Pleased With The New Holdings (Upgrade)
• EWM: Not A Lot Of Light At The End Of The Tunnel For Malaysian Stocks
• XLK Technology SPDR: Headwinds Are Growing
• USD: A Higher-Risk Alternative To SMH For Nvidia Bulls
• YMAX: It Has A Place In Your Portfolio But Likely A Small Place
• IGR: No Near-Term Upside Catalyst, But The Fund Did Cover Its Distribution Last Year
• VUG: The Explosive Potential Hidden In Money Market Funds
• FV: Examining The First Trust Dorsey Wright FOF ETF
• YMAX: Beware The Hype
• JPC: Attractive Dividend Of 8.2% With High Skew To Upside Scenario
• TMFC: No Fooling, This ETF Is Worth Considering
• Omit The Inflated Valuation Of Top-Tier Chip Makers With XSD
• CGGR: Growth With Less Tech, And A Winner
• U.S. Weekly FundFlows Insight Report: Short/Intermediate Investment-Grade ETFs Set Record Weekly Inflows, Attracting $3.5 Billion
• Portfolio Review: The Cat, The Tortoise And Me
• Apollo Tactical Income Fund: Use This Tactical Opportunity To Increase Your Income
• FNDA: A Solid Small-Cap ETF
• ROBO ETF: A Diversified Investment Into The Future
• RDIV: Contrarian Dividend Play Investors Have Reasons Not To Buy Into
• QQQY: A Decent Fund With Some Risks That Should Outperform This Year
• IYR: Real Estate Has Too Many Clouds For Me To Get Bullish
• RSPG: This Energy Fund No Longer Offers An Attractive Entry Point (Rating Downgrade)
• FCT: 11% Yield, Monthly Payer
• BME: Discount Widens Substantially Creating An Opportunity
• 4 Closed-End Fund Buys In The Month Of March 2024
• CII: Yield Is Low At 6.25%, But Still A Worthy Income Investment
• NCZ: Good Concept, But This Convertible Fund Does Not Measure Up
• International High Dividend Stocks Turning The Relative Corner, DTH A Buy
• Is It Time To Swap BRW For SABA?
• 3 ETFs To Avoid, And Their Replacements
• IYY: Nothing Unique Here
• QQQ: The Big Tech Is Fundamentally Vulnerable
• SPHD: High Dividend, But There Are Better Options
• BSTZ: Why This CEF Is Outperforming The Sector
• PGJ: Downgrading To Hold
• EWG: Not The Right Time, And Better Options
• BKLN May Deliver Sub-Par Returns In 2024
• ETF Analysis: Do Historical Returns Predict Future Returns?
• SCHD: Left Behind By The Generative AI Hype, Buy For Long-Term Diversification
• HYT: Leveraged High-Yield Bond Fund Faces Trifecta Of Headwinds
• CEF Weekly Review: Some Funds Are Locking In High Leverage Costs
• How To Navigate The Ever-Changing Bond Landscape: The Barbell
• Three Months In: Which Bitcoin ETF Is Best For You?
• Does A Stock's Price Influence Its Risk Profile?
• Will The Growth Of Indexing Lead To Its Downfall?
• AIQ: Riding The AI Growth Wave
• VTWV: Small-Cap Value Needs Large-Cap Growth Rotation
• Looking For Potential Opportunities In Infrastructure Investing
• HPS: Extremely Expensive Preferred Stock Fund That May Be Riskier Than Assumed
• Short HYG: High-Yield Spreads Are Likely To Widen
• EZA: Plentiful Risks In Africa's Powerhouse
• 'Warcraft' Return To NetEase Signals Extension Of China's Gaming Relaxation
• PDI: 14% Dividend Is Not Enough
• IDMO: International With A Momentum Tilt
• SLV: Silver Has Broken Out (Technical Analysis)
• BND: Your Money Deserves Better
• Can ETFs And Stocks Coexist In A Portfolio?
• Is March 2024's Equity Performance Telling Us It's Time For Value?
• IDMO: As I Suspected, Timing Is Everything For This ETF
• BULZ: A Leveraged Play On The Magnificent 7
• IVE: Solid Value ETF That Is A Bit Pricey
• SCHP: Offers Compelling Value Here
• JVAL: A Smart Approach To Value
• Here It Is! My 20-Stock 6-Figure Market-Beating Dividend Portfolio
• XLK: There Is Too Much Risk To Be Buying Now
• The Handoff To Normal?
• BKHY: Screening Out Overpriced Credit Risk
• Tradeweb Exchange-Traded Funds Update - March 2024
• UVXY: A Second Quarter Play On A Market Shift
• USFR: With The Market In Turmoil, Floating Rate Treasuries Deliver
• REMX: This Rare Earth And Metals ETF Appears Poised For A Breakout
• VYM Continues To Rally And Can Climb Higher While Outpacing SCHD
• KYN: Decent, But Maybe Not The Best Fund In The Sector
• EPI: A Standout 'All-Cap' India Play
• An Update On REMX: Really A Lithium ETF
• VEU: An Easy Way To Access International Markets
• PAPI: A New Call Writing ETF
• SMID-Cap Moat Companies Shine In March
• DFP: Preferred Fund Raises Distribution After A Series Of Cuts
• XLE: Implication Of $100+ Per Barrel Oil Price On Energy Stocks
• TQQQ: Now Is The Time To Consider Accumulating
• DGRO: A Broadening Into Cyclicals Helps, But Near-Term Caution Signs Rising
• BUZZ Investing: Echoes Of 'Mission Accomplished' Amid Inflation Battle
• IUS: A Superior Large-Cap Value ETF
• Being 'Cheap' Doesn't Always Mean Offering Value
• Tailwinds In Tech
• Turtle Returns: The Hare And The Tortoise
• PFF: Bigger Is Not Always Better
• SLVO: If You Are Looking For A Rally In Silver, SLVO Is Not The Answer
• DUSA Has Hit Its Stride, But Concerns Remain
• UTF: Attractive Long-Term Infrastructure Exposure Providing A Monthly Distribution
• FNDA: Reasons To Add Small Caps, But These Other Funds May Outperform
• VIGI: The Underperformance Is Significant
• VYM: Inflation Has Improved Its Timeliness
• FBT: An Equal Weight Way To Play Biotech
• PTY: Monthly Paying CEF That Could Benefit From Rate Cuts
• PGJ: Good Fund But Heavily Concentrated In China Consumer Plays
• MSOX: Maximum Leverage On Cannabis, How To Play It
• SCHB: Nothing Special As A Total Stock Market Proxy
• QQQ Shows 6 Of The 7 Bubble Signs
• NXG: It's Time To Trim This One
• OIH: Moving Higher With Crude Oil
• JQUA: Quality Defined
• SPE: A Diversified Fund Trading At A Significant Discount
• DIVO: Higher For Longer And Elevated Volatility Make It A Buy Now (Rating Upgrade)
• Infrastructure Investing: Both Too Much And Too Little
• IWN: Appealing Valuation, Underwhelming Performance
• Springtime For Japanese Stocks
• IYW: Strong Fundamentals Behind Tech Sector Growth
• QYLD: Opportunity Cost May Not Outweigh The 11.55% Yield For Income Investors
• Large-Cap And Growth-Oriented Funds Underpin Another Strong Quarter For Equities
• 8-10% Yields: 4 Monthly Dividend CEFs To Buy In April 2024
• FYLD: Searching For Income Via Shareholder Yield
• Margin Debt Surges As Bulls Leverage Bets
• GLD: Short-Term Overbought But Long-Term Buy Thesis Intact
• IEUR: An Ideal ETF For Top European Stocks With A 3% Yield
• Rose's Income Garden Portfolio With 7 March Dividend Raises/ Portfolio Yield 6%
• DBMF: A Trend Following Hedge Fund In An ETF Format
• OILK: Iran Risk And Global Demand Make This A Good Fund To Consider
• BAB: A Muni Bond Play, But Suboptimal Results
• TDIV: Technology With A Dividend Spin
• IVW: Growth ETF Lagging Its Peers
• VGK ETF: Not The Best Time To Enter
• QQQI: A High-Yielding, Tax-Efficient Income Investment I'm Keeping My Eye On
• XLF: Why I Downgrade It To Hold
• VO: Mid-Caps Look Better Than Large-Caps, And So Does This Fund
• NOBL: Dividend Aristocrat ETF That Underperforms Alternative Funds
• DSTL: Distillation At A Price
• KWEB: A Compelling Valuation, But The Technicals Must Turn Around
• FLBR: Exceptional Value Threatened By Lula's Long Arm
• PFF: Attractive 6.5% Yield To Diversify, While Introducing Price Appreciation Potential
• ECF: Convertible Exposure At An Attractive Discount
• 13% Yield Portfolio Matching The Market In Total Return
• DFSV: Affordable, Actively Managed Small-Cap Value ETF Worth Watching
• Exploring The T. Rowe Price Floating Rate ETF
• Asset Class Scoreboard: March 2024
• Growth Vs. Profitability In Software - Critical Context For Valuations
• Beyond The Rally: Why SCHD Remains My Top Pick Over FDVV
• Revealed: My 10 Stock Portfolio For Dividends AND Growth!
• GRPM: Mid-Cap And Uncorrelated
• GGN: Perfectly Tracking Fundamentals
• VHT: A Cheap And Easy Way To Access Healthcare
• MORT: The Risks Outweigh The Prospects
• IBIT: Upcoming Halving Has Long-Term Gains For Bitcoin And This ETF
• XLRE: Quality Beats Quantity Once Again
• HNDL: Good Diversified Multi-Asset Class ETF, But Better Choices Out There
• SRLN: Better Alternatives Exist In The Leveraged Loan Space
• The Case For Simpler Due Diligence
• ASGI And BUI: Still Conservative, Still Attractive For 2024
• ERX: Turbocharging The XLE
• Eaton Vance Raises Distributions On All Equity CEFs
• VOOV: A Decent Passively Managed Value ETF, But Not The Best
• GLD ETF: I Expect More Upside Potential For Gold
• FDVV: Lack Of Clear Focus Makes This A Subpar Choice
• MXI: Global Exposure To Materials As Commodities Turn
• XFLT: Fund Your Retirement Income With This 14% Yielding CEF
• Playing Demographic Divergence Now
• If Korea's Stock Market Follows Japan, Many Emerging Markets Funds Won't Have It
• GOVZ: Zero Rate Cuts And More Pain For Treasury Bonds
• UCO: After The Run-Up, I'm Limiting My Expectations (Rating Downgrade)
• The Optimal All-Weather Portfolio: March 2024 Update
• IWM A Bargain As The S&P 500's P/E Hits 21x
• IShares Spring 2024 Investment Directions
• CALF: Owning The Best Small Caps For An Impending Breakout
• Broaden Your Investment Horizons
• About The Absurdity Of Attempting To Predict The Future - Part 2
• KBWY: Wasting Capital In Risky REITs To Pay An 8% Yield
• 3 ETFs For Short-Term Risk-Averse Investors
• VOX: How Meta, Alphabet, And The Streaming Industry Could Outshine The Market
• SPDG: A Newer Dividend-Focused ETF Worth Some Attention
• FFC: Leveraged Bank Preferred Equity In Need Of Lower Rates
• DSI: Nothing Compelling Here
• IAT: Caution Still Warranted On Regional Banks
• EWI: When In Rome, Proceed With Caution
• XLP: Expensive With Underperformance Risk
• SPE: This CEF Remains Attractive And Provides A Monthly Distribution
• SGOV: The Federal Reserve May Not Cut Rates In 2024
• Watch Out Below? A Steep Market Correction Could Ruin SOXL Returns
• IDHG: A Good International Currency Hedged Fund
• KBWD: Too Many Red Flags For This 11% Yield
• Better Than Venture Capital: Why I Choose VGT Over Its Top Holdings Or QQQ
• ETW And EXG: Globally Diversified Call Writing Funds
• BITO: A Strong Buy Ahead Of The Halving
• U.S. Weekly FundFlows Insight Report: Led By International Multi-Cap And Japanese Funds, International ETFs See 15th Straight Weekly Inflow
• VGLT: Buy Duration To Lock In A 4.5% Yield And Possibly Significant Capital Gains
• ETY: 9% Income Yield, Paid Monthly, But Is It A Good Investment?
• Destiny Tech100 Inc. Rose 800% In Just Days, So Here's A Closer Look At It
• U.S. Oil Fund: Time To Take Profits (Rating Downgrade)
• PTY: Strong Gains Despite Worsening Prospects, Time To Rotate Out
• AI Momentum Takes A Breather, Spotting A Buying Opportunity In WTAI
• Gold Soars, Miners Lag: Why I'm Very Bullish On The GDX Breakout
• IDOG: A Great International Fund With Yield
• ASHR: China May Finally Be 'Investable' Again
• QQQY: Still A Mammoth Yield Of 57%, But Risks Remain
• PMF: My View Is There Are Modest Returns Ahead For This Muni Fund (Rating Upgrade)
• MCI: Contains Junk Rated Debt That Outperforms The S&P In Total Return
• UTG: Recent Fed Decisions Highlight Why This Fund's Strategy Isn't Working
• COWZ: Invest In Cheap Cash Cows
• CEF Weekly Review: Why NAVs Underperform Benchmarks
• RA: Reiterate Avoid Recommendation
• Global Equity Valuations: Pockets Of Opportunity
• DSTL: With A Solid Share Of Holdings Replaced, This FCF Strategy Remains A Buy
• DFAI: International Exposure From A Top Fund Issuer
• XLE: 2 Oil Trades To Hedge A Broader Middle East War And Politics
• PPLT: Why I'm Backing Up The Truck On Platinum
• USO: Oil At A 6-Month High And Trending Higher
• MJ: Over Diversified Cannabis ETF, But Still A Solid Pick
• XME ETF: Strong Performance As Gold Surges
• Brookfield Real Assets: 10% Yield And A Large Discount Are Not Enough
• PDO And PDX: Delivering Monthly Income To Investors
• BME: Trading At A Historical Discount To NAV
• Calamos Investment Team Outlooks, April 2024
• How Mega-Forces Will Reshape The Macro Regime And Investing
• LVHD: This 4% Yielding Low-Volatility ETF Keeps Lagging The Market
• SCHD: Portfolio Rebalances Are Part Of The Process
• Tesla's Troubles Signal A Speed Bump For Investors In The EV Story
• IUSB: The Bond Market Looks Attractive
• BNDX: A Bet On Falling Interest Rates And Nothing More
• DGT: A Good Way To Access The Globe
• ARKW: Big Bet On Crypto Shifts Risks Beyond Internet Stocks
• HPF: Very Good Fixed-Income Fund, But Could Be Overpriced
• ETFs Which Have The Best Chance Of Outperforming For The Rest Of 2024
• MOAT: Downgrade On Valuations
• FXI: A Value Trap
• Oil E&P Stocks Breakout, Riding The IEO Energy Train
• Gold: Double-Edged Sword, And Why UGL Is My Weapon Of Choice (Technical Analysis)
• SPYX: Not Enough Environmental Concern To Make It Worth It
• Why Investors Need Inflation Protection Now
• Living Leveraged: Aggressive TQQQ Strategy With Protection
• ECF: Very Attractive Yield And Valuation, But Performance Disappoints
• EOI: Targets Met, Moving To Neutral (Rating Downgrade)
• Rethinking Income Investing: Why I Sold SCHD And Won't Touch REITs
• USOI: Crude Oil Covered Call Fund Delivers
• SPHD: Too Low Dividend To Justify The Opportunity Cost
• A Broadening Rally Doesn't Help MGK As Momentum Dips
• Keeping Up With The Nasdaq 100 Index
• BIL: T-Bills Are Good, But These Funds And Asset Classes Are Better
• PFFA: This Preferred Stock Fund Is Set To Shine
• VWO: An International Investor's Perspective On Avoiding Emerging Markets
• IYW: A Reliable Long-Term Investment
• VRIG: For Those Expecting Higher For Longer
• CEF Insights: ASA Gold Mining Opportunity Needs Shareholder Support
• SPHY ETF: Be Very Careful (Rating Downgrade)
• FLQM: A Multifactor ETF With Numerous Nuances
• BOIL: That Time Of The Year Again, Seasonality Heating Up
• BKT: Understand What You Are Buying, MBS Will Likely Deliver
• PFFA: A View From The Top
• The Art Of Selling Stocks: A Q1 Portfolio Review
• FTGC: Active Commodity Exposure That Works
• DIVB: A Well-Diversified, Low-Cost Total Shareholder Yield ETF Worth Watching
• NULG: ESG-Focused But Tech Heavy
• LDP: Performance Is Interesting, But There Could Still Be Risks
• VNQ: Portfolio Holding Shifts Improve This ETF [Upgrade]
• XSHQ: A Quality Approach That Works For Small-Caps
• FPF: Valuation Isn't Too Attractive Despite Higher Distribution For 2024
• FLIN: Ride This Ultra Low-Cost ETF Into India's General Elections
• Rising Noise Levels Put Eurozone Equities To The Test
• Rare Opportunity In The Columbia Seligman Premium Technology Growth CEF
• Four Reasons To Consider Value Investing Now
• First Look At The BUCK ETF From Simplify
• TLT: The Fed Is Desperate To Cut Rates, This Bond ETF Could Soar
• HYLB: Good, Cheap High-Yield Bond ETF, But Better Choices Out There
• VanEck Retail ETF: The Landscape May Turn
• Closed End Funds That Offer A Discount To Reinvest
• VNQI: Asia-Pacific And Europe Will Likely Offer Meager Real Estate Performance
• Eagle Point Credit: Earn A High Yield From CLOs
• VTI: U.S. Stocks Too Hot As Q2 Gets Started, Sentiment Soars
• SVXY: More Aggressive Version Of SVOL
• TUA: When Facts Change (Rating Downgrade)
• TLTW: Not The Right Way To Trade Long Rates Or Volatility
• JEPI: Not Working Out As Expected
• Moving Out Of QQQ And Into SMH As Magnificent 7 Shrinks
• ARKX: Space Is A Big Place To Invest In
• Staying Nimble While Seeking Income
• ARKQ: Active Hasn't Helped Relative To Passive Alternatives
• AOD: Long-Term Performance Problems, But A Decent Dividend Fund
• GLIN ETF: Not The Best Way To Play India
• PALL: Palladium Recovers, More Technical Upside Potential
• IOPP: Investing In India With A Hedge Fund Manager
• Kicking Off 2024 With An Excellent Q1
• THD: Thai Equities Are Still Too Pricey
• Market Corrections Matter More Than You Think
• XIU: Canada's Market Lags The United States For Good Reason, But It Won't Last Forever
• QDPL: S&P 500 With 4x Dividends, How Does It Stack Up?
• AOK: Worst May Be Behind
• JEPI: Probably Better As A Hedge Than Your Main Play
• Buying All-Time Highs The Right Way
• Equity Investing: A Strategic Mindset For A Changing World
• BCD: Ride The Resurgence In Commodities
• VTI: Why We Like Total Market Better Than S&P 500
• TLT: Treasury Volatility Cools With Rate Cuts On The Horizon
• QCLN: Speculating With This High Risk, High Reward Renewable Electricity ETF
• AIQ: Portfolio Mismatch Due To Stock Selection Methodology
• PFM: Discussing The Impact Of Reconstitution
• URNM ETF: A Good Opportunity To Load Up Again
• USXF: Beating Its ESG Peers In 2024
• March AAII Asset Allocation Survey: Equity Allocations At A 2-Year High
• PFM: Good For Dividend Exposure Overall
• EDIV: Getting Paid To Wait For An Emerging Market Cycle Change
• NIE: This CEF Is A Surprisingly Good Equity/Convertible Offering From Virtus
• QDPL: Basically The S&P 500 But More From Yield
• MXF: Expect Consolidation For Mexico Stocks As Worries Emerge In 2024
• QTUM: Strong Returns And Favorably Valued Through An Equally Weighted Approach
• PBE: Biotech Could Be Next Big Winner
• XLK: It's Tech's Time To Shine Again
• SPSM: Small-Cap U.S. Equities Are Modestly Undervalued
• The Energy Sector Looks Ready To Break Out Towards All-Time Highs
• OCCI: Income Chasing, Now With A 16% Yield
• ASG: Underperforming The Large-Cap Indices, But Smaller Companies May Eventually Win
• ANGL: Fantastic Fallen Angel ETF, Outstanding Performance, Average 5.4% Yield
• VFMF: Multifactor ETF With Attractive Fundamentals, But Lagging Competitors
• ISCG: Nothing Special Among Small-Cap Growth Funds
• BUCK: Simplify's Cash ETF Catering To Conservative Investors
• WCLD: Small Cloud Companies Tread Water Amid Sector Rotation
• KLIP: Continue To Avoid This Amortizing Fund
• VNQ: The Most Attractive Sector On Our Radar
• SPXS And SDS Drifts Compared, And Leveraged ETFs Dashboard
• INFL: For Re-Accelerating Inflation
• MHF: A Look At The 6% Tax Advantaged Yield
• VNM: The Go-To Vehicle To Capture Vietnam's Upside
• Fidelity's FLRG Okay But Not A SPY Replacement Or Alpha ETF
• The MaM Portfolio: 2024 Q1 Update
• Utilities Are Breaking Out: 4 Reasons To Buy XLU
• IGPT: Just Another Large-Cap Tech Fund By Another Name
• IGV: Priced For Perfection At Technical Resistance (Rating Downgrade)
• BGH: The Corinthia Corporate Raid Could Damage This Credit Fund, Buyer Beware
• IVV: S&P 500 Dashboard For April 2024
• SGDJ: Cheap Valuations And The Gold Tailwind Make This Attractive
• FEPI: Above Average Yielding Covered Call ETF With A Nuanced Focus
• NBXG: Deep Discount Remains On This Tech-Heavy Fund
• CEF Weekly Review: The Benefits Of An Open-Ended Fund Merger
• U.S. Weekly Fund Flows Insight Report: Core Bond Funds See 21 Straight Weeks Of Inflows, Backing The Short/Intermediate IG Group's Success
• PAXS: PIMCO's Newest Closed End Fund Continues To Deliver
• LQD ETF: Unlock Asymmetrical Duration Exposure
• LQD ETF: Unlock Assymetrical Duration Exposure
• ACWI: Balanced Exposure To Global Markets Is Mature, But Reward Looks Unattractive
• RING: Gold Miners Are Too Detached From Gold, Time To Buy
• VYMI: Solid Mix Of Positive Qualities Among International Dividend Funds
• DIVO: Great Alternative Dividend ETF To SCHD
• VYMI: Foreign Blue Chips Participating In The Rally, More Upside Expected
• SPBO: High Quality Corporate Bond Exposure In A Single Fund
• AVES: Seeking Value And Profitability In Emerging Markets
• China's Long Game
• IVV: The S&P 500 Is Not Expensive
• SGOV's 5% Yield Is Dropping Soon, I'm Locking In My Rates Now (Downgrade)
• PYLD: A Go Anywhere Active Bond Management
• EVG: This 9% Yielding CEF Is Finally Attractive
• ERH: Utilities Are Struggling, But This CEF May Work As A Fixed-Income Alternative
• BANX: Higher For Longer? No Problem
• MLPX Versus XLE: Which Of These Energy ETFs Is Best?
• SOXX Begins To Exhibit Some Bubble Signs
• AGQ: A Levered Catch-Up Trade On Silver
• SPHY: Junk Bond Spreads Are Far Too Low Given Debt Maturity Wall
• FEN: Impending ETF Conversion Makes This Fund A Good Short-Term Play
• EWH: China Remains The Contrarian Trade
• KOLD: Don't Warm Up To It
• The Quality Closed-End Fund Report, March 2024
• CCD: Widening Premium To NAV Increases Risk
• Weekly CEF Roundup: First Trust MLP CEF Mergers Approved, Saba Buys BSTZ, PDX Goes Monthly
• ZTR: Tender Offer Quick Notes
• XPH: A More Balanced Way To Get Exposure To Pharmaceuticals
• When To Cash In On Your Winners
• BSJS Vs. IBHH: Comparing 2028 HY Corporate Bond ETFs
• VYM: Better Positioned But Still Likely To Underperform The Broader Indexes
• Should You Diversify Your Portfolio By Industry Or Sector?
• DHF: Remains A Fair Choice In The High-Yield Space
• PSCH: The Small-Cap Health Care Catch-Up Trade
• FNDF: Beating The Benchmark, But Average Among Peers
• EAD: This CEF Should Be A Good Source Of Income If The Bond Market Holds Up
• Discipline Drives Energy Deals
• Catch The Medical Breakthroughs With The IBB ETF
• FLRT: No Longer An Attractive Entry Point (Rating Downgrade)
• Commodities Are On A Roll, Playing The Upside Through PDBC
• IWMY: Capitalizing On The Potential Bull Run In U.S. Small Caps
• SDVY: DGI Investors Should Avoid This Small/Mid-Cap Rising Dividend Achievers ETF
• PSI: A More Diversified Semiconductor Fund
• EWA: Not Ready To Hop Down Under Just Yet
• RFG: Investors Should Consider Disadvantages Carefully
• How To Build A Portfolio With Four ETFs: Part II
• QYLD: Risks Outweigh Upside Potential
• VXUS: Why Buying The International Haystack Does Not Generate Alpha
• VSS: Super Diversified International Small-Cap Exposure That Beats The Rest
• PAVE: Infrastructure Stocks Pave The Way To New Market Highs
• PRF: Absolutely A Fund To Consider
• ITA: Boeing Allocation Dims Outlook For This Defense ETF
• CPZ: Very Unique Strategy, But No Reason To Buy This Over An Index
• VCLT: Corporate Bond Investors Need To Look At This Chart
• It's Selling Season For The Russell 2000 And ETFs That Track It
• FCG: EVs And The U.S. 'Grid' Will Maintain Demand For Natural Gas
• If Risk-On And IPOs Are Back On, NBXG Is A Must Buy
• 3 Investment-Grade ETF Buys, With Yields Up To 8.0%
• Navigating The Yield Curve With TBIL: The Case For Short-Term Bonds Remains
• VCLT: High Quality And Worth A Look
• FM: The Emerging Of Emerging Markets
• Japan's MTICCC Takes Center Stage
• DFIV: When Value, Growth And Yield Come Together
• JRI: Good Income Play But Inflation Protection Could Be Better
• BUZZ Investing: U.S. Markets Climb Amid Crypto Rally
• RQI: Solid Closed-End Fund For REIT Exposure
• UTF: Time To Consider A Leveraged Play On Utilities
• EWZ: High Return, Cheap Valuation And Prominent Position - Buy
• DRIV: Electric Vehicle ETF Passes My Road Test
• Bullish On Metals And Mining - Get Your PICK?
• FFA: If You Want To Buy Equities, Buy Them With A Discount
• XLV: Fundamentals Don't Support Overweighting Health Care
• EWW: No Wall Of Worry Here, Mexico ETF Still Looking Up
• FDVV: Good Dividend ETF, Sizable Tech Allocation, 3.3% Yield
• EWC: Canada Exposure With A Different Sector Mix Than The U.S.
• JEPI ETF: Don't You Dare Put All Your Eggs In One Basket
• EFT: A Good Floater Fund That Can Be A Hedge Against A 'No Rate Cut' Scenario
• IYE: Better Energy Funds Out There
• DJD: How About Them Dogs (Of The Dow) Giving SCHD A Run For Its Money
• SPXU: A Risky Bet On Perfect Timing And Rare Luck
• EIM: Distribution Bump But Still An Attractive Discount
• MOO: Diversified Exposure To Agribusiness
• FTEC: Concentration Increases Volatility
• STK: Dividends Are Not Worth The Investment
• Japanese Stocks Are Red Hot
• NFJ: Poor Performance, But The Portfolio Is Not That Bad For Today's Market
• Where This Market Is Going (Technical Analysis)
• SOXL: More New Highs In 2024
• Technical Measures And Valuations - Does Any Of It Matter?
• EPOL: A Matter Of The PLN
• QQQ: Prepare For Turbulence
• SMLF: A Small Cap ETF Beating The Benchmark, But Lagging A Few Peers
• That One Chart I Cannot Stop Thinking About
• What Shifting Expectations About The Fed's Next Move Could Mean For Markets
• HFRO: Preferred Shares Look More Attractive Than The Commons For This CEF
• FILL: A Global Energy Play That Looks More And More Appealing
• Equities Ride The Magnificent Seven Wave - Time To Diversify?
• The Remarkable Story Of Style Regimes: For The Data-Driven Investor
• IBB: Let It Rest
• Currency Hedging: A Tool To Reduce Risk
• FFLC: A Solid ETF For Low Risk Tolerance Investors
• Why We Stay Risk-On In The Short Term
• HYB: Attractive Valuation And Providing Monthly Income
• GUG: Potential Pressure On The Distribution, But The CEF Looks Decent Right Now
• 3 Value ETFs With Strong Returns And Upside Potential
• TDVG: Dividend Growth ETF Beating Its Peers For 12 Months
• XLE: Surging Oil And Gasoline May Send The Energy Sector To New Highs
• CSB: Unconvincing Performance, Questionable Quality, And Dividend Growth Nuances
• IFN: Avoid The 'Froth', But Buy The Dip
• SPHQ: High Quality ETF Designed For Long-Term Investors
• A Major Change In The Markets
• SMH: A 'Blow-Off Top' Pattern Forming (Technical Analysis)
• IGIB: BDC Bonds Offer Solid Income Alternatives
• SPY: 2 Opposing Forces
• About The Absurdity Of Attempting To Predict The Future
• USA: A Very Attractive Fund For Income Investors With A 9.5% Yield
• BBRE: A Good REIT Fund But Nothing Special Here
• IGLB: Duration An Issue Because Of Credit Spreads
• QQQ: Shift Investing Time Horizon To Longer Term
• HYI: This High-Yielding Junk Bond Fund Could Be A Decent Holding
• ARKG: Massive Potential, But Not Worth The Risk Yet For These 3 Reasons
• SPYV: A Big Sharpe Ratio YTD, Expecting The Blue-Chip Rally To Continue
• SOXX: Gain Broader AI Exposure, Amid Chip Recovery
• Cornerstone Total Return Fund: Building A Foundation For Income
• JOET: Quality, Equal Weight, And Worth A Look
• GDX: Back Up The Truck On Gold Miners For A Potential Gain Of 40%
• ADX: Take Some Chips Off The Table
• Big Yield, Big EM Alpha With DGS
• CGO: Good Portfolio, But Poor Relative Performance Plagues This Global CEF
• 5 Best CEFs This Month For 8.5% Yield (March 2024)
• IMCG: Mid-Cap Growth ETF Beating Competitors
• IJR: It May Be Time To Shine For Small Caps
• TLTW Is For Speculators, Not Income Investors
• TYG: Performance Laggard With No Near-Term Catalyst
• HERO: Good Theme But Depends On Cycle
• CLOA: AAA-Rated CLO ETF, Good 6.1% Yield, Strong Performance
• FIW: Water Is The New Gold, And This ETF Has The Golden Touch
• Enhancing Your Dividend Portfolio: The Strategic Benefits Of Investing In RQI
• PALL: A China Recovery Beneficiary
• XLE: Very Good News For Energy Stocks, A Buy
• VFLO: 5 Reasons I'm Buying This Dividend ETF For My Retirement Portfolio
• Small Caps Stall, But IJR's Valuation Remains Compelling
• CEF Weekly Review: Saba Takes The Gloves Off
• SMH: Nvidia Concentration Risk
• ITOT:  Not As Diversified As I Expected
• SCHG: Comparison Against 4 Leading Large-Cap Growth ETFs
• STK: Past Performance Is Unlikely To Continue
• TECL: This 3x ETF Is A Triple Threat To Our Wealth, Sell Rating Issued
• FPE: A Preferred-Focused ETF Better Than The Rest
• GNOM: Genomics Still Waiting For Its 'ChatGPT' Moment
• Reviewing Our Exposure To Small And Mid-Cap Regional Banks
• Invesco QQQ Trust ETF: Short-Term Momentum Is Coming To An End
• PSQ: My Top Hedge Idea For Your IRA And 401(K)
• CWB: A Useful Tactical Allocation Instrument
• SMH: Clues From Chart Suggest Q2 Caution Despite AI Euphoria
• GLTR: A Solid Basket Of Precious Metals At The Right Time
• EWL Offers Durability At A Cost
• RLTY: A Discounted CEF Providing Exposure To Beaten Down REITs
• High Quality: A 'North Star' Through The Market Cycle
• NMI: Why This Unleveraged Muni CEF Makes Sense Now
• JEPQ: 3 Reasons Why I Am Downgrading This ETF To Hold
• VIG: Largest Dividend Growth ETF, Good Strategy, Low 1.8% Yield
• Asset Allocation Insights - Quarterly Report: March 2024
• Natural Resources For Today And Tomorrow
• MEGI Vs. IDE: Discounted Infrastructure Funds Yielding 9-12%
• MGC: A Nice Balance Between Low-Cost, Mega-Cap Gains And Defensive Diversification
• Inevitable In India: Crowds, Cricket And Capital Gains Tax
• JEPQ Keeps Climbing While Throwing Off A 9% Distribution Yield
• U.S. Weekly FundFlows Insight Report: Equity ETFs Attract Largest Weekly Net Inflows Since Dec. 20, 2023 For Fund Flows Week
• India For The Long Run
• XSMO: A Small-Cap Outperformer
• BIL: Still Too Early To Divest, But Keep Tabs On It
• UAE: A Diverse Opportunity Set For Fair Value
• Our Thoughts On The Current Investability Of China
• VIXY: History Says Now Is The Time To Own Volatility
• PAI: Bonds And The Fed May Still Be Too Optimistic
• The S&P 500 Low Volatility Index: Currently Valued At The 99th Percentile Of Cheapness Relative To The S&P 500
• BST: Growth From Tech, Yield From Covered Calls, And Potential In The Private Sleeve
• ISD: Not An Attractive Entry Point At This Level (Rating Downgrade)
• SCHD: Reconstitution With Same Issues
• BSJS: Wait For A Better Entry
• RFV: Strong Value And Potentially The Right Time
• VIG: Annual Reconstitution Nets 25 New DGI Stocks
• SCHV: Unconvincing Value ETF
• CPER Provides Copper Futures Exposure
• OPP: Not The Best Time To Buy, Despite The Sizable Discount
• EDF: Emerging Markets Deliver The Goods
• HTD: Looking Like A Value
• A Sell Signal For CEF BIT: Its Historic High Premium (Downgrade)
• EIDO: Indonesian Stocks See Green Shoots After A Lost Decade
• 4 Steps To Reduce Risk In A Near-All-Time-High Market
• PFL: After A Big Run, I'd Be More Cautious Here (Rating Downgrade)
• CGDV: Strong Value ETF, Outstanding Performance, Below-Average Valuation
• PIMCO Update Feb 2024 | PDX Makes The Move, Valuations Remain Rich
• 4 Years Later: The Portfolio Decision I'm Glad I Didn't Make
• ACES: Yes, Clean Energy Investing Has A Bright Future
• XSW: A Software Play That Can Catch Up
• RFV: Deterioration In Growth Characteristics, Soft Quality Warrant Caution
• XMHQ: Focus On Quality = Exceptional Returns
• HYG: Mind The Gap Between Defaults And Credit Spreads
• PCN: Good Bond CEF With Fully-Covered Distribution, But Huge Premium Is Problematic
• FNGS: Too Much Of A Good Thing Adds To Downside Risk
• PID: An International Dividend Growth ETF With Little To Show
• The ARK Innovation ETF: A Second Lease On Life (Upgrade)
• XXXX Is Investing On Steroids: The Rise And Risks Of Leveraged ETNs
• CSHI: An Interesting Approach To Enhanced Income
• SPYI: Fund Your Retirement With This Diverse Covered Call ETF
• Looking Abroad: VEA's 13.5x P/E Remains Too Cheap To Bypass
• BMEZ: Higher Risk Healthcare Exposure With Potential For Higher Reward
• Diversification, Equity And Indices
• XLC: More Upside Is Ahead
• Bonds Still A Less Reliable Hedge
• Profiling A 'Real Assets' Portfolio During The Recent Inflation Surge
• Alternative Allocations: Private Equity - Secondaries Anyone?
• XYLD: Continuing To Climb Higher And Generating A 9.72% Yield
• UPRO: Use It Strategically For Upside Potential With Loss Protection
• Wait, Did Europe Really Outperform The U.S. Over The Last 3 Years?
• XBI: Biotech Is A Strong Buy As M&A Activity Picks Up (Rating Upgrade)
• XLC: Robust Outlook To Turbocharge Runway Potential
• PINK: A Compelling Opportunity To Invest With Purpose
• QQQ: No Bubble Due To Productivity Surge, But Downside Likely
• GSG: A Good Commodity Play, But Better Performing Options Available
• Clear Winner Between YYY And CEFS
• SPYI Is Proving To Be An Advanced Income Generating Solution, Yielding 11.62%
• XLI ETF: Seek More Aero And Defense Exposure
• NEAR: Revisiting This BlackRock Fund After The Mandate Change (Rating Upgrade)
• DGRW: High-Quality Complement To SCHD
• VBR: The Elusive Catch-Up Trade In Small Cap Value Stocks
• KRE: Other Shoe Likely To Drop, Sell Rating
• HDV: Great Fit As A Core For Income-Seeking Portfolios
• DLY: Improving Allocation And Navigating The Current Bond Market Environment Well
• WCBR: An Aggressive Pure-Play Cybersecurity ETF
• GCOW: A Big Energy Sector Bet Looks Less Risky Today (Rating Upgrade)
• CII: Appealing Long-Term Fund For Generating Attractive Monthly Distributions
• RSPU: Utilities Sector Dashboard For March
• DON: Monthly Dividend ETF You Should Avoid
• MSDL: Morgan Stanley Brings Its Expertise To BDC World
• PSCI: Industrial Sector Dashboard For March
• ProShares Ultra S&P500 ETF: Fear Not The All-Time High
• BNO: A Convenient Way To Play Resurgent Brent
• SPY: Assessing Economic Risks And Market Trends (Technical Analysis, Rating Downgrade)
• DAPP: An Overvalued Portfolio
• BOND: Does This Active Bond Fund Deliver?
• Innovation Or Tradition? Unpacking The Performance Of ARKF
• Scottish Mortgage: Still Cheap, But A Shift In Gear
• Why Stocks Can Survive Bond Market Bumps
• JNK: The Backdrop For Junk Bonds Has Moderated (Rating Downgrade)
• FXE: Contracting For The Next Big Move
• Why I Made 3.4% Yielding SCHD My Largest ETF Holding
• LQDH: A Corporate Spreads Play (Rating Downgrade)
• ROBT: Too Diversified For Reliable Alpha
• DFJ: Japan Is Different This Time, Consider Buying Small Caps On Dips
• AUSF: Interesting Multi-Factor Strategy, But Hardly Compelling Returns
• Passive Investing Is Starting To Break The Market
• SPY Is Expensive, But There Are Hiding Places
• IXJ: Healthcare Sector Dashboard For March
• Leveraging Silver With The SILJ ETF
• SCHD: Reconstitution But Familiar Names Remain, Still Generating Additional 'Income'
• High Yield Bonds Hit All-Time Total Return Highs, Weak HYG Risk/Reward
• ICVT: Could Be In Line For Growth
• IHI: Technological Advances Will Continue Carrying This High-Performing Medical ETF
• SCHD's Reconstitution Adds Too Many Stocks With Mediocre Quant Ratings
• U.S. And Japan: A Tale Of Two Overweights
• BMN: Attractive Discount And Starting To Employ Leverage
• SCHD: The Rebalance Is Complete
• PIMCO Dynamic Income Strategy Fund (PDX): New And Improved, Still Among Best-Performing CEFs
• Why 11%-Yielding BIZD's Run Of Beating The S&P 500 Is Likely Over
• FSMD: Strategic Beta Beats Market-Cap-Weighted, But It's Not Perfect
• FEPI: Good Covered Call ETF, But Better Choices Are Out There
• Tesla: The Ultimate Sentiment Machine (Technical Analysis)
• Australian Mid Caps: A Sweet Spot For Diversification And Historical Outperformance
• MGV: Large Value Makes More Sense Now
• URA ETF: Profit From AI And Bitcoin Through Uranium
• ACP: Credit As Good As It Gets (Rating Downgrade)
• SCHD: Why I'm Continuing To Invest In 2024
• ITB: 17-Month Rally Looks Overbuilt
• SWAN: Solid 2024 And Great Prospects, But Here's The Catch
• FXL: Technology Sector Dashboard For March
• SCHG: One Of The Best Choices For Growth Investors
• DON: A Confluence Of Bullish Factors Supporting Mid-Cap Dividend Stocks
• Value Stocks Up 8 Weeks In A Row, Stick With VTV
• VIS: Not Cheap, But A Solid Long-Term Fund For These Three Reasons
• FCO To BWG: More To Go
• UTF: 8%-Yielding Infrastructure Fund And Alternatives
• RLTY: 9% Income, Attractive Discount And Benefit From A Real Estate Turnaround
• RLTY: Invest In The Best Real Estate Stocks In 2024
• RWK: Targeted Mid-Cap Exposure
• SJNK: Short-Term High-Yield Bond ETF, Strong 7.3% Yield, Good Performance
• ETV: Attractive Monthly Distribution From This Tech-Heavy Fund
• EPHE: A Promising Prospect In A Tense Neighborhood
• CEF Weekly Review: Discount Tightening Is Hard (Ask Nuveen)
• BGX: Making All The Right Moves In Today's Market Environment
• VCR: Consumer Discretionary Sector Dashboard For March
• IBHE: 7.2% With 1 Year Bonds
• COWZ March Reconstitution: High-Quality Deep Value Play Remains
• CIK: This High Yield CEF Is Now Too Expensive
• High Risk-Reward: Deep-Dive Analysis Into The Volatile VanEck Semiconductor ETF
• Macro Risks Rise As S&P 500 Momentum Eases, Spotting VOO Support
• BDJ: Discount Staying Wide, Staying Attractive
• QYLG: A Good Transition Away From Straight Nasdaq With Some Downside Benefits
• Finding Pockets Of Growth In Europe's Overlooked Equity Market
• USD: Its Time Has Come And Gone
• Using The 4x SPX Fund XXXX To Build A 'Smart' Portfolio
• Balancing Defense With Growth (Part II): The S&P Quality Developed Ex-U.S. LargeMidCap
• Rising Titans: The Allure Of Emerging Market Corporates
• DGRW: A Dividend Growth Fund Needs A Growing Dividend
• CGDV: Top-Performing Dividend ETF With Excellent Earnings Growth Potential
• With Nvidia At $2 Trillion, Where Is The Risk Concentrated?
• BGR: A 6.14%-Yielding Energy CEF With A History Of Underperformance
• Indian Equities Remain A Bright Spot In Global Equity Allocations
• NANR: Hedging The Inflation Re-Acceleration
• EMXC: This Emerging Markets ETF Is Perfect For China Bears
• We're Avoiding Nightmares With SCHD
• STIP: Reasonable Gains Amid Inflation Uncertainty
• CEE: The Russian Catalyst Is Back (Rating Upgrade)
• IOO: Not International Enough
• Preferreds Look Attractive, But Mind The Financials
• February Portfolio: Dividends, Buys, And Sells
• 'No Landing' Scenario, Supercycles, Small Caps, And The S&P Market View
• How To Exit A Trade
• KCE: Poised To Continue As Markets Trend
• BGR: Bullish As Energy Sector Sentiment Turns Positive (Rating Upgrade)
• FSTA: Consumer Staples Sector Dashboard For March
• HACK ETF: Military-Grade Cybersecurity Has Become Crucial
• A Vote For Value Stocks In 2024
• Clouds Clearing In The Land Of The Rising Sun
• abrdn Global Infrastructure Income Fund: Global Infrastructure Finds Its Sweet Spot In 2024
• MCHI: Chinese Stocks Finally Get The Policy Green Light
• IWY Vs. SPYG, And Other Considerations For Prospective Owners
• Municipal CEF Sector Update: What We're Doing After A Roller Coaster Ride
• FTEC Vs. XLK: One Of Them Carries Excess Baggage
• VGT: High Growth, High Concentration
• Beyond The Magnificent Seven: Looking For Opportunities In Value Stocks
• KSA Benefits From Steps Towards Growing The Non-Oil Economy
• FMAT: Materials Sector Dashboard For March
• RLY: More Of A Cyclical Play Than A Portfolio Diversifier
• 3 Closed-End Fund (Plus An ETF) Buys In The Month Of February 2024
• JNUG: Weak Performance Could Be An Opportunity
• GDXJ: Another Rally, Another Tease, Stop Digging Here
• INDS: Focused Industrial REIT With Higher Total Return Potential But Somewhat Risky
• SVOL: Enough Complexity, Not Enough Benefits
• CDC: Revisiting This Once Top-Performing High-Dividend ETF
• GXC: A Long-Term Investment In China
• JPST: Good Short-Term Income Fund, But Not A Buy At These Levels
• SPGP: GARP Strategy Is Overweight The Energy And Materials Sectors
• SPGP: A Mixed Bag With A Higher Risk Profile
• DGRO Vs. VIG: Better Passive Dividend Income Snowball
• What If China Pulls Off A Rebound?
• VFVA: Actively Managed ETFs Are Not Always Better
• 4 Important Changes To My 4% Yielding Retirement Portfolio
• BBN: Inflation Is Persistent, Don't Get Carried Away With Leveraged Plays
• The Misunderstood Art Of Market Timing: How To Beat Buy-And-Hold With Less Risk
• TNA: Be Careful Should Small Caps Fail To Break Out
• TUG: A Tactical Fund That's Worth Looking At
• VBK: Pure Small-Cap Growth
• DSU: This Dynamic Credit Fund Is Positioned For 'Higher For Longer'
• Secondary Equity Issuance Announcements On The Rise: What It Could Mean For Investors
• Resilience In Uncertain Times
• URA: Is It Time To Buy?
• RYLD: Small Cap Implied Volatility Dips, Not Ideal For Selling Calls
• SCHI: Taking Issue With Credit Spreads
• TCAF: Active Strategy With Mostly Encouraging Performance, Worth Following
• Where In The World Have Small Caps Performed Best?
• Governance Matters: The Proof Is In The Proxy
• TSLY: Why I'm Passing On A 60% Distribution Rate
• SCHC: Disappointing Returns, But Not Time To Sell
• RYLD: Lagging Other Buy-Write ETFs
• LGI: Unique Equity CEF With Fully-Covered Distribution At An Enormous Discount
• BOND: An Active Answer To A Bond Cycle Ahead
• 2024 Outlook: A New 'Super Boom'? Or Chop And Churn?
• PDO: You Won't Be Able To Lock In The 11.74% Yield For Long If The Bottom Is In
• CEF Insights: Advent's Convertible And High-Yield Strategy And Outlook
• PFFA: High Yield With Plenty Of Drawbacks
• Yellow Lights Inch Closer To Green For EWD
• Adding Meta To The WisdomTree Dividend Indexes
• JEPY: Muted 0DTE Implied Volatility, Big Yield, Not Yet Tested
• PTH: Avoid This Momentum-Based Small-Cap Health Care ETF
• JEPY: This Is Not The JEPI You Are Looking For
• IUSV: Why Value Is An Attractive Choice During Record Market Highs
• INCM: Active 60/40 Allocation From Franklin Templeton
• RIV: Attractive Discount, But Could Get More Attractive
• PFFD: A 'Preferred' High Yield ETF Value Trap
• SCO: The 'Short Crude' Play Could Continue To Be Painful
• GLD And SLV Both Poised To Break Out, Especially SLV
• CARY: Strong Investment-Grade ETF, Above-Average 6.2% Yield And Performance
• BITX: A Leveraged Instrument With A Twist
• BTZ: A Decent Multi-Sector Bond Fund, But Lack Of Floaters A Risk
• Asset Class Scoreboard: February 2024
• Should Your Investment Strategy Change As You Age?
• XLU: XLU: Stuck In The Middle, But Has Technical Breakout Potential
• SCHD: Likely The Best Dividend Fund Around
• IUSG: Large-Cap Growth ETF Lagging The Competition
• AWP: A Tough Choice Compared To Low-Cost Real Estate ETFs
• QGRO: Not Enough Differentiation
• Diversify With Moat Stocks Amid Mag 7 Divergence
• The Lure Of Infrastructure
• Those Who Know Are Betting On PDO
• AVSC: Better Options Available
• BTAL Anti-Beta Fund: Still A Great Diversifier
• CHW Is The Best Opportunity Among The Calamos Funds
• Herzfeld Caribbean Basin Fund: My Highest Conviction Idea
• PDI: This Recovery Is Set To Continue (Rating Upgrade)
• TSLY: A Very Bad High-Yield Way To Invest In Tesla Stock
• UUP: Boosting Gains In A Dollar Range
• S&P 500 Now 21x Earnings, Spotting Key SPLG Price Levels
• DIAX: The Basis Is Still There, Keep Avoiding This Buy-Write CEF
• MUB: Aligns With The House View, But We'd Rather Go Zero Credit Risk
• FNGU: Betting Big On Just 10 FANG+ Stocks
• Tradeweb Exchange-Traded Funds Update - February 2024
• STIP: Lined Up For A Bet On Maturity Walls
• SDOG: Old-Economy Value Play, Tepid Growth, Mostly Soft Performance
• MNA: Merger Arbitrage Improving With Discounts As Biden FTC Risk Is Discounted
• Some 'TIPs' For A Better Bond Ladder
• PFXF: Levered Preferred Issuers Set To Benefit From Lower Interest Rates
• IRBO: An Equal-Weighted Robotics And AI Fund To Capture Strong Industry Growth
• VOOG: Growth Set To Keep Capturing Interest
• Short-Term Options Have Become Popular In Commodities
• KNG: A King Among Buy-Write Strategies
• Broader Market Makes EQWL/QQQ Pair An ETF Arbitrage Candidate
• The Second Wave Of The AI Investment Theme
• Low-Carbon Transition Themes In 2024
• 60/40 Investing: A Forward-Looking Analysis
• SPXX: S&P 500 Covered Call CEF, Strong 7.6% Yield, Good 9.2% Discount
• DGRO: Dividend Safety, Growth, And Consistency Scores For This 2.34% Yielding DGI ETF
• RPAR Risk Parity ETF: Full Recovery Ahead, Stay Invested
• XLY Will Continue To Be Fueled By Resilient Consumer Spending In 2024
• ESPO: Upgrade To Buy On Earnings Growth Projections, Price Momentum
• VOT: A Well-Diversified Growth ETF, But Not The Best Among Peers
• BUI: A History Of Underperformance, But Should Be Reliable
• BTO: Diversified Financial Exposure But Waiting For A Sale
• SLV: Silver Bull Fuel Grows As Inflationary Signals Rebound
• SHY: There Are Cheaper Ways To Access Treasuries
• CLOZ: High-Yield CLO Debt ETF, Strong 9.6%, Outstanding Performance
• IJH: Mid-Caps Looking Cheap When Valuations Are Considered
• FTHI: Beating Peers Lately, But Yield History Is Weird
• Glittering Gold: New Ways To Play GLD's Breakout
• IETC: Big U.S. Technology Companies Continue To Offer Upside Potential
• RQI: 8% Income And Potential Capital Appreciation From Real Estate Turnaround
• BDJ: Enhanced Income Comes At A Cost
• EDV: A Great ETF To Hedge Your Portfolio Against A Recession
• SRET: Monthly Payer - High Yield
• XT: Still Beating ARKK At Its Own Game, Upgrade To Buy For Possible Moonshot
• QYLD: 2024 Should Be A Banner Year For This Fund
• TBIL: The Way To Play Higher For Longer
• CEF Weekly Review: CEF Reporting Has A Lot Of Room For Improvement
• Retire With 9-12%-Yielding Monthly Dividends: SPYI Vs. JEPQ
• DBJP: The Yen Can't Get Cheaper
• A Mass Exodus Of $6 Trillion In Money Market Funds Can Fuel Big Gains For SCHD
• ILCG: More Growth? In This Economy?! Not The Best Bet
• EOS: One Of The Few Undervalued Tech CEFs
• CIBR: Underperforming The Cybersecurity Sector
• RSPT: A Balanced Exposure To Technology
• DFAS: Cost Of Capital Could Hit Smallcaps Hard - Sell
• NUGT: Bullish Gold Miners Heading Into April, Improved Momentum
• BSTZ: Private Equity Exposure Remains A Liability
• TMFC: Growth ETF With A Popularity Bias And A High Fee
• HNDL: An Interesting Approach To Asset Allocation
• FRA: Still A Good Way To Earn An Attractive 11% Yield Today (Rating Upgrade)
• PHO: A Water Resource Fund With Qualities As Average As A Plain Glass Of Water
• INCO: The Consumer Remains The Jewel In India's Crown
• SPTM: A Solid But Unnecessary Total Market ETF
• Maturity Walls Need To Hurt For SPIP To Do Well
• The Month In Closed-End Funds: February 2024
• Markets, The Election, Trading Tips, And The 'Mag 7'-To-'Lag 7' Transition
• Weekly CEF Commentary | March 3, 2024 | PDX Makes The Change
• PIMCO CEF Update: Performance Reversal And New Swap Shenanigans
• First Look At The Vanguard Core-Plus Bond ETF
• BND: Avoid Bonds As Service Inflation Rebounds To 8%
• U.S. Weekly Fund Flows Insight Report: Taxable Fixed Income Funds Attract $12.4 Billion, Marking The 11th Straight Weekly Inflow
• KBWB: A Long-Term Strategic Gem
• MLPA: High-Yield ETF Topping 7%
• DUHP: Robust Quality, Yet Growth Exposure And Returns Could Be Better
• TUR On A Tear Despite Suffocating Inflation
• Capital Group Dividend Growers ETF: Actively Managed And Worth A Close Look
• Vanguard Has 17 Small And Mid-Cap ETFs. Which Are Best Right Now?
• RNP: Lower Yield And Higher For Longer Make This A Hold Now (Rating Downgrade)
• The February 2024 Rebalance Of The S&P 500 Low Volatility Index
• KMLM: A Good Managed Futures Option For Diversification
• What's Behind This Active Emerging Market Portfolio's Outperformance
• FOF: Appears To Be Making Some Smart Moves, But Investors Pay A High Price
• ETG Vs. ETO: The Eaton Vance Leveraged Equity CEF Twins
• SCHX: As Cheap As It Gets For Large-Cap Exposure
• CrowdStrike Soars After Palo Alto's Plunge, Downgrading CIBR
• EUFN: A Low Double Digit Return As Long As Risks Don't Materialize
• SMIN: Caution Warranted Towards One Of The Dazzling Equity Counters Of The World
• JNK: Why Junk Bonds Live Up To Their Name
• IWP: One Of The Best Mid-Cap Growth ETFs
• IDU: A Good Option Here For Defense (Rating Upgrade)
• MTUM ETF: To Momentum Or To Contrarian?
• EWJ: Earnings Growth Needs To Catch Up To Momentum
• Sector Bullish Percent Indicator Investing Model: An S&P 500 Beater
• IBTE: Bond Laddering - ETF Style
• ARGT: Tidying Up The Argentine Economy - A Slow But Steady Sweep
• ARKK: Ready For Liftoff But Patience Is Required
• XHE: Could Benefit From Rotation And Catch-Up Against Broader Healthcare
• ETY: Share Price Outperforming The Underlying Portfolio, But Still Trading At A Discount
• One Year After The Banking Crisis, How Are Regional Banks Faring?
• NPFD: Distribution Bump Amid Activist Pressure
• SCHD: Weak Dividend Growth Prospects And An Unattractive Current Yield (Rating Downgrade)
• U.S. Sector Relevance To China
• OXLC And ECC: Is The Massive Dividend Yield Worth The Risk?
• XLB Surges To The Sector-Performance Lead, More Upside Likely
• HYBL: Rare High-Yield Fund From Blackstone, 8% Yield
• VYM: This 3% Dividend Yielding ETF Looks Better Than SCHD (Rating Upgrade)
• The Power Of The ETF: GLD And Now GBTC
• AIQ: The Stronger AI Play For The Silicon Showdown
• BIZD: BDC Are Still Great For 2024
• SJNK: Short Duration Junk Just In Case The Fed Isn't Done
• SCD: A Very Diversified CEF That Is Fully Covering Its 9.44% Yield
• 9%-Yielding UTG: Leveraged Exposure To 3 Huge Tailwinds
• SPLV And USMV Have Different Views On Volatility, So Which Is Better?
• Optimize Your Portfolio: Expert Insights And My Action Plan
• CHY: A Convertible Fund With Strong Track Record, Double-Digit Premium
• The 60/40 Portfolio: Still A Viable Strategy?
• Worried About An AI Bubble? Consider The Pacer US Cash Cows 100 ETF
• Outline For The Election Playbook: Part 1
• Size Investing And The Small-Cap Premium
• Tech Was Best In Q4 Earnings But Look To The Rest As Market Broadens
• EFR: Reaching Pre-Covid Price Highs (Rating Downgrade)
• IVOO: A Way To Invest In The Mid-Caps Thesis
• XYLD: Low Volatility Limits The Yield
• INDY: Catalysts In Focus
• February Dividend Income From 26 Companies With 5 Raises: Portfolio Yield 6%
• Taiwan Semiconductor Raising Prices 8.7% In 2024 As Revenue Growth Underperforms Customers
• Valuation Metrics And Volatility Suggest Investor Caution
• IWF ETF: Solid Track Record, But Looks Overextended Now
• HYBB: Credit Spreads Historically Low
• BOTZ ETF: An Astute Way To Own Nvidia
• ETF Arbitrage: A Timely Strategy For S&P 500 Lovers
• GOF: Rethinking Opportunistic Credit, Despite Heavy Payouts (Downgrade)
• EXG: Discount Remains Attractive On This Fund With A Global Tilt
• KBWB: Banking Industry ETF With Deficiencies
• Downgrading Guggenheim Strategic Opportunities Fund From A Buy To A Sell At $14.70
• Tech Bulls Talk AI, Nvidia, Cloud Computing, And A 'Year For The Record Books'
• Crescent Point Energy: I Am Buying For A Possible 80+% Upside To Fair Value
• Why VTI Is My Largest ETF Holding
• PAXS: 10.71% Yielding CEF From PIMCO Could Thrive In A Lower Rate Environment
• A Multifactor Solution For A Top-Heavy Market
• VONG: Mixing Growth And Quality, But No Edge Over Competitors
• Beware The 'Data Point Market'
• DAX: Tepid Growth Forecasts Not Hindering Momentum
• Navigating The ETF Data Landscape: Trends, Triumphs, And Transformations
• XLK May Still Have Fuel For Growth
• FTSL: Not A Good Entry Point, But An Attractive Hold (Rating Downgrade)
• CEF Insights Podcast: Carlyle's Perspective: CLO Advantages, Strategy & Outlook
• DFCF: Risky Bet In A 'Higher For Longer' Interest Rate Environment
• BDJ: Good Covered Call Fund For Those Looking To Own A Portfolio Of Dividend Stocks
• SMDV: Growth, Quality Exposures Leave Much To Be Desired
• AMLP: Boring, But With Plenty Of Upside Risk
• February AAII Asset Allocation Survey: Equity Allocations Remain Above Average
• DMB: Muni Fund Offers Speculative Opportunity
• SCHH: Limited Value In Real Estate In This Macro-Environment (Rating Downgrade)
• HYBB: 'BB'ump Up Your Yield For Just A Little More Risk
• Thinking Outside The BOXX
• DNP: 3 Reasons We Are Moving Back To A Sell For This Utility Fund
• SCHD Is Treading Water And Isn't Performing As Well As It Once Was
• FELG: A Buy In The Current Growth-Focused Market Climate
• TLT: High Estimated Alpha From Low Correlation To Stocks
• SMOT: A Good Idea In The Small/Mid-Cap Space
• CEF: Gold Hits New Highs Yet No One Cares
• CEFS: Good Relative To Peers, But Lagging Inflation
• DHS: Dividend Stocks Returning To Favor As Mag-7 Luster Languishes
• PIN: Quality Indian Stocks Keep Winning
• SDIV: Exactly Why Dividend Yield Should Never Be The Only Factor When Picking An ETF
• RDVY: Simple Dividend ETF, Outstanding Growth, Low 2.0% Yield
• SCHF: Still A Great Option For Diversification
• HQH: Healthcare Fund With 11% Income And A High Discount
• EQLS: Market-Neutral Not A Good Play While Tech Is Still Dominant
• USOI: Oil's Grind Higher May Persist
• PFN: Take Profits But Do Not Completely Abandon This Excellent Fixed-Income CEF
• LABU: A Really Bad Drift
• Unlocking Alpha Opportunity In A World Of Higher Dispersion
• URNM And URNJ: Access Pure-Play Uranium With Sprott ETFs
• IJT: Small-Cap Growth Looks Interesting Now
• DIA: Almost Keeping Up
• Semiconductor Stronghold: Competitive Advantages Create Collective Success
• XLP: Rotate Into This Lagging Sector
• CEF Weekly Review: Activists Are Coming After Muni CEFs
• Market Breadth In 2024: A Year For Active Management
• AVUV: Elevated Risk For This Top-Performing Small-Cap Value ETF
• BGB: Active Leveraged Loan CEF From Blackstone, 9.6% Yield
• XAR ETF: Muted Performance Ahead As Europe's Defense Industry Consolidates
• EWT ETF: A Tech Play With Potential To Outperform
• I Still Think SCHD Should Start Beating SPY Shortly [Upgrade]
• SPHD: Dividend ETF May Be Poised To Overtake SCHD
• XLK: Ring The Cash Register, It's Starting To Get Overvalued
• The Best ETF For Retiring With Dividends: SCHD, VIG, Or JEPI?
• PDI: What Lurks Under The Hood Of PIMCO's Crown Jewel
• PGX: Still Have To Watch Out For Preferreds' Innate Duration
• Dividend Payers Cheap, Market Momentum Turning In Favor Of SCHD
• SCHD: No Need To Worry About AI Hype Here
• JEPI: An Enticing Combination Of Appreciation And Yield At 7.86%
• Invest Like A Congressional Insider With NANC And KRUZ?
• Where To Find Growth Now
• IHAK: Average Cybersecurity Fund, But Strong Industry Growth Will Lift This ETF
• Designing Multi-Asset Income: It's Complementary
• S&P 500 Dashboard And Focus On BBUS, A Cheap Alternative To SPY
• VTI: Identifying Opportunities Across The Total U.S. Stock Market
• NMAI: This Blended CEF Had A Terrible Start, But It Looks Much Better Now
• India's GARP Investing Edge: Overcome Valuation Hurdles
• FTCS: Cash-Rich Quality Stories Still Lag The Market
• U.S. Weekly FundFlows Insight Report: Short/Intermediate Investment Grade Funds Have Yet To Report A Weekly Outflow In 2024
• AWF: 4 Reasons Why I Would Avoid This CEF
• NAIL: Unlikely To Be More Good News
• VGIT: Increasingly Attractive
• MINT: Skip This Short Bond Fund And Buy A Money Market Instead
• GSUS: A Core Holding For A Prolonged Tech Rally
• Closed-End Funds: A Look At Valuations Heading Through Q1 2024
• VSDA: Uninterrupted Double-Digit Dividend Growth ETF Alternative
• DIA: For The AI Fatigued, The Dow Jones Industrials May Offer A Haven
• CQQQ: An Unloved Investment Opportunity In Chinese Stocks
• GDX: Don't Let Poor Performance In Recent Months Distract You
• CCEF: New Addition To The Fund-Of-CEFs Space
• Don't Be Surprised If Nuveen Raises QQQX's Distribution
• QDEF Vs. QDF: Which Is The Best FlexShares Quality Dividend Fund?
• BIT: Safer Environment For Bonds But This CEF Is Still Overpriced
• The Risks Of Not Investing
• JEPI: 3 Important Recent Developments
• XSD: An Equal Weight Approach To Semis That Limits Nvidia
• JEPI: This Should Be A Special Year For This Fund
• Broadening Stock Market Gains Favors JEPI
• Turn To High-Yielding Fixed Income And Gold During Economic Extremes
• SH: A Simple, Effective Bet Against The S&P 500
• VTI: In America We Trust
• These Are Your Top-Performing ETFs In Early 2024
• UTG: Downgrade On Increasing Regulatory Risks
• Antifragile 3 Asset Portfolio With Over 4% Yields
• DIVO: Strong U.S. Dividend Income ETF, Above-Average 4.6% Yield
• Billionaire Investor Sells Big Tech And Buys Gold Miners: GDX Implications
• BCX: Building Blocks For The World
• ETJ: Reduced Upside In Exchange For Income And Safety
• SGOV: Still Attractive In Today's Uncertain Economic Conditions
• SPFF: The Next Banking Crisis Could Be Around The Corner (Rating Downgrade)
• EFG: International Growth ETF Disregarding Momentum
• VNLA: A Not-So-Vanilla Fund Worth Considering
• ARK Innovation ETF: A Systematic Review [Upgrade]
• VNQ: Commercial Real Estate Troubles Are Accelerating In 2024
• First Look At The Vanguard Core Bond ETF
• Avantis International Equity ETF: The Value Cycle Is Not Here Yet
• The Resilient Bull: Dissecting The Market's Strengths And Vulnerabilities
• SPHD: 2024 Could Be Another Down Year, Consider Other Options
• ITB: Persistent New Construction Demand With An Expected Reduction In Interest Rates
• WDI: Modest Income Exposure
• Lessons From The Past On How To Position Equity Portfolios In A U.S. Presidential Election Year
• PXE: Oil And Gas ETF With Tailwinds
• The Problem With 60/40
• IGSB: Investment Grade Bond Spreads Are Priced For Perfection (Rating Downgrade)
• Don't Compound A Weak Dollar Bet
• STEW: Raised Distribution But Likely To Continue Trading At A Deep Discount
• EQWL: A Better Large Cap Equal Weight ETF Than RSP
• DVYE ETF: Not Too Conducive
• FDL: A Hard-To-Find, Respectable High Dividend ETF
• The Driving Season Approaches: UGA Rises And Falls With Gasoline
• HYGV Is One Of The Highest-Yielding Bond ETFs With An 8.8% Yield
• QQQ: The Nasdaq Has Entered The Matrix As 'The One' Arrives
• Are Healthcare Stocks A Risky Prescription In A U.S. Election Year?
• PJP: Pharma Investing Is Difficult And This Fund Doesn't Make It Easier
• EUSA: A More Balanced Approach
• VDC: Defensive, But Not Totally Recession-Proof
• The Tech Market Is Fragile
• MNA: Merger Arbitrage Fund That Fails To Impress
• NMZ: Still A Decent Muni Option For 2024
• ECH: Lukewarm On Chile, Despite Yield And Value Features
• FELC: An Ideal Pick For Marginal But Long-Term Alpha Generation
• Building On Tradition: India's Digital Reboot
• Cybersecurity Stocks Stunned By Palo Alto, Patience Is Prudent With WCBR
• INDA: Hold For The Next Decade
• Revitalized Japanese Stock Market Fuels Investor Optimism
• COPX: Copper Miners-Led Revenge Of The Old Economy
• UNG: Not The Way To Profit From Natural Gas
• VWO: Declining China Exposure To Hurt Returns
• USRT: A Closer Look At This Top Performer
• DWAS: Soft Quality, Questionable Performance, And High Turnover
• PBW: 3 Reasons That This Clean Energy Fund Deserves An Upgrade
• A Smoother Ride With Quality Dividend Growth
• TFLO: Simple Floating Rate Treasury ETF, Slightly Stronger Than T-Bills
• FDVV: Expected Yield Falls To 3%, But This Dividend ETF Nicely Balances Quality And Growth
• BOXX: My Top 2024 Pick With A 5.5% Tax-Deferred Yield And Brilliant Fund Design
• S&P 500 Trades With A 20% Downside Buffer And An 8% Upside Barrier
• FS Credit Opportunities: Riding The Corporate Credit Wave With A 12% Yield
• ONEQ: Nasdaq Exposure With Late Cycle Momentum
• PDO: Can The Ugliest PIMCO CEF Get Any Prettier?
• IAF: I Like Australian Equities, But This Isn't The Fund To Invest In Them
• Earnings Remain Key In A Confusing Macro Picture
• FLJP: Fragile Growth Of Japanese Equities May Not Last For Long
• LQD: As The Cycle Tightens, High-Grade Corporates Remain Attractive
• WOOD: The Pros And Cons Of A Lumber Investment
• Japan Stocks: High Can Go Higher
• FTXL: Market-Cap Allocation Hurts This Semiconductor ETF
• QDF Vs. Peers: Which Is The Best Quality Dividend Fund?
• QQQM: Technology And Communication Services Have Huge Runway For Growth
• Why To Add SCHO To Your Dividend Portfolio
• QYLD Vs QQQY: Calls Or Puts For NASDAQ 100 Income?
• Long-Term Treasuries And The Grail
• VYM: Better Than SCHD Since Rates Rose But Its Future Is Cloudy
• I Haven't Moved My Cash Out Of HIGH And SGOV, And I'm Better Off For It (Rating Upgrade)
• EYLD: Emerging Market Value ETF, Good 5.3% Yield, And Index Outperformance
• NML: A Very Good Midstream Fund With A Higher Yield Than Its Peers
• MAGS: The Magnificent 7 Are More Overvalued Than You Think
• SOXS: Resist The Temptation To Short Semiconductor Stocks With Inverse Levered ETFs
• IWC: If It's A Bull Market, Micro Is Next
• IJS: 3 Reasons To Consider Small-Cap Value, But This Isn't My #1 Pick In Funds
• Turning More Cautious On The Mag 7, Prefer JEPQ Over QQQ (Rating Upgrade)
• Mining The Gold Marketplace For Unique Opportunities
• CLOA: The Forgotten AAA CLO Fund From BlackRock
• Nuveen Floating Rate Income: A Discount Means Safety
• VIOG: No Competitive Advantage Over VBK
• IEF: Improved Fundamentals, But Better Choices Out There
• NTG: Looking Like An Opportunity
• Gold ETF Roundup: Which Should You Invest In?
• 5 Best CEFs This Month For 9% Plus Yield (February 2024)
• Sell Alert: I Wouldn't Touch 13.7%-Yielding PDI Right Now
• CEF Weekly Review: Treat The Word Arbitrage Loosely
• SCHY: The Cycle Will Come For It Soon
• INDA: A Steeper But Not Unreasonable Price For India's Growth Story
• BCX: A Discounted Entry Point Into The Commodities Sector
• IVOG: Mid-Cap Growth ETF Outperforming Peers In 2024
• JBBB: 2 Reasons We're Avoiding This 8.1% Yield B-BBB CLO ETF
• SRV: Midstream Energy Is Driving Strong, Uncorrelated Returns, Now Yielding 15%
• RSP: Equal Weighting The S&P 500 To Minimize Magnificent Seven Exposure Is Not Optimal
• BUG: Not The Most Optimal Portfolio, Look Elsewhere
• AI-Powered Metaverse Applications Propelled Tech Stocks In 2023
• TWN: No FOMO, Ride The 'AI 5' Tailwind With This Hated Fund
• WisdomTree Managed Futures Strategy - 2023 In Review
• BCX: High Yielding Resource Equities Fund
• IGE: Natural Resources Alternative To XLE
• JBBB: A Good Fund To Pair Against Bonds
• OBIL: When Sitting In Cash Is A Hedge
• Shaking Up The Mag 7: EPS Focuses On Earnings, Not Size
• BOE: A Good Income Fund Or A Hedge Against Market Weakness (Rating Upgrade)
• CCEF: Calamos Launches Closed-End Fund ETF
• XOP: Oil Could Get Unpredictable Come Summer
• BUG ETF: Let's Face It, Microsoft And Google Are Also Cybersecurity Plays
• PMX: Momentum And Relative Valuation Continue To Make This Muni Fund A Buy
• EWJ: Why Nikkei's New Highs Will Endure
• NPFD: This Preferred CEF Will Have Its Day
• Debt Dilemmas And Growth Gaps: ARKK's Portfolio Challenges And Realignments
• Will AI Compensate For A Low Expected Equity Risk Premium?
• VPU: Utilities Trending Lower As The S&P 500 Notches New Highs
• Equity Market Expectations In 2024
• WTV: Value Focused Dividends
• CONY: The High-Risk, High-Reward World Of Single-Stock Exposure ETFs
• SPYG: All About Tech
• FPF: May Be Best To Pare Back Your Position Today (Rating Downgrade)
• Hanging With The Soft Crowd - For Now
• FLC: Deep Discount And Better Outlook Lead To Opportunity
• JPRE: Top Pick Of The Actively Managed REIT Funds
• Sector Insights: What Could Go Right In 2024?
• USA: Top Tier CEF For Consistent Income Generation
• ICOW: Attractive Fundamentals, Average Performance
• Magnificent Mid Caps And Sensational Small Caps
• Asset Allocation Expectations In 2024
• U.S. Weekly Fund Flows Insight Report: Conventional Fund And ETF Investors Give A Cold Shoulder To Equity Funds For The Fund Flows Week
• VFQY: A Data-Driven Approach To Quality Investing
• GDO: A CEF Aiming To Turn Perpetual
• IYW: More Upside Expected In 2024
• OMFL: Contrarian Factor Mix, Remains A Buy
• The Taiwan Fund: Flipping Bullish As Tech Tailwinds Intensify
• BGT: A Very Good Floater CEF That Should Perform Well For Longer Than Market Thinks
• LIT: Contrarian Indications Galore
• SPEM: A Stable Outlook For A Solid ETF
• RSPN: A Mixed Picture
• IWM: Super Micro Computer Is Leading The Russell 2000 And Nothing More
• WINN: Impressive Start For This Actively-Managed Large Cap Growth ETF
• U.S. Preferred Stocks Look Attractive And PFFA Is A Top-Performing Preferred Stocks ETF
• NVDY: A Four-Legged Stool Of Price Appreciation, High Yield, Taxes, And Risk
• MLPX: Good Fund For Midstream Exposure
• Short Nvidia, Long NVDY To Take Advantage Of Option Market Euphoria
• DBA: A Diversified Agriculture Investment Approach
• JAAA Remains A Strong Income Fund, Even As Rate Cuts Loom
• HIX: Better Valuation After Rights Offering, But Questionable Track Record
• REM ETF: Not The Best Play For Equity mREIT Exposure
• Inflation Alert! How I'm Fortifying My Portfolio Amidst Soaring Debt
• FGRO: This Growth ETF Will Get A New Name And Ticker Next Week
• NHS: This Fund Is Looking Very Expensive Given Current Fundamentals (Rating Downgrade)
• SYLD: Shareholder Yield Provides Outsized Total Return Opportunity
• How To Use Macroeconomic Investing Analysis
• KBA: Poised To Benefit From A Chinese Dragon Year Turnaround
• KBWP: Add This Resilient P&C Insurance ETF To Your Portfolio Today
• CEF Insights: The Latest On TBLD's Global, Multi-Asset Strategy
• 3 Reasons Why The FEZ ETF May Not Be A Good Choice
• SPHY Vs. FALN: Which High-Yield Corporate Bond ETF Is Best For Retirees?
• IDU: Utilities Dashboard For February
• IGM: Expanded Tech Margins In Focus, Price Action Is Stretched
• EXG: Decent 8%-Yielder, But Historic Performance Prevents Rating Upgrade
• SCHA: A Good Option To Play The Potential Small-Cap Breakout
• EQLS: High Yielding Long/Short Equity Fund From Simplify
• QQQ: Why It Could Be The Best Single Investment For The Next 20+ Years
• ASA Gold and Precious Metals: A Golden Opportunity Lost Its Luster
• OMFL: Strong Story, No Alpha
• ETY And ETW: Delivering Tax-Friendly Monthly Distributions To Investors
• OEF: Strong Long-Term Performance Track Record, Buy
• The Semiconductor Imperative: Redefining Sustainable Investing
• SGOV: Invest In Cash While It's Not Trash
• VTIP: The Best ETF In The Category, But Not The Right Time To Invest
• SPY: The U.S. Is Positioned To Expand Its Global Dominance
• KYN: A Better Pipeline
• XMMO: MidCap Momentum ETF, Rides On The Back Of Super Micro Computer
• IYR: Favorable Macroeconomic Factors But Heavy On Overvalued Holdings
• Oxford Lane Capital Is In A Slump With No Signs Of Recovery
• Global Equities Due For A Pause, Spotting Pullback Opportunities In VT
• RSP: I Firmly Believe In An Allocation To Equal-Weight At This Juncture
• SPMO: Impressive Outperformance Among Unleveraged Funds
• Investing For 2034, But Realizing It's 2024...
• VUG: Growth Investing Likely To Thrive In 2024's Bullish Market
• DMO: 12% Yielding GSE Risk Transfer Mortgage Fund (Rating Upgrade)
• XNTK: Technology Dashboard For February
• IZRL: Long-Term Comeback Candidate, Strong Buy
• ARDC: A Value-Priced 10.32%-Yielder In An Uncertain Environment (Rating Upgrade)
• Mean Reversion Pair Trade: Long IWM, Short QQQ
• AIO: Time To Trim Some Profits
• CLIP: Target The Highest-Yielding Section Of The Treasury Curve
• Strategic Reasons To Get Active
• Getting To Know The S&P Developed BMI Select Aerospace And Defense 35/20 Capped Index
• AVDE: A Good Option For International Developed Market Equity Exposure
• SHV: Allows Investors To Avoid Duration Risk While Gaining Exposure To The Dollar
• USHY: High-Yield Bonds Are Expensive But The Market Loves Them
• The abrdn Healthcare Opportunities Fund Is Due For A Breakout
• The SVOL Advantage: Smarter Exposure To Market Volatility
• CTA: Differentiated Managed Futures ETF
• VUG: Slight Underperformance And Overvaluation Compared To Growth ETF Peers
• Why High-Yield Bonds Could Outperform: Pick 7.5%-Yielding SPHY
• VIG: Not A Safer, Less Volatile Alternative To Total Stock Market Index Funds
• EFV: A Change In Cycle Can Favor This Big Time
• JAAA Vs. JBBB: Opting For Positive Duration And High Quality
• UNG: Even If You Are Bullish Natural Gas, Stay Away
• SCHO: A Mathematical Speculative Investment For 2024 - Buy
• JEPI: A Good Tool To Improve Risk-Adjusted Returns For Your Portfolio
• XMMO: This Mid-Cap Momentum ETF Is Surging, But Expect A Bumpy Ride Ahead
• ETO: Maintaining Rating, But This Global CEF Is Improving
• IYJ: Industrials Dashboard For February
• International Annual Returns And Top 10 Holdings
• XMPT: Muni Bond CEFs Looking More Appealing
• FDTX: Richly Priced Outperforming Growth Story
• LTPZ: The Stock Market Bubble Raises The Stakes For TIPS
• VIG: Strong Blend Between Capital Appreciation And Dividend Growth Potential
• FQAL: Value For The Quality, But Still No Bargain
• Overpriced Junk: SPDR Portfolio High Yield Bond ETF
• SMH: Nvidia's Earnings Is Key, But Long-Term Tailwinds Remain Intact
• BST: Generating A 7.98% Yield From Big Tech And Science Growth Stocks
• IYM: Materials Dashboard For February
• PDT: Don't Be Fooled By The Price Performance, This 9.10%-Yielding Fund Is Not Bad
• PCF: A High Income Securities Fund In Decline
• DES: Monthly Small-Cap Dividend Payer But Better Alternative Exists
• JEPQ's Tech Tilt: An Underdiscussed Benefit
• HYEM: A Good Emerging Market Bond Fund For After A Credit Dislocation
• VT: How Over-Diversification Can Lead To 'Watered Down' Performance
• XLY: Consumer Discretionary Rebound May Reverse As Retail Sales Crash
• MAV And MHI: Municipal Bond CEFs Being Bought Up By Activist
• What Moves The Stock Market?
• GDX: More Pain In Store For Beaten Down Gold Miners
• Asset Class Scoreboard: January 2024
• AI In Focus Ahead Of Nvidia's Earnings, Assessing AIO's Outlook
• XLRE: Could You Do Better?
• KYN: 10% Yield, 15% Discount With No K-1
• AIF: The Opportunity Is Not As Good As It Was, But This Fund Still Makes Sense
• CSQ: Best Of Both Worlds? Solid 8% Income And Capital Appreciation
• Calamos Global Opportunities Fund: Investing In The World's Most Exciting Growth Themes - With A Risk-Managed Approach
• IDNA: Healthcare Dashboard For February
• IIF: Active Indian Fund Poised To Ride A Catalyst-Rich 2024
• REGL: Reasons To Pursue, And Reasons To Avoid
• CEF Weekly Review: CEF Fees Remain Full Of Pitfalls
• You'd Be Surprised Which Four Vanguard ETFs Have Consistently Beaten Their Category Averages
• PSP: A Public Way To Play Private Equity
• BUZZ Investing: Semiconductor Surge Leads Market Rise
• KF: Japan Was So Last Year, Buy South Korean Stocks In 2024
• CLM: Equity CEF With A 18% Yield
• URTH: Global Equities Appear Undervalued In February 2024
• CGCP: Rate Cuts Could Make This ETF Appreciate, But Be Careful
• EWJV: Weak Yen Favours Market
• DPG: Attractive Discount On Infrastructure Exposure
• FLBR: Wait On The Sidelines
• The Low-Volatility Factor And Occam's Razor
• QGRW: Harnessing Quality And Growth Beyond The Magnificent Seven And Nasdaq 100
• Mining The Gap For Low Carbon Transition Materials
• Catastrophic Risk: Investing And Business Implications
• FXY: Japanese Officials Warn Of Interventions Again
• REGL: There's Only One Good Reason To Buy This Mid-Cap Dividend Aristocrats ETF
• KARS: Right EV ETF, Wrong Time
• A Double-Digit Dividend Growth ETF Concept
• 19 Stocks For Value Narrowed By Dividend Growth And Yield
• KXI: Consumer Staples Dashboard For February
• SDHY: High-Yield Short-Duration Focused CEF At A Discount
• Winning With Big Tech: The 2023 Playbook Is The 2024 Playbook
• 12 Conviction Picks Beating The S&P, Without Help From The Magnificent 7
• AGG: An ETF With An Excellent Opportunity For Low-Risk Investors
• Daily Dividend Report: Humana, FedEx, Honeywell, Coca-Cola, Abbott
• Fixed Income ETFs Attract Record Net Inflows In January After The SEC Approves Bitcoin ETFs
• CHIQ: Chinese Consumer ETF Is A Contrarian's Delight
• SDY: Steady As She Goes For Now
• UTF Yields Over 8% With Tailwinds On The Horizon From The Infrastructure Bill
• The Magnificent Seven (Plus Or Minus A Few)
• DivHut Dividend Income Update: January 2024
• A 5%-Yielding Portfolio With 9% Dividend Growth
• U.S. Weekly Fund Flows Insight Report: Investors Withdraw Assets From Funds For The Third Week In Four
• Avoid TMF For Now Amid Ranging And Volatile Interest Rates
• Charging Forward: Exploring Opportunities In Electric Vehicle Stocks Amidst Market Fluctuations
• IYC: Consumer Discretionary Dashboard For February
• JQC: 12% Yielding Fixed Income CEF, Currently Overpriced
• 5 Closed-End Fund Buys In The Month Of January 2024 (Includes 2 Swaps)
• Resource Sector Considerations For 2024
• Dividend Income Update January 2024
• The MFS High Yield Municipal Trust: Leverage, Munis, And Tax Benefits
• RWL: A Better Alternative To Market-Cap Weighted S&P 500 Exposure
• FLKR: Korea Could Be This Year's Sleeper Hit As 'Value Up' Catalyst Looms
• Sprott Uranium Miners ETF Soars: 2 Reasons To Buy It
• EMQQ ETF: Internet And E-Commerce As Drivers Of Emerging Market Growth
• FIF CEF: Upcoming ETF Conversion Set To Erase 5.65% Discount
• SDY: Avoid This Underperforming Dividend Growth Strategy ETF
• VIOV: Value Indexes Are Lagging In Small Caps Too
• SGDM: Potential For A Golden Run
• QQQY: Hidden Risk Beyond The 5.2% Monthly Yield
• Worried About Big Tech, Stock Market Bubble? Own BIL Instead
• XLV: Low-Cost Exposure To A Defensive Sector, While Achieving Strong Performance
• BBLU: This Actively-Managed ETF Is Different From SPY
• MGF: Transforming Treasury Returns Into A 7.8% Yield
• Earn Up To 14% Dividend Yield From REIT CEFs
• Tradeweb Exchange-Traded Funds Update - January 2024
• Prepare Your Portfolio For Volatility
• WEA: Higher Quality Fixed-Income Fund
• VFMO: Assessing Momentum As A Strategy Versus SPY Near All-Time Highs
• HTD: Latest Report Shows Continuing Pressure On Distribution, But Still A Good Fund
• VXF: U.S. SMID Caps Creeping Up Toward 2-Year Highs, The ETF Remains A Bargain
• India: What's Working In Emerging Markets
• QCLN: Clean Energy At A Good Price
• TUA: Higher For Longer Redux?
• RSPH: The Time For Healthcare And Equal Weight Will Come
• SPY Pullback Triggers Sell Signal (Technical Analysis)
• Higher-Yield ETFs By Asset Class
• MFV: CEF Liquidation Arbitrage Opportunity
• REITs Ready To Rip - Buy The Dip: High ROI With 8.5%-Yielding RQI
• Picking Winners/Avoiding Losers - Weekly Blog # 823
• GIM: This New Saba Fund Could Be Promising, But I Want More Information
• How Much Does January Matter For Year-Long Stock Performance?
• Kraft Heinz Shares Cross Below 200 DMA
• Insurance - Own The Hidden Gems In Financial Services - As Opposed To KIE
• AIRR: A Thematic ETF With Meaning And Results
• PEY: Pass Due To Bad Exposure And High Fees
• VOO: Even At All-Time Highs, It Is Still A Buy
• Climate-Focused Investing: Two Approaches For Equity Portfolios
• TLTW: Weakness Of Strategy On Full Display
• How American Is Your U.S. Equity Portfolio?
• BIZD: Portfolio Growth And Robust Credit Demand Likely To Fuel BDCs Performance In 2024
• Finding Hidden Value In The Future Of Global Security
• IJH: An Attractively Valued Fund To Capture Mid-Cap Growth Potential
• HYMB: Solid For A High Yield Muni Fund
• Riding The AI Revolution - Part 2
• SMH: Benefitting From Specialized AI Chips Demand, But Is Also At Risk
• IIM: Deep Discount, Distribution Boost And Potential Opportunity Moving Forward
• XLU ETF: Not Optimal, But Still Has Some Merits
• IEI: Appealing Fund With 5-Year Yields Above 4.2%
• An Old Battle With Attractive Implications: Japanese Equities Vs. The Yen
• Stocks Stretched: Eyeing A Pause In VOO's Rally Amid A Magnificent 7 Boom
• Strive U.S. Energy ETF: The Right Kind Of Fuel?
• Despite Decent 2023 Returns, UMI Continues To Lag Passive ETFs
• EDEN: Denmark Exposure With A Lot Of Novo Nordisk
• IWD: Lagging Peers In A Lagging Value Style
• HPI: Take Some Of Your Profits Today
• Gaining BDC Exposure: Initiating Buy On The PBDC ETF
• FLTW: Taiwan Gets The Post-Election Green Light
• EVT: Discount At A 'Buy' Level
• XES: A Small To Midcap Oil Service ETF With Considerable Upside
• The $18 Trillion Tailwind For 9%-Yielding UTF And Other High Yields
• TEI: Underperforming EM Bond Fund, Better Alternatives Exist
• AVK: Extended High Beta Convertibles Fund
• LIT: Bearish Momentum Trends, The Valuation Case Hasn't Improved Much
• DEM: Not A 'Sleep Well At Night' Dividend
• Silver For Pennies-On-The-Dollar
• SCYB: Low Fees And High Quality High Yield Exposure
• DYNF: Outperforming Factor Rotation Strategy Still Has Vulnerabilities
• AVLV: An Affordable All-Weather Large-Cap Value ETF (Rating Upgrade)
• IDV: 6.7% Yield, Selling At 6x Earnings; Its Time Will Come
• PSCE: A Play On Undervalued Small-Cap Energy
• Staying Selective In Emerging Markets
• XXXX: Leverage On Steroids; Await Better Entry
• ECNS: Chinese Economic And Market Conditions Unfavorable To Small Caps
• PTY Has Been Holding Steady While Generating Monthly Income, Yielding Over 10%
• BHK: Profit-Taking Is The Best Move Today (Rating Downgrade)
• RQI: A Stellar Closed-End Fund Currently Overvalued (Rating Downgrade)
• EYLD: Best Of Breed Emerging Markets ETF
• QQEW: More Of A Market Than QQQ Now
• DVY: Solid Dividend Yield, But There Are Better Options For Dividend-Focused Funds
• Spotting Capitulation In 'Uninvestable' China, More Momentum Needed For CXSE
• IWM: Technical Analysis Says You Should Buy Small Caps
• BOIL: Not A Buying Opportunity
• ARKK: Why We No Longer Recommend This 'Disruptive Innovation' Strategy
• PBD: A Green Energy Strategy That Doesn't Work
• The Fed Is Poised To Cut Rates: What Bond And BND Investors Need To Know
• COWZ Is Better Than SCHD
• CEF Weekly Review: Invesco Succumbs To Peer Pressure
• GOVI: A Laddered Portfolio That Works
• FXI: China 2024 - The Year Of The Paper Dragon
• QQQ: Collection Of Best Ideas
• Franklin Universal Trust: Utilities And High Yield Under One CEF Roof
• Estimating The Impact Of Lower Rates On Bond Fund Dividends
• ETG: Nearly 7% Attractive Income Yield And Global Exposure
• NVDX: Complement Your Nvidia Total Return With These Two Strategies
• OUSM: A Mid-Cap Quality Dividend Play Masked In A Small-Cap Title
• The Magnificent Seven Takes On A New Look, Diving Into MAGS
• DNL: Successfully Combining Quality, Dividend, And Growth
• GSEW: The Answer To Idiosyncratic Risk In The S&P 500
• VGSH: A Good Short-Term Fix To Portfolio Volatility
• Get Dividends Every Month With These Canadian Stocks
• How I Would Invest $1 Million Today
• Invesco CEF Income Composite ETF: A Rally To Sell Into, Others Preferred
• IWB: Still A Buy, But I Like This Other Russell 1000 ETF Better
• My Top 8 Undervalued Stocks For February 2024, One Yields More Than 20%
• SLQD: Good Short-Term Investment-Grade Bond ETF, But Better Choices Out There (Rating Downgrade)
• My Defensive Equity Portfolio Is Ready For A Good Or Bad 2024
• The Risks Of Strategic Investing Have Increased
• VB: My Pick For A Small-Cap Dividend Growth ETF
• HIE: Moving To Hold On This Term Fund (Rating Downgrade)
• DLN: Large-Cap Monthly Dividend Payer Not So Hot
• FLCH: A Contrarian Play On Extreme China Pessimism
• CGUS Is An Outperformer With A Harmonious Factor Balance, Worth Considering
• Moat Stocks Hit Pause Following Strong Year
• The Emerging Markets Beyond China
• U.S. Stocks Remain Upside Outlier For Major Asset Classes In 2024
• FDLO: Simplicity, Cost, Performance Make This ETF A Buy
• VDE: Energy Stocks Stuck In Neutral As Oil Prices Wobble In The $70s
• The TLT May Be Heading Much Lower Amid A Higher Neutral Rate
• SPY: Up 14 Weeks Out Of Last 15 - I'm Out
• GREK ETF: Almost Ideal
• HDEF: Attractive Valuation, But Lagging Peers For Over 7 Years
• VRP: Good Yield Over Time
• Policies, Credit Market Challenges, Geopolitics, And Passive Investing
• My 9% Income Portfolio-In Search For Happiness
• Passive Vs. Active ETFs Of CEFs
• BIV: Why The ETF Is A Good Investment
• The 7 Samurai: How Big Tech Rescued The Market In 2023
• U.S. Weekly Fund Flows Insight Report: Equity ETFs, Conventional Funds Suffer Net Redemptions For The Fund Flows Week
• How To Build A 6%-Yielding All-Weather Portfolio
• EZA: Concerns Around The Rand
• It's Not Always The Economy: 5 Questions To Gauge Financial Markets
• February 2024 Stock Considerations
• IWM: Supply-Side Disinflation Benefits Small Caps The Most
• XXXX: Near-Term Bearish S&P 500 Clues, Avoid Right Now
• VCSH: This Bond Fund Looks Attractive
• The Month In Closed-End Funds: January 2024
• How To Build A Portfolio With Four ETFs
• QQQJ: Nasdaq's Next Generation Stocks Disappoint
• CGDV: Really Strong Performance As A Dividend Play
• EWS ETF: Not The Most Exciting Option Around
• February 2024 Stock Considerations
• Eaton Vance Option CEFs Looking Better
• Four Unloved Income Funds With Ultra High Yield (15%+) Distributions
• Reasons To Consider Increasing Base Metals Exposure Via The DBB ETF
• EEM: Things Changed, I'm Out
• FTLS: Long-Short ETF With Good Fundamentals And Low Volatility
• TLTW: Supercharged By High Volume Environment To 19.85% Yield
• HELO: Hedged Equity Exposure From JPMorgan
• Billionaire Investors Are Buying Utilities Hand-Over-Fist: XLU Implications
• QLTY: Solid Active ETF Focused On Quality Companies
• DSL: Attractive Distribution With Good Prospects But Around Fair Value
• DPST: Regional Banks Teeter As NYCB Gets Junk Rating
• DXJ: A Currency-Hedged Allocation To Japan
• AIA: Hard To Make The Case For China
• YANG: Avoid No Matter How Bearish You Are On China
• Key Decision Factors For CEF Allocation In Today's Market
• Why U.S. Large Cap Growth's Banner Year Didn't Look The Same Across Index Providers
• XLF: Far More Than Banks
• JTEK: Dissecting An Outperforming Tech ETF Debutant
• BTO: 4 Reasons Why I Would Avoid This CEF
• Is China Coming Back With A Bang?
• NFTY: The Equal-Weighted Approach Continues To Pay Off In India
• BOXX: A Capital Gains Tax Win
• Daily Dividend Report: Mastercard, MMM, Gilead, Keurig, Zoetis
• IBHF: 7.7% Yield To Be Part Of A Bond Ladder
• BOXX: Revisiting Box Spread ETF As A Cash Management Tool
• QVAL: Under-The-Radar Value ETF At 8x Earnings
• ILF: Latin America Exposure Should The Cycle Favor It
• 10% Yield From Real Estate Investing: RIET ETF
• Riding The AI Revolution In 2024
• KIO: Time To Lighten Up On CCC Exposure (Rating Downgrade)
• 4 Reasons Portfolios Can Benefit From Alternatives
• DIV: A High-Risk Energy Bet
• ETF Trends To Watch In 2024: Bitcoin's Impact On Alternatives And Thematics
• SPYD: A Deeply Flawed 4.81% Dividend Yielding S&P 500 ETF
• The News And Our Views
• ICLN: Keep Searching
• Now Is The Time For Defense
• CHI: Convertible And Income Fund Providing Steady Monthly Distributions
• DPG: Amortizing Return Of Principal Fund
• FTRI: Great Dividends From An Unusual Source, A Natural Resources ETF
• CHGX: A Solid U.S. Equity ESG ETF
• AFT: Why We Rotated Into This 12%-Yielding Loan CEF (Rating Upgrade)
• Underperformance By Junior Gold Miners And The Diversified GDXJ ETF
• DGRS: Combining Small-Cap Quality With Dividend Growth
• AVDV: Value Meets Performance In International Small Caps
• VFH: A 2023 Redux In Play Amid Rising Rates (Rating Downgrade)
• NTSX: A Leveraged Stock/Treasury Fund Mix
• This Recession Indicator Means UTWO's Run May Be Over
• EWY: Play The 'Japan 2.0' Theme Via Korea
• S&P High Yield Dividend Aristocrats Rebalance: Let's Welcome The 18 Newest Members
• 2024 Luxury Outlook: A Tale Of 2 Halves And New Catalysts
• Real Yields And Real Returns
• FBND: Historical Outperformance Set To Continue
• PHK: I Am Not Convinced Of This Fund's Value Proposition
• GLD: Central Bank Gold Demand Underpins The Gold Trade
• S&P 500 Dividend Aristocrats Rebalance: Fastenal In, Walgreens Out
• JETS: Hold The Flight To Fly Into This ETF
• Which Trend Method Works Best For The S&P And Nasdaq?
• Active Management Insights: To Tech And Beyond?
• OUSA: Investors Should Be Prepared For Compromises On Dividend Yield, Value, And Growth Fronts
• Rose's Income Garden 30 Dividend Payments Keeps 6% Yield/ January Update
• PAVE: This Infrastructure ETF Is Built For Growth Looking Forward
• AFT: A Good Fund For Floating Income
• EICA: A Great Deal To Like About This 8% 2-Year Baby Bond
• BINC: Actively-Managed Bond ETF, Average 5.3% Yield, Above-Average Returns
• FNDX: Fundamentals Are Attractive, Performance Is Not
• TSLL ETF: Leveraging Tesla's Volatility
• Bristol Myers Squibb Shares Cross 5% Yield Mark
• IAF: Sell Australian Shares On Rallies In 2024, Australia May Still Fall Into Recession
• PFFA: 10% Yield Is Attractive, But There Are No Free Lunches
• Humana Becomes Oversold
• Earnings Unlikely To Spoil Stock Rally
• GGN: Prevailing Tailwinds Await The CEF
• Using SQQQ ETF For The Upcoming Pullback In The Nasdaq 100
• NZF: Nuveen Muni With Average Statistics Still Rates A Buy
• DIVI: A Leading International Dividend Fund
• PPA: The Right Balance Of Holdings To Leverage Defense Spending And Aerospace Growth
• TAN: 2024 Could Be Volatile
• Why Not Simply Invest In ETFs?
• UCO: A Leveraged Oil Play For Short-Term Traders
• PIMCO Municipal Income Fund III: A Solid Closed-End Fund Holding
• NOBL: Walgreens Gets The Boot, But The Dividend Aristocrat Strategy Remains Flawed
• EPI Scores Massive YoY Gains At The Expense Of China, Nifty Returns In India
• Buffett's Famous Rules: Why So Many Misunderstand Them
• RFI: Steady Distributions From This Non-Leveraged REIT CEF
• MSOS: Investors Should Exit This ETF
• QQQE: Tech Exposure Without Overweighting The Magnificent Seven
• RNP: Consistent 8% Income Yield And Potentially Market Matching Returns
• EM Country And Company Growth Stories
• HQH: Disappointing Track Record
• GBIL: Get Paid More For Less With Treasury Bills
• FVAL: A Value ETF That Piggybacks Off Growth
• QYLD: Solid Double Digit Yield Choice For Conservative Investors
• XLG: A February-March Pullback Expected After An Incredible Rally
• The Year Of Disinflation
• ACV: This Looks Like One Of The Best Convertible Funds In The Market
• PNQI: An Internet Play That's Better Than AI Now
• Rethinking Three Misconceptions About Emerging-Market Equities
• CEF Weekly Review: Take Care With Total NAV Returns
• DTD: Dividend Payers, Not In The Spotlight, Remain A Compelling Value
• Could Falling U.S. Rates Elevate Emerging Market Returns?
• NUSI: Nasdaq Call Writing For A Leg Lower And For Income
• GVIP: A Portfolio Of Hedge-Fund Favorites With Factor, Performance, And Other Nuances
• Minimising Index Risk By MVP
• Recent Stock Purchase January 2024
• Magnificent Seven Drive 2023 U.S. Large Caps - And Spotlight Index Profitability Rules
• Continued Confidence In Brazilian Equities
• Investment Grade Corporates: Be Selective
• Retirement Savers Are Piling Into Stocks. Is That A Good Idea?
• U.S. Weekly FundFlows Insight Report: Short/Intermediate Government And Treasury ETFs Post Largest Outflow On Record
• Building The Ideal Passive Income Snowball: Fixing VYM's Shortcomings
• GOVT: Inflation Battle May Not Be Over
• RDVI: Buy-Write ETF Looking Good Among Peers
• FTHY: High Yield And Senior Loan Exposure With An Attractive Discount
• To Frack And Drill Or Not: How The 2024 Election Will Affect OIH ETF's Fate
• NRO: Maintaining Hold Rating, But This CEF's Distribution Is Looking Challenged
• My Dividend Growth Portfolio January Update: Cooling On TXN And APD
• SLYV: Worth Watching This Year For Small-Cap Leadership
• My Current View Of The S&P 500 Index: February 2024 Edition (Technical Analysis)
• EOI: Strong Historical Performance But High Fees And Small Discount To NAV
• JPI: This Preferred CEF Delivers On Its Term Structure
• KBE: CRE Worries Coming Home To Roost
• AMZA: A Compelling Monthly Income Story And Annualized Yield Topping 8%
• EWM: Ringgit Might Perform
• FFC: Portfolio Assets Appear Overpriced, Some Profit-Taking Could Be Smart
• SPXL Drift History And Leveraged ETFs Dashboard
• Cybersecurity: Too Hot To Handle After 2023?
• Motiwala Capital - 2023 Letter: Japan Capital Appreciation
• SOXQ: It May Finally Be Time For A Reversal
• Focus On The Fed Series: Global Equities
• CGMS: Exciting New Bond Fund, 6.4% Yield
• Q1 2024 Style Ratings For ETFs And Mutual Funds
• Revisiting YieldMax's TSLY And My Sell Rating (Downgrade)
• January AAII Asset Allocation Survey: Stock Allocations Remain Above Average
• IEMG: A Good Fund In Need Of A Catalyst
• EWQ: France Is The Pick Of Europe
• ICLN: Too Many Risks With A Disappointing Performance
• SPHB: High Beta Underperforming The Low Vol Factor, Near-Term Risks
• SCHD Vs. VYM: 3 Reasons Why One Is The Better ETF Pick
• SRLN: Underperforming Leveraged Loan Fund
• RIV: Increase Your Cash Stream With RiverNorth's 13.5% Level Distribution
• Amazon, Apple, And Meta: How I'm Playing Earnings Super Bowl
• FBCG: There Are Other Better Performing Large-Cap Growth Options With Lower Fees
• February Dashboard, And Measuring The Mega-Cap Bias With EQWL
• GOF: Why I'm Still Passing On The 16.17% Yield
• MINT: A Place To Hide
• BIL: Yield Curve Steepening Indicates Low Rate Cut Risk
• BRW: I Like This Fund, But Not The NAV Destruction
• SPYD: No Meaningful Reason To Go Long This ETF
• Semiconductor Outlook: 2024 Investor Guide
• Data Update 5 For 2024: Profitability - The End Game For Business?
• This Index Deserves An ETF
• PFF: Financials Preferred Shares Are Now Stretched (Rating Downgrade)
• ENFR: Strong Midstream Energy ETF, Good 5.4% Yield And Recent Performance
• Interest Rate Volatility And The Potential Impact On Preferred Shares
• MDY: 5 Turns Cheaper Than The SPX, Mid-Caps Eye New Highs
• IXN: A Dovish Federal Reserve Will Likely Act As A Tailwind In 2024
• GDV: Same Old, Continue To Avoid
• KWEB ETF: Risks Outweigh Stimulus Measures For China Internet (Rating Downgrade)
• JGRO: A Sound Choice For Value-Averse Growth Style Maximalists
• HEFA: Hedging International Currency Risk Away
• SCHE: Diversifying Through Emerging Markets In 2024
• January 2024 Key ETF Performance
• Gabelli Utility Trust Is Overpriced At An 87% Premium To NAV But Hard To Short
• SPSB: The Sweet Spot In Short-Term Corporate Bonds Yielding +5.5%
• SEIX: Senior Loan ETF, Strong 8.9% Yield And Performance Track Record
• PepsiCo Reports Before The Open 2/9 Options Expire The Same Day
• XLF: How Exposed Is It To Inflation And Fluctuating Rates?
• QUAL Vs. PBUS:  Quality Focus Has Little Effect
• PTY: Buy PIMCO's Flagship CEF While Rates Stay High
• JPIE: An Attractive Way To Take Advantage Of Fed Cuts
• FEPI: So Far So Good
• CNYA: The China Contrarian Trade Of Choice
• ZROZ: Likely To Rise Significantly Through 2025
• The Quality Closed-End Fund Report, January 2024
• Valkyrie Bitcoin Fund: Weak Waiver And A Fund Buyout
• FTQI: Buy-Writing The Nasdaq
• EIS: A Strong Recovery Play
• BTCO: A Useful Tool For Pragmatic And Active Investors
• Barbell Equity Exposure In '24
• Equity Factor Report - Q4 2023: Growth Strategies Rally On The Prospect Of Lower Interest Rates
• SCHF: Navigating Diversification Waters In 2024
• PRN: An Outlook On Momentum And Industrials
• The Case For Alternative Assets
• The Curious Case Of Grayscale Litecoin Trust - Overvaluation And Its Implications
• MTUM: Buy Momentum (Technical Analysis)
• AMLP: Attractive Midstream Exposure At 7.8% Yield
• BLV: Not Yet Time For This Long Duration Bond Fund
• BCAT: Large Discount To NAV And Private Markets Exposure
• USMV: A Unique Low-Volatility Strategy
• PRFZ: Top Performing Small-Cap Fund
• Whirlpool Shares Cross 6% Yield Mark
• XSVM: Several Underdog Holdings Could Prove To Be Serious Value Buys
• DoubleLine Income Solutions: 10.54% Distribution And Differentiated Exposure
• TFLO And USFR: Derivatives Trader Essentials
• Sector Ratings For ETFs And Mutual Funds: Q1 2024
• EVT: Solid CEF For Those Willing To Sacrifice Some Total Return For A Lot Of Income
• GLQ: Distribution Hike And 12% Yield Doesn't Change The Big Picture
• The S&P Dividend Aristocrats Remain Benchmark Beaters In Pan Asia
• PKW: Buybacks Still A Thing In Higher Rates
• K2 Hedge Fund Strategy Outlook: Q1 2024
• NUW: Tax-Free AMT-Free Income While Waiting For Upside
• FLOT: Long-Term Rate Expectations Up, Short-Term Rates Down
• DXJ: Capitalizing On Japan's Bull Market, Mitigating FX Risk
• InfraCap MLP ETF: Steady Amidst The Storm
• Private Markets Outlook: Rapid Intensification
• Growth Or Profitability - What Is More Important For Software Firms?
• Data Update 4 For 2024: Danger And Opportunity - Bringing Risk Into The Equation
• TBLL: Until The Fed Cuts Rates, This Fund Is A Buy
• 10 Investment Themes To Kick Off 2024
• CWS: Can Crossing Wall Street's Founder Guide You To 130% Gains Over SPY?
• SCHD Vs. COWZ: One Is A Superior Investment Choice
• VCR: Don't Bet Against The American Consumer
• CALF: Strong Small-Cap Value ETF, Cheap Valuation, Significant Momentum
• ICSH: A Great Option For Cash
• XLK ETF: A Better Way To Invest In Microsoft But Volatility Comes First
• AOR: Not The Most Capital-Efficient 60/40 ETF
• IWO: Diverging From IWF, But Can Still Catch Up
• DGRW ETF: Good ETF, But Wait On The Sidelines For Now
• BXMX: Reliable Income But Don't Expect Any Growth
• IGR: 3 Reasons This REIT Fund Gets A Downgrade
• SLVO: Why Covered Calls Are Not The Right Approach To Silver
• Upgrading Our Broad U.S. Stocks View
• JEPI: Forget The Hype, It Is Good But Not Great
• IEFA: At Some Point, International Works
• VCIT: Still Worth Buying
• REM: It Just Isn't Durable Income
• XFLT: A High Income Alternative Yield Play
• QMID: Meet WisdomTree's Brand New Mid-Cap Quality Growth ETF
• HYT: Wait For A Wider Discount To NAV Before Buying
• EWG: Passing On Germany
• TSLY: Unsuitable Investment Strategy, Subpar Performance
• CGGR: A Growth ETF Surprisingly Light In Technology
• BGY: A Good Way To Diversify Away From American Markets And Earn A High Yield
• DFP: Preferred Stocks Are Probably Overpriced Right Now
• RWJ: An Answer To Small-Cap Zombie Averages
• VNQ: To REIT Or Not To REIT
• Navigating Through 2024 Markets: Rating Upgrade For DTH
• XLK: Prepare For Volatility As Mega-Cap Tech Earnings Take Center Stage
• PEO: Deep Discount And Big Oil Exposure
• JEPI: Still Going Strong With Highly Attractive Yields
• CTR: This Midstream CEF Has Been Outperforming The Index And Is Available At A Discount
• IAK: Pricing Power In Automotive
• NUGO: This Growth ETF Still Has To Prove Itself
• UTG: 8% Yielding Utilities CEF And High Yield Alternatives
• RFI: Consistent 8% Income And Potential Capital Appreciation
• VLUE: Value By Name And Portfolio
• DFEN: 2024 Might Be Very Different From 2023 (Rating Downgrade)
• GDX: Gold Miners Consolidating Ahead Of The Fed, Real Yields Inch Up
• PTA: Remains A 'Buy' At An Attractive Valuation
• CEF Weekly Review: Keeping An Eye On CEF Activists
• THQ Vs. XBI: Keeping The Biotech ETF For Now
• YINN: Poised For The Onset Of A Bull Market
• JEPI Doesn't Fare Well In Rising Markets
• RVT: 8% Yield From A Well-Structured Small-Cap Fund
• 5 Best CEFs This Month For 9% Yield (January 2024)
• Senior Loans And BKLN: Still A Buy Even If The Fed Cuts
• CII: Decent Income Fund But Don't Expect Much Growth Without Reinvesting Distributions
• VOE: Currently An Overvalued Choice Among Mid-Cap Value ETFs
• AI And The Dragon: What Trends Will Dominate 2024?
• EMXC: The Good And The Bad
• VXUS: Improving Outlook In 2024
• Is Japan At An Inflection Point?
• JQUA: Where Quality Meets Simplicity
• PDX: Not The Credit Fund We Had Wished For (Rating Downgrade)
• S&P DJI's Global Islamic Equity Benchmarks Surged Nearly 12% In Q4, Outperforming Conventional Benchmarks In 2023
• Introducing The WisdomTree U.S. MidCap And SmallCap Quality Growth Funds
• U.S. Weekly FundFlows Insight Report: Equity ETFs Attract Net New Money During The Flows Week
• FTF: A Good Compromise Debt CEF For A Strong Economy In 2024
• VIG: Dividend Aristocrats Rally To Fresh Highs, Stick With It
• PGJ: Benefiting From China's Stimulus
• BIZD: Ditch This Fund And Buy Its Largest Constituents Instead
• PSCC: A Small-Cap Defensive Play
• Dividends May Likely Crush Growth In 2024: SCHD Vs. SCHG
• JGH: International Exposure Is Nice And The High Yield Should Allow Outsized Returns
• WIP: International Inflation Hedge ETF, Above-Average 6.9% Dividend Yield
• ZTR: Discount Makes This An Interesting Fund With A Potentially Brighter Future
• KRE: Squeezed For Longer
• Big Oil, Energy Transition, And Key Forces Driving Tech Stocks In 2024
• VGT: Nearing Peak Valuation Despite Positive Outlook
• TQQQ: Too Risky Right Now
• The 8% Income Portfolio: 2023 Year-End Review
• UTG: Don't Miss Buying This High-Quality, High-Yielding Utilities CEF
• BIGZ: 17% Discount To NAV, But Be Careful
• Nuveen High Yield Muni: Generational Opportunity In Muni CEFs
• BAB: A Different View On Muni Bonds, But Not A Better One
• Is SCHG A Good ETF And Is It An Attractive Bet Now?
• PEO: A Buy The Dip Opportunity In This 6% Yield Natural Resources CEF
• TSLT: Risky Bet On Tesla Shares
• KRE: I Don't Love The Regional Banking Story
• A Case For International Investing
• TMV: FOMC Conference Next Week, A Key Potential Catalyst
• Resilience Vs. Risk
• QIS: Time Will Tell If Quantitative Strategies Work In An ETF
• QUAL: Big-League Momentum, But The Valuation Is Just Too Rich
• FNDB: A Value Bet On A 2024 Bull Market
• JEPI: Much To Be Desired In 2024
• IWS: The Mid-Cap And Value ETF Play
• ERX: A Compelling Case For Turbocharged Energy-Related Stocks
• Best AI Angle: Semiconductors, Software Or Hyperscalers?
• PIMCO CEF Update: PIMCO Struggled To Outperform Last Year
• ETV Is Crushing XYLD And JEPI, At Least At NAV
• PFIX: Revisiting Long Thesis As A Hedge
• JEPI Vs. SPYI: Only One Is A Worthy Passive Income Machine
• EFA: World Equities In An ETF Box, And Getting More Attractive
• My 5-Year Cannabis Investing Plan, Updated
• EHI: Global Portfolio Should Outperform, But This Fund Is A Long-Term Play
• DHF Vs. DHY: High Yield Plays At Attractive Discounts
• AOM Vs. Other Tactical ETFs: An Actively Managed Fund Stands Out
• VIGI: I Am Not Totally Convinced
• METV: Still The Future
• CDL: Investment Process Produces A Mixed Bag Of Good And Bad Holdings
• MOAT: Invest In Sustainable Competitive Advantages
• VTWO: Avoid Vanguard's Low-Quality Russell 2000 Index ETF
• AVGV: Diversified Global Equity Value ETF, Cheap Valuation, Strong Performance
• PSCC: Do Investors Need SMID Consumer Staples Stocks In 2024?
• JEPI: Market Volatility May Affect Dividend Income, Not For Everyone
• The Strong Case For Quality Plus Value
• JPI: Nuveen Making A Smart Move
• LQDW: Taking Advantage Of Elevated Bond Volatility
• DFAC: Actively Managed Factor ETF That Underperforms
• Apple Reports After The Close 2/1 — Options Expire The Next Day
• EWW: The Momentum Continues
• Daily Dividend Report: OGS, NSC, KMB, WFC, LMT
• VV: Perhaps Less Of A 'Large-Cap' Fund Than The Plain-Old S&P 500
• PFO: Why We Waited 2 Years To Add This Preferred CEF
• TOTL: Lagging Its Benchmark And Peers
• JRS: Inflation Not Beaten, But This Discounted Real Estate Fund Can Help
• TUA: Treasury Futures ETF, 4.9% Yield, Positive Prospects
• IYZ: Telecom Sector Is Interesting, But Beware Of Concentration Risk
• Asset Allocation Committee Outlook Q1 2024: Flows And Fundamentals
• SCHD: Why Pick Stocks When You Can Buy This ETF?
• Downs And Ups: Managing Equity Volatility Goes Both Ways
• VEGI: Not Your Typical Agriculture Stock ETF, A Lesson In Knowing What You Own
• BANX And HYB: Delivering Income To Investors
• QLD: Leveraging The Stock Breakout
• Bilionaire Investors Buy Farmland (And You Should Too)
• A Look At The Boom In Income Focused Nasdaq ETFs
• VNQ: REITs In 2024 (Rating Downgrade)
• My 2023 'Left For Dead' Portfolio Rebounded 36%, Here's The 2024 Version
• KIE: Caution As Dividend Yield Dips To Decade Low
• VEU: Foreign Stocks Dirt Cheap Vs. U.S. Equities, Reiterate Buy
• HIX: Yet Another Rights Offering
• It's Time To Change The Way We Look At Diversification: 2024 Asset Allocation Outlook
• PDI: 14% Yield, But Risks Are Rising (Rating Downgrade)
• Alternative Allocations: Alternative Investment Outlook
• OCCI: 17% Yield Is Not Enough To Justify The NAV Decline Risk
• JEPQ: 2 Key Reasons To Avoid This ETF For Now
• Bond Diversification Is Falling: Portfolio Implications
• XBI: Biotech Speculation
• FLIN: Invest In The Newly Crowned Fourth-Largest Stock Market Via Its Lowest-Fee ETF
• SOXX: Long-Term Still Attractive But Near-Term Upside Largely Played Out
• Amazon.com Reports After The Close On 2/1 — Options Expire The Next Day
• XME: The Time Is Right To Buy
• VNQ: Buy REITs As Tailwinds Mount In 2024
• MOO: Buying Agribusiness On The Dip
• MOO: There's A Big Problem On The Farm
• RDIV: Reasonable Dividend ETF, But Better Choices Are Out There
• NCV: The Best Option Is To Get Out Of This Underperforming Fund Today
• HEDJ: Hedging The Euro Continues To Reap Relative Rewards
• LSEG Lipper U.S. Mutual Funds And ETPs Q4 2023 Snapshot: Conventional Fund And ETP Assets Under Management Rise In Q4 By A Combined $2.774 Trillion
• TDV: A Dividend Spin On Tech
• QQQ: Managing Bubble Risks
• RA: Discount Continues To Leave Some Opportunity
• DIVB: How This ETF Influenced My Next Core Dividend Growth Holding
• Still Bearish On Oxford Lane Capital's Insane Yield
• DRLL: We Love The Smell Of Gasoline In The Morning
• TDAM Panel On 2024 Opportunities And Risks To Watch
• China's Struggling Economy Masks A Promising Investing Landscape
• QTEC: An Equal-Weighted Alternative In Technology ETFs With Surprisingly Strong Performance
• How To Invest In Stocks For The Next Phase Of China's Evolution
• BUZZ Investing: Echoes Of 'Mission Accomplished' Amid Inflation Battle
• What Should A Dividend Growth Investor Buy In 2024?
• 2023 Market Review For Asian Investors
• Can Bond Investors Outperform The Aggregate Bond Index?
• ACWX: International Stocks Have Not Delivered
• TDIV: A Top-Quality Tech Dividend Story With A Few Vulnerabilities
• GLIN: A Growth-Focused India Play
• PFF: 4 Reasons To Exit Preferred Share Fund
• NVDY: 3 Questions To Ask Before Buying YieldMax ETFs
• VYM: Grab This Yield ETF For Its Diversification And Low Cost
• The Importance Of Checking Your Statement, But Only Infrequently
• Weekly Market Pulse: Is The Recession Finally Here?
• USFR: Floating Rate Bonds Will Benefit If The Fed Disappoints
• ESPO: A Gaming ETF Struggling To Reach The Next Level
• MS Emerging Markets Debt Fund Review: Emerging Market Bonds Outlook 2024
• KBWY: High-Yield REIT Index ETF, Strong 8.6% Yield, Excessively Risky Holdings
• SLVO: A Tarnished Option In The Search For Yield
• 2023 In Review: Portfolio Performance And Holdings
• VTI: Looking To Simplify Your Investment Strategy? Look No Further
• VHT: Well-Positioned Fund In A Promising Sector, But Mediocre Compared To Peers
• EWU Vs. EWUS: In The U.K., We Find Small Caps Much More Compelling
• XLI: Great Set Of Blue Chip Stocks, Sending Mixed Messages
• SPUS: Shariah ESG ETF Powered By 46% Tech Beat The Market
• IQLT: International Diversification With A Tilt To Quality And Growth
• BKT: Vulnerable To A Correction And Distribution Cut (Rating Downgrade)
• VTI: Not The Best Way To Fund Your Retirement For FIRE
• EWA: I See Some Value 'Down Under' In 2024 (Rating Upgrade)
• SPHQ: Quality Stocks According To S&P Global
• SLYG: Small Caps In 2024 And The Bullish Case For It
• AGGH: Aggressive Actively Managed Bond ETF, Uncompelling Value Proposition
• EWZS: Mixed Macro Signals Add To Volatility For Brazil Small Caps
• THQ: Investing In A Healthy Future
• KBE: Don't Be Fooled By The Bounce, There's Still Trouble Here
• Why Buffett Keeps Buying Energy Hand Over Fist: XLE Implications
• Juan's Top Dividend ETFs For 2024
• MCI: Best Of Both Worlds - Solid 8.4% Income And Capital Appreciation
• MGK: Growth Is Likely To Outshine Value In 2024
• USFR: Skate To Where The Puck Is
• GLO: An Interesting Speculation
• WOOD: It's No Lumber, But It's A Good Sector
• EWZ: Brazil's Bull Market Maybe Entering Its Next Phase
• BNDW: A Simple Fund Of Funds For Full Bond Market Access
• One Call To Rule Them All
• CEF Weekly Review: Take Care With CEF Sector Designation
• PSCI: A Small-Cap Sector Winner
• INTL: Strong Performance Out Of The Gate
• With The Fed Still On Hold, FLDR Is A Buy
• SEIX: Impressive Performance Vs. Peers Can Continue
• FVD: A Low-Beta Dividend Fund Under-Delivers
• CEMB: Invest In An Overlooked Asset Class - Emerging Market Corporate Bonds
• ITA: Western Governments Give The Buy Signal On Defense And Aerospace
• EEM: Emerging Markets Could Stage A Significant Bounce
• JCE: Valuation Stays Around Fair Value
• The India Fund: Still A Compelling Play On The 'GDP Growth Champion'
• IVW: Worth Considering If Growth Continues
• VYMI: International Dividend ETF, Growing 4.7% Yield, Some Momentum
• JEPQ: Why It's A Great ETF To Play The Stock Market In 2024
• Invesco Senior Income Trust: When Interest Rates Fall, Time To Bail
• PGF: Unattractive Story Of Decay And Volatility
• BND: Why Your 'Paper Losses' Are All Too Real
• IPAY: A Mobile Payments ETF That Is Currently Overvalued
• PFO: A Near-Term Correction Is Likely (Rating Downgrade)
• Investing Amid The 2024 U.S. Elections: What Investors Should Know
• JDST: A Leveraged ETF I Would Avoid
• Rose's Income Garden: 27 Transaction Review In 2023
• CEF Weekly Commentary | Swap Some MAIN Bonds?
• How ETF Investors Can Take Advantage Of Deal Activity
• IYH: Healthcare Dashboard For January
• PPH: Ignore The Election Scare, Buy Pharma And Healthcare
• Global X Copper Miners ETF: The Structural Bull Market Is About To Get A Cyclical Boost
• How To Build Better Low Volatility Equity Strategies
• Invest $1 Million In These 7 Funds To Live On Dividends Forever
• ONEY: A Value Play Focused On Yield
• U.S. Weekly FundFlows Insight Report: Money Market Funds Post First Weekly Outflow In 4 As Bitcoin ETFs Attract Nearly $1.8 Billion In First Week Of Trading
• MXF: Don't Get Too Excited
• Is There Still A Value Effect?
• TEAF: Discount Widens Substantially, Making This An Interesting Speculative Bet
• IHDG: The Dollar's Rise Isn't Hurting This Dividend Growth ETF (Rating Upgrade)
• Multi-Asset Investing In A Post-Peak Rate Climate
• Time In The Market Beats Timing The Market
• SFY: Is This Zero-Fee Growth ETF Right For 2024?
• Stock And Mixed Assets ETFs Attract Record Net Inflows In December While Mutual Funds See Redemptions
• Interest Rates May Stay Higher For Longer: PDI And PDO At Risk
• BILS: A Place To Park Cash To Pay The Bills
• HIO: One Of The Better Junk Bond CEFs With A Double-Digit Yield
• IYF: A Rotation Out Of Tech Alongside Steepening Yield Curve Helps
• AOK: A Retired Investor's 401k Aggregator
• It's Time To Start Loading Up On Small Cap Value Stocks And VBR Should Perform Well
• PSI ETF: Industry Conditions Are Looking Up, But We'll Give This A Pass
• YINN: Even Contrarians Should Avoid This Trap
• WTAI: A Solid Play For AI's Second Wave
• WEAT: Poor Performance In 2023 And The Prospects For 2024
• Global ETF Market Facts: 3 Things To Know From Q4 2023
• VOX: The Gray Area Of Communication Services
• My Favorite Spot Bitcoin ETF: None Of Them- Hype Vs. Technical Analysis, IBIT Is Now A Bitcoin Indicator
• IYK: Consumer Staples Dashboard For January
• These 7 High-Yield CEFs Reduced Distributions In 2024, Consider Buying Anyway
• IGV: A Great Set Of Overvalued Tech Stocks
• QTUM: A Quantum-Focused ETF With Powerful Optionality
• FUTY: Utilities Dashboard For January
• Most Undervalued Asset Classes, Equity Industries, Segments, And Regions - 2024
• NXG: Poorly Performing Infrastructure Fund, Avoid
• Data Update 2 For 2024: A Stock Comeback - Winning The Expectations Game
• EVV: Limited Duration Income Portfolio With A Decent Discount
• EVV: Near-Term Share Price Declines Likely, But Remains A Hold
• SCHM: A Mid-Cap Proxy For Those Bearish On Large-Caps
• SOXX: Technical Analysis And Outlook For Semiconductors
• VFLO: My Balanced Take On Victory Capital's Free Cash Flow Yield ETF
• ARK Innovation ETF: Upgrading To 'Hold' Based On Portfolio Make-Up
• GAM: A Robust Way To Extract Equity Dividends In A Low VIX Environment
• ARGT: Not So Argentinian, Expect A Drop In Valuation
• Asset Class Scoreboard: December 2023
• KLIP: High Income And Cheap Valuations Suggest Strong Returns
• VAW: Materials Dashboard For January
• Time To Lock In Yields
• Pfizer Dividend Yield Pushes Past 6%
• QQQ: Reaching For A New High (Technical Analysis)
• 5 High Yield CEFs That Raised Distributions In 2024
• Financial Freedom With VIG Vs. DGRW: Only One Is A Worthy Compounder
• PIMCO Update (Quick) | January 2024 | Watch The NAV Momentum Turn
• FPL: Impending Merger Creates Opportunity For Significant Gains (Rating Upgrade)
• ARKK: Tech And Healthcare Favored In 2024, Momentum Off To A Poor Start (Technical Analysis)
• FAN: Time To Be A Fan
• QDPL: S&P 500 And Dividend Futures ETF, Not Quite What I Expected
• JCE: Falling Behind In A Low Vol World
• IGV: A Leading Contender Among Software-Focused ETFs
• CCD: 4 Reasons Why I Would Avoid This CEF
• SPY Is At Its Highest Risk Level (Technical Analysis)
• Why A Cautious Approach May Be Needed For Canadian Equities In The Year Ahead
• IVOL: This Inflation Hedge Is About To Break Out
• CALF: Strong Performance No Matter What Interest Rates Are Doing
• A Volatile Week In Oil As Security-Driven Supply Concerns Counter Demand Concerns
• PIMCO's 14.2% Yield PDI To Gain From Rate Cuts (Upgrade)
• Intel Reports After Close On 1/25 And Options Expire The Next Day
• FDIS: Consumer Discretionary Dashboard For January
• ANGL: Keep On The Watchlist For A Credit Dislocation
• FXI: An Ugly 2023 And Start To 2024
• HPF: Take Some Gains, But Do Not Abandon This CEF Completely
• PDI: No Pain, No Gain
• SARK: Early Buy Rating, As ARKK Is Leaking
• Preferred Stock Double Digit Returns With PFFA
• SCHD: Why This Loser Of 2023 May Transform Into 2024's Winner
• VanEck Retail ETF Shines In The Brightening Economic Sky
• PTF: Technology Dashboard For January
• Eagle Point Credit: I Went Heavy On Buying The Preferreds
• SPDW: A Developed Market Value Proposition
• 5 Closed-End Fund Buys In The Month Of December 2023 (Plus 1 Sell)
• SIL: Signs Of Life In Silver Miners
• With BlackRock Betting On Infrastructure, You Should Consider IFRA
• GDX: Lower Downside Risk For Gold Miners And Favorable Outlook For The Price Of Gold
• ASG: Growth That Is Less Dependent On The Magnificent 7
• AOD: Underperforming Global Fund
• CDL: 3.62% Dividend Yield With Big Quality And Growth Tradeoffs
• SCHB: Worth Holding, But I Prefer Two Other Total Market ETFs
• TLT: The Bond Rally Has More Room To Run
• NEA: Looking At The Positives, And A Future Concern
• 2023 Was A Big Year For The Growth & Income Portfolio
• The Weather Is Changing For Climate-Focused Investors
• FFA: Not The Most Balanced Portfolio, But This Covered Call CEF Is Still Decent
• JEPQ: More Underperformance Ahead
• Investing Themes For 2024
• FIDU: Industrials Dashboard For January
• How To Choose Between The Bitcoin ETFs
• SLVP: Silver Miners Look Ready To Perform
• Is MCHI ETF Truly Undervalued? Here Is Why I Believe It Is
• VGLT: The Time To Buy Duration Is Now
• GDL Trades At A 20% Discount To NAV Despite A Track Record Of Outperformance
• EMB: Will Benefit From A Dollar Decline
• VIXY: Complacent Markets Warrant A Hedge
• Unwrapping The Good Things That Come In Small (Cap) Packages
• Asset Class Mean Reversion: 2024 Review And Outlook
• VO: A Bit Overvalued Compared To Other Peer Mid-Cap ETFs
• RZV: Unnecessary Quality Risks Rarely Translate Into Robust Returns
• IYG: Some Duration Gap Bite-Back, But Insurance Still Looks Good
• EMD: Strong Emerging Market Debt CEF, 11.0% Yield, 12.5% Discount
• BIZD: A BDC ETF Vs. Its Top Holdings
• UTF: Buy This Fund And 1 Other Fund For Reliable Income
• ETG: Discount Keeps This Fund Appealing
• IHF: A Beneficiary With Healthcare Rotation
• NULG: Growth With ESG Is Better Than Growth
• FLTR: Good In Case Higher For Longer Remains
• VIXY: Like A Put Option, Without Using Options
• Pairs Trading Volatility Using ETF Options
• VIOO: Small-Caps Hold The Key
• PBJ: This Food And Beverage ETF Just Got Way More Expensive
• Buy SCHD Over JEPI If You Agree With Howard Marks Recent Memo
• BST: Tech With A Twist
• Market Chartstorm: VTI Losing Momentum After A Stellar Run, Downgrading To Hold
• UGL: Gold Endures To Prove Secularity, But UGL Is A Pass
• EWH: Hong Kong Is A Contrarian Play Ahead Of Rate Cuts
• KBWD: Reasonable Investment, But Better Choices Out There
• Central Securities Corporation Offers A Portfolio For The Long Run
• IVE: It's Value's Time Now
• CSQ: Solid Performance And Sustainable Distribution
• XLU: This SWAN Should Soar In '24
• Looking Back At Equity Factors In Q4 2023 With WisdomTree
• URA: Betting On Uranium Demand When Global Supply Is In Peril
• Tradeweb Exchange-Traded Funds Update - December 2023
• Build A $100,000 Dividend Snowball With These 5 Yields Up To 14.5%
• PRF: Value And Quality Are Attractive, Performance And Fee Are Not
• PBJ: Food And Beverage Works In A Volatile Year
• Radical Transparency: The Performance Of My 189 Write Ups (April 1, 2020 - January 3, 2024)
• Designing A Balanced Portfolio For Retirement
• XBIL: 5.2% Yield And No Apparent Risk To Capital
• ASHR: Too Early To Be A Mainland China Contrarian
• EWH: Will Hong Kong Stocks' Poor Performance Last Year Reverse This Year?
• Small-Cap ETFs: Performance, Fundamentals, And Rankings For 102 Funds
• IJR: Another Opportunity To Switch To Small Caps
• Reviewing My 2023 Investment Results
• SCHD: A Buffett-Style ETF For 2024 And Beyond
• PEX: Private Equity ETF, Small And Illiquid
• PKB: Building And Construction Stocks Facing New Risks In 2024
• FENY: A Cheap ETF To Gain Exposure To The Energy Industry
• JRI: Distribution Bump And Diversified 'Real Asset' Exposure
• MCN: A Fund For Investors Looking To Value And High Yield
• BSJP: A Term Bond For Those Who Want High Yield For 2 Years
• Q4 Report: Tax-Exempt Bond Funds Hit Second Highest Quarterly Return As Fixed Income Rebounds From Q3 Loss
• IYW: Unique Fund Composition Puts It In Pole Position To Move Ahead Of XLK Again
• RPV: 'Pure Value' Is Not Better Than Value
• TECB: More Evenly Diversified At The Cost Of Lower Performance
• MIN: You Have To Understand What You Buy
• GDXJ: Junior Gold Miners Underperform In The Long-Run
• U.S. Weekly FundFlows Insight Report: Equity ETFs Suffer First Weekly Redemption In 15 Weeks - Conventional Equity Funds Witness Their Hundredth Week Of Net Redemptions
• Who Wins If Toyota's Bet On Solid-State Batteries Pays Off?
• How To Determine The Fair Value Of Your Bank Stocks
• SPHD: Go Into 2024 With This High-Yield, Defensive Tilting ETF
• DIVO: Designed To Outperform JEPI
• DHF: Sell This Low-Yielding Junk Bond Fund Before The Market Corrects
• SMH: Downside Risks To Consider For Semiconductors In The Event Of Recession
• HYLS: Strong High-Yield Corporate Bond ETF, 6% Yield
• GUNR: Natural Resources In Play For 2024
• DFSV: Actively Managed ETFs Lead The Small Cap Value Style (Rating Downgrade)
• CANE ETF: Investing In A Sweeter Future
• What Does The End Of The Rate Hiking Cycle Mean For Stocks?
• FXE: The Potential For A Euro Rally In 2024
• The Portfolio Playbook For A Policy Pivot
• Global Asset Allocation Viewpoints, Q1 2024 - Gentle Slope, Not Cliff Edge
• TMFG: Boom Bust Global Fund
• VCLT: Long Term Corporates Now Yield Less Than Cash
• PFM: A Decent Addition To Income Portfolios
• UNG: High Risk, High Reward In The Natural Gas Space
• Can Active And Fixed Income ETFs Keep Their Fund Flow Momentum In 2024?
• The Relative Value Of Insights
• QQQ Is Getting Overpriced, But It's Still A Hold (Upgrade)
• The Month In Closed-End Funds: December 2023
• PSF: Take Some Profits While The Valuation Is Richer Than Normal (Rating Downgrade)
• Sell MORT, Buy These ETFs Instead
• SCHD Vs. SPHD: Only One Is A Worthy Passive Income Snowball
• EWA: Don't Want The Banks
• A Conservative Investor's Year In Review - 2023
• Schlumberger Shares Enter Oversold Territory
• SMH: You Need Exposure To The Vibrant And Lucrative Semiconductor Sector
• ENFR: A Return To Energy Leadership In 2024
• ICF: Office And Retail Create Some Concern
• FLC: This Fund May Not Be Able To Sustain Its Recent Gains (Rating Downgrade)
• UNG: Avoid The Winter Squeeze And Consider A Long In March
• UTF: Solid Long-Term Infrastructure Fund Providing Monthly Distributions
• XLC: The Time To Buy Is Now
• 5 Picks For A Total Return Compounder Portfolio In 2024
• GRPM Shows Value And Quality, But No Excess Return
• iShares Frontier and Select EM ETF: Hardly Perfect, But Don't Write It Off
• SLX: A China-Sensitive Play That's Been Rocketing Lately
• SPGP: Striking The Right Balance Between Growth, Value, And Quality
• SPHD ETF: Dividends And Defensive Sectors To Navigate Uncertainty
• BWX: International Treasury Bond ETF, Uncompelling Value Proposition
• BINC: Newly Launched Active Bond ETF
• EIDO: Indonesian Banks Grow
• In The Year Of The Small-Caps, RMT Is The Answer
• 4 Major Catalysts For TLT In January
• Emerging Markets Diverge As A New Cycle Unfolds
• Can India Continue Its Strong 2023 Performance?
• ETB And FFA: An Opportunity For A Swap
• DBC: Commodities Consolidation In 2023
• USA: Why You Should Skip This Fund And What To Buy Instead
• PPLT ETF: Could Begin To Outperform Gold
• CLOZ: Strong Results Out Of The Gate
• AGGH: An Interesting Hedged Core Bond Fund
• IAT ETF: Some Good, Some Bad
• ECC: Worth Avoiding Equity And Instead Taking 8.5% Yielding Preferred Shares
• HPS: Take Profits And Cut Exposure To Potential Near-Term Losses
• SPYI: Enhanced Flexibility In Writing Covered Calls
• PDI Looks Like It Bottomed And Is Still Yielding Over 14%
• XMHQ: The Middle Ground Sweet Spot For Mid-Caps
• THD: Not Terribly Compelling
• DUSA: Quality-Heavy Portfolio Lags On Growth, Remains A Hold
• How To Use Buffer And Defined Outcome ETFs To Manage Risk
• LVHD: Low Volatility, High Dividend, And Built For A Changing Market
• Part 2: New Selections For 2024 Long-Term Portfolios And Their Performance Vs. The S&P 500 Since 2018
• VGT: Might As Well Own Apple And Microsoft
• Data Update 1 For 2024: The Data Speaks, But What Does It Say?
• YYY: Too Many Factors Working Against This Income ETF
• Live And Let Bond (Prices Move)
• Will The 'Magnificent 7' Soar In 2024?
• SPYV: Weak On Value, Strong On Growth
• U.S. Cannabis Investing: An Overview
• Perspective On A New Year
• PDO: Can It Go From Bad To Mediocre?
• Changing My Stance And Loading Up On SCHD
• SPLB: High Duration Investment Grade Bond Fund, 5.4% Yield
• EWC: Reasons For Upping My Canadian Exposure In 2024
• BATT: Falling Metal Prices Great For EV Consumers, Headwind For ETF
• FCT: Protect Your Recent Gains And Boost Your Income With This Floater Fund
• PDI: A Story About Good Leverage And Quality Holdings
• PAXS: Major Reversal Expected In This 12% Yielder From PIMCO
• XMHQ: Return Was Great In 2023, But Average Since Inception
• Equity Funds Post Their Best Quarterly Returns Since 2020 For Q4 2023
• Did A Downward Ratchet Of The Bull Plateau Start On Dec 29, 2023?
• BND: The 2024 Bond Market Should Be Quiet Unless Another Straw Hits The Camel
• IWN: If 2024 Is For Value And Small Caps
• HDV Could Be A Solid Dividend-Focused ETF For 2024
• BME Vs. THW: A Distribution Cut Should Widen The Performance Gap
• ISCG: Gap To Catch-Up To The General Rally
• Eagle Point Credit: Where This 17.2% Yield Might Fit Into Your Portfolio
• Navigating Macro Currents In 2024
• My Dividend Growth Portfolio: Final 2023 Recap
• UUP: Position For A Dollar Bounce As Dovish Bets Unwind
• XT: Forget ARKK, This Is The Better Innovation ETF (Rating Downgrade)
• IEO: US Inventory Replenishments Could Lead To Resumed Mandated Supply Cuts
• TLTW: Still Too Risky, Even With A 19.9% Yield
• SPSM Vs. IWM: The Index Followed Drives Different Results
• XLU: A Flight To Safety And Yield As The Fed Gets Ready To Cut Rates
• IUSB: A True Total Bond Market Index ETF
• XLU Is Outperforming The S&P 500 Amid Uncertainty (Rating Upgrade)
• SCHH: Worth Buying, But I Like Another REIT ETF Even More
• VSDA: Focuses On High Quality Dividend Growth Factor
• The RPD Portfolio Across 2023: Still Winning
• The RING Gold Miners ETF: Reaching For Bright, Shiny Objects
• Bridging The Gap: Unlocking The Value Paradox Of Pershing Square
• VNM: Still An Attractive Frontier Market Growth Story
• BLW: A Nice Compromise Holding For Your Debt Allocation, But Current Price Is Too High
• VB: A Few Reasons I'm Still Bullish On Small Caps
• RIET: High-Yield REIT Index ETF, Strong 9.5% Yield, Risky Holdings
• SHYG: Wages And Expectations, Inflation Won't Go Down
• SWAN Vs. IGLB: Which Helped You Sleep Better At Night?
• IGIB: Just The Right Amount Of Duration And Credit Risk
• ROBO: Better Positioned To Benefit From AI Commercialization
• Why The SPY Is Falling (Technical Analysis)
• Why Dividend Stocks Could Likely Pummel Growth Stocks In 2024
• EOS: A Worthy Candidate For Your Income Portfolio
• SPX Options Offer An Opportunity For Hedged Equity Exposure, Secured By A 5% Yield For The Year Ahead
• IUS: A Good Core Equity Replacement
• LVHD: Valuation And Quality Look Good, Performance Is Disappointing
• QID: If You Want To Speculate On 2024 Recession, Big Tech Crash
• EPOL: PKO Legal Issues Subsiding
• UTF: Time To Load Up On A Solid 8.7% Yielding Infrastructure CEF
• Moat Stocks' Reign Over The S&P 500 Continues
• My Top 10 Closed-End Fund Holdings: December 2023
• Stock Picker's Guide To 2024
• PBDC: 'Keeping It Simple' With Our BDC Investments
• JPST: Should Return To Outperforming Cash (Rating Upgrade)
• DGRO Vs. RDVY: Same Goals, Different Approaches
• BSL: Floating Rate Fund, 10% Yield And 10% Discount (Rating Upgrade)
• One Year Later: Recapping Quality Growth In 2023
• PHD: Switch From Bonds Into This Floating-Rate Loan Fund
• LABD: An Absolute Avoid
• BST: Collect Income While Tech Potentially Benefits From Rate Cuts
• FRDM: The Emerging Market Alpha Is In Liberty
• NBB: Yield Is Low Versus Alternatives And Bonds Are Overpriced
• TLTW: Bond Volatility Should Ease In 2024
• FTEC: Apple Outlook A Headwind
• JEPI Vs. SCHD: One Is Good, But The Other Is Better
• Rose's Income Garden December And Year-End Success Report: 5.9% Projected Dividend Yield
• EDIV ETF: A Mixed Perspective
• Growth Portfolio 2023 Review: Rising From The Ashes
• Equity CEFs/ETFs: Top Picks For 2024 - Part II
• Portfolio Return Expectations By Investors Are Too High
• XSMO: Best In Small-Cap Growth Class
• GCOW: Rare Combination Of High Yield And Dividend Growth
• BBRE And VNQ: David Versus Goliath
• Equity Investing In 2024: How To Position In A World Of Uncertainty
• CLOU: A Strong Cloud Computing Play
• How To Invest $600,000 In 2024 To Live Off Of Dividends Forever
• Private Credit Outlook: Evolution And Opportunity
• Calamos Investment Team Outlooks, January 2024
• IYE: There Are Better Alternatives To Play The Oil And Gas Sector
• Adding SDS To Our 2024MP Model Portfolio (Technical Analysis)
• SPY And QQQ: Fundamentals Remain Strong, Buying The Dip
• QQQY: Too Early To Call On This New And Untested Strategy
• U.S. Weekly FundFlows Insight Report: Equity ETFs Start 2024 With 14th Straight Weekly Inflow
• DIA: Why The Dow Could Outperform SPY, QQQ In 2024
• SCHD: 2023 Was Tough, But This High-Quality Dividend Fund Should Rebound In 2024
• XRT ETF: Not The Best Bet
• GCOW: Large-Cap Global Value Fund With Attractive Distribution Yield
• USCI: Expensive Commodities ETF, Better Alternatives Exist
• IWMY: 57% Yield And Rapid Decay
• SDVY: Best Of Breed Small And Mid-Cap Dividend Growth ETF
• COMT: Bearish Q1 Macro Risks, Poor Momentum As 2024 Gets Going
• Apple Is Oversold
• LQDH: A Hedge For The Fed Not Pivoting
• GLD: Gold On The Verge Of A Major 2024 Breakthrough
• VEA: Value Outside The U.S.
• HEWJ: Not Expensive At All Despite Strong Outperformance
• HYG: Spreads Near Historic Lows Limit Room For Alpha
• Verily Volatility: SPY Puts Are Cheap And The Market Is Selling Off
• 2023, 2024, And The Road Ahead
• NMZ: Take Profits Now Before The FOMC Disappoints The Market
• GOF: Valuation Comes Down (Rating Upgrade)
• Recurrent MLP & Infrastructure Fund Is A Win-Win For Investors
• ARKQ: A High P/E, Concentrated Allocation, Struggling Long-Term Momentum
• JVAL: A Healthy Mix Of Inexpensiveness And Profitability, Worth Shortlisting
• Twenty-First Century Fox: DJCI Gold Tops Stocks And Bonds This Century
• KWEB: Beijing Is Becoming Incrementally More Friendly To Its Private Industries
• COM: A Low Volatility Play On Commodities
• Shipping Sector Breaking Out Of Big Bases, Bullish On BOAT ETF (Technical Analysis)
• ARKX: Performance Lost In Space, Avoid
• ARXX: Performance Lost In Space, Avoid
• Improving Risk-Adjusted Returns With U.S. Quality Dividend Growth
• LVHI: Other Currency-Hedged ETFs Look More Attractive
• SVOL: Trends Reverse, Reinstating My Buy Rating (Upgrade)
• AOA: The One-Stop Asset Allocation Play
• Bank Of America Report On 1/12 — Options Expire The Same Day
• Three 2023 Lessons We Carry Into 2024
• RSPG: Could Be The Energy Play Of 2024
• RDVY: A Core Dividend Holding Contender
• XHB: Taking Profit And Switching To A More Selective Approach
• End Of 2023 Review Disappointing +0.8% / +5.4%
• SOXL Is A Buy For 2024, But Patience Is Key
• Project $1M: 2023 Review
• Not So NEAR To Our Heart Anymore As Distribution Cuts Loom (Rating Downgrade)
• ACP: Strong Sell Despite 17% Distribution Rate
• DIVO: A Fit For Income-Seeking Investors Who Want Additional Possible Upside
• Biotech Bonanza: 2024 Biotech Outlook As The Fed Turns Dovish
• DON: Multi-Factor Mid-Cap ETFs Look Better
• XSHQ: My First Look At This SC Blend ETF Results In A Hold Rating
• FINS: This Unique CEF Is Nice As A 'Feel Good' Investment, But It Is Nothing Special
• SILJ: May Not Provide The Best Long-Term Exposure To Silver
• MORT: A High Dividend Yield Mortgage REIT, But With Red Flags
• UTG Vs. UTF: Similar 8.5% Yields, But There Is A Clear Winner
• VYM: 2023 Is Over, And This 3.12% Yielding ETF Is Holding Its Own
• Playing A January Volatility Bounce With UVXY
• HDV: Opportunity Cost
• Green's Portfolio: 2023 Review And 2024 Outlook
• PICK: Metal Recovery To Further Improve Valuation Discount
• 3 Thoughts On 2024 ETF Investing Trends
• Monthly Newsletter - December 2023
• Clorox: Not Wiped Out By Cyber Attack, Earnings And Revenue Need Cleaning Up
• ZROZ: Long-Term Treasury STRIPs ETF, For Dovish Traders
• 'Buy Low Sell High' Using Sector BPI Investing Model
• MSOS: Cannabis Sector Consolidating Under The Radar, Looking Constructive (Technical Analysis)
• FUND: Looking More Tempting As Discount Widens, But Not A Bargain Yet
• Portfolio Performance 2023 And Promising Stocks For 2024
• 3 Simple Lessons I Wish I Knew At The Onset Of My Investing Career
• SPYD: No Compelling Reason To Own
• IDOG: International Dividend Stock Investing With A 5.6% Yield
• 2023 Was A Solid Year For High-Conviction Stocks
• December AAII Asset Allocation Survey: Stock Allocations Above Average
• UDOW: Drift And Leveraged ETFs Dashboard For January
• Oversold Conditions For Starbucks
• Two Harbors Investment Passes Through 13% Yield Mark
• BNDX: A International Bond Proxy
• HACK: Cybersecurity Only Set To Grow
• QQQX: Discount To NAV Presents A Buying Opportunity
• IHI: High Valuation But Growing Healthcare Play
• GLTR: Precious Metals Should Continue To Shine In 2024 (Rating Upgrade)
• STEW: Sell This Underperforming Low-Yield Fund
• BKLC: A Large-Cap Fund That's Free
• The Return Of Buy Low Sell High
• Consider Selling VTV, Buying These Value ETFs Instead
• January Stats And New Year Investing Resolutions For 2024
• FDN: Buy High-Quality And Strong-Momentum Internet Stocks (Technical Analysis)
• QYLD: 2023's Tech Bull Run Left This Covered Call Strategy In The Dust
• QYLG: The Better Cousin Of QYLD
• Our Biggest Mistakes Of 2023
• Do The Mutually-Constrained-Dual Controls Work Out Nicely In 2024?
• Investments And Strategies For 2024
• SMH: Taking Advantage Of Expected Global Semiconductor Growth In 2024
• BITO: 2024 May Be Bitcoin's 'Make Or Break' Year
• SPLG: S&P 500 Dashboard For January 2024
• 3 Lessons From 2023
• NDMO: Few Reasons I'm Upgrading Outlook For This High Yield Muni Fund
• ADX: 4 Reasons To Be Cautious Despite Recent Outperformance
• Time For Small Caps?
• The Companies I Sold In 2023: Unveiling The Reasons Behind My Decision
• AUSF: Good But Not Great Way To Gain Multi-Factor Exposure
• IWY: Strong Choice Despite Growth Rotation Challenges
• CSHI: T-Bill And Option Spreads ETF, 6.2% Yield
• RMMZ: Interesting Dual Muni Bond Strategy Earns A Sell Rating
• TSLY: IRS Says Thank You For Your 'Investment'
• Top 5 Stocks To Consider Avoiding As We Begin 2024
• Reflections On 2023: Blended 98.4% Total Return
• The Zen Ten - My Top Picks For 2024
• 2023 FY Portfolio Review: Alpha Sought And Gained
• 2023 Portfolio Review: The Costs And Benefits Of Playing Defense
• SCHD: Will 2024 Be The Year Of Redemption?
• IGA: Trading At A Discount For A Very Good Reason
• VBK: The Case For Small Cap Growth Heading Into 2024
• UTF: This 8.5% Yielder Has Become More Attractive
• IBHE 2025: 7% Yield With No Duration Risk
• ARKF: Bullish Tech And Crypto Momentum Into 2024
• MCI: Strong Track Record But Not At A Bargain
• INCO: Keeping The Faith In India's Consumer Champions
• EMLC: Forget Gold, Look To Foreign Currencies In 2024 - With A 6.4% Yield
• RQI: REITs Vs. BDCs And CEFs (Building A Big-Yield Portfolio)
• ARWK: A Crypto Beneficiary In '23, Bullish Momentum '24
• Bonds Are Pricing Storm Clouds That Equities Are Ignoring
• A Millionaire's Christmas And New Year's Strategy (And Plans For 2024)
• 'Soft Landing' Pivot Could Be Goldilocks For WIW
• CWB: Solid Convertible Bond ETF For Total Return Or A Small Cap Alternative
• The Dual-Control System, Instant Trading, And Pulse Of Bull Plateau
• Year-End Portfolio Review: 9 Stocks, 5% Above The S&P, And 3 Resolutions
• MGV: Buy Into The Right Mega-Caps
• KOLD: Time To Book Your Winnings (Rating Downgrade)
• JEPY: It Turns Out That NAV Actually Matters
• URNM : Waiting For Price Consolidation
• CDC: Ineffective Momentum Strategy, No Reason To Buy
• SDOG: The Mean Reversion Play
• MOAT: A Great Core Equity ETF, But I Won't Buy It Now
• Concerned About Valuations In The U.S. Equity Market?
• STIP: The Play For Resurgent Inflation
• SMIN: India's Small/Mid-Caps Are Exuberant But Not Irrationally So
• My Long-Term Portfolio Heading Into 2024
• IWM Has Broken Out: Strong Buy
• UPRO: It's Time To Delever Stocks As We Begin 2024
• Top 5 Portfolio Positions Going Into 2024
• SMIN: Indian Small Caps - A Gateway To Emerging Market Growth
• MLPA: 2 Out Of 3 Ain't Bad (Rating Upgrade)
• RLTY: REIT Exposure At A Discount With A Strong Distribution Yield
• IWM: A Valuation Reset Amid A Technical Breakout, Reiterate Buy
• IGD: An Option-Income CEF Trading At A Huge Discount (Rating Downgrade)
• FNDF: A Good International Fund
• RNP: One Of The Best Real Estate Closed-End Funds
• So, You're Thinking About Building A Cybersecurity Strategy?
• VOOG: Decent Growth ETF, But This Other Fund Is Still My Favorite
• SPE: Distribution Set To Increase In 2024
• HYB: Buy The Wide 14% Discount
• BGR: Weak Relative Performance Set To Continue
• HIGH: Unique Income ETF Focusing On Option Spreads, 9.4% Distribution Yield
• PIN: Outperform With India's 'Best Of Breed'
• PDBC: Time To Buy This Unloved Commodities Fund
• India In 2024 And Beyond
• FQAL: Not The Most Attractive Quality ETF
• FIW ETF: Investing In Water
• RSPS ETF: A Mixed Bag Between Fundamentals And The Chart
• DAPP: Eyeing An Upside Target, High Volatility & Valuation Are Key Risks
• MBB: A Good ETF To Access Mortgage-Backed Securities
• Starwood Property Trust Dividend Yield Pushes Above 9%
• PIN: A Good India Play
• RCS: A Decent Bond Fund, But Best To Wait For A Better Entry Price Given Risks
• AVUS: An Upgrade To VTI
• KCE: Why I'm Very Bullish On This Capital Markets ETF
• BOND: Reiterate Buy On Bullish Outlook For Bonds
• CPER: The Compelling Case For Copper In 2024
• GXC ETF: Unfavorable Macro Backdrop Offset By Favorable Technical And Valuation Sub-Plots
• PCQ: One Year Later, A Vastly Different Story Can Be Told
• RSPT: The Equal Weight Play For Technology Bulls Into 2024
• PFFA: Strong Preferred Stock ETF, Fully Covered 9.7% Yield
• NVG: 3 Reasons To Be Cautious Despite Large Discount To NAV
• GRID: A Smart Choice For Taking Advantage Of Clean Infrastructure Growth
• MUNI: Outperforming Competitors, But Still Unattractive
• GOVZ: Now Might Be The Worst Time To Go Long, Long Bonds
• TYG: Shares Underperforming Portfolio Could Present An Opportunity
• The 2024 Small-Cap Playbook: Value And Dividends
• QQQM: A Better Nasdaq 100 ETF Than QQQ For Long Term Investors?
• QQQ: You Have Been Pumped And Warned By The Bond Market
• DBJP: You Want The Yen Now
• Real Assets: Poised To Excel In 2024
• DLY: A Strong ~9.6% Distribution Yield From This Multi-Sector Fixed-Income Fund
• 2024 Outlook Q&A: Rates, Landing And Where To Invest
• When Multiple Megatrends Collide, Lives Might Be Saved
• Ozempic Can't Help Your Overweight In Big Tech: Global ETF Diversification Ideas For 2024
• Q4 2023 - International Equity Review And Outlook
• IYH: Good Way To Gain Exposure To The Healthcare Sector
• XSHQ: Weed Out Junk From Small Cap Investing
• TIP: The Inflation Fight Is Not Over Yet
• CALF: Small-Cap Investing With A Value Tilt
• XSHQ: A Quality-Heavy Fund With An Edge Over A Few Peers
• SCHD: Too Loved In 2023
• DBJP: A Riskier Outlook For The Hedged Japan Playbook
• Getty Realty Dividend Yield Pushes Above 6%
• VSS: Well-Ranked In The Global Small-Cap ETF Category
• TSLY: Fundamentally Not A Tesla 'Income Strategy' But A Speculative Instrument
• MCHI: China's Economy Could Be Facing Long-Term Structural Decline
• Verily Volatility: SVIX The Short Idea For 2024?
• EAD: A Great Junk Bond Fund That Could Experience Some Short-Term Pain
• EMO: This CEF Is No Longer Cheap (Rating Downgrade)
• GDX: Metal Mining Stocks Breaking Out; Focus On Gold Miners (Technical Analysis)
• DGRO And VIG: Which Is The Better Buy?
• EOS: Solid Performance From This Covered Call Fund With An Attractive Discount
• XLK: Tech Still The Sector To Own, But Patience May Equal Profits
• Dogs Of The Dow For 2024, And Why DJD Is Outperforming SCHD
• Save Thousands In Taxes With This Year-End Strategy
• Don't Give Up On BDCs In 2024
• CIK: Shares Of This Junk Bond CEF Are Trading At An Unjustifiable Price
• TCAF: A Promising Active Fund
• Avantis US Small Cap Value: My 2024 Answer To Overvalued Large Cap Tech Growth
• TUG: An Active ETF That Aims To Be A Hedged Version Of QQQ
• 6 ETFs For A High Yield Dividend Portfolio In 2024
• BUZZ Investing: Stock Markets Rally As Fed Signals End To Rate Hikes
• iShares MSCI Japan ETF: The Stars Are Aligning
• CHY: This Convertible Fund Could Be Worth Picking Up If The Price Improves
• RSPT: How An Equal-Weighted ETF Can Outperform In The IT Sector
• CGO: Multi-Asset Global Allocation CEF, 10% Yield
• INDY: India's Nifty 50 Index Breaks To Fresh Highs, Eying Further Upside
• DBB: Aluminum, Zinc, And Copper In 2024
• EFT: Should Work To Protect Against 2024 Market Volatility
• PFXF: The Problem With Preferred Shares
• AWP: No Meat On This One
• Ex-Dividend Reminder: Illinois Tool Works, Canadian Pacific And Deere
• JLS: Take Advantage Of The 2024 Housing Reversal With This 10% Yielder
• KNG: Big Yield, Unimpressive YTD Returns
• INDY: No Stopping India's Nifty 50 Stocks Into 2024
• BOTZ: AI Stocks Continue To Shine, Face 2024 Challenges Amid High Valuations
• PIMCO CEF Update: PIMCO Trades The October Swoon
• MEGI: Megatrends In Infrastructure Looking Attractive With A Deep Discount
• Investing Beyond The Magnificent 7
• SPAB: Fed's Comments Are Dovish But Bearish
• GUG: Not Perfect, But Still A Decent Way To Invest In The Debt Markets
• Latin America: Tailwinds Present Ample Opportunities In 2024
• U.S. Weekly Fund Flows Insight Report: Large-Cap Equity ETFs Post Largest Weekly Inflow Since March 19, 2008
• Korea Fund: Accumulate On Stronger Export Data
• UPRO: Can One Stomach The Volatility
• What To Do With High-Flying Tech At The Start Of 2024?
• KWEB: Is It Different Now
• Capital Gain/Loss On Holdings And Trading Gain/Loss With Cash Cows
• UTG: Buy It Before The Up-Cycle Starts
• REMX: Too Much Lithium In The Mix
• SVOL: It's Time To Trim (Rating Downgrade)
• Weekly Commentary | Dec 17, 2023 | How To Identify If Low Coverage Ratios Are A Red Flag
• U.S. Equity Outlook: Opportunities For Active Management
• Ramaco Resources: The True Rare Pair Trade For 2024
• WEBL: Internet Stocks Are In A Strong Uptrend (Technical And Intermarket Analysis)
• JPC: High Fees And Volatility But Large Discount To NAV
• Korea Fund: Brighter Skies Ahead
• USD: An ETF For Investors To Double Down On Semiconductor Growth In 2024 And Beyond
• SSO: Time To Reduce Leverage As Market Risk Grows
• DSTL: An Alpha-Generating ETF Positioned To Gain Significantly
• The S&P 500 VOO ETF Keeps Investors From Missing Out On Transformations
• ACWI: A Stellar End To 2023, Eyeing Early 2024 Election Year Risks
• BKHY: A Challenger To JNK In The High Yield Space
• SCHG: Owning The Best For 2024, But There's A Catch
• Consider Selling HYG And Buying SPHY Or USHY Instead
• ASGI And BUI: 2 Conservative Utility Plays For 2024
• CEF Weekly Review: Why Covered Call CEFs Are Not 'Equities At A Discount'
• PFFV: An Interesting Take On Preferreds
• 5 Best CEFs This Month For 9.5% Yield (December 2023)
• GUSH: Uncertainty Over Red Sea Passage Creates Short-Term Trading Opportunities
• My Portfolio Allocation For 2024
• PULS: A Good Short-Duration Place To Park Cash
• QQQ: Cautious Optimism For 2024
• Buffett's Stock Sales, Musk, Lynch, And More Signal Downturn: Avoid SCHG
• GUSH: For Oil Bulls
• INDS: Certainly Worth A Look
• SCHD: Dividend ETF That Delivers Consistent Dividend Growth
• How I'd Invest $1 Million Today
• FDVV: Fidelity Smart Beta ETF's Smart Sales Pitch Is One Investors Should Be Skeptical Of
• IWF: Price Isn't Everything; Favor Growth Over Value
• VIG: Hedge Your Magnificent 7 Bets With This $84 Billion Dividend Growth ETF
• PHB: Unattractive High Yield Fund, Better Alternatives Exist
• Outlook 2024: What To Own In The New Year
• QDPL: High Yielding S&P 500 Exposure
• FNDA: Small-Cap ETF Beating The Benchmark, But Not Some Competitors
• IYT: The Anti-Recession Play
• LDP: Situation Improved For This Preferred Stock Fund, But Risks Still Abound
• Schwab US Dividend Equity ETF: A Leading ETF For A Low-Rate Environment For 2024
• IEF's Implied Volatility: Why I Like Selling Covered Calls In A Turbulent Market
• FALN: Fallen Angel ETF, Proven Investment Strategy, Strong Performance, 5.4% Yield
• HYI: High Yield Fund With A ~9.6% Distribution Rate
• USO: More Upside Than Downside
• TUR ETF: The Temptation Is There, But Best To Stay On The Sidelines
• FXI: A Single-Digit P/E Overshadowed By A Strict Political Regime
• For Those Investors Stuck On Yield, 2023 Was Opportunistic
• Nike Shares Cross Below 200 DMA
• GDO: A Term Fund That Is A Play On Rates
• SPGP: Not Very Reasonable
• Market Concentration In Magnificent 7 Distorts Index Exposures
• SLV: Silver Is The Hedge Against Bank Issues In 2024 And Beyond
• CIBR ETF: Opportunities In The Rapidly Evolving Cybersecurity Landscape
• RFV: Is It Worth Sacrificing Quality For Value?
• Argentina's Investment Potential: 2 Key Factors To Consider
• Actively Managed ETFs: Growing At The Expense Of Mutual Funds And Passive ETFs
• FNDE: Attractively Valued, But Overweight In China And Financials
• DHS And VYM: They Lost Me At Hello - Investors Can Do Better Than These Overpopulated Dividend ETFs
• IUSG: Strong Sentiment But Stretched Valuations
• XLP: Staples Turn Cheaper In 2023, Waiting On Improved Momentum
• Commodities: An Immaculate Asset For An Immaculate Disinflation?
• IGLB: A Good Proxy For Investment Grade Exposure
• Will Interest Rate Headwinds Turn Into Tailwinds?
• INDA: To $4 Trillion And Beyond For India
• FCG: Buy The Bottom In Natural Gas Prices
• EDF: Amortizing Emerging Market Debt Fund, Avoid
• SCHA ETF: Potentially Better Prospects, But Not The Best Entry Point
• ETG: Fully Covered 7.07% Yield And An Attractive Entry Price
• SGOV: A Smart Way To Earn A 5.4% Yield
• FSTA: A Good Staple For An Equity Portfolio
• SPPP: A 2023 Beatdown Led To A Recovery
• GNR: Ride The Growth Of Global Demand
• SCD: Add Diversification To Your Portfolio With This High-Yielding Fund At A Discount
• Alerian MLP ETF: Upgrading To 'Buy' With Midstream Sector Undervalued
• SVOL: Looking To Generate Income From The VIX? Look Elsewhere
• SCHG: It's Time To Get Fearful
• An Alternative Outlook Note For The Season
• ESGV: An Ethical ETF Outperforming In 2023
• Warren Buffett's Wealth-Building Formula: Consider VIG Instead Of Berkshire Hathaway
• Michael Craig On Key Investing Themes To Watch In 2024
• Reflections On COP28: Opportunities Amid Challenges
• HQH: Remains Beaten Down But Also Remains An Interesting Prospect
• DNP: Remain Neutral On Fund Valuations
• KSA: Assessing Potential Value For 2024 And Beyond
• HNW: This 10% Yielding CEF Gets A Downgrade
• SDS: Don't Be Tempted To Bet Against Stocks For The Long Term
• XLV Likely Back To Outperforming
• Using QQQE To Add Equal Weight To Your QQQ Portfolio
• PFFD: I'd Buy As 'Higher For Longer' Narrative Fades
• JEPY: This 13% Yielder Is Underpinned By A Solid Strategy
• VXX: January Is Historically When Volatility Gets Going
• FRA: A Good Way To Hedge Your 2024 Interest Rate Risk
• BNO: Oil ETF Packs A 1-2 Punch, Return Potential And Volatility
• IRBO: Low-Cost Diversification Pays Off - Even In AI/Robotics
• ITB: Permit Trends Foretold A Surge In Starts And A Home Builder Run-Up - Now What?
• VMBS: A Beneficiary Of Lower Rates
• FTHI Vs. JEPI: Who Has Got You Covered?
• TAN: Take It From A Florida Man, This One Could Shine, Then Burn
• SPYI: This 11.9% Yielding ETF Is Establishing A Solid Track Record
• Reviewing My Alternative Assets And Their Purpose
• IUSV: An Old Value ETF Beating Most Competitors
• ETY: Call Writing Equity Fund Providing Monthly Distributions
• VUG: I See Large-Cap Growth Easing A Bit To Start The New Year (Rating Downgrade)
• DBL: This Is A Decent Bond Fund, But Not When It Is At A Premium
• 5 Cutting-Edge Innovations Redefining Battery Technology Right Now
• Sell Cash, Buy Stocks As Powell Pivots?
• Brad Simpson: Why Diversification Is Key For The Year Ahead
• WCLD: Shares Surge In Q4, Quality And Revenue Growth In Favor, Technical Resistance
• NBXG: Still A Mixed Bag, But It's Been Improving
• Soft Landing: Investment Implications For 2024
• SMOT: Popular Strategy Applied To Small-Caps
• VFVA: Strong U.S. Value ETF, Cheaper And Better-Performing Than Peers
• EMHY: Not A Good Entry Point
• XLE: Short-Term Bear, Long-Term Bull
• DBA: Agricultural Commodities Offer Value For 2024
• PFFD: Preferreds From Financials Make Sense Here
• TLT: 2% Rate Cut Is A Possible 2024 Black Swan
• COWZ December Reconstitution: 21 Substitutions And A Bold Bet On Energy Prices
• Equity CEFs: Owners Of SRV Take Notice
• ESGU Chooses Ethics Without Adding Risk
• NFJ: Deep Discount Looking Attractive
• IMCG: A Great Way To Access Mid-Caps
• MCN: Suitability Depends On Your View Of The Market
• HNDL: A Moderately Conservative Strategy Begins Its Great Comeback
• SPLV And The Battle Of Low Volatility ETFs
• XLB: Materials Dashboard For December
• Weekly Closed-End Fund Roundup: Blackstone Senior Loan CEF Cuts
• JAAA Vs. BIL: Which Is Best For Income Investors And Retirees?
• Buy Rating On TNA For The Coming Small Cap Breakout
• ICVT: If You Don't Know Convertibles Yet, It's Time You Did
• OXLC: Understanding Distribution Coverage
• UGA: Time To Put Gasoline On The Investment Radar (Rating Upgrade)
• TBIL: Fed Pivoting Away From 'Higher For Longer'; Investors Should Look For Exit (Rating Downgrade)
• Should You Invest In International Stocks?
• SMLF: Mostly Mid-Cap, Rather Volatile Mix, Only A Hold
• 2024 Pairs Trade: Long Tech Vs. Short Financials
• Bullish Sentiment Is Too High Going Into Recession: Sell VTI (Rating Downgrade)
• Why I Sold Out Of JEPQ
• KMLM: December Futures Rolled Out, Analyzing The Changes
• RSPU: Utilities Dashboard For December
• U.S. Fund Investors Turn To ETFs And Money Market Funds In November
• NTG: Despite The Fall In Natural Gas Prices, This CEF Is A Buy
• IJR: This Small Cap ETF Makes Alpha
• SCHX: Ride The 'Everything Rally' With Minimal Quality Tradeoffs
• USOI: More Clarity On The ETN's Future, Expecting An Oil Bounce
• CVRT: Calamos Launches Convertible ETF
• USMC: Active Large Caps That Perform Like Passive
• REZ: A Good REIT Play
• NCZ: Bursting Convertibles Bubble Still Weighs On This Fund
• BSTZ: Going To Take Some Time To Pay Off
• PTY: This 10% Yielder Is Underwater, But The Prospects Are Still Attractive
• AMLP: A Solid, 8% Yielding ETF With A Focused Portfolio, The Way I Like It
• Buy TQQQ For More Tech Stock Upside Into 2024
• VUG: Recent Months Have Shown Very Limited Upside For 2024
• XLV: Considering The Low-Maintenance Option To Navigate The Healthcare Sector
• Why We're (Still) Underweight Securitized Assets
• 2023 Review: Building A Durable Portfolio
• MGC: The Big Can Get Bigger
• STK: High Income And Excellent Growth, But Is It A Buy?
• SPY: Tactically Bullish - The Bear Thesis Collapsed
• XLY: Consumer Discretionary Dashboard For December
• A Major Market Disruption Is Underway: How To Invest $100,000 For 2024
• BTZ: Good Debt Allocation Fund, But Fixed-Rate Bonds Might Be Overpriced
• Seraphic Cash-Cows On Plateau Prairie
• First Trust Energy Infrastructure: A Closed-End Fund's ETF Conversion
• TDF: Tender Offer Is Live
• FSD: 4 Reasons Why I Would Avoid This CEF
• SH: Don't Short The S&P 500, At Least Not Yet
• FIF: Some Potential Before Possible Conversion
• EWT: High Concentration, But A Reasonable Valuation With Momentum
• RSP: It's On The Right Track
• URNM: Uranium Miner Bull Market Peaking As Valuations Stretch
• IFRA: I Like The Infrastructure Business, But It's Too Diversified And Not Cheap Enough
• FHLC: Healthcare Can Work Well In 2024
• SCHD: A Long-Term Dividend Play With Potential To Generate Additional 'Income'
• RVT: SmallCaps May Outperform In 'Soft Landing' Scenario
• Consider Selling DIVB And Buying SYLD Instead
• EWT: Improved Taiwan Risk/Reward Heading Into Election Season
• Infrastructure Outlook: Diversification Benefits Could Be Timely
• RFI: Earn 8% Yield In 2024 On Real Estate
• EMLP: An Example Of How Past Performance Fools More Investors Than A Ponzi Scheme
• XAR: A Solid ETF To Capture Record High Defense Spending In 2024
• CLOI: An Interesting Fund To Access Collateralized Loans
• VIS: Industrials Dashboard For December
• VDC: Consumer Staples Dashboard For December
• Don't Sell Those Long-Term Treasuries
• PFN: This Popular Bond Fund May Be Riskier Than Believed
• PEY: Another Perennial Underachieving Dividend/Yield Focused Fund
• PCN: Still Not A Buy As We Look To 2024
• BDJ: Value-Oriented Portfolio With Attractive Discount And Distribution Yield
• SRET: Overly Speculative Despite More Accommodative Interest Rate Environment
• Embracing Dividend Opportunities In 2024
• LABU: Buy As The Biotech Sector Starts A New Bull Market (Technical Analysis)
• PSQ: Too Much Short Selling Points To Even Higher Prices For The QQQ
• CEF Weekly Review: Leveraged Muni CEFs Come Back From The Dead
• PDO: Play The Fed Pivot With This 12.6% CEF Yield
• KNGZ: Is First Trust's New Dividend Aristocrats ETF Better Than NOBL?
• DGRW: A Competitive Dividend Growth ETF With A Subpar 1.8% Dividend Yield
• TUA: Revisiting Post December FOMC, Upgrade To Buy
• CHI: Time To De-Risk After The Rally (Rating Downgrade)
• PAI: Investment-Grade Focused Fund Sees Another Distribution Bump
• PHO: Drinking Water Is Bullish
• SPTM: Good To Get Mid And Small-Cap Exposure
• PAXS: Continuing Failure To Cover The Distribution
• FXL: Technology Dashboard For December
• KBWY: Revisiting This Risky REIT ETF After Rates Have Peaked
• IXJ: Healthcare Dashboard For December
• Big Winners In QQQ, TQQQ Can Use Options To Relax More, Skip The FOMO. Here's How.
• CQQQ: Steep Valuations For Chinese Tech
• Billionaires Bearish On Magnificent 7: JEPI Or JEPQ For Massive Dividends?
• CEF Weekly Commentary | December 10, 2023 | High Quality Opportunities
• SCHD: Avoid Disaster To Sleep Well At Night
• IWP: Overweight This ETF In 2024
• Quality Matters - Especially Now
• The Fed Has Spoken And JEPQ Is Positioned For Growth And Income In 2024
• XLI: The Forgotten Industrial Sector ETF Just Hit A New All-Time High
• FMIL: An Impressive Active Fund
• U.S. Weekly FundFlows Insight Report: Money Market Funds See First Weekly Outflow In 8 Weeks
• CCIF: This 15%-Yielding Fund Is Hitting Its Stride
• Investing In An Inverted World
• Multi-Asset Income Investing In A 2024 Slowdown
• How To Find Value In Higher Inflation, And Quality In A Recession?
• PBW: A Better Macro And Valuation, But Momentum Remains Challenging (Rating Downgrade)
• BKLN: Good Place To Park Your Cash In The Short Term
• MPV: A Winner Will Continue To Perform (Rating Upgrade)
• DFIV: Japan-Heavy Low-P/E Mix Worth Shortlisting
• TDVG: A Blue Chip T. Rowe Price Mutual Fund Goes The ETF Route
• ARKK: Not The Beta Play One May Hope For
• MUB: Municipal Bond Index ETF, No Compelling Investment Thesis
• USO: The COP28 Draft And Traditional Energy Markets
• DES: A Way To Play Small-Cap Value
• JPRE: A Promising Active REIT ETF
• Oil Prices Decline: Choose BNO As Brent Is At A Premium To WTI
• FDL Vs. SCHD: Which Is The Best Dividend ETF?
• 4 Closed-End Fund Buys From The Month Of November 2023
• BIT: Some Attractive Characteristics, But The Market Has Overbid The Shares
• Gratitude, Fear, Shiny Metals And GDX
• XSD Seems Better Than SOXX Going Into 2024
• OILK: Oil Is A Useful Hedge Against Year Ahead Uncertainties
• QQQ: Taking Profits After A 52% YTD Gain Is The Prudent Play
• Contrarian Idea For 2024: High-Yield Bonds With FALN
• GUT: The Premium That Refuses To Die
• IGSB: Rate Cuts Priced In, Here Is Where You Can Do Better
• Momentum Investing: Picking Top Stocks
• FTCS: Finally, This ETF's Style Is Timely!
• ARKK: Forget About Innovation And Focus On What The U.S. Treasury Does
• ILCG: Yet Another Growth Fund In A Tired Style
• Looking Into The Future Of Dividend Growth: The S&P 500 High Dividend Growth Index
• Historic Deal At COP28 To Transition Away From All Fossil Fuels
• LQD: After A Strong Gain, Time To Limit Expectations (Rating Downgrade)
• STK: Outperforms Indexes While Providing Superior Dividend Income
• EFR: Hedge Your Interest-Rate Risk At A Discount
• JEPQ's 10%+ Yield: Not As High As It Seems
• Get (Real) Assets
• TLT: Taking Advantage Of Peak Yields Before The Fed Pivots (Rating Upgrade)
• ZTR: Remain Cautious Despite Distribution Cut
• DGRW: Big Dividends May Not Beat The Market
• SCHV: 2024 Could Mark Value's Return
• BOIL: Bearish Near-Term Natural Gas Risks, But Spotting A Bullish Play Into 2024
• NVDY: 23% Yield At The Expense Of Capped Exposure To Nvidia
• VONG: As Good As It Gets For Growth-Style Investing
• Peter Lynch Says Forget Tech Stocks, The Bargains Are Here: IWM Vs. VB
• HEQT: A Smart Way To Buy Equities In Today's Market
• EUSA: What Makes It Different From RSP?
• WDI: Latest Financials Continue To Support Strong Distribution
• XSW: 3 Reasons The Software And Tech Services ETF Can Outperform In 2024
• Pfizer Becomes Oversold
• Buy VTI To Ride This Bull Into 2024 To New All-Time Highs
• IBHD: Skip The 1-Yr CD, Own This Term ETF Instead
• BOIL: Natural Gas Prices May Have Further Room To Fall
• ASG: A Great Diversifier In Today's Top-Heavy Market
• PIMCO Update | November 2023 | PDI's Distribution Reliant On Its ATM
• Why Fixed Income Target Exposure Strategies Can Yield Outperformance
• KBWD: Not Worth The Yield
• 60/40 Returns: Correlation Is Not Causation
• VPU: 12% Gain, But I'm Not Going To Be Greedy (Rating Downgrade)
• ECH ETF - Things Are Looking Up
• KSA: Fairly Priced
• Tradeweb Exchange-Traded Funds Update - November 2023
• GOF: Opportunity To Generate High Monthly Income
• SCHD: You Need To Look At This Chart
• AVES: Emerging Market Value Equities, Outstanding Potential Returns, Good Track Record
• BMEZ: Deep Discount On Beaten Down Sector
• FEN: This Energy Infrastructure Fund Still Looks Like A Good Buy Today
• MOAT: Forget The S&P 500, Look To Smart Equity Allocation
• Building A Better Portfolio With Capital Efficient Funds, Responsible Leverage, And Alternatives
• EPS: A Watered-Down Value Fund
• ECH: Don't Chase The 8% Yield Offered By Chilean Stocks
• QDPL: An Innovative Product With A Flaw
• VGK: European Stocks Gain Steam, Remain Inexpensive Heading Into 2024
• NAIL: Lower Interest Rates Create An Opportunity
• A Cogent Case For Value
• Nike Reports After The Close On 12/21 - Options Expire The Next Day
• Consider Selling PCEF And Buying CEFS Instead
• TAIL: Complacent Markets Warrant An Upgrade
• GHY: Good International Diversification, But Distribution Sustainability Is Concerning
• 2024 May Offer A Great Buying Opportunity For Global X Cybersecurity ETF
• USRT: A Good Time For REITs To Outperform
• GCV: More Interesting At Current Discount
• XLK: Solid Qualities, But Not The Most Optimal Point To Stage An Entry
• Moat Stocks Show Grit In November Rally
• QGRO: New Index, New Quality, And Growth Opportunity
• PFFA: Inflection Point
• EM Bonds Guideposts For 2024
• JNK: Too Much Risk For Too Little Yield
• XFLT.PR.A: Get A 7.68% Yield From This Bond Equivalent
• CCIF: Creating A Successful New CEF From A Troubled Old One
• EEM: Will 2024 Be The Year Of Emerging Markets?
• EWZ: Attractive Now, But Signs Of A 'Flash In The Pan' In Brazil's Economic Future
• DMB: Very Disappointing Yield, But A Decent Muni Bond Fund
• OEF: A Premium Valuation, Monitoring Technical Strength And Seasonal Risks
• DBMF: A Good Alternative Diversifier
• WTV: Good Value, But Average Quality And Performance
• Buy JEPI? A Market Disconnect And Declining Distributions
• LTPZ: More Risk Than Reward Further Out On The TIPS Curve
• SCHP: Reveals Lack Of Realism In Inflation Picture
• Currency Impact In International Investing: A Guide For U.S. Investors
• BNDI: 2024's Hidden Gem Bond ETF
• Putting Money To Work In 2024
• Bitwise 10 Crypto Index Fund: Another U.S. Listed Crypto Arbitrage Building Block
• Bristol Myers Squibb A Top Socially Responsible Dividend Stock With 4.8% Yield
• Defiance QQQY: 60% Yields And Free Lunches
• FXY: Too Fast Too Furious For The Japanese Yen
• PCF: An Interesting Fund For Income Hunters, But Distribution Still Looks Strained
• The Difference Makers: Key Person(s) Valuation
• Global X SuperDividend ETF: Risky
• ARKK Set To Ride This Bull Market Higher Into 2024
• PID ETF: Limited Incentive To Pursue
• RYLD: A Magnet For Yield Chasers, Not Worth Your Time
• TUG: Market Timing ETF Beating Peers In 2023
• MTBA ETF: A Different MBS Strategy
• IETC: An Active Technology Play That Isn't Outperforming
• IWC: Passive Investing Lags In Microcaps
• VWO: Finishing A Disappointing 2023, Risks Remain In The Year Ahead
• BIZD: Less Risky Way To Play The BDC Segment
• Is There A Better Day To Enter The Market?
• SCHY: Enjoys A Nice Yield And Cheap Valuation After Underperforming
• HYD: I'm A Buyer Of High Yield Munis Going In To 2024
• LABU: Tool For Swing Traders
• CEF Weekly Review: Term CEFs Don't Always Deliver (On The Term Feature)
• BST: High Income And Decent Growth, Can We Ask More?
• UTWO: Self-Unfulfilling Prophecy Of Lower Rates
• EWJV: A Unique Play On Japanese Corporate Reforms
• COWZ: An Interesting Concept But Not The Right Timing
• BIZD: Strong 10.7% Dividend Yield, Improved Growth Prospects
• XLU: Please Don't Wait Until The Fed Cuts Before Buying
• FPF: A Reasonable Way To Profit From Falling Interest Rates
• BBH: A Solid Way To Play A Comeback In Biotech
• Better Dividend ETF For December 2023: SCHD Or JEPI?
• RISR: Alternative Income ETF, Strong 6.8% Yield, Very Low Credit And Rate Risk
• Why Should FCF-Focused Investors Consider VFLO?
• UTG: Solid Utility Fund For Income-Oriented Investors
• The Fed Pause: A Key Catalyst For Global Equity Markets
• SCHD: 2023 Dividend Growth, Q4 Follow Up
• Outlook 2024: Investors Are Turning Off Auto-Pilot
• People Care About Elections. Markets Don't.
• Why XYLD Is A Hold: Uncovering Its Covered Call Strategy
• Global Value Stocks Offer Potential Stability In A More Uncertain 2024
• VRIG: Could Keep Delivering A 6.3% Yield Well Into 2024
• RLY: Multi-Asset ETF Beating Peers For 3 Years
• DHY: There Could Be A Good Argument For Buying This Junk Bond CEF Today
• PHYS: Why Gold Prices May Exceed $2,500 In 2024
• Investing In Quality Companies For A Disruptive Age
• SPMO: Simple And Efficient Momentum ETF
• TBF: Unemployment Down, Inflation Will Look Sticky On Tuesday
• JBBB: BBB CLO ETF, Growing 8.1% Yield, Strong Risk-Adjusted Returns
• XOP And XLE: Heavy "Put Buying" Bullish For Oil Stocks (Rating Upgrade)
• FSCO: Promising Start So Far
• Joys And Jitters Of Growth By Acquisition
• Weekly CEF Commentary | Dec 3, 2023 | CEF Discounts Take A Breather
• DBEF: Another Hedging ETF Worth Holding
• KBWB: A Great Buy In October, But I'm More Hesitant Now (Rating Downgrade)
• U.S. Weekly FundFlows Insight Report: Equity ETFs Attracted $10B Of Net Inflows During Fund Flows Week, Conventional Equity Funds Handed Back Some $9.3B
• BGB: A Solid Income Fund With Limited Interest-Rate Risk
• QGRW: Quality, Growth, Tech
• FLRN: Floating Rate Investment Grade Bonds, 6.06% Yield
• VFQY: The Quality ETF With A Strong Value And Small Cap Tilt
• PDI: This 15%-Yielding CEF Is A Strong Buy
• EEMS: Accessing Emerging Market Small Caps
• Emerging Market Insights: Easier Financial Conditions In Emerging Markets
• Invest In Cheap, Wide-Moat U.S. Equities With MOAT
• Asset Class Performance: November 2023
• VOOV: Big Tech Bubbles To The Top Of Vanguard's Value ETF
• CEFS: The Best Closed-End Funds To Buy For 2024
• QYLD And ETV: Appealing Plays For Income-Focused Investors
• VOOV: Ahead Of Competitors In 2023
• Western Union Passes Through 8% Yield Mark
• BCD: A Bullish Bet On Fixed Income And Commodities For 2024
• VFLO: Free Cash Flow Focus, More Value Than Growth, An Alternative To COWZ
• DSU: Stable Assets Despite Recent Market Action In The Shares
• NML: This Excellent Midstream CEF Might Be Worth Considering Today
• Equity CEFs: Blatant Disregard Of Reality In GGT
• ITOT: Still Uncertain
• Vietnam's Economic Journey Toward Prosperity
• Top Investment Picks For 2024: India And Bitcoin
• FLBL: The Cycle Shift Doesn't Help
• Brookfield Real Assets Vs. SJNK: Birds Of A Feather
• HYGH: Green-Shoots In Restructuring Signal Dangers
• Billionaire Larry Fink 'More Optimistic Than Ever' And 100% In Stocks: Our Approach
• GOF: An Unsustainable 16% Yielder
• ARDC: Providing A Solid ~11% Yield
• FDRR: Strategy Concerns As Interest Rates Decline
• Happy Days For How Long?
• EXG: Global Equities At A Large -10% Discount
• BITO ETF: Ideal Demand-Supply Dynamics Amid Crypto Resiliency
• Optimising Floating Exposure: Efficient Frontier Analysis For U.S. SOFR
• Santa Score: Who's Naughty And Nice?
• Growing Green: Cultivating A Sustainable Future Through An Ecosystem Service Valuation
• MTBA: First Look AT Novel Play On Mortgage-Backed Securities
• NAIL - Homebuilders Are In A Strong Uptrend (Technical And Intermarket Analysis)
• It's A Bad Time To Panic Sell Stocks - Again
• If We See Stock Market Mean Reversion, Heads Will Spin
• QGRW Outperforms Growth ETFs
• VCLT ETF: A Systematic Risk Assessment
• The Month In Closed-End Funds: November 2023
• SPFF: Lagging Competitors In An Unattractive Category
• BCX: Beaten Down Sector Exposure With Wide Discount And 7.2% Yield
• OCCI: Distribution Policy Was Not Inherently Negative, But New Policy Is Better
• Catch Up On These Companies And Countries In EME
• CGDV: High Quality, But Weak Yield, A Lot To Dislike On The Value Front
• MLPX: Midstream Energy ETF, Growing 5.2% Yield, Cheap Valuation, Strong Performance
• Rose's Income Garden 81 Stock Portfolio November Update: Green Value Of 3.65% And 6% Yield
• EMD: This Emerging Markets Debt CEF Can Add Diversification To A Portfolio
• PGX: Fees Eating Into Dividends And Total Returns
• GBAB: A Few Reasons I Wouldn't Get Too Aggressive Here
• KBA: Wait For It
• WINN: Winning In The Short Run
• Insurance Industry - The Inflation And Issuance Challenges
• Billionaire Jeffrey Gundlach Says Sell The Magnificent Seven: Buy XLU Instead
• VNLA: Still A Buy, Will Continue To Perform
• OMFL: A One Ticker SWAN?
• CLM: MDP Inconsistent With NAV Preservation, Avoid
• IHAK: Bullish Exposure To Diversified Cybersecurity Stocks
• IEI: Jury Still Out On Inflation's Stickiness
• DVYE: More Risky Than It Seems, Uncertain Dividend Trends
• Is It Time For Biotech?
• Rest In Peace Magnificent 7 And 60/40
• BOE: Improving Finances Make This Covered Call CEF Worth Considering
• NAD Vs. NXP: Leverage, Quality, And Duration In Muni Bond Funds
• I'm Parking My Cash In HIGH And SGOV, And They're Paying Handsomely
• DVYE: 10% Yield With 3 Red Flags
• NHS: Not A Bad CEF If You're Prepared For A Distribution Cut
• INFL: ETF To Consider When Inflation Spikes Again
• CGDV ETF: A Competent ETF, But Not Quite A Buy
• XLE: Energy Stocks Showing No Signs Of Life
• SPXX: Call-Overwrite Fund Trading At A Steep Discount (Upgrade To Buy)
• BTAL: A Smart Way To Hedge The Market
• CLM: One Cut Down, Several To Go
• ERX: A Floor In Oil Could Send The Leveraged ETF Higher
• PFL: Market Appears Exuberant, So Caution Could Be Advisable
• FAS: No Upside
• Weekly Closed-End Fund Roundup: November 26, 2023
• SRV: Rights Offering Analysis
• VOT: A Laggard That Can Relatively Outperform Large-Caps
• JEPI: Why I Am Making An Aggressive Bet On This 8.7%-Yielding ETF
• VNQ: Great Buy Going Into 2024
• DMO: Another Distribution Hike For This 13.4% Yielding CEF, Though Likely Its Last
• TLTW And The Issues With Buy-Write Strategies
• 3 Investment Themes At COP28
• IIF: Reasons To Pursue, And Reasons To Avoid
• VTIP: Real Yields Rise From The ZIRP Ashes
• IIF: An Unfairly Penalized Active Indian Fund
• TLTW: A Subpar Idea When Interest Rates Are Set To Normalize
• EWC: Don't Blame Canada - ETF Offers Fresh Alternative For U.S.-Centric Portfolios
• EWW: Change In Minimum Wage A Threat To Mexican Corporates
• IGM: The Real (And Magnificent) Technology ETF
• PDI: Lag Likely To Continue
• Despite Its Recent Correction, DBO Is Not Attractive
• TMF: A Useful Capital Allocation Tool For Long Bonds
• PTA: Some Improvements, But Shares Are Not As Attractively Priced
• IJS: Small-Cap Value Likely To Outperform (Technical And Intermarket Analysis)
• SDY: High Yield Dividend Aristocrats May Continue To Stagnate
• Meet The 8% Yield Portfolio With Negligible Equity Risk
• ZTR: Avoid This Fund Until We Get More Visibility
• BUI Vs. DNP: One Clear Winner Amongst Utility CEFs
• FTXL: Semiconductors With A Value Tilt
• November AAII Asset Allocation Survey: Bond Allocations Above Average
• Surviving The Small-Cap Zombie Apocalypse (+71% YTD 11/30/23)
• RDIV: Dividend ETF With 6 Risk Factors
• Gold Soars To New Highs: GLTR Delivers The Goods On Undervalued Precious Metals
• OXLC And ECC: Climbing Up The Capital Stack For Safe Income
• Breaking Down The Liquidity Silos
• EWW: Mexican Stocks Rebound In 2023, Remain Inexpensive
• EA Bridgeway Blue Chip ETF: A Solid Low Fee Active ETF
• GDL: Profit From Merger Arbitrage
• XNTK: Probably Better Than Other Tech Funds Now
• PMF: I Don't Trust The Recent Rally
• DJD: A Good Dividend Play To Consider
• EOS: Low Yield, But Might Be Able To Increase Next Year If Bull Market Holds
• DBEF: A Hedge With 2 Faces
• Forget Mega-Cap Tech: 2024 Will Be About Mid-Cap
• DVY: Higher Income, Less Volatility
• DEM: Emerging Market Index ETF, Cheap Valuation, Strong 6.0% Dividend Yield
• VNQ: REITs Might Finally Be Making A Comeback, But The ETF Lacks Dividend Growth
• EPI: Still Room For Upside Heading Into India's Election Season
• VYMI: Ex-U.S. Stocks Boast Big Yields, Low Valuations
• SPY Is A Buy According To The 200-Day Simple Moving Average
• After The Big November Rally, December Is A Great Time To Rebalance The Portfolio
• Tri-Continental Corp: Thank You For Delivering A Solid 2023
• PSP ETF: The Private Equity Diversifier Since Leverage Is Not That Bad
• WEAT: A Chance To Diversify
• When Do You Take Profits?
• OPP: Positioned For Near-Term Rate Cuts, But Distribution Outlook Is Hazy
• BND And AGG: Records Broken, A Head-To-Head Comparison, And 2024 Predictions
• RQI: 8% Yield And A Nice Way To Play The Duration Exposure
• Closed-End Funds: Investment-Grade Corporate Fixed-Income Exposure To Consider
• QCLN: Upgrading On Valuation, Long-Term Support Brings In Buyers
• When Disaster Strikes: Gauging The Investment Risk Of Natural Hazards
• PXE: Targeted Exposure In Energy
• Which ETF May Disappoint Retirees The Most, SCHD Or VYM?
• IGPT: Exposure To AI Thematic Investments
• CEF Weekly Review: Deleveraging Is Less Damaging For Net Income These Days
• ETJ: Good Way To Invest In Equities With Reduced Risk
• BGT: The Glory Days For Floaters May Be Ending
• December 2023 Perspective
• AWF: A Robust Multi-Sector CEF With A 9.3% Discount (Rating Upgrade)
• U.S. Weekly FundFlows Insight Report: Multi-Cap Equity Funds Suffer Largest Weekly Outflow Since 2018
• BITQ: Bullish Exposure To Crypto Stocks In One ETF
• EWZ: Cheap And Volatile
• BGX: Very Solid Income CEF Unless Interest Rates Rapidly Decline
• SPXS Is In Positive Drift Now, But SDS Is A Safer Hedging Instrument
• My Dividend Growth Portfolio November Update - Thankful For Dividend Raises
• CONY: Coinbase Shares Appear More Attractive Than The Covered-Call ETF
• IDU: How Utility ETFs Just Got More Exciting
• YieldMax Strikes Out Again With CONY
• RSP: S&P 500 Dashboard For December
• VFMF: Low-Cost Approach To Multi-Factor Investing
• The Withdrawal Season Gets Underway: UNG Could Offer Upside Potential
• ETO: Limited International Diversification, But The Fund Is Not That Bad
• Weekly Closed-End Fund Roundup: Tortoise Tender Results (November 19, 2023)
• FLBR: Mixed Indicators, Cheap Brazilian Equities, Opportunities Ahead
• DIVO: Strong Alternative To VYM And SCHD, Yielding 4.85%
• Staples Counting On Discounts For The Remainder Of 2023
• Can AI Hallucinations Be Tamed For Investing Models?
• SGDM: A Bet On Active Managers
• UTG And UTF: Enjoy The Recovery, But Don't Keep The Cash
• My Current View Of The S&P 500 Index: December 2023 Edition
• ONEQ: A Tech-Focused ETF That Seems To Be Overvalued
• Why Should Investors Stay Invested During Market Volatility?
• FGRO: Not Worth The Lack Of Transparency
• How To Invest A Lump Sum
• RQI: Go Overweight
• An Efficient Way To Access India's Growth Story
• RPAR: Use Upcoming Rally To Reassess (Rating Downgrade)
• VFMF: Vanguard's Multifactor ETF Is Just Value In Disguise
• KIO: A 12.15%-Yielding Dynamic Income Fund Worthy Of Purchase
• For DSI, Ethics Is Not A Drag
• DBA: Agricultural Play Aims To Give Best Of Both Worlds
• FOF Is Richly Priced, CEFS Could Be An Alternative
• ETW: A Reasonable Way To Get A 9.00% Yield At A Discount
• SHV: Tried And Tested Cash Parking Vehicle
• AIF: A Strong 11.8%-Yielding Loan CEF Performer
• KYN: This Excellent Midstream Fund Has A 10.08% Yield And An Enormous Discount
• SPY: Powell's Friday Speech To Likely 'Kill' The Rally
• RAAX: Counterintuitively, Disinflation May Be Bullish For Real Assets Into 2024
• SMDV: Too Much Bank Risk
• UTF: This CEF Is Facing Increasingly Fierce Headwinds
• IWD: A Solid 5.6% Earnings Yield, Unappealing From Other Angles
• GPIQ And GPIX: Goldman Sachs' Response To JEPI And JEPQ
• HELO: JPMorgan Hedged Equity Fund In An ETF Format
• CEF Insights: TBLD's Global Strategy For Building Income
• EWG: Germany Is Caught In A Perfect Storm
• Buy Signal In GLD Still Going Strong
• BST: A Safe And Solid Bet On AI-Driven Tech Boom For Income Investors
• QQQY: 60-Day Check-In, Gauging Performance Against Peers
• QYLD: Stop Buying This ETF
• RIP Charlie Munger: The Most Important Lesson He Taught Me
• TMFC: Beats Smart Beta ETFs, But Still Lags The Benchmark
• CSHI: Not A Cash Parking Vehicle, Better Alternatives Exist
• CSQ: This Good Blended Fund Is Finally Trading At An Attractive Price
• New Year, New Style: Vanguard Value ETF Priced Well Heading Into 2024
• VYM Vs. VTV: $200B In AUM, But Vanguard's Dividend And Value ETFs Have Major Growth Problems
• SCHD Vs. JEPI: Which ETF Will Outperform In 2024?
• SCHD: We May See Another Double Down Entry Point Soon
• GIM: Tender Results And Going Forward
• JEPI: Continuing To Be An Attractive 9% Yielding Investment
• VIG And NOBL: One Is The Gold Standard Of Dividend Aristocrat ETFs
• FEZ: A Great ETF, But Outlook For European Equities Is Concerning
• URTH: Too Much U.S.
• JETS: Attractive Airlines Invite You Onboard
• GLD: Setting Up For A Breakout In 2024
• DGRO: A Complement To Your Dividend Growth Portfolio?
• QQQJ: Expanding Market Breadth Can Kickstart A 2024 Rebound
• IYR: If The Economy Weakens, Real Estate Could Feel Another Pinch
• JNUG: Only For The Most Active Investors
• VYM Vs. IDV: Why We Prefer U.S. Over International
• IWM: Santa Rally On Steroids (Rating Downgrade)
• Revisiting Quality U.S. Small And Mid Caps
• Monthly Newsletter - October 2023
• 4 Strong High-Yield Corporate Bond ETFs, With Yields Of 5.2% - 7.4%
• HYBB: Not The Conservative High Yield Fund You Expected
• IPO Offers Very Few Advantages To Investors
• Finding Fee Savings In Fixed Income
• VYM: High Dividend Yield ETF With A Subpar Offering
• SPHQ: A Victim Of The S&P 500's Circumstances, No Room To Outperform
• FYLD: An Appealing Combination Of Yield, Valuation And Performance
• LIT Declines, The Value Proposition Improves: The Trend Remains Negative
• BME: Historically One Of The Best Times For Entry
• ARDC: A Lot To Offer Income Investors, Regardless Of Interest Rate Direction
• OPEC+ Has Not Spoken: VDE Is In The Buy Zone
• FEI: Proposed ETF Conversion Offers Arbitrage Opportunity
• COPX: Doctor Copper Has A Message For The S&P 500 - Don't Underestimate Me
• IGR: Continues To Overpay Distribution, Leaving An Overhanging Risk
• Time To Load Up On SCHD
• VYM Is Holding Its Own In A Difficult Year For Dividend Stocks
• DLN: A Good Dividend Value Option
• PDT And HTD: Exploiting Discounts In Closed-End Funds
• HIGH: Enhanced Income From Option Spreads
• KraneShares Global Carbon Strategy: Riding Higher With Carbon Price, But It Has Its Limits
• Is Equity Risk Worth The Reward In A World Of Higher Bond Yields?
• Trimming The Fat: OMFL Sheds Regional Banks, Boosts Quality And Growth With Tech
• $40,000 REIT Portfolio With A 5.2% Dividend And 40% Upside
• Year In Review: 2023 ETF Predictions Report Card
• USHY: Not Enough Premium For The Risk
• PDI: Dividend Underwater, A Bet On Interest Rates
• Climate Change: Beyond The Headlines
• Getting Granular In Our Strategic Views
• TSLY: The Worst Case Scenario Is Playing Out
• XLF: The 2024 Financials Sector Outlook Is Concerning
• What Companies And Investors Should Know About COP28
• SYLD: A Value-Focused Strategy Worth Sticking With
• The November 2023 Rebalance Of The S&P 500 Low Volatility Index
• DOG: A Safe Hedging Instrument, But It May Sometimes Surprise You
• OBIL: Good Vehicle But Duration Makes More Sense
• SYLD: Attractive Valuation And Quality
• BTO: Breaking Bad And The Easy Fed
• AIO: Some AI Exposure, But Not Exactly An AI Play
• SOR: Robust CEF, Effective 60/40 Retirement Fund
• SPHQ: Solid Long-Term ETF, Hugs The S&P 500 Closely
• Retirees Beware: Dividend Investing Is Overrated (Redux)
• IGR: As Global Real Estate Stabilizes, Collect A 15% Yield From This CEF
• EYLD: An Interesting 7% Yielding Emerging Market Shareholder Yield ETF
• DGS: Emerging Markets Small-Cap Dividend ETF, Good Momentum And Yield, Cheap Valuation
• SMH: My Top ETF Going Into An Uncertain 2024
• SMH: Semiconductors Look Set To Make New Highs
• HELO: A New JPMorgan Fund For Risk-Averse Investors
• DIV: Rich Yield, Yet Lackluster Total Returns - Not Worth Buying
• SH: There Are Better Ways To Bet Against Stocks
• JFR: Attractive Discount And Fully Covered ~12.7% Distribution Yield
• HYEM: Emerging Markets High-Yield Bond ETF, 6.5% Yield, Recent Outperformance
• STRV: Strive Votes For Shareholder Primacy, Should You?
• CEF Weekly Review: Big Muni CEF Distribution Hikes Create Confusion
• SMDV: Dividend Growth ETF With A Bank Problem
• XLK: Can Tech Escape Valuation?
• SOXS: Don't Play With Fire No Matter How Bearish You Are
• USO: Crude Oil Could Fall To The Mid-50s
• ECAT: Attractive Discount And Activist Position Grows
• EWS: Fundamental Headwinds To Outweigh The Attractive 5% Yield
• Copper's Golden Era: Why COPX Is Your Must-Have Investment For The Next Decade
• SCHD: Time To Be Really Greedy
• 5 Best CEFs This Month For 10% Yield (November 2023)
• IDRV: Time For A Recharge
• VCSH: Good Short-Term Bond ETF, But Better Choices Out There
• Closed-End Funds: Cohen & Steers Preferred Trio
• KMLM: Review Of KMLM Vs. Peers
• IWM: Why The Small Cap Bounce May Continue
• Low-Carbon Transition Investing 101
• VFH: Solid Choice, But Still Not The Best Financial Sector ETF
• DLN: Smart-Beta Dividend Play With Robust Quality
• BOXX: Blending Options, Tax Efficiency, And Ultra-Low Risk
• AGD: A High Fee Closed-End Fund To Avoid
• WEA: Buy It For The Corporate Exposure, Stay For The High Yield (Rating Upgrade)
• Equity ETFs: Good Market To Write Options In - Part II
• AIA: Long-Term Investors, Start Your Engines! Asia Poised To Outperform S&P 500
• Part 1: 5 Stock Portfolios And Their Performance Vs. The S&P 500 Since 2018, And A Huge Gap
• DGRO: 2.64% Yield, But Decelerating Dividend Growth Challenges Lie Ahead
• JQUA ETF: Time To Add Quality To Your Portfolio Of S&P 500 Holdings
• Should You Buy TSLY With Its 62% Distribution Yield?
• Equity ETFs: Good Market To Write Options In - Part I
• DPG: Top 25 Big-Yield CEFs
• AVLV: Add A Quality Tilt To Your Broad Market Index Funds With This Active Large Cap ETF
• MEGI: A Hold For Capital Growth, Income Seekers Might Seriously Consider
• Deciphering XFLT: A Closer Look At Its Impressive 14.68% Distribution Rate
• NFTY: The Indian Growth Engine Isn't Slowing Down
• TCHP: Boom-Bust Growth Fund With Strong Recent Momentum
• SPYI: High Income And Capital Appreciation, You Can't Have Both
• GSEW: Is Equal-Weight Really Worth It?
• NFTY: Not Very Compelling
• JEPI: I Am Getting A 9% Yield On My Last Buy
• THNQ: A Diversified AI Play
• SPTS: Skip Treasury Coupons For The Bills
• NAD: Quality Municipal Bond CEF With High Leverage Usage
• EWY ETF: Not A Perfect Product, But Well-Positioned To Pick Up Steam (Rating Upgrade)
• XLG: A Wonderful Buffett-Style ETF You've Never Heard Of
• FDHY: 7.5% Yield, Monthly Dividend From An Outperforming Corporate Bond ETF
• BUZZ Investing: U.S. Stocks Fluctuate Amid Fed Policy Predictions
• Composing Your Own Short Volatility Strategy With ETFs
• Mid-Cap Stocks: The Overlooked Sweet Spot
• With Risks Elevated, Focus On Stock Selection: 2024 Equity Outlook
• Economic Surprises: How They Impact Different Equity Indices
• Multi-Asset Investing: Tracing The Growth Impact Of U.S. Fiscal Policies
• FLOT: A Good Fund But Better Opportunities Elsewhere
• IBB: Technicals And Risk Metrics Point To Lower Prices (Technical Analysis)
• NVDY: Continues To Benefit From NVDA's Outperformance
• CDC: A Solid Market Timing ETF
• JQUA: Meaningful Exposure To Value Is Missing
• PDO Vs. PDI: Building A Monster Big-Yield Portfolio
• Analyzing ARKG's Trading Activity In Q3
• USA: Buyer Beware
• SCO: Shorting Oil Is Too Crowded Of A Trade
• ILF: Value Seen In Latin America, Patience Needed For The Breakout
• PIMCO CEF Update: Getting Ready For PDX
• XLG: A Concentrated Bet On The Magnificent Seven
• SCHD: Now Out Of Favor, It's Finally A Buy
• URNJ Vs. URNM: Uranium Above $80/Lb, While The Miners Have Lagged The Metal In 2023
• How To Turn $100,000 Into $1 Million By Compounding Income
• AIEQ: Deep Learning ETF With 6 Red Flags
• AFT: A Good Floater If The Market Is Wrong About Rates, Or A Potential Hedge
• DIA Vs. TLT: A Volatility Strategy For The Current Market
• GLD: Excellent Addition To An Equity Portfolio - But Ignore The Narratives
• TBLD: Diversified Exposure For Income-Oriented Investors
• NUGT: Disappointment Weighs On The Leveraged Junior Gold Mining ETF
• KWEB: China's Premium Internet Companies Come At A Price
• PAVE: Expecting Further Infrastructure Strength Heading Into 2024
• SPGP: A Rare Market-Beating Fund That Focuses On Growth At Reasonable Prices
• BST Has Big Tech And Big Income Yielding 8.81%
• Positioning Portfolios For 2024
• Emerging Markets Gear Up For Growth In 2024
• BHK: Risks May Be Higher Than The Market Believes
• My Takeaways From The 22nd Annual Capital Link CEF/ETF Forum
• DTD: The Dividend Cycle Is Coming
• AI Heralds A Technology Paradigm Shift - But Not So Fast
• SCHO: Better Opportunities Elsewhere
• IEMG: Upside Not Sustainable Despite Top-Level Meeting
• How To Hedge Your Big Tech Gains With PSQ
• GOVT: Staying Sidelined On Longer-Term Treasury Bonds
• VRP: Time For A Swap
• IBB: Targeting A Buy Point Heading Into Year-End
• WDI: Great Fund, But Now Is Not The Time To Buy
• VGT: Whether You Should Hold This Fund Depends On Your Time Horizon
• PALL: The Palladium Premium Over Platinum Collapses
• 3 Reasons To Invest In High-Yield Corporate Bond ETF SPHY
• HDEF: Sensible For Capital Placement And Long-Term Investment Income
• JRI: Real Assets Belong In Your Portfolio, But This Distribution Looks Strained
• UTF: Infrastructure CEF Yields 8.93%, Sets Up Well For 2024
• Munger And Buffett Say Invest $100,000 For Financial Freedom: Consider SCHD
• S&P 500 Market Returns And Why Your Performance Is Worse
• QQH: A Tactical Tech Play Worth Watching
• Billionaire Ray Dalio Is Navigating U.S. 'Inflection Point' With These Stocks
• SPHB: High Risk, Low Returns, And Questionable Quality
• KRE: Fear Is Profitable
• KCCA: A Really Interesting Diversifier In An Exciting Space
• What Happens After A Santa Rally In Rates?
• SPHB: Risk Adjusted Underperformance Set To Continue
• NTSX: Treasury Fund, Strong Returns And Performance Track-Record
• CPZ: Fails To Deliver, Better Alternatives Exist (Ratings Downgrade)
• Mega-Cap Tech A Safe Haven
• PPA: Defense Does Not Come Cheap
• U.S. Fund Investors Sour On Money Market Funds And Turn To Domestic Equity ETFs In October
• IEMG: EM Currencies' Rally Offers A Boost, But EM Equities Remain Just A Hold
• An Elevating Effect On Equal Weight?
• EOI: A Solid Equity CEF With A Fully Covered 8.39% Distribution Yield
• HPI: Too Many Risks To Justify The Price
• EWJ: Some Minor Pivot Concerns, But Growing Corporate Governance Reform
• NAC: Betting On A Fed Pivot
• SKYY: Hey, You, Get Off Of My Cloud (Computing)
• Global X FinTech ETF: Can It Rebound?
• SGOV: Cash Is King In 2024 With A 5.2% Yield
• JPIE: Debt ETF With A Hedge Fund Strategy
• IWV: Perhaps A Better Core Equity Allocation Now
• GDV: Valuation Remains Attractive With Steady Monthly Paying Distribution
• VGSH: Reviewing A Cash Parking Vehicle
• Solar Sector Setting Up For Explosive Recovery Rally (Technical Analysis)
• SVOL: Downgrading Due To Concerning Trends
• FLJP: Slight Concern Over BoJ Pivot
• Berkshire Hathaway: How (Not) To Piggyback On Buffett's Stock Ideas
• ECC.PR.D: The Riskiest Slice Of The Eagle Point CEF Capital Structure
• AMJ: MLP ETN Beats All MLP ETFs
• OIH: Outperforming Crude Oil, But Take Caution Into Year-End (Rating Downgrade)
• CEF Weekly Review: CEF Launch Date Doesn't Matter (For Income)
• Should Investors Target Growth Factor Via IWO?
• BBUS: Low-Cost Correlation To Benchmarks, Attractive Proposition
• BDJ: A Relatively Safe Way To Earn Income And Still Invest In Equities
• VTEB: A Good Muni Proxy
• TDF: Neutral On This China Fund Ahead Of A Tender Offer Catalyst
• HDV: High-Quality Dividend Fund Yielding 4.15%
• XES: Oil Services To Benefit From Long-Term Upstream Spending
• Treasury Rates Fall Amid Softening Economic Data, SHY Yield Declines Under 5%
• TFLO: Moderating CPI Increases Chance Of Rate Cuts In 2024
• DIVO May Have Room To Increase Its Distributions
• OIH: A Popular Fund And Good One For Energy Bulls
• Michael Burry Just Took A Bearish Stance On Semiconductors: What It Means For Investors
• IQDG: Finding Dividend Growth In Quality And Forward Earnings
• VIG: Dividend Growers Outperform The SPX On 3 Key Metrics
• How Closed-End Funds' Discounts Reduce My Long-Term Risk
• VCR: Consumer Discretionary Dashboard For November
• PHK: Still Not A Bargain, Reaffirming A 'Hold' Rating
• HIE: Opportunity Left In This Term Fund
• VIG: No Performance Enhancement
• FAX: A Risky Play On Emerging Asian Bonds
• IYK: Consumer Staples Dashboard For November
• FBCG: Well-Positioned For Investors To Lift Bid With Latest Broad Rally
• JEPI Could Become A 13% Yielding Rich Retirement Dream In 2024
• PSCE: Small-Cap Energy Index ETF, Strong Momentum, Cheap Valuation
• EICB: Covered 7.8% Yield From This CEF Preferred Equity
• Ford Vs GM: Both Down To Their Last Puff?
• European Equities On Discount: How To Allocate
• IXN: Levered Tech Exposure To Capture Risk Premium Off The Market's New Character
• RDVI: Avoid This Complex ETF
• XFLT Is A Value Trap With An Unsustainable 14.5% Yield
• Living On Passive Income For Life
• HIX: High Income Fund, But Not Quite Appealing
• IDV ETF: Tasty Yield, But Not Too Comforting Otherwise
• SRLN: An Interesting Income Play Few Talk About
• SOXX: The Big Short, Take Two
• VXF: The Anti-Large-Cap Trade
• How To Manage Your Portfolio To Maximize Your Returns
• VTI Continues To Underperform The S&P And I'd Rather Be In VOO
• VAW: Materials Dashboard For November
• The Aging Population: Robotics As The Long-Term Play
• NUV: Investment-Grade Municipal Exposure With Little Leverage
• IAK: Insurance Keeps On Benefiting
• FUTY: Utilities Dashboard For November
• CEF Insights: Calamos Investments' Alternative Equity Strategy Outlook
• ECCC: Not A Compelling Value Proposition At Current Levels
• Using Single-Country ETFs As Part Of A Tax-Loss Harvesting Strategy
• The Illusion Of Security In Investing
• 4 Things To Consider When Looking For Investment Opportunities In AI
• U.S. Weekly FundFlows Insight Report: After Record-Breaking Week, High Yield ETFs Follow-Up With Second-Largest Weekly Intake On Record
• NUSI: What Explains The ETF's Recent Performance?
• QQQ: 3 Reasons To Sell The Rate Cut Euphoria
• SOXQ: Rich Valuation, Wait For A Pullback
• EQWL: An Alternative, Value-Ish Take On U.S. Bellwethers
• ISD: Diversified Junk Bond Fund, But Distribution Does Not Appear Sustainable
• SRV: This 14.79%-Yielder Finally Looks Worthwhile
• URA ETF: Wait For A Pullback To Participate In This Alluring Story
• PCEF: A High-Yield Alternative Poised To Rally Into 2024
• Healthcare Dashboard, And The Side Effects Of CURE
• VUSB: The Cycle For Short Duration Is Likely Over
• UCO: Consider This ETF As Oil Prices Come Under Pressure
• PSK: Preferreds Less Attractive In High Yield World Without Capital Appreciation Underneath
• BUI: I Was Early, But I'm Still A Bull On Infrastructure And Utilities
• The 'Big Short' Is Shorting Semiconductors: Why High Yield Will Pummel Tech
• November Technology Dashboard, And The Risks Of ROM
• HYDB: If You Want Better Junk, This Is It
• A 'One-Ticker Solution' For Global Ex-U.S. Exposure
• How Will You Use AI: Cloud Software
• All Roads Lead To Lower Bond Yields
• SDY: Is State Street's Dividend ETF A Strong Income Vehicle?
• RNP: Leveraged To Fed Rate Cuts
• SPYI: A Major Shift In Strategy?
• Invesco BuyBack Achievers ETF: A Solid Value Play
• VXUS: Major Dollar Top Good News For International Stocks
• DBB: Base Metal ETF For The Energy Transition Watchlist
• DXJ: Forward Indicator Is Showing Signs Of Weakness
• SCHG: A Fund For More Aggressive Investors That Should Be Better Positioned Now (Ratings Upgrade)
• TLT: 20-Year Rates Have Peaked, Time To Buy Bonds (Ratings Upgrade)
• Innovative Conversion: How PIMCO Is Narrowing NRGX's NAV Discount
• BBN: Benefiting From A Market That Appears Too Optimistic About Rates
• 5 Closed-End Fund Buys In The Month Of October 2023 (And 1 ETF)
• HQH: Discount To NAV Offers Attractive Entry Opportunity
• HFRO Update: Looks Attractive With A 37% Discount And An 11.6% Distribution Yield
• EIC: 15% Annual Returns For Past 3 Years And Still Soaring
• RSPH: Balanced Outlook, Look For Selective Opportunities Over Broad Holdings
• ETY: Riskier Than Some Peers, But Not Really Too Bad
• Take A Bite Of Star Holdings If You Are Bullish On Safehold
• India Fund: This Actively Managed Fund Still Offers Lots Of Positives
• BMN: A Defensive 5% Yielding Muni CEF
• RSPN: Industrials Dashboard For November
• GREK: A Surprise Winner
• FFC: Better Yields Can Be Obtained Elsewhere
• 2 ETFs To Buy And Hold
• FTGC: Tactical Exposure For Tail Risk Component, Not For Capital Appreciation
• Biotech Stocks Ready To Roar
• OXLCM: Short Dated 6.8% Yielding Portfolio Enhancer
• HYBL: A High Yield Debt ETF Performing Well Relative To Peers
• IAI: More A Signal Than An Investment Now
• REET: Bullish Tailwinds For Global REITs Into 2024
• Are Fed Rate Hikes Actually Fueling Inflation?
• IWL: Expensive Valuation Means Downside Risk Is High
• BGH: Double-Digit ~10% Yield With A Double-Digit Discount
• NMAI: Better Performance Is Required To Make This Fund Appealing For Investors
• NUSI: An Inefficient Way To Manage Downside Risk
• PFF: The 7.1% Yield Is Low When Investors Can Have 5.1% Risk-Free
• Why We Prefer BXMX's 7.7% Yield Over XYLD's 11.3%
• NOBL: Does The Dividend Aristocrat Portfolio Live Up To Its Aura Of Primeness?
• DSL: NAV Destruction Points To Struggles With The Distribution
• USIG: The Time For Bonds Is Now
• QLD Turbocharges Tech Stocks And The QQQ ETF
• Where Is Gold Going? Watch Sentiment, Not Fundamentals
• DFP: This Is A Popular Fund, But Investors Should Look Elsewhere
• HQH: New Name But Same Risky Bets On Biotech
• PNQI: Tactical High Beta Play To Capture Risk On Market Character
• Taking The Temperature Of Healthcare Stocks
• XME: History Says It Will Likely See Strong Upside, Just Not Immediately
• JEPQ: Equity Premium Still Not Attractive Over Alternatives
• FLIN: A Great Way To Get Exposure To India
• ICOW: History May Not Repeat Itself
• SCHG: The Apple Risk
• HEFA: Currency Neutral + Allocation To Regional Opportunities Outside Of The U.S.
• PHT: Avoid This Amortizing 'Return Of Principal' Fund
• POCT: Conservative Long Position In The S&P 500
• Globally Diversified Portfolios On Track For Solid 2023 Gain
• DBC: Commodities Remain Lackluster, Monitoring Macro Clues
• RLTY: This REIT Fund Is Only For Those Who Have Faith In The Sector
• FLIN: Compelling Setup Ahead Of India's Election Season
• The Case For NOBL In A Higher Interest Rate Landscape
• HYT: A Solid Junk Bond Fund With A Sustainable 10.70% Yield
• REGL: Dividend Growth ETF Outperforming Its Benchmark
• ICLN: Wrong Place, Wrong Time, But Not Forever
• Navigating Market Turbulence: Why Moody's U.S. Outlook Downgrade Could Boost SQQQ
• DBC: A Good Way To Get Broad Commodity Exposure
• TIP: Equity Strength A Short Term Risk
• BMEZ: 17.52% Discount To NAV, 8% Annualized Distributions And Activist Attention
• TPYP: A Good Energy Pipeline Play
• Green's Portfolio: Using Price Channels For Buying CEFs
• ITA: Good Sector But Better Options
• It Isn't A Fluke: VOO Is Ready To Rally Through 2024
• POCT: SPY ETF Alternative With Less Risk But Not Always Less Return
• JEPI Vs. JEPQ: Which Is Best For Income Investors And Retirees?
• QUAL: Are You Surprised That Quality Is A Good Thing?
• PIMCO Update | Oct 2023 | Valuations Take A Tumble
• TECL ETF: The Upside Should Continue, Amid Volatility
• BCV And ECF: Convertible Bond Exposure, Offering Yield With Upside Potential
• OUSA: Attractive Quality, Average Performance
• LQDW Has Been Underperforming But It May Be Salvageable
• FDIS: Keeping Faith In The Consumer
• VOO: Remain Bullish Ahead Of Key Inflation Data, Retail Earnings
• Passive Income Snowball: How Does VYM Stack Up Against 6 Competing ETFs?
• DIAX: Not A Great Volatility Reduction Play
• URNJ Vs. URNM: Juniors Seem To Be Inferior
• Ray Dalio Predicts WW3, Buys China
• COWZ: Looking Back Does Not Always Work
• BCV: Stay On The Sidelines Until The Right Market Conditions
• IBHF Or 3-YR CD: I've Decided Which Is Better
• CEF Weekly Review: The Best Kind Of CEF Merger
• QDEF: Should Investors Trust Its Gargantuan ROE?
• IWB: Mega-Cap Tech Powers U.S. Large Caps Higher, Buy Into Year-End
• CII And ETV: 2 CEFs Worth Buying When They're Down
• Another Way To Spell R.I.S.K. Is TQQQ
• Electric Vehicles And Renewable Power Fuel Emerging Markets Investment Opportunities
• Stage Set For Moat Stocks Rebound?
• JEPY: Only 2 Months In And Already Deviating From Its Strategy
• RWM: Not The Best Instrument For Bearish Bets
• MSOS: An Industry-Wide Catalyst Approaches
• TQQQ: This Is Not The Time For Leverage
• VWOB: Emerging Market Bonds Are At The Mercy Of 'Higher For Longer'
• PALL: Blessing Turn Into A Curse
• IYW: How This Fund Will Maintain First Place Among Big Tech ETFs
• Tradeweb Exchange-Traded Funds Update - October 2023
• FALN: A Great High Yield ETF With A Structural Edge
• 2023 Japan Index Rebalances
• RYLD: Possibly The Worst 'High Dividend' Fund For Retired Investors Today
• BRW: Accessing Saba Capital's CEF At A Ripe Time For Shareholder Activism
• AVK: Good Concept, But Risky
• VOE: Mid-Cap Value ETF Dealing With Growth, Free Cash Flow Headwinds
• EWQ: Revisting The Value Case For French Equities
• NXP And NUW: 2 Tax-Free Income CEFs To Consider
• XT: Exponential Isn't Working
• DNP: Rising Rates Pressure NII But Still Expensive
• REM: In The Wrong Part Of The Cycle
• U.S. Weekly Fund Flows Insight Report: Investors Give A Cold Shoulder To Conventional Funds During The Fund-Flows Week But Embrace Equity And Bond ETFs
• MOO: Cyclical Thematic ETF That Will Have Its Day, Just Not Right Now
• BIGZ: 15% Discount To NAV And 6% Annualized Distribution
• NRO: Not Yet Time For This REIT CEF Despite Its -14% Discount
• MGK: Buy On Any Pullbacks
• BCI: A Good Commodity Diversified Fund
• Nvidia: Assuring Processor Dominance By Technology And Strategic Investments
• Breaking Traditions With ETFs
• FNCL: Nothing Special As A Financials Play
• FEPI: This New Covered Call Fund Shows Some Potential
• CORP: Playing It Safe Could Be Costing Corporate Bond Investors
• The Magnificent Seven: A Taxing Question
• Value's U-Turn
• VOE: Mid-Cap Value Exposure, Flat Compounding Effect Without Momentum
• PFIX: Leveraged Short On Long Bonds, Time To Divest
• XSVM: Reasons Why I'm Not Upgrading This Value And Momentum Vehicle
• AMZA: This High Yield MLP-Focused ETF Is Worth Considering (Rating Upgrade)
• EWU: Preparing For 2024, The U.K. Seems Too Cheap To Ignore (Rating Upgrade)
• Optimize Your Portfolio Review
• IMFL: Investors Aren't Lifting The Bid On Non-U.S. Factor Weightings
• IBHF: Waiting For An Entry Into 2026 High Yield Bonds
• Moving From Growth To Decumulation - Asset Allocation For Investors Nearing/In Retirement
• Strategic Update - Q4 2023
• ACV: Hybrid Closed-End Fund Worth Watching
• METV: Not A Metaverse Pure Play
• FVAL: Large-Cap Value ETF Outperforming Its Peers
• NDMO: 7.5% Yield And Tax Free To Boot
• VIGI Compared To Peers: High Valuation, But Good Track Record
• VIGI: Dollar Strength Weighs, Momentum Remains Soft
• Q4 2023 Style Ratings For ETFs And Mutual Funds
• Billionaire 'Bond King' Says Sell These Charlie Munger Must-Buy Stocks: Our Approach
• MINT Is Good, But JAAA Is Better
• NTG: A Competent Midstream Fund With An 8.80% Yield
• IGE: Largely Energy, And Worth A Look
• ARKK ETF: There Are Better Options
• BCAT: Deeply Discounted As Saba Builds Larger Position
• KARS: Right Theme, But Poor Momentum
• SPXL: Unique Concentration Risk
• ICSH: It's Going To Be Higher For Longer In The U.S.
• 3 Reasons To Consider EWL
• ZROZ: Adding Duration Risk With The PIMCO 25+ Zero Coupon Bond Fund
• TLT Is Turning Bond Investing Into A Casino! I Prefer GOVI
• Finding Market Opportunities Amid Headwinds
• Material Change In A Material World
• How To Diversify A Defensive Dividend Portfolio
• JEPQ Continues To Deliver Outsized Returns
• Ideal Pairs Trade Into 2024: Health Vs. Hype: Capitalizing On A Therapeutic Turn And A Tech Tumble
• Asset Class Scoreboard: October 2023
• IVOL: Time To Buy Bonds And 2s10s (Rating Upgrade)
• USMV: A Solid ETF For Volatility Reduction
• U.S. Equities: Which Stocks Have Outperformed In A Weaker Market?
• USFR: Keeping An Eye On The Exit (Downgrade To Hold)
• BGY: Going Global For Discounts
• EWX: Outperforming EM Small-Cap ETF Makes A Great Portfolio Diversifier
• RMM: An Expensive Way To Access The Municipal Bond Sector
• EWA: Extended Monetary Tightening Looms Large In Australia
• The 'Macro Question' Some Have Been Asking (What Keeps Me Up At Night?)
• Our Core U.S. Fundamental ETFs
• CHI: Nice Assets, But High Valuation Given The Risks Of A Distribution Cut
• Navigating Global Equity Markets
• METV: Still Bullish As AI Steals The Tech Spotlight
• EMLP: High Yield Distribution Amidst Falling Oil Prices
• SPY: Double-Barreled Buy Signal Works Again, Now What?
• The Multifaceted World Of Equity Options: A Dive Into Utility
• Get Used To Higher Rates And Inflation - Focus On These Assets
• XRE ETF: Canada Seems To Have A Bigger Inflation Problem
• SCHF: Domestic Equities Still Offer The Most Compelling Risk/Reward
• EEM: Valuation Not Expensive, But Exposure To China Not Favorable
• MDY: Balance Drawdowns Amid Fresh Risk Appetite For Equities
• The Month In Closed-End Funds: October 2023
• QDF: Apple-Heavy Dividend Vehicle Still Does Not Appeal To Me
• BKT: Sell Before The Distribution Is Cut
• CWB: Convertibles Offer No Competitive Yield
• Bank Fundamentals Remain Solid, But Concerns Linger
• BIZD: Reducing Risk In BDC
• XLB: The ETF That Beat The S&P 500
• GOF: Premium To NAV Reset, But Fundamental Issue Remains
• How Volatility Could Provide New Opportunities For Long-Term Investors
• GDV: Less Financial Risk Than Meets The Eye
• UTEN: Fade The Relief Rally In 10-Year Treasuries
• FTQI: A Change In 2022 Has Put It Closer To Competitors
• The Dirty Dozen CEFs From 2021: A Summary
• MDY: Well-Diversified, Solid Mid-Cap ETF, But Quality Is Suspect
• FBND: A Good Core Potential Bond Allocation
• DIVI: A Good Choice For International Investing
• ARKK: Outlook For Cathie Wood's ARK Innovation ETF
• DRIV Dive: At The Trading Range Midpoint, This ETF Could Offer Value
• 2023: A Year To Buy Yield And Sell Tech
• KIE: The (Investment) Climate Is Changing - Better Get Some Insurance
• SCHD: Rotation From Growth To Value Is Inevitable
• HYMB: High-Yield Municipal Bond ETF, Growing 4.4% Yield
• EVT: May Underperform In Current Environment, But Conservative Strategy Is Nice
• Your Best Investment Choices For 2024 And Beyond
• Don't Invest Based On Yield Alone: 4 ETFs With Big Income But High Risk
• TDIV: Why I Would Avoid This ETF
• SPY: Dividend Growth Slowing Across The Board
• HTD: Good Fund, But Be Ready For A Distribution Cut
• HEDJ: Seeking Alpha Quant's Top Rated Eurozone Hedged ETF Worth Buying
• AIRR ETF: Missing Exposure To Global Stocks Is A Headwind Into 2024
• SPIB: A Negative Spike Is When You Should Buy This Fund
• CEFS: Investing With Award-Winning Portfolio Managers
• TSLL: Bearish Tesla Trends, Soft Seasonality Lead Me To Downgrade
• AVUV: Now May Be A Good Time To Add
• Sector Bullish Percent Indicator Investment Model Update
• NXG: A CEF That Invests In Infrastructure And Renewables
• PFIX: Tactically Neutral On Interest Rates (Ratings Downgrade)
• CEFS: Solid Performance But High Fees
• AGQ: Leveraged Exposure To Silver Without The Underlying, More Selective Opportunities Elsewhere
• PFFA: 10% Monthly Dividend With Price Appreciation Potential
• IJR: The Lows May Be In For Small Caps
• iShares MSCI EAFE ETF: Dividends From Abroad
• USO: Geopolitical Circumstances Could Lift Crude To Over $150/Barrel
• EMXC: Better Than Most Emerging Market Proxies
• TDIV: Attractive Valuation, Average Quality
• IHE: You Better Like Eli Lilly And Johnson & Johnson To Buy This
• AOR: 60/40 Looks Appealing Again
• Adding To International Investing Post And Weekly S&P 500 Earnings Update
• PSI ETF: A More Balanced Approach To Investing In Chips
• Going Granular In DM Stocks
• VTWO: Embrace Higher Volatility
• BSV: A Smart Move Amid Market Volatility
• JAAA & JBBB: Why I'm Still Favoring Quality Credit
• QYLD ETF: A Good Choice For Income Investors
• Is Too Much Riding On The Tech Titans?
• KBE: Banks Are Cheap For A Reason
• NVDY: Attractive Yield And Easily Hedged
• DNIF: The Ugly Duckling CEF
• UTG: Not Worth The Risk
• MOAT: A Strategy That Generates Alpha
• Charlie Munger Says Investors Have To Buy These Stocks 'To Get Ahead'
• CTA: A Promising Diversifier
• DGRS: Quality Concerns Remain, Performance Disappoints
• CEF Weekly Review: High Premium Funds Fold
• IGV: Software ETF Rides AI To +35% YTD Gain
• PPA: A Continued Beneficiary Of Geopolitical Risk
• SFY: Boring Is Beautiful; Stick With SPY And QQQ Instead
• AMZA: Steady Trend Higher, Portfolio Remains Undervalued With Strong Momentum
• IEFA: An Undervalued Non-U.S. Equity Fund
• XLRE: Better Positioned Than VNQ For A REIT Recovery (Rating Upgrade)
• Portfolio Update: Next Trades
• PYLD: New Diversified Bond ETF From PIMCO
• TLTW's Covered Call Strategy On Bonds To Generate 18% Is Speculative But Interesting
• TLT: Long-Dated U.S. Treasuries Are A Generational Buy
• JAAA: A Great ETF Helping To Level The Playing Field
• Market Chart Storm: VTI Poised For Gains Into Year End, Soft Landing In Play
• VNQ Vs. FREL: Similar REIT Indexes, Similar Results
• XLI: Diversified Cyclicals Looking Better On Valuation, Bullish Seasonal Tailwinds (Rating Upgrade)
• CLIP: T-Bills Remain The Best Game In Town
• NIE: Discounted But Not A Bargain
• FNDX: Tactical Exposure To High-Beta Large Cap, Equally Sported On The Strategic Side
• RWJ: Playing Value In Small Caps Means Sacrificing Quality
• VIG: A Bet On The U.S. Economy
• The Problem With Factor Investing
• WIP: Not My Favored Inflation Play
• Rose's Income Garden 6% Forward Yield: October Update
• The Race Is On For EVs
• Domino's Pizza: Sell While The Share Price Is Still Hot
• TLTW: Raising To Hold On Treasury Surprise (Rating Upgrade)
• FTLS: Hedge Fund Strategies In An ETF Format
• VOX: High-Beta On Once Again After Fed Pause, Forward Earnings Projections
• Don't Give Up On International Markets: Dollar Chart
• BCAT: A Very Interesting Blended Term Fund With A 10% Yield
• SPYV: Big Changes Ahead For This $16B Large Cap Value ETF
• RWR: The Time Might Be Now
• FTRI: 6% Yield And Exposure To Commodities Without Contango
• JRS: Limited Exposure To Troubled Real Estate Sectors And A Very Attractive Yield
• MTUM: Just Doesn't Live Up To The Momentum Hype
• VanEck Israel ETF: Uninvestable In The Current Environment
• COWZ: Outperforms The S&P 500 And Has Superior Dividend Growth
• JNK: The Fed Supports A Bullish Rating
• Jobs Market Cools In October, Rate Cuts On The Horizon, XLRE A Buy
• IHDG: Dividend Growth Fund Without Dividend Growth
• GRX: There Are Better Alternatives In The Healthcare CEF Sector
• VV: Long-Term Constructive On U.S. Large Caps, Improving Technicals In Support
• Market Confronts New Normal
• IVW: Downside Risk Ahead, But Buy On Pullback
• Brad Simpson: Investing In An Era Of Divergent Global Growth
• SLYV: Little Added Value Over A Small Cap Benchmark
• KBWP: This P&C Insurance ETF Is On The Verge Of Breaking Through
• U.S. Weekly Fund Flows Insight Report: Equity ETFs Attract $7.8 Billion In Inflows, While Mutual Funds Suffer $6.8 Billion In Outflows
• NANR: Headwinds From Slow Global Growth
• Closed-End Funds: Valuations Matter, A Revisit Of JCE
• AVDV: Low Tech, Non-US Weighting A Factor, Market Positioning Says Otherwise
• TDV: Resilient Tech Dividend Growth Stories Come With A Mediocre Yield
• IEZ: A Good Fund But High Concentration Risk
• QTEC: A Time For Equal Weighting Tech
• BIV: A Time To Finally Allocate
• VGIT ETF: Assessing Curvature Risk
• AI Risk Management Tool For Calling Stock And Market Trends
• AVGE ETF: The Jury Is Still Out On This Actively Managed Global Equities Strategy
• EIDO ETF: Going Against The Tide
• TSLQ: Tesla May Face Headwinds, But Bears Should Seek Exposure Elsewhere
• THD: Beware Of Thailand's 'Helicopter Money' Plans
• FTHY: 2027 High Yield Term Trust At Big Discount
• THD: Dicey Macros, But The Risk-Reward Is In A Better Place
• UTG: From Bad To Worse
• IJH: Insurance, Asset Management And Industrials Compress Multiples
• SIL: Not My Preferred Precious Metals Play
• NCV: Troubled History But Novel Concept
• VHT: Current Valuation Not Justified Due To Declining Long-Term Earnings Growth Forecast
• Watch For A Spike In Volatility: Short Term T-Bills And CDs Recommended
• BIZD: High Sustainable Income From A BDC ETF
• November Perspective
• QQEW: Not My Preferred Nasdaq 100 Play
• VEU: Valuations Support Next 12 Months Returns, Potential Weight On Tactical Side
• Deconstructing The Dynamic Duo Of Stocks And Bonds
• Q3 2023 Equity Factor Report: Value Strategies Rally As Bullish Sentiment Dampens
• Rebalancing Our Ex-State-Owned Enterprises Strategies
• AVUV: Here's Why Avantis' Small Cap Value Approach Works
• AOD: Moving To Hold, Watch Out For The Merger (Rating Upgrade)
• NPFD: Expensive Fund With Hidden Fixed-Rate Exposure
• EMB: Potential Tactical Allocation For Short-Term Investors With Stronger Technicals And EM Outlook
• October AAII Asset Allocation Survey: Equity Allocations Slightly Decrease
• CHW: Imperfect, But Not A Horrible Global Fund
• TDV: In Technology, Dividend Aristocrats Are Less Overvalued Than The Rest
• 2023 Manager ESG Survey: Climate Risk Dominates
• LGI: A Fairly Unique Global Fund Trading At A Substantial Discount
• SHYG: Good Fund But Credit Risk Is Still Questionable Now
• YINN: Avoid The 'Snowball' Effect
• MLPA: A Perceived Beneficiary Of Rising Breakeven Inflation Rates
• My View Of The S&P 500 November 2023 Edition (Technical Analysis)
• GOF: The Premium Has Come Down On Opportunistic Credit
• PFFA: Buy This Preferred Stock ETF Trading At A Discount
• Above The Noise: 2 Questions For Investors In Times Of Conflict
• MOAT: History May Not Repeat Itself
• WOOD: Targeted Exposure To Forestry Sector But Highly Correlated To Equity Markets
• Don't Bet Against Progress
• GAB: Multi-Year Lows In The Premium For This Equity CEF
• My Dividend Growth Portfolio: Blackstone's Dividend, A New Position, And Bonds
• Tax Loss Harvesting And Wash Sale Rule Considerations
• SCHB: Short- To Mid-Term Investors Should Search For More Selective Opportunities
• RNP: High Quality 10% Yield From REIT Exposure
• XLU: Higher Rates Hurt
• XMMO: High-Turnover Portfolio Of Mid Caps
• MOO: Not My Preferred Way To Play Agriculture
• VO Is Trading At A Discount, But Downside Risk Remains
• TBT: This Hedge Still Looks Right
• MXF: Caution Still Warranted Despite The Wide Mexico Fund Discount
• ECC: Avoid The Riskiest Part Of The CLO Structure (Rating Downgrade)
• ICF: Heavy Exposure To CRE Structural Headwinds, Reversal Difficult To Vision
• DRIV: Good Theme But Weak Momentum And Challenged Consumer
• Managing Currency Risk In An Emerging Market Portfolio
• FCOM: Way Too Much Concentration Risk
• Less Money, More Problems: Why VIOV Is A Pass
• The Hidden Headwind: Small-Cap Balance Sheets
• Investing Rules To Navigate Volatile Markets
• TBLL: An Oddly Managed Fund That May Outperform Its Peers
• VNQ: A Weakening Economy And Rising Inflation Data Create Significant Additional Risks
• CCD: The Premium Has Finally Deflated (Rating Upgrade)
• Markets Spooked In October: SCHB A Buy Amid Better Valuations, Bullish Seasonality
• SPXU Is In Positive Drift Regime, But Beware Of Volatility
• CEF: A Few Reasons I Still Like Gold And Silver
• VO: Turning Bullish US Mid-Caps - Better Valuations, Bullish Seasonals
• EVV: Reasonable Performance Despite Rising Rates, But Distribution May Be Troubled
• SPLG: S&P 500 Dashboard For November
• SPY: The S&P 500 Is Still 'Double-Barreled' Oversold (With One Exception)
• Leveraging War Risks With DFEN
• XLU: A Dependable Yield Backed By Hard Assets
• NIE: Short-Term Pain In This Current Environment
• Value Stocks Are Usually A Safe Haven During Bear Markets
• SOXL: Heightened Interest, Leveraged Problems
• VT: Over Diversified, Significant Underperformance
• WGMI: My Favorite ETF To Play The Coming Bitcoin Spot ETF
• My Favorite ETF To Play The Coming Bitcoin Spot ETF
• FTEC: Bullish On Mid-To-Long-Term, Not Suitable For Short-Term Investors
• VGT: Need To Love Apple And Microsoft
• PPH: A 'Shot In The Arm' For Investors Looking To Capitalize On Recent Pharmaceutical Advances
• DIVO: Stay The Course; Maintain Buy Rating
• ANGL: Time To Nibble On Some Conservative High Yield Exposure
• XLE: Good Value Amid Industry Consolidation
• ULST: Weak Performance Compared To Peers
• VNQ: Why Higher For Longer Is Not A Risk Scenario
• IWR: A Potential New Cycle Leader
• JQC: A Tactical Bond Fund That Could Be Worth Considering
• DNL: Dividend Focused Against Weak Momentum
• GDV: Lagging Performance And Questionable Distribution
• XLE: Bigger Is Not Always Better
• IUSB: It Might Be Time Finally
• THW: abrdn Takes Over, Fund Drops To Massive Discount, But THQ Still Looking Better
• VUG: A Solid Large Cap Growth ETF, But Here's A Magnificent Alternative
• IEO: The Long-Term Case Is Real
• TEAF: A Term Infrastructure Fund With A Deep Discount, Attractive Distribution Rate, And Activist Ownership
• UCO: The Middle East Tensions May Drive Bullish Momentum For Oil
• EPOL: Beware The Polish Post-Election Rally
• SPSM: A Good Way To Get Low-Cost Small Cap Exposure
• VDE: After The Pullback, Energy Is A No-Brainer (Rating Upgrade)
• IEO: Key Narratives Remain To Keep Oil High Despite Dissipating War Premium
• PTNQ: An Expensive Risk Mitigation Tool
• ONEY Still Has A Factor Mix I Like
• The Most Important Inflation Metric Is Back At Target Levels: SPY Implications
• TJUL: Wait For The Next Series
• SCHE: A Fair Emerging Market Fund, But Not The Best
• VPL: A Potential Outperformer Against The U.S.
• ASGI: A Differentiated Approach Relative To Peers Creates Opportunity
• EPOL: A Top-Ranked Country Fund, Poland Stocks Poised For More Gains
• FUND CEF: Sector Concentration Adds To Risks Into 2024
• XLE: An Undervalued ETF That Should Be Able To Double The Dividend In 6 Years
• XOP: M&A Exposure With Potential For 100% Upside
• CEF Weekly Review: Be Careful With CEF Benchmarks
• XLC: Communication Services Getting Stronger Despite Alphabet's Fall
• VNQ: The Harsh Dose Of Reality For REIT Investors Has Arrived (Rating Downgrade)
• NUGO: The Newest Large-Cap Growth ETF From Nuveen
• PPH: GLP-1 Companies And Large-Cap Value Pharma Make For A Compelling Portfolio
• IVE: Rolling Sell-Off From Cloud
• FLTR: A Solid ETF But Not My Favorite Floating Rate Play
• EWH: Hong Kong Stocks Are Catching A Cold
• 5 Best CEFs This Month For 10% Yield (October 2023)
• UTG: Valuation Normalized, Attractive Risk-Reward Raising The Fund To A Buy (Rating Upgrade)
• XBIL: Why I Own $500,000 Worth Of This 5.6% Yielding ETF
• VUG: Low Current Income, But Possibly High Growth For Long-Term Investors
• K2 Hedge Fund Strategy Outlook: Fourth Quarter 2023
• XHB: Remaining Bullish Despite Recent Volatility
• After The Fed Hike Cycle, Is A Cash Allocation A More Viable 'Option'?
• CRF: Negative 4.7 Z-Score And The Party For Time Travelers
• HIGH: A Hedge Fund In Disguise, Has Not Impressed In 2023
• Looking Back At Equity Factors In Q3 2023 With WisdomTree
• SPHD: Don't Assume This 5.27% Yielding S&P 500 Dividend ETF Is High Quality
• EMLC: Avoid As Dollar Strength Persists
• DGS: A Momentum Reversal In An Otherwise Good Fund
• TBLD: A Unique Fund Trading At An Enormous Discount
• QQQ: Hold Until After The Fed's Next Meeting
• Here's What My Option Portfolio Looks Like Now, And Why
• Equity CEFs: Buy ETB As We Enter The Dumb Stage Of The CEF Sell-Off
• FLRT: A High Yield, High Risk Floating Rate Bond ETF
• INFL: Consider A Lower Cost Approach To Bet On Inflation
• QQQM: Earnings And Economic Growth Will Fuel The Rally
• VVR: Benefiting From Rising Rates And Boasting A Remarkable 13.6% Yield
• VEGI: A Good Fund But Momentum Challenged
• YYY: Fund Of Funds That Fails To Deliver
• AGGH: Complexity Is Paying Off For Now
• Consumer Discretionary Vs. Staples: What ETFs Can Tell Us
• Volatility: The Second Most Important Indicator
• CEF Insights: Finding Opportunities Into 2024
• Welcome Back, Mr. Bond
• XRT: Retail Is Still Not Where I Want To Be
• Investigating The Premium Available To Factor Returns Via A Focus On Sustainability
• ENFR: Pipelines And Profits, A Dive Into The Energy Infrastructure-Based ETF
• U.S. Weekly Fund Flows Insight Report: Investors Embrace Money Market Funds During The Fund Flows Week, But Test The Waters Of Equity, Bond, And Commodity ETFs
• October 2023 Active Management Insights: Higher-For-Longer Interest Rates A Chief Concern
• KLIP: Yet Another Ultra-High Distribution Yield ETF
• MLPX: High Yield Potential Amid Market Volatility
• DRLL: Verdict Unchanged, Continue To Avoid This Fund
• Emerging Markets Quality Dividend Growth Rebalance: Fall 2023
• In An Uncertain World MINT Delivers
• iShares MSCI Israel ETF: Strength In Diversification
• WTAI: The AI Narrative Weakens As Price Leads
• HNDL: Avoid Due To High Fees And Complexity
• BINC: Fast Facts After 5 Months In The Market
• PPLT: Dead Money Can Come Back To Life
• JPI: A Likely Alpha Opportunity For This Term Preferred CEF
• IGRO: Unattractive Relative To Peers
• SPSM: Valuation Spread Between Small Cap Vs. Large Cap Too Big To Ignore
• DLY: WDI Is A Potentially Better Alternative
• SCHD: I Own This ETF And Sleep Like A Baby
• Flight-To-Safety Assets: Are They Really Safe?
• The Passive Income Snowball Path To Wealth: VYM Vs. DGRW
• TBIL: Cash Is King In A Liquidity Constrained Market
• Trick Or Treat? Bobbing For Multibaggers In The Small-Cap Market
• RING: The Advantage Of A No-Frills Gold Miners ETF
• FENY: U.S. Oil Sector Deleveraging Vs. Growth
• DGRW: A Fund Unlikely To Outperform The Market Indexes Or Offer Inflation-Adjusted Income
• SCHD: This 3.90% Yielding Quality Dividend Growth ETF Is Back In Buy Territory (Rating Upgrade)
• The Trick Behind The Halloween Strategy
• The Importance Of Profitability In Australian Small Caps
• 'Diworsification': The Mythical Boogeyman Of The Unconcentrated Portfolio
• JGH: Stay In The Game With Nuveen Global High Income Fund
• VSDA Is Still Only A Hold Due To Valuation Nuances Despite Robust Quality
• DIG ETF: Caution Due To Economic Risks
• SPEM: Valuation Attractive But No Near-Term Catalyst Yet
• IXUS: A Case For Longer-Term Positioning But Questionable Now
• PCN CEF: Possible Gains In Store For The Brave
• VNM: A Concentrated Frontier-Markets Fund, Low PEG, Weakening Momentum
• ACES: Not The Time And Disappointing Performance
• CMU: Our Game Plan For This Muni CEF Tender Offer
• VNM: Vietnam Remains Southeast Asia's Best-Kept Secret
• RSP Versus IWM: Do We Even Need Small Caps Anymore? Maybe Not.
• JEPI: No Longer An Income Investor's Only Holding
• MSD: 11% Yield From An Outperforming EM Bond Fund
• RIV: Fund Of Funds, 15% Yield
• ADX: Look Out For A Large Year-End Distribution
• Demystifying Equity Market Neutral Investing
• Buy UGL: Gold Lease-Rate Support Hasn't Been This Bullish Since 2008
• BATT: Probably Not The Best Way To Invest In Battery Technology
• IWN: Lagging Other Small-Cap Value ETFs For 10 Years
• CLOZ: Beware Widening Credit Spreads (Rating Downgrade)
• ARK Innovation ETF: A Vulnerable Setup (Rating Downgrade)
• SCHH: Speculative Buy On Fed Pivot
• BUZZ Investing: Stock Markets Fall Amidst 'Higher For Longer'
• Sector Ratings For ETFs And Mutual Funds: Q4 2023
• ACP: About To Get Larger Again (Rating Downgrade)
• VSDA ETF: Yes And No
• SWAN's Deep Dive Likely Over
• RPV: Downside Risk Could Be Quite High In A Recession
• SPLB: A Good Fund But Not A Good Time
• Pain Reliever: The Behavioral Case For Defensive Equities
• SLX: Why I Am Not A Buyer
• VNQI: Just Unable To Deliver
• The Case For Low Volatility And High Dividend Equities In International Markets
• VEA ETF: The Headwinds Trump The Tailwinds
• The Time Could Be Right For The SILJ ETF That Offers VALUE
• iShares 7-10 Year Treasury Bond ETF: Time To Make An Opportunistic Stand
• NUGO: Volatile Growth Fund
• FPE: Good-Looking Relative To Peers, But Unattractive
• JPST Vs. BIL: Which Is Best For Income Investors And Retirees?
• Top Analyst Calls For 15% Tech Stock Rally, Here Are 2 Sectors I Like More
• GUNR: An ETF For Value Investors Who Can See Past The Current Stock Market Noise
• JEPI: Decaying Earnings Power A Long Term Problem
• PDI: Pain Could Be On The Horizon
• NLR: Blow-Off Top In Play, Eyeing A Pullback To Support Into Year End
• Sell QYLD, Buy QQQX
• Value Investing Made Easy: Earn 8% With RVT
• TSLY: Good In Theory, Disastrous In Practice
• AMLP: A Good Inflation Hedge With Lower Volatility Than Most Energy Investments
• 2 Reasons Why SCHD Is A Better ETF Pick Than VIG
• QQQ: Persistent Technical Strength Makes The Next Pullback A Prime Buy
• SCHI: Attractive Yield But Investors Can Wait Till An Economic Recession
• CGGR: Capital Group's Growth ETF Sacrifices Too Much Quality
• XMHQ: High-Quality Mid Caps Are Still Worth Considering
• SVOL: Downgrade To Sell On Strategy Drift
• The Budget Deficit: Increasing At A Challenging Pace, And The Impact On TLT
• PCY: Way Too Risky Now And Better Options Anyway
• EDIV: Beating Peers In 2023, But Lackluster Long-Term Performance
• Asset Allocation And Strategy For The Current Bear Market
• HYGV: Opportunistic Exposure To Attractive Credit As Equities Remain Expensive
• HEWJ: Currency Hedged Or Not, It's Vulnerable Here
• KLIP: A Conservative Way To Obtain China Exposure
• M&A Heats Up In The Oil Patch, XOP A Buy On Valuation, Diversification
• FNGS: Increasingly Vulnerable
• U.S. Stocks: Selective As Earnings Stall
• PDT: Worst Performing In Category Now Yields 11%, Is It A Buy?
• BLW: Leveraged High-Yield Bond CEF, Strong 10.4% Yield And Performance
• SMH: I Prefer Individual Semiconductor Holdings
• I Wouldn't Touch Oxford Lane Capital With A 10-Foot Pole
• STK: Market Pressures Bring Down Premium For This Hot Tech Fund
• QIS: An Alternative Asset For The Modern Portfolio
• DEM: Strong Recently But Longer-Term Mixed
• SPY: Red Flags Everywhere
• IWM Small Caps: New 52-Week Low, Everything Is Not Fine
• IYG: Buy The Dip With Long-Term Investment Horizon
• What Kind Of Returns Can You Expect From QQQY?
• Reducing Luck: A Key Benefit Of An Unconcentrated Portfolio
• XLK: Big Tech Emerging As Beacon Of Value
• TSLY: Income Investors Beware, A Potential Trap Awaits You With This ETF
• CEF Weekly Review: Performance Is The Distribution Anchor For Equity CEFs
• KBWB: The Hammering Of Banking Stocks Presents An Opportunity
• ASHR: Caveats To China's Q3 GDP Outperformance
• How To Use Asset Correlations To Boost Return And Cut Risk
• DFSV: Worth Shortlisting, Not A Buy Due To Factor Disadvantages
• GGN: Buy, Moderate Growth Is In The Wings
• SCHH: Better Options Out There
• Compression Breakout, Giving A Boost To Your Entries
• SPY: Buy Signals Switch To Sell Signals Confirming The Price Downtrend (Technical Analysis)
• IDOG: 50 Dogs From Over The World
• Analyzing Cathie Woods Active Management Of ARKK ETF For Past 18 Months
• The Chase For Yield Is On: JEPY And QQQY
• FM: Why I Am Not A Buyer
• RCS: Safest Underlying Securities, But Not A Safe Fund
• QQQY: Intriguing 0DTE Strategy, Not Stress-Tested Yet, Stick With JEPI And QYLD
• DMA: Structure Change Provides Significant Potential Opportunity
• PICK: Recent Developments
• PSCT: 17% Profitability Gap, A Small-Cap Tech Risk Or Opportunity?
• LSEG Lipper U.S. Mutual Funds And ETPs Q3 2023 Snapshot: Conventional Fund And ETP Assets Under Management Decline In Q3 By A Combined $678 Billion
• SCHD: 10 Reasons You Want To Buy This Buffett-Style High-Yield ETF
• The Time To Plan For Tomorrow Is Today
• Analyzing 13Fs: ARK Investment Management (Cathie Wood) Q3 2023
• AIQ: Suitable Niche Investment For Those Dead-Set On An AI-Themed ETF
• SMOG: Macro Headwinds Make This Low Carbon Energy ETF Hard To Inhale
• LQDH: What Explains The ETF's Outperformance?
• BGT: A Golden Standard Leveraged Loan CEF, 11.7% Yield
• EDV: Pricing-In Long-Term Inflation Of 3-4%, Lowering Downside Risk (Rating Upgrade)
• Comparing A 5% 10-Year Treasury Yield To Stock Market Returns
• U.S. Weekly FundFlows Insight Report: Largest Weekly Outflow Since June 11, 2008 - Led By Money Market Funds (-$97.5 Billion)
• Profiting From An Increasingly Volatile Market
• GBIL: Balancing Income And Principal Protection
• VBK: A Big Issue Being Small
• How I'd Invest $1 Million Right Now
• EAD: Junk Bonds Have Some Risks, But This Fund Seems To Be Taking Precautions
• MGV: Fair Valuation, But There Could Be Significant Downside Risk
• 2 ETFs That Are Mighty Market Beaters: MOAT And VGT
• BST: Tech Growth And Income, The Best Of Both Worlds
• DGRO: Can Dividends Generate Alpha?
• IWY: A Source Of Liquidity
• What Netflix Shows Us About The Streaming And Media Industry
• Unraveling The Merits Of Invesco: Why OMFL Is A Great ETF
• IUS: PRF's Higher Quality Brother
• U.S. Dollar: You're Either With Us Or Against Us
• As Yields March Higher, JAVA's Value Proposition Remains Unconvincing
• 180 Degree Of Separation From The Investment Hoard
• AOA: A One-Stop Shop Retirement Tool
• PHB: Good In Theory, But Lagging In Practice
• BNDX: Capital Appreciation Expected In 2024 And Likely To Continue Through 2025
• HIE: Term Fund With A High Discount
• Expanding (Investment) Horizons: The Case For Investing Globally
• CIK: Moving Back To This High-Yield CEF Outperformer
• RDVY: Avoid These Low-Growth Rising Dividend Achievers
• GCOW: A Strong Strategy With A Cash Flow Focus
• QYLG: Elevated Volatility, Year-End Rally Prospects Make The Strategy A Buy
• ASGI Vs. UTF: Battle Of The High Yielders
• IHI: Nibbling Again On Attractive Healthcare Sector Valuation
• BLOK: When The Bear Dust Settles, This ETF Will Be On My Short List To Buy
• NEAR: Ceasing To Be A Cash Parking Vehicle
• PDO: Come For The Distribution, Stay For The Capital Losses
• VRIG: Floating Rate Investment Grade Securities May Not Be The Best Bet Right Now
• RPG: Pure Growth Potential Without Mega Caps, But Does It Deliver?
• DBE: Energy Investing In A Highly Volatile World
• IXC: Right Sector But Global Allocation Is Challenged
• FLC: Higher Rates Continue To Pressure Preferreds But Discount Offers Potential
• DGRO: This Fund Is Not Well-Positioned Right Now
• CLOU ETF: Betting On Cloud Growth
• ARK Innovation ETF: Cathie Wood Not Backing Down On AI And Bitcoin Bets
• GDXJ: Junior Miners Could Outperform In The Next Rally Higher For Gold
• HACK: Maybe Not Ideal
• BWG: This International Bond Fund Looks Good If You Can Stomach The Volatility
• XLY: Consumer Discretionary Dashboard For October
• Emerging Markets - Turkey Shines, Brazil Falters
• Healthcare Investing Finding Growth Beyond Pharmaceuticals
• Investment-Grade Corporates: A Tale Of Two Markets
• EWZ: Cautious Optimism Amidst Slowing Interest Rate Trends
• ARKK: Risks And Challenges For Cathie Wood's ARK Investments - What Lies Ahead?
• Could Better Days Be Ahead For Canada's Big Dividend Stocks?
• LVHD: Lags Dismally During Recoveries, A Pass Due To Numerous Disadvantages
• Investing In The Healthcare Sector
• HDV: Solid Dividend ETF But Lacking Upside Potential
• LVHI: An Interesting And Potentially Defensive Fund
• Columbia India Consumer ETF: Quality Doesn't Come Cheap, But There Are Limits
• CLM: The NAV Premium Shrinks Considerably
• RQI: Rising Rates And A Weakening Economy Could Mean Underperformance
• JPI: An Interesting Opportunity For Yield And Capital Gains
• IAT: Not The Time
• COMT: The Right Optimized Commodity ETF For Strong Energy Markets
• HACK ETF: Not Quite A Perfect Buy, But Still Has Some Merit
• SGOV: Standing Atop The Yield Cliff
• VIXY: May Be Useful As A Short-Term Hedge Against War
• RSPU: Utilities Dashboard For October
• WEA: Discount Widening As Fixed-Income Gets Slammed By Higher Yields
• Global Asset Allocation Viewpoints, Q4 2023 - The Last Mile
• DIVB: Doesn't Escape Benchmarks
• SVOL: Changes In Bond Holdings Are A Boon
• The Art Of Hedging For A Market Meltdown: 5 Strategies (Ranked)
• PDI: Complete Devastation, Massive Income
• SGOV: 'T-Bill And Chill'
• RQI: A 9.66% Yielding REIT CEF That May Have Bottomed
• PTF: Technology Dashboard For October
• LVHD: 4.34% Yielding Dividend ETF Designed For Defensive Investors
• PEO: You Are Better Off With An ETF Here (Rating Downgrade)
• Scottish Mortgage Investment Trust: Waiting For A Buy Signal
• Consequences Are Always Unintended
• Rail Stocks Vs. Airlines: Which Potentially Offers More Opportunities For Investors?
• LQD: Investors Should Start Accumulating
• Why Insurance Stocks May Warrant A Closer Look
• CALF: Our Favorite Small-Cap ETF Can Continue To Outperform
• VIG: A Diversified, Low-Price Option For Dividend Growth Investors
• The Nasdaq 100 Faces A Major Breakdown
• SMIN: More Upside To Come Among Indian Small Caps
• Three Quarters Of The Way Through 2023 - Is Artificial Intelligence Or Cybersecurity The Strategy With The Performance Lead?
• FTF: Deep Discount Could Be Creating A Tactical Play
• U.S. Fund Investors Favor ETFs Over Conventional Long-Term Funds In September
• ECC And OXLC: Climbing The CLO Learning Curve
• FDN: Not The Place To Be Now
• IHF: Healthcare Dashboard For October
• MCHI: China's Economy Keeps Struggling, Weighing Down On Stocks
• SPYD: 5.23% Expected Dividend Yield Comes With Huge Risks
• CCD: This Convertible Fund May Be Worth Considering
• ARK Space Exploration & Innovation ETF: Can It Rebound?
• Equity CEFs: You're Still Going To Be Far Better Off In CLM Than GGT
• SPYD: Big Bet On Yield-Sensitive Sectors, Sneaky Volatility
• European Utilities Outlook: More Investment But More Selective In 2024
• CALF: The Long-Term Way To Play Small-Cap Stocks
• RSPG: Energy A Great Hedge For Current Mid-East Conflict
• VOOG: Short-Term Volatility Presents A Buying Opportunity
• QYLD: Can It Keep The Lights On?
• LGI: Global Diversification And Fully-Covered Distribution, But Performance Might Disappoint
• RSPS: Fade GLP-1 Concerns, Buy The Consumer Staples Dip
• SPY: Short-Term Bounce Testing The Downtrends (Technical Analysis)
• FIDU: Industrials Dashboard For October
• Closed-End Funds: Revisiting Valuations As We End Q3 2023
• Measuring The Market Impact Of Rising Global Risks
• PHK: Worth A Switch From PIMCO's Newest CEFs PDO And PAXS
• SOXX: Tread Lightly With These High Risk Semiconductor Stocks
• Geopolitical Shocks And Portfolio Construction
• When Momentum Loses Momentum
• Targeting Resilient Portfolio Construction With Alternatives
• KOLD: A Speculative Short Term Tool
• UVXY: Potential Middle East War Is A Tail Event (Ratings Upgrade)
• SLQD: No Good Reason To Own This ETF
• Thinking International: The Case For Currency Hedging
• Investors Shun Dividend-Paying Stocks
• EFT: Protection Against Interest Rates And A High Yield
• SPDW: The International Cycle May Be Coming Soon
• How To Know When The Recession Has Begun
• My Views On Asset Allocation: Shifting From Equities To Credit, Cash, And Gold
• ETG: Equities Fall And Discount Expands For This Solid Fund
• PKB: Housing And Construction Begins To Crack
• Health Care Select Sector Fund ETF: Riding The Healthcare Boom
• FMAT: Materials Dashboard For October
• IOO: Softening Electronics Demand, A Lot Riding On AI
• PICK On Price Weakness: Leave Room To Add On Further Declines
• BUYW: Expensive Covered Call ETF, Better Choices Out There
• SDVY: Defending The Bullish Thesis After Soft Performance
• MORT: No Real Compelling Case To Buy
• Key Indicators Point To GLD At $215 By Mid-April
• NVDY: Big Income With A Caveat
• GXC: A Chinese Balance Sheet Recession Looms Large
• CHY: Some Good Qualities, But Be Cautious
• VOOG: Not The Time For Longer-Term Growth Allocations
• BGR: Economic Laws Make The Case For This Energy CEF
• IWM: Small Caps Are Back In The Danger Zone
• JPC: Merger Arbitrage Opportunities
• PDO Approaches 14% Yields As Fear Approaches Again
• RSPS: Consumer Staples Dashboard For October
• Billionaire Ray Dalio Says '50% Chance Of World War' - How To Invest?
• MJUS: A First Look Says No Thanks
• Billionaire Howard Marks Says Sell Stocks, Buy Credit: Our Top Picks
• BWX: Meaningful Capital Appreciation Likely In 2024 And 2025
• SCD: Get 11% Yield On Cost From This Energy/Tech Total Return Fund
• SPYI: Promising Start But Wait For More Data
• Buy YANG To Profit From China's Bursting Bubble
• 4 Closed-End Fund Buys In The Month Of September 2023
• TLH: Duration Still Dangerous
• INDA: A Great Way To Diversify Away From China
• FRA: Continuing To Benefit From Higher Rates
• PIN: Easing Is Back On The Menu In India
• TBT: No Compelling Evidence Of A Bond Bottom, Reiterate Buy
• GUG: Discount Widens And Keeps This Fund Interesting
• Latest Memo From Howard Marks: Further Thoughts On Sea Change
• STIP: Real Yields Can Only Grow
• SCHG: A Strong Growth ETF For 2023 And Beyond
• 3 Strategies To Invest $100,000 Today
• NEA Offering Deepest Discount Among Nuveen Municipal CEFs
• TEI: Emerging Market Fund Not Earning Its Yield
• SCHD: Your Money Is Worth More Than This 3.76% Dividend Yield
• CEF Weekly Review: What Drives CEF Portfolio Turnover Costs?
• DON: Strong Earnings Yield, But Subdued Growth, Performance Nuances
• Tracking Volatility In 10 And 30-Year Treasuries
• NTSX: Leveraged 60/40 Portfolio But Watch Out For Secular Inflation
• XLK: Themes To Watch In Tech Stocks Ahead Of Q3 Earnings
• KNG: Enhancing Dividend Aristocrat Yields With Covered Calls
• MUB: A Potential Market Haven
• FOF: Narrowing Premium Helps, But Distribution Could Be Under Pressure
• SMH: Better Off With Just Nvidia
• BANX: Diving Further Into This Fund
• Done Well With Recent Winners? You Are More Likely To Outperform With These Investments
• Sustainable Investment Insights - Quarterly Report: October 2023
• VOO: New CPI Data Could Indicate A Strong 2024 For The S&P 500
• ETFs Of CEFs: Diversification And Higher Distributions
• SCHM Has An Unappealing Factor Mix
• BILS: Rolling 4 Months T-Bills In An ETF Format
• Asset Allocation Insights - Quarterly Report: September 2023
• Good Intentions, Perverse Outcomes: The Impact Of Impact Investing
• U.S. Weekly Fund Flows Insight Report: Despite Dovish Fed Comments, ETF And Conventional Fund Investors Were Net Redeemers During The Fund Flows Week
• More About The Importance Of Cash From Operations
• SCHR: Fade Intermediate-Term Treasuries
• Can Active Managers Outsmart The S&P 500 Dividend Aristocrats?
• RMT: Outperforming The Russell 2000 And Russell Microcap Index On Most Time Frames
• VTI: What's Different From SPY And How We Use It
• IWF ETF: Be Cautious Of High Valuations
• FRDM ETF: Freedom As An Alternative EM Investing Strategy
• PRF: Outperforming Value ETFs, But Behind Traditional ETFs
• All Aboard: VOO A Buy As Bullish Seasonality Begins
• AVLV: An ETF Combining Value, Quality And Growth
• RFI Vs. AWP: High Yield REIT Funds Offer A Choice
• MCN: This Covered Call Fund Is Getting Much More Attractive
• USFR: Hiding Out In The WisdomTree Treasury ETF
• Global ETF Market Facts: 3 Things To Know From Q3 2023
• SDOG: 50 Dogs In Portfolio, Many Are Not The Best Of Breed
• Why Holding About 50% In Cash Equivalents Makes Sense For Investors Right Now
• FCG: A Good Fund Long-Term But No Momentum Short-Term
• BTZ: Decent Fund, But May Be Best Suited For A Pair Trade
• UUP: Tracking The Recovering U.S. Dollar Index Higher (Rating Upgrade)
• 4 Bond Market Trends Impacting BND
• BKT: Harnessing The Power Of Agency-Backed Mortgages For Reliable Returns
• PIMCO Dynamic Income Fund: You Can Now Get A 15.6% Yield On This Closed-End Fund
• The FDA Crash - Are Regulations Killing The Bull Case For Medical Devices And IHI?
• St. James Investment Company Value Investor's Q3 2023 Quarterly Letter
• PGHY: Invesco High Yield Fund Going Through Changes, 9% Yield
• LDP: Internals Look Strong For This 9.2% Yielding Preferred CEF
• BOND: Diversified Investment-Grade Bond ETF, Uncompelling Value Proposition
• Better Passive Income Snowball: SCHD Or DIVO?
• Q3 2023 Options Trades: Cracker Barrel Ate My Results
• How Concentrated Are Equity Markets These Days?
• MIN: Avoid This Return Of Principal Fund And Consider High Yielding Alternatives
• UTF: Utilities Spiral Creating Long-Term Opportunity
• CRF: The Time To Sell Is Now
• FDVV: Tech Focused Dividend ETF
• BUYW: Stellar Short-Term Performance May Not Be Repeatable
• What's Going On With Banks? Mixed Picture?
• SCHD: Capital Growth With Stable Dividends
• GLO: Continue To Avoid This Underperforming Fund
• Hard Times Are Coming So Buy GLD
• VB: Small Caps Are A Buy In My View
• ACWI: Lowered U.S. Exposure Finally A Plus
• IGHG: A Great Rates Hedging Product, But It Is Time To Move On
• VYM: A Low Dividend Investment With Greater Risk Than Bonds
• ROBO Vs. BOTZ: A Comparison Of The 2 AI ETFs
• GRID: A Good Theme But No Real Outperformance (Yet)
• GLQ: Best To Look Elsewhere Given The Risks Of This CEF
• KWEB ETF: On The Mend
• VYM ETF: The Tailwinds Outweigh The Headwinds
• TUR: An Overlooked Opportunity
• ASA Gold and Precious Metals: Add Gold To Your Portfolio As A Hedge Against Financial Stress
• Silver Turns Bullish, Good For Miners, SLVP Will Follow Suit (Rating Upgrade)
• SCHD Or SCHG? Buying Both Is The Way To Go
• PGJ: Challenged Performance Even Considering The Pandemic
• RSPT: A Strategy That Could Pay In The Long Run
• INDY: A Dip-Buying Opportunity In Indian Stocks
• TECB: Well-Positioned For Positive Returns
• Harvesting Equity Premia In Emerging Markets: A 4-Step Process
• SPAB: An Attractive Aggregate Bond Fund
• IGA: Deep Discount Keeps This Global Fund Interesting
• DSTL: A Cash Flow-Focused ETF
• FNDF: Steady Growth Prospects And Higher Dividend Possible
• BUG ETF: A Long-Term Bet On Cybersecurity
• EZA: A Systematic Review
• DHS: High Dividend Stocks Inexpensive Heading Into Year-End
• PFN: Best To Buy On Dips
• Portfolio Comeback: My Plan For Getting Back On Track
• Update On FXI: The Trend Remains Ugly
• Depression Alert: Why The Shrinking Money Supply Spells Trouble For SPY
• Investing In The Green Economy 2023 - Entering The Next Phase Of Growth
• XYLD: Solid Income Investment
• ONLN: A Year Later, Outlook Still Very Mixed
• ICAP: Round 2 Goes To JEPI In This Covered Call Battle
• BSJP: Over 8% Yield With Limited Duration Risk
• EMO: This CEF Has Strong Fundamentals And An Attractive Discount
• The Consumer Staples Select Sector SPDR Fund ETF Is Due For A Massive Rebound
• SCHD: Still My Favorite Stagflation Hedge
• XYLD Is Still Delivering On Its Core Strategy Of Providing Income
• Bogus Aircraft Parts: Profit Nemesis Or Operational Nuisance
• JBBB: Leveraged Play On Bank Loans
• Morgan Stanley: A Prime Suspect For A Credit Event?
• NULG: A Case Where ESG Investing Is Working
• EFV Vs. DFIV: Which Is The Best Ex-U.S. Value ETF?
• Moat Investing Rises Above Magnificent Seven Dominance
• FCT: Low Leverage Floating Rate Loan Fund, 11% Yield (Rating Upgrade)
• XLP: I'd Rather Have Coal In My Stocking
• PBJ: No Bud Light In Sight
• ASGI: More Headwinds Ahead
• Thinking International: What's Driving Japanese Equity Performance?
• EQL: A Unique Portfolio Diversifier In The Current Market Environment
• Why The Structural Matters Now
• VIOO: Attractive Valuation, And Strong Growth Profile, But A Recession May Not Be Far
• AVUS: Active Factor-Based Fund With Short-Term Outperformance
• Corporate Spinoffs Are Surging: How Not To Get Taken For A Spin
• CIK: This Underfollowed Junk Bond Fund Is Actually Pretty Good
• HIGH: Behaving As Expected So Far
• DBJP: Dominated By FLJH And Other Currency-Hedged Alternatives
• XLE: Escalating Middle East Tensions Strengthen Energy's Bullish Thesis
• MJ: Can't Get Off The Ground
• JFR: A Good Fund For High Rates Or A Pair Trade
• FLJH: Not Getting The Cheapness Of The Yen
• Equity CEFs: NRGX May Be A Stealth Opportunity To Get More Bond Exposure
• PAXS: The Best PIMCO Taxable Bond CEF To Buy Now
• SPDN: Growing Corporate Leverage With Rate Hikes Is A Concern
• BTO: Premium Looks Unjustified As Declining NAV Poses Risks To Distribution
• PFXF: REITs And Utilities Hurt More Than Excluding Financials (For Now)
• Korea Fund: Don't Write This Fund Off Just Yet
• CIBR: Volatile Alpha That's Hard To Hack
• SVXY: Don't Get Wiped Out
• JEPQ Looks Enticing After The Pullback And Double Digit Yield
• Why JEPQ Solves My Stocks Vs. Treasuries Investment Dilemma
• TPHD: A Dividend ETF With Biblical Aspirations
• CIBR: MGM's Ransomware Attack Puts The Spotlight Back On Cybersecurity Stocks
• CEF Weekly Review: Is There Value In Knowing CEF Institutional Investor Holdings?
• DPG: Worth A Look As The Dust Settles
• IYH: Long-Term Growth Outlook Not As Bright As Before
• BIT: Fantastic Fund, Terrible Price
• FIW: Look At Factors Coldly, Consider Valuation Risks
• JEPI: Pain On The Horizon
• IYT: Seeking Value In A Turbulent Transportation Sector
• BMEZ: Healthy 8% Yield, Big 17% Discount, ~8 Years To 'Maturity'
• QQQ: Nasdaq Surges Ahead, Debunking Jobs Report Fears (Rating Upgrade)
• SCHD: A Magnificent Buy At This Time
• GUT: Down 25%, Still A Strong Sell
• MBB: Better Ways To Buy MBS
• Important Warning About Artificial Intelligence Stocks
• QQQ Preferred Over JEPQ As A Bullish Q4 Gets Rolling
• The Month In Closed-End Funds: September 2023
• BILS: Finding Shelter In Shorter Duration Treasuries
• PGF: Beware Of Elevated Systemic Risks From Financials Exposure
• NVG: Historic Discount Available Keeps My Buy Rating
• SPLV: 3 Reasons To Avoid This Low-Volatility ETF
• RNP: A ~10% Distribution Rate As REITs Remain Pressured
• Calamos Investment Team Outlooks, October 2023
• U.S. Weekly Fund-Flows Insight Report: Taxable Fixed Income Funds Top Last Week's 2023 Outflow Record
• Finding Balance In U.S. Equities As Macro Threats Mount
• FSTA Has A Rich Valuation And Its Risk/Reward Profile Is Not Attractive
• Growth Stocks Are Less Expensive Than Traditional Measures Imply
• 3 International Opportunities Worth Considering
• HEQT: Designed For Conservative Investors
• Biotech-Pharma Trade: Buying Opportunities On The Horizon
• GHY: Global Diversification Is Important, This CEF Can Provide It
• BLW: Silently Outperforming Due To Its Low Duration
• PHD: One Of The Few Debt Funds That Benefits From Rising Rates
• Setting Expectations For Market Returns & Managing Risk, Plus A Portfolio Update
• SCHD And COWZ: Market Beating Returns, Average Yields Of 3%, And Average 5-Year Dividend Growth Of 17%
• Equity Funds Post Their First Quarterly Decline In Four For Q3 2023
• QQQE: Worst New Bull Market Ever
• TECS: There Are Reasons To Be Bearish
• PFIX Has A Lot Left In The Tank
• AGG: A Core Bond Fund Providing Safety In An Uncertain Rate Environment
• Importance Of Cash From Operations
• SCHD Vs VIG: Which Is The Better Dividend ETF?
• The Hidden Costs Of Investing: The Tax Iceberg
• FSTA: Consumer Staples Are Not A Safe Heaven Anymore
• NRGX: Change In Mandate Should Drive A Valuation Rerating
• QVAL: A Methodological Edge Over Most Value ETFs
• SRET: Narrow Focus On Dividend Yield May Lead To Poor Performance
• Emerging Markets Roundup
• GOVZ: Not The Time For Extreme Duration
• KIE: Insurance Is Still A Winner
• BUI: Better Than Expected, But Interest Rates Will Be A Drag On Performance
• Retiring (Early) With Dividend Growth: Why DGRW Is A Terrific ETF
• GDX: Gold Miners Under Pressure From Rising Costs And Falling Revenues
• BOIL And Natural Gas: The Best Way To Profit
• ACV: Finally Starting To Look Attractive
• Update On VDE: Hang On For A Wild Ride
• IUSG: Past Its Prime
• SPY: Will There Be A Q4 Rally? Here's Why I'm Ready For One
• SCHA: Higher Volatility Expected In The Potential Upcoming Economic Recession
• BCX: A Conflicted Take On This Commodity-Themed CEF
• CPER: Fade The Copper Dip
• The U.S. Government Shutdown: Not A Crisis
• VPU: I Buy Bear Markets (Utilities Included)
• TLTW: Income Opportunity In An Uncertain, Bloody Bond Market
• XSD: A Chip ETF With Strong Potential Upside
• IQLT: A Well-Diversified Ex-U.S. ETF
• Active Success: Still Elusive
• AIF: This 11.33%-Yielding Alternative Credit Fund Is A Winner
• The Challenge Continues: Results From The SPIVA Latin America Mid-Year 2023 Scorecard
• VMBS: Revisiting VMBS Thesis With RISR As A Hedge (Rating Upgrade)
• SPLV: Indebted Sectors Hurting 'Low-Volatility' Stocks
• SWAN: Replay Of Stock/Bond Correlation Drawdown
• How To Increase Diversification In Portfolios When Market Cap Indexes Fail
• FSD: An Unorthodox Strategy, But This Bond CEF Is Better Than People Think
• IDU: A Long Road Ahead For Utilities
• FVD: Lagging VIG And SCHD In Return And Dividend Growth
• REZ: A Fund That Lost Its Focus
• PCF: A Good Diversifier For An Income Portfolio, But Distribution Appears Strained
• VIS: A Better Real Play On Growth Than Technology
• VCLT: Attractive Buying Opportunity For Long-Term Investors
• BLV: Is It Time To Lock In High Yields?
• TLTW: Implied Volatility On The Long Bond Jumps, Risk Remains High
• UPRO: Wait For Support Retest And Resilience Test
• RCS Vs. IGLB: PIMCO Fund Struggling With Distribution Coverage
• TMF And TMV: Not As Attractive As Other Double-Short Pairs Trades
• Weekly Closed-End Fund Roundup: NRGX Policy Change (September 24, 2023)
• TLTW: There Is No Bang For The Buck
• NMCO And NMZ: Two Previous Buy Ratings Dismantled By The FOMC
• Be Strategic When Realizing Tax Losses
• October 2023 Perspective
• PEY: Targeting Dividend Growth And High Yield
• GSY: Good YTMs To Wait Out Macro Data
• When Fundamentals And Fear Diverge: Navigating The Growth Stock Divide In 2023
• SCHD: 3 Strong Reasons To Buy This 3.7% Yielding ETF On The Drop
• DUSA: Solid Earnings Yield Does Not Guarantee Strong Performance
• NVDL: An October Sell As A Market Correction May Soon Spook Nvidia
• MGC's Lofty Valuation Means Downside Risk Is High
• TLT: Bullish Ahead Of September Payrolls And The CPI Update
• There Is Gold In The Tokyo Stock Exchange's Obscure Memos
• The Three 'Rs' Of Equities: Risk, Reward And The Role In A Portfolio
• FLRN: Equity-Like Returns Without The Same Risks
• USOI: Covered Call Oil Fund, 24% Yield
• My Portfolio Q3 2023 Results: Cautiously Positioned Heading Into Q4
• XAR: Not The Best Bet On A $175 Billion Defense Market
• September AAII Asset Allocation Survey: Cash Allocations Slightly Increase
• EXG: A History Of Underperformance But An Attractive 9.10% Yield
• FTHI: Behind JEPI In Total Return, Ahead Of It In Growth
• SPY: Why We Started Selling And What We Did With The Proceeds
• AOD: This Dividend Income Fund Is A Lot Better Than The Market Thinks
• PULS: Why It's My Favorite Actively Managed Ultra-Short Bond ETF (Ratings Upgrade)
• VIG ETF: Better Than Its Largest Peer, But Not Quite A Buy
• GLTR Dulls: Time To Buy
• XLP Vs. VDC: 2 Compelling Choices For SWAN Investors
• PTY: The Risk Profile Still Makes Me Uneasy
• PFFD: Higher For Longer Interest Rates Detrimental To Preferred Shares
• UVXY: Avoid Regardless Of A Credit Event At All Costs
• HYB: Attractively Priced For High-Yield Exposure
• VGT: Tech Stocks Poised For A Santa Claus Rally
• URNM: Your Stepping Stone To Uranium Mining
• PDI: I Have Been Buying This 15% Yielding CEF Despite Its Decline
• VanEck Retail ETF: Exposure As Advertised, But With An Asterisk
• MMD: A Solid Muni Fund That Is Worth Putting On A Watchlist
• Equity Outlook: Stubborn Market Risks Warrant Broad Positioning
• SPXS In Positive Drift: Leveraged ETFs October Dashboard
• SDIV: 12% Yield With Total Returns That Will Surprise You
• RISR: Rising Up To The Occasion
• Rose's Income Garden: 5.9% Forward Yield/Q3 September Report
• SDIV: A Poor Way To Obtain A High Dividend Yield
• My Dividend Growth Portfolio September Update - Fall Bargains Are Here
• Diversifying Commodities Rise 16% In Q3 2023 As Equities Drop
• Thinking International: Return Relationships That Bolster Long-Term Performance
• A Pivotal Time For Risk Management
• Major Asset Classes Are At A Generational Inflection Point
• SLVO: 18% Imaginary Yield, But You Can Do Better
• PAI: Yield Is Too Low, Just Buy Treasuries
• KBWY: A Highly Speculative High Yield Play
• EWT ETF: Not Very Compelling At This Juncture
• IVV: S&P 500 Dashboard For October
• COWZ: What We Like And What We Dislike About This ETF
• TYG: A Bit Of An Underperformer, But Not Horrible
• Finding New Opportunities As Q4 Starts
• IUSV: Value's Return Is Coming
• Creating The Best Playlist For Your Portfolio
• A Deeper Dive Into Asset Allocation
• VTI Vs. VOO: Don't Miss A Possible Needle
• IGIB: Treat Short-Term Volatility As Good Long-Term Buying Opportunity
• AI And Indices: What's Next?
• ITOT: Diversification Doesn't Always Lead To Outperforming Returns
• Opportunity In The Private Equity Liquidity Squeeze
• UTG Is An Interesting Utilities CEF Yielding 9.23% That I Want More Of
• PFM: Appreciate On Dividend Safety Front But Suboptimal Value Exposure, Worth Avoiding
• Defiance Quantum ETF Is Charged With Momentum
• BRW: Get Access To Hedge Funds And A Massive Yield
• ARKW: An Almost Too Obvious Future
• DSU: A CEF Opportunity For Income Investors To Diversify Their Fixed Income Portfolios
• SHV: A Good Place To Hide
• PDI: Pricing Improves, Fundamentals Stay Poor, We Upgrade
• BKT: Risks Remain Elevated (Rating Downgrade)
• UTWO: Short-Term Bond ETF In Ideal Spot For Income And Capital Gains - How I'm Using It Now
• Searching For A Viable Covered Call ETF Alternative To XYLD
• CQQQ: Compelling On The Surface But Fraught With Longer-Term Risks
• My Folks' Estate Planning: An Update
• FDL: By Investing In Core Sectors, It Generates Steady Yields And Impressive Returns
• QYLD: Attractive Yield And Tax Benefits
• ZTR: Time To Cut Bait And Go Fishing Elsewhere
• FDL: The Time May Be Here For Dividend Outperformance
• My Current View Of The S&P 500 Index: October 2023 Edition (Technical Analysis)
• When It Comes To Precious Metals, You Should Consider GLTR
• VONG ETF: Solid Performance; Shaky Growth Outlook
• FNDE: Emerging Markets ETF Outperforms Through A Value-Tilt
• SCHD Vs. VIG: 3 Reasons One Is The Hands Down Better Buy
• BDCs: The Liquid Alternative To Private Credit
• XLU: Upgrade To Buy On Relative Valuations
• Investing In The New Age Of Neuroscience
• CEF Weekly Review: Is Low Interest Margin Driving Muni Discounts Wider?
• EOD: 'Return Of Principal', Avoid This Amortizing Trap
• DES: Unexciting Historical Returns And Dividend Growth In Small Caps
• TLT Could Be A Winner Even Without A Soft Landing
• LABU And LABD: Another Attractive Double-Short Pairs Trade
• NIE: Still Uncertain, But This Fund Is Better Than Most
• A September To Remember For The Bears, IEI's 4.7% Yield Looking Better
• TLT And The QT Nothing Burger
• EOS: Some Attractive Characteristics, Limited Diversity
• HERO: Fashionable ETF Only During Good Times
• PYLD: Attractive New Bond Fund From PIMCO
• Consider BOIL As Seasonality Supports A Natural Gas Rally
• FHLC Is Vulnerable In An Economic Downturn Due To Its Rich Valuation And Portfolio Mix
• NextEra Energy: Still Likely To Underperform XLU Despite Large Price Correction
• PDBC: A Solid Broad Commodity Play
• CLOI ETF: Take Advantage Of Resilient Short-Term Rates
• RVT: Reiterate Buy On Positive Seasonality For Small-Caps
• Auto Strike Not A Large Strike Out For EV ETFs
• SCHZ: Not A Lot Of Value To Be Had
• BNDW: Its Yield Is Getting Diluted By Its Country Mix
• XFLT: Senior Loan And CLO ETF, Growing 13.3% Yield, Low Rate Risk
• PFFV: Variable Rate Preferred Securities, But Beware The Financials Concentration
• FMIL: Impressive Active ETF Is Suitable As A Core Portfolio Holding
• BGH: This Little-Known Bond Fund Has A Lot To Recommend It
• Above The Noise: So Long, September. Strikes, Shutdowns And Social Security
• How To Invest In Stocks For The Next Phase Of China's Evolution
• Payout Ratios: Capex-Heavy Industries And REITs
• PIMCO CEF Update: Key Tidbits From The Shareholder Report
• Why I Sold DIA This Week For My Planned Tax Loss Harvest And What I Bought Next
• U.S. Weekly FundFlows Insight Report: Taxable Fixed Income Funds Log Largest Weekly Outflow Of 2023
• BMEZ: The Discount Widens As BlackRock Changes Its Distribution Policy
• WCLD: Brighter Skies Ahead For Cloud Computing, Eyeing A Bullish Q4 Reversal
• 2 CEFs To Sell (GOF And GUT) With Better Replacements
• The Best India ETFs To Buy In 2023
• YYY: Data Are Unattractive, And That's A Euphemism
• CII: Solid Fund, But Narrow Discount Remains Sticky
• UNG: Not The Best Bet For Natural Gas Bulls
• Interest Rates Won't Be Higher For Longer: SPY Implications
• MOTI: An International ETF Focused On ICT And Consumer Discretionary Sectors
• PFL: Good Bond CEF But Bond Bear Market Is A Big Risk
• Are Investors Focusing Too Much On Interest Rates?
• How To Invest In Stocks For The Next Phase Of China's Evolution
• PBW: A Good Theme But Terrible Momentum Now
• ARKG ETF: An Enticing Play, But Risks Galore
• MOAT: A Good Fund For Growth Investors In The Current Market Environment
• IGR: 3 Reasons This REIT Fund Gets An Upgrade
• VGT ETF: Buy Based On Productivity Gains And Generative AI
• Investors Are Aggressively Buying TLT, Likely More Pain Ahead (Technical Analysis)
• QQQ: You Have Been Warned By Jamie Dimon
• SCHV: Significant Downside Risk Ahead
• IMCG: A Mid-Cap Fund With A Balanced Mix Of Investments
• FLBR: Low-Cost Exposure To Brazil Stocks
• IWC: Micro-Cap Index ETF, Uncompelling Investment Thesis
• BUZZ Investing: Higher For Longer Weighs On Sentiment
• QGRO: Growth And Quality Fund Worth Shortlisting, But Not A Buy Now
• Deciphering EZU: Eurozone's Economic Health In Focus
• HLAL: Profit From The Yield Curve Inversion
• VB: Downside Risk Remains Despite Reasonable Valuation
• IBHD: A Junk Bond Ladder Rung
• NML: Strong Performance, High Yield, Very Attractive Valuation
• ESPO: The Gaming Industry ETF Is Overvalued And Presents A Good Selling Opportunity
• MOAT: Gateway To Strong Companies With Lasting Competitive Advantages
• BST: Private Equity, High Interest Rates Haunt This 9.80% Yielding Science And Technology CEF
• VNQ: REIT Crash May Continue As Inflation Rebounds
• IGSB: Investment Grade Corporate Bonds, Attractive Risk/Reward Proposition
• HQL: Hold Your Investments In This Healthcare CEF For Strong, Steady Yield
• Equity CEFs: One Day, Sanity Will Return To This Clown Show In CEFs
• Large-Cap Growth: Navigating Index Concentration
• Introducing The Dispersion Index
• EPS ETF: Yes And No
• JNK: At The Center Of A Credit Event
• The Investing Quest For Quality As Interest Rates Remain Elevated
• 3 ETFs To Compound Your Wealth
• QDPL: Multiplying The S&P 500 Dividend By 4 With Little Tradeoff
• RA: Big Cut Leads To Opportunity
• GDXJ: Surging Bond Yields Add To Gold Miners' Problems
• KIO: Setting The Story Straight For This 12%-Yielding Credit CEF
• KSA ETF: Susceptible To More Weakness
• ECH: Rate Come-Down Releasing Some Reserves
• SOXX: AI-Driven Demand May Be Relegated To A Select Few
• We Believe The Nasdaq Is About To Start A Run To All Time Highs
• FLC: High-Risk, High-Reward Yield Play With This Preferred Stock CEF
• Weekly Closed-End Fund Roundup: September 17, 2023
• IWP: A Mid-Cap Growth Fund That Selectively Invests In High-Growth Niche Segments
• John Hancock Preferred Income Fund II: Why Investors Should Consider A Switch
• iShares Fall 2023 Investment Directions
• How To Invest For The Next Phase Of AI
• EDV: The Case For Long Duration Bonds Is Strengthening Despite Surging Supply (Rating Upgrade)
• SPY Vs. BND: The Untold Strategy For Timing Bonds Over Stocks
• BIL: A Low-Risk Opportunity You Shouldn't Ignore (Rating Upgrade)
• DBMF: Rising Market Volatility Warrants Caution
• EUSA: Equal Weight Midcap Equities Treading Water
• September 2023 Analysis: The Dividend Income Accelerator Portfolio After One Month Of Construction
• JPC: Some Interest Rate Risk, But The Opportunity For Yield Is Very Real
• SARK: Book Profits On Summer Tech Shorts
• OEF: Expensive Valuation And Patience Is Required
• EVG: Improving Income Generation Is Positive, But Still Not Attractively Priced
• IFRA: Regulated Utilities Not A Bad Sector In The U.S.
• TBF: The Most Overlooked ETF In Today's Market, And A Key Companion To Covered Call ETF Strategies
• IRBO: Long-Term Makes Sense But Short-Term Momentum Not Good
• ETB: A Good 8.78%-Yielding Fund, If You Are Comfortable With The Risk
• REMX: A Good Theme But China Remains The Question
• URNM: The Latest Rally Has Been Vicious
• Don't Buy Additional SPY Until Key Indicators Clarify (Technical Analysis)
• DMB: 3% Total Return Over 5 Years, But Prospects Improve From Here
• EWZS: Brazil's Long-Term Interest Rates Sound The Alarm (Rating Downgrade)
• Compound Market Returns Are A Myth?
• DMB: High Expense Ratio Holding This Fund Back
• HYGH: Hedged High-Yield Bond ETF, Growing 8.1% Yield
• Floating Rate Notes: A High Yielding Cash Complement
• CLO Equity CEFs: A Round-Up Of The Highest-Yielding CEF Sector
• SPYG: The Uptrend Looks Solid Despite Fed's Hawkish Stance
• DBL: Poorly Performing Return Of Principal Fund
• KYN: One Of The Highest-Yielding Energy Infrastructure Funds Around
• WTV: Too Small Value Exposure Does Not Justify A Bullish Outlook (Rating Downgrade)
• GCC: Nothing Enhanced About This Commodity ETF
• SCHY: Buy The Dip On This Low-Cost, Diversified, High-Income Equity Fund
• Thinking International: Sector Exposures Complement (And Complete) The Economic Cycle
• Splitting Size In U.S. Equities: S&P DJI Versus MSCI In H1 2023
• XHE: Earnings Surprise Edge, Do The Health Care Quants Have It Wrong?
• What's Driving Returns In Emerging Markets?
• JPRE: A New Real Estate ETF With A Defensive Profile
• Retirement Passive Income Snowball: VYM May Be All You Need
• DTH: A Quick Update Why After 6 Months It's Still A Sell
• AWF: Junk Bond-Heavy Portfolio Is Helpful, But Declining Net Assets Spell Trouble
• ITOT: A Good Proxy For The Total Stock Market
• RYLD: Inflation First, Dividends Second
• Long The Strong
• KBWD: I'd Avoid This High Yielder
• ILCG: Don't Chase Tech
• Rising Interest Rates Got You Down? Try Floating Above The Fear
• FILL: Global Energy Equities, Attractive Valuation
• OPP: Attractive Distribution Does Not Appear To Be Sustainable
• NRGX: When An Energy CEF Does A 180
• JPS: Positioned For Stable To Rising Rates, Distribution Sustainability Is Uncertain
• Vanguard Total World Stock Index: The True Haystack
• BBIN: A First Look At The JPMorgan BetaBuilders International Equity ETF
• SPBO: Long-Term Income Investors Should Own This Fund
• RYLD: The History Has Shown That The Structure Does Not Function
• An Eye-Popping Fully Covered 19% Yield: OXLC
• ARKQ: 29% Upside Potential On Less Risk Than One Would Imagine
• UVIX: Avoid Even With A Credit Event
• XLF: It Could Now Be Financials' Turn To Benefit From Generative AI
• PALL: Strong Fundamentals For Growth Remain Intact
• GNR: Value, Momentum And (China) Growth
• Don't Buy The S&P 500, Buy These 3 Sectors Instead
• USMC: Low-Yielding Tech-Biased Portfolio Of Mega-Caps Generates Strong Returns
• TIP: U.S. Stocks Hold The Key To Real Yields
• IVLU: Ex-U.S. Value Stocks Could Be A Buy If Not FX Risks
• HYI: No Leverage, No Problems
• IHAK: Valuation May Not Stand In A Higher For Longer Environment
• USA: Discount To NAV Presents Attractive Buy Opportunity
• SCHK: Valuation Unreasonably High
• XHB: Too Much Supply In A Market Driven On Little Volume
• The Next Big Short - Junk Bonds
• IVLU Vs. EFV: Which Is The Better Ex-U.S. Large Cap Value ETF?
• VOOV: Long Live Value
• 3 Ideas For Value In A Market Where Value Is Hard To Find
• SPY Turns Bearish And VIX Turns Bullish (Technical Analysis Downgrade)
• SPMO: Low-Yielding S&P-Based Momentum ETF Better Than The Broader Market
• BKLN: Keep On A Watchlist But Avoid For Now
• PSP: Big Balance Sheets Are A Risk In 'Higher For Longer' Environment
• DLY: Shares Delivering Misleading Information, Fund Is Overdistributing
• IETC: Actively Managed Tech ETF Flying Under The Radar
• Magellan Holders Now Own ONEOK; There Are Better Values In The Space
• 5 Best CEFs This Month For 9% Yield (September 2023)
• Senior Loans Or CLO Debt, Which Is Best For Income Investors And Retirees?
• CEF Weekly Review: When Distribution Cuts Are Good News
• TEAF: A Unique Approach To Infrastructure And Attractively Discounted
• IBHE: Wait To Buy On Dips
• OILK: Not The Best Way To Play Oil Right Now
• U.S. Fund Investors Tap The Brakes In August
• GLD And SLV: Good Time To Be A Contrarian
• BOTZ ETF: 25% Upside Potential At A Reasonable Price
• IGD: Time To Divest This Financials Heavy Equity CEF
• TAN: Time To Dip Your Toes, But Technical Risks Still In Play
• Equity CEFs: ETW Is The Most Compelling Fund To Own Now
• DFIV: Attractive Valuation And Returns Relative To The Competition
• SPMO ETF: Be Careful Of Crash Risk
• OCCI: 34% Yielding CLO Fund Shows Pitfalls Of Yield Chasing
• BNY Mellon U.S. Large Cap Core Equity ETF: Own The S&P 500 At No Costs To You
• USFR And SGOV: Fed Suggest 5% Yields Until End Of 2024
• EA Bridgeway Blue Chip ETF Offers Quality Blue-Chip Exposure Despite Small AUM
• GUSH: Not Worth The Pain
• CSHI: Generating 6.5% Plus On Cash
• BGX: 11% Yield On Rising Rates, 11% Discount
• TCAF: A First Look At The T. Rowe Price Large-Cap Appreciation ETF
• Healthcare Stocks Invest In Business, Not Science
• PTA: Reasonable Price, But Questions About The Distribution
• As The Economy Slows, Favor Consistency Over Volatility
• Unlisted Infrastructure - Highway To Diversification
• Interest Rates, Currency Risks Whipsaw WINN, Softer Performance Likely
• JLS: This 9.1%-Yield Higher-Quality CEF Clocks In Another Net Income Rise
• SCHP: Significant Volatility Makes It A Hold
• SVIX: An Aggressive And Risky Play On VIX
• U.S. Weekly FundFlows Insight Report: Hawkish Fed Comments Pushed ETF And Conventional Fund Investors To The Sidelines During The Fund Flows Week
• CLOI: Revising Thesis On Updated Disclosures (Rating Upgrade)
• Small Caps: Party Like It's 2000?
• Use Payout Ratios Wisely
• NPCT: Unsupported Yield With A High Cost Of Funds
• EWW: 'Higher For Longer' Interest Rates Could Inflict Damage
• GLD: 2 Key Indicators Point To Higher Gold Prices
• FIF: This Excellent Energy Infrastructure Fund Is A Good Fit For Any Portfolio
• HEQ: Joins The Penalty Box
• The Importance Of Diversification When Building A Portfolio
• Going Against The Grain - Recent Additions To My Income Compounder Portfolio
• Financial Assets Volatility Drag: An Opportunity To Profit
• Magellan Midstream holders vote to approve $18.8B sale to Oneok (update)
• JPST: Short-Dated Bond Fund That Fails To Compete (Rating Downgrade)
• SVIX: Steer Clear As Volatility Ramps Up Post-Fed, Risky Seasonal Trends
• CWEB: Stay Far Away (For Now)
• FTXL: A Pullback Would Provide Better Buying Opportunity
• DVY: Poised To Move Higher Going Forward (Rating Upgrade)
• EWJ: Growth Story Emerges But Major Monetary Issues Remain
• YieldMax TSLA Option Income Strategy ETF: Tesla's Other Shoe Hasn't Dropped Yet
• TSLY: Tesla Volatility Has Retreated, Wait For Spookier Times (Rating Downgrade)
• EM Small-Caps: Attractive Valuations And Dividends
• TSLY: A Risky Play With Underwhelming Returns
• Nicholas Ward's Dividend Growth Portfolio: September 2023 Fair Value Update
• VSS: Ex-U.S. Small Cap Tends To Get Abandoned
• IAF: Risk/Reward Skews Negative For This Australian Fund
• Eagle Point Credit: Enjoy High Distributions For Now
• FTSL: Senior Loan ETF With Growing 7.0% Dividend Yield, Low Rate Risk
• CGDV: Actively Managed Dividend ETF Beating The Market
• DIVO: Buy Dividend Stocks For Q4? Nope, Not This Time
• PHO: Water Is A Long Term Play
• September 2023 Perspective
• Can Smart Beta ETFs Return To Prime Time?
• HYGH: Not Properly Compensated For Rising Credit Defaults
• Meet The Collaborative Robots
• SLV Is Ready To Surge
• SMOT: Do Not Set Expectations Too High
• Growth Opportunities In Emerging Markets
• EWJV: Attractive ETF Thanks To Improving Japanese Economy
• SVOL: The Best Income ETF On The Market Sells VIX Futures
• IWS: A Well-Diversified Mid-Cap ETF
• ETO: Underperforming Recently, But A Decent Fund
• EWZ: Weathering Short-Term Turbulence, Still Undeniably Cheap
• TUA: Hidden Bet On The Yield Curve
• BOE: Global Covered Call Fund, 7.82% Distribution Yield
• JEPY: The Sexy JEPI
• DVYE: A High Yielding ETF That Carries Risks
• VYMI: International Blue Chip Exposure At A Fair Price
• PML: The Macro-Environment Keeps Pressuring This Option
• The Fast And The Fuel-Less
• USRT: Wait For Better Momentum And Relative Strength
• SCHD: The Methodology Risks Aren't Worth It
• DHF: Decent Junk Bond Fund At A Good Price, But Distribution History Problematic
• QCLN Should Be Your Preferred Bet If You're Interested In Clean Energy
• Your Portfolio Needs New Glasses - Your Insights Are Only As Good As Your Data
• ARDC: Another Distribution Hike For This 11%-Yielding CEF
• VTES: A Good New Fund For Conservative Investors
• EWJV ETF: In Vogue, But Overbought At This Point
• SCHD Vs. DJD: 2 High-Yield Dividend ETFs, One Clear Winner, Zero Hype Concerns
• SPXX: 8% Yielder Likely To Outperform QQQ And SPY, But There Are Even Better Choices
• VOT: Portfolio Of Mid-Cap Stocks Delivering Quite High Returns Over The Long Run
• 3 Recent Value Trends Impacting VTV
• The Best 3 CLO ETFs For Income Investors And Retirees
• Saba Takes Over GIM
• CTR: A High-Risk, High-Reward Way To Play Midstream Strength
• IGM: Rich Valuation Means Downside Risk Is High In The Near Term
• TAIL: It Finally Makes Sense To Hedge Tail Risk Via This Fund
• SPYI: An Evolved Call Option Approach To Generate Income Yielding Over 11%
• SPTM: Low-Yielding S&P-Based Diversified Portfolio In Sync With Broader Market
• Forget The Nasdaq And Buy SPGP Instead
• DBA: El Nino Impact Start To Show Up In The Data; Maintain Buy
• Strange Patterns In Intraweek Returns - Part 3
• Crescat Capital September Letter: Redefining 60/40 Portfolios
• Strange Patterns In Intraweek Returns - Part 2
• TMV: Continue To Buy Aggressively On Tradeable Bottoms
• ARKK: Cathie Wood Slashes Expectations For Flagship Fund
• Strange Patterns In Intraweek Returns - Part 1
• SJNK: 8.4% Yielder - Probably Only Suitable For Investors With Higher Risk Appetite
• VTIP: Losing To Inflation In The Long Run
• BME: A Discounted Opportunity In The Healthcare Space
• KBWB: Basel Endgame Deals Another Blow To The Banks
• Where To Add Risk In Multi-Asset Portfolios Right Now
• India Takes On A Commanding New Role
• Energy (XLE) Vs. Tech (XLK) Is Like Djokovic Vs. Federer
• CSQ: This Blended Fund Has Appealing Features, But Its Price Is Too High
• FAS: Nearly Impossible To Trade
• IJS: It May Be Time To Consider Small Cap Value
• BSJO: Decreasing Risk, Increasing Rewards As Time Passes
• FLBL: Cheapest Senior Loan ETF, Growing 8.0% Yield
• Refocusing My Quality Investment Portfolio
• MCI Vs. PTY: Outclassed
• FDRR: Attractive Value And Quality, Yet Lagging In Rising Rates
• EPI: Profitable Indian Companies Benefiting From Macro Momentum
• Billionaire Ray Dalio Says World Order 'Radically Different' Next Year: Our Picks
• QID: Interesting On Limited QQQ Upside
• IIF: Ride The Indian Upcycle At A Discount
• Balancing High Yield And Growing Dividends In A Sector-Neutral Framework With The S&P Sector-Neutral High Yield Dividend Aristocrats
• FLGB: British Blue Chips Look A Fair Deal
• RMM And RFMZ: A Swap Makes Sense
• IWM: Small Stocks Facing A Major Breakdown
• What Investors Need To Know About Government Shutdowns
• RQI: Quality REIT Exposure With An 8.6%+ Distribution Yield
• XBIL: Better Than XHLF To Park Your Cash?
• Opportunities In India For Investors Following Recent Market Outperformance
• DGT: Smart Beta Does Not Help Performance Much
• Traders Should Sell Half Their Position In TQQQ?
• Blending Strategies For Japan Positioning
• FEI's Discount To NAV And Top Holding Make It Attractive
• PCN: Great Bond Fund, But Enormous Premium Presents Risks
• XLG: The Bigger They Are The Harder They'll Fall
• DBA: Ags Nearing 2022 Resistance, Bearish Seasonal Trends Offset Strong Momentum
• DGRW/QGRW: A Dynamic Duo For Maximizing Returns?
• SPFF: The Blind Yield Chase Performs As Expected
• JEPI: High Yield And Superior Risk-Adjusted Returns - Still Need More?
• VBR's Underperformance Explained
• IWD: There Could Be Considerable Downside Risk
• Seizing New Regime Opportunities
• XLG: The Bigger They Are, The Harder They Fall
• DHY: Junk Bonds Appear Overvalued, But This Fund Is A Good Way To Play Them
• VCR: Consumer Discretionary Dashboard For September
• Semiconductors: The Train Is About To Leave The Station
• Retail Interest In 0DTE Options Continues To Surge
• TNA And TZA: Shorting Both Produces An Attractive Pairs Trade
• Investment Thinking During A Lull - Weekly Blog # 802
• NHS: Don't Ignore The Risk Of More Rate Hikes, Best To DCA Purchases
• XME: Largely A Steel Play That's Gaining Momentum
• IYK: Consumer Staples Dashboard For September
• IWM: Long Small Caps, Short Mega Caps As The 'Concentration Bubble' Unwinds
• Eagle Point Credit: Appealing NAV Price And Solid Performance
• BBMC: A JPMorgan BetaBuilders ETF To Consider Exchanging
• ARKK: Sentiment Suggests Time To Buy
• IDE: Deep Discount And Showing More Promising Recent Results
• Retirement Passive Income: 3 Reasons To Avoid 10% Yielding JEPI
• SCHD: Combating Negative Yield Spread With Double-Digit Growth
• SCHP: A Time For Nominal
• WDI: Attractive Discount, ~12% Distribution Yield, And Solid Coverage
• BOND: Not A Bad Choice For Bond Investors
• FXI: Growth And Promise Do Not Always Translate To Returns
• WEAT: Reiterate Buy On Worsening Wheat Fundamentals
• BBEU: Europe Is Worth A Look As Rates Finally Peak
• HYG: Spread Over Treasuries Too Low For Comfort
• TLT: Deflation Is Still Risk And Bonds Are Cheap
• LIT: Severe Underperformance And High China Exposure Are Near-Term Risks
• EWG: EU's Chinese EV Probe Should Signal A Need To Brace For Retaliatory Impact
• Analyzing Active In Australia: Lessons From The SPIVA Australia Mid-Year 2023 Scorecard
• ONEQ: Tech-Focused Nasdaq Based ETF Historically Generated High Price Growth
• CNYA: Optimism By Market Commentators Is Premature
• Crude Choices: Navigating The IYE ETF
• BST: Get A High Yield From Tech
• My Portfolio Strategy For Today's Environment
• XYLD: The S&P 500 Is Begging You To Consider Covered Call ETFs, But JEPI Is Not The Only Game In Town
• BME: BlackRock's Health Sciences Fund Is A Solid Alternative To Pricey THW
• TQQQ: I Still Recommend Caution Ahead Of Q4
• Here Is What Happens To SVOL In Different Scenarios (Including Worst Case Scenario)
• RLY: Still A Good Idea
• Stocks To Watch: Central Banks Take Center Stage
• IXJ: Healthcare Dashboard For September
• SPUS: Sharia-Compliant ETF With Tech-Powered Outperformance
• FLJP: Too Far Too Fast For Japanese Equities
• CEF Weekly Review: Why Muni CEFs Have Underperformed This Year
• JEPI And TSLY: What A 50% Yielding ETF Can Teach Income Investors
• PMI As A Tool For Sector Rotation Investment Strategies
• SCHD: A Really Poor Way To Get Yield And Strong Returns
• PSCI: Industrials Dashboard For September
• TZA: Tempting To Time, But Avoid It
• MBB ETF Is Not Your Typical MBS Vehicle
• XNTK: Technology Dashboard For September
• TLTW: A High Yield Bet On Strong Treasury Outlooks
• 5 Closed-End Fund Buys In The Month Of August 2023 (Plus 2 I Sold)
• Sprott Physical Uranium: Seizing Opportunities In The Uranium Bull Market
• RQI: 9% Yield, Monthly Payer
• RSP: More Of A Mid-Cap Blend ETF Than Its Benchmark
• Chip Away Towards Tomorrow: Investing In Semiconductors
• VFMF: Top Quant Ranked Multifactor Mid-Cap ETF
• XLE: Crude Oil Goes Boom - Protect Yourself, Buy Energy
• TY: Low-Cost Balanced CEF Available At A Nice Discount To NAV
• U.S. Weekly FundFlows Insight Report: Municipal Bond Fund ETFs Record Largest Weekly Inflow Of The Year
• PFLD: Low Duration Preferred Securities Fund With An Appealing Yield
• ETG: A Reasonable Alternative To The MSCI World Index With A Higher Yield
• A Recession Is Possible, But Far From Certain. So How Should You Consider Positioning Your Portfolio?
• PUTW: Generating Income From Selling Put Options, Unpredictable Distributions
• COPX: Capitalizing On The Copper Rush
• FEZ: What To Buy Now As ECB Hikes Interest Rates To Record Highs
• BHK: Investment Grade Portfolio May Struggle To Maintain 8.7% Yield
• CGGO ETF: Selected High Quality Global Growth
• FEI: Underperforms The Index, But Still A Good Fund
• QYLD Or RYLD? There's A Better Idea
• VAW: Materials Dashboard For September
• QQQJ: Not All Nasdaq Funds Are Created Equal
• S&P U.S. Indices Mid-Year 2023: Analyzing Relative Returns To CRSP
• Equity CEFs: Bought Some ETJ Yesterday
• FUTY: Utilities Dashboard For September
• USHY: The Time To Worry Is Now
• IYR Offers Decent Exposure To REITs
• USHY: A Competitor To The S&P 500's Low Earnings Yield
• JETS: More Of A Warning Than An Investment
• BOXX: Cash Alternative ETF, 5.8% Options Yield
• EFG: We Like To Make Our Picks In Japan
• SPYI: Don't Believe The Hype
• AFT: Senior Loan CEF, Double-Digit Distribution Yield And Discount
• SDOW: Tempting But Too Hard To Time Against Volatility
• Why REITs Should Pummel Tech Stocks
• All Oiled Up: PXE's Blend Of Value And Earnings
• KIO: Invest With The Pros
• FXY: Possible Upside, But Don't Underestimate Japanese Modesty
• MSOS: Character Change In Cannabis Sector (Technical Analysis)
• EWC: Reasons Why I Remain Long Canadian Equities
• PRN: Racy Industrials Are Prone To Steep Drawdowns
• SPSB: Earn 5.66% With No Headaches
• IEUR: Pinching On Financials, Indebted Industrials
• PID Vs. WDIV: When Dividend Growth Disappoints
• SYLD: #1 For Now, But This Shareholder Yield Fund Looks Vulnerable
• URA ETF: A Gateway To The Uranium Industry
• XLC ETF: Yes And No
• DIV: Not The Best Choice For Income
• DBO: As Good As It Gets To Trade Oil
• BDJ: Deep Discount Creating A Long-Term Opportunity
• NEAR ETF: A Dive Into VaR Vs. Total Return Prospects
• DBB In The Buy Zone
• 5.25% Yielding OBIL Is A Far Better Choice Than EDV, TLT, Or ZROZ
• LTPZ: TIPS Have The Best Risk-Reward Outlook I Have Ever Seen
• SCHD: An Even Worse Income Investment Than When I First Said 'Sell'
• Value Can Defuse Concentration Risk
• COWZ Vs. CALF: One Is The King Of Buffett-Style ETFs
• KBA: Incoming Stimulus Not Enough To Reverse The Chinese Downturn
• Buffett And Munger Say Invest $100,000 To Build A Passive Income Snowball
• SCHD: The All Weather ETF
• BBH: Our Favorite Biotech ETF Can Keep Outperforming
• TMFC: Investors May Be Better Off In QQQ
• FXY: The Japanese Yen Likely To Rise Again
• Short Term Treasury ETFs: SGOV, BIL - What The Hell Is Water?
• EOI: Compelling SPY Alternative At A Discount, 8% Yield (Rating Upgrade)
• KMLM: Meeting All The High Expectations
• S&P U.S. Indices H1 2023: Analyzing Relative Returns To Russell
• RCS: Far Too Expensive To Justify A Purchase
• FDD: In Europe Too, High Yields Underperform Quality Dividends
• BANX: Deep Discount Persists After Drop Earlier This Year
• SPHQ: A Time For Quality As Risks Rise
• Why SYLD Has No Place In Your Portfolio
• VCSH Could Be A Good Place To 'Park Cash'
• CCIF: From Tactical To Strategic Opportunity In This New CLO Equity CEF
• VXX: Now's Time For Volatility To Shine, But Low Correlations Say Otherwise
• SCHD Vs. VOO: Narrowing Of Valuation Gap Is Expected
• IPO Buzz Heats Up Ahead Of Arm And Instacart, IPO ETF A Buy
• EWS: Beware The Singaporean Income Trap
• Thanks To A Transfer, My IRA More Than Doubled: Now What?
• SMDV: Dividend Growers Might Have Become Tactically Attractive, Do Not Forget To Monitor Quality
• IJR: U.S. Small Caps Are A PEG Ratio Investor's Dream
• Tree Spotting: Detecting Deforestation Risks One Company At A Time
• DPST: Watch Out For Renewed Banking Stress
• ITB: The 'Big Peak' For Home Construction Is In
• EFR: Leveraged Loan Fund For A Soft Landing, 10% Yield
• KRBN: The First Carbon Credit Futures Fund On The U.S. Exchange
• SGOV: Attractive Short-Term Parking
• JETS: An Easily Replicable ETF With High Expense Ratio
• SPE: The Ironic Special Discount, Greater Action Needed
• PFD: Could Be Oversold As This 6.90%-Yielding Fund Trades At A Huge Discount
• ETW And ETV: A Look At Their Options Writing Strategy
• VXUS: The Dollar's Rally Hurts Ex-USA Stocks, Bullish Seasonals On Deck
• AIO: Appealing AI Theme, But Income Strategy Could Suffer
• VDE: It's Not Time To Be Greedy (Downgrade)
• PHK: A Very Good Bond Fund, But Very Expensive Given The Risks
• DPST: The Lotto Ticket After A Credit Event
• QQQ: Where Bubble Risk Concentrates
• JQUA: A Quality ETF Outperforming For The Right Reasons
• SPY ETF: We Are A Little High Here, Folks
• BNO Can Continue To Rally
• Tech Stocks Aren't Done: Strong Buy On XLK
• The Sprint To Year-End
• EWY: Looking Forward To The Next Leg Of The Korean Rally
• Jury Is Still Out On NBXG
• KRE: Sorry, It's Still Too Soon To Buy Bank Stocks
• As FTCS Disappoints Again, Let's Discuss The Factor Story
• STEW: An Attractive Equity CEF With Low Fixed Leverage Cost
• ETY: A Very Reasonable Option-Income CEF For Purchase
• VXUS: Not A Bad Idea Now To Avoid U.S. Equities
• USCI: Our Favorite Commodity ETF
• Options Trading 101: Using Iron Condors In Rangebound Markets
• Mid-Cap Stocks: Not Too Hot, Not Too Cold, Just Right For Investors
• RPAR: Still Too Soon To Buy Despite Higher Interest Rates
• DSL: Nice International Exposure, But This CEF Is Overpriced
• Latest U.S. Zombie Firms With The Highest Potential Credit Risks, Plus 6-Month Update
• Profits Not Politics
• JPIE: Outperforming Active Bond Fund
• September Self-Indexing Strategies For A Possible Blue October
• JCPB: Multi-Asset Fund That Fails To Impress
• CLM Is A Structural Value Trap
• VFQY: Valuation And Diversification Look Great, Return Not So Much
• DTD: Almost Identical To DLN, And No Specific Edge
• Building True Resilience: Beyond URTH, A Pragmatic Approach
• FFC: A High-Yielding Fixed-Income Fund With A Huge Discount
• How AI Is Transforming The Semiconductor Industry
• CPZ: A Unique Long/Short Fund For Tactical Investors
• VFQY Gets Qualified Buy: Like The Results But Have Concerns
• PAVE: Portfolio Composition May Drive Underperformance
• VFH: A Counterintuitive Credit Event Bet
• EWU: I Don't Love The Investment Backdrop In The U.K. Going Forward (Rating Downgrade)
• SCHD: Anticipating 2023 Dividend Growth
• CEF Market Weekly Review: How Underperforming Funds End Up At High Premiums
• NFTY: Ride The Indian Growth Story Via The Uber Caps
• ILF: Recent Developments
• My Dividend Growth Portfolio August Update - Waving Goodbye To Walgreens
• FDHY: High-Yield Corporate Bond ETF, Uncompelling Value Proposition
• DLN: Keep It Simple Solution For Dividend Investors
• VFH: A Mixed Picture In The Short Term
• SPY: Deglobalization Delivers A One-Two Punch To S&P 500
• Charting The Moat Index's Long-Term Track Record
• Thematic Trends Post-Lockdown: What Worked And What Didn't
• An Investor's Guide To Confidence Ft. Professor Peter Atwater
• Retirement Withdrawal Strategy: Avoid Panic, Enjoy Life
• DGRO Vs. SCHD: Which Dividend ETF Is The Better Buy?
• Tradeweb Exchange-Traded Funds Update - August 2023
• HYBB: Save Your Time And Consider ANGL Instead
• Nailing Profits With NAIL If Interest Rates Stabilize Or Decline
• VTV: Picking Out The Major Themes
• Magellan Midstream Partners And ONEOK: The Upcoming Vote Is Heating Up
• The Month In Closed-End Funds: August 2023
• XHB: Sell Rating Issued, As Homebuilding Risks Rise
• QQQ: Rising Yields, Career Risk, And Their Inevitable Consequences
• VOO Vs. SCHD: One Is Setting Up For A Late Run
• GSG: A Commodity Boom Without The Bust
• The Role Of Indices In Today's Capital Markets
• PTY: Risks Lurking Behind 10% Yield
• NRGU: A Levered Unsecured Oil Play At The Exact Wrong Time
• GSEW: An Equal Weight Fund For 'V'-Shaped Recoveries
• FLOT: Investment-Grade Floating-Rate ETF, Growing 5.0% Yield
• Rose's Income Garden Yields 5.42% In August
• The Price Of Uranium Is Likely To Explode
• HPI: Some Good Things, But High Leverage Is A Real Concern Right Now
• DLN: Ahead Of Competitors In 2023, But Behind SCHD In The Long Run
• FEN: This Popular MLP Fund Is A Chronic Underperformer
• Rise In Oil Prices And Treasury Yields Push ETF And Conventional Fund Investors To Money Market Funds During The Fund Flows Week
• EWU: U.K. Stocks Trading At A Record Discount To Peers Once Again
• VOO: It's Better To Be Roughly Right Than Precisely Wrong
• Vanguard High Dividend Yield ETF: A 3.1% Yielding Dividend ETF For Your Retirement Portfolio
• SDY: 2 Years Later, Still A Good Place To Be
• SPGP: Exceptional Returns From GARP Investing
• PIE Vs. VWO: EM Momentum Approach Radically Changes The Allocations
• Volatile September Upon Us, Mega-Cap Tech Outperforming Smaller Caps (Technical Analysis)
• IWO: Low-Yielding Small-Cap Diversified ETF Can Deliver Long-Term Growth
• XLU: Utilities May Be The Best Undercover Short Opportunity Today
• SOXQ ETF: Huawei's Latest Phone And Implication For Semis Stocks
• PFO: On The Watchlist, Not In The Garbage Can
• The Changing Market And Investment Cycle Of The 2020s
• HYT: Surprisingly Strong Recent Performance And Improving Financials
• AFT: Grow Your Income With This 11% Yielding CEF
• Sing Me A Song Of Valuation
• DNP: Risk Management Always Pays Off
• BRZU: Brazilian Equities Bull Market Hinting At Decline
• STK: One Of The Best Covered Call Funds Out There
• ITB: The Hidden Supply Of Housing Could Be A Problem For Homebuilders
• EUFN: 24% Total Return Outlook
• SGOV: My Favorite ETF To Make Money In My Sleep (Rating Upgrade)
• HDV: Inflation Trends Support Buying This Dividend ETF
• SGDM: Conditions For Gold Miners Are Improving (Rating Upgrade)
• SH: Mr. Market Is Paying More To Be Short S&P 500, Than Long
• Buy Short-Term Treasuries To Reduce Risk And Enjoy The Risk-Free Yield
• WEAT: Time To Buy As CBOT Wheat Prices Drop To $6 Per Bushel
• MOAT: Same Risk, But More Reward Than S&P 500
• JEPQ: A Fund That Should Continue To Outperform In The Current Market Environment
• IEMG: A Decade Of Waiting For The Light To Change
• THQ: Still The Best Of The Tekla Suite
• QQQ And QQQM: Best And Worst Of The Magnificent 7 (Technical Analysis)
• Data Strategies To Prepare Portfolios For Volatility
• Monthly Newsletter - August 2023
• ACP Vs. FCO: Comparing Abrdn's 14% And 17% Yielding Credit Funds
• HYD: Good Municipal Bond ETF, Tax-Advantaged 4.1% Yield
• EWG: Challenges Loom Amid Economic Headwinds And Lack Of Potential
• DFP: This Fixed-Income CEF Is Likely To Struggle In The Near-Term
• Trade Like The U.S. Congress: Q3 2023 Update
• CDC's Catastrophic Collapse: Diving Into 2023's Worst Dividend ETF
• 10%+ Monthly Yields: JEPI Or JEPQ?
• SHY Vs. ISHG Bond ETFs For When The Economy Slows Further
• ACP: Solid Foreign Exposure, And A Fully-Covered 17% Yield
• RYJ: Recent Outperformance Has No Impact On Long-Term View
• QUAL: Outperforming The Market And Most Peers In 2023
• ISD: Boost Your Income With This 10% Yielding Conservative CEF
• Municipal Bond CEF Update Aug 2023: Valuations Are Incredible
• SPHB: Poor Risk/Return Right Here
• Time To Snag U.K. Equities From The Brexit Bargain Bin?
• PALL And Palladium's Inflection Point
• JEPQ: Lessons From JEPI
• Getting To Know The Dow Jones U.S. Select Insurance Index
• Post Nvidia's Q2 2023 Earnings - Will The 'AI Hype' Keep Driving Equity Performance?
• DGRO: Owning The Bottom Of The Barrel
• Selective Yield Strategy To Optimize Total Returns Of A Dividend-Centric Portfolio
• JMBS: When Employment Falls, Mortgages Fall Into Focus
• Favoring Short-Term Bonds Long Term
• AGD: A Solid Global Fund Avoiding Destructive ROC
• FLQM: An Efficient Smart-Beta Approach To Mid-Cap
• Passive Income: Why High Yield Stocks Beat Rental Properties
• UCO: After A Slow Start, Oil Has Plenty Of Bullish Momentum Now
• OIH: The Bullish Trend Continues
• ICSH: Useful As Cash Replacement But Mind The Risks
• XYLD: Making Sense Of Its Overlooked Factors
• SILJ: Tactical Opportunity As Discount To Silver Approaches Covid Crash Lows
• PICK: Not My Pick
• Who Said Bonds Were Boring?
• VRP Vs. PFF: Choice Comes Down To Outlook On Rates
• EQWL: A Lesser-Known Equal Weight Fund With A Large Cap Tilt
• PCEF: History Tells Us It's Not A Safe Income Fund
• IDV: Attractive Yield And Dividend Growth, Underwhelming Return
• GDX: Timing The Market And The $2,000 Floor For Gold
• FEZ: Beware Of Record Margins On European Stocks
• Green's Portfolio: Focus On Utilities In July-August 2023
• BUG With Potential 13% Upside
• USMF: Jack Of All Trades But Master Of None
• NOBL: A Noble Idea But Falls Short
• DXJ: Fundamentals Are Largely Supportive, But Look Enormously Overbought
• Why Going Against The QQQ Isn't Smart (Technical Analysis)
• FSCO: Use This Opportunity To Add Safe, High Yield Income To Your Retirement
• The 'High-High-Low' Closed-End Fund Report, August 2023
• Hershey: Why I Am Allocating More Capital
• SCHG: The No-Brainer ETF I'm Looking To Buy On Weakness
• Weekly Closed-End Fund Roundup: Tortoise Tender Offers Announced (August 27, 2023)
• ICLN: One To Avoid
• XES: The Equity Version Of Oil
• SCHG Is An Inexpensive Approach To Benefit From Tech In The Next Bull Cycle
• DFAC Vs. IWV: Two R3000 Index Strategies Compared
• Sixth Street Specialty Lending: Best Of Breed In BDC Space
• PIMCO August 2023 Report | Valuations Come Back Down But Still Not Compelling
• SKYY: Cloud Computing Stocks Are Likely Modestly Overvalued
• HYHG: Sell It On Lower Rates In 2024
• Navigating By Flashes Of Lightning
• VXF: Portfolio Of Small-Cap And Mid-Caps Has Low Concentration Risk, High Returns
• BND: Why Bonds May Crash Soon - A Deep Dive Into Inflation
• TFLO: Betting Against A Fed Miracle
• EWZ: Brazilian Equity Index ETF, Strong 8.8% Yield, Cheap Valuation, Positive Momentum
• FAX: High-Yielding Asia-Pacific Fixed Income Fund Still Available At A Deep Discount
• SRLN: Growing 7.6% Yield, Low Interest Rate Risk, Strong Recent Performance
• Buy GDX: Greatest Gold Lease Rate Spike Since Late 2008
• IQDG: Nice Option For USD Pessimists, But Outperformance Is Far From Certain
• HDEF: Outperforming Competitors In 2023
• RDVI: Add It To A Watchlist And Consider These
• UTF: 8.5% Yield Subject To Interest Rate Risk
• IFN: Caution Needed As Indian Stocks Are Now Overvalued
• DGRW: Dividend Fund With Limited Benefit To Your Portfolio
• PPLT: Dead Money With Lots Of Potential
• VIG: The $69 Billion Dividend Growth ETF Is Up 8.5% YTD - A Buy?
• CEF Weekly Review: Coverage Continues To Stabilize
• Fundamentals Vs. FOMO: Strategies For Finding Value In The Markets
• Better Passive Income ETF: SCHD Or VIG?
• HYBL: High Yield From Junk Bonds And Leveraged Loans
• Factors And The Magnificent Seven
• SCHD: 4 Reasons The Gold Standard High-Yield ETF Is A Rich Retirement Buy
• U.S. Weekly FundFlows Insight Report: Municipal Bond ETFs Attract Second-Largest Weekly Inflow Of 2023
• JQUA: I Like MOAT And OMFL More
• If Ever There Was A Time To Play Defense...
• FDEU: An Interesting CEF To ETF Conversion
• WDIV Vs. FGD: Which Is The Best Global Dividend Growth ETF?
• August AAII Asset Allocation Survey: 15-Month High For Equity Allocations
• CEF Report August 2023: Taxables Get Bought And Are Not Very Compelling, Munis Look Best
• CDC: Dividend ETF With Unconventional Market Timing
• DGRW: Dividend Growth I Wouldn't Buy Into
• EVT: Discount Opens Up Opportunity For Long-Term Income Investors
• MGK: Possibly Your Optimal Choice In A Growth ETF
• NXG: Attractive Distribution Doubled, Deep Discount And An Interesting Portfolio
• FXC: The Prospects For The Canadian Dollar Vs. The U.S. Dollar
• HTD: Well Positioned For A Recession, But Struggling With The Distribution
• My Current View Of The S&P 500 Index: September 2023 Edition
• IXN: Not A True Global Tech Play
• EHI: High-Yielding Bond Portfolio, Attractive Despite Premium Pricing
• AGG And TLT: Real Yields Near ATH Reveal The Opportunity
• August Jobs Situation Pleases Markets And Likely The Fed, VGIT A Buy
• NUSI: Get Exposure To AI, But In A Different Way
• 3 Quality Dividend Growth ETFs For Maximal Total Returns
• IAK: Jobs Data May Seal Deal
• IYW: Top ETF To Touch The Hot Technology Sector
• CNRG: Both A 'Do Good' And A 'Do Well' Strategy
• IXP: Google Is Looking Cheap
• PIMCO CEF Update: ARPS Go On The Chopping Block
• The Second Phase Of The Uranium Bull Market Has Likely Started
• QQH: Quant Signal Technology Fund
• Stocks Post Modest August Losses, Big Data On Tap, SPYV A Hold
• SSO: Sense Of Bullishness Makes This 2X Leveraged Large-Cap ETF Interesting
• SPUU Still In Negative Drift Despite The Market Recovery
• SPLG: S&P 500 Dashboard For September
• PKW ETF: Limited Motivation To Go Long At This Juncture
• REGL: Can This Mid-Cap Dividend Aristocrats ETF Bounce Back?
• GREK: In Fine Fettle As Greece Rebounds
• MGK: Potentially From First To Worst
• TLT: Why 'Higher For Longer' Is A Myth, Time To Get Bullish On Treasuries
• Brookfield Real Asset Income Fund Just Cut Its Distribution, What Now?
• MEGI's Income Opportunities In Infrastructure Megatrends
• The 'Big Short' Ignores Buffett And Bets Big On A Selloff: SPY Implications
• OUSA: Quality Dividend Stocks But Miniature Yield, Small Growth Exposure
• VTEB: The Place To Go For Your Muni-Fix
• SRVR ETF: AI-Led Opportunities, But Not A Buy
• Is It The Right Time To Buy Electric Vehicle (EV) Stocks?
• ATRFX: A Mutual Fund That Boasts 25% Returns YTD With An All-Season Investing Strategy
• AWP: Global REIT Fund With An Unsustainable Distribution
• PDI: 100 Big Yield CEFs, REITs, MLPs - These 3 Worth Considering
• TLT: Forecast Using Conservative Interest Rate Assumptions
• FBCG: Long-Term Investors Should Pass For Now
• VTI: September Has Been Worst Month To Own Stocks Last 5 Years
• NBB: A Few Reasons Why I'm More Bullish Going Forward (Rating Upgrade)
• S&P 500 Low Volatility Index August 2023 Rebalance
• Get An 8.3% Yield From Secure High-Quality REITs: RQI
• NRO: Real Estate At A Discount With A Very High Yield
• Equity CEFs: Peak Insanity, Version 2023
• ESGU: No Value-Add, And ESG May Just Mean Executive Rents
• AVK: Income Rising, But Leverage Remains Elevated
• IBB: The Illness Of Idiosyncratic Risk
• Investors Beware - Earnings Forecasts Omit Stock Compensation
• DBC: Benefit From Short-Term And Long-Term Commodity Price Drivers
• RA: Brookfield Real Assets But Fake Yield
• EEM: We Consider China Uninvestable
• With Inflation Still High, These ETFs Will Likely Disappoint This Year
• PGX: Duration And Deglobalization Aren't A Great Combo
• The Chemist's Quality Closed-End Fund Report, August 2023
• FLIN: The Indian Growth Story Keeps Going
• Weekly Closed-End Fund Roundup: CEN Merger Approved (August 20, 2023)
• SPXN Vs. VOO: Avoiding Financials Without Losing Return
• QYLD: There Is A Better Way
• AMLP: Shares Weathering The Summer Well, ETF Still A Bargain
• BIZD: Negative Growth May Hinder Shareholder Return
• VUSB: Short Duration Bond Fund For Uncertain Times
• XLB Is A Hold Considering Risks Of Global Deflation Led By China
• No Major Credit Event: High Yield And EM Bonds Breakout Against Treasuries (Technical Analysis)
• Defense Stocks: Consider Taking Profits Before Tide Turns
• Why Multi-Factor Indices In South Africa?
• PFO: Very Attractive Price, But I Am Not Impressed
• TDVG: A Promising Dividend Growth ETF
• QDEF: Unconvincing Low-Beta Variant Of QDF
• PHT: This High-Yielding Bond Fund Merits Consideration Today
• XLB: Ultimately A Chemicals Play With An Unclear Outlook
• RLTY And JRI: 2 Real Asset Buys
• DNIF: Sustainable Decent-Yielding Diversified CEF Available At A Discount
• If Crude Oil Is Heading Higher, ERX Could Turbocharge Returns
• It's Time To Look At Value Strategies
• HYHG: Wait To Buy This High Yield Credit Spread ETF
• So Many Equity Risk Premium Models, So Little Time: Part II
• FLBL: Conservative Fund To Take Advantage Of Higher Rates, 9% Yield
• 10 Best Days - A Meme For Every Bull Market
• ICOW: FX Exposures Are A Drag On An Otherwise Solid Value-Centered Vehicle
• FTLS: Better Returns Than Expensive Hedge Funds
• Apollo Tactical Income: Top Of The Capital Stack, Paying 11%
• QYLD: Recent Income Levels Are Likely To Fall Significantly
• 7 Ways Investing Is Like Long-Distance Running
• QYLD: Impressive Total Returns Make This An Attractive Fixed-Income Play
• PMX: Relative Value And High Yield Could Make A Buy For Right Investor
• FPL: Attractive Discount And Solid Yield, But A History Of Underperformance
• USO: The Next Oil Bull Market May Have Begun
• FLCH: Elevated Risks As The Chinese Growth Engine Slows
• LQDW: An Innovative Approach But Unclear In The Near Term
• TPYP: Lean Into The Midstream Sector's Higher Estimates, Yields, And Buybacks
• XFLT: DRIP At A Discount To Stream Your Income Into A River Of Cash
• OMFL: Questionable Allocation
• QQQX: A Poor Way To Get Exposure To The Nasdaq
• QDF: Attractive Value And Quality, Average Performance
• Macro Headwinds Ahead, Expect Volatility In Consumer Discretionary Select Sector SPDR ETF
• EWQ: The Best Way To Access French Equities
• VCIT: A Potential Beneficiary In A Flight To Quality
• REM: 10%+ Yields Investing In Mortgages, But Know The Risks
• EEM: A Likely Beneficiary After A Credit Event
• SH: It's Too Soon To Sell This Market
• Jerome Powell's Speech At Jackson Hole Just Made PSQ A Strong Buy
• EMXC Vs. XCEM: Even When Excluding China, The Index Matters
• FALN: Fallen Angels, The Best Of High-Yield Bonds
• ITA: Gray Swan Protection Protocol
• VNQ: The Good, The Bad, And The Ugly
• Risk And Reward For Retirees
• IGV: Every Investor Needs Diversified Software Exposure (Rating Upgrade)
• VIGI: Uncompelling Value Proposition
• NDP: A Fund For Energy Bulls
• A Review Of iShares U.S. Industrials ETF
• ECAT: Activist Saba Capital Has Been Buying This ESG Focused CEF Which Yields 9.9%
• XMPT: Essentially A Bet On Long-Term Interest Rates
• CGGO: A Risky Place To Be As Growth Stocks Vainly Search For A Catalyst
• BITO Suddenly Has A Double-Digit Dividend Yield But This May Not Matter
• USVM: Combining Value And Momentum With Mixed Results
• CLM: Why I Will Probably Never Buy
• CHI: Premium Remains Persistent
• KCCA: A Buy On Potential Tightening Of California Emission Regulations
• EEM Might Not Be The Best Way To Invest In Emerging Markets
• 5 Best CEFs To Buy This Month (August 2023)
• VYM: Updated Analysis On Dividend Funds And Peers
• NUGT: For Aggressive Gold Bugs, Leverage On Leverage
• IJH: Not A Reasonable Price For Slice Of Old America
• Above The Noise: What A Difference A Year Makes
• Managing Risk Through Alternative Investment Strategies
• CEF Market Weekly Review: Will CEF Returns Lag Their Yields?
• HFRO: 40% Discount To NAV And A 11.4% Yield
• TDIV: Still A Good Long-Term Holding For Tech Investors
• SOXX ETF: Favorable Prospects In The Ranks Of Semiconductor Players
• VPU: Enough Is Enough, It's Time To Buy Large-Cap Utilities Again
• VTWO: Highly Diversified Portfolio Of Small Caps Fails To Generate Lucrative Return
• EWW: Resilient With Continued MXP Uplift
• SIL: Long Opportunity In Silver Miners
• EWQ: Bullish Seasonal Trends Ahead For This Industrial-Heavy Fund
• PGX: I'd Rather Go With Bonds
• IGR: Highly Levered, Highly Concentrated REIT Equity CEF
• Insights On Investing In Artificial Intelligence
• Low Volatility: Not A Friend To Option Writers
• Futures: The Most Effective Way To Get Exposure To Carbon Markets
• XT ETF: Performance History Leaves A Lot To Be Desired
• Amazon Delivers On Retail Sales Figures
• CII: High Tech Exposure Is A Risk Heading Into Jackson Hole, But The Fund Seems Okay
• PSI: Unreasonably Expensive To Hold
• HPS: Good Income Fund, But Premium Valuation A Turn-Off
• U.S. Weekly FundFlows Insight Report: Investors Give A Cold Shoulder To Equity Funds For The Fund Flows Week
• MOAT: Don't Be Alarmed That The ETF Does Not Own Apple And Tesla
• BCAT: Shareholder Activism Might Lead To Tender Offer
• Top Merger Stocks Held By Fund Managers, Mid-Q3 2023
• IWB: Mixed Picture On Economy
• UTF: A Look At This 8.2% Yielding Infrastructure Closed End Fund
• PGMs- A Contrarian Approach With SPPP
• JQC: New Investment Policies, New Increased Distribution And Tempting Discount
• NOBL ETF: Are The Dividend Achievers Of The S&P 500 Worth Pursuing?
• SCHF: A Solid International Fund That Needs Value To Outperform
• FT: 7.5% Yielding CEF With An Embedded Hedge
• VUG: The Growth Party Is Ending As Momentum Slows
• Jackson Hole Preview: Powell Speech, Real Yields In Focus, FBND A Hold
• EWA ETF: Wait On The Sidelines
• XFLT: Is Its Premium Warranted?
• Weekly Closed-End Fund Roundup: MNP And MMU To Merge (August 13, 2023)
• NTG: This 8.65%-Yielding Midstream Fund Is Trading At A Huge Discount
• SPHD: Poor Performance Overshadows Monthly Pay
• XRMI: A Strategy That's Not Working Out
• So Many Equity Risk Premium Models, So Little Time
• QLTA: When Quality Is Too Much Of A Good Thing
• Stocking Up On Consumer Staples
• IVOO: Mid-Caps Look Relatively Attractive
• Tech, Banking, And Housing: What To Know
• PSI Offers Good Exposure To Semiconductor Industry With Caveats
• PDO: Outlook Stuck In Neutral, Not The Time To Upgrade
• 3 Domains To Track S&P 500 (Economy), TDI (Trifecta), And SDI (Diffusion)
• Labrador Iron Ore And Deterra Royalties: Iron Ore Grade The Key Differentiator
• VTI: Much Better Positioned In Today's Market Environment (Rating Upgrade)
• VWOB: Emerging Markets Bond ETF, Weak Investment Thesis
• PSCH: A Small-Cap Healthcare ETF Having Strong Growth Potential With Proportionate Risk
• The Long-Term Winning High-Multiple Stocks
• TTAI: Sometimes Smart Strategies Deliver Subpar Returns
• COPX: Short-Term Pain, Long-Term Gain
• EWL: Resilient At A Price
• PSI: An Interesting Semiconductor Play
• JAAA: 'Higher For Longer' Rates Favor This CLO Fund
• TSLL: Tesla Shares Bounce Off Support, A Short-Term Buy
• DEEP: Value ETF Outperforming Its Peers In 2023, But Hardly Attractive
• BMN: A Target Term Muni Fund Nearing Its First Anniversary
• S&P Downgrades 5 Regional Banks: What Is The Outlook For KRE?
• KLIP: Understanding The Covered Call Strategy And How It Works
• Smarter Commodities Investing: Overcome Concentration And Roll Yield
• The Key Selling Point Of The 8.1% Yielding DIAX
• BCAT: Asset Allocation Fund With Portfolio Of Private Investments For 'Free'
• TECL: The Riskiest Bet Of All
• Finding Opportunities In A Challenging Macro Outlook
• TBLD: Offering A Great Deal Of Diversity And An 8.29% Yield
• EWMC: Equal Weighting Gains Investors Little Compared To MDY
• From Cash To Clicks: The Unstoppable Rise Of Digital Payments In India
• AGQ: Big Winner Over The Last Year, And Perhaps The Next Also
• FTRI: Compelling Value In High-Yield Natural Resources Stocks With An 8% Yield
• RWJ: Buy This Revenue-Weighted ETF Offering A 45% Downside Capture Without Sacrificing Upside Potential
• URNM: A Solid Fund In A Growing Sector
• DIVI: A Decent Dividend-Focused Global Market ETF
• BXMX: Solid Buy-Write Fund Yielding 7%
• Value Vs. Growth 10-Year Return Spread At Historic Extremes: I'm Buying AVUV
• SHY: Smart Duration Play, 4.9% Yield
• DGRS: Finding Dividend Growth In Small Caps
• PFFA: Impressive Performance From This 10% Yielding Fund
• DBB Falls - Time To Put The ETF On Your Investment Radar
• IVW: Bullish In Growth But Not The Best Choice
• IEV: High Expenses Amidst Economic Concerns, And Monetary Policy Headwinds
• BXMX: Discount Opens Up
• VOO: Q3 Volatility On Cue, Macro And Seasonal Risks Weigh
• CHW: This 10.27%-Yielding CEF Provides Much Needed Foreign Exposure
• Macro Sentiment Says Sell VOO Before September
• Get A Handle On Volatility: Diversify Your Portfolio
• VOO: Currency Pressure And Growth Concerns Are Easing
• SPY: Currency Pressure And Growth Concerns Are Easing
• JEPI Is One Of My Favorite Income Funds For The Foreseeable Future
• SLYV: Time To Rebalance (Rating Downgrade)
• Don't Call Me ANGL
• AMZA: A Good Fund, But Broader Energy Is Still Outperforming
• HYS: Expensive Short-Term High-Yield Corporate Bond ETF, Few Reasons To Buy
• Historic Opportunity Now In The Making
• IEFA: Consider These Dividend And Value Alternatives
• IEFA: Good To Diversify But Catalysts May Be Needed
• CWS: I Am Still Unimpressed By This Active Strategy
• Late-Summer Debates
• VHT: Overweight Health Care As It Makes Its Seasonal Dip
• PDI: The History Lesson
• PPA: Is This Aerospace And Defense ETF Set To Soar?
• MDY: A Time For Lowered Tech Exposure And Mid-Caps
• TLT: A Bearish Barrier Amidst Upcoming Interest Rate Hike Decisions
• CEFS: Join Forces With Boaz Weinstein In His Battle With Blackrock
• Finding Pockets Of Value In This Bull Market
• JEPI: Equity Dividend Yield On Steroids
• JEPI: High Yield But Limited Upside
• TQQQ And SQQQ: Their NAV Erosion Could Be Your Combined Gain
• EFA Vs. HEFA: Hedging International Exposure Still Working
• VNQ Offers Shelter Amid An Expensive Market
• PTY: Substantial Tail Risk Required To Slow This CEF Down
• METV ETF: Looking Behind The Metaverse Facade
• IHE: A Highly Concentrated Portfolio Is Able To Generate Growth Over The Long Run
• XLY: Consumer Discretionary Dashboard For August
• MTUM: Weak Relative Returns Persist Amid Mega-Caps' Underperformance
• GVAL: Unique Country Mix Is Not A Panacea
• JEPI: Here Is Why It's Underperforming In 2023 And May Continue To Do So
• SPIP: Navigating The Bond Bear Pit
• LABU: A Levered ETF Doomed From The Start
• EIDO: Balanced Risk/Reward Ahead Of A Delayed Pivot
• PDT: More Tempting After Discount Opens Up
• TSLY: Best Move Is To Avoid This ETF
• JEPI: Go Overweight As Volatility Kicks Up
• KXI: Consumer Staples Dashboard For August
• DIVO Underperforms In 2023 But It's A Long Play For Conservative Investors
• TDV: Technology Dashboard For August
• JEPI's Underperformance Explained
• MLPA: Now's The Time To Go Overweight, Improving Energy Momentum
• JEPI Vs. SPYI: One Is The Ultimate High-Yield Retirement Dream ETF
• CEF Weekly Review: Distribution Changes And Discount Relationships
• EWP: Good Increments In Spanish Industries
• EWZ: The Bull Market's Run Seems To Have Ended
• XYLG: A Covered Call Fund That Offers 5% Yield And Some Upside
• How Do T-Bills And BIL Stack Vs. Other Asset Classes?
• Country Focus: Investors Eye Saudi Arabia's Story Of Change
• BUZZ Investing: A Shift In Market Leadership
• India Equities: Mitigating China Risk Within EM Asia
• Select Segments Of Growth Still Providing Steady Returns
• AGGH: Not The Aggregate Bond Fund That Is Advertised
• VO: Decent Performance, But Better Options Are Available
• BND: A Poor Way To Invest Your Fixed Income Now
• Crude Calculations: Assessing IEZ's Pros And Cons
• FTEC: Get Ready To Pounce On Fidelity's Tech Fund
• THD: Thailand Is Pricey Despite The Political Overhang
• MINT: Cash Parking Pays Over 5.75% Now
• KOMP ETF: Innovations Are Always Tempting
• FTHY: Discounted High Yield Exposure
• Why We Don't Do 60% SPY And 40% TLT
• MFD: A Nice Infrastructure CEF With International Exposure
• SOXL: A Semiconductor Volatile Crash Is Possible
• BIV: Concerning Price Action, Bearish Seasonals Offset A 2.5% Real Yield
• A Closer Look At 'Cut Your Losses Early; Let Your Profits Run'
• IJR: Some Enticing Underlying Themes
• SOXL And SOXS: Shorting Both Produces An Attractive Pair Trade
• AGGH: A Bond Fund That Comes With Covered Calls And Hedging
• UCO: We Are Taking Profits, Neutral Crude For Now (Rating Downgrade)
• Time To Trade The MINT ETF For A Long-Term CD?
• A Short-Term Buying Opportunity Has Arrived - Use TQQQ For Market Leverage
• KBE: Rising Interest Rates May Lead To Resumption Of Downside
• TLTW: Tactically Bearish Bond Funds (Rating Downgrade)
• Rising Rates: How Option Collars Can Now Lock Even More Gains
• Energy Addiction: AI's Next Big Challenge
• Risks To DM Bonds Multiply
• Risks To Bonds Multiply
• HDV: Tactically Attractive High-Dividend Play
• 5 Reasons For Small Caps And Calamos Timpani Small Cap Growth Fund (CTSIX)
• SVOL: High Yield And Low Correlation To Other Assets
• U.S. Weekly FundFlows Insight Report: Money Market Funds Attract Largest Weekly Inflow In 13 Weeks
• BIL: Ideal Fund For Today's Environment, Over 5% Yield
• ASEA: China Down, But It's Not All Doom And Gloom For Southeast Asia
• RIV: This 13.73%-Yielding CEF Has Unique Qualities, But Be Careful Of Leverage
• IEV: Portfolio Of European Blue-Chip Stocks Providing Stability, But Lacking Growth
• NPFD: Deep Discount Presents An Opportunity
• UGA: Is Gasoline's Bullish Trend Ending?
• ROBO: Promising For The Long Term, Not The Short Term
• ADX: Deep Discount But Relatively Expensive
• SCHB: A Unique Index Construction But Common Results
• XLRE: Bearish Positioning In REITs At Historical Extremes
• ADX: A Good Fund For Income Seeking Investors
• BGT: A Year Later, The Buy Case For Floaters Persists
• EWJ: Japan Will Need More Than Just Ultra-Loose Monetary Policy And Corporate Reforms
• XRT: How To Invest In Retail As Retailers Report Results
• VEU: No Reason To Be Ex-U.S.
• Eagle Point Credit: Strong Cash Flow Supports The Dividend
• RSPU: Utilities Dashboard For August
• Fiscal-Monetary Entanglement
• FUNL: Trounced S&P 500 In The Past, Positioned Strongly Right Now
• PAK: Near-Term Catalysts, Buy
• Despite Rate Hike, Investors Embrace Fixed Income Funds In July
• PCK: The Discount To NAV Is Not Enough To Remain Bullish (Rating Downgrade)
• What Are Earnings Season And BVP's Cloud 100 Telling Us About Cloud Computing?
• 10 Fast Facts For DGRS's 10-Year Anniversary
• TBIL: Primary Component In A Barbell Strategy
• KOLD: Wait Until Year-End
• Will Big Tech Have Fuel For An H2 2023 Rally?
• FRA: A Good 11%-Yielding CEF To Buy For Income Today
• AIEQ: 3 Reasons To Avoid This High-Risk AI-Powered ETF
• 3 Reasons Why CHAT Is A Poor Bet On Generative AI
• DVYA: High-Yielding Asia-Pacific Portfolio With Disappointing Performance
• FFA: Discount Narrows Taking Away Some Appeal, But Still A Solid Fund To Hold
• SPXU: Careful Using Inverse ETFs Even In A Credit Event
• RSPN: Industrials Dashboard For August
• MXI: Materials Dashboard For August
• CHIQ: Targeted Vehicle To Ride Chinese Consumer Outperformance
• IHDG: The Dollar's Rise Is A Relative Benefit, Monitoring Broader Trends
• GVIP: A Diversified High Conviction Play For This Stock Picker's Market
• SVOL: Holding On Strong Despite Rising Volatility
• The Contour Of The Correction: A Line To A Bear Or A Curve To A Bull?
• WDI: Floating-Rate Exposure And Duration - A Compelling Combination In This 12%-Yielding CEF
• SVOL: Unveiling The Strategy And Enhancing Investor Diversification With Income Potential
• 3 Closed-End Fund Buys In The Month Of July 2023
• VDE: The Next Leg Of Outperformance Is Overdue
• In Search Of Safe Havens: The Trust Deficit And Risk-Free Investments
• COM: A Top ETF To Invest In The Emerging Commodity Supercycle
• IAE: Distribution Still Unsustainable Even After Cuts
• Maybe Time To Look At Small-Cap Stocks
• SCHG: Stepping Off The Risk
• Flexibility Matters
• SCD: Not A Bad Income CEF If It Can Sustain The 10.58% Distribution Yield
• KRE: The Fed Wants Large Banks To Consume Smaller Ones
• KMF: Good Price, But Underperformance And Declining NAV Real Problems
• iShares MSCI India ETF: Market Sentiment Is Lagging Reality
• SMH: AI Optimism Has Gone Too Far
• MOO ETF: Agribusiness Has Upside
• A Deep Dive Into ARKK Buying And Selling In Q2
• VIGI: A Good Relative Trade During A Credit Event
• RDIV: Solid Value Play, But Triple Digit Turnover And Lackluster Growth Characteristics
• Growth Vs. Income: What Are We Betting On, And Why?
• It's The Best Time In 22 Years To Buy These High-Yield ETFs
• Time To Get 'Boring' With A Low Beta Investment In USMV
• 5.2% Yielding TBIL Is A Far Better Choice Than EDV, TLT, Or ZROZ
• UTG Has A Great Track Record But Utilities Aren't Exactly Cheap
• Buy TLT Into Weakness (Technical Analysis)
• GRX: Modest Healthcare Fund Trading At A Steep Discount
• Loosening YCC Will Not Stop Japanese Stocks' TINA Appeal
• The 3 Well-Performing ETFs For The Last 10 Years
• VVR: A Decent CEF For An Uncertain Rate Environment, But Finances Are Questionable
• SPYI: Outperforming Both JEPI And XYLD In 2023
• EWUS: I See Challenges For Small-Cap British Stocks (Rating Downgrade)
• Inseego: No Buy, But Do Not Ignore Because Of 5G Opportunity
• MXF: Fade This Mexican Fund's Record NAV Discount
• USOI: Constant State Of Decay
• EVV: Larger Discount Presents A Better Opportunity
• SPY: My Sole Investment Choice For My Hypothetical Newborn Son
• IEO: Oil Production Expected To Rise, E&P Companies Remain Cheap
• How To Capture Stock Upside With 'Zero' Downside, Without The TJUL ETF
• Working The Margins
• IVE: Growth-Oriented Market Could Be Losing Steam, Calling In Value ETFs (Technical Analysis)
• ARDC: A Very Good Choice For Anyone Seeking A High-Yielding CEF
• YINN: A Leveraged Flamethrower To A Global Margin Call
• Is The Current Correction In A Crossroad Now?
• What I Wish I Knew Before Buying High Yield Stocks
• IYW: Economic Growth And AI Momentum May Outweigh High Valuations
• 2 Scary Words That Could Crush The Tech: Bear Steepening
• MLPX: Recent Developments
• SLQD: Higher For Longer
• ETV: Higher Risks Than You Think, Now That Inflation Is Back
• Healthcare Dashboard For August And Focus On GNOM
• PNQI: Meet This Internet ETF With Extraordinary Growth Potential
• EFA: The Anti-Technology And Dollar Play
• DFAT: Best Of Breed Small Cap Fund
• Second Half Outlook For Biotech Stocks
• SPY Loses Its Buy Signal (Technical Analysis, Downgrade)
• RYLD: A Clearer View
• VYM: There Are Better Dividend Funds
• IVOL: A Contrarian Macro Investor's Dream
• SMH: Innovation, Whaling, And The Elephant In The Room
• ILF: Dollar Strength Weighs On Relative Returns, Bullish Seasonal Stretch Ahead
• JSML: Growth Portfolio With A Surprising Value Tilt Still Has Vulnerabilities
• RYLD: Low NAV Erosion And Occasional Tax Benefits
• BOIL: Downgrading To A Hold On Heightened Roll Decay
• How To Invest $100,000 Today For Passive Income
• Evaluating A Switch From RNP To RFI
• NUW: Muni Exposure, Low Leverage, And Strong Distribution Coverage
• WTAI: A Buy As AI Stocks Pull Back In August, Nvidia Earnings On Tap
• WOOD: China Is Somewhat Of A Problem
• EWH: Hong Kong's Deteriorating Ex-Consumption Outlook Justifies Caution
• ROBT: The Tip Of The Stock Market Correction Spear
• CEF Weekly Review: The Real Risk For Term CEFs
• BRF: Bullish On Brazil As Monetary Easing Begins
• How To Invest $100,000 Today: 5 Strategies Including The Near-Perfect Portfolio Strategy
• NMZ: Reiterating A Buy Case In The Latter Stages Of 2023
• Investing In A Changing World: From Carburetors To Compilers
• PCM: Small CEF Trading At Wide Premium To NAV
• The Current Correction Has Been Marching Forward Since Aug 01, As Of Aug 10, 2023
• FX Volatility And USD Expected To Rise In H2 2023 (Technical Analysis)
• AIQ ETF: AI's Appeal When Learning From The Dot-Com Bubble
• 3 Value Equity Themes For The End Of 2023
• BGR: Big Oil At A Discount
• PAVE: A Great Long-Term Theme, But Poor Timing Now
• iShares Preferred And Income ETF: Long-Term Loser On Income And Price
• VSDA: Delivering Superior Dividend Growth, But Average Return
• The Low Budget Dividend Portfolio: August Update
• Short Apple And Microsoft In One Trade: XLK
• U.S. Weekly FundFlows Insight Report: Investors Go Into Risk-Off Mode For Fund Flows Week
• RYH: Share Split May Lead To Price Growth For This Healthcare ETF
• HNDL: How To Collect A 7%+ Yield By Investing In This Super ETF
• DVY: Not Perfect, But Not A Bad Bet At This Juncture Either
• ZROZ: Adding Duration May Not Be Worth The Risk
• FENY: Fidelity's Energy ETF Is Good For A Trade
• CHN: China CEF Looking Attractive
• BKT: A Conservative Bond Fund For Income
• ZROZ: PIMCO Fund Is A Big Bet On A Deflationary Bust
• GBAB: Raising Outlook As Bonds Have Merit Going Forward (Rating Upgrade)
• Exponential Adoption Comes With High Risk - Considering Nvidia's Path From Here
• FXI: Chinese Large Caps And Weak Economic Data
• EMB Vs. EEM: Dump Your EM Stocks And Buy Bonds
• Does Bond Market Data Yield Equity Alpha?
• Tradeweb Exchange-Traded Funds Update - July 2023
• EWZ: Bull Market Not Over Yet
• CLOZ: BBB-BB CLO ETF, Strong 10.7% SEC Yield, Low Interest Rate Risk
• VUG: Better Risk-Reward For Investors With Moderate To Modest Risk Tolerance
• XOP And XLE: It's Time To Sell Some Energy Stocks And Reduce Risk
• ASGI And MEGI: Deeply Discounted Infrastructure Funds
• DSU: This 10.85%-Yielding CEF Makes A Lot Of Sense For Income Investors Today
• QLD: Volatility Can Hurt This More Than Direction
• Still Nope To NOPE
• The Effect Of Technical Analysis On ETF Investing
• GGN: Reasonable Discount Available On This High-Yielding CEF Makes It Appealing
• China Fund: Deteriorating Chinese Economic Data Warrants Caution
• PSF: Historic Underperformance And Declining NAV Are Concerns
• VNQI: Portfolio Of 700 International Real Estate Stocks Fails To Deliver
• NFJ Using Calls To Supplement Income, Just A Tiny Bit
• Achieving Alpha By Investing In Current Wealth And Present Value
• The Quality Closed-End Fund Report, July 2023
• Weekly Closed-End Fund Roundup: Nuveen Senior Loan Funds Merger Complete (July 30, 2023)
• EWI: The Headwinds Have Picked Up
• RWO: Underplaying Commercial Real Estate's Growth Potential
• FIG: A Forgettable Macro Portfolio Allocator
• Big Tech Is About To Fry, But OMFL Is Likely To Fly
• UGL: A Strong Buy Signal In Gold Deserves Some Leverage
• EDV: Now Could Be The Right Time To Invest In Long-Term Treasuries
• BGR: Volatile Energy Equities Does Not Translate Well To Call-Write Strategies
• XLU: Hot Summer Could Lead To Another Strong EPS Surprise
• Quality Growth Shines
• JQC: Good Historical Performance, But Distribution May Be Strained
• VOE: Value ETF Lagging Its Peers In 2023
• BIT: A Well-Managed 9.89%-Yielding Bond CEF, But An Expensive One
• VEA: A Developing Downtrend Internationally Before Another Run Higher
• SLX: A Bullish Trend Since Early May
• IEF: Benefit From A Duration Premium With Long-Dated U.S. Treasuries
• HEWJ: Too Pricey With Japan Finally Set To Undergo Monetary Policy Normalization
• Virtus Reaves Utilities ETF: Worth A Look For Utility Exposure
• CCD: Good Way To Generate Income If You Are Bullish On Growth Stocks
• XMHQ Is Seeking Alpha's Top Ranked Mid-Cap Blend ETF!
• NETL: Avoid The 3 Ts With This SWAN Basket
• A Correction Signal From The S&P 500 11-Sector Diffusion Index
• TLH: The Bigger Changes In Long-Term Rates Could Still Happen
• Regional Bank U.S. Bancorp Tops Moat Stocks In July
• What Makes A Hold-Forever Stock?
• Land Of The Rising Chip Factories
• Perspectives On Innovation: Ingredient Companies Provide Appetizing Growth Potential
• Balancing Defense With Growth: The S&P Quality Indices
• 3 Alpha Generating Monsters
• DIVB: Dividend-Paying U.S. Stocks Look Cheap
• IHIT: Disappointing Performance (Rating Downgrade)
• Which Funds In My Portfolio Have The Best Short-Term Prospects
• QTEC: How To Slot This Equal-Weight Tech ETF Into Your Portfolio
• SPYI: An Average Choice For Dividend And Income Investors
• SPYD: I Never Knew A 4.65% Yield Could Come At Such A High Price
• JLS: This 9%-Yielding CEF Has Hit Its Stride With 2 Recent Distribution Hikes
• SPY: Sector PEG Valuations Are Sky High And It's Not Just Tech
• 3 Stocks That Are Still A Buy On China's Recovery Story
• LDP: An Attractive Discount For This Preferred Fund
• DIVO Remains Our Number One Covered Call ETF
• Why ESG Investors Should Look Beyond The Obvious Choices
• MCN: A Very Good Fund, But The Premium Is Irritating
• DEM: A Purely Dividend Play
• TMF: The Mother Of All Short Squeezes In Treasuries Is Coming
• MGV: #1 Holding Berkshire Powers Vanguard's Mega-Cap Value ETF
• FXB: Take Profits On The GBP
• Magellan Midstream: Overvalued, But Hold For Solid Dividend Yield
• QYLG: QQQX Switch Trade Done, Now Time For ETB
• SPYI: Structurally Interesting Call Strategy With The Wrong Timing
• FLOT: Checking In On A Top Pick For 2023
• Emerging Markets Insights: Fund Flows Improving
• Combined Leveraged And Non-Leveraged ETFs: Tactical Allocation
• IOO: Global Large-Cap Equities Are Undervalued In Spite Of Market Ramp
• China Stocks Bottoming Out, Focus On Technology Sector Via KWEB (Technical Analysis)
• The Price Of Risk: With Equity Risk Premiums, Caveat Emptor
• SHYG: The Maturity Walls Are Closing In
• INCO: Investing In One Of The World's Top Consumption Narratives
• Palladium Overdue For A Large Rebound: Buy PALL
• FTQI: Worst Of Breed Buy-Write ETF On The Nasdaq 100 Index
• TQQQ: Not For The Faint Of Heart
• JRS: This Real Estate Fund Could Help Preserve The Real Value Of Your Wealth
• EFT: A Good 10.86%-Yielding Income Fund For Rising Rates
• TLT: Asymmetric Risk-Reward With Liquidity
• VLUE Has Been Lagging Competitors For 12 Months
• DEM: This Decent-Yielding Fund Has Opted For The Right Emerging Markets
• BSTZ: A Solid Fund, But Timing Is A Question
• Is It Time To Load Up On UCO?
• BTZ: This CEF Remains Attractively Valued
• Avoid Cannabis ETF MSOS
• Opportunities In Globalization Rewiring
• The Consumer And The Stock Market
• VNM: Improvements Made, But CEFs Still Preferred For This New Vietnam Bull Market
• XLI: Industrial Fundamentals Look Great And It's Time To Buy
• JAVA: Remarkable Performance, But Still Uninteresting From A Factor Perspective
• SPY: It's A Checkmate Situation - The Bear Is Set To Resume
• Does A Correction Start In The First Week Of August?
• Charlie Munger's Latticework Of Mental Models, Picks For August 2023
• United States Downgraded: What Does This Mean For Your Portfolio?
• ETF Comparison: IWY Or SPY?
• BGR: More To Energy Investing Than A 6.3% Yield
• RFI: A Potential Winner Coming Out Of A Credit Event
• RDVY: Dividend Growth ETF Overweight In Financials
• IWN: Positive Small Cap Value Outlook, But Worse Performance Than Peers
• SCHH: Suboptimal Way To Enter REIT Space
• Schwab U.S. Dividend Equity ETF: A 3.4% Yielding ETF And A Bet On America
• SPHD: The Dividend Isn't Worth The Risk
• DFSV: Still Outperforming The Better Known VBR ETF
• MicroSectors FANG+ ETN: Stick With Strength
• SPTL: Beware The Long-End Of The Treasury Curve
• UTG Shows The Bind Utilities Are In
• HIE: An Attractive Dividend Portfolio With An Energy Tilt
• SLYG: Hedging Abilities Are Currently Hidden Beneath Market Upturn
• GBAB: Look For Rallies To Switch Out
• FYLD: Beautiful Cash-Centered Strategy But Bleak Returns
• LGI Vs. ETO: Which Fund Is Superior?
• BNDX: No Investment Thesis, No Reason To Buy
• High Growth Retirement Passive Income: SCHD Or DGRO?
• BOTZ: Fading 'AI Trade' Exuberance Implies Sharp Reversal
• ASHR: Tempering The China Optimism
• PIMCO's PTY Is Rebounding And Still Yielding Near 10%
• ERH: A Decent Discount Opens Up For Utility And High Yield Exposure
• IVOV: A Well-Diversified Value ETF For Long-Term Investors
• DIVI: A Promising New ETF In An Old Shell
• First Line Of Defense For Assessing Investment Strategy Backtests
• DGRO: A Great Fund, But Won't Be Spared In A Credit Event
• Where To Invest Now: Rising Emerging Markets And Bitcoin
• CEF Weekly Review: Don't Handicap CEF Returns
• SGOV And USFR: Follow Warren Buffett And Buy Treasuries
• INCO: India's Consumption Growth Story Is Still Worth The (Higher) Entry Price
• ZEBRA: A Lower-Cost Option Spread To Simulate A Long Stock Position
• The Month In Closed-End Funds: July 2023
• BBN: Investors Continue To Get Punished By Leverage
• TIP: Yield Curve Control To Drive Real Yields Back Below Zero
• My Thoughts On Stock Valuation
• SMIN: Best ETF To Buy India For Long Term Growth
• PBJ: Improved Safety Margin A Positive For This Little-Known Food & Beverage ETF
• BBN: The Security Of Municipals And A 7.05% Yield
• My Newborn Son's Roth IRA And The Fabulous Wonders Of Compounding
• FOF: Attractive 9.50% Yield, But Don't Buy It At The Current Premium
• EMD: Consider After A Credit Dislocation
• My Dividend Growth Portfolio: Mid-Summer Update
• GOVT: Fitch Downgrade Is Symbolic, The Incoming Treasury Supply Wave Is The Key Risk
• Understanding Covered Call Risk With XYLD
• JEPQ: Solid Call-Write Strategy On Nasdaq 100 Stocks; Wait For Correction To Add
• SPXL: Long-Term Potential But Tread Carefully
• July Jobs: Mixed Report, Solid Wage Gains, Pressure Remains On BLV
• FGRO Does Not Appear Ready For Prime Time Yet
• U.S. Weekly FundFlows Insight Report: Taxable Bond Funds Report First Outflow In Five Weeks
• Asset Class Scoreboard: July 2023
• Magnificent 7 Growth Stock Valuations Irrationally Disconnected From Interest Rates
• BINC: New Credit ETF From BlackRock's Rieder
• For Some, The Russell Recon Is An Occasion For Derivatives
• PFIX: Continue To Recommend As A Hedge Against Rising Long-Term Yields
• Rose's Income Garden Yields 5.3% In July Report
• FNDX: There Are Better Smart-Beta ETFs Out There
• RSPG: Equal Weight Energy Fund With A Mid-Cap Tilt
• CHY: Upside Potential, Fixed-Income Stability, And Interest Rate Protection
• Rotate From 'Magnificent Seven' To Commodities, Cyclical Stocks, And Cash Equivalents
• LQD: Reasons To Consider IG-Rated Corporate Bonds (Rating Upgrade)
• BTO: Consistent Relative Performance, But When Is The Question
• BND: It's Finally Time To Buy
• DURA: Expect This High-Quality 3.38% Yielding Dividend ETF To Outperform
• Fitch Treasury Downgrade Only Adds To U.S. Dollar Devaluation Concerns: Sell UUP
• VGK: Family Offices Look To Increase Holdings In Europe Despite Recession
• EDV: Stay On The Sidelines On Long-Term Treasuries
• JEPQ Over QQQ Through Early October As Implied Volatility Creeps Up
• MDYV: A Good Mid-Cap ETF With 2 Shortcomings
• ZTR: A Fund That Just Returns Your Money
• IGR: This High-Yielding REIT CEF Invests In The Right Sectors In The Right Markets
• FLGB: Staying Cautious On The UK Ahead Of More Tightening
• 3 Investment-Grade Bond Trends Impacting LQD
• IHF: Stable Play With Healthcare Providers
• DMO: Recent Hike Pushes The Yield On This Mortgage CEF Above 11.5%
• Royce Micro Cap Trust Has A Lot To Like
• GSLC: Portfolio Of U.S. Large-Cap Stocks Generating Consistent High Returns
• HNW: Appealing Multi-Asset Fixed Income CEF, 10% Yield
• AVUV: Strong, Best-Performing Value ETF
• PTBD's Strategy Failed, No Reason To Buy
• ASG: Now Is Not The Time
• LVHI: Focused Strategy, Diversified Globally, But Near-Term Caution Warranted
• PHD: Another Amortizing Fund To Avoid
• EICB: New 7.75% Term Preferred From CEF EIC That's Worth A Look
• Q3 2023 Style Ratings For ETFs And Mutual Funds
• SPY: It's Time To Book Some Profits (Technical Analysis, Rating Downgrade)
• 3 Reasons Why SPY Could Be On The Cusp Of A Bear Market
• I Love These Amazing Dividend ETFs, And So Will You
• 'Big Tech' Won The First Half Of 2023... What About The Second?
• CALF Is Good, But You Might Do Better
• August 2023 Perspective
• Short Or Long, TIPS ETFs Are A Bust
• July AAII Asset Allocation Survey: 14-Month High For Equity Allocations
• JFR: Merger Completed, Appealing Fund With A 12% Yield
• VIG: A Fund That Is Better Positioned Now
• Tax-Loss Harvesting: A Primer
• Time To Go Defensive With These ETFs
• SDS Is A Good Hedging Tool, But Beware Of Whipsaw
• QGRW: Ambitious Debut, Beats Peers Since Its Inception, Concerns Remain
• SVOL: Enhanced Version Of Short Volatility
• Uranium Stocks Set For Next Leg Higher; URA ETF Still 80% Below Highs
• PFN: A Year Later, The Bull Case Is Still Hard To Make
• IVV: S&P 500 Dashboard For August
• FDVV: A Best Performing High Div ETF Thanks To Its Higher Beta And Sector Selection
• VFLO: Is This New Free Cash Flow ETF A COWZ Killer?
• TLT: Take Advantage Of Near-Term Pullbacks
• TUGN: A Double Negative Fund To Avoid
• IGR: This 12.97%-Yielding Fund Has Quite A Bit Going For It
• BETZ: Gambling ETF A Long Shot To Keep Up This Rally, But Strong Odds Of Success Longer Term
• Evaluating CEFs: Does CLM Cut The Distribution Yet Again
• GAB And USA: The Results After Making A Swap
• VIG: Sell Your VTI And Buy This Instead
• RQI: A Solid REIT Funds For The Long-Term
• NHMAX: An Efficient Way To Add Duration And Yield For High Bracket Tax Payers
• My Current View Of The S&P 500 Index: August 2023 Edition (Technical Analysis)
• EWM: Clearer Skies Ahead For Malaysian Stocks
• EWZ: Surf The Uptrend Now, But Beware Of The Rollercoaster In The Long Run
• STIP: Priced For Belligerent Inflation, But Not Fed Action
• IWF: Near The End Of Growth Rotation?
• CCIF: CLO Juggernaut Carlyle Cannibalizes VCIF For New CEF
• All About Index Investing
• Record Heat, Climate Policies Energize Low-Carbon Investing
• BIZD Vs. MORT: All High Income Choices Are Not The Same
• VBK: Should Growth Investors Give Small-Caps Another Chance? (Rating Upgrade)
• GLV: High Beta Equity CEF With A Large Cap Value Build
• LVHD: The ETF Is Worth Pursuing, But For Now, A Hold
• Multi-Asset Trends To Watch
• Tail Risk/Tail Returns: Master Them And Change How You Invest
• DGRO: Consistent Dividend Growth For Patient Investors
• SMIN: Possibly The Best India ETF
• BGY: Diversified Global Exposure At A Discount
• VOOG: A Solid Vanguard Growth ETF, But There May Be Better Alternatives
• Dogs Of The Dow For The Dog Days Of Summer
• STK: Best-In-Class Technology CEF, Wait For Pullback To Buy
• XLK: Almost Perfect Buy Signal For Technology Sector (Technical Analysis)
• NVDY: Currently Harvesting A 42.8% Yield From Nvidia's Options Market
• AVEM: An EM Fund Investing In Lucrative Segments Of High-Growth Markets
• WIW: Good For What It Does
• Equity CEFs: So DPG Cuts, But GUT Won't Have To?
• SPHY ETF: Rare Opportunity For Price Gains
• APLY: Generating Yield From Apple Options
• XLE: The Rally Is Just Getting Started - Don't Exit Now
• IHI: Too Expensive Considering Long-Term Rate Uncertainty
• TFLO: We're Arriving At Peaks, But Smart Money Thinks High LT Rates
• PDI: The Income Investor's Bet To Play Powell's Soft Landing Campaign
• Possible Investment Lessons - Weekly Blog # 795
• Profit From The Next Semiconductor Downturn With SOXS
• The Economy And The S&P 500 Led By The Dow?
• XMMO: Momentum Strategy Working For Mid-Cap Stocks
• Quality-Driven Value Investing Prevails Across Market Cycles
• EXG: Global Diversification And Good Relative Protection Potential
• APLY: Now's Not The Time For Covered Calls On Apple
• VGT Has Become A Mediocre Tech Sector ETF; IYW Is Consistently Better
• XLP: Consumer Staples Are Too Expensive Vs. High Interest Rates
• IWC: A Decent Way To Gain Exposure To Smallest Stocks
• GDV: A Seasoned Team But Not The Right Season To Buy
• OUSM: Beating The Benchmark And Competitors
• PFFR: Attractive 8% Yield With A Defense Component Attached
• PIN: Ride The Indian Surge Via This Quality-Focused Fund
• DCF: Presenting An Opportunity
• VDC: Vanguard's Consumer Staples ETF - A Swan Fund For Nervous Nellies
• EWC: Balanced Risk/Reward On Canadian Equities Ahead Of Further Tightening
• NLR: Lower Exposure To Physical Uranium And Miners
• SDVY: Top-Quality Dividend Growth Mix To Consider
• DGS Has Outperformed Peers, But Beware Of Geopolitics
• DRIV: Less About EV And More About Tech
• PDI: Still Bullish On This Nearly 14% Yielding CEF
• JAAA Vs. JBBB: Which CLO ETF Is Best For Income Investors And Retirees?
• GLO: Disappointing Leveraged CEF
• Equity Investing For A New Era: The Return Of Alpha
• XLE: The Oil And Gas Shortage Is About To Return With Force
• COMT: Worse Risk-Adjusted Returns With Heavy Energy Tilt
• Perspectives On Innovation: Sustainable Building Trends Drive Investment Opportunity
• VIXY Vs. VIXM: A Look At Which Is Better For A Bear Market
• CEF Weekly Review: 'Interest Rates' Don't Exist
• 2023 Multi-Asset Midyear Outlook: Rounding The Corner
• DHS: Don't Expect Much Beyond Income
• Performance After Peak Valuation: Navigating The Tech Sector's High Multiples
• Smaller Recession Risk Suggests Stronger Cyclicals
• KNG: Not The Buy/Write ETF King
• TJUL: Interested In The S&P 500 With Downside Protection? This Fund Could Be The Answer
• IDOG: This Simple Value Strategy Has Its Disadvantages
• GRID: Excellent Smart Grid ETF For The Global Electrification Theme
• 3 Solid ETFs At Bargain Prices
• Exploring ENFR: A Resilient Contender Amidst Market Uncertainty
• HDV: Low Share Price Upside Makes Returns Unattractive
• THW: A Potential Investment, But Not For A Trade
• FGB: Remains A Pass For Serious BDC Investors
• HNDL: Reiterating Avoid Recommendation
• Better Dividend ETF: QDIV Vs. SCHD
• BOIL: A Deeply Flawed ETF For Investors
• CIK: Just Vote 'Yes'
• MUC: When Discounts Aren't Enough (Rating Downgrade)
• PRFZ Outperforming More Popular IWM ETF
• KIO: Fully Funded 12.4% Yield But Shrinking NAV
• Next Gen Media ETFs: Streaming Still The Big Picture
• U.S. Weekly FundFlows Insight Report: Despite Fed Interest Rate Hike, Conventional Fund And ETF Investors Pad The Coffers Of Fixed Income Funds
• Squaring The Circle On Carbon, ESG, And Tracking Error
• What Is Going On With Chinese Equities?
• 'Magnificent 7' Rally Sheds Light On The Need For Capped Indexes
• TUR: Deck Cleared, Turkish Equities Headed Higher Post-Election
• Passive Investing Is More 'Active' Than Meets The Eye
• K2 Hedge Fund Strategy Outlook: Q3 2023
• Can IDVO Repeat The Success Of DIVO?
• Navigating Uncertain Markets With WisdomTree Managed Futures Fund
• HYGW: High-Yield Bond Covered Call ETF, Strong 16.7% Yield
• TUR: Erdogan Pivot To Unwind The Inflation Trade
• Mean Reversion
• How To Hedge Your SPY Position: A Few Strategies
• SRV: A Very Good 13%+ Yielding Fund, But Premium Valuation
• HYG: Overpriced Junk Bonds Spell Trouble Ahead
• Oxford Lane Capital: Why You Should Buy The Preferreds Over The Commons
• FDLO: Portfolio Of Low-Volatility Stocks Generating Consistent High Returns
• iShares MSCI Poland ETF - Cheap Valuations Reflect The Risks Involved
• GOF: Market Performance Is Misleading
• QQQX: Time To Rotate If Bullish Tech
• OMFL: Economic Cycle Prompts 84% Turnover For This Top Multi-Factor ETF
• iShares MSCI India ETF - Conflicted About Its Prospects
• PIMCO CEF Update: SEC Goes After PIMCO For Paired Swaps
• IYC: Lack Of Consumer Trepidation Signals Soft Landing
• CRAK: Buy Refiners On Potential Chinese Stimulus
• A Case For Distressed Hedge Fund Strategies And How To Enhance Returns
• GXC: Staying Selective On China Following The July Politburo Meeting
• Japanese Stocks - In The Land Of Rising Dynamism
• SLX: Steel Stocks Surge Since Early June, Eyeing Further Upside
• QQQM: More Upside Is Ahead
• Eyeing Opportunity For Rebound In Resources
• RSPT: Peak In Sector Concentration For Technology Calls For An Equal Weight Portfolio
• Emerging Markets (EEM) Attempts A Break-Out
• ETJ: A CEF With A High-Yielding Technology And Healthcare Focused Portfolio
• PCF: Lack Of Transparency A Big Negative
• EOI: Strong Results From This Covered Call Fund, ~8% Distribution Rate
• SRET: Bullish On REITs Vs. Homebuilders, But Not With This Fund
• EZA: A Much Improved Outlook (Rating Upgrade)
• Why We Are Turning Again To Our Resilient Income Playbook
• IDRV: Why I Sold My EV ETF
• MJ And MSOS: Likely No Immediate Reprieve
• XRE: Short-Term Bank of Canada Concerns, Long-Term Deglobalization Concerns
• DCF: Locking In High Returns With Fixed Term Closed-End Bond Funds
• UCO: Our Technical Playbook For WTI Crude
• Exploring A Framework For Building Systematic Investment Strategies - Part 2
• QYLD: If The Market Melts Up, This ETF Should Continue Rebounding
• Q2 2023: Option Strategy Simplification Working
• DFSV: Ahead Of The Small-Cap ETF Race
• COWZ Vs. VFLO: We Might Have A New King Of Buffett-Style ETFs
• PFXF: Preferreds Ex-Financials ETF, For Portfolio Diversification, 6.0% Yield
• Opposing Forces But AI Scale-Free Dynamics Support TECB
• SDOG: High Yield Coupled With Dividend Growth
• Can The 11 Sector 'Correlation Coefficient' [CORREL] Help Our S&P 500 Performance?
• FLRN: Simple Investment-Grade Floating Rate ETF, 5.8% SEC Yield, Low Interest Rate Risk
• How To Prepare For Market Volatility Before It Strikes Again
• Retirement Passive Income: 4 Reasons To Forget VYM And Buy SCHD Instead
• SCHM: Schwab's Mid-Cap Blend ETF Not Worth Buying
• BUZZ Investing: New Bull Market
• AI At A Crucial Inflection Point
• VCLT: Long Duration Investment-Grade Bonds Look Appealing
• The SCHX-SPY Divergence Suggests A Hiding Place
• Small Cap Value Is Cursed, Large Cap Growth Is The Way Forward
• CEF Insights: Merk Investments On Gold, Precious Metals And Minerals Going Into 2024
• Sector Ratings For ETFs And Mutual Funds: Q3 2023
• CRF: Better Stay With The SPY
• BOXX: Earn Treasury Bill-Like Returns From Option Spreads
• Stock Buy Checklist To Help You Decide
• What Should You Do When The Stock Market Booms?
• QYLD: Substandard Returns Set To Continue
• SPE And BRW: Investing With The Activists
• EOS: Earn Some Income With This Overwrite CEF
• GHY: Global, But Wait For It
• ITA: Aerojet Acquisition By L3Harris Is Positive For The Defense Industry
• A Bold Bet Against The 'Magnificent Seven'
• SPYG: It's Greedy O'Clock, Time To Be Fearful
• My Top 10 Growth Companies For July 2023
• XSVM: Good Looking Strategy, Underwhelming Performance
• VCR: Failing To Justify Its Year To Date Surge
• SPDV: Yield And Valuation Look Good, Performance And Quality Are Not
• BUI: Reasonable Buy At This Level (Rating Upgrade)
• EDIV: China And Taiwan Focussed Fund Is Generating Decent Yield And Total Returns
• VYM: Higher Income, But Lower Returns
• HEQT: A Young Fund With Promising Results So Far
• Market Momentum Dominates Headlines In Q2 2023
• Weekly Closed-End Fund Roundup: BlackRock Repurchase Update (July 16, 2023)
• 3 Options Trading Strategies For Q2 Earnings Season
• 5 Best CEFs To Buy This Month (July 2023)
• SQEW: Returns Skewed To Underperformance
• Municipal CEF Update: Valuation In The Sweet Spot
• UTF: +8% Yield From Mission-Critical Infrastructure
• INDY: Indian Equities Are Not Slowing Down After A Monster Q2 Rally
• SHYD: Short High Yield Muni ETF, Uncompelling Value Proposition
• VV ETF: Rate Hikes Worsen The Outlook For Large Caps
• The Predictive Power Of The Yield Curve
• Healthcare Stocks Offer A Prescription For Resilience Plus Growth
• Diversifying Equity Income Portfolios With VIX Carry
• Is The 60/40 Portfolio Dead?
• Electric Vehicles Rebounding As Sales Surge
• FLRT: Little 9% Yielding Gem From Pacer
• Running Of The Bulls
• Comparing Defensive Factors In The Recent Market Environment
• PFL: A Solid Bond CEF For Income, But It Isn't Cheap
• SDHY: Improving Distribution Coverage And Trading At A Deep Discount
• NIE: Tech Weighting Could Be A Problem, But It's A Solid Fund
• CIBR: Cybersecurity Stocks Rallying Into Earnings Season, Improved Momentum
• AVES: One Of The Best Among Peers, But Beware Of Geopolitics
• EZA: Avoid The ETF And Focus On Stock Picking
• BIGZ: It's Too Soon To Judge Yet
• An Investment Truth That Endures Every Market Cycle
• SPYG: Strong, But SCHG Seems The Better S&P Growth ETF
• AIF: 11% Yield From This Loan CEF, On Top Of The Discount
• Crosswinds - Weekly Blog # 794
• SQLV: Strong Factor Mix Overshadowed By Liquidity Nuances
• QQQ Looks Set For A Correction
• CEN: Some Uncertainty About Upcoming Merger And Disappointing Yield
• DGRW: Dividend Growth Likely To Beat High Yield
• FRDM: Low-Yielding EM ETF Focusing On Right Sectors In Taiwan And South Korea
• GDXJ: Seasonal Risks Ahead, Gold Prices Steady Amid A Soft Dollar
• An Investor's Guide To Ultra-Short Bond ETFs (Part 2)
• AVDV: A Well-Diversified Global ETF Beating Its Peers
• BIZD Can Be A Decent Income Generator If You Are Bullish On The U.S. Economy
• BLOK: Better Than Peers For Blockchain Exposure
• TPHD Vs. PEY: Social Screening With Higher Return But Less Income
• QQQE: Equal Weighted Nasdaq Is An Equally Large Bubble
• FPF: Mean Reversion Potential Is There, Just Not Yet
• XAR: An Excellent Defense ETF To Benefit From A Rejuvenated NATO
• ECF: Attractive Discount And Improving Income-Generation
• ICF: ETF Providing Exposure To Cohen & Steers Expertise
• IBUY: I'd Be Cautious Betting On More Upside Here
• TLTW: Fat Yield And Easily Hedged
• USDU: Unveiling The U.S. Dollar's Comeback Story
• VYMI: High-Yield International Equity ETF, 4.6% Yield, Cheap Valuation
• Global Asset Allocation Viewpoints, Q3 2023 - Time Is Running Out
• BIZD: High-Yield BDCs Are In Favor, Own This Fund For Some Diversification
• SDIV: Only If International Outperforms
• BITO: Finally Attractive Now That It Can Be Hedged Through BITX.
• CEF Weekly Review: (Some) CEF Net Income Turns Negative
• PBP: A Buy-Write Fund With 1% Yield
• SLVO: Converting Silver Volatility Into Yield
• Above The Noise: Making Sense Of A Bizarre Market Cycle
• LSEG Lipper U.S. Mutual Funds And ETPs Q2 2023 Snapshot: Conventional Fund And ETP Assets Under Management Rose In Q2 By A Combined $1.202 Trillion
• Emerging Markets - Brazil Snaps Back
• Introducing The S&P SmallCap 600 QVML Top 90% Multi-Factor Index
• PGP's High Yield Doesn't Offer Much Value
• A Closer Look At Corporate Earnings Season
• QVAL: It Is Now A Contrarian Play To Prepare For A Tech Correction
• Beyond Money Markets: Maximizing Your Cash
• The Power Of A Fund-Of-Funds Approach In Private Markets
• What To Do With Cash Piling Up At The Bank?
• ACV: Attractive Discount And Distribution For This Diversified Fund
• KCE Vs. IAI: Which Capital Markets ETF Is The Better Buy?
• QQQX Vs. QYLG: Which ETF Is Better?
• LABD: 3X Leveraged Inverse Fund In Biotechnology Sector Is Best Avoided
• ENOR: Norwegian Stocks Are Unbelievably Undervalued
• USFR: When Everybody Is Greedy, Increase Your Cash Balance, 5.2% Yield
• Bears Raise Targets, Time We Play Defense
• RA: Favoring Real Assets Over AI, But Credit Risk Is A Problem
• SCHD Gains Momentum As A Strong Buy (Technical Analysis)
• Commercial Real Estate: The New Potential 'Subprime'
• PFFD: Best Among Its Peers Fundamentally, Some Technical Improvements
• Fishtown Capital Q2-23 Holdings Update
• IYLD: Attractive Distribution Yield But Poor Total Returns
• HYGW: This Buy-Write Bond Fund Could Deliver Sustainable Double-Digit Yields
• Fat Pitches And Market Cycles
• PCQ: Not Impressed By Recent Momentum, Cautious Outlook Remains
• VIS: Positive Industrials Outlook But Affected By Size Premium
• PEY Lags Market-Beating Returns Potential
• Schwab U.S. Small-Cap ETF: Poor Risk-Reward Ratio
• A Deep Dive Into ARKQ Buying And Selling In Q2
• VUG: Don't Rely On Recent Performance To Justify Excessive Risk Taking
• India - Prepared For Takeoff
• U.S. Weekly FundFlows Insight Report: Municipal Bond ETFs Record Fifth-Largest Weekly Inflow On Record
• AWF: Global Income But An Unsustainable Distribution
• NRGX: Nothing Special
• VEGI: Agriculture Producers Capturing Several Macro Tailwinds
• JRI: High-Yielding, Relatively Riskier Fund Suitable For The Current Conditions
• Long TSLY And Short TSLA To Benefit From Tesla Bulls' Optimism
• IAT: Regional Banks Breakout, Shares Very Cheap
• FTSL: Unleveraged Floating Rate Loans, 8.4% Yield
• EOI: Sustainable Way To Earn A 7.80% Yield, But Diversify Away From Big Tech
• MOAT: Nothing Better Than A Sustainable Competitive Advantage
• DMO: Discount Narrowing Drives Results
• ICVT And Bond Tactical Allocation
• Diversifying EM Exposure Using WisdomTree Strategies
• BST: A Potential Beneficiary As Technology Turns Volatile
• SVXY: The Short Volatility Trade Is Getting Overextended
• 4 Emerging Market Trends Impacting VWO
• Breaking Down The Basics: EU Taxonomy
• The Markets Speak: The Herding Effect Remains Strong
• Shooting The Warning Shot
• Retirement Passive Income: JEPI Vs. DIVO
• JEPI Vs. FTHI: The More Popular ETF Is The Better Choice
• My $10,000 'Importance' Portfolio: Concentrating The Portfolio For Success
• PPT: Amortizing Return Of Principal Fund
• AOD: Time To Take Some Profits On This CEF
• UNG: Collapsing Natural Gas Rig Count Confirms Supply Crunch
• PFXF: A More Diversified Way To Own Preferred Shares
• Do Financials Have A Role In Sustainable Equity Portfolios?
• URNM: The Uranium Bull Thesis Is Getting Stronger
• PEY: High Yield, Attractive Valuation, Bullish Seasonal Trends Make It A Buy
• The All Duration Roadmap Rankings - July 2023
• LEAD: Brilliant Quality Overshadowed By Valuation, Liquidity Risks
• News From Russia Could Be Very Bullish For The WEAT ETF Product
• BRW: Unique Assets, Variable Distribution, And Selling At A Discount
• EWX: Historically Low-Return Fund Of Small-Caps, Looking Promising Of Late
• First Half 2023 Performance (+46.5% Vs. +7.4%)
• EWZS: Brazilian Small-Caps Warrant Consideration With Cautionary Exposure
• SMHB: There Are Better Ways To Play Small-Caps
• NML: A Solid Midstream CEF For Income
• Which Is The Better Buy: SCHD Or JEPI?
• 3 Floating Rate ETFs For Income Investors And Retirees
• EMLC: Local Currency EM Debt ETF, Worst Fixed-Income Asset Class In Market
• Which Type Of Income Investor Are You? And Why It Matters
• An Investor's Guide To Ultra-Short Bond ETFs (Part 1)
• ITB: Why We Believe It's The Best Homebuilding ETF
• Global Islamic Indices Gained Over 7.5% In Q2 2023, Outperforming Conventional Benchmarks YTD
• RVT: Small-Caps Poised To Make A Comeback, But Industrial Exposure Is Not Ideal
• AVLV: Actively-Managed Large-Cap Value ETF With A Rock-Bottom 0.15% Expense Ratio
• IYH: Healthcare Dashboard For July
• IUSV And IUSG: Value And Growth ETFs Showing Overlap
• Factor Portfolios And Cap-Weighted Benchmarks: Bridging The Tracking Error Gap
• SCHD: Why I'm Buying Before The Tide Turns Up (Rating Upgrade)
• Exploring The Hedged Equity Landscape
• Follow The ESG Leaders
• HJEN: Not Yet A Buy, But Our Preferred Choice To Play The Hydrogen Wave
• IDU: Utilities Dashboard For July
• GUNR: Decent Pick But Lacks Catalyst
• VONG Is A Great Fund That Is Priced For Perfection
• Nasdaq Rebalance Spotlights Risks From Supersized Set Of Stocks
• Equity ETFs Attract Largest Monthly Net Inflows In 8 For June
• CEE: A Strong Bullish Catalyst From A Russian Company
• Outlook: ETF Trends To Watch For In The Second Half Of 2023
• Looking Back At Equity Factors In Q2 2023 With WisdomTree
• RPG: Growth ETF, But Not What You Think
• India Poised To Sustain Growth Despite The Global Slowdown
• Stashing Cash: SHV A Buy As Markets Near Peak Fed Funds Rate
• COWZ: Solid Performance, But Beware The Cyclicality
• Stop Buying SCHD And Start Buying MOAT
• EWI: Italian Stocks Are Positioned For Momentum
• BDJ: Discount Widens For This Attractive Covered Call Fund
• DLY: Declining AUM And Some Risks, But Strong Performance
• CACG: Does This Actively Managed All-Cap Growth ETF Earn Its Fees?
• EWX: Market Diversification And Growth Potential With Commensurate Risks
• IHD: An Appealing Income Emerging Market Alternative
• TSLY: The Wrong Way To Play Tesla
• FIDU: Industrials Dashboard For July
• AOD: Highly Diversified Portfolio, Steady Monthly Payouts, Consistent Strong Yield
• FDIS: Consumer Discretionary Dashboard For July
• Avantis U.S. Small Cap Value ETF Looks Promising So Far
• JPC Is About To Absorb JPS And JPT: What That Means
• Asset Allocation Committee Outlook Q3 2023: Engine Running, Shifting To Neutral
• GVIP: Maybe Useful To Add VIPs During Bull Markets
• RYLD: Imaginary Yield Falls Short Again, Updating Our Trade
• Amplify High Income: 12% Yield With Holdings Including PDI, PTY, OXLC, And USA
• 3 High Performing CEFs At Reasonable Prices
• YYY: Risky, Ineffective Strategy, Declining Share Price And Dividends
• DJIA: Low Implied Volatility Today Makes Call Selling Unattractive
• BINC: New Multi-Asset Fund From BlackRock
• BDJ: A Solid 8% Yielding Covered Call CEF With A Reasonable Expense Ratio
• TLTW: The Safety Of Treasuries With A 20% Yield
• DNP: Top 10 Big-Yield CEFs
• XLF: 2% Rate Cut Could Be A 2023 Black Swan
• Not Too Late To Ride The Bull Market, But Look To Value For Safety
• PFN: Earn Income With This CEF
• IXC: Reasons I'm Taking Some Profits In The Energy Sector (Rating Downgrade)
• FSTA: Consumer Staples Dashboard For July
• KYN: Sub-Par Energy Infrastructure Fund That Lag ETFs
• PJP: Concentrating On Large-Cap Biopharmaceuticals Seems To Be A Bad Strategy
• Why SCHD Should Start Beating SPY Shortly
• WDI And PAI: Attractively Discounted And Delivering Investors Income
• SCHG: Cheaply Priced Expenses, Richly Priced Holdings
• Don't Expect Too Much From YYY
• Vivo: Great Telecom Business, But Not That Appealing For The Long Term
• PPH: Unnecessary Volatility In A Relatively Stable Healthcare Sector (Technical Analysis)
• 2 Cycles Are Worth Watching - Weekly Blog # 793
• VB: Better Than Large Cap
• JAAA: AAA CLOs - Best Risk/Reward In The Income Space
• TLT: A High-Yielding Hedge
• Applying Our Playbook To EM
• USA: Value Tilt Could Cause Outperformance
• TYG: A Few Pluses, But A Historical Underperformer
• July Breakout ETF/ETNs Week 29 - 2023: Strongest Momentum Gainers For Next Week
• XFLT And My Other Top 10 Holdings
• VNQ: Own Diverse Real Estate Without Hassle
• VNQ: Not The Inflation Hedge You're Looking For
• GXG: The Stars Are Finally Aligning For Colombia
• Weekly Closed-End Fund Roundup: PDT Cuts, FSCO Boosts, Some CEFs Getting Bubbly (July 9, 2023)
• DVYE: High Yield, High Risk, Poor Timing
• OEF: Priced For Perfection
• SGOV: Safe Haven And Tactical Cash Holding
• PTA: Attractive Discount With A Brighter Looking Future
• SSPY: Good For Bear Market, A Weaker Play In Recovery
• FIW: Supply Chain, Valuation Concerns A Threat To This Long-Running Water ETF
• VB: Changing My Mind On Vanguard's Small-Cap ETF
• OPP: Avoid This Amortizing Return Of Principal Fund
• CQQQ: Time To Buy The Chinese Nasdaq
• FGB: Basket Of BDCs At A Discount
• XPH: Non-Diversified U.S.-Based Large-Cap Pharma ETF Isn't Very Attractive
• SPLV Vs. LGLV: Another Little Known ETF Bettering Big Brother
• PTF: Technology Dashboard For July
• FMAT: Materials Dashboard For July
• 3 Closed-End Fund Buys In The Month Of June 2023
• CEF Weekly Review: Discount Pro-Cyclicality Is Not Fully Rational
• SPYI: New S&P 500 Covered Call ETF, Strong 12.1% Yield, Good Performance
• JNK: High Yield ETFs Offer Investors A Contrarian Play (Rating Upgrade)
• The Paper-And-Pencil-Only (PPO) 123
• VGT: A Solid Choice For Tech Investors
• USO: Crude Oil Spike Usually Appears At End Of Economic Cycle (Rating Upgrade)
• VUSB: A Trifecta Of High Yield, Low Risk, And Capital Appreciation Potential
• SCHY: International Dividend Equity ETF, Above-Average 3.6% Yield, Strong Dividend Growth
• International Equities Had A Minute, Until They Didn't
• 7 Reasons We End Up With Loser Stocks, What To Do About It
• ETB: 8% Yielding Options Fund
• VWO: Using Strength To Take Profit And Shift To Bonds
• USMV: Too Expensive On Valuation, New Relative Lows Versus The S&P 500
• OEF: Beware The Optimism Priced Into The S&P 100 Uber Caps
• I'm Buying BMEZ As It Trades At 14% Discount To Its NAV
• UVXY: Resist The Temptation To Play For A Rebound In VIX
• QQQE And XLE: Balanced ETF Strategy For The Next Phase Of This Bull Market
• Financials May Steal Technology's Momentum Next
• iShares Frontier And Select EM ETF: Slight Improvement In Frontier Market Sentiment
• IYH: Focus On Pharmaceutical And Managed Healthcare Stocks Is Paying-Off
• IYK ETF: Not The Time To Rotate To Consumer Staples, As Tech Shines
• DGRE Dropped China In 2023
• PTY Vs. PDO: Consider The Switch To The Smaller Premium
• Mythbusting: The 'No Growth In Japan' Myth
• ETO: Solid Global Equities Fund Yielding 7.1%
• Weekly Closed-End Fund Roundup: Saba Continues CEF Battles (July 2, 2023)
• Russell RAFI Index Review Shines Spotlight On Emerging Markets
• What You Don't Know About Index Funds Could Hurt You
• The Top 10 Positions Of My Personal Investment Portfolio And Their Allocation
• KLIP: A Solution In Search Of A Problem
• S&P/ASX All Technology Index Boosted By Tech Turnaround
• U.S. Weekly FundFlows Insight Report: Taxable Bond ETFs And Conventional Funds Attract Net Inflows For The Fund Flows Week
• ETO: Strong Performance And Global Exposure Provide An Income Opportunity
• ARKK: Up 50% This Year, Might Push Higher
• PDBC: DXY Breaks 100, No Big Benefit For Dollar-Denominated Commodities Yet
• PAXS: Investors May Be Too Optimistic About This Levered Bond Fund
• DIVO: Enhanced Yield In A Prudent Manner
• FIXD: Active Fund Outperforming The U.S. Aggregate Bond Index
• NVDY: Generating 50% Yield From Nvidia Options
• BBCA ETF: Structurally Better Than EWC, But Limited Incentive To Go Long Now
• PSCC: Is This Top-Performing Small Cap Consumer Staples ETF Too Illiquid To Own?
• New Germany Fund: Keeping The Faith In This German Mid-Cap Fund
• REMX Could Soar As China Limits Critical Commodities
• FDL: Underperforming In 2023
• VT: The Little Article Of Common Sense Investing
• TSLY: Is It The Ultimate Money Printer?
• CXSE ETF: A Few Greenshoots Amidst The Doom And Gloom
• DOL Has Been Unable To Keep Pace With Inflation
• Fed May Still Lose Its Inflation Battle, Short The Dollar With UDN
• XRT: Why I See An Argument For Taking The Profit In The Retail Sector (Rating Downgrade)
• Mom, You Must Buy SCHD, It's The 'Ultimate SWAN'
• The Korea Fund: Accumulate Following H1 2023 Macro Weakness
• FCG: A Fundamentally Sound Energy Transition Story
• QQQ: This Bull Market Isn't Done Yet
• Half-Time Heroes: Moat Stocks Lead As Second Half Kicks Off
• FMIL: Active ETF Worth Keeping An Eye On
• EUO: In The Event That The Euro Project Enters Terminal Phase
• Asset Class Scoreboard: June 2023
• Could AI Turn EVs Into Money-Making Machines?
• QQQ: Party Like It's 1999
• QDPL Could Be Better Than JEPI In Some Ways
• RSP: Time To Reduce Exposure To The Tech Bubble
• Navigating AI Investments: Diversification And Valuation Within The AI Theme
• VCIF: The Type Of Surprise You Do Not Want From A CEF
• SVOL: Market Risk Perception Too Low Compared To Economic Reality
• Lose Money Slowly With SCHD ETF
• CEF: Gold And Silver Bullion At A Yummy Discount
• FXI: Making The Bullish Case For China
• DNL: Better For Total Return Than Dividend Growth
• PCN: A Very Good CEF For Income, But The Market Is Overvaluing It
• Build Portfolio Wealth With Total Return Value Investing
• KBWD: This 11% Yield Is Not Worth The Risk
• AOR: Fed Is Still Hawkish
• OCCI: 26% Yield, But OXLC Might Actually Be Better
• PTA: Sticking With This 9.4% - Yielding CEF For Preferreds Exposure
• CSQ: Strong Track Record With An ~8.5% Distribution Yield
• FLTW: Too Much Optimism, Too Little Risk Priced Into Taiwanese Equities
• RSP: The Market's Rally Has Been Concentrated, Move To Equal-Weight
• IYK: Staples Priced To Near Perfection, Neutral Technical Signals
• Three ETFs: One High-Yield, One Dividend Growth, And One With A Decade Of Market Beating Returns
• RIET: It's Too Early To Tell Where This Is Going
• Rotation Preparation: Why QQQ Outshines SCHG
• Towering Tech
• CPI Cools Off, Stocks And Bonds Rally, SPAB A Buy Amid Strong Real Yields
• DES: With Price Weakness, Is This 3% Yielding Small-Cap Dividend ETF A Buy?
• Will Other Major ETFs Decrease Their Holdings Of Top Stocks As QQQ Is Doing?
• The Schwab U.S. Large-Cap Growth ETF: A Fund Lacking Diversity That Is Not Well-Positioned
• How To Find Market-Beating Trade Ideas
• VBR: Facing Headwinds But Potential Likely Ahead
• QQEW: Special Rebalancing May Spur Outperformance Against QQQ
• Tradeweb Exchange-Traded Funds Update - June 2023
• SWAN: Duration Risk Not Well Advertised
• VBR: Value Over Growth? The Bitcoin Effect
• Global ETF Market Facts: 3 Things To Know From Q2 2023
• TAN: Best Renewable Electricity ETF
• Technology Advancements Driving Opportunities In Health Care
• RSF: Share Repurchases Trying To Dent The Discount
• NXG: Interesting Play On Traditional And Renewable Energy While Earning Income
• XLY: Here Comes The Consumer From Behind - But Not For Long
• 2023 Russell Reconstitution Recap: The Key Takeaways
• CSHI: Simply Better Than JPST
• IXJ: Potential To Generate Steady Price Growth Over The Long Run
• SOXX ETF: China's Ban On Critical Metals Could Backfire
• SPMB: Purchase Agency MBS Bonds To Ride Out The Recession
• VBR: Small-Cap Value Turns Higher, Remains An Effective Long-Term Core Holding
• Nuveen Senior Loan CEFs To Merge
• CORN ETF: The Impact Of Ukraine/Russia Conflict, Drought And More
• IRBO: Diversified Portfolio At A Reasonable Cost, A PEG Under 2 To Boot
• CURE: One Of Those Rare 3x Leveraged ETFs That Has Delivered Long-Term Returns
• FLBR: Time To Look At Brazil Again Ahead Of A Likely Monetary Policy Pivot
• Stock Risk - Does It Decline Over Time?
• QQQ: The Historic Magnificent Seven Rebalance
• MEGI: Discounted Infrastructure Portfolio Yielding 9.6%
• DGRW: A Strong Blend Of Capital Appreciation, Stability, And Dividend Growth
• SMH And SOXX: Semiconductors Are Pricing In Too Much Optimism
• JEPQ: No Longer The Right Time To Be Aggressive
• HYGV: Over 8% Yield, Strong Dividend Growth
• Latest Memo From Howard Marks: Taking The Temperature
• Sector BPI Investing: A Contrary Investing Model
• PBW: Winning The Green Jackpot?
• ILCG: Growth Equities Fund, Getting Stretched
• India's Digital Gold Rush: The Rise Of Digitization And E-Commerce
• AI Alone Won't Magically Unlock Earnings Power
• PKB: For Homebuilders, Supply Tailwinds Outweigh Affordability Headwinds
• Investing Beyond The Headlines Q3 2023 Equity Outlook
• A Sharper Lens - Factors And Sectors
• Blackstone Secured Lending: A Superior 11% Yield
• U.S. Weekly FundFlows Insight Report: Money Market Funds Report First Inflow In 4 Weeks
• ITOT: Here's What You Sacrifice When You Buy The Total Stock Market
• CNYA: The Long March Of 2023
• FCO And BWG: A Swap Opportunity Presents Itself
• The UUP ETF And The U.S. Dollar: Poised For A Rise Amidst Market Volatility
• PDT: Income And Gains Potential Means A Lot To Like
• EPHE: More Headwinds On The Horizon
• FHLC: Long-Term Growth And Stability Make Healthcare A Low-Volatility Bet
• ARKK Vs. STMZF In The Age Of Money Printing
• VGLT: Long Bonds Near Key Support, ETF A Hold Ahead Of Key Data
• VOOV: A Good Value ETF Despite Methodological Shortcomings
• RISR: A Performing MBS Fund In A Highly Volatile Market
• DBMF Should Only Be Seen As A 'Hedge Play' In Your Portfolio
• Retro, Forward, And Cycles - Weekly Blog # 792
• The Case For Passive Tech Investing
• PAK: Structural Issues In Pakistan Continue Despite IMF Bailout
• Senior Loans (BKLN) Vs. High-Yield Corporate Bonds (HYG), Which Is Best For Income Investors And Retirees?
• XLK: Technology Leadership Appears To Be Ending As Risk-Off Momentum Builds
• Passive Indexing Alternatives | Part 2: Own High-Quality Stocks
• The Meaning Behind The Mean
• Forensic Value Mid-Year Selections: Highest Positive And Negative Scoring Stocks For July 2023
• SQQQ: Eyeing A Tech-Led Dip As Q3 Is Off To A Soft Start
• BGT: Amortizing 'Return Of Principal' Loan Fund
• My Top 3 ETFs As We Likely Head Into A Recession
• PGJ: Keeping The Faith In This Oversold Chinese Consumer Tech Play
• ETW: Attractive Discount For This Global Fund
• SPXL And UPRO: Interest Rate-Dependent Drag On Leveraged ETFs
• Top Piotroski-Graham Long-Term Value Portfolio: 2023 Returns +32.6% YTD With New Semi-Annual Selections
• JEPI: 10.6% Yield, Play With House Money
• SPLV: Slowing Down Entering The Potential Storm For Stocks Ahead
• FIDI: Unconvincing International ETF
• FHLC: A Stable Portfolio Of Healthcare Stocks Delivering Strong Returns
• URTH: Developed Markets Are At The Goldilocks Interlude
• PALL: Palladium May Be In Terminal Decline
• DUSA: Tilting Toward A More Skeptical View Owing To Performance Nuances
• DLS: Attractive Valuation And Yield, Average Performance
• TSI: Time To Buy Mortgages
• DAX: Still An Inexpensively Priced Play On The Resilience Of German Large Caps
• ETF Reliable Retirement Portfolio: 2023 Update And Second-Half Investment Outlook
• SCHD: Time To Dump Dividend Stocks, Pile Into Treasuries Instead
• I Became A Millionaire With Patience - You Can Too
• JPST: Currently An Inferior Choice To SGOV
• Billionaire Bill Gates Really Likes Farmland
• SVIX: Time To Take Profits
• CNYA: China May Be Headed For A Lower Growth Regime
• VIG And MOAT: Gold Standard World Beater Blue-Chip ETFs
• QQQ: Prepare For A Steep Decline (Rating Downgrade)
• GUT: Pay A Dollar For 50 Cents
• The Four Horses For Portfolio Gains In 2023 H2
• The Month In Closed-End Funds: June 2023
• HYEM: 9% Yield From Emerging Markets Debt
• ARK Innovation ETF: Cathie Wood's Casino
• SPXS: It's All About Timing
• Tech Stocks Are Roaring - Why The ARKK ETF Has Been Left Out
• IYT: Likely No Margin Of Safety
• DBC: Bearish Quarter For Diversified Commodity ETF, Bullish Future On Horizon
• JPS: Providing Income To Support Your Lifestyle
• The Coming VIX Spike And The Flight To Safety Trade
• ASG: Growth Equity CEF Set For Weakness
• Starting My Portfolio Share - Q2 2023
• Jobs Market Cools, Countering ADP's Hot Employment Report, SCHX A Hold
• DJD Vs. Dogs Of The Dow
• NAPR: Consider Switching Into NJUL
• VONV: Attractive Valuation, Average Performance
• IFN Vs. WAINX: Comparing Actively-Managed India Funds
• SCHD Vs. JEPI: Totally Different Strategies, But With A Similar Goal
• Both BIL And ULST Deliver High Yield And Low Risk
• July 2023 Perspective
• Rose's Income Garden 80 Stock Portfolio: Update H1 2023 Green With 7 June Raises
• RNP Vs. RIET: I Prefer RNP's Longer Track Record
• SVAL: Is This Small-Cap Value ETF That's 33% Regional Banks Primed For A Recovery?
• SVAL: Lackluster Growth Characteristics, Soft Performance Mar Otherwise Solid Value ETF
• EVT: Earn Needed Income With This High-Yielding CEF
• ETG: Discounted Global Exposure
• Equity Funds Post Their Third Straight Quarter Of Plus-Side Returns For Q2 2023
• PHD: A Laggard In The Leveraged Loan CEF World
• KBWB: Bullish On Banks Before Earnings Season Begins
• Inverse Jim Cramer Strategy - Q2 2023 Update
• KBWB: Stress Test Cleared But Not Out Of The Woods Yet
• UAE ETF: Not The Worst Option Around
• VGSH: Now Is The Time To Own Short-Term Treasury Bonds
• Voya Global Equity Dividend: 9.2% Yield, What's Not To Like?
• UTG: 8.3% Dividend At Risk
• IJJ: A Good All-Purpose Mid-Cap ETF
• UPRO ETF: Leveraged ETFs Performance And Outlook
• RPV: A High-Risk Value ETF Outperforming For 3 Years
• PYLD: A New Actively-Managed Credit ETF From PIMCO
• Passive Indexing Alternatives | Part 1: Hedge Instead Using ETFs Such As VTIP
• CMBS: Better Than MBS On One Hand, Worse On The Other
• RLTY And RNP: 2 Strong REIT Funds, But RLTY The Better Value
• The All-Weather Portfolio: The Good, The Bad, And The Ugly
• PFF: The Preferred Choice For Income Now And Capital Appreciation Potential Later
• Equity Outlook: AI Stars Eclipse Broader Earnings Resilience
• Calamos Investment Team Outlooks, July 2023
• VTI: Total Market Beholden To Tech Bubble
• PFFR: REIT Preferred ETF, Strong, Stable 8.1% Yield
• Fight The Fed... Or Risk Your Account Going Dead
• EVV: High MBS Concentration, Good Choice For Today's Environment
• S&P GSCI Mid-Year Recap And Lithium Added To S&P GSCI Electric Vehicle Metals Index
• BUI: Solid Yield Via Dividends And Covered Calls
• FNDA: Should You Buy This Fundamentals-Focused Small-Cap ETF?
• 3 Ways You're Probably Mismanaging Your Portfolio In July 2023
• ETW: A Unique CEF For Income-Starved Investors
• June AAII Asset Allocation Survey: 13-Month High For Equity Allocations
• FBOT: Fidelity Disruptor Funds Become Active ETFs
• I Came Back From A Trip To Africa With These 3 Timely ETF Ideas
• LIT: Lithium Looks Ready To Get Electric Again
• All-Weather Investing
• MFV: Multi-Asset CEF With A Forgettable Portfolio
• XLG: Richly-Priced Megacap ETF, Buy A Dip For A Better Q3 Risk/Reward Strategy
• DBA As Choices In Agricultural ETF Products Decline
• EPI: A Reasonably Priced Play On The Indian Investment Upcycle
• 8 Ways To Secure Your Future
• IBHD:A Good Place For 8% Yield
• Why I'm Buying DIA This Month Instead Of VOO
• VTI Has Underperformed VOO And This Trend Is Likely To Continue
• Fast And Furious Leveraged ETFs (FAS And FAZ)
• The Fundamental Problem With Preferred Shares And PFF
• HIGH: A Fund That Generates Income From Selling Option Spreads
• ACVF: Conservative Values ETF Beating SPY
• IDX: Turning The Page On Indonesian Equities
• TGIF: Thank God It's (Payday Every) Friday
• Weekly Closed-End Fund Roundup: June 25, 2023
• BITI: Avoid Shorting Crypto As BlackRock And Peers Are Showing Interest
• SMH: Investing In The Semiconductor Ecosystem
• CGDV: An Effective Blend Of Growth And Income For Hedging Inflation
• VGSH: Sub-Par Yields From Inverted Yield Curve
• TIP: Priced For 8% Annual Returns With Limited Downside Risk
• FCO: 50% Downside Is Possible In A Conservative Scenario
• EXG: Great Global Equity Buy-Write CEF, 8.4% Yield
• What The World's Top Investors Are Buying And Selling, The Sequel
• Dirty Trends In Clean Energy, QCLN A H2 Sell
• IYZ Vs. XLC: Comparing Generative AI Strategies Of Main Holdings
• JPXN Is One Way To Gain Exposure To Japan
• BOE: A Solid Income Fund, But Appears To Be Struggling To Sustain The Distribution
• NHS: 2023 Rights Offering Results
• JEPQ Can Continue Higher And Deliver 10%+ Yields
• NEAR: Yield Goes Vertical To 6%
• IIF: Still A Compelling Play On Indian Growth
• USO: Improving Risk Appetite And Backwardation Point To Strong Total Returns
• GER To Liquidate, Voluntarily
• A Rare Opportunity For Retirement Income Portfolios
• IXG: Stress Test Results Pose Good News, But Recession Prospects Stand
• TMFC: How Motley Fool's Analyst-Driven Large-Cap Growth ETF Stacks Up
• PSR And ICF: Active REIT ETFs Are (Also) Not Convincing
• Taxable Fixed Income Funds And ETFs Outdraw Equities On A Net Basis For June
• Riding The TIPS Rollercoaster: SCHP's Bumpy Journey Towards A Potential Rebound
• BND: Preferable To Treasuries As Duration Risk Rises
• AGG And TLT: 2% Rate Cut Could Be A 2023 Black Swan
• XLK: Buy The Bullish Forces (Technical Analysis)
• UTF: Raising To A Buy On Relative Valuation
• PDI Vs. RCS: Where The Spread Is Not Justified
• CGGR: Banner 2023 Amid Growth Rotation, Issues Under The Hood
• International Value Investing Makes A Comeback
• Manufacturing Spending Booms, XME A Possible (Inexpensive) Beneficiary
• ARKW: Tesla, GBTC Boosting ARK's Next Gen Internet ETF, Robust Momentum
• HQH: Deep Discount Presents An Opportunity
• My Income Portfolio: Risk, Volatility And Mountain Trails
• CTR: An Enormous 7.06% Yield At A Cheap Price
• IWM: Small-Caps Likely To Join The Party In A Big Way
• Gravitational Waves And Investing - Weekly Blog # 791
• Healthcare Stocks: Fundamentals Versus Inflation And Regulation
• CANE: The Sugar High Is In
• BME Offers A Good Mix Of High Yield And Market-Beating Total Returns
• KWEB: Regulatory And Political Risks Are Easing
• Detecting Financial Fraud: A Close Look At The Beneish M-Score
• BHK: Declining Assets And Market Seems Overly Optimistic
• SCHD: Tempting All-Weather Income
• SPRE Vs. REET: Sharia Law Screen With REIT Focus
• CLM Only Works If It Can Maintain Its NAV Premium
• Green's Portfolio: 2023 Mid-Year Review
• The 5-Year-Investment Plan, Invested In SPY, Dividend Re-Invested: A Numerical Illustration
• GCOW: Excellent Value And Dividend Growth, But Average Return
• QQQ: Further Upside Is Likely (Technical Analysis)
• KBWY: Risk Of A Dividend Decrease Is Too High
• JEPQ: Striking The Balance And Enjoying 11% Yield
• HYLS: Even With An 8+% Yield, This Junk Bond ETF Isn't Worth It
• GUSH: More Than Double The Pain
• HEQ: Weak Equity CEF Cutting Its Distribution
• H1 2023 Portfolio Review - Revenge Of The Mega Caps
• Franklin FTSE Mexico: A Lower-Cost Mexican Equities ETF
• SJNK: The 7%+ Yield That No One Is Talking About
• Nuveen Short-Term REIT ETF Has Lost Its Purpose
• Harnessing The Benefits Of Total Shareholder Yield With SYLD
• DSL: Fully Covered Distribution But Amortizing NAV; Avoid
• JEPQ: Growth Stocks Up, VIX Down, I Am Out
• DPG: The Big Cut
• FTF: Avoid This High Yield CEF
• XLRE: REITs Get More Interesting As Pessimism Persists
• SPUU And Leveraged ETFs: July Drift Dashboard
• SPLG: S&P 500 Dashboard For July
• XLK: 3 Key Industry Trends
• ARKG: Outperforming XBI, Reasonably Valued With Technical Upside Potential In 2H
• The Elephant (SPY) Did Stand
• IAK: Favorable With Belligerent Economy In The Face Of Rate Hikes
• AOA: Diversified But Not That Safe In A Rate Hike Environment
• CEF Weekly Review: Analysis Mistakes Can Lead Investors Astray
• SVOL: Shorting Vol Still Works In Low Vol Environment
• My Current View Of The S&P 500 Index: July 2023 Edition (Technical Analysis)
• FLJP: BOJ Delaying Tightening As Long As Possible
• XBI: A Vehicle For The Transformative Benefits Of Artificial Intelligence Within Biotechnology
• AI And Robotics Are The Future Of Food
• Surprise - An AI Fund Where Nvidia Is Not Driving All The 2023 Performance
• No FOMO For Core Investors
• Corn Belt Drought Elevates Summer Volatility
• SARK Has Reached Very Interesting Prices Again
• DAPP: Crypto Upside Unsustainable When Compared To Tech
• Stocks Surge In June, All Sectors Positive, VTI Now 19x Earnings
• A Less Risky And Diversified AI Play Breaking Out: AIO A Buy
• 12% Portfolio Yield And 10% Income Growth With Oversold Purchase Strategy
• CGDV: Valuation, Quality And Performance Are Promising
• ARGT: Argentina Shows Meaningful Potential
• DNP Vs. UTG: 2 Solid Long-Term Infrastructure Income Plays
• iShares MSCI Chile ETF: Diversification Benefits Emerging
• FVAL: Smarter Than Most Value ETFs
• Q2 Coverage Round-Up: Top Picks For Q3 And Beyond
• HACK Vs. BUG: What To Look For When Comparing Thematic ETFs
• FFC: Understanding The Plunge, Staying On The Sidelines
• VIG Vs. SMDV: Going Small Poor Choice In Dividend Growth World
• XYLD: Why Covered Calls On The S&P 500 Is A Bad Strategy
• GURU: Tracking Hedge Fund Gurus To Underperformance
• MOAT Delivers Quality With A Forward-Looking Edge
• ETY: Buy-Write CEF Killing It This Year, Up +16%
• JEPI Investors Should Consider Adding JPIE To Their Portfolio
• How I'm Implementing My Dividend Growth Strategy Today
• U.S. Weekly FundFlows Insight Report: Equity ETFs Attract Net Inflows While Conventional Equity Funds Suffer Redemptions
• UIVM: Japan-Heavy Value And Momentum ETF Underperforms
• VMBS: Agency Mortgages, A Top Idea From JPMorgan
• HPI: 9.9% Yielding Preferred Fund
• DFIV: Decent Yield And Strong Price Growth For This Newly Listed Ex-U.S. ETF
• PHK: The Risk-Reward Still Doesn't Excite Me
• DIV Vs. SPHD - Battle Of The High-Yielding Low-Vol Space
• PID: More Of A Canada Dividend Fund Than International
• ACP: International Exposure With A High Yield
• VDE: Compelling Reasons For A Floor In Crude Oil Supporting Petroleum Stocks
• There Is No Melt-Up In Dividend Stocks, Yet
• BOTZ And UBOT: Opportunistic Investments In AI Trend (Technical Analysis)
• Sell THW, Buy XLV Or THQ
• SPHQ: Strong Risk/Reward Ratio Beats The S&P 500
• UNG: Coming Rise In Natural Gas Prices
• DIV: Concerning Performance Attributes
• FIF: Solid Discount For This Diversified Infrastructure Fund
• XSD: A Chip ETF That Has Exceptional Long-Term Growth Potential
• DGRO Vs. SCHD: The 2 Best Dividend ETFs For 2023
• VXX: An Inefficient Hedge
• PIMCO CEF Update: Is A 20% Premium Too Rich For PTY?
• QQXT ETF: Well Positioned As Generative AI Diffuses Throughout The Economy
• Treasury ETFs: You've Got Nowhere Else To Go Now
• VanEck Vietnam ETF: Unsteady Macros, But Risk-Reward In A Better Place
• QQQ: Bond Market, Stress Tests, And Powell Comments Suggest Rally Has Legs
• HQL: 13% Discount Creates An Opportunity
• HTD: Serviceable Utilities-Focused Equity Fund
• SOXQ: Large-Cap Semiconductors Defying Industry Headwinds
• Can The Elephant Stand, Walk, Run, Jump, And Fly?
• IYR: Does Not Deliver Growth Despite Steady Yield
• BUZZ Investing: AI Stocks Are Saving The Market
• GDX: Crash Risks Rising As Cash Crunch Intensifies
• Investment Implications Of Generative AI
• HYT: Wait For Price To Drop Before Buying In Due To Risks
• Going For Profitability In The Second Half, EPS Is A Buy
• Senior Loans On Sale For 80%; 'Double Discounts' On Closed-End Funds Like AFT And BGX
• JRO: Potential Merger Arbitrage Opportunities
• HTD: Income And Growth Potential
• TQQQ: Be Careful With Too Much Leverage After The Run-Up In The Nasdaq
• SCHE: Attractive Valuation But Exposure To China Is Way Too High
• FXY: Government Officials Warn Of Intervention; Take Profits
• GLD: It's Time To Be Fully Invested Again
• FTEC: A Tech ETF To Capitalize On Bull Market
• Value Vs. Growth: Does The Leadership Of The Magnificent Seven Make Sense?
• VUG And VTV: How To Beat The Market With Vanguard's Growth And Value ETFs
• GURU: Equally Weighted Hedge Fund Darlings Underperform
• CIK And DHY: Why These Corporate Bond CEFs Belong In Most Income Portfolios
• U.S. Global Jets ETF Soars On Strong News From Delta Air Lines
• XYLD Keeps Grinding Higher In 2023, Delivering 11% Plus Yields
• PDI: How Good Is This Juicy 14% Yield?
• VCSH: A High-Yield Haven For Riding Out The Recession
• UTWO: Constant Maturity 2-Year Treasuries
• Invest Like The Best: 2 Buffett-Style ETF Bargain Buys
• DGRO: Good Dividend Growth ETF, Lackluster 2.4% Yield
• QYLG: Performance Based On Capital Appreciation And Yield
• HACK: A Cybersecurity ETF That Has Likely Bottomed Out
• Is The Traditional Cap-Weighted S&P 500 Index ETF Better Than Its Equal-Weighted Counterpart?
• FTEC: Expensive Valuation After Rally In H1 2023 (Rating Downgrade)
• VTIP: Inflation-Indexed Bonds Have Never Been More Attractive
• ETFs, Electric Cars And Market Cannibalization
• Chart Of The Week - The ETF Bull Market Is Still Early
• DFP: This Excellent Income CEF Is Selling At A Discount
• EWZ ETF: Brazil's Valuation Is Downright Compelling
• GLTR: Time To Add To Precious Metals Positions
• QQQ: The AI Bubble Burst - The Peak Was Likely On June 15th
• Nicholas Ward On Preparing For A Bear Market
• What's Causing The Drop-Off In ESG Mixed-Assets Flows?
• IWS: Diversified Mid-Cap Value ETF Suitable For Long-Term Growth Investors
• IGV: Vigilance Required As Technology Speculation Worsens And Rallies Continue
• HLAL Vs. VOO: Another Shariah ETF Beating An Unrestricted Large-Cap ETF
• I Won't Buy XLY Now, As Mediocre Performance Expected
• SPGP: This S&P 500 GARP ETF Indicates Growth Stocks Are Overvalued
• VXUS: 3 Key International Equity Trends
• VRIG: Simple Has Worked In 2023
• Is China A New Sustainability And Healthcare Leader?
• It's A Bull Market - Now What?
• Bubbling Up: Wall Street's Tulip Trade
• Closed-End Funds: A Look At The DoubleLine Trio
• Growth Funds Dominate First Half Performance But Lead In Outflows
• U.S. Weekly FundFlows Insight Report: Sector-Financial/Banking ETFs Log Second Largest Weekly Inflow This Year
• Going Back To Base
• NTSI: Interesting Global Equities Fund With An Overlay Strategy
• IYG: Capitalize On Large-Caps As Banking Concerns Ease
• DTD: A High-Quality, Dividend-Focused ETF Outperforming SCHD YoY
• UCO: Re-Establishing Our Bullish View On Crude
• MOON: An ETF To Avoid
• URA: The Bull Case For Uranium Glows Brighter
• FDRR: This Dividend Strategy Looks Good On Paper
• SMDV: High Quality Small Cap ETF
• Stop Trading Stocks And Own These Instead
• SCHD Is Too Popular, I Prefer Lesser-Known DJD
• PXJ: Championing The Underdogs Might Be A Misstep
• DTH: Valuation, Return And Distribution Metrics Are Unattractive
• Equity CEFs: What Kind Of Madness Is This? Sell GGT, Buy NBXG
• THQ: Watch Out For The Merger
• EWJ: The Nikkei 225's Resurgence Can't Save Japan
• 5 Best CEFs To Buy This Month (June 2023)
• FTCS: How This Capital Strength ETF's Fortunes Improved
• AOM: Multi-Asset Class Index ETF, Better Choices Out There
• TLT: Seizing The Equity Rally - Gradually Extending Duration With Long-Term Treasuries
• IWM: What Happens Next To Small-Caps Is Critical To Bulls And Bears Alike
• QQQ: Why I Sold The AI Hype Bubble
• IGLD: Intriguing High Yield From Unproductive Gold
• IWY: Solid Performance At A Valuation Premium
• The S&P 500 Index: Are We All The Blind?
• IAI: An Attractive Option In A High Interest Rate Environment
• FTXO: An Underperforming Banking ETF With Attractive Yields
• SH: Time To Start Hedging
• EMQQ: Plenty Of Untapped Potential In E-Commerce, But Emerging Market Risk Stands
• KLIP: Selling Expensive KWEB Options Is An Appealing Strategy
• EWY: Layers Of Concern
• EDEN: Quality At A Price
• QYLD: 12% Yield, Monthly Payer, And Outperforming Alternatives
• EWS: Singaporean Equities May Be Poised For A Reversal
• EWG: Look Past The German Recession Fears
• HYS: The Junkiest Of Junk Bond ETFs
• QYLD: What Did I Get Wrong
• SPUS Vs. SPY: Sharia Screens Benefit Investors
• GOVZ: Aggressive Duration Play, A Bet On Long-Term Rates
• IUSG: You Should Accumulate On Any Share Price Weaknesses
• Why Have QYLD And Other Covered Call Funds Underperformed YTD?
• PSCE: A Paradigm Shift
• Should You Hedge Via HDGE? We Think Maybe
• KBA: Cashing In The Chips On China
• CEF Weekly Review: Watch Out For CEF Triple Whammies
• HYG: Impending Collision With The 'Great Wall Of Corporate Debt'
• SPYD's Underperformance Explained
• LQDH: Interest Rate Hedged Investment-Grade Bond ETF With A Solid And Growing 5.4% Yield
• Emerging Markets Remain Challenged, Watch Out For Q3 Volatility In IEMG
• IGSB: Salient Risk-Return Metrics Are Starting To Align (Rating Upgrade)
• Weekly Closed-End Fund Roundup: June 11, 2023
• Do Dividend ETFs Produce Better Total Return Compared To SPY?
• BGB: Floating Rate Exposure On This Deeply Discounted Term Fund
• IWD: A Well-Diversified Value ETF With A Few Weaknesses
• FAN: The Wind Energy Slump Appears To Be Over, Time To Tap In
• PULS: High Yield, Low Risk, And Potential Capital Appreciation
• SOYB: The Long And The Short Of It
• JQUA: A Good Alternative To QUAL
• DBA: Alternative To WEAT
• Retire With Passive Income: SCHD Vs. SPYD
• EDV: Long-Term Bullish But Near-Term Risks Rising (Rating Downgrade)
• DGRO: A Buy For Long-Term Income Objective (Rating Upgrade)
• FTSM: Not Compensated For Credit Risk
• USHY: Credit Spreads Low Given Recession Risks
• VOO: Rising Bond Yields Suggest 25% Earnings Decline By Early 2024
• SLVP May Not Perform Well Amid A Gloomy Silver Outlook
• TMV: Peak Rates Are In, Sell It
• To Capture A Value Rotation Make Sure You Have Value Exposure
• EWU: The Entire United Kingdom Is In Trouble
• EPP: Pacific Ex Japan ETF With Consistent, Decent Yield, Nothing Exciting
• ALTY: 7% Yield ETF Beating Competitors, Yet Unattractive
• Equity CEFs: I Continue To Add To DPG
• SPFF: Erosion Goes On, So Does Inflation
• Commodities Trying To Rally Amid Bearish Global Growth Trends, DBC A Hold
• VYM And QQQM: A 2-ETF Combo That Offers Market-Beating Potential
• QYLD: Tame Implied Volatility, Not Much Call-Selling Income To Collect (Rating Downgrade)
• SCHG And SCHD: Is This 2-ETF Portfolio The Ultimate Growth And Value Combination?
• HYMB: It's Not The Time For Junk Munis
• BOND: Peak Rates Suggest Positive Performance
• VTIP: 2.6% Real Yield Is Exceptional Given The Alternatives
• FLJH: Japan's Winning Streak And The Warren Buffett Effect
• Navigating Challenging Times: AI's Rise Provides Unprecedented Opportunities For Venture Capital Investors
• HEQ: Deep Discount On This Low Beta Fund
• FTXL: An ETF To Play The Nvidia Effect
• FXO: Leverage The Equal-Weighted Strategy Amid Low Consumer Sentiment
• How To Surf The Turbulent Market With The Dual Control System
• Sustainable Alternatives
• IDV: Still The Best Option For Income Protection
• SPHD Remains A Subpar Investment Opportunity
• OARK: Beware Of The Risk Of Double Active Management
• PICK: Rising Global Demand For Materials Creates Opportunity For Long-Term Investors
• SPHB: Extra Returns When Timed Properly
• Investors Rediscover The Importance Of Getting Paid Back
• MOTI: Ex-U.S. Moat Stocks Under-Deliver
• QQQJ: Interesting Idea That Doesn't Hold Up
• Market Neutral Investing In A New Regime
• Pershing Square Holdings: Unloved Deeply Discounted Value Proposition
• EDV: Income Investors Should Continue To Accumulate (Rating Upgrade)
• HYD: High Yield Munis Have A Path To Go Higher
• SPHB: Time To Sell The S&P 500 High Beta Components
• S&P 500 Could Slide To 3,000, SPXT An Escape Hatch
• How Nvidia And Microsoft Stocks Correct
• Why Passive Buy And Hold Might Be The Graveyard Of Investing
• MUB: For Those In High Tax Brackets, Consider This Before The Recession
• AVIV: International Equity ETF For Long-Term Growth-Seeking Investors
• REK: With REITs Looking Awful, This Little ETF Is A Hidden Gem
• Sustainability Within The Modern Commodity Allocation - The S&P GSCI Light Energy Climate Aware Is Launched
• HYDB: 8.6% Yield From A Defensive High Yield Fund
• COWZ June Reconstitution Update: 18 Substitutions, 12x Forward P/E, High Quality Remains
• Opening The Books On My 65 Stock Portfolio
• Risk-Off Through Trimming Core S&P 500 ETF
• OARK: A New Enhanced Yield Play On The ARK Innovation ETF
• WKLY: Get Paid Every Week
• PCEF: Is It A Good Time To Enter This CEF Aggregator? We Think Not
• TUG: Not Delivering On Its Promise
• SPY: Protect Against Surprises During The Bear To Bull Market Transition With This Strategy
• ACP.PA: This CEF Debt Slice Could Be Attractive At Yields In Excess Of 6.5%
• My $10,000 'Importance' Portfolio: The Start Of A New Series
• KBWR: Capital Appreciation May Have Taken A Backseat To Dividends
• VIG: Better Downside Protection To The S&P 500
• COPX: The Copper Squeeze Is Only Getting Started
• Surfing The Waves Of Oilfield Services: A Deep Dive Into OIH
• CTA: Diversified Strategy To Hedge For A Recession
• DLN: Investors Are Better Off Investing In The S&P 500 Index Funds
• Reverse Splits Are Back In Fashion And Why That Could Be A Bad Sign
• GUG: Discount Remains Attractive For This 'Active Allocation' Fund
• XLC: The Right Option For Potentially Lofty Returns In Bull Run
• VAW: Fairly Valued After Recent Losses
• Brazil Breaks Out: Spotting A New EWZ Uptrend
• RYLD: VIX Index Suggests It Is The Worst Time To Sell Options In Years
• GREK: Still Cheap With Multiple Catalysts In The Pipeline
• GREK: A YTD Olympian, Eyeing More Gains Ahead
• VIG: Dividend Growth And Compounding For Long-Term Investors
• THQ: Deep Discount Available On This Healthcare Fund
• VIG: Capture Growth, Value, And Quality With Vanguard's $68B Dividend Appreciation ETF
• KMLM: Useful As A Portfolio Diversifier
• NORW: Skip Norway Ahead Of Further Monetary Tightening
• DPG And DNP: Big Distribution Cut From One, Warning For The Other
• XLI: The Big Short Bet On Industrials
• 3 Reasons USIG Is Better Than LQD
• AWP: Distribution Cut Coming, Here Are Better Choices
• RING: Gold Has Decent Fundamentals
• HYBB: A Risk-Return Sweetspot
• The Stock Market's Big Question
• VCR: Consumer Discretionary Dashboard For June
• OIH: Energy Service Stocks Attractive On Valuation, Uptrend Holding
• The Permanent Asset Allocations: Is It Working Out For You?
• CLOZ: Attractive Yields Based On Historical Default Rates
• VYM: The Wrong Place At The Wrong Time
• FUTY: Utilities Dashboard For June
• Digital Assets: Correlation Revisited
• LQDH: Credit Spreads Probably Too Low
• CII: Solid Results For This Covered Call Fund
• QABA: Diversified Portfolio But Community Banks Exhibit Slow Growth
• DBB: A Shining Opportunity Amid China's Economic Recovery
• WCLD: A Storm Brewing For Cloud Stocks
• IVOL: A Great Way To Hedge Rate And Equity Market Risk
• UUP: Downgrade To Hold On Diverging Monetary Policies
• Rotation To Duration: Seeking A More Resilient Portfolio
• How Derivatives Impact The Crypto Markets
• VDE: When The Recession Hits, You Don't Want To Be Here
• Game Over For Bulls? Unveiling The Bearish Thesis On ESPO
• VOO: Stick With The Program
• XLU And NextEra Energy: Still Too Early To Buy The Utilities Sector
• The Magic Of Compounding
• VOO: Why Buying Over $400 Is Still A Good Idea For Long-Term Investors
• ICLN: Bad Performance With Potentially Worse Outlook
• The Fed Is Bluffing And Rates Are Likely Headed Lower: SPY Implications
• Strategies For Managing Your Excess Cash Like A Pro
• ICAP Vs. SPYV: Comparing Large-Cap Value ETFs
• IYM: Materials Dashboard For June
• CDC Vs. SCHD: Comparing Downside Protection To Upside Maximization
• MJ: I Have No Conviction In Cannabis Penny Stocks
• AMLP: Wait Until Magellan-ONEOK Deal Resolution Before Buying
• MUB: Muni Bonds Still A Reasonable Alternative (Upgrade To Buy)
• PBE: Healthcare Dashboard For June
• CEF Weekly Review: Is A Net Income Snap-Back In The Cards For CEFs?
• DGRW: The Only Dividend Growth ETF That's Outperforming The Rising S&P 500
• S&P 500 Nears 20x Earnings, VOO A Hold As Alternatives Beckon
• SPVM: Value And Momentum Mix Could Disappoint
• Don't Be A Perma-Bear And Keep Missing Out
• GDX: Sound Leverage To Gold/Silver, With Money Flows Turning Higher
• NUSI: Positive Surprise From Megacaps; Dotcom Redux?
• Investors Should Not Live In Fear Of A Recession
• ICF: Steady Yield But Struggling To Gain Traction
• A Credit Event Is Coming That Will Shock The Nouveaux Bulls
• SPDW: Growth Profile Not Attractive
• FEZ: European Equity Index ETF, Cheap Valuation, Strong Momentum
• We Are (Almost) All Investing Incorrectly
• HYGV: Smart Beta High Yield Fund
• MGK: A Solid ETF To Capitalize On Bull Run
• UNG: Hot Weather From El Nino Expected To Boost Gas Demand
• XNTK: Technology Dashboard For June
• JEPI Vs. DIVO: One Is The Ultimate High-Yield Retirement Dream ETF
• Alternative Allocations: The Growth And Diversification Of Secondaries
• IUSV: Growth Is Still A Better Choice
• Fund Of Funds - When Simple Isn't Better
• BSV: This Bond ETF's Risk-Reward Ratio Makes It A Sell
• The Fed's Wind Down Favors EM Bond Duration?
• Conventional Fund Investors Sell In May And Go Away
• RWR: Yield And Liquidity Bring Stability Amid Market Challenges
• IJH: Valuation Not Expensive
• BOIL: Boiling From El Nino
• Everything Coming Up Roses For EWW, Mexico Stocks Are A Buy
• SPY Triggers Our Buy Signal, But Apple Does Not (Technical Analysis Upgrade)
• VGT: Tech Sector Valuation Premium Approaching 2000 Bubble Peak
• Never Short A Dull Market, Never Short A Mania, And Never Short Nvidia
• KXI: Consumer Staples Dashboard For June
• ASGI: Non-Leveraged Infrastructure Fund At A Deep Discount
• EXI: Industrials Dashboard For June
• VFH: Low Contagion Risk And Earnings Growth Could Drive Shares Higher
• TSLY: Beware Extremely High Distribution Yields
• QDIV Vs. SCHD: Comparing 2 Quality-Focused Dividend ETFs
• PP Vs. SPY: Different Approaches To Large-Cap Investing
• XSW: A Distinguished Equal-Weighted Software ETF
• SGOV: This Ultra-Safe And High Yield ETF Belongs In Most Portfolios
• Jury Is Still Out On TSLY
• The 'High-High-Low' Closed-End Fund Report, May 2023
• SPY: The Fed Is Likely To Cap The Bear Market Rally
• XRMI: Risk Managed S&P 500 Return, Not Worth The Trouble
• USMF: Excellent Quality Holdings, But Performance Disappoints
• IXN: Upside In Microsoft And Apple Drive This Fund's Growth
• U.S. Weekly FundFlows Insight Report: Nondomestic Equity ETFs Attract Their Largest Weekly Net Inflows On Record During The Fund-Flows Week
• The Quality Closed-End Fund Report, May 2023
• Biotech Continues To Struggle Against The Broad Market, IBB Remains A Hold
• XLB: A Right Time To Buy With Long-Term Investment Horizon
• BND: Why The 'Debt Deal' Could Be Very Bearish For Bonds
• Russell Reconstitution, Volatility And Strategy Benchmark Indices
• REM: High-Yielding MREIT Fund Suitable For Income-Seeking Investors
• FXC: Canada Has Potential As China Looks To Expand Its Influence
• KRE: Why Were Regional Banks Hit So Hard By Higher Rates?
• NOBL: Good Idea, Bad Approach - 5 Factors That Could Improve Results From Dividend Aristocrats
• Pump Or Dump? Understanding The Potential Of FILL ETF In An Unpredictable Oil Market
• 3 Closed-End Fund Buys In The Month Of May 2023
• JEPI Or JEPQ: A Better ETF To Own For Monthly Income
• PFF: Largest Preferred Shares ETF, Uncompelling Value Proposition
• The Markets Speak: Understand The Herding Effect
• FREL ETF: Just Hold On A Bit Longer
• iShares MSCI Ireland ETF: Important Themes
• Can Hedged Equity Complement The 60/40? 2022 Says 'Yes'
• FLIN: Poised For Outperformance As Indian Growth Gains Momentum
• How AI Is Advancing The Energy Transition
• REM: I Don't See The Appeal In This Underperforming Fund
• Help Wanted: Why Smart Companies Recruit For Diversity
• USFR: Buy On Higher For Longer Short-Term Yields
• KSA: Positioned To Outperform Other Emerging Markets
• JNK: Time To Dump Your Junk
• H1 2023 Saw Narrow Equity Market Leadership... So What?
• The AI Foreshock - Evaluating Potential Winners And Losers
• SPY: Moderate Gains In Store?
• LQDW: Appreciated Addition To The Buy-Write Arena, Sell On Lower Rates
• INDS: Future Growth Prospect Of Industrial REITs Makes This ETF Attractive
• MCHI: Buy On Potential Chinese Stimulus
• FINX: Unattractive Dividends May Diminish Popularity Among Investors
• SDIV: Navigating The Dividend Dilemma In A Volatile Market
• ARKF: Up 43% YTD, But Here's Why You Should Sell (Rating Downgrade)
• Barings Corporate Investors: 'The Real Deal' Top Income Fund For Over 50 Years
• IWV: Successfully Met Expectations, Valuation Is Also Down
• European Large Caps Cheap With Bullish Technical Trends, FEZ Still A Buy
• Discover Your Investor Circle Of Competence
• RIV: A Tempting Discount
• ICSH: Cash Parking Pays Almost 5.5%
• SCHD: Unlocking Massive Potential In The Next Rotation
• FBCG Vs. TCHP: Comparing Blue Chip Growth ETFs
• 5-Star Dividend ETFs That Could Change Your Life
• Weekly Closed-End Fund Roundup: BlackRock Senior Loan Boosts, DCF Cuts (June 4, 2023)
• PPLT: Favorable Platinum Outlook But Weak Momentum
• Invesco's Active Approach To Emerging Markets
• China's Easing Is Great News For XLB
• VFMO: Only One Tool In The Toolbox
• Emerging Markets Funds See Top 10 Weekly Outflow On Record
• MOAT: Fortify Your Portfolio With Quality Companies
• CII: Married To The S&P 500 This Year. Will It Last For This CEF?
• IHAK: Cybersecurity And Cloud Security Headed For Strong Growth
• LOUP: High-Conviction Growth Portfolio With Valuation Risks
• NEA: The Leverage Hurdle Was Too High To Climb
• DON ETF: Attractive Valuation, Average Performance
• GLD: A Stock Market Correction Is Needed For This To Break Out
• Sprott Focus Trust: Interesting Portfolio Offering A Managed ~6% Distribution Rate
• XBIL: Constant Maturity 6 Months T-Bills
• SCHV: Well Diversified, But Still Lagging Competitors
• VGT: Low Speculation Numbers Indicate Higher Technology Prices
• The Diversification Myth
• ChatGPT, Can You Pay My Inflated Bills?
• SDIV: 15%-Yielding Dividend Trap
• Stock Ideas After Cooler CPI Report
• MGK: Vanguard's Mega-Cap Growth ETF Is 'AI Heavy'
• FXE: The Future For The Euro Versus The Dollar Relationship
• The Burn From The Churn
• WEBL: Narrow Rally Exposed To Rate Hike Disappointments
• NETL: The Net Lease REIT Bear Market Continues
• OMFL: Top Performing Business Cycle Investing Fund
• VCIT: The Right Bond ETF As We Head Into A Recession
• The 5-Year Investment Plan: Real Time Or Real Money But Not Both
• WCBR: Data Is Becoming More Vulnerable Domestically And Overseas, Calling In Cybersecurity
• USO: Geopolitical Risk Likely To Weigh On Crude Prices
• WEAT: Upgrading To Buy On El Nino Effects
• RIP The 60/40 Portfolio, It's Time Now For Hedged Aggression
• JAAA: Becoming A Powerhouse On The Back Of Higher Rates
• MDA Breakout Strategies: How To Trade For Maximum Returns
• Drilling For Bullish Opportunities With XES
• EEM And Emerging Markets: The Greatest Comeback Since Lazarus Is Coming
• KRE: Regional Banking Has Strong Long-Term Value
• MBB: Worse Than Long-Duration Bonds On Rate-Reversal Speculation
• BBJP: Japanese Loose Monetary Policy Will Likely Not Change
• Tactics And Strategy
• SCHD: What's Driving This Leading Dividend Growth ETF To Underperform?
• QUAL: An Interesting Case Of High Quality But Mixed Results
• SDY: Likely Not Worth The Fee
• HYB: An Attractive Discount On This High Yield Fund
• Why Know-Nothing Investors Obtain Better Long-Term Results
• PFFA For Income And Price Appreciation
• Equity CEFs: Ride The NBXG Wave
• NZF: Very Erratic Payouts Explained
• Taming The Tides: Navigating PHO's Turbulent Market Ride
• SDIV: Upgrading To Buy On Valuation, Positive Price Action Signals
• SDIV: A High Yield Mirage
• FAN: Wind Energy Stocks Are Undervalued With Strong Potential
• BNDD: Long-Term Treasuries Plus Yield Flatteners
• XLE ETF: Can Energy Reclaim The 2022 Throne?
• NUGT: Leverage And Compounding Has Made This Gold Miners 2x ETF Unattractive
• Analyzing Long-Term Average Returns
• BUG: This Cybersecurity ETF Is Simply Not Working
• FWD: Solid Growth, Decent Quality, But Valuation Is A Major Risk
• EWI: Sailing Through Near-Term Industrial Weakness In Italy
• MLPX: This Energy ETF Is A Hold For Now
• VUG: Large-Caps Are Leading The Way
• VNQ: Too Soon To Buy, Wait And See While You Enjoy The High Dividend Yield
• CLOI:  An Incredible Sturdy Way To Navigate 2023, 6.4% Yield
• BCV: An Opportunity In The Convertible Securities Space
• FIVG: 5G Applications Are Everywhere, Benefiting Both Consumers And Businesses
• XFLT: A Look At The Latest Report
• CEF Weekly Review: Sell In May Worked This Time
• The Fed Needs To Keep Hiking Until The Damage Is Obvious
• VFVA: A High-Volatility Value ETF
• SCHG: If I Could Own Just One Security Forever, This Would Be It
• Retirement Passive Income: SCHD's Flaws And How To Fix Them
• USA: Top 20 Big-Yield CEFs, Discount-Premium Taboos
• Rise In Unprofitable Companies: Active Management's Time To Shine
• Democratizing Game Development Through AI And Edge Computing
• Tradeweb Exchange-Traded Funds Update - May 2023
• Are You Leaving Cash On The Table?
• What The Russell Reconstitution Means For Equity Markets
• TOTL: Underperforms Passive Benchmark
• XLF: 4 Key Financials Trends
• Bucking The Trend: Why SMID Caps Are Poised For A Comeback
• FLIA: Unexciting International Bond Fund
• REET And Higher Global Interest Rates: What Investors Need To Know
• Weekly Closed-End Fund Roundup: May 28, 2023
• TEAF: Attractive Distribution Yield And Deep Discount
• XRT: Fake-Out Or Melt-Up?
• SGOV: Cash Is Not Trash
• Buy The SPDR S&P 600 Small Cap Value ETF For The Long-Term
• Challenges Facing The Retail Sector And Top Ways To Invest
• TSLL: Eyeing Further Tesla Upside Ahead Of July Earnings
• PFM: There Are Better Dividend Growth ETFs
• ARK Innovation: Reckless Allocation, Hard Downgrade To Sell
• PSI: Continues To Be A Long-Term Investment Despite Volatility
• SDEM: Enough Downsides To Stay Away
• DMB: Infrastructure Focused Municipal Bond CEF
• SRET Came Into 2023 Chasing Yields And Buying Mortgage REITs
• IXUS: Valuation Fair But Not Cheap Enough
• REMX: Rare Earth Metals Boom Rolls On
• AMLP: Everyone Who Owns This Energy ETF Needs To Consider An Alternative
• IWM: There's No Denying The Bull Now
• Will AI Transform The Healthcare Industry For Investors?
• DEEP: Margin Compression, Sluggish Growth, Liquidity Weigh On The Rating
• USFR: Ready For Whatever Happens Next
• CEFS: Diversified Fund Of CEFs, Strong 9.1% Yield, Strong Performance Track Record
• Home Bias Could Be Costly For U.S. Equity Investors
• U.S. Weekly FundFlows Insight Report: Conventional Investment Grade Funds Attract Largest Weekly Inflow Of 2023
• The Dollar, International And Non-U.S. Investing, Top 10 Holdings
• XT: Everyone Has To Chase AI
• IGM: Perfectly Capitalizes On Big Tech Rally
• XLV Vs. VHT: A Head-To-Head Healthcare ETF Comparison
• The Time For Defense Is Now
• XHE: We Expect Consistent Double-Digit Returns For The Foreseeable Future
• McDonald's Has A Looming Franchisee Rebellion
• PFIX: Playing A Summer Bid In Treasuries, Shifting To A Sell
• PULS: Staying In Cash Has Paid Off
• EUFN: Much To Admire About The European Financials ETF, But Not Yet A Perfect Buy
• FLJP: Equities Love Liquidity
• Canadian Banks: Perpetual Stalemate Offers Opportunity Through Mean Reversion Strategy
• iShares MSCI Netherlands ETF: The Overall Risk-Reward Does Not Look Appealing
• DJD: Attractive Valuation, Average Quality And Return
• FTXG: Can A Strategy Change Save This Struggling Food And Beverage ETF?
• A New Playbook For Portfolio Diversification
• Will Selling In May Work This Year? Maybe Not
• The S&P GARP Index Series Expands To Include S&P MidCap 400 And S&P SmallCap 600 Versions
• IDNA: Continues To Underperform, But With Long-Term Potential
• VVR: Getting Behind This Year's Performance For This 12% Yielding CEF
• BKLN: Leveraged Loan Defaults Rising; Caution Warranted
• The Month In Closed-End Funds: May 2023
• DIVO: This Fund Is Likely To Underperform If There Is A Recession
• PTY: A Word (Or Two) On Risk To Manage Expectations
• MDY Poised To Outperform Large Caps Starting Now
• METV: Too Much Overlap And Too Pricey
• BIL: Provides Stability In The Ocean Of Volatility
• Hidden Risks Of Small Caps: Levered Zombie Company Impact On Bull Market Future
• Financials In Focus Ahead Of CPI And The Fed: VFH A Buy
• Junk Bonds: Stuck Between A Rock And A Hard Place
• MSOS: Cannabis ETF Poised To Underperform Alongside A Declining Industry
• ECAT: Saba Trying To Shake Things Up
• JPST, IGSB, MINT: Best Short-Duration Parking Lot
• BCAT: Highly Diversified Fund Trading At An Attractive Discount
• IDNA: Thematic Biotechnology Index Fund Only Suitable For The Long Run
• Meet Kevin Pricing Power ETF: Inexperienced Manager Warrants Caution
• CLOU: Climbing The Clouds Before A Reality Check
• The Boundaries Of Sustainable Investment
• The Aftershock Economy
• XMPT: A Municipal Bond ETF That Invests In CEFs
• Best High-Yield Corporate Bond ETFs For Income Investors And Retirees
• COWZ Vs. BUL: One Is The Best Buffett-Style ETF You Can Buy
• BIL: Better Than Cash In The Bank
• UGL: Your Golden Ticket In Turbulent Times
• EQL: Easily Replicable Strategy; Save The Management Fees And Avoid
• BWX: International Government Bonds And A Nice Dollar Play
• SH: I'd Avoid Shorting The S&P 500 For Now
• Clearer Skies For Utility-Scale Solar
• Active Or Agnostic?
• The Prudence Of Infrastructure In A Recession
• SPYI Is An Interesting Income Play
• Assessing Taiwan Equity Risk In An Emerging Markets Portfolio
• MLPA: An Energy ETF To Ride Out The Recession
• GOAU: Gold's Bull Run Nearing An End - Implications For Gold Miners
• MTUM: Lacks Momentum Much Of The Time
• Observations On Investing Through Market Disruptions And Crisis
• U.S. Global Jets ETF: Do Not Buy On Bullish IATA Forecast
• AI: Yeah, There's A New ETF For That, Casting Doubts On CHAT
• BUI: An Attractive Long-Term Infrastructure Play
• RYT: An Ideal Time For Equal-Weighted Tech Exposure, And This ETF Delivers
• KOLD: Natural Gas Could Test The 2020 Lows
• VOX: Why Communications Services Stocks Underperformed And How This May Change
• FXI: A Possible Semi-Catalyst To Start Closing The Shanghai Premium Emerges
• SCO ETF: Assessing The Shorting Opportunity After OPEC+
• VIXY: Time To Pounce On The VIX
• JHAA: A 'Drier-Powder' Double-Digit Yield Opportunity For The Rest Of The Year
• Where's Your Carbon Gone? How The S&P PACT Indices Decarbonize
• DVYE: Emerging Markets ETF, Strong 9.0% Yield, Cheap Valuation, Risky Holdings
• NUSI's Approach Simply Doesn't Work
• REGL: Excellent Dividend Growth, Average Value And Return
• QQQ: Too Good To Be True
• The Curious Case Of ETV, A 9% Yielding CEF
• URA: New Entrant In Physical Uranium May Spark Virtuous Price Rally
• VUSE: Focused Strategy With Appealing Valuation But Inconsistent Returns
• TQQQ: 2023's Bull Market In Tech Stocks Is Not Done (Technical Analysis)
• ARKK Continues To Overpromise And Underdeliver
• Investing In Secular Trends: Adoption Of AI
• Connecting The S&P/ASX 200 To U.S. Equity Icons
• LIT: Economic Weakness In China May Impact EV Sales
• AMZA: An Energy ETF Worth Waiting For
• Tech Rally Attracts Interest In Select ETF Classifications
• VOO Vs. QQQ: Bubble Signs According To Ray Dalio
• BSJP: Interesting Term Fund, 8.1% Yield
• ARKK: Hard Lessons Have Not Been Learned
• LQD: 3.15% Real Yield, Low Costs Make It A Buy
• FRA: Another Distribution Increase
• CII: Sustainable 6.66% Yield, Potential For Outperformance Over Next 6 Months
• CARZ: Where Mega-Cap Tech Meets Traditional Auto Stocks
• SCHY: An Objective That Should Align With Investors
• TBIL: Crisis Averted; Upgrade To Buy
• PSP: Private Equity Shining Bright As Clouds Protrude Over Public Markets
• 4 ETFs For Dividend Growth Investors
• EWA: Time To Head To Australia For High Yields
• ICAP: 5 Reasons JEPI Did Better And Will Continue To Outperform
• S&P 500: Buy Summer, Sell Autumn Scenario Favors IVV, XYLG
• VTEB: Smoother Muni-Bond Ride Comes With Big Cost
• VIOV: Not The Best ETF To Bet On Value
• Abnormal Returns Of The Russell Index Reconstitution Anomaly: New 2023 Study
• Goldilocks Jobs Report And A.I. Boom Aside, I Am Bearish On SPY
• SOXL: Eyeing A June Semiconductor Swoon
• XLE: Saudi Arabia Sends A Message
• BITO: Comparing Bitcoin With Gold As A Safe Haven
• TDIV: A Dividend ETF Overweight In Semiconductors
• Templeton Dragon Fund: Time To Nibble Again
• Late Bull's 5-Year-Investment Plan: A Numerical Illustration
• GBIL: Shifting To Longer-Term Maturities
• IVW: An Abundance Of Alternatives
• TBT: Take Profits If You Haven't Already
• IJR: Small Cap Recovery Has Begun
• NVDS: Beware High Underlying Volatility Of Nvidia
• Uranium Equities Once Again Likely To Outperform
• CEF Weekly Review: Why Are Investors Souring On Loan CEFs?
• JBBB: BBB CLO ETF, Low Interest Rate Risk, Growing 7.1% Yield
• Moving My Cheese - An Income Compounder Portfolio Update
• FFTY: Uneven Recovery After Cataclysmic 2022
• Dividend Investing: Why It Is Dumb Logic
• DRN: Portfolio Composition Of This 3X Leveraged Fund Fails To Generate Optimism
• NRO: Looking Like A Value Now, But A Couple Things To Consider
• BSJQ: Locking In High Returns With Fixed Term Bond Funds
• How To Build Wealth: Buy Low And Sell High Consistently
• Retire With Dividends: SCHD Vs. SPHD
• FXN: An Energy ETF Poised To Outperform, Just Not Yet
• How To Protect Bull's Nest Egg In Their Late Age
• MCI: A Strong Outperformer But Less Known
• PIO: A Different Type Of Water ETF, With A Technology Focus
• EWD: Swedish Economic Data Improved, But Look At The Price
• Nuveen Quality Muni Income Fund: The Pain May Be Over Soon
• THD: Outlook Improves In 2023
• BOTZ ETF: AI Could Be A Real Engine Of Progress
• SPXU: Speculators Only
• SPYV: No Compelling Reason To Buy
• VGT: Vanguard's Tech ETF Just Rebalanced, How Does It Stack Up Against XLK, SCHG, And QQQ?
• ARDC: Earn A Nice 11.45% Yield With This CEF
• BIT: Revisiting A Multi-Asset CEF, 10% Yield
• AGQ: Unleashing The Silver Boom
• HIE And IHTA: 2 CEFs Set To Liquidate In 2024
• The WOOD ETF Provides Exposure To Lumber Prices
• MDIV: Inflation Is A Silent Killer
• FGD Couldn't Keep Pace With Inflation
• Small-Cap Stocks: A Contrarian Perspective On Market Opportunities
• EZA ETF: More Pain Ahead, Unfortunately
• SPSB: Should You Ditch It For Treasury Bills?
• BDJ: Lagging Call-Write Peers Due To Mismatched Sector Exposures
• KOLD: Still A Buy After The Above 200% Upside
• SCHD Vs. SDY: Which Dividend ETF Is The Better Buy?
• WTMF: May Not Provide The Hedge Investors Expect
• VIGI Vs. VYMI: Which Dividend ETF Is The Better Buy?
• MUC Vs. NAC: Comparing California Quality Muni Funds
• QAT: Cyclical Headwinds Weigh On The Qatar Outlook
• USAI: Energy ETF With 6% Dividend Yield And Exposure To Midstream Companies
• BST: Expect Impressive Performance To Continue
• iShares MSCI Indonesia ETF: Low Valuation And Economic Restructuring
• SGOV: A Smart Hedge For Investors Worried About The Next Recession
• Best Value Stocks To Buy In June 2023, On Sale Now
• Rose's Income Garden 78 Stock May Dividend And Transaction Review
• UYG: Value-Weighted ETFs Will Work As Banking Becomes A Two-Tier System
• Rising Tech Tide Supports Market
• Hedging Debt Ceiling Drama With The S&P GSCI SOFR And S&P GSCI Gold
• Does International Diversification Still Matter?
• U.S. Weekly FundFlows Insight Report: Money Market Funds And Large-Cap ETFs Are Main Attractors Of Investors' Assets For The Fund-Flows Week
• VTV Poised To Outperform VUG
• May AAII Asset Allocation Survey: Pullback In Fixed-Income Exposure
• SMH ETF: The Nvidia Effect And De-Risking Of The Supply Chain
• EIC: 0% Returns Since Inception, Here Are Two Alternatives For The Next Two Years
• Alternatives To Equities For The 60-40 Portfolio
• Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF: It's Seatbelt Time
• Drift Report On UDOW And 21 Leveraged ETFs
• Active Vs. Passive Revisited: 6 Observations
• This Decade Is Different: Low Rates Are Gone And Commodities Are Coming Back
• DIAX: DJIA Exposure With An Overwrite Strategy
• RLTY: A High-Yielding Real Estate CEF To Hedge Against Inflation
• KGRN: Long-Standing Dominance May Be Under Threat
• BNO: The ETF To Consider With The OPEC Meeting On The Horizon
• XLV: The Powerhouse ETF Driving Health And Wealth
• MTUM's Rebalance Unveiled: Nvidia Now The Top Holding
• BDJ: High Distribution Yield And Less Volatility Than Most Funds
• FNGS: Time To Sell The Magnificent Seven
• RSP: S&P 500 Valuation Dashboard For June
• PIMCO CEF Update: How Low Can Coverage Go?
• YINN: From High Expectations To Warning Signs
• Templeton Dragon Fund: Cautious As Chinese Economy To Lose Momentum Later In 2023
• ASEA: A Low-Cost Vehicle To Ride The Multi-Pronged Southeast Asian Growth Story
• SOXX: Assessing The Value Of Semiconductor Stocks One Year Later
• EWU: I'm Bullish On Britain As A Diversifier (Rating Upgrade)
• My Current View Of The S&P 500 Index: June 2023 Edition (Technical Analysis)
• KOMP: Catching The Shift Towards New Economies
• MCHI: China's Economic Recovery Is Sputtering, What This Means For Investors
• FCPI: An S&P 500 Fund Built For Inflation
• How Much Money Do I Actually Need To Retire Early?
• Go For The Value Factor; Think About IVE
• NCZ: Capital Structure Shuffle, We Favor The Preferred Shares
• IEO: Finding Opportunity In Upstream Companies
• JEPQ: A Defensive Strategy To Own Mega Cap Tech
• A Surprise Influence In S&P 500 Earnings? The Dollar
• Buy DRV To Profit From The Commercial Real Estate Recession
• I Am Buying The Dip In DIVO
• WINN: A Plethora Of Long-Term Winners Inside, Yet Also A Lot To Dislike
• EWT: Take A Page From Buffett's Book And Avoid Taiwan
• ROBO A Buy Amid Robotics Optimism And Ongoing Re-Shoring Trends
• EWT: Taiwanese Equities Offer Good Value But Political Risk Remains
• Managing Risk In Income Portfolios
• SCHD: Put The Power Of Compounding Into Overdrive
• MOAT: Lack Of Competitive Threats Provides Opportunity For Investors
• Oil Plunges Under $70, Downside Risks Ahead For DBO
• IVV: Concentration Risk Plagues The S&P 500
• GSEW: Is Goldman Sachs' Equal-Weight Large-Cap ETF Better Than Invesco's RSP?
• VTI: Hedged Or Unhedged, A Good Choice For A Core Holding
• ADX: Reinvesting Or Not Makes A Difference - Maybe
• Consider PFFR For Income And Price Appreciation
• FAM: Beat Inflation With This 12.44% Yielding CEF
• XLY: The Labor Market Is Flashing A Strong Recessionary Signal
• RCS: No Reason For An Upgrade In The Second Half Of The Year
• iShares Latin America 40 ETF: Slow Growth And Double-Digit Dividend Yield
• MJ: A Bet On Cannabis Legalization
• CNBS: Cannabis Companies Continue To Face An Uphill Battle
• VTI: A Top Pick For Long-Term Investing
• FBT: No Great Prospects Despite Huge Price Gain Over Past One Year
• EWQ: French Equities Are Fairly Valued And Unexciting
• Aligning Incentives Matters: ESG In Executive Compensation
• Weekly Closed-End Fund Roundup: May 21, 2023
• How To Find Your Asset Allocation And Risk Tolerance
• WTAI: Thematic AI Fund From WisdomTree
• RWM And The Next Market Decline
• CSHI: Picking Up Nickels In Front Of A Steamroller
• 3 Reasons JEPQ Is Different From JEPI
• AVK: Getting Closer To A More Attractive Valuation
• DNIF: 9.2% Distribution Yield Looks Sustainable But Beware OTC Status
• The Eye Of The Hurricane For The Current Bear Market
• HYB: Revisiting This High Yield CEF After The Dividend Cut
• WTAI: The AI And Innovation ETF Has All The Right Pieces In 2023
• WTAI: Diversified ETF To Play Emerging AI Innovators
• WTAI: Echoes Of The Dotcom Era
• JEPI Holders Should Consider Adding DXD To Avoid Worst-Case Scenario
• DRLL​​:​​ Seems More Focused On Making A Statement Than Making Money
• LABU: 2 Requirements For Making Money In This Leveraged Biotech Fund
• SCHH And VNQ: Ratings Upgraded To Buy
• Forward-Looking Due Diligence
• JETS ETF Stuck On The Tarmac, Reiterate Hold Amid Mixed Macro Factors
• AIEQ: Don't Be A Beta Tester, Avoid This Poor-Performing AI-Powered ETF
• SVOL Can Be A Good Addition To Your Income Portfolio
• IAF: Unfavorable Risk/Reward Under The Extended Australian Tightening Cycle
• Highland Income Fund: This Controversial CEF Has Become More Shareholder-Friendly
• REET: Issues As Hawks Circle Above
• HYGH: Time To Sell Unless You Think Rates Are Going To 6%
• IGA: Discount Looking Attractive
• Nasdaq 100 Meltup Makes FDN A Near-Term Winner (Technical Analysis)
• RDIV: Attractive Valuation And Sub-Par Quality
• SVOL: Simplifying Market Volatility To Generate Income
• VNQ: Playing Mean Reversion In The Real Estate Sector
• Investment Capital, Dividends, Inflation, And 2 Growth Formulas
• Financial Inclusion Efforts In Mexico Give Way To New Market Highs
• Is It Time To Short QQQ By Buying PSQ?
• Inflation Blues And Bond Moves: Riding The Treasury Wave With TBT
• FDVV: A Perfect ETF For Both Bull And Bear Markets
• A Diversified Equity-Income ETF Better Than The Rest: DVY
• FXZ Vs. VAW: Results Might Surprise Materials Sector Investors
• Is PAVE's Outperformance Set To Continue?
• USOI: Covered Call Oil Futures ETF, Unclear Investment Thesis
• ZROZ: The Ultimate Play To Profit From Dovish Fed
• QDEF: Volatility-Averse Dividend Play With Issues Beneath The Surface
• Picking Portfolio Winners (Technical Analysis)
• HIBL: Technology Fund In Disguise
• ROBT: What Artificial Intelligence Regulation Means For Investors
• XLF: There Is No 'Fear' Discount In Financials Today
• GSY: Robust Short Dated Bond Fund, 5.14% Yield
• Defensive DVY A Hold, Concerning Overweight To Utilities
• FDVV: Shrinking 3.25% Dividend Yield, But An Optimistic Outlook
• DXJ: Hawkish Fed Feeds The Hedge
• EWH: Upside Potential Intact As The Hong Kong Rebound Gains Traction
• CSQ: 9% Yield On Tech At A Discount
• Stacking Investment Packs: An Astonishing Attainment
• BKT: It Is Time To Buy Agency MBS Bonds
• PFD Vs. FLC: Outlook For Preferred CEFs
• DBJP: Buy On Pullbacks
• GNOM: A Genomics ETF That Will Have Its Day, Even If Not Right Now
• NGE: Near 50% NAV Discount Not Enough To Compensate For Nigeria Risks
• International Style - Factor Investing
• International Style
• UTF: Top 10 Big Yield CEFs
• VIG Vs. TDV: One Is The Ultimate Dividend Aristocrat ETF
• CEF Weekly Review: Term CEFs Continue To Be Misunderstood
• BBH: A Solid Choice For Biotech Exposure
• Our Favorite Warren Buffett Advice: Do Not Lose Money
• SCHD Offers Shelter As SPY Valuation Nears Historic Peak
• RYJ: Overcrowded By Low-Quality Stocks, With Unrealistic Valuations Being A Risk
• XYLD: What The Declining Dividends Mean For Investors
• Fidelity Stocks For Inflation ETF: Ambiguous Outlook
• What To Consider If You're Interested In The BBEU ETF
• Replace Some SPY With SHY: 2-Year Treasuries Look Better Than The S&P 500
• PPA: Aerospace And Defense Are Out Of Favor, Shares Are Expensive, And With Technical Downside Risk
• No Clear And Present Danger
• VEA: Quite Possibly The Sweet Spot In Equities
• Will PTY Ever Return To Its Glorious Days?
• HYDR: The DOE's H2 Hubs Spell A New Era For Hydrogen
• My Methods For Finding The Best Stock Portfolio, Part 3
• JPRE In A Shifting Real Estate Landscape: Assessing Risks And Opportunities
• IEZ: Energy Investors Can Skip This One
• AI Stereotyping Justifies Shorting The QQQM ETF
• EES Vs. IJS: Earnings Strategy Matches Value In Small-Cap Compare
• IG: No Signs Of Active Alpha
• MGV: Value Likely To Underperform, Consider Alternative Strategy
• CCD: Highest Premium In The Past Decade, Time To Sell
• U.S. Weekly FundFlows Insight Report: Investors Send $3.0 Billion To Investment-Grade Corp. Debt Funds, 7th Weekly Inflow In 8
• Stock Picker's Guide To Emerging Markets
• CRAK: Lower Supply And Demand For Crude Aren't Great For Spreads
• Value Without The Sector Baggage
• Equal Weight Vs. Market Cap Weight: Which Should You Choose?
• Beyond The Garden Variety Of ETFs
• CSQ CEF: Earn An Income At A Discount
• MGV ETF: Attractive Valuation, Average Performance
• Position Your Portfolio For A Choppy Market
• DGRO: Optimizing This $23B Dividend Growth ETF With VIG, VYM, And SCHD
• FBCV: A Value ETF Lacking Of Transparency
• WEAT: A Critical Sentiment Barometer Is Very Bullish
• TMF: Eyeing A Contrarian Play On Lower Long-Term Rates
• DMA: I'd Run Far Away From This Fund
• Carry Effects On Hedged Equities
• AMZA: 4 Reasons I'm Not Buying It
• SPYD Could Be An Investment Dave Ramsey Might Approve
• AIVI: So Far This AI-Powered ETF Is Underperforming
• GDX: Even A Small Fall In Gold Prices Would Turn Free Cash Flows Negative
• HERO: Video Games May Be A Better Source Of Entertainment Than Profit
• VOE: Simple Mid-Cap Value Fund, Cheap Valuation
• UBT: If You Like Long Bonds Maybe You Should Like Them 2x
• TLTW: Is The 19% Yield Too Good To Be True?
• BTO: This Is A Good Time To Start Accumulating
• CEF Insights: Convertible Securities Benefits And Opportunities In Today's Challenging Market
• 3 Reasons Why FALN Is Better Than ANGL
• IXC: Trust In OPEC, They Don't See Stranded Asset Risk
• SPYI: Superior To JEPI In Every Single Way
• GLU: A High-Risk Strategy That May Be Uncomfortable For Some Yield Seekers
• KRBN: JPMorgan Steps To The Green Plate, But Carbon Credits Remain Lackluster
• The Seven Deadly Sins Of Regional Banks And Preferred CEF Investing
• FLDR: Floating Rate Investment Grade Bond Fund
• WDI And PDO: Pumping Out 11%+ Distribution Yields
• RGI: Industrials Dashboard For May
• SLQD: Examining A Short-Term Investment-Grade Corporate ETF
• The Case Against A Dividend Growth Portfolio Strategy
• SPXX: Poor Performance From This Buy-Write Fund
• EWZS: Look For A Buying Opportunity Later In 2023
• Fidelity's Active Stock ETFs: At Least One Is Worth Owning
• HFND: Not A Promising Start
• 2023 Market Update: Buyer Beware
• Emerging Market Earnings Appear Lackluster: DEM ETF A Hold On Valuation
• MXI: Materials Dashboard For May
• JJC: Exploring Mining Companies For A Positive Outlook On Copper Prices
• TLTW: Generating 15% Yield From Treasury Bonds
• Don't Buy Coffee, Put $5 A Day In HDV Instead
• TBLD: A Discounted Income-Producing Focused Fund
• CORN: Buying On The Dip
• BUZZ Investing: Regional Bank Issues Remain In Focus
• CQQQ: Technological Innovation And Geopolitical Risk On Opposite Sides Of The Seesaw
• TACK: Interesting Fund Concept But Need More Data
• QYLD Has Been Rebounding While Generating Double-Digit Yields
• Special Opportunities Fund: Opportunistic Investing CEF With Multiple Levels Of Discounts
• PXE: Energy ETF In All The Right Places For Next Bull Run
• Consumer Staples Are Extended
• DGRW: A Wise ETF For Sleeping Well At Night
• QYLD: Run Far, Far Away (Rating Downgrade)
• BIT: Some Good Things, But Distribution Sustainability Is Questionable
• BXMX: Buy-Write CEF Outperforming JEPI, 7% Yield
• QYLD And RYLD: Yield Spread Narrowed And Ratings Downgraded
• United States Natural Gas Fund: Much Better Ways To Go Long Natural Gas
• TFLO: Sticky CPI And Equity Rally Suggest Rate Cuts Unlikely Anytime Soon
• ANGL And Fallen Angels: Recent Developments
• A Systematic Approach To Long-Term Investing
• 7 Things To Know About Retail Investor ETF Activity
• Stacking Investment Packs Or Going On Roll-Off
• IHI: Larger Healthcare Equipment Companies Are At An Advantage
• VLUE: U.S. Value Stocks Are Undervalued In 2023
• JAAA: 6.1% Yield From Synthetic 'AAA' Assets
• Investors Take A Wait-And-See Approach During The Most Recent Fund-Flows Week
• BTF ETF: Bitcoin Challenging Gold As A Hedge
• BSTZ: I Am Buying The Deep Discount In This Fund
• HDV: A Trusted Dividend Choice, Yet Not Best-In-Class
• USMC: Should You Buy This Low-Cost, Concentrated Mega-Cap ETF?
• XLK: AI Is A Threat To Technology Giants, Not A Bullish Catalyst
• BKF: A Chinese, Indian, And Brazilian Equity Fund With Strong Potential
• Uranium's Bull Market Leaves Related Equities Behind, URNM A Hold
• Opportunity From Crisis: How Private Credit Stands To Benefit From Recent Tumult In The Banking System
• INDA And SMIN: Why It's Time To Bet On India
• BGR: Solid Yield And Valuation, May Appreciate Later This Year
• GOF: Watch For A Strategic Opportunity To Generate High-Yield Income
• SCHD: A Tough Year, Still A Strong Long-Term Consideration
• NHS: 2023 Rights Offering Quick Notes
• SPGP Looks Less Attractive Than QQQM And SCHG
• PXE: Searching For A Balance In The Cycle
• QQQ: Underlying Breadth Stinks, Screaming Sell
• IGBH Vs. IGLB: Hedging A Bond Portfolio Smooths The Ride
• ARKK Vs. QQQ: Which ETF Is The Best Pick For Long-Term Investors?
• RYE: Energy ETF Nearing An Attractive Level, Offering Dividends And Growth
• TFLO: Cash Is Not Trash
• RIV: A Unique CEF To Boost Your Income
• ICOW: International Cash Cow ETF, Cheap Valuation, Some Momentum
• EWU: Taking Some Profits On U.K. Stocks As Bonds Offer Better Value
• Filtering The Noise Of Wall Street
• IHF: Healthcare Dashboard For May
• FCOM: U.S. Communication Services Offer High Returns
• TYA: Treasury Futures Fund With A Tracking Issue
• IYW: Technology Dashboard For May
• RQI And RFI: 2 REIT Funds Worth Considering
• IMFL: Business Cycle Investing Through Factors
• CALF: Small-Cap Cash Cows Grapple With Slow Sales And Earnings Growth
• Columbia India Consumer ETF: Good Balance Of Offense And Defense, But Too Pricey
• RCD ETF: The Wheels Are Coming Off
• KF: Ride The Korean Recovery At A Wider Than Usual NAV Discount
• EWJ: Japan's Equity Recovery Is Just Beginning
• IDEV: Non-U.S. Developed Markets Offer Strong Nominal Returns
• RYU: Utilities Dashboard For May
• MORT: Little Reason To Expect Strong Returns In The Future
• EWL: Swiss Equities Are Undervalued But Nominal Returns Are Unexciting
• MCI: Cannot Figure Out The NAV; Avoid For Me
• STK: Tech Has Been On Fire, Time To Sell
• CPER: Near-Term Copper Outlook Clouded By Demand And Supply-Side Headwinds
• Growth, No Dividends, One Year Later
• ZTR: Widening Discount And High Distribution Rate Make This Balanced Fund Attractive Here
• 5 Best CEFs To Buy This Month (May 2023)
• Playing Defense: Comparing U.S. Large Cap Volatility Strategies
• Sector Exposures Continue To Evolve With Rating Migrations
• Pause, Profitability And Portfolios
• KMF: Vote With Your Feet; Tender For Cash
• Disentangling Diversification
• ARKQ: This Disruptive Innovation ETF Inadequately Capitalizes On Artificial Intelligence
• Unlocking The Value Paradox: A Deep Dive Into The Discount Dilemma Of Pershing Square
• PICK: Rising Yields Offer A Tactical Opportunity In Industrial Metals Miners
• DIAX: Disappointing Performance, Prospects Look Poor
• LDP: Earn Income With This CEF
• TLH: Federal Reserve Cuts Priced Into Bonds, Will You Still Make Money?
• DIVI Is A Buy As Foreign Dividend Stocks Have Experienced A Stealthy Rally
• GLD And SLV: Why I Keep Holding Precious Metals
• DGRO Vs. VIG: Picking A Winner For 2023
• Navigating The Treasury Bonds Renaissance: TLH And The Path To Profitable Returns
• ARGT: Positive Change Is Afoot For Argentina
• DVYE: A High Yield To Avoid
• UTF: A Fund That Is Likely To Continue To Struggle In This Investing Environment
• UTG Vs. ERH: Two 8% Yielding Monthly Pay CEFs
• SHYG Vs. HYS: Own The Lower Fee ETF
• PUTW: Put/Write Strategy Underperforms In The Long Run
• NCV: The Preferred Shares Look More Attractive Than The Common
• Are The S&P 500 And The ETFs That Track It Overvalued Now?
• XLE: Buy The Dip Amid Record 14% Free Cash Flow Yield
• Positioning Portfolios For Today's Markets
• Targeting Relative Value Opportunities
• QQQM: It's Bull Run, Not A Bear Market Rally
• RDVY: Double-Digit Dividend Growth, Cheap Valuation, Good Performance Track-Record
• Israel Remains Positioned For Sustained Growth And Innovation
• A Dynamic Approach To Managing Alternative Investments
• VYM: Is This 3.26% Yielding Dividend ETF Workhorse Priced Well?
• U.S. Weekly FundFlows Insight Report: Investors Flock To Money Market Funds And Taxable Bond ETFs During The Fund-Flows Week
• This Is The Most Expensive QQQ Has Been Since 2008
• JQC: This High-Yielding Floating Rate CEF Could Be A Boon For A Portfolio
• Energy Stocks Turning Lower Despite Favorable Valuations On FENY
• EWP: Spanish Equities May Be Due For A Pullback
• RHS: Consumer Staples Dashboard For May
• BITQ: A Bullish Pattern In A Very Volatile ETF
• RCD: Consumer Discretionary Dashboard For May
• TOTL: Fixed Income Fund Neither Here Nor There
• Weekly Closed-End Fund Roundup: XFLT Distribution Boost (May 7, 2023)
• FXA: Fade This AUD Play In The Face Of A Gloomy Near-Term Outlook
• XLE: A Fund That Should Still Hold Up Well If There Is A Recession
• Oxford Lane: The Good And The Bad From Q4 2023
• VCLT: Another Buying Opportunity
• Reaves Utility Income Trust: Safe Way To Play A Stagnant Market
• SOXX: A Tale Of 2 Cities
• VYM: Why It's A Good Idea To Switch To VYMI
• USTB: Short-Term Bond Fund, 5.4% Yield
• Michael 'Big Short' Burry Is Teaching The Market A Lesson
• XBI: A Pure Play Biotech ETF In Need Of A Hedge
• U.S. Default Risk Creates EM Tailwinds
• EWJV: Financial Conditions Should Stay Strong In Japan
• LVHD's Big Price: Yield And Volatility Triumph, Growth And Profits Stumble
• Lowering Your China Risk
• EOS: Discount Opens Up Creating An Opportunity
• XAR: Geopolitical Tensions Could Increase Military Spending In The United States
• FTHY: Discount Deepens Further
• KIO: The 13.49% Yield Is Fully Covered, But The Fund Is Cheap
• Stashing Cash: JPST's 5.38% Net YTM Not Worth The Risk Today
• OXLC Hikes Distribution, Consider Switching From ECC
• INCO: Invest In The Most Populous Nation Via The Indian Consumer
• PKW: Buyback Investors Beware, This High-Fee ETF Isn't Worth The Risk
• EMO: A Solid Midstream CEF Trading At A Huge Discount
• VYM: This Fund Should Significantly Underperform If There Is A Recession
• HDRO: Hydrogen Hits Peak Pessimism But A New Policy Regime Awaits
• Investors Turn To ETFs In April While Giving A Cold Shoulder To Funds
• Is The iShares US Aerospace & Defense ETF Worth Pursuing?
• HYGW: High Yield Bonds Meet Covered Calls For A 15% Yield
• BST: 9.54% Yield Looks Attractive With Prospects For Capital Appreciation
• XRT: Student Loan Repayments Set To Add To Consumer Burdens
• DFRA: A New Real Asset ETF Off To Good Start
• EIDO: Robust Outlook Intact For Indonesian Equities
• OPER: When Repo Yields More Than T-Bills
• Searching For The Equity Armani: The Rationale For Quality Stocks At A Reasonable Price
• BCX: Well-Run Fund, Continuing To Be Supported By Share Repurchases
• Distress Investing: A Tale Of Two Case Studies
• TSLY Is Currently Converting Volatility Into A 39.69% Annual Yield
• CHIX: Valuations Nearing Trough Levels For Chinese Financials
• AI In Health Care: Innumerable Applications, Abundant Opportunity
• As SMOT Stumbled After A Vigorous Start, A Fresh Review Is Necessary
• Connecting The Disinflation Dots In Multi-Asset Strategies
• VOOG: Growth Stocks Seem Poised To Maintain Their Uptrend
• EVG: Avoid On Recession Worries
• UNG: Why Natural Gas ETFs Could Disappoint (Technical Analysis)
• GRID: Smart Grid Captures Themes In Clean Energy And Disruptive Technology
• JDST: Despite Downside From High Rates, Upside From Dollar Concerns
• IWN: Regional Banks Are A Factor Of Risk
• UVIX: The Compelling Reasons For The VIX
• Regional Banking Concerns Produce Financial Services ETF Outflows
• Banking Crisis - Factors To Look For In A Bank Stock
• PAVE: Strong Price Action, Attractive Valuation Make It A Buy
• Foreign Equities Allocation Is A Winning Strategy This Year
• Navigating Market Risks And Opportunities Ahead Of A Recession
• IGR: REITs At A Tempting Discount, But There Are Concerns
• SPY: 4 Bullish Charts You Must See
• Volatility Clusters, The Next Best Semiconductors, And Regional Banks - Portfolio Update
• Direxion Daily Small Cap Bear 3X Shares: My Hard Lessons
• SPY: Bracing For Further Consolidations Ahead
• TSLY: Know What You Are Buying
• Allocate To BDCs For The Right Reasons
• How To Stop Throwing Good Time (And Money) After Bad
• The Risk Of Too Much Consensus
• GDO - Global Bond CEF, 9.7% Yield And 2024 Maturity Date
• Efficiency Gains - Blessing Or Curse For QQQ?
• Japan Equity Fund: Caution Warranted Despite The Record NAV Discount
• TRND: Diversified Trend-Following ETF, Unsuccessful Investment Strategy, No Reason To Buy
• IQLT: Global ETF Tilted To Europe And Financials
• Equity Market Rally Persists While Other Asset Classes Tell A Story Of Economic Slowdown
• Bullish Triple Play With VEA: Earnings, Valuation, Technicals Make An Upside Case
• PHT: A Very Solid Bond Fund Selling At An Attractive Discount
• ARKX: A Space Exploration ETF That Struggles To Lift Off
• VDE: After Predicted Sell-Off, I'm A Buyer Again (Rating Upgrade)
• 3 Closed-End Fund Buys In The Month Of April 2023
• Increased Market Efficiency, Safer Market Structure Could Subdue VIX
• SPHD Vs. LVHD: Rival ETF Outperforming The Better Known ETF
• RSP: Telling Us A Lot About The Market
• CEFS: A Well-Managed, Well-Performing, And High-Yielding Closed-End Fund ETF
• DSU: This Fully-Covered Debt Fund Is Worth Your Consideration
• PDO: What Can We Learn From PDI?
• EZA: South African Stocks Offer High Returns But Remain Risky (Rating Upgrade)
• NANR: Downgrade To Hold On Recession Fears
• IEUR: A Diversified European Equity Fund With A Strong Multi-Year Return Potential
• CHY: Premium Comes Down To A More Reasonable Level
• CDX: Hedged U.S. High Yield Exposure
• S&P/ASX Small- And Mid-Cap Indices: Differentiators In A Large-Cap Dominated Market
• DHS: Experiencing The Bust Phase
• HERD: Diversified Holdings, Cheap Valuation, Strong Performance Track Record
• DFJ: Spotting Strength And Yield In Japanese Small Caps
• IWF: Rate Pivot Less Likely Than A Staying Of Rates
• FLGB: Fade This Ultra Low-Cost Play On U.K. Equities
• VSDA: This Dividend Growth ETF Beats NOBL, But What About VIG?
• EWM: Malaysian Equities May Be Close To A Bottom
• IGRO: Global Dividend Growth ETF With Sub-Par Performance
• Europe's Out-Performance Could Continue For A Few Key Reasons
• COWZ: Don't Blindly Follow The Herd
• IQDG: Global Dividend ETF Outperforming Competitors In The Last 12 Months
• BOTZ: Embracing The Rise Of The Machines
• CEF Weekly Review: All's (Mostly) Quiet On The Distribution Front
• JHI: Recession Incoming, Avoid
• DLY: Discount Narrows, But Still Attractive
• SHYG: You Just Risk Another Round Of High-Yield Chaos
• Tradeweb Exchange-Traded Funds Update - April 2023
• FLCH: The Post-COVID Chinese Recovery Remains Intact
• HPF: Financials Exposure Dragging Down Preferred Shares, Avoid
• QYLD: A Risk Factor No One Talks About
• U.S. Weekly Fund Flows Insight Report: Regional Banking Worries Lead To Sector Financial/Banking Funds Logging Largest Weekly Outflow Of 2023
• How Quality-Driven Value Investing Achieves Alpha
• CLTL: Odd Duckling T-Bill Fund, 4.6% Yield
• NBXG: Deep Discount On An Interesting Tech Fund
• LVHI: Hedged And Double-Edged
• PRNT: Patience Required As 3D Printing Finds Its Spot In The Market
• TAN: Solar Stocks Jump, But Broader Bearish Trends Persist
• LGI: A Worthy Global Fund To Add To Your Portfolio Today
• GDXJ: Extremely Poor Risk-Reward Outlook
• These Signals Cause Me Not To Buy A Stock
• RVT Vs. SQLV: Competing Royce Small-Cap Value Funds
• SJB: This ETF Has Won Big At HYG's Expense, And Will Again
• SDS: Added To Our Model Portfolio (Technical Analysis)
• BOIL: Amplified Daily Gains At Expense Of Structural Imbalances
• VIXY: Buy Insurance Before The House Catches Fire
• XLU: Collect And Protect With Hedged Investing
• EPOL: Polish Stocks Are Undervalued But Volatile
• XYLD: This Fund May Outperform If A Recession Occurs
• China Fund: Invest In China's Leading Platforms At A Steeper Than Usual Discount
• SKYY: Cloud Computing Stocks Are Too Volatile To Own
• Homing In On Quality In Climate Investing Strategies
• Better High-Yield Passive Income Buy: SPYD Vs. JEPI
• CIK: Resilient HY CEF, Back To Normal
• SPY: Earnings Season Winners And Losers For Q1 2023
• JNUG: This Junior Gold Mining ETF Could Deliver Senior Returns
• QDF: The Dividend ETF With Excellent Quality But Vulnerabilities Elsewhere
• PDO: Best To Wait For A Better Price Due To Inherent Risks
• FTQI: 11.8% Yield With A Caveat
• SPMB: It Is Probably Time To Start Buying Agencies
• Bank of America Predicts A 'Full-Blown Recession': SPY Implications
• XHB: A Solid Valuation After The Rally, Eyeing Key Moves On The Chart
• GOVT: Treasuries Are Safe For 2023 - Hide There For A Good Time, Not A Long Time
• Franklin FTSE Canada ETF: Mixed Conditions
• VPU: Market Headwinds Lead Me To Utilities Yet Again
• The 10 Best High-Yield Monthly Paying ETFs You've Never Heard Of
• AIEQ: Underperforms The S&P, Avoid
• SCHD Vs. MOAT: Which One Is Better?
• IEFA: Logic In The Ex-U.S. Approach
• IYF: U.S. Financials Stocks Offer Pro-Cyclical Upside
• PIN: Still A Compelling Option For This Year
• EFG: Non-U.S. Growth Stocks Are Undervalued But Unexciting
• 4 Reasons To Stay Away From VNQI
• TUR: Here's What To Expect From Turkey's 2023 Elections
• SMH: Biggest Is Also Best For Hedged Play In Semis
• QQQ: How Long Can Investors Ignore Plunging Free Cash Flows?
• FFA Vs. ETB: Discounted Call Writing Funds
• Are You Thinking The Dollar Has Peaked? TEI Might Be For You
• GDX: Gold May Be On The Verge Of A Larger Break Higher
• PEJ: Ready To Roll The Dice?
• SPY: Are We Going To Celebrate 4.9% Headline CPI?
• FTHI: 8.8% Yield Likely To Revert To The Mean
• Is Apple The Future Of Finance?
• MUB: Risks Exist But A Good Proposition On Balance
• Weekly Closed-End Fund Roundup: BlackRock Repurchases (April 30, 2023)
• DGS: High-Yielding EM Fund Investing In Dividend Paying Small-Cap Stocks
• YOLO: Reintroduction Of SAFE Banking Act Creating New Opportunities For Cannabis ETFs
• CWS: An Active ETF That Flies Under The Radar, But Shouldn't
• XYLD Vs. RYLD: Comparing Different Market-Cap Call Writing ETFs
• SCHM: Downward Earnings And Sales Revision Will Cause More Downside
• BOIL: Hopes For A Rebound In Natural Gas Are Looking Grim
• ANGL: 7.3% Yield To Drive Outperformance Vs. Stocks
• 4 Reasons HQH Is Great For Retirement Portfolios
• RYLD: A Fund That Should Outperform In A Recession
• ULST: Short Term Bond ETF That Fails To Compete
• Meta Platforms Takes Center Stage Among Moat Stocks
• IEV: Large-Cap European Stocks Offer Great Value
• It's An Interesting Time To Consider High Dividend International Equities
• GXC: Ride The Next Inning Of The China Rebound
• VDE: A Major Share Price Correction Could Be On The Way
• FRA: Earn A High Yield And Reduce Your Interest Rate Risk
• BIL: Potential Treasury Bill Reactions To The Government Default
• AOK: Just Buy IVV And IUSB Instead
• Digital Realty Trust: Hold Until Shares Hit Q1 2023 NAVPS
• Create Your Own Buffer ETF With Double-Digit Return Potential And 20%+ Downside Protection
• DBA ETF: Agriculture Offers Upside In May 2023
• HNW: How To Analyze, And Why You Should Pass On This Fund
• VUG: A Wonderful Growth ETF, But Tread Cautiously At This Precise Moment
• RVT: Small-Cap Exposure At A Deep Discount
• EEM: From Technological Innovation To Resilient Banks, Emerging Markets Could Be It
• IDV: International Dividend Payers Looking Better, But Not A Buy Yet
• QQQ: FAANG Dominance Is Hurting Equal-Weighted ETFs Like QQQE
• Incoming Turkish Stock Market Crash Likely
• My Methods For Finding The Best Stock Portfolio - Part 2
• Where Some Value Is Hiding In Plain Sight
• RISR: Compelling 6.8% Yield From AAA Assets With Negative Duration
• Economic Moats Sustain Tech Leaders In Turbulent Times
• FLC: Regional Banking Crisis Exerts More Downward Pressure
• 4 Reasons QQQX Might Be The Best Covered Call Fund
• Use SMIN's Small Caps To Profit From India's Sweet Spot
• INDY: Large-Cap Indian Stocks Are Probably Overvalued
• BIZD: Structural Flaws Lead To Consistent Underperformance For This BDC ETF
• U.S. Debt-Ceiling Standoff Pushed ETF And Mutual Fund Investors Toward Safe-Haven Plays
• KRE, KBE Bank ETFs: Ugly Except Maybe Now
• AWAY: A Bet On The Further Recovery Of Tourism
• SPLV: Can This Low-Volatility ETF Outperform In A Recession?
• Liberty All-Star Equity: A Fat 10% Yield From USA
• TDV: Technology Aristocrats With Attractive Valuation
• BDRY: Consumption-Led Model For China Is Negative For Freight Rates
• VWO: Emerging Markets Holding The 2022 Lows, Valuation Not As Cheap As You Think
• Why I'm Considering Electric Utilities For My Portfolio
• WTV: A Shareholder Yield ETF With Great Valuation
• PTNQ: A Low-Yielding Tech Sector Focused ETF Poised For Strong Growth
• Good (Bad) Banks And Good (Bad) Investments: At The Right Price.
• SPYG: Positioning For Growth In The Current Market
• IFN: A Quality Play On The Indian Growth Story
• The Return Of The Size-Value Premium
• OFS Credit Company: I'm Passing On The 25.6% Yield
• VWO: Time For Emerging Markets, But Choose Wisely And Opt For FRDM
• Wealth Without The Drama: Creating Our Own Growth Through High Cash Yields
• RA: A One Year Follow-Up; Still A Sell
• BUI: Peer-Leading Utilities Fund Yielding 6.2%
• GGT:  Telecom And Media Equity CEF, 15% Dividend Yield
• BIGZ: A Growth Fund That Also Provides Monthly Distributions
• BILS: 5% Isn't Good Enough
• AIVL: Valuation, Growth Weigh On Rating
• PFF: More Banks May Fail And Bring Preferred Equities Along With Them
• PEY: Should You Buy This 4.80% Dividend-Yielding ETF?
• IFN: Bullish Long-Term Catalysts In India, Sustainable High Yield
• EVV: Return Of Principal Fund And Alternatives
• PTA And PFO: 2 Preferred Closed-End Funds Trading At Attractive Discounts
• HYLD: High-Yield Corporate Bond ETF, Strong 7.9% Dividend Yield, Dividend Growth Potential
• PFXF: Surprisingly Volatile Ex-Financials Preferred Equity ETF
• IAT: Buy The Dip, And Using TLT As A Hedge
• Failing Banks And A Looming Recession Highlight The Need For Risk Mitigation In Your Portfolio
• The 'High-High-Low' Closed-End Fund Report, April 2023
• CEN Proposes Merger Into An Open-Ended Fund: Yes Or No?
• TSLY: Excessively Risky, Uncompelling Investment Thesis And Value Proposition
• PDI: 3 Important Risk Factors To Consider Before Going Long
• PFXF: Offers Exposure To Preferred Stocks Without The Financial Baggage
• PFFD: Beware Financials Exposure
• My #1 Investment Advice: 'Stay The Course'
• Fed Pause Won't Save The Day
• METV: Artificial Intelligence Could Greatly Enhance The Metaverse With Time
• CIBR: More Growth Prospects With ChatGPT-Style AI
• EWC: I Still Like Canada Going Forward
• IJS: Value ETF Outperforming Competitors In The Last 12 Months
• Why Most Investors Underperform The Market | Part 5: Timing The Market
• MXF: Beware The 'Nearshoring' Optimism In Mexican Equities
• CEF Weekly Review: 'Best-Of-Breed' Designation Is Usually An Admission Of Ignorance
• Generating Income By Harnessing Volatility
• SHV: If There's A Free Lunch On Wall Street, This Is It
• HYBB Vs. HYG: Comparing Two IShares High Yield ETFs
• Weekly Closed-End Fund Roundup: April 23, 2023
• IYLD: Diversification Doesn't Help This High-Yield ETF
• KYN And KMF Proposed Merger: Yes Or No?
• EXG: Global Fund With An Options Strategy At A Deep Discount
• ARKK: Can We All Stop Pretending Now?
• VONG: Vanguard's Russell 1000 Growth ETF Wins With Consistency
• My Dividend Growth Portfolio April Update - Dividend ETFs Are Looking Appealing
• All About ETFs: Answers To 12 Popular Questions About ETFs
• FVD: Dividend Quality ETF Mitigating Downside Risks
• DIVZ: Tactical Adjustments Made To Help Defensive Dividend Investors
• FSCO: A Tactical Buy Coming Up For This 14%-Yielding Credit CEF
• IGR Rights Offering Results
• DJIA: JEPI Has A Frenemy, And It Highlights JEPI's Risks
• AIQ: An Artificial Intelligence Portfolio With Strong Potential
• IAT: Regional Banks Are Falling Like Dominos
• HAUS: A New Residential REIT ETF To Consider
• Equity CEFs: ETV Is A Far Safer Fund Right Now Than The S&P 500
• CEF Insights Podcast: ClearBridge Investments On Generating Equity Income
• KRE: A Key Level To Be A Buyer
• RWL: Better Stick To Alternatives
• The Quality Closed-End Fund Report, April 2023
• VIG: I Own This ETF So I Can Sleep Like A Baby
• HEWJ: An Unfavorable Near-Term Setup For Japanese Equities
• The Month In Closed-End Funds: April 2023
• KRE: Too Much Fear, Too Cheap To Ignore
• EVV: Nice Discount, But Best To Sit And Wait For More Visibility
• AVDV: International Small-Cap Value ETF, Incredibly Cheap Valuation, Good Performance
• UDN: Volatility Reigns, But The Dollar Should Remain King In 2023
• Trapped Between Inflation And Recession: Derisking Portfolios With High Yielding Investments
• What Does A Fed Pause Mean For Investors?
• Quality And Pricing Power: An Unsuspecting Inflation Hedge?
• U.S. Weekly FundFlows Insight Report: Despite Plus-Side Returns For The Week, ETF And Fund Investors Duck For Cover During The Fund-Flows Week
• NSL: Amortizing 'Return Of Principal' Fund
• ArrowMark Financial Corp: Can You BANX On This Yield?
• ETG: This Globally-Diverse CEF Is Worth Considering For Your Portfolio Today
• FYLD: Portfolio Of Dividend-Paying Growth And Value Stocks Delivering Results
• VXX: Bully Market Does Not Equal Bull Market
• BND: Bonds Are A Strong Buy Relative To Stocks
• XRT: The Street Is Betting Against Retail
• KRE: There Will Be A Time To Buy Banks, But Not Yet
• KRE: Are You Thinking About Buying Regional Banks? Consider Options
• Rose's 80-Stock Income Garden Is Green (Up 2.13% YTD) With 4.5% Yield (April Update)
• Bonds Likely Offsides As Powell Dances Around A Pause
• YALL: A Self-Styled Patriotic Fund With Strong Return Potential
• VIS: U.S. Industrials Are Undervalued With A Margin Of Safety
• My Methods To Finding The Best Stock Portfolio
• Banks With Competitive Advantages Show Resilience
• The Mercator International Opportunity Fund Q1 2023 Report
• UVXY: Don't Get Carried Away By The Low VIX
• Monthly Newsletter - April 2023
• Is Japan Springing Into Bloom?
• Signs Of Progress, Elements Of Uncertainty
• Swiss Helvetia Fund: Fade The Wider-Than-Usual NAV Discount
• AMLP: Declining Oil And Gas Demand, Production May Soon Hamper Dividends
• OUSM: Safe, High Quality Dividend Fund With No Regional Banks
• VanEck Brazil Small-Cap ETF: Good Value On Offer, But Risks Remain
• PSCT: Unfavorable Conditions For Alpha Generation
• COMB: Cheap But Inefficient
• Debt Ceiling Risk: Getting Long UVXY Through Mid-June
• Portfolio Strategy After Fed Hikes Rates, Continues Quantitative Tightening, No Rate Cuts Ahead
• USO Plunges For Worst 2-Day Drop Since June 2022, Oil Features Bearish Risks
• PSK: Investment Grade Preferred Equity Fund
• If History Is Any Guide - These Are Your Dos And Don'ts
• Potential To Maximize Returns In A Recession With SPXS
• JEPQ: This ETF Should Outperform During A Recession
• Avantis Emerging Markets Value ETF May Be Heavily Undervalued
• AVUV Vs. XSVM: Active Small-Cap Value ETFs Use Different Strategies
• RPAR: Should Likely Perform Well In A Recessionary Environment
• FALN: Update On This Strong-Performing Defensive High-Yield Bond Option
• XSD: Growth Is Sustainable For The Long Term
• VBK: Small-Cap Growth Stocks Are Undervalued But Remain Volatile
• EZU: Eurozone Stocks Are Cheap In 2023
• The Best Of Both Worlds: Sustainability In Sectors
• POTX: The Weed Barge Is Sinking, So Consider Abandoning Ship
• ASHR: Politburo Meeting Clears The Path For The Next Leg Of Chinese A-Share Upside
• BCI: Consider A Few Alternatives
• PGF: Preferred Shares From Mega-Cap Financial Services Companies
• RWJ's Roller Coaster Ride: Potential Bottom Quartile Performance Ahead?
• XLRE: Some Strength Amid Real Estate Gloom, But Wait
• RA: This Incredibly Expensive CEF Has An Unsustainable Distribution
• IIM And IQI: High-Quality Muni Funds, But Leverage Adds Volatility And Risks
• USFR: A Low-Volatility Call Option On U.S. Government Dysfunction?
• EIS Is Cheap If You're Confident In A Rate Pivot
• The U.S. Dollar: The Demise Of The World's Reserve Currency
• VXUS: Recent Returns Have Been Strong, Time To Buy
• Domestic Equity Funds On Pace For Sixth Straight Monthly Outflow
• SMHB: A Huge Yield With Specific Risks
• IWM: You May Want To Buy This Dip
• An Alternative Income Strategy
• Money Market Funds: The Next Bubble Or The Logical Alternative To Savings Accounts?
• YYY: A High-Yield, High-Risk Fund
• BUL: Don't Buy Pacer's Cash Cows Growth ETF
• PTY: One Of Their Best Over The Last Decade, Still Hold
• XSVM: Works Great With A Crystal Ball
• CHIQ: Ideal Way To Play The Chinese Economic Reopening
• SOCL: Not Expensive But Unattractive In Volatility-Adjusted Terms
• Compounders And Dividends: April 2023 Portfolio Update
• IHE: Pharmaceutical Stocks Are Cheap And Offer High Long-Term Returns
• Healthcare And Facebook Help Propel My 25 Stock ~$424K Portfolio To New Highs In April
• BAB: After A Strong Run, Time To Moderate Expectations (Rating Downgrade)
• VRP: Variable Rate Preferred Shares With Low Duration
• WEAT: Positive Catalysts Percolating, Wait For A Buy
• April AAII Asset Allocation Survey: Another High For Fixed-Income Exposure
• IXP: Global Tech And Media Stocks Are Undervalued
• ASGI: Buy This Infrastructure CEF To Make Money Even In The Absence Of Growth
• BCD: High Returns, Low Fees
• NXP And NUW: 2 Higher Quality Muni Choices
• BCAT: Good Strategy And Price But The Distribution May Not Be Sustainable
• MLPA: Compelling Valuation, Low Volatility, Waiting On A Breakout
• Vanguard Consumer Staples ETF: A Low Cost, Defensive Play
• IFRA: Low Volatility Makes It Seem As Good As A Treasury Bond
• XSLV: Mind Quality Risks When Seeking Low Volatility In Small Caps
• PAXS: A High-Risk, High-Reward Bond CEF
• Drift Report On SPXS And 21 Leveraged ETFs
• GXG: Heightened Reform Uncertainty Weighs On The Colombian Outlook
• SCHA: Why You Should Sell Schwab's Small-Cap ETF
• Flights To Safety: Treasuries, Gold, Nasdaq (?) And Bitcoin (?)
• SPLG: S&P 500 Dashboard For May
• NMAI: Despite Consistent High Yield And Discount, This Fund Fails To Impress
• My Current View Of The S&P 500 Index: May 2023 Edition (Technical Analysis)
• VWOB: You Should Buy U.S. Treasury Instead
• PDBC: Buy/Hold Investors Have Better Options Available
• BUZZ: Not Convinced By Failure To Outperform In Tougher Environment
• IWM: Expecting More Consolidation In The Market
• No, DIVO And JEPI Are Not Underperforming, They Are Performing As Expected
• Constructing A $50,000 Dividend Growth Portfolio With A Reliable 3.4% Yield
• 'The Big Short' Michael Burry Bought Farmland. Here's Why
• EFV: An Ex-U.S. Value ETF Overweight In Financials
• Franklin FTSE Europe ETF: Relative Outperformance May Not Linger
• IGV: Further Upside Is Likely (Technical Analysis)
• OXLC: Q1 Preview And Outlook
• A Close Look At Short-Term TIPs As Inflation Continues To Go Down
• U.S. Weekly FundFlows Insight Report: International Equity Funds Record Second-Largest Weekly Outflow Of Year
• CXSE: Fade The 'No SOE' Investing Approach This Year
• PSQ: Short NASDAQ On Recession Fears
• CEF Weekly Review: Bank Wobble Drives Deleveraging In Some Preferreds CEFs
• Closed-End Fund: April 2023 Check On Valuation
• Investing For Growth And Income
• JEPQ Probably Headed Higher And Still Generating A 10% Plus Yield
• Timing The Stock Market With The Conference Board Leading Economic Index
• AVEM: Emerging Markets Stepping Up As The United States Continues To Fight Inflation
• How Geospatial Data Can Inform Investing Decisions?
• RAAX Remains A Subpar Inflation-Hedge ETF, No Reason To Buy
• Cautious Optimism Is The Right Posture
• JO: Better Monetize Your Coffee Gains Now
• Why Most Investors Underperform The Market | Part 4: Embracing The Noise
• USMV: U.S. Recession Insurance Is On Sale
• RINF: High Inflation May Be Structural
• TWN: Fade The NAV Discount On This Taiwanese Investment Vehicle
• TYG: Discount Deepens On This Infrastructure Fund
• Conviction (Or How To Lose A Lot Of Money In Investing)
• Alternative Asset Managers Getting Into Insurance: Beware Of The Changing Risk Profile
• DURA: An ETF Seeking Dividends With Quality
• DNL: A Diversified Large-Cap Global Equity ETF Generating Strong Returns
• Stocks Finish April Higher, Impressive Earnings Boost Large Caps, VB Small-Cap ETF Lags
• KBWD: Buy The Dip As The Worst Is Likely Over
• DES: Valuation And Quality Are Attractive, Not Performance
• It's Springtime For Active Bond Investors: Finally, A Tactical Opportunity, Including AGG
• RSP ETF: Compelling Risk Premiums
• DIVO: This Dividend Grower Deserves Your Full Attention
• STPZ: TIPS Close To A Buy Zone, At Much Higher Yields Than Before
• IYK: While Underperforming In Bear Markets, Great Returns Long Term
• FDL: The Dividend Leaders In The ETF Might Not Meet Expectations
• Project $1M: Q1'23 Brings Welcome Relief
• HPS: Paying More Than It Earns
• SCHD: The Creme De La Creme Of ETFs
• BIZD: Top Of The Capital Structure Is The Best Seat In The House During A Recession
• VT And ACWI: How To Invest During Recession And Beyond
• FBND: What Is The Answer For A Potential Recession? We Think Bonds
• The Market Is Too Risky For TQQQ Speculation
• BKCH: The Bumpy Ride Towards The Future Of Blockchain
• WisdomTree's Quality Dividend Growth Strategy Turns 10
• NOBL Vs. SDY: Which Dividend Aristocrats ETF Reigns Supreme?
• SCHG: Heavier Exposure To Earnings Power Of Apple, Microsoft, And Google
• PDT: This CEF Looks Great In The Current Climate, But It Is Overpriced
• How To Allocate $10,000 Among My Top 10 Stocks For May 2023
• MEGI: Deep Discount Persists, Presenting An Opportunity
• SDY: Dividend Aristocrats Sag Vs. SPX This Year, Waiting For Better Days
• PALL: Palladium Finds A Bottom
• DBP: With Gold At A Yellow Light, This ETF May Have A Silver Lining
• Owning The ProShares UltraPro Short QQQ Is Still Too Risky
• PIMCO CEF Update: What's Ailing PDI?
• TBIL: How Will Debt Ceiling Impact Treasury Bills?
• VEGI: A Future Market Leader, Just Not Yet
• The Smead International Value Fund Q1 2023 Shareholder Letter
• PFL: A Few Reasons I Think Its Next Move Will Be Higher (Rating Upgrade)
• SGDM: Opt For Gold Miners As A Recession Looms
• Why I Bet Most Of My Family's Net Worth On Beating The Market
• Equally Weighting Within Sectors: Impact And Potential Applications
• SVOL: Still Excessively Complicated And Risky
• Chart Of The Week: When Does The Free Lunch End?
• Potential Applications Of U.S. Equities For Asia-Based Investors
• FLBR: Fiscal Issues Remain The Key Overhang On Brazilian Equities
• DNP: Moving From Sell To Hold On This CEF
• Buffett Back For More In Japan
• Chile's Lithium Nationalization Decision Validates My Risk-Averse Investment Strategy Approach
• ARKF: Is Cathie Wood's FinTech ETF Set To Soar?
• KLA Corporation: The Only Semiconductor Equipment Stock To Own Following Earnings
• Safe And Smart Playbook Helps CLOI Outperform In Q1
• FXY: U.S. Recession Could Reignite A Flight To Safety To The Yen
• ETO: This Attractively-Valued CEF Is A Good Choice For An Income Seeker
• Watch Your VIX Shorts - Volatility Back On The Table, SVOL At Risk
• PCM Fund: Pushing All-Time High Premium
• JPIE: Multi-Asset Bond Fund From JP Morgan
• SPDN: Time To Profit From The Latest Failed S&P 500 Rally
• Municipal Closed-End Funds: Near-Term Pain, Long-Term Gain?
• KRE: The Banking Crisis Has Slowed, But It Cannot Be Stopped
• Billionaire Investor: U.S. Going Through 'Textbook' Financial Crisis - SPY Implications
• AVLV: U.S. Large-Cap Value ETF, Cheap Valuation, Good Performance
• GF: A Discounted Play On The German Recovery
• MMT: Multi-Asset CEF With An Active Trading Strategy
• FXI: A Year Later, China Is Still A Contrarian Play
• BUZZ Investing: Stock Gains Mask Increasing Volatility And Narrowing Breadth
• DFAI: A Globally Diversified ETF With Strong Potential For Outperformance
• TUA: New Simplify Short-Term Treasury ETF, With A Twist
• GCC: Attractive Fees, Underwhelming Performance
• SPDV: Now Yielding 4%, Is This Dividend ETF Worth Buying?
• QQQN: Playing The Next Generation Strategy
• Unlocking The Investment Potential Of 'S' In ESG The Key? More Research And Data On Social Issues
• RNP: 8.5% Dividend Backed With Robust Fundamentals
• Record Short Position In Treasuries - Are Hedge Funds Betting On The U.S. Default?
• PSI: A Possible Recession Means That There May Be More Downside
• VBR: Small Cap Value Too Cheap To Ignore
• UTF: Strong Long-Term Infrastructure Fund To Consider
• SGDM: Sprott Gold Miners ETF Could Soar On Debt-Ceiling Drama
• UGA: The Gasoline ETF For The Peak Driving Season
• Mega-Cap Tech Earnings Hit: METV A Buy As Investors Hunt For Growth
• TIP: De-Dollarization Should Help Drive Real Yields Lower
• Most Undervalued Asset Classes, Equity Industries, Segments, And Regions
• EFA: Why U.S. Stocks May Be Left In The Dust
• CRUZ: A Great Destination For Playing The Long-Term Recovery In Global Travel
• Top 5 Benefits Of Direct Indexing: Our View
• 2023 Active Management Outlook: Why We Believe Active Is Attractive
• Settling In For The Long Haul
• Equity CEFs: An Even Better Opportunity To Own The Eaton Vance Equity CEFs (ETJ And EXG)
• MDY: Valuation Is Low And It Is Time To Accumulate
• RFV: Pure Value ETF Outperforming For 3 Years
• XHLF: 6 Month Treasuries In A Fund Format
• IRBO: Like A Mini BOTZ, This ETF Could Benefit From Artificial Intelligence Growth
• BJK: Risk/Reward Profile Is Less Attractive Than Peers
• SGDJ Could Fall Sharply If Gold Turns Bearish
• VGSH: Value Your Cash, Understand Risk
• VNQ: Rising Rates Have Destroyed The Appeal Of This Fund
• INDA: The Future Locomotive Of The Global Economy With A High Valuation
• VNQ: Collapsing Transaction Volumes And Bank CMBS Liquidity Spell Trouble For REITs
• PGJ: Still On Course For A Reopening-Driven Rebound
• SCHD: The Best Dividend ETF To Buy With Or Without A Recession
• KWEB: The Inflection Point Is Approaching In The Coming Months
• Get Ready For 5% Money Markets: VGSH Appealing, But Not Best For Your Cash
• UTEN: Constant Maturity 10-Year Treasuries
• VTI Or SPY? Why We Choose VTI
• VTI: U.S. Bull Move In 2023 Running Out Of Gas (Technical Analysis)
• IGLB: Income Investors Should Start Accumulating Now
• VUG: Historically A Better Option Than S&P 500 Growth
• BRW: Unique CEF With Some Good Qualities, But Distribution Looks Unsustainable
• Consider STIP To Get Protection Against Recession
• HIO: Unlevered Junk Bond Fund Paying More Than It Earns
• The Journey To Investment Success: Embracing Failure And Evolving Your Strategy
• GAB: A Solid CEF That Beat The Market Last Year, But An Expensive One
• RYH: A Good Option For Equity Exposure With An Uncertain Economic Outlook
• XLK: Tech Stocks Have Dismantled The Bearish Thesis
• ECH: Chilean Stocks Offer High Potential Returns But Not Without Volatility
• DWX: Global ETF With A 4% Yield And Caveats
• SDOG: ETF With A Simple And Sensible Strategy, But Average Result
• SCHD Performance In Focus: Quartile Rankings Vs. 78 Large Cap Dividend Peers
• Second Quarter Outlook For Biotech Stocks
• DAX: A 'Goldilocks' Scenario Is Back On The Table For Germany
• ONEY: An Option To Invest In Large-Cap Stocks With High Quality And Yield
• PBJ: A Defensive Consumer Staples Fund With The Potential To Protect Against Inflation
• BJK: These Gains Don't Seem Sustainable (Rating Downgrade)
• FLOT: 5% Yield From Floating Rate Bonds, Hold
• SRET: When 7.5% Dividend Does Not Justify The Risk
• Worst YoY Global Chip Sales Since The GFC, But XSD Still A Buy
• VIG: A Cheap And High Quality Dividend Growth ETF
• Is Europe Facing Another Banking Crisis?
• IYH: Even During A Recession, Folks Want To Stay Healthy (Rating Upgrade)
• TTT: Recent History Has Your Back
• Value Stocks Are The Place To Be
• ICLN: Be Cautious About ESG Promises
• TSLQ: Tesla Peaked Exactly When Earnings Estimates Peaked
• Bull Trap Alert: Low Breadth And Violent Rallies
• NUSI: No Added Value
• China Onshore Vs. Offshore Equity: Understanding Their Unique Exposure
• PLW: A Clean Way To Buy The Yield Curve
• PSLV: Going Higher, But Patience Required
• EPHE: A Far From Ideal Near-Term Setup For Philippine Equities
• NUSI: Running In Place To Nowhere
• Emerging Markets - Growth Rotates To Asia
• Franklin FTSE Mexico ETF: 'Near Shoring' And Its Investment Boom In The 'Close South'
• ACV: Hybrid Convertible Fund At A Discount
• Credit Risk In Focus Amid Bank Tumult
• 5 Best CEFs To Buy This Month (April 2023)
• CEF Weekly Review: Investors Continue To Shy Away From Loans And Munis
• MJ: 4/20 Passes, But Little New Bullish Hope For Pot Bulls
• JEPI: Worth The Yield?
• EM Debt: Safe Ship In Stormy Seas
• Small-Cap Growth ETFs: How IWO Stacks Up Against SLYG And JSML
• DJIA: Likely To Continue Trading Higher (Technical Analysis)
• RQI: Patience Required For This 'Swing For The Fences' Fund
• Managed Futures For Diversification Within The Siegel-WisdomTree Longevity Model Portfolio
• CHI: Not A Bargain Yet, Even After Premium Drop
• PMF: The Value Just Isn't There, Despite A Favorable Muni Backdrop
• Why Most Investors Underperform The Market | Part 3: Hunting Forward Yields
• iShares MSCI Peru ETF: How This Fund Stacks Up To Regional Peers
• SRV: This Midstream Energy Fund Fights Inflation And Yields Over 16%
• LIT: Invest In EV Trend, While Eliminating Company-Specific Risk
• iShares Gold Trust Micro ETF: Physical Gold Is A Long-Term Buy
• XLG: Potential Victim If This Narrow S&P 500 Market Broadens
• NANR: Invest In Western Energy And Food Security
• ASA: This Gold Fund Can Maintain The Purchasing Power Of Your Wealth
• Looking Back At Equity Factors In Q1 2023 With WisdomTree
• XBI: Uncorrelated Growth Capitalizing On The M&A Tidal Wave In Pharma
• IGD: International Equity CEF, 9% Yield
• QQQ Vs. QQEW: Equal Weighting Has Not Benefited Investors
• ACWX: Low-Yielding, Widely Diversified Portfolio Of Large-Cap Ex-U.S. Stocks
• FTRI: ETF With 8% Yield To Bet On Commodities
• Earning Income Through ETFs Of CEFs
• How To Allocate $25,000 Among My Top 30 Picks For April 2023
• PSCC: Small Cap Focus May Limit Returns Of This Consumer Staples ETF
• U.S. Weekly FundFlows Insight Report: Money Market Funds Witness Their Third Largest Weekly Net Redemption On Record For The Fund-Flows Week
• International And Non-U.S. Present Real Opportunity/U.S. Dollar Should Continue To Weaken
• ICAP: Strong 9.3% Yield, Risky Holdings, High Expenses
• EWX: The Onus Is On Asia
• KMET: Too Passive For The EV/Energy Transition Space?
• VanEck Inflation Allocation ETF: Still Offers Some Merit, But The Core Thesis Is Diminishing
• FNCL: A Mini XLF With Similar Momentum
• VTV: These 5 Stocks Explain Its Disappointing Start To The Year
• JJC: When ETN Structures Can Trip Your Portfolio
• The 60/40 Portfolio Is Alive And Well
• RDVY: Dividend Growth Spin On Nasdaq Stocks May Pay Off In This Market
• Natural Gas And The BOIL ETF At The Start Of The 2023 Injection Season
• Rates Are Close Peaking; I Am Cautious On Equities
• AIF: Hedge Your Interest Rate Risk With This Affordable CEF
• Eyeing Value Among High-Yield Energy Stocks: FCG A Buy
• BMEZ: Attractive Discount On This Riskier Healthcare Fund
• DIVB: Shareholder Yield Is A Good Idea, But Cambria Did It Better
• DGRS: Investing In Quality Dividend-Paying Small-Cap Growth Stocks
• XLE: Be Protected, The Next Oil Bull Market Will Be Wild!
• Skip JEPI And Buy These 3 Dividend ETFs
• QYLD: The Yield Is A Mirage
• PSLV: Expect Silver Prices To Rise During 2023 In A Recession
• QMOM: Alpha Or FOMO
• The Return Of Diversification
• IUSB: Broad, Diversified Bond Fund, Growing 4.2% Yield
• TMFC: No Added Value, Avoid It
• CTEC: Clean Tech Equities Are Undervalued But Volatile
• Refinitiv Lipper U.S. Mutual Funds And ETPs Q1 2023 Snapshot: Conventional Fund And ETP Assets Under Management Rose In Q1 By A Combined $1.772 Trillion
• QTUM: A Way To Invest In Quantum Computing And AI
• RINF: A Direct Bet On Inflation Break-Even Rates
• JPS: CEF Merger Arbitrage Opportunity
• PSCC: Relatively Cheap Consumer Staples Play With Imperfect Profitability
• REZ: Greater Dangers Ahead For Real Estate After Banking Hullabaloo
• BATT: Falling Lithium Price Makes EVs More Affordable
• PCN: A Very Good Bond Fund With A Sustainable Yield, But Price Is Way Too High
• The SPDR S&P Metals and Mining ETF Is Not Diversified Enough
• PCEF: A 9% Yield ETF With A Concerning Track Record
• BDCZ: This BDC ETN Is Not Worth The Risks
• Do The Best Equity Fund Managers Follow The Bond Market?
• Leveraged Biotech ETFs: Hold LABU, Sell LABD
• VOOV: Large-Cap Value Attractively Priced, All Eyes On Earnings Season
• UTWO: I Will Follow This New 2-Year Treasury ETF Closely
• GAM: Might Need A Change In Managers
• REZ ETF: Decent And Consistent Yield In The Right REIT Segments
• FOF: This Attractive CEF Has Nice Features, But Is Substantially Overpriced
• HYMB: An After Tax Yield Worthy Of A Second Look
• SCHD: A Winning Combination Of Income And Growth
• TARK ETF: The Upside Can Be Huge, But Know How To Play It
• Equity CEFs: The Irony Of The Cornerstone Funds CLM And CRF
• ICVT: Low-Cost Convertible Bond Exposure Outperforms Active CEFs
• FRDM: Emerging Markets Are Hated So Much It May Be Time To Buy
• QQXT Vs. QQQ: Tossing Tech Stocks Hasn't Worked Most Periods
• COWZ: This Buffett-Style Value ETF Could Change Your Life
• ITB: A Bottom For Housing Starts In The South Extends The Seasonal Trade
• OBIL: Exposure To Constant Maturity 12-Month T-Bills
• IYE: It's Early, But Consider A Harder Winter
• Rating Migrations Shake Up Sector Exposure
• The Same, Only Different
• FAS: The Worst Of The Banking Turmoil Seems Over, For Now
• SPMO: Momentum Factor Strategy Can Keep Outperforming
• Latest Memo From Howard Marks: Lessons From Silicon Valley Bank
• FPL: Underwhelming Compared To The Index But Not Too Bad
• Coffee Can Portfolio 1 Month Update
• HTD: Long-Term Winner Despite Latest Volatility
• FT: Solid Combo Of Junk Bonds And Utilities
• QCLN & PBW: Renewable Energy Bust Takes No Prisoners
• Corporate Balance Sheets Strong, Lending Standards Tighten, JNK Risks Balanced
• Global Islamic Indices Gained Over 10% In Q1 2023, Outperforming Conventional Benchmarks
• TLT: Not Convinced Of A Deep Recession
• MEGI: Recession Resistant High Yield Income From This Infrastructure Megatrends CEF
• How Equity Market Sectors Are Evolving
• Pre, Premature Wish - Weekly Blog # 780
• BAPR: Worried About A Market Sell-Off? This Could Be The Answer For You
• SYLD: Great Dividend Growth For The Long Term
• PTF: Technology Dashboard For April
• PFFV: Variable Rate Preferred ETF, 6.5% Yield, Some Rate Risk
• SCHX: Doubling Down On Large-Caps
• RQI: Rising Rates And Lack Of Diversity Make This Fund A Sell
• SWAN: Now Is A Good Time To Own
• DVAL: Now An ETF, This Top Performing Large Cap Value Fund Has My Attention
• QYLD: Why I Own It When It Lags The Market
• EVT: High Cyclical Exposures May Drag On Performance
• Value Stocks - Now And Always
• Money Market Funds Attract Largest Net Inflows Since April 2020 For March
• SILJ: Could Explode In A Silver Bull Market
• Brace For A Potential Recession Through QQQ And IEF
• Making Sense Of The Markets And How To Position Your Portfolio
• BUYW: Cross Asset Buy-Write Fund Outperforming The S&P 500
• QYLD: Why This Covered Call ETF Isn't Paying Off
• EVT: Solid CEF Offering From Eaton Vance With A 7.78% Yield
• My Portfolio March Update: 5 Buys
• Analyzing Patent Intellectual Property In High Technology Companies
• S&P 500 Not A Value Into Earnings Season, Monitoring Trends In SCHX
• SPIVA Europe 2022: Singing The Bear Market Blues
• SPIVA Europe Scorecard 2022: A Challenging Year For Fixed Income
• XFLT: CLO Fund Delivers 3% Annual Total Returns Since Inception, Here Is Why
• ETV: Attractive Fund For The Long-Term
• SYLD Vs. SPY:  Slightly Better Return Offset By Greater Risk
• FSTA: Consumer Staples Dashboard For April
• New Regime, New Portfolio Approach
• SPY: Why The Fed Does Not Want You To Think They Will Pivot
• FFC: This CEF Is Looking More Attractive Now, But The Price Is Higher Than Normal
• FDIS: Consumer Discretionary Dashboard For April
• KYN: This Midstream CEF Can Add Income To Your Portfolio At A Discount
• KIE: Is Equal Weighting Insurance Stocks Costing You Money?
• PDI: How To Profit From A Coming Recession
• EWA: I Was Wrong - Australia Continues To Be An Effective Diversifier (Rating Upgrade)
• RDVY: Low-Yielding Large-Cap ETF Generating Strong And Consistent Total Returns
• DNP: Still Too Expensive
• DGRO: An Impressive Option For Growing A Dividend Stream
• TLT: Recession Warning - Heavy Downpour Of Rates Expected
• TLT: Why You Should Be Wary Of Using This ETF As A Market Hedge
• VYMI: Not Much Else Beyond High Yield
• DIV: Out Of Favor Amid The Tech-Led Rally
• The Search For An All-Weather Portfolio
• VYM: I Own It But I Wouldn't Add To It
• IDU: Utilities Dashboard For April
• TLT: A Soft Landing Would Be Bad News For Long-Bonds (Rating Downgrade)
• FIDU: Industrials Dashboard For April
• DJP: The Commodity ETN King Is Not For Me
• Better Buy For Retiring With Dividends: VYM Or SCHD?
• BIZD: BDCs Standing Tall Against Headwinds
• 3 Closed-End Fund Buys In The Month Of March 2023
• EWY: The Korean Recovery Is Just Getting Started
• PFFA: Recession May Lead To Defaults And Dividend Suspensions
• GGN: Compelling Dividend Yield But No Growth Despite Bullish Gold
• CEF Weekly Review: The Key Difference Between Accounting Income And Cash Flow
• KBWB: The Big Bank Trade Is On
• Why Most Investors Underperform The Market | Part 2: Trading On Emotion
• Innovation Is Not Going Away, Buy ARKQ
• VXX: Why, When And How I Plan To Join The Stock Market Bears
• COPX: The Copper Shortage Is Unlikely To Persist In 2024
• FMAT: Materials Dashboard For April
• USCI: Here Are Some Better Options To Consider
• TSLY's 68.43% Annual Yield Is Too Tempting To Avoid
• GBF: Don't Miss The Curve Rally Via This Investment Grade Fund
• Latin American Equities A Risky Bet Today, Wait For A Dip On ILF
• FTEC: Fidelity's Tech ETF Is Going Higher On Lower U.S. Dollar
• IXJ: Healthcare Dashboard For April
• BME: A Solid Healthcare Fund For The Long Term
• NRO: High-Yielding Real Estate CEF Is Risky, Payout Unsustainable
• Q1 2023 Option Trading Results: Starting New Approach
• BST: Offering A Diversified Growth Fund With A 9.4% Yield
• HYG: A Buy Case Amid Banking Crisis
• Position Your Portfolio For Falling Inflation And Continued Uncertainty
• A Guide To Investing In Clean Energy ETFs
• GLQ: Global Equity Fund With Abysmal Performance
• Global ETF Market Facts: 3 Things To Know From Q1 2023
• EHI: Hidden Gem, 11% Yield
• U.S. Weekly FundFlows Insight Report: Large-Cap ETFs Attract Second-Largest Weekly Inflow Of 2023
• SVXY: An ETF That Aims To Profit From Falling Volatility
• The Dollar's Easing Has Been A Boon For These Sectors As Predicted
• XMHQ: Solid-Quality Mix Nicely Positioned For An Abating Inflation Scenario
• OEF: The S&P's Absolute Return Drought Continues, Time To Get Creative
• MLPX: Solid Midstream Energy Fund Balancing Income And Appreciation
• PFN: Underperforming Some Of PIMCO's Other CEFs And Trading At A Premium
• Jump In Tech Layoffs Bad For People, But Good For XLK
• VNM: The Last Of The Asian Tigers
• TQQQ: More Risk Than Reward In 2023
• CNYA: Slower Growth But Still Improved Condition Going Forward
• JRI: Amortizing Infrastructure Fund
• 'Canary In The Coal Mine' For Banking Crisis In ECC Earnings Call? Well, Maybe
• ECF And GCV: Divergence Playing Out, Revisiting This Idea
• Fidelity Low Volatility Factor ETF: Unleashing The Power Of Low Volatility Stocks
• WTI Climbs Above $80, E&P Stocks Catch A Bid, IEO A Buy
• Update On Crude Oil And UCO: A Tragic Mistake Could Cause Oil To Rise
• iShares MSCI Emerging Markets ETF: Some Good, Some Bad
• PHK: This Otherwise Great Bond CEF Is Insanely Expensive Today
• SRVR ETF: How Data Center REITs Revive The Commercial Real Estate Market
• VOO: Doubling Down On Bearish View As Fair Value Continues To Move Lower
• MSD: Get A 9.7% Yield From This Emerging Markets Debt Fund
• VIG Vs. VIGI: One Of These Is The Best Dividend Aristocrat ETF
• 2023 Will Be One Of The Biggest Comeback Years For The 60/40 Portfolio
• Developing Innovation For ESG And Sustainability Investing
• TBIL: The Case For Cash
• BHK: 8% Yield By Holding Over 43% AAA Assets
• Tradeweb Exchange-Traded Funds Update - March 2023
• NBB: Still A Reasonable Option In 2023, But Income Cuts Hurt (Rating Downgrade)
• The Case For Low-Volatility, High-Dividend Equities
• IDX: Alternative Option To Access Southeast Asia At A Discount
• Is The 60/40 Portfolio Still Relevant?
• KBWB: I See Value In U.S. Banks (Rating Upgrade)
• ICAP: Volatile Macro Bets Detrimental To Returns
• JOET: Well-Diversified ETF Combining Quality, Momentum, And Unexpected Value
• HYT: A Worthwhile CEF, But May Have To Cut The Distribution
• UNG: Bullish Opportunity Grows As Energy Producers Race To Cut Output
• SPY: Early CPI Euphoria Dissipated
• EMXC: Unattractive ETF Investing In Potentially High-Growth Segments
• FIW: This Water ETF's Looking To Make A Big Splash
• MFD: Utilities And Infrastructure Fund, Discount Deepens Further
• BLV: Balance Of Treasuries And Credit Risk Provides High Yield Relative To Risk
• Why March 2023 CPI Inflation Rate Eased
• XLI: Taking Profits On Our Tactical Relative Value Short
• FIG: One ETF Holds Multiple ETFs From Simplify
• FTF: Poorly Performing Low-Duration Credit Fund
• Why We Believe You Should Be Investing In Private Markets During Down Equity Markets
• An Expected Downtrend In Gold Suggests Potential Decline For RING
• Market Volatility Opens Up More CEF Relative Value Opportunities
• EXG: This High Yielding Global Equity Fund May Be Ready To Outperform
• USFR: Simple Floating Rate Treasury ETF, Low Credit And Interest Rate Risk, Growing 5.1% Yield
• Quality Amid Turmoil: Moat Stocks Show Strength As Q1 Ends
• THD: Tourism Rebounding However Thai Equities Not Compelling As Exports Slow
• March Madness Dividends/Q1 Update: Rose's Income Garden Portfolio Yield 4.65%
• Why Active Management Still Matters
• ARKG: A Probable Window Of Opportunity, Depending On Banks And The Fed
• EDV: Have Long-Term Interest Rates Peaked? Diversify Through Bonds
• Emerging Markets - Beyond China
• Cash - The Most Active Asset Of Them All
• A Stock Exchange Impetus To Improve Valuations
• Still Far To Go In New Value Cycle
• SNSR: Huge Long-Term Win Potential Via The Internet Of Things
• UNG: A Speculative Buy Into Summer
• HYG: 3 High-Yield Bond Trends
• PBP: BuyWrite ETF Closely Matching The S&P 500 This Year
• SPE CEF: Not For Long-Term Investors
• JQUA: A Quality ETF Beating Competitors, But Still Unconvincing
• UMI: Active Strategy Focused On Energy Infrastructure Underperforms Passive ETF
• Preferred Closed-End Funds: Out Of The Frying Pan Into The Fire
• DTD: Why Dividend Investors Should Replace It With SCHD And VIG
• 3 High-Growth Sectors With Great Potential
• GCOW: Diversified Developed Market ETF With Low Valuation, Decent Yield
• CCRV: Small Commodity ETF That Deserves More Attention
• Stashing Cash: SHY No Longer The Best Play
• The Sunlit Uplands Of Volatility
• EFT: This Floating-Rate CEF Looks Like A Great Way To Earn An Income Today
• JEPI: Stellar Dividends In Volatile Market Conditions
• MTUM: Not A Good Pick When People Should Fade The Rally
• DLN Beats The S&P 500 In Value And Quality, Not In Performance
• Reaves Utility Income Trust: Not Built For The Current Investing Environment
• IBUY E-Commerce ETF Could Struggle In Current Economic Climate
• XLC: 3 Great GARP Plays
• SIL: Silver Mining Sector Breakout Coming, But The Metal Better Long-Term Bet
• The Future For Gold Is Bearish, So Is iShares Gold Trust Micro ETF
• GURU: Promising Strategy Delivers Uninspiring Returns
• Why You Should Be Interested In iBonds Investment Grade Corporate Term ETFs
• EXG: High Yielding Global Equity Fund
• Calamos Investment Team Outlooks, April 2023
• JHAA: 3.6% Discount For This 2023 Term Fund
• Ericsson: Undervalued, But Volatile Revenue, Stagnant Growth, And No Clear Future
• Unwisely Concentrated
• CLOA: 6% Yield From This AAA Fund
• COM: May Provide Right Commodity Exposure Even When Commodities Are Not Performing
• HPI: A Great Fixed-Income CEF, Albeit A Pricey One
• SEF: If You're Bearish On Financial Stocks, You Might Like This ETF
• SLV: Silver Offers Protection Against BRICS Currency Union And CBDC Efforts
• XLC: Bullish Technical Features Unfolding, Rating Upgrade
• QQQ: Buy The Breakout (Technical Analysis)
• RWM: An ETF Poised To Exploit A Collapse In Small Cap Stocks
• Wide Moat ETF Rebalance: No Room For Apple And Tesla; Nvidia Removed; Pfizer, Kellogg Added
• JJN: Nickel Was The Worst-Performing LME Metal In Q1
• KSA: Good Times Ahead For Saudi Equities
• SPE: A Discounted Opportunity
• WIW's Underperformance Explained
• XLF: Option Activity In The Financial Sector Says 'Buy'
• PTA: This CEF Is Generally Attractive, But The Declining Assets Are Concerning
• The Financial Sector And XLF: '...Be Greedy When Others Are Fearful'
• PCK: Pay Attention To Duration, Tech And The Debt Ceiling
• 'Our Favorite Holding Time Is Forever': Buffett's Most Misinterpreted Quote
• SPYD: 4.54% Yield, Disappointing Deal
• Q1 FY 2023 Performance: +18.8% Vs. +2.8% Russell 2000
• CDL: Exposure To Low Volatility Dividend Stocks
• DHY: High Yield CEF Surviving The Credit Suisse Association
• COM: A Long/Flat Strategy That Delivers
• CEF Weekly Review: The Mirage Of 8+% Through-The-Cycle CEF Yields
• A Marriage Of Inconvenience? The Remarkable Harmony Between Stocks And Bonds
• EVG: Discount Widens, But Still Cautious
• SCHE: I See Emerging Markets As A Buy Now (Rating Upgrade)
• Fishtown Capital Q1 Holdings Update
• RIET: Strong High-Yield REIT ETF, Growing 9.9% Yield
• International Diversification: The Recent Experience
• EWG: Concentrated Exposure To Europe's Largest Economy
• Tax Season And The Coming Liquidity Downturn
• ACV: High-Yielding Convertibles Focused CEF Suitable For Long-Term Investors
• KMLM: A Different Combination Of Futures Used In Their ETF
• ETY: A Reasonable Option For Income At A Discount
• EWZ: Brazilian Currency Strength To Drive A Recovery
• THNQ: Brace For The Next Big Wave Of Artificial Intelligence
• GLD: Option Activity Indicates 'Caution'
• ACP: Becoming Interesting Again
• GLD: Gold To The Moon Is Bad News
• FXF: Fade This CHF Play
• FTGC: Low Volatility At A Cost
• MBB: Negative Convexity And Housing Market Create Concern
• Lithia Motors: Rapid Growth, But Concerns Make It A Sell
• SCHG Vs. The Competition: How This Large-Cap Growth ETF Stacks Up
• Three 9+% Yielding ETFs I Own, And So Should You
• EDV: The Bond Bull Market Is Not Over Yet
• IJR: Small Caps Offer Excellent Relative Value
• The European Equity Fund: The Tailwinds Nudge The Headwinds
• EWS: FY 2022 Review
• Why Most Investors Underperform The Market - Part 1
• BAUG: Systematic Volatility Strategy
• GDV: Steady Distribution Rate And Discounted
• JFR: Floating Rates And Attractive Price
• RPV: 'Pure Value' Is Indeed More Value Than 'Value'
• IMCG: Not So Well Placed For Potential Fed Pivot
• COMT: Good Option, But Not The Best
• QYLG Or QQQ + QYLD: Which Is A Better Investment?
• XLG: Size Matters In Tough Markets
• VHT: Why Vanguard's Healthcare ETF Outperformed Last Week
• Strong Buy Stock Ideas After The March 2023 Jobs Report
• Making A Case For iBonds High Yield Term Based ETFs
• Recession Is On: So Says A Very Reliable Indicator, The 10-2 UST Spread
• IVOL: A Buy If You Think Recession Is Imminent
• Time To Target A Quality Exposure In Small Cap Equities?
• EOS: Opportunistic Entry Point For Risk-On Equity And Income Fund
• MGK: A Lot To Gain From A Rate Pivot
• BOND: An Actively-Managed US Bond Market Fund
• DPST: An Opportunity For Risk-Hungry Investors
• Is The 60/40 Balanced Portfolio Broken? Not Forever
• HACK: The Debut Fund For Tracking Cybersecurity, An Industry That Still Lacks Momentum
• JPS: Moving Back To Hold After The Drawdown
• XT: I'll Take This ETF Over ARKK Any Time
• U.S. Weekly FundFlows Insight Report: Domestic Equities Report Their 13 Weekly Outflow In The Last 14
• MINT: Credit Risk May Not Be Worth It
• Silver Bars Could Price Down, And So Could SIVR Shares
• The Month In Closed-End Funds: March 2023
• SLV: Bullish Breakout Could Lead To Parabolic Spike
• FPE: High Yield ETF With Bond Performance And Stock Risks
• SMH: Possibly Approaching Peak Mania
• SCHD: Why I Doubled My Investment In This 3.6% Yielding Dividend ETF
• RIET: Narrow Focus On Dividend Yield May Cause Poor Security Selection
• JPC: This CEF Might Be Worth Considering Following The Recent Distribution Cuts
• DUHP: Excellent Quality, Soft Growth, Valuation Issues Under The Hood
• DBC Falls In Q1: The Bull Market In Commodities Is Not Over
• TSLY: An Effective Covered Call Play On TSLA, Recognize The Risks
• iShares MSCI Denmark ETF - Could Do With A Pullback
• KNG: Boosting Dividends At The Expense Of Return
• TAIL: All Systems Go, Buy Rating Reiterated
• Pacer Lunt Large Cap Alternator ETF: This One's Easy, Don't Buy
• SPIVA Japan Scorecard 2022: Active Underperformance Despite An Abundance Of Opportunities
• KCE: A Resilient Long-Term Alternative To More Banking-Focused ETFs
• Technology And Growth-Oriented Funds Were Back In Vogue For Q1 2023
• TBF: Definitely Not The Time
• FNGS: Mega-Cap Fund Up 40% This Year
• CYB: Betting On A Cyclical Yuan Rebound
• SYLD: High Cyclical Exposure May Underperform In A Recession
• THW: Strong Total Returns During The Past 6 Months Result In A Premium
• NURE: A Rare REIT ETF Built For An Uncertain Rate Environment
• NML: A Solid CEF That Is Worth Buying Today
• iShares MSCI United Kingdom Small-Cap ETF: A Mixed Bag
• Junk Bonds Conspicuously Quiet In 2023, Spotting Prices To Watch
• VFMF: Exploring Why Vanguard's Multifactor Approach Hasn't Worked
• Municipal CEF Sector Update: A Trio Of Tailwinds
• GLO: High Leverage And Expenses Make This A Fund To Avoid
• JEPI Vs. ARKK: Which ETF Is The Better Buy?
• QQQX: Ride 2023's Tech Bull Market With A 7%+ Yield
• AIA: East Asian Emerging Market ETF On A Path To Recovery
• FLIA Vs. BNDX As Possible International Bond Core ETF
• Equity Outlook: Banks Deliver Message On Hidden Rate Risks
• NTG: 9% Yield From This Natural Gas Pipelines CEF
• Valuations Or Earnings: Which Is Most Important For Equity Returns In 2023?
• The Metaverse: A Multi-Decade Opportunity
• The Energy Sector Is Powering Up - Part 2
• XPH: Revenue Challenges Ahead For U.S. Pharmaceuticals
• OILK: Take Advantage Of Oil Ripping Higher
• JBBB And CLOZ: Safer, Higher-Rated CLO Debt Paying In The Double-Digits
• GHY: Discount Remains Attractive, Caution Remains, Distribution Coverage Being Weak
• AWP: Decent Thesis, But This CEF Looks Risky
• SCHP: Inflation Expectations Have Retreated, Upgrading To Hold
• BCM: This Unconventional Exposure To Commodities Works
• PIMCO CEF Update: Bad But Not As Bad As It Looks
• EVF: Be Patient And Wait For A Good Entry
• OIH: The OPEC Cuts Bolster The Case For Oilfield Services
• Potentially The Greatest Swap Idea In CEF History: Sell GUT, Buy PGP
• SCHD: Why It's Time For Buyers To Strike
• Preferred And Capital Securities: A Market Dislocation Opportunity
• 'I'll Never Make My Money Back!' Or How We Fool Ourselves
• IIF: A Discounted Play On Indian Outperformance
• What You Need To Know About JHEQX Collars And The Impact On SPY
• EWRE: Struggle With Rising Interest Rates Likely To Hinder This ETF's Performance
• XBI: Derisking Biotech Exposure Through An ETF
• SLX: Global Growth Enough To Support Steel Stocks
• Diversification And Performance: Potential Applications Of U.S. Equities In Japan
• HIPS: The Underlying Index Changed, The Issue Stays The Same
• FID: International Dividend ETF Lagging The Competition
• Mexican Stocks Hit 8-Year Highs, I Remain Bullish
• KBWY: Bad Choice During Times Of Distress
• AIEQ: Unique Strategy But Not Enough History To Prove Its Effectiveness
• Real Estate's Transition From Commercial To Residential, How To Profit
• Despite Equity Rally, Conventional Fund And ETF Investors Stay On The Sidelines This Week
• OILK: Changing To A Bullish Stance
• Market Rides Out Bank Storm
• KMLM: A Decent Bond Alternative
• EMO: MLP Equity CEF, From The Saba Playbook
• Improving Hedged Equity With A Short-Dated Ladder
• IGV: Did OPEC+ Just Kill The Tech Rally?
• ESGV Falls Short: Try SUSL Instead
• JEPI: Got Left Behind By The Market Recovery
• SOXQ's AI Prospects And Opportunity With SOXS, But Timing Is Key
• SOYB: Soybeans Are Steady And Higher Prices Could Be On The Horizon
• ICLN: Managing Expectations For Clean Energy
• 22 Things I Learned About Investing In 2022 (Part 3)
• DFP: Some Risks But Not A Bad Income Vehicle
• March AAII Asset Allocation Survey: 17-Month High For Fixed-Income Exposure
• BTZ: Multi-Sector Bond Fund At A Discount
• KMLM: Follow The Big Money Investors
• Weekly Closed-End Fund Roundup: March 26, 2023
• Preferred CEF Update: Global Bank Crisis Takes A Toll On The Sector
• UTG: Now's Your Chance To Board
• GREK: The Greek Turnaround Takes Shape As A Near-Term Catalyst Looms
• QLD: The Rally Continues (Technical And Intermarket Analysis)
• OUSA: An ETF Focused On Capital Preservation
• FLLA: Investing In Latin America, Sort Of
• Tallying Up My 2022 Tax Loss Selling Portfolio Results
• KBWR: Bank Crises Aren't Over, And Have Brought New Implications For Investors
• SCHD: A Wonderful ETF Now At The Right Price
• SLYV In 2023: Strengths And Weaknesses Of A Value ETF
• GLV: Caution Is Advised With This Highly Levered CEF
• Will The Concentrated Rally Fizzle Out?
• Cap Rates, Real Estate Prices And VNQ: What Investors Need To Know
• 3 Ways You're Probably Mismanaging Your Portfolio In April 2023
• Bond ETFs: Long, Intermediate, Or Short?
• Not All Debt Is Bad: Understanding Debt From A REIT And Midstream MLP Perspective
• International Moat ETF Rebalance: Alibaba, BASF Added; Financials Trimmed
• UFO: This ETF Is Not Space Junk And Could Be Bottoming Soon
• QUAL: Time To Deliver Finally
• A March ~6% Gain In My 25 Stock $417k Portfolio Beats The Market For The Third Time In 2023
• OMFL: Top Performing Multifactor ETF Entering Unchartered Territory
• USO: Oil Bulls Are Fighting Back With Renewed Vigor
• EPI: An Expensive Play On Robust Growth In India
• KWEB ETF: Alibaba's Stock Split Is Positive For Chinese Tech After The Crackdown
• GUT: Moving From Sell To Hold For This Utilities CEF
• CGDV: Underperformed Since Previous Note, Valuation Risks In Place, Rating Maintained
• The Power Of Great Capital Allocators: A Portfolio Update
• NIE: Best Way To Gain Through Growth Stocks, Covered Calls, And Convertibles
• My Current View Of The S&P 500 Index: April 2023 Edition (Technical Analysis)
• SSO: The Uptrend Since The October Bottom Continues (Technical And Intermarket Analysis)
• April MDA Breakout Stocks/ETFs Week 14 - 2023: High-Frequency Gainers To Give You An Edge
• NORW: Emerging Domestic And External Headwinds Weigh On The Norwegian Outlook
• MSOS: U.S. Cannabis Sector Oversold And Ready To Light Up
• Pimco Active Bond ETF: Modestly Outperforming Bond Fund
• IVV: S&P 500 Dashboard For April
• Factor Performance: Will The Comeback Persist?
• SPUU And Leveraged ETFs: April Drift Dashboard
• Do ESG Funds Have Higher ESG Scores?
• CEF Weekly Review: Should CEF Investors Pivot When The Fed Does?
• BUI: After A 13% Pop, The Bull Thesis Has Moderated (Rating Downgrade)
• PSCD: Overlooked Niche ETF That Investors Should Know For The Next Bull Run
• XLE Or XOP? The Energy Sector Is Powering Up
• IEI: Finding Shelter In The Belly
• RYF: A Risk-Managed Way To Play A Recovery In Financial Stocks
• CARZ: A Little ETF That Acts Like QQQ, But With More Horsepower
• Compounders And Dividends: March 2023 Portfolio Update
• JEPI Vs. PDI: Which Is The Better Buy?
• USOI: A 37% Yield On Oil Futures? Not Exactly
• SPY: The Recession Expected To Start Next Week
• USFR: Better Than Your Bank Deposit Account
• CEN: Don't Miss This 12% Merger Arbitrage Opportunity
• ALTY Has Some Advantages In A Higher Volatility Environment
• Why Credit Suisse Is Dangerous To All Banks
• AGG Vs. BND: Picking A Core ETF For U.S. Bond Exposure
• iShares Spring 2023 Investment Directions
• Why Not One Fund?
• VPN Fundamentally Safe, But Could Be Exposed To Market Gravity
• PICK: Undervalued Metals And Miners ETF Yields 6.7%
• Investing In The Next Generation Of Environmental Tech Breakthroughs
• U.S. Weekly FundFlows Insight Report: Despite Rally In U.S. Stocks, Equity ETF And Fund Investors Were Net Redeemers For Fund Flows Week
• 3 Reasons Not To Invest In SARK
• IYC: Is The Alternative Consumer Discretionary ETF Attractive?
• The Risk/Return Tradeoff: Results From The SPIVA South Africa Year-End 2022 Scorecard
• COWZ: The Hidden Dangers Of Its Free Cash Flow Strategy
• AIO: Not The AI Exposure You Would Expect
• GLV: Moving From Sell To Hold After The Drawdown
• GLD: Silicon Valley Bank's Collapse Strengthens Gold's Prospects
• FXE: The EUR Recovery Might Just Be Getting Started
• ERTH Should Really Be Scared By Interest Rates: Sell
• CWB: A Bond ETF Driven By Stocks
• What To Expect From The April JMMC - OPEC Meeting
• EIRL: The Key Reasons I Own This Irish ETF
• FEZ Surges To A Fresh 52-Week High
• PSF: Reasonable Option For Income, But Distribution Sustainability A Question
• Valuing The SMH ETF Using Micron's Earnings
• Invesco Canadian Dollar Trust ETF: About To Get 'Looney'
• EWZS: Reasonable Exposure To Small-Cap Consumer Stocks And Other Themes
• DLS: A Small-Cap Global Ex-US/Canada ETF Generating Above-Average Yield
• FlexShares STOXX US ESG Impact Index Fund: Rhetoric Instead Of Substance
• TMV: Continue To Buy Aggressively On Tradeable Bottoms
• The 'High-High-Low' Closed-End Fund Report, March 2023
• SCHD Vs. SCHY: One Of These Is The Best High-Yield ETF
• How To Invest In The Real-Time Era
• Zero-Day Options: Zero Thought
• XLY: Challenging Time Likely To Continue
• VTI: The Market Will Test Another Bottom As The Economy Heads Into A Recession
• SPFF: The Time Is Now
• XSW: This Software ETF Could Struggle Amid Rate Hikes, Despite Growth Potential
• JEPQ: Not Great For Income But Still Good
• ERH: Underperforms A Simple XLU/JNK Portfolio
• ITOT: Earnings Revision Will Result In Another Round Of Decline
• DTH: There Are Better Investments Right Now
• International Moat Companies Back In The Spotlight
• PFXF: Preferreds Without Bank Sector Exposure
• WCLD: There Are Likely Better Ways To Capitalize On Cloud Computing Expansion
• IUSV: Transparent Value With Modest Active Risk
• VV: Downside Risks Outweigh Upside Potential In 2023
• ESGU: $5 Billion Outflow This Month Prompts ESG Skepticism
• Alibaba Splits 6 Ways: A 6-Pack Of ETFs To Consider
• FHLC: Aging U.S. Demographics Should Boost This Health Care ETF
• URA: Nuclear-Related Stocks Consolidating After The Pandemic Surge
• The AMR Craton Index: Introduction To Holdings And Backtesting Data
• FDD: Unattractive European Dividend ETF
• RFI: 8.5% Yield, Virtually No Office REIT Exposure
• ETV: Likely To Outperform In The Current Market, But Price Is Still Too High
• EWN: 2023 Is Shaping Up To Be A Much Better Year For Dutch Equities
• QQQ: Follow The Fed, One More And I'm Out
• SPHY: More Patience Is Required
• Revenue-Weighted Indices: An Alternative To Core Equities
• BGY: High-Yielding Diversified Global Equity CEF Available At Strong Discount
• EMLC: More Of A Bet Against The U.S. Dollar
• SDIV: Don't Make The Mistake To Own This 14.8% Yielding ETF
• Don't Hit That Panic Button!
• The Quality Closed-End Fund Report, March 2023
• The New Look SCHD: The Only Dividend ETF You Need
• HLAL: Profit From The Ramadan Effect
• THQ: Attractive Yield And Trades At A Discount
• SPHD: Reasonable Dividend And Low Growth
• SPYD: This Fund Is Poorly Positioned In The Current Investing Environment
• PGX: The Low, Low Price Of A High Yield
• Diversity And Inclusion - An Investor's Handbook
• Why U.S. Large Caps Have Fared Better With A Factor Tilting Approach
• SLY: Earnings May Still Be Revised Downward
• Aspen Technology: Best Nearby Cap-Gain Prospect Among Software Stocks
• SCHH: Buy The Correction, 3 Must-Have REITs To Own
• What Drives S&P 500 Rebalance Turnover?
• WDI: Discount Remains Attractive, Distribution Remains Covered With More Bumps
• FDRR: 3% Dividend Yield, But Little Protection Against Rising Rates
• FPEI: Another Instrument To Play The Regional Banks Crisis
• BIZD: Many BDC Managers May Not Have Your Best Interest In Mind
• CANE: Sugar Continues To Trend Higher
• BND: Higher Yield And Lower Volatility Than U.S. Treasuries
• QQQ Outperforms DIA: Time To Be Cautious... And Flexible
• Biotech's Bearish Turn In 2023, But Eyeing Bullish Seasonal Trends In IBB
• CEE: Too Risky A Play On Russia Upside
• 8 Stocks Run By Billionaires That Could Potentially Trump The Market
• Asset Allocation Outlook For 2023
• HTD: This 7.98%-Yielding CEF Might Be Worth Considering Today
• SCHH: Tough Time Ahead
• DIVO: Dividend Funds Are So 2022
• SPTS: You Should Own Long-Term Treasury Instead
• FNDF: This Diversified International Large-Cap Ex-U.S. ETF Does Not Impress
• BDCX And CEFD: Structurally Disadvantaged Products, Avoid
• IBB: Biotechnology Securities Might Be Getting More Attractive As Recession Fears Loom
• Bank Crisis - The Worst Potential Outcome, Where You Should Put Your Money Now
• Inverse Jim Cramer Strategy - Q1 2023
• JEPQ Vs. JEPI: 3 Factors That Sway Our Opinion
• GVAL: A Diversified Global ETF With A 2-Tier Value Strategy
• LQDH Will Likely Underperform In A Decreasing Rate Environment
• GDX: Extremely Overvalued Even At These High Gold Prices
• A Year Of 2 Halves For Australian Large-Cap Equity Managers
• CCD: An 11% Yield Paid Monthly From Convertibles
• Forecast 2023 (First Quarter Update): Starting To Prepare For A Bottom
• IEMG: Bulls And Bears Battle It Out
• EPS: Exploring The Drawbacks Of Earnings-Based Investing
• IEMG: Valuation Is Fair, But Not A Core Long-Term Holding
• XFLT: Coverage Jumps, Fully Covered 13.99% Distribution Yield
• WisdomTree Cybersecurity Fund: A Small Fund With Big Return Potential
• GDX: The Best Hedge Against A Rise To The Federal Reserve's Inflation Target
• Beware ETFs: Passive Share Dangerously High
• KURE: Clear Skies Ahead For Chinese Healthcare
• REM: Real Estate Facing A Deep Freeze
• SFY: For More ETF Costs All You Get Is More Tech Than The SPY
• ETW Vs. IGA: 2 Call-Writing Funds With A Global Tilt
• Good News! PIMCO Funds Reverse Distribution Coverage Decline In February
• GLD: Fed Pause Signals Gold Breakout
• EOI: Offering A Rare Discount, But Questions About The Distribution
• VSS: Low-Yielding Small-Cap Ex-US ETF Unattractive Despite Decent Total Return
• HOMZ: A Low-Yielding Micro-Cap Real Estate Fund
• WEBL: Volatility On Volatility With Major Value Erosion Risk
• BUG: Strong Assets And Growth Forecasts With Even Stronger Uncertainty
• BCX: Inflation Protection And Long-Term Growth Potential At A Discount
• IWD: Low Growth Is Not Necessarily Value - Also For Large Caps
• Five 7+%-Yielding Monthly Paying Retirement Dream Stocks
• CDC: 4.15% Index Yield, But No Longer Worth Your Money
• DGRO Vs. SCHD: A Deep Dive Comparison
• 4 Important Developments For XYLD And Its Investors
• SOXL: 3 Important Factors To Understand Before Buying
• XLF: Insiders Are Buying Up From The Panic Sellers
• Weekly Closed-End Fund Roundup: March 19, 2023
• DMO: Deeper Discount, But Risks Also Increase
• FTCS: Grossly Profitable Companies, Yet Short On Value, Not A Buy
• XRT: I See Value In Buying The Weakness
• Why I Think JEPI Will Outperform SCHD
• QQQ: Next Leg Lower Approaching
• VCIT: Why You Should Accumulate This Fund In An Economic Downturn
• A Fundamental Regime Shift Is Underway
• ARKK: 3 GARPs With Strong Competitive Advantage
• XYLD: Powell's Recent Decision Shows Why The Fund Should Continue To Outperform
• RMT: This High-Yielding Micro-Cap CEF Is In A Position To Sustain Its Yield
• TDF: An Actively Managed Option To Ride The China Reopening Wave
• MDA Breakout Stocks/ETFs Week 13 - March 2023: High-Frequency Gainers To Give You An Edge
• Upgrading ARKK To Strong Buy
• UUP: Expect U.S. Dollar Rally On Safe Haven Status
• CII: Covered Call Fund, Helping Support Distribution In A Down Market
• Crisis Induced Deposit Flight Could Reshape Regional Banks
• VXF: A Mid And Small-Cap Blend ETF For Mid-Term Gains?
• SPY: It Could Go Either Way From Here
• ARKK: Cathie Wood Is Burning Investors Cash; $2 Billion In Losses Since 2022
• VFH: Targeted QE To Balance High Inflation And Financial Stress
• DON: Higher Exposure To Financial And Real Estate Sectors Make It Vulnerable In 2023
• KBWP: Insurance ETFs Remain Resilient But Definitely Not Invincible
• CEF Weekly Review: We're Less Worried About High CEF Fees Now
• Manage The Downside - Let The Upside Take Care Of Itself
• 5 Best CEFs To Buy This Month (March 2023)
• IWV: For Total U.S. Market Exposure, There Are Better Choices
• XBI: Underperformance Of Small Cap Biotech Likely To Continue
• U.S. Weekly FundFlows Insight Report: Government-Treasury Funds Set New Weekly Record With $8.3 Billion In Inflows
• RLTY: Dirt Cheap Closed-End Fund Yielding 9.4%
• Vanguard Financials ETF: A Gamble For Dip Buyers
• ECNS: Better Value On The China Reopening Trade Via The Small-Caps
• SPTI: Either Short-Term Or Long-Term Treasury Funds Are Better Alternatives
• SGOV: Cash Is King In 2023
• MCN: Strong Performance, But Premium Persists
• JEPQ: Outperformance Likely But Positive Returns Will Be Difficult
• CEF: How To Invest In Gold And Silver As They Rise In 2023
• GLD: Option Trading Confirms A Breakout
• Tactical Investment Strategy For The US Equity Indexes With Market Beating Returns (Part 2)
• IGM: Surprise! The Tech Sector Is Outperforming And Cash-Rich
• XLRE: It Looks Bad For REITs And It Could Get Worse
• DFIV: Well-Diversified, Actively Managed Ex-U.S. Value ETF
• PPH Fell As Much As The Market Despite Resilience
• JPIN: A Decent International Equity Fund With A Less Than Adequate Return
• IWV Is Still Expensive Despite The Decline Last Year
• USOI: Uncertainty Regarding The ETN's Future, Weak Oil Price Action
• 2023 Bull Market Confirmed: Buy TQQQ (Technical Analysis)
• BKLN: Risks Skewed To The Downside
• 2 Reasons SDIV Is A Sell
• XYLG: We See No Added Value For Covered Call Growth ETFs
• HEQT: Hedged Equity Exposure Via This Conservative Fund
• QDIV: Dividend ETFs May Have A Silver Lining As Company Growth Remains Tedious
• EWJ: A Little Too Exposed To Global Credit Tightening
• ETJ: Outperformed S&P 500 Last Year But Still Failed To Cover The Distribution
• PJAN - Protected S&P 500 Exposure, Ideal For A Recession
• COPX: Undervalued, As Copper Stocks Sag Amid Global Growth Worries
• RPG: Valuation Is Still High Vs. The Historical Range
• BOE: Discounted Global Covered Call Fund
• DUST: Don't Watch Your Investment Turn To Dust
• Partake In The FRDM To Outperform In Emerging Markets
• ESPO ETF: This Oversold ETF May Benefit From Melt-Up Conditions
• VIG: Why It's A Buy After The March 2023 Reconstitution
• EEMV: Dual Benefits Of Growth And Low Volatility
• GLTR: Inflation, Debt And Geopolitics Favor Precious Metals
• CAF: A Discounted Play On The China Reopening Theme
• XNTK: This ETF May Not Have Enough Technology For Its Own Good
• IHD: High-Yielding Emerging Market Fund Focused On High-Growth Markets
• SCHV: Dump Value Over Growth
• ARDC: This 10.8%-Yielding Credit CEF Remains A Buy
• SPHB: Downgrading To Sell Relative To The S&P 500
• DFSV: A Small-Cap Value Fund Worth Considering
• Why Investors Should Hold More Cash After Fed Hiked Rates
• LQDW: A Covered Call Strategy Based On Popular Bond Index
• AVIV: International Value ETF With A Tilt To Growth
• SPY: I Am Short Again
• ETJ: Modest Returns By Design But Yielding 9.1%
• JPI: The Storm Has Passed For This Bank Preferred Equity CEF
• PICK: Forget Gold, Industrial Metals Are The Real Inflation Hedge
• SPMD: Downward Earnings Revision May Trigger More Declines
• IYG Vs. EUFN ETFs: U.S. Banks Seem More Protected Than European Ones
• Fed Watch: Threading The Needle
• SCD: Deep Discount, 8.8% Distribution Yield
• NUGT: Fortune Favors The Brave (Technical Analysis)
• KBA: China Reopening Momentum Remains Intact Post-NPC
• QYLD: Avoid This Risky 13.6% Yielding ETF
• IBHD: 8% Yielding ETF With Lowest Duration Risk
• Equity CEFs: No Rush On BTO
• QQQJ: In Search Of The Next Generation Of Growth
• Materials Ebb Amid A Quiet Dollar, XLB Momentum Waning
• Quick Thoughts: Alternative Investments Outlook Post-SVB
• GDXJ: The Day Has Come To Own Junior Gold Miners
• FIVG: The Growth Potential Of 5G Communication, In An ETF Package
• Redefining Offense And Defense In Equities: The Evolution Of Technology And Healthcare
• PNQI: This Internet ETF Sees Growth Through The Lens Of Telecommunication
• FDVV: A Well-Diversified Dividend ETF
• ETF Flows, The Winners And Losers In Volatile Markets
• EMB: EM Bonds In A Sweet Spot Amid Fed Policy Reversal
• FDVV: Invest In Dividend Safety In A High-Interest Rate Environment
• IWY: Still Relatively Expensive Compared To Historical Average
• Re-Visiting Tail Risk ETF Performance During Recent Black Swan Event Surrounding Banks
• India's Opportunities: Impossible To Ignore
• Put Cash To Work With Short-Term Bond ETFs
• VVR: Fully Funded 13% Yield, But Shrinking NAV
• Credit Risk In Focus Amid Bank Tumult
• BKT: Interest Rate And Duration Risk Mar This Otherwise Safe Bond Fund
• SCHD: Your Complete Guide To The March 2023 Index Reconstitution
• Lumber And The WOOD ETF
• EWZ: Brazilian Economy May Offer Hedge Against U.S. And European Risks
• MGC: Vanguard's Cost-Efficient ETF For Mega-Cap Blue-Chip Exposure
• 4 Key Characteristics That Make Quality Stocks A Great Long-Term Core Holding
• What's In A U.S. Equity Index?
• Contemplating A Position In SOXL? Consider These Pointers
• BDJ: An Attractive Covered Call Fund, But Valuation Gives Pause
• ETB: Better Call-Writing Funds Elsewhere
• SCHD: Returns, Volatility And Maybe A Dividend Growth Benchmarking Tool
• Weekly Closed-End Fund Roundup: March 12, 2023
• Sector BPI Model: An Update
• CNRG: A Clean Energy ETF With A Below Market Multiple
• PGZ: With Regional Bank Weakness, CRE Is In Trouble (Rating Downgrade)
• QABA: Volatility Is Significant But Outperformance Should Not Be Ignored
• Update On Bank Run Plays: KRE
• VIG: What My $2 Million Investment Fund Is Buying Now
• Government And Treasury Money Market Funds Attract $113.1 Billion For The Flows Week
• IYG: Bank Runs Make This ETF A Lot Cheaper, And Closer To A Buy Zone
• 2023 Has Already Been Trepidatious
• SPY: Tangled Risk Premiums
• The History Of Dividend Cuts Since 1871
• EXD: Merger Approved, Watch Out For Arbitrage Opportunities
• SPTM: Valuation Still Moderately Expensive
• SPIVA Canada Scorecard 2022: Country, Currency And Concentration Contexts
• SCHD: Annual Portfolio Refresh Won't Help
• Utilities Have Corrected, But Is XLU A Buy?
• BIL: Stop Giving Banks Your Interest
• FLIN: Ride The Indian Growth Story At A Low Cost
• IAT: Too Many Risks, Too Many Solid Alternatives
• NAD And PAI: Choosing Quality
• PCF: Good Strategy And Price, But A Few Concerns
• GRX: High-Yielding CEF Available At Discount, Suits Income-Seeking Investors
• VRIG: Stay Tuned For A Potential Fed Pivot
• DFEN: A Buy For 2023, But Be Careful In The Next Few Months
• GOF: Credit Markets May Be Turning For The Worse
• RFI And IGR: Updating REIT CEFs Outlook
• The Contrarian All-Weather Portfolio Gained During Bank Crisis
• IJH: Mid Caps Attractive On Valuation, But Technicals Suggest More Risks Ahead
• QQQ: The Fed Could Reinflate The Tech Bubble
• DBMF's Recent Underperformance Explained
• VTI Vs. SPTM For Total U.S. Equity Exposure
• VTV: 'Value' Is Highly Overvalued Today
• BUG: A High-Risk/Reward Cybersecurity ETF
• MCHI: The Reserve Rate Cut Announced March 17 Unlikely To Boost MSCI China Index
• ICAP: Too Volatile For Income Oriented Investors, We Prefer DIVO
• VCV: Forward Outlook Suggests Value Remains
• DSL: Possible Impending Distribution Cut, But Still A Good Fund
• SCHR: Downside Risk Is Limited, But A Meaningful Rebound In The Near Term Is Unlikely
• MLPO: Energy Fund That Runs Credit Suisse Default Risk
• RLTY: Deep Discount On A Quality REIT Portfolio
• IWY: Should You Buy Large-Cap Growth Stocks?
• SPHD: Searching For Signs Of Life Among Dividend Stocks
• VIOV: Small-Cap Value Stocks Are Cheap
• IAU: Gold Might Be Going, Going, Gone. Long-Term Breakout Potential
• USO: Why Oil Is Crashing And Could Fall More
• HYGH: Contagion Risks From Bank Failures Can Set Up Strong Forward Returns
• VTES: New Muni Fund From Vanguard Hits The Right Notes
• FEMS: This Small-Cap Emerging Market Fund Fails To Generate Interest
• EWI: A Quality, Defensive Portfolio To Ride The Italian Momentum
• The Financials-Heavy SPYV A Hold For Now
• The Tao Of The Dow, Simple Self-Indexing Strategy
• PHB: Investors Should Wait On The Sidelines
• IVE: A Value-Oriented Large-Cap Fund Trading At A Discount
• RQI: A Solid REIT Fund At A Discount
• KRE: Regional Banks - It's All About Risks And Price Action
• GIM: Change Of Control Could Signal New Dawn For Investors
• The Case For Putting Cash Back To Work
• CEF Weekly Review: More Of The Same On The Distribution Front
• What Baseball Batting Averages Can Teach Us About ETF Indexes
• KXI: Consumer Staples Dashboard For March
• Trading Oil And Natural Gas: Buy GUSH But Avoid BOIL
• ProShares Online Retail ETF Offers A Perfect Buy And Hold Opportunity
• IHI: Valuation Still Rich Despite The Decline In 2022
• Foreign Investment-Grade Bonds Rallying, Time To Diversify With BNDX
• HJEN: A Subtle Way To Invest In The Future Through Hydrogen
• NFJ: Non-Leveraged Hybrid Fund At A Wide Discount
• Gold Mid-Tiers' Q4 2022 Fundamentals
• EWD: A Rocky Path For Sweden
• DXJ's Yen Hedge Isn't Desirable Right Now
• March Madness: Final Four Investing Bracket 2023
• VAMO: Too Complicated For My Tastes
• iShares Global Energy ETF: I Love Buying Corrections (Rating Upgrade)
• Practical Goal-Setting Strategies For Investors
• VPU: Utilities Dashboard For March
• BHK: 2 Years Of Declining NAV Spells Trouble For The Distribution
• CIK: Remarkable Market Action In This Credit Suisse CEF
• IXUS: Global Equity Funds Have Higher Growth Prospects Than U.S. Ones
• Weakness In IWM And XLF: Mounting Evidence Of Liquidity Crunch
• ACES: Investing In EVs, Solar, And Wind - But No Royal Flush
• DBMF: Driving Through The Rearview Mirror
• Gender Diversity On Corporate Boards: A Source Of Persistent Investment Alpha?
• QYLD Has Provided 12%+ Yields Throughout Market Uncertainty
• PIMCO's RCS Likely To Cut Distribution, 30% Downside Possible
• EMF Vs. WAINX: Why I Sold The First; Bought The Second Fund
• RSBT: Why I Own This Potentially Life-Changing 12.4%-Yielding ETF
• PSCI: A Value Play In Industrials, Do Not Forget About Quality Risks
• Navigating The Wild Ride Of The iShares S&P 500 Growth ETF
• PFIX: Rate-Hedged ETF A Buy Following The Yield Plunge
• SCHQ: Accumulate This And Average Down On Weakness
• XLE: Hang On Tight
• XNTK: Technology Dashboard For March
• IXUS: No One Hides From A Credit Crunch
• VYM: Offers High-Dividend Stocks With Stable Income Stream
• UGL: Leveraged Exposure To Gold In Times Of Economic Uncertainty
• SPY: I Closed The Short Positions
• GLD: Gold's Pending Breakout Is Legit
• U.S. Weekly FundFlows Insight Report: In A Flight To Safety Or Possibly A Move To Disintermediation, Money Market Funds Attract Fifth Largest Draw Of Net New Money
• GUG: Bad Timing For Launch, But Future Looks Brighter
• Is The Copper-Gold Ratio A Dependable Leading Indicator On Rates?
• CCOR: Solid Portfolio Diversifier
• EWQ: An Unattractive Risk/Reward
• NRGX: PIMCO's Energy Efforts, Attractive Discount
• PFL: Great Bond Fund Selling At A Small Premium
• IWM: The Reasons For Small-Cap Carnage
• VAW: Materials Dashboard For March
• Buy And Hold Coffee Can Portfolio For The Next 15 Years
• XLE And The Oil Industry: A Crude Awakening
• Fidelity MSCI Utilities Index ETF: Fasten Your Seatbelts
• VOX Vs. VGT: Opportunities From ChatGPT-Style AI And A Possible TikTok Ban
• SCHD's Annual Reconstitution Ignores Severe Deterioration In Financial Sector Health
• QYLD: The Right Fund For Investors Looking For Inflation-Adjusted Returns
• VPL: Asia Pacific Equities A Value Despite A Bearish Near-Term Chart Feature
• DVY: I Like Dividend Plays, But Financials Exposure Reiterates Hold Rating
• VGHCX: Creating A Strong Defensive Profile With Healthcare Investments
• EWT: Inventory Correction Creates A Good Opportunity To Invest
• If Silver Miners Are Overvalued, SLVP Should Not Fare Well
• Weekly Closed-End Fund Roundup - March 5, 2023
• Better High Yield ETF Buy: JEPI Vs. QYLD
• PBE: Healthcare Dashboard For March
• XLK: Investments In The Technology Sector Are Still Relevant
• PFF: A Right Way To Trade The Regional Banking Crisis
• DGRO: There Are Better Dividend Growth Alternatives
• Will The S&P GSCI Electric Vehicle Metals Outperform With Copper Leading The Way?
• CGO: Flexible Fund Continues Trading At A Narrow Discount
• NXG: This CEF Can Help You Play The Energy Transition And Get A High Yield
• RGI: Industrials Dashboard For March
• ASG: Strong Yield And Long-Term Total Returns Makes This Fund Attractive
• VCR: Consumer Discretionary Dashboard For March
• QYLD: Take Advantage Of The Volatility Spike (Rating Upgrade)
• HDV: High Dividends Lead Me To Take A Second Look At This ETF
• IGSB: Parking Your Cash Here Is Likely Not The Best Choice
• MORT: 2 Headwinds Facing Mortgage REITs
• Fixed Income Funds And ETFs Attracted Net New Money In February
• VXX: Too Late To Be Scared
• VYM: The Hidden Factor Behind My Rating Change
• CTA: Managed Futures ETF Celebrates Its First Anniversary
• XLP: Here's A Better Approach
• TLT: You Should Accumulate This In 2023
• QQQ: Lower Rates Are No Reason To Be Bullish
• FEN And FEI: The Trade Is Now Done
• SPTL And TLT ETFs: Recalibrating Rate Bets On Longer-Term Treasuries
• IHD: The Yield Is A Mirage
• SPDW: This Low-Risk And Low-Yield Ex-U.S. Portfolio Demands Your Attention
• S&P 500 Looks Too Much Like 1987 To Ignore
• VOE: A Well-Diversified Mid-Cap Value ETF Worth Exploring
• 4 Closed-End Fund Buys In The Month Of February 2023
• Compounder And Dividends: March 2023 Watchlist
• DBO: Oil Prices On The Verge Of Massive Downside Move (Technical Analysis)
• Munger Cries Uncle On Alibaba - He Likes BYD - I View FXI As A Call Option
• VFQY Vs. 3 Quality Funds: A Bit Disappointing
• Direxion Daily Financial Bear 3x Shares ETF: It's Probably A Trap
• DPG: A Bastion Of Stability In Uncertain Times, But A Pricey One
• SSO: We Continue To Think This Leveraged Fund Makes Sense
• XLV: Quick, It's In A Buying Zone
• TUR: Assessing The Post-Earthquake Outlook
• What The SVB Collapse Means For Investors
• TUR: Flying High With Relative Strength And A Low Valuation
• TLT: A Sell, The Fed Is Likely To Remain Hawkish
• TLT: Higher Rates For Longer Appears Less Likely Following The SVB Collapse
• VYM: Simple, Strong Dividend ETF, 3.2% Yield, Cheap Valuation
• Strategies To Survive And Profit From A Market Crash
• HDEF Vs. 4 International Dividend ETFs
• KRE: Searching For Margin Of Safety
• BBN: Taxable Munis Continue To Present An Opportunity
• TLT: Fed Pivot Looks Imminent
• TLT: A Look At The Fundamentals
• KRE, XLF: How To Play The Bank Runs Drama
• Searching For Value In 2023? Look At Share Buybacks
• REGL: This High Dividend MidCap ETF Looks Strong
• BIV: Accumulate Especially When A Negative Spike Occurs
• VFVA: Is It Value's Time To Shine?
• I Searched The S&P 100 For Buys. I Found A Lot Of Sells (Technical Analysis)
• TLTW: High Income With Limited Downside Risk Vs. TLT
• IDE: Another Shrinking NAV / Shrinking Income Fund
• PIMCO Dynamic Income Fund: I'd Wait A Few Months
• ETF And Conventional Fund Investors Became More Risk Averse During The Fund Flows Week
• BSTZ: Attractive Discount For This Beaten Down Tech Fund
• When There Is One Cockroach
• TAIL: This Quirky ETF Is Again Entering Its Prime Time
• PDI And PTY: Unwelcome ROC, Buyer Beware
• SPGP ETF: Will It Continue To Outperform The Market?
• OPP: This High-Yielding CEF Looks Better And Could Be A Play On Bank Problems
• CQQQ: Weighing The Benefits Of Chinese Tech Ascendance Vs. Geopolitical Risk
• DIAX Vs. DIA: Dow Jones Stocks With Or Without Option Strategy
• IHDG: International ETF, Hedged And Double-Edged
• JRO: Not Too Late To Take Advantage Of Rising Rates
• NASDAQ-100 Index: Why You Should Start Buying Now
• AOR: Global 60/40 Attractive On Valuation And Yield With One Key Technical Price Level
• RIV: Unique Strategy And Beats The Market, But Concern About The Distribution
• GBIL: Part Of A Banking Alternative
• CII: This Covered Call CEF Has A Lot To Offer Investors Today
• At The Crossroads, Seeking Direction
• Biotechs Reel From SVB Collapse, But Not All May Be Bad
• Regional Banks Get Crushed, BTO Gets To An 8.6% Yield
• PAWZ: A Pass Due To Valuation-Related Risks
• FUTY Can Be Vulnerable In A Broader Market Selloff
• VMBS: Modest Yields Becoming Unattractive
• On The Failure Of Silicon Valley Bank
• ARKK: A Contrarian Buy (Technical Analysis, Rating Upgrade)
• TEAF: A Unique Infrastructure Fund, Deep Discount, 8.44% Distribution Yield
• EWH: Border Reopening To Kickstart The Hong Kong Rebound
• Tactical Investment Strategy For The S&P 500 Index With Potential Market Beating Returns (Part 1)
• Here We Go Again? Bank Failures Spook Markets
• RNP And RQI: 2 Dirt Cheap High-Yielding Cohen & Steers CEFs
• XLI: Fairly Valued With Near-Term Technical Risks
• IAT: SIVB's Failure Could Lead To Lower Profitability For Regional Banks
• JRS: High-Yielding REIT CEF With Significant Exposure In Preferreds
• PFO:  Assault On Regional Banks
• The Road To Decarbonization Is Bumpy. Carbon Allowances Can Help
• PID Vs. DNL: A True Dividend Growth ETF And A Misnamed One
• GOAU: Investors May Be Better Off Buying The Royalty Companies Themselves
• 2023 - The Year We Plant Seeds For The Future
• IJT: Interest Rate Risks Are Unsupportive Of Growth Style
• BTAL: A Great Buy, But Not For The Obvious Reason
• CEF Weekly Review: Can We Expect CEF Prices To Fully Recover?
• VOO: It's Going To Get Worse Before It Gets Better
• Moat Stocks Maintain Lead Through Turbulence
• DPST: This Is Not The Time To Play With Fire
• Consider These Market-Beating ETFs Now
• EWU: Undervalued Defensiveness
• RNP: Best-In-Class Real Estate And Preferred CEF Yielding 8%
• U.S. Weekly FundFlows Insight Report: Investors Embrace Both Fixed Income And Equity ETFs While Turning A Cold Shoulder To Conventional Funds
• Navigating China Beyond The Reopening
• GLD, SLV, And Negative Real Interest Rates
• JPS: High Concentration To Regional Bank Preferred Securities
• KBE: Unrealized Losses Could Be A Ticking Time Bomb
• VOO: A Market Crash Is Now Likely
• BKLN ETF: High Income And Diversifier, But Avoid Due To SVB Financial Contagion Risks
• Gold Miners' Q4'22 Fundamentals
• FPF: Coming Under Pressure Due To A Potential Bank Run
• SPPP: Betting Big On Platinum And Palladium
• NLR ETF: After Years Of Underperformance, The Narrative May Change
• SPY Vs. EWC: Equal Returns After 23 Years
• XLF: Banks Are In Trouble Again
• WDIV: Inflation, Currencies Have Hurt This Global Dividend Aristocrat ETF
• SPY: Triggers Our Tipping Point From Bull To Bear (Technical Analysis)
• FXI Is Attractive As Chinese Profits Should Be Heading Up
• Why I'm Convinced That SCHD Will Outperform
• abrdn Australia Equity Fund: A Real Risk Of An Australian Recession
• VanEck Vectors Agribusiness ETF: Watch The Debt Burden
• TQQQ: Still Waiting And Watching
• What Will It Take For Bonds To Outperform Stocks?
• IWB: Valuation Still Not Attractive
• Invesco Aerospace & Defense ETF: The Importance Of Military UAVs In Modern Warfare
• RZV Vs. AVUV: No Consistent Winner In The Small-Cap Value Space
• DPST Is Dangerous Right As Banks Move To Shore Up Reserves
• Expanding The Dividend Aristocrats Ecosystem With ESG Screening And FMC Weighting
• FS Credit Opportunities: 13.1% Yielding Fund With Nice Upside And Tailwinds
• REET: Structurally Endangered By The Fed's Rate Mandate
• IAK: An Insurance ETF That Could Stand Up To Inflation
• 3 ETFs With Strong, Sustainable, Growing Dividends For Aggressive Long-Term Investors
• KBE: A Stellar Growth Potential Despite Headwinds
• CLOI: Exposure To CLO Asset Class
• HYD: One Year Later, I See A More Investible Landscape
• FOVL: Strong Value Fund, But Small And Illiquid
• XLF, KRE, KBE: Benefit From Rising Interest Rates With These Financial ETF Options For 2023
• Value, Growth Or Neither?
• DNP And UTG: Updating Our Outlook On 2 Utility CEFs
• CFTC Data Shows The Largest Speculative Palladium Short On Record
• QLTA: Liquid Investment-Grade Bond Fund, 7-Year Duration
• PBW: Clean Energy ETF Falls Out Favor, Clinging To Technical Support
• SPLB: Don't Miss The Opportunity To Accumulate Now
• Closed-End Funds: Misclassifications Can Lead To Misunderstanding
• SPPP: An ETF That Holds The Leading Platinum Group Metals
• Currency-Hedged International Strategies For Exposure To China Reopening
• DHS: High Dividends And A Monthly Payout, But Watch Those Fees
• China's Green Enablers Deserve A Place In Equity Funds
• PTY: A Somber Future
• VTV: No Value Left In Value Stocks
• VUSB: Simple Ultra-Short Bond ETF, Better Choices Out There
• Rates 'Higher For Longer': Forget Stocks, Cash Is King
• Market Fatigue Explains QQQ's Relative Resilience And Should Benefit PSQ
• SPY: Every Cloud Has A Silver Lining (Technical Analysis)
• DGRO: Sleep Well With This ETF
• Smarter Index Design Aids In Peer Outperformance
• SCHB: Wait And See Is The Best Approach For Now
• PHO: Sustainable Demand For Clean Water Solutions
• URTH: Rising Yields And Declining Profit Margins Could Put This ETF In Danger
• Tradeweb Exchange-Traded Funds Update - February 2023
• FCEF: A Fund Of Funds Beating Competitors
• Top 8 Industries For Navigating 2023
• My Portfolio February Update: 4 Buys, 1 Sale
• CEF Insights: CBRE Investment Management, Opportunities In Global Real Estate
• What Could Go Right In 2023?
• AFT: Fully Funded Distribution But Amortizing NAV - Something Doesn't Add Up
• First Islamic Indices Based On S&P/ASX Series Launched
• The Worst Lies Ahead Of Us: Part I-Euphoria's Last Stand
• SPIVA U.S. Scorecard 2022: Fewer Excuses
• SMDV: The Paradox Of Expensiveness And Unsatisfactory Quality
• International Women's Day Embraces Equity
• Wise Words In Warren Buffett's Recent Letter
• AVDV: An International Solution To An Overpriced U.S. Market?
• Silver For Pennies-On-The-Dollar Update
• KRE: Nasty Yield Spreads Pressure Regional Banks, Technical Support Tested
• CTA: The Simplify Managed Futures Strategy ETF Is A Solid Portfolio Diversifier
• VEU: Weaker Growth Prospects And Still Not Attractively Valued
• FAX: Asian Bond Fund With A Shrinking NAV/Distribution Problem
• The 'High-High-Low' Closed-End Fund Report, February 2023
• CEN: Reasonable CEF, But The Private Position Could Be A Problem
• The Month In Closed-End Funds: February 2023
• The Best Solution For Reducing Noise In Recession-Risk Estimates
• TRND: An ETF For Trend Following Investors
• AOM: Outdated And Uninspiring
• SCHD: The Ultimate SWAN
• The Quality Closed-End Fund Report, February 2023
• PRF: Smart-Beta Showdown - How It Stacks Up Against Its Peers
• HQL: Boom-Bust Returns May Not Be Suitable For High Distribution Yield
• Economic Outlook - Where Are We Now?
• IVH: Last 3 Days To Get A 6% Discount On ACP
• MOAT: Wide Moat Companies Deserve Consideration
• GNT: Energy And Mining Equities With A 20% Leverage Ratio
• DEEP: A Wide Discount ETF With Caveats
• MOO: Agriculture Stocks Sport Value As Shares Consolidate
• UCO: The Case For A Short-Term Crude Oil Rally
• GARP: Stability Amid Style Storms
• Is The Sprott Uranium Miners ETF Worth Pursuing?
• HYEM: Not The Right Time To Buy
• After An Optimistic Start, Are Markets Set For A New Wave Of Volatility?
• ARDC: An Excellent High-Yield CEF For The Current Environment
• JEPI: Here's Why You Probably Should Not Own It
• DSTL Efficiently Combines Value And Quality Styles
• KIO: Rights Offering Results
• ITA: Why It Deserves Its Valuations
• IGR: Rights Offering Quick Notes
• VCLT: Avoid Long-Dated Corporate Bonds
• IHAK: Growth Forecasts And Ongoing Societal Digitalization Make This ETF Notable
• Skim The Cream Of The IT Sector With CIBR
• SPY: Fortunes Will Be Made For The Brave
• PDO: I'm Sticking With It, But Know Your Own Risk Tolerance
• SJNK And SHYG: 8% Yields With Low Duration Risk
• EIC: We Need To Talk About Performance
• STK: Outperforming The Nasdaq
• Dreams Of Compounding - Portfolio Check-In
• SOXX: AI Tailwinds Set To Fuel Long-Term Growth
• Oil Prices Likely To Soar And XLE Investors To Benefit From U.S. Shale's Weakness
• TDIV: Is The Tech Dividend Boom About To End?
• AMZA: 8.6% Yield For This Actively Managed And Slightly Leveraged MLP ETF
• PFM: Setting The Bar Too Low
• BIZD: BDC Index ETF, Strong, Growing 10.2% Yield, Cheap Valuation, Improved Fundamentals
• SPYD: 'High Dividend' Stocks Offer Poor Risk-Reward Tradeoffs Today
• AWF: Continued Asset Declines Could Force A Distribution Cut
• ITA: Major Tailwind As Increased Defense Spending Likely To Persist
• IAK: Insurance Stocks' Momentum Waning, Valuations Still Strong
• The Korea Fund: A Good Addition To Any Investment Portfolio
• IYW: Gradually Accumulating In 2023 Might Be Rewarded In The Long Run
• SLV And PSLV: Emerging As Strong Buying Opportunities (Technical Analysis)
• VTWV: An ETF To Bet On Value And Size
• GOF: Failing To Sustain Distribution Internally And Too Expensive
• DJD: Yield-Weighted Dow ETF Solid Despite Headwinds (Technical Analysis)
• EFR: Floating Rate Fund With Modest Returns Paying More Than It Earns
• KRBN: Consolidating After A Large December Distribution Amid High Carbon Allowance Prices
• Equity CEFs: Are Cornerstone's CLM And CRF Funds Cheap Now?
• IYT: Transports Ride Into Bullish Seasonality, Shares Are A Value
• HERD: Pacer's Cash Cows Fund Of Funds ETF
• BGR: This High-Performing CEF Might Be Worth Consideration
• Amid Crazy Markets, Here's An Action-Oriented Primer For Investors
• Do We Need To Rethink ESG Investing?
• EWL: Inflation Remains Low In Switzerland
• LQD: Attractive After February's Rate Increase
• Energy Investors: Sell PEO, Buy XLE
• Rose's Income Garden February Review: Green Dividends And Value
• CIBR: The Growing Cybersecurity Industry Is Quite Attractive But Often Overpriced
• WEBS: Not For The Average Retail Investor
• IYR: Residential REIT Market Could Be The Achilles Heel Of This ETF
• KRBN: Carbon Credits As A Portfolio Diversifier
• Maximizing Returns: A Pair Trade Strategy With IHF And SPY
• RYJ: Striking A Skeptical Tone
• ARGT: Impressive Relative Strength Near All-Time Highs, Attractive Valuation
• MGV: A Cost-Efficient Vanguard Value ETF For Diversification
• HQH: Higher Risk Healthcare CEF
• JPST: Relatively Safe Above-4% Dividend Yields
• SRET: Poor Tradeability Metrics, Ongoing Relative Weakness, Avoid For Now
• IYR: Bigger Does Not Mean Better
• VLU: A Sophisticated, But Unconvincing Value ETF
• I Don't Always Buy ETF - But When I Do, I Prefer Vanguard
• IWF: Recession Fear Will Trigger Another Selloff
• PEY: Dividend Growth ETF With The Yield Of A High Dividend ETF
• RQI: A Plump 7.6% Yield, Paid Monthly
• EYLD: 6% Dividend Yield, Improved Fundamentals, Cheap Valuation - Buy
• ILCV: There Are Better Options Among Large Cap Value ETFs
• CEF Weekly Review: Inverted Yield Curve And Low Leveraged Yield
• SDHY: High Yielding Short-Duration Junk Bond Fund
• USRT: Risks Against The Market Make This ETF Unworthy
• Why Investing In The BioRevolution Is A 'Big Deal'
• PRNT: 3D Printing Is At The Intersection Of Robotics And Artificial Intelligence
• IVOV: A Mid-Cap Value ETF By Vanguard
• BGT: Floaters Still Look Attractive
• AGQ Is A Terrific Hedge Against Geopolitical Crisis
• FCPI: Do You Still Need Inflation Protection?
• PUTW: S&P 500 Implied Volatility Is Too Low
• BSTZ: A 10.8% Yield From Venture Capital And Tesla
• TFLO: Why It's My Largest Position
• CRF: Why We Are Looking For At Least A 50% Price Drop In A Year
• JMOM: High-Quality Low-Cost ETF With Valuation Being A Perpetual Concern
• Wolfspeed: Strong Headwinds Amid RF Business Slowdown And Increasing Competition
• CSQ: Premium Persists, Keeping This A Hold For Now
• HTY: Sub-Scale Return Of Principal Fund
• U.S. Weekly FundFlows Insight Report: Money Market Funds Attract $55.0 Billion, A Top 20 All-Time Weekly Total
• EDF: Weakness Reorganized Into Weakness
• DLY: Even The Bond King Stumbles
• INFL: This Rare Positive Performer In 2022 Is Still Hanging In
• VGK: Downside Risks More Pronounced
• Is Now The Time To Buy Stocks?
• Notes From The Road: Inflation, Private Assets And A Cautious Consensus
• HYDR ETF: Only For Investors Who Believe The Hydrogen Hype
• VUSB: Ultra-Short Term Bonds With A Yield Going Over 5%
• IYK: Not Attractive At This Price
• BIT: High Exposure To CCC Or Lower Credits
• Building A Strong Portfolio With VGLT As The Bond Market Stabilizes
• FENY: Good Risk/Reward Entry Point
• EDV: The Inverted Yield Curve Is Another Reason To Be Bullish
• IOO: Some Reasons To Stay Faithful Despite The Long Fall Ahead
• BST: A 9.6% Yield From Microsoft And Apple
• S&P U.S. Indices Year-End 2022: Analyzing Relative Returns To Russell
• ECAT: High ROC Fund Set For More Weakness
• RIV: Modest Returns But 12% Yield Will Lead To Shrinking NAV
• VDE: A Discussion Of The Risks Facing The Energy Sector
• BlackRock Science And Technology Trust: Is This CEF Worth The Risk?
• VEA: Inferior Growth Profile And Limited Downside Protection
• BITQ: Bitcoin Soup Recovers - A Crypto Lotto Ticket
• EDV: Beware The Coming Yield Curve 'Re-Steepening'
• BOE: Ex-U.S. Globally Diversified High-Yielding Portfolio Available At Discount
• BST: High Yield With Prospect Of Strong Capital Gains
• iShares MSCI Canada ETF: Not Too Compelling At This Juncture
• FINX: Volatility Risks Cloud Potential For E-Commerce Growth
• STEW: Value Large Cap Equities CEF, 18% Discount
• USIG: Negative Spike Is Expected, Investors Should Take Advantage Of It
• Better High Yield ETF Buy: JEPI Vs. PEY
• ProShares Ultra Bloomberg Crude Oil ETF: Bearish Near The Top
• ROBO: Significant Risks Obstruct Quality Exposure To The Future Of Technology
• HYG: The Price Is Low, Yield Is Sort Of High - Still Not Attractive
• PIMCO CEF Update: Rolling Horror Show
• Is The Federal Reserve Wrong Again In Believing Inflation Is Transitory?
• UCO: Taking Profit On WTI Crude, To Re-Enter On Dips
• ISTB: Short-Term Bonds Are Useful Under Certain Conditions
• PDO: Watch For A Dividend Cut
• The Role ETFs May Play In The Hunt For Yield
• JAAA: AAA CLO ETF, Low Credit And Interest Rate Risk, Growing 5.3% Yield
• Monthly Newsletter - February 2023
• RDIV: Will The Strong Short-Term Performance Continue?
• SPLV: Exposure To Defensive Sectors Is Favorable But Multiple Compression Likely
• Market Gets A Reality Check
• Compounders And Dividends: February 2023 Portfolio Update
• February AAII Asset Allocation Survey: Equity Exposure Rises For Fourth Consecutive Month
• LTPZ: Real Yields May Need To Move Back Below Zero To Prevent A Fiscal Meltdown
• FXA ETF: Stay Alert As Risk-Off Positioning Grows
• Leveraged ETFs: The Scary Drift Of SPXL
• BOTZ: Profit From Society's Increasing Reliance On Artificial Intelligence And Robotics
• RETL ETF: Gloomy Conditions
• FBCV: Outperforming Blue Chip Value ETF Deserves A Closer Look
• First Look At Global X Hydrogen ETF
• SPLG: S&P 500 Dashboard For March
• FCOM: Investors Beware - Red Flags For This Communication Services ETF
• DVYE: Perpetually Out Of Favor
• SPLV: Multi-Month Lows As Defensive Sectors Trade Down
• My $394k Portfolio Outperforms The Market Again In A Dreary February
• Weekly Closed-End Fund Roundup: February 19, 2023
• Factoring Next-Gen Inflation Resilience Into Multi-Asset Strategies
• DEM: Best Way To Access Emerging Markets At A Discount
• 3 Reasons Why Surging Stocks Caution Patience And Discretion
• Reimagining Growth: A Market Beyond Mega-Caps
• BXMX: Range Bound Markets Are Ideal For This Buy Write CEF
• IUSB Is Too Correlated To Equity Markets
• Dimensions And Insights: The US$1.7 Trillion Economic Bloc That Many Miss
• DVYE: You Should Not Own This ETF For The Long Term
• SPY: This Bearish Strategy Has Been Working (Technical Analysis)
• TMF Not Worth Suffering Through, I'm Out For Now
• EZA: Beware Of South Africa's Greylisting And Eskom Crisis
• GNR: Large-Cap Investing Supported By Big Growth Sectors
• ETX: An Attractive Lower Beta Municipal CEF
• RYH: This Outperformer Is Temporarily Oversold
• UPRO: Investor Activity Neutral But Sentiment Still Says Higher
• XLF: Financial Sector ETF Set To Capitalize On Eventual Economic Recovery
• INCO: Low-Cost Vehicle To Ride The Consumer-Led India Growth Story
• Natural Gas Approaches The Danger Zone: KOLD Looks Hot But Be Careful
• FRA: Discounted Floating Rate Fund
• RYLD: Traditional Strategies Outperform Covered Call Complexity
• EIDO: A China Reopening Beneficiary
• XRT: Retail Stocks Look Cheap With Seasonal Tailwinds And A Bullish Chart
• CEFS: This High-Yielding Fund Of Funds Has Become More Sustainable
• PSLV: Time To Buy The Dip
• Shorting Lousy Stocks = Lousy Returns?
• JDST Is An Aggressive Play On More Yield Curve Shifts
• The Best Vanguard Funds To Buy In 2023
• VLUE: Transparent Value With Little Industry Bets
• Collections Of Factors
• BDJ: This Covered Call And Dividend Income Fund Is Solid, Just Watch The Price
• Equity ETFs: For Portfolio Protection, SPXU Is A Better Alternative Than Put Options
• AI Powered Equity ETF: Performance History Leaves A Lot To Be Desired
• U.S. Fund And ETF Investors Continue To Favor Foreign Issues In 2023
• GOVT: CBO Predicts Massive New US Debt Supply, While Geopolitics Reduces Foreign Demand
• 3 High-Growth Sectors With Significant Potential In The Next Decade
• AVGE: Avantis Enters Global Equity Field Against ACWI
• Why SPDR Gold MiniShares Could Lose Its Appeal
• VIOG: Its Large-Cap Growth Peer Would Be A Better Choice
• IWN: Low Growth Is Not Necessarily Value
• Hipgnosis Songs: Wide Trading Discount Offers A Margin Of Safety
• Can You Time An Earnings-Weighted Approach?
• TAN: Lower Volatility In Solar Stocks Usually Resolved To Upside (Technical Analysis)
• TAN: Solar Stocks Good On Valuation, Weak On Technicals
• FPF: High-Yielding, Relatively Less Risky Preferred Securities Focused Fund
• ProShares Short S&P 500 ETF: Investor Sentiment Still Negative
• BND: Long-Term Risk Of Owning This Is Still Too High
• REMX: A Good ETF But A Difficult Market Environment
• IGRO: This Low-Yielding Diversified Global Ex-US ETF Deserves Your Attention
• FNDX: Key Insights Into This $10B Fundamentals-Based Fund
• VNQI: Shares Stuck In A Downtrend, Wait For A Reversal
• IXN: Gain Exposure To Tech Giants Currently Leading The Artificial Intelligence Rally
• BSJN: Absence Of Matched Maturity Collateral Case Study
• Japan Equity Fund: Fade The NAV Discount
• INDA Better Than MCHI Amid Reopening, Adani Affair, Spy Balloons, And Rates
• SCHD Vs. VTI: Which ETF Is The Better Buy?
• RSP: Better Than The Giant 7
• EQWL: An Alternative Way To Own The Largest U.S. Stocks
• BOTZ: The AI Boom - Surprising Price Strength As Yields Rise
• XES: Oil & Gas Services ETF Can Continue Outperforming
• VOOG: Now Is The Time To Buy For Huge Long-Term Gains
• DFAT: Actively Managed Value Fund, Recently Outperforming
• FIF: String Of Distribution Increases, Room For More
• iShares MSCI Spain Capped ETF: Headwinds Outweigh Tailwinds
• PGX: Headwinds From Higher Interest Rates
• BSL: Term CEF With A Name Change, Same Performance
• LBAY: Short Bubble, Long Value, Actively Managed Long-Short Equity ETF
• Investor Activity In QLD Points To A Trading Range
• GBAB: A Year Later, The Fund's Outlook Remains Challenging
• V&M Breakouts: Revealing The Best Long-Term Value Portfolios For Turbulent Markets
• XRMI Vs. QRMI: 2 Risk-Managed ETFs Have Not Proved Themselves (Yet)
• TLTW: Covered Call Treasury ETF, Excessively Risky, Sell
• EZA: Caution Is Warranted
• ZTR: Balanced Fund With An Unsustainable Yield
• PSIL: When Investing In Psychedelic Firms, ETFs Are The Safer Route
• CGW: Smidcaps Driving Strong Start To Year, But Not Enough To Upgrade
• SCHY: A Longer Track Record Brings Me Back For A Second Look
• ICAP: An 8.4%-Yielder For Average Joe And Jane
• CEF Weekly Review: EPS More Instructive Than Coverage These Days
• FDV: A Novel Dividend Vehicle Deserves A Closer Look
• Momentum's Mystique
• India Remains A Compelling Investment Case Amid The Current Storm
• ETG: Discount Widening Further Presents A Better Opportunity For Entry
• BGX: Long/Short Loan Fund That Is Actually Just Long
• ADX: Solid Equity Fund Yielding 6%
• CEF Insights: abrdn On Emerging Markets, Supply Chain Shifts And Rising Rates
• Is It Time To Rethink Stock-Bond Allocations After Rate Hikes?
• VXUS: Foreign Stocks Cheap, But Technical Risks Near Term
• Is Recent Investor Activity In SQQQ Signaling A Changing Market?
• DEM's Dividend Yield Is At Global Financial Crisis Levels
• PFO: Preferred And Income Pain Continues, But Valuations Getting Tempting
• IDV: Not A Good Investment In The Long Term
• EWM: A Cheaply Priced Emerging Market Growth Play
• SCHO: Why Some Bond Funds Fail To Deliver For Parking Cash
• EIS: Recession-Resistant Economy, Many Outstanding Holdings Make This ETF One To Follow
• CUBA Is A Fund I Would Skip
• IDV: A Pricey Play On A Rebound In Developed Market High Dividend Names
• Why A Secular Bull Market Starting From Here Is Unlikely
• CEF Merger Arbitrage: Sell ACP And Buy IVH
• AEF: Sell Signal Was Correct
• USRT: More Downside Risk Than The Broader Market In 2023
• EVX: Long-Term Opportunity Clouded By Short-Term Challenges
• U.S. Weekly FundFlows Insight Report: Investors Flock To Money Market Funds As Rate Hikes Probability Increases
• DGRW: The Dividend Growth Tilt Your Value Portfolio May Need
• GRID: Investment Theme For The Next Decade
• HYG: Relative Value Case Is Extremely Compelling
• Direxion Daily Healthcare Bull 3x Shares: The CURE / S&P 500 Divergence Is A Tell
• Introducing The S&P GSCI Climate Aware Index
• SPYG: Q4 Earnings And 2023 Outlook Support Recovery
• VDE: Energy Stocks Face Their Greatest Bull Market Threat
• SMIN: A Higher Beta Play On The India Growth Story
• LGI: Well-Diversified Balanced Global CEF Generating High Yields And Returns
• IOO: Not Necessarily A Better International Alternative Than The S&P
• FNDA ETF: A Lot Going For It
• Value Investing For The Future: Why IWD Shines Over IUSV
• IDV: Pays High Dividends, But Avoid Due To Currency Risks
• FNDE: Risk And Reward Profile Still Not Attractive
• iShares Global Utilities ETF: Not Perfect, But Worth Considering
• PAXS: 10.46% Yielding Access Income Fund From PIMCO Is On My Watchlist
• S&P GSCI Shipping Indices In Portfolio Management
• Gale Force Uncertainty Creates EM Debt Tailwinds
• IVOL: Not The Right Environment For This ETF
• DIVO: A Fund With Good Balance That Could Outperform In An Inflationary Environment
• 3 Reasons To Buy VWO For 2023
• Investing In Health And Wellness
• EMHY: Despite Down Nearly 25% In 2022, The Time Is Still Not Right To Buy
• BSCO: 5% Yield For This 2024 Maturity Bond Fund
• Buy ASPY - Bye Market Volatility
• NMZ: The Buy Case For High Yield Munis - It's Not For Everyone
• WIW: Beware A Higher For Longer Fed
• VWO: High Dividend Yield To Drive EM Outperformance
• DIVO: Strong Dividend ETF, 5.2% Yield, Market-Beating Returns
• AVES: A Promising Emerging Markets ETF
• UDN: The Reasons For Selling The Rally In The U.S. Dollar Index
• The PAVE ETF: Infrastructure Investment Thesis Still Fully Intact
• NOBL Holds 3 Dividend Aristocrats That Can Outperform The Market
• JPS: It May Make Sense To Accumulate A Position In This Affordable CEF
• NCV And NCZ: Discounts Narrow For Both, But One Looking More Appealing
• GDX: Dividends Could Be At Risk
• VTIP: TIPS Offer Attractive Real Return Yields Now
• CEF Report February 2023 | The January Effect Didn't Disappoint
• iShares Core Aggressive Allocation ETF: Worth The Risk
• UTG: Top-Notch Infrastructure CEF To Benefit From Lower Interest Rates
• SCHD: When It Rains Gold, Put Out The Bucket Not The Thimble
• DGRE: This Actively Managed ETF Has Yet To Prove Itself
• Income Generation And The S&P/ASX BuyWrite Index
• EWZ: High Real Interest Rates Are Positive For Brazilian Stocks
• JEPI: Beat Inflation With This 11% Yielding Monthly-Paying ETF
• EMHY: Not Worth The Risk
• Investing In A Time Of Polycrisis
• BIZD: Strong Q4 Earnings And A Promising 2023 Outlook Hint Robust Returns
• VIG: A Cheaper Alternative To NOBL
• Invesco India ETF: A Potential Winner In 2023
• SMOT: Outstanding Performance Since Inception Should Not Prompt Hasty Conclusions
• TFLO: Rare 4.6% Floating Rate Treasury Yield
• VYMI: Is A Good Choice With High Dividend Yield And Cheap Valuation
• USA: Do-It-Yourself With ETFs May Be Better
• VOT: Valuation Fair, But Still Not Attractive Enough
• CQQQ: The Chinese Nasdaq
• SDIV: Chronic Underperformance To Worsen As Global Economic Stagnation Spreads
• IFN Vs. INDY: Choosing The Best Fund To Navigate Through The Adani Affair
• Should We Pay Attention To The Golden Cross Formed In Early February To Signal A Bull Market?
• Investor Activity In TQQQ Point To Higher Prices For It And The Market
• EDI: Emerging Markets Offer Opportunity For The Risk-Tolerant In High-Yield Fixed Income
• PDI: Not The Time To Take On Credit Risk
• 3 Stocks To Avoid As We Near The End Of Reckless Consumer Spending
• Weekly Closed-End Fund Roundup:  February 12, 2023
• DEX: Pleasant Tender Offering Results
• VIG: A Fund Likely To Offer Decent Growth But Minimal Income
• Quality Check: Analyzing QDF's Dividend Strategy
• 'Great Expectations' (Apologies To Charles Dickens)
• FGB: Back In Deep Discount Territory
• 3 Dividend ETFs I Am Greedily Buying In 2023
• IWC: Efficient, Potentially High-Return Way To Access The Smallest Stocks
• LVHI: High Yield, Low Expectations
• GMET And Commodities Are A Decent Approach To ESG
• ACWV: Global Equity Fund, Low Volatility Portfolio, No Clear Investment Thesis
• CORN: Moving Into The 2023 Planting Season
• IEUR: Europe's Recovery On Borrowed Time
• DOL: A Dull International Dividend ETF
• QQQ: A Deep-Dive Into The Fund's Characteristics
• VIGI Has A Quality Portfolio But We Prefer Other Alternatives
• My Top 10 Closed-End Fund Holdings: February 2023
• GOVZ: An Aggressive Bet On A Likely U.S. Depression
• DGT: A Forgotten Global ETF That Deserves More Attention
• GLU: Amortizing NAV Fund
• IEF: Simple Treasury Index ETF, Uncompelling Value Proposition
• BBAX: Asia-Pacific Ex-Japan ETF Generating Decent Yield And Total Return
• PUTW: The Other Way To Consider Profiting From Option Writing
• PTY And PDI: Abysmal Setups
• CSQ: High-Yielding Diversified Balanced Portfolio, Also Seems Sustainable
• QVAL: A Close Look At The Methodology
• PFF: 40 Big-Yield Preferred Funds Compared (CEF Versus ETF Edition)
• Vanguard's Consumer Staples ETF Is A Low-Cost SWAN Fund
• How To Outperform Index Funds
• 22 Things I Learned About Investing In 2022 (Part 2)
• A Close Look At 13 Cannabis ETFs
• PDO Yields 11.04% And I Am Adding To My Position
• Saying Goodbye To VanEck Vectors Africa Index ETF
• GXC Will Likely Outperform SPY As China Recovers
• RWK: Weighing Pros And Cons Of Revenue-Centered Strategy
• Unpacking SPYD's Reconstitution: 4.31% Yield, New Risks
• JEPI Is Not The New ARKK
• VIGI: Foreign Dividend Growers Losing Relative Steam, But Solid Potential This Year
• Ellsworth Fund: Conservatively Managed Convertibles Fund
• SRV: High Distribution Narrows Discount
• AOD: Continuing To Match The World Stock Index Performance
• VTIP: High Yield With Minimal Risk
• TLH: Time To Accumulate But Patience Required
• QQQ: Buyers Show The Way
• AOM: This Asset Allocation ETF Is Not Even Moderately Interesting
• PML: We Still Need To Be Careful With Leverage
• JEPQ: The Risks Outweigh The Rewards With This ETF
• XLK Still Offers A Buying Opportunity
• TECS: Bond/Equity Disconnect Widening, With Tech Overpriced
• DIVI: International Dividend Fund With A Low-Risk Profile
• COWZ Significantly Outperformed In 2022, What About 2023?
• UVXY: Eyeing A Long Volatility Trade Through Mid-March
• IYF Needs More Insurance To Be A Buy
• My Grand Experiment: The High-Growth Portfolio
• CEF Weekly Review: Don't Always Believe Fund Website Distribution Sources
• UGA: A Way For Investors To Hedge Their Own Income Statement
• UYG Is An Ambiguous Proposition, Unwise Due To It Being A Leveraged ETF
• JEPQ: Enjoy The Fruits Of Both Growth And Income
• MAV: Municipal Bonds At A Deep Discount
• Lessons From MOON's Collapse
• Mexico Fund: Benefiting From Frosty U.S.-China Relations
• IYH: Destiny's Favorite Child
• 5 Best CEFs To Buy This Month (February 2023)
• EAD: Continuing To Perform, 9% Yield
• EIC: Get Your High Yield Income From The Eagle Point Income Fund
• GDXJ: Having Gold Exposure Through Miners
• VIS: Industrials Dashboard For February
• JEPI: 2 Better Long-Term Big Yields
• AFK: Best Vehicle At The Moment
• I Replaced IJS ETF With XSVM ETF: Good Timing?
• STRV: Take A Wait And See Approach
• IGIB Affected By Evident Fed Concerns Over Perpetuating Inflation
• Option Buying In XLK And All 660 Technology Stocks At Critical Levels
• QQQE: It's Time To Equal-Weight The Nasdaq-100
• U.S. Weekly FundFlows Insight Report: Conventional Municipal Bond Funds Record Sixth Straight Weekly Inflow
• TBT: Inverse Bond Fund Can Work In 2023 Wearing Multiple Hats
• WTV: Excellent Shareholder Yield Fund That Would Appeal To Quality Investors
• VNQ: Worried About Inflation? Buy Hard Assets
• BNDW: Global Bonds Preferable To Global Stocks
• Grayscale Ethereum Trust: A 55% Discount To Net Asset Value Looks Like A Bargain
• TIP: Don't Be Put Off By Falling CPI
• The 'Higher For Longer' Trade: BIL May Soon Yield 5%
• RVT: Swap Growth For Small-Cap Value Stocks To Combat Inflation
• Activating Equity Portfolios For Higher Rates And Inflation
• FXZ: Looks Strong, But Exposed To Bear Market Risks
• NXG: Deep Discount, Big Distribution Boost
• RHS: Consumer Staples Dashboard For February
• QQQ: Recent Rallies Remain Unsupported By Macro-Fundamentals
• RYU: Utilities Dashboard For February
• Uncover Big Opportunities In Smaller Companies
• SCHF: It Is Time To Accumulate But Patience Is Needed
• BUZZ Investing: 2022's Hard Hit Stocks Continue To Rebound In 2023
• 10 Sectors Likely To Generate Good Returns In The Next Decade
• AOK: There's Plenty That Is Not OK With This Allegedly Conservative ETF
• What Comes First: Thematic Investing Or The Egg?
• FCT: Low Leverage Floating Loan CEF, 8.2% Yield
• FBCG: Is Strong Earnings Growth Enough To Sustain YTD Gains?
• FCO: Clearly Unsustainable Yield
• TSLL: Direxion Daily Turbo-Charges Tesla Returns
• Look To New Economy Real Estate In 2023
• BTZ: Buy If You Think Yields Will Go Lower
• LQD: Inflation Remains The Thorn
• LQDW: Covered Call Bond ETF Offers A Massive Yield While Limiting Volatility
• iShares Europe ETF: Things To Note
• LBAY: An ETF Unicorn Worth Knowing About
• NHS: Time To Reduce Some Exposure To This High Beta HY CEF
• WEAT: Lots Of Volatility Ahead For The Commodity That Feeds The World
• RTM: Materials Dashboard For February
• FTHY: Attractive Discount For A High-Yield Fund
• IDNA: Healthcare Dashboard For February
• AGG: YTM Rising As Shares Break Trendline Support, Downside Momentum May Continue
• First Trust Cloud Computing ETF: Yes And No
• SPHQ: A Smart And Innovative Angle On Large-Cap Investing
• VBK: We'd Rather Own Large-Cap Growth ETFs Instead
• SCHD: I Concede, This Dividend ETF Is The King
• FINS: Discounted Fund Providing Access To A Niche Market
• FTXL: Reinvesting In America's Semiconductor Industry Could Embolden This Fund
• VIXY: Huge Bets Have Been Placed On The VIX, But We Are Sticking To Our Entry Target
• Where's My Real Assets Exposure?
• Portfolio Management And Allocating For Risk
• International Stocks Are Getting More Interesting
• PFFD: Own This When Yields Are Falling
• Gold Bars Could Price Down, And So Could GraniteShares Gold Trust Shares
• SCHD Or Treasuries: Which Is Best For Retirees' Income Needs?
• VCSH: You Should Put Your Cash Elsewhere
• Lessons From The Collapse Of NOPE
• Active Ability Vs. Active Outperformance
• Conventional Funds Attract Net New Money For The First Month In 13
• QAT: Why Qatar May Outperform This Decade
• The Stocks Vs. Bonds War: Which Side Are You On?
• Vanguard Value ETF: Spotlight On Value Vs. Growth
• The S&P Technology Dividend Aristocrats Index: A Legacy Of Dividend Increases In Technology
• XSHD: Low-Volatility Small-Cap Strategy With Surprisingly Subpar Returns
• KBWD: 10% Yield Has A Catch
• CSB: Impressive 3.30% Dividend Yield, But Still Unappealing
• TBLD: Discount Makes This Flexible Income-Focused Fund Attractive
• RCD: Consumer Discretionary Dashboard For February
• IEZ: Oil Service Producers Could Be Thinking About Iran
• PCY: The Worst Has Yet To Come
• PALL: The Right Choice To Capitalize On Palladium's Potential In 2023
• EOD: Double-Digit Yield Of This Globally Diversified CEF Seems Unsustainable
• RYT: Technology Dashboard For February
• VTEB: Simple Muni Bond Index ETF, But Better Choices Out There
• RGT: Disappointing Small Cap Equity CEF
• IFRA: A Solid Way To Invest In Rebuilding The Infrastructure Of The United States
• SPY: Hanging On Precariously
• To Hedge MSCI EAFE Or Not
• WEA: 7% Yielding CEF, Overweight Investment Grade Bonds
• VGK ETF: Benefit From Europe's Position Relative To The U.S. And Emerging Markets
• BCAT: Heavily Discounted Multi-Asset Fund
• SVOL: Better Than Call Selling Strategies In Generating Yield
• IYR: Real Estate Especially Sensitive To Rate Hikes
• Global X SuperDividend ETF Is Too Risky And Probably A Dividend Trap
• SGDM: Better Than GDX?
• EQRR: Interesting Fund To Own While Interest Rates Are Rising
• Proceed With Caution: Challenges In Embedding The Precautionary Principle In Paris-Aligned Benchmarks
• VUG: More Upside Is Ahead
• Inflation-Is-Over Narrative Spurs TMFC's Returns, Does Not Make It A Long-Term Buy
• HNDL: Asset Class Diversification, 7.0% Distribution Yield, Reasonable Performance Track-Record
• Revisiting What I Consider My Best Article Ever - The Importance Of Valuations And Avoiding FOMO
• SOXQ: Inventory Correction Near The End, But A Recession Could Also Be Near
• GOVT: Inflation Still Around And Watch Out For Oil
• IFN: Bucking The Bearish India Trend In 2023, Ex-Date This Week
• MLPA: A Focused, Niche ETF With A Yield That Stands Out In The Current Market
• Investing In Platinum In 2023: Why PPLT Is Worth Considering
• ERX: A Short-Term Trading Product
• Kicking Off The New Year With 7 Closed-End Fund Buys In The Month Of January 2023
• IXC: Realize The Profits Before Reality Sets In
• Weekly Closed-End Fund Roundup: DEX Tender Offering Expires (February 5, 2023)
• IGD: This High-Yielding Global Equity CEF Is In A Position To Sustain Its Yield
• VWOB: May Be Better To Stick With Domestic High-Yield Bonds
• ZRE: A Diversified REIT ETF With A 4.5% Yield
• KBWD: 10% Yield With 4 Red Flags
• VTI: Likely To Underperform In An Inflationary Environment
• RPAR Risk Parity ETF: Playing The Waiting Game
• RSF: Rights Offering Results
• Beat The Market With A Disciplined Portfolio Strategy
• Top 4 Takeaways From My Past Decade Of Investing Experience
• DEX: Successful Tender For This CEF, Now Overpriced
• World Equity ETFs Attracted The Largest Net Inflows So Far This Year
• Understanding Oxford Lane's NAV Rise
• UNG: Natural Gas Is Now Oversold And Is Likely Bottoming
• SPHD: 14 Substitutions Made, High Yield Remains, But What's Next?
• VONG: You Should Wait For Another Bottom To Form Before Buying
• ETO: Earn Income From Around The World With This CEF
• DWSH: This Active Short ETF Doesn't Measure Up
• SPDR Emerging Markets ETF: The Peak Of The U.S. Dollar Is A Bullish Signal
• LVHD: Proof Of Concept In A Turbulent Market
• BUI: This Utility Fund Is Worth Watching, But It Is Currently Too Expensive
• PDT: Keep An Eye On This Recession-Resistant CEF
• ALTL: Innovative ETF, But Style Is Prone To Huge Risk
• 6 Ways To Beat Inflation With 'AIR' Factors - 2023 YTD Update
• ICOW: Cash Cow That Is Worthy Of Consideration
• AAAU And GLD: Offering Promising Investment Opportunities (Technical Analysis)
• Coping With Market Downturns - Staying Invested As Markets Threaten To Decline
• XLE: Approaching A Pivotal Moment
• XAR: An Equal-Weight Defense ETF For A Dangerous World
• QYLD: Tame Volatility Means Small Buy-Write Premium
• 15% Expected Returns From A Simple Portfolio To Hold For Years
• SDY: Our Favourite Dividend Growth ETF
• IWS Vs. IJJ: Comparing Mid-Cap Value ETFs
• 3 Reasons To Invest In Energy Funds, XLE
• 4.7% Yield From This VNLA Cash Parking Vehicle
• MSOS Meltdown Is Hurting Cannabis Stocks
• AVLV: Low-Cost Value ETF With High-Quality Holdings
• Data Update 4 For 2023: Country Risk - Measures And Implications
• XAR: Equal-Weight Aerospace And Defense Going For A Relative Breakout
• QYLG: Autopilot Options Selling On Nasdaq 100
• UUP: Potential Inflection Point Higher
• Vanguard Intermediate-Term Treasury ETF: Expected Return Still Does Not Justify A Buy
• Simpson Manufacturing: Best Nearby Building Industry Capital Gain Prospect
• VGIT: Comparing A Conservative Option With 2 Alternatives
• VCLT: Low Octane, But Compelling At Today's Rates
• MXI: Global Materials Stocks Are Trading At A Discount
• JBBB: A Nice BBB CLO Offering From Janus Henderson, 7.4% Yield
• XHE: Health Care Equipment Stocks Are Overvalued On Low Quality Earnings
• NEA: Fool Me Twice? I Doubt It
• HACK: Interesting And Well-Built, But Rangebound For Now
• The Name Of This Game Is Rotation (Back To Growth)
• GDV: Better Opportunities Elsewhere
• BLV: Vanguard's Investment Grade Bond Universe Tracker
• Brookfield Real Assets Income Fund: Get Real Assets Into Your Portfolio
• The Long And Short Of It: Russell 2000-Linked 'Long And Lend' Strategies Make A Comeback
• Environmental Themes To Watch In 2023
• BLV: Choose Your Own Adventure
• Better Passive Income Buy: VYM Vs. JEPI
• WisdomTree U.S. SmallCap Dividend ETF: There Are Better Alternatives
• EMD: Fade The Rally
• To Be Value Or To Be Growth? That Is The Question
• ERX: Be Patient With This Energy ETF
• REMX: Downgrading Strategic Rare Earth Metals ETF On China Risks
• CEF Weekly Review: Unleveraged CEF Income Is Holding Up
• IWS: Little Added Value In This Value Index
• GDX Or GDXJ: Which One To Choose?
• FLCH: An Ultra-Low-Cost Vehicle To Play The China Recovery
• Franklin FTSE South Korea ETF: Flicker Of Hope
• BME: Solid High Yielding Healthcare CEF
• BCI: The Smartest Way To Invest In The Commodity Bull Market
• AIVL: A New Fund In An Old Shell
• PGF: A Preferred ETF Of Financial Institutions With Decent And Stable Yield
• KWEB: Our Bearish Strategy Explained (Technical Analysis)
• EFA: Spotting Key Levels After The Monster Rally
• DIVZ: Manager Inactivity Takes Toll On This 3% Yielding ETF
• FLC: Valuation Looking Attractive
• DPG: Fine Fund, High Premium
• Vanguard Long-Term Bond ETF: It Is Time To Start Accumulating
• 10 Factors Influencing Today's Markets, And How To Exploit Them
• ZROZ: Treasuries Likely To Win 2023
• Vanguard ETFs: Recommendations For 2023
• DSU: Revisiting A Fully Covered 8.5% Dividend From A BlackRock CEF
• GLD: Short, Medium, And Long-Term Signals
• BME: Well-Positioned Healthcare CEF For Monthly Income
• PFFR: A Fully Covered Strong And Steady-Yielding REIT Preferred Stocks ETF
• AVDV Vs. SCZ: The New ETF Has Proven Its Worth So Far
• VYM: Just Isn't Interesting As It's Leaving Yield And Returns On The Table
• USO: A Bottom Could Be Forming
• SLV: Buy The Market Dip
• BND: Inflation May Fall But It Won't 'Return To Normal' This Decade
• Tradeweb Exchange-Traded Funds Update - January 2023
• U.S. Weekly FundFlows Insight Report: Nondomestic Equity ETFs Attract Net New Money For The Seventh Consecutive Week
• ETF Trends In 2023: What Investors Must Look Out For
• 3 Possible Catalysts For A Small-Cap Recovery
• KWEB: China's Increasing Control Is Ruining Its Tech Stocks
• VYM Vs. SCHD: Which Is The Superior Dividend ETF?
• My Portfolio January Update: 3 Buys
• FXI: The Balloon Pops
• VYM: Elevated Rate Environment Not Favorable
• QQQ Echo Bubble: Traders Double Down, Ignore Inflation Red Flags
• GDV: Distribution Might Be At Risk But Generally A Good Conservative Fund
• FFTY: Deeper Delve Into The Portfolio, No Reason To Upgrade
• Why Indexing Can Be Applied To Thematics
• IAU: Gold Likely To Pullback Further Amid Rising Rates And A Higher USD
• SMID-Cap Moats Lead In Market Rally
• S&P 500 ETFs: 16 Things Smart Investors Should Know
• Moat Stocks Take Early Lead In 2023
• Fund Spotlight: Fidelity Equity Dividend Income
• VYM: A Decent ETF For Investors Focused On Growth, But Dividend Investors Can Do Better
• JEPI Is The Name, High Yield Is The Game
• EXD: Merger Postponed
• How ChatGPT And AI Might Impact Investors
• Taking Note Of Emerging Market Opportunities
• Motiwala Capital - 2022 Letter: Japan Capital Appreciation
• THD: China-Led Tourism Rebound To Reignite The Thai Growth Story
• VPU: After January's Rally, Utilities Look Good To Me
• IWP: A Mid-Cap Marvel For Growth Investors
• TY: Extract Dividends From The S&P 500 Via This CEF
• MDYV: Mid Cap Value ETF Review
• KYN: It May Be Beneficial To Add Shares Of This CEF To Your Portfolio Today
• ASGI: Attractive Discount For This Unique Infrastructure Fund
• iShares MSCI India ETF: Exciting, But Not Cheap
• BITI: A Way To Short Bitcoin Without Leverage; Buy Rating In Small Size
• Blackrock's BLW: 8.4% Yield Likely Gets Chopped By 25% In 2023
• TDAM CIO: A Focus On Quality Is Key To Navigating A Difficult Market
• iShares S&P/TSX Capped REIT Index ETF: Macro Uncertainty Likely To Continue In 2023
• SMOG: A Proactive Way To Invest In Sustainable Energy
• FTQI: Covered Call ETF That Falls Short For Similar Reasons Many Do
• IGLB: Down Big, But Not Done, Sell Rating Assigned
• A Selective Approach To Style: The S&P Pure Growth And Value Indices
• SCHE: Robust Emerging Market Fund, Offering Decent Yield And Total Returns
• Equity CEFs: The Best Return Of Capital Funds For 2023 (And A Look At BIGZ, CLM And ETW)
• XSD: 'Xtra' Semiconductor Diversification
• 'Transitory Disinflation' Likely To Be Short Lived
• TBT: Watching One Key Technical Level On TLT For Clues
• EPOL: Inexpensive But Limited Bullish Tailwinds
• ICLN: Clean Energy May Lack Sustainability - Uncovering This Momentum Trade Opportunity
• Read This Before Trying To Time XYLD Or Other Covered Call Funds
• FFC: Solid Preferred Stock Fund But Too Much Duration For My Outlook
• JLS: This 8.2%-Yielding CEF Is Well Aligned For The Current Environment
• VIXM: Useful As A Tail Hedge
• FALN And ANGL: Fallen Angel ETF Tax Swap
• Taiwan Fund: Buying On 2023 Pullbacks
• FAM: Global Bond Markets CEF, Unsupported Dividend
• WDI: This 10%-Yielding CEF Is Worth Considering To Add Diversity To Your Portfolio
• Government Contracts Trading Strategy
• DJIA: Further Upside Is Likely (Technical Analysis)
• BRW: Top Performing Credit Hedge Fund In A CEF Structure
• The Month In Closed-End Funds: January 2023
• SDEM: Don't Fall For This Monthly Income ETF
• YANG: Inverse Leveraged Wager On Chinese Economic Headwinds
• SGDJ: Underweight On Junior Gold Mining Stocks
• PSI: Pursuing Semiconductors Intelligently
• It's Norovirus Season: Beware QSR, Hospitality, Cruise Line, And Nursing Facility Stocks
• VGSH: We'd Rather Own Long-Term Treasury Bonds Now
• Small-Cap ETF RWJ Will Likely Outperform SPY In A 2023 Recession
• BSV: A Rate Rise Is An Opportunity For Bond Investors
• Is IJJ The Best Mid-Cap Value ETF?
• SWAN: Where Treasuries And Call Options Combine To Create A Unique ETF
• JNUG Could Explode If Gold Follows Through On The Upside
• DRIV: An Uninspiring Outlook Ahead
• HNDL: A Risky Fund Of Funds With A Targeted 7% Payout, Best Avoided
• PayPal: Up Over 20% Since Our Last Trade, Here Is How We Are Trading It Now
• SLYG: Small-Cap Growth Stocks Are Clearly Undervalued
• RZV: Quality-Agnostic Strategies Could Backfire
• NUSI Vs. QYLD: Which Is The Best?
• PDI And PTY's Yield Predicament
• SPY: Bulls Got 'Hustled' By The Fed
• 'All Weather' Revisited
• Balancing The Scales In U.K. Equity With The S&P 500
• Nike Could Face A Lost Decade
• KOLD: Hot Streak May Be Coming To An End
• IGR: This 10.40%-Yielding Fund Could Work Well As A Store Of Wealth
• Who Likes Cash COWZ?
• VOO: Global Revenues And Global Diversification Are Not The Same
• TSLQ: How To Lose Money From Shorting When The Shares Actually Fell 20%
• NGE: Nigerian Stocks Offer A High Potential IRR But Not Without Risk
• YYY: Amortizing NAV And Shrinking Distributions
• PHT: Continuing To Perform, 9.7% Covered Yield
• RLY Remains An Effective Inflation Hedge, But Is Not A Buy Under Current Conditions
• PSP: Private Equity ETF Can Storm Back In 2023
• A New Era Of Investing Dawns
• Asset Class Mean Reversion: Review And Outlook
• XLRE: Real Estate Sector Outperforming Since Market Bottom Of October 2022
• EPOL: Heading Into An Economic Slowdown
• PCQ: The Time To Sell Has Passed
• Looking For Opportunity Under The Surface Of The Markets
• Reasons Why I Used January's Rally To Raise Cash
• VIG: Apple Set To Join Next Month, Are You Ready?
• EPP: An Undervalued Asia Pacific ETF With Weak Outperformance Potential
• IGA: Strong 2022 Results, Still A Buy At Current Levels
• QQQ: On The Verge Of Upside Breakout (Technical Analysis)
• Is XME A Good ET - What To Consider?
• PHO: Swimming Against The Tide - A Bearish Perspective On The Water Industry
• Watch (And Learn From) Them, Test (And Challenge) Yourself
• VONV: Lagging Other Value ETFs
• TTP: A Lot To Like With This 8.12%-Yielding MLP CEF
• DRN Investors Need To Watch For A China Gut-Shot
• AMLP: Ample Shareholder Value
• QMOM: Second-Best In The Momentum Crash Of January 2023
• SPY And The Powell Speech: This Doesn't Make Any Sense
• AMLP: A Big Yield With A Low P/E, Technicals Less Optimistic
• CEF Weekly Review: Shareholder Report Coverage Is Borderline Useless Now
• DFSV Vs. VBR: New Small-Cap Value Beating Vanguard's
• AIQ Vs. AIEQ ETFs: Humans Are Still Better Than AI
• Sprott Physical Gold and Silver Trust: Consolidation In Progress
• CWS: Actively-Managed ETF With A Few Issues Under The Hood
• SDEM: 5 Reasons To Snub An 8.5% Yield
• CPZ: Long/Short Equity Fund, 9.8% Yield
• ICF: A Low-Yielding Diversified ETF Focusing On The Right REIT Segments
• 5 REITs/REs For 4.5%+ Yield With High Upside And BBB+ Ratings
• Multi-Asset 2023 Outlook: Inching Back To Normalization
• ARKK: Mr. Beta Has Entered The Building
• GXG: Beware The Risks
• LDP: High Yielding Preferred Stock Fund That's Better Than HPF/HPI
• 5 Reasons To Invest In The Resource Transition
• BOIL: Natural Gas Is Poised To Light Up (Strong Buy)
• FCG: Negative Alpha Ahead In Natural Gas
• ICVT: Expect A Period Of Strong Performance
• YALL: God Bless America
• USMV: A Good Example Of Why Lower Volatility Does Not Mean Low Risk
• 'The Big Short' Michael Burry Says Sell, Inflation Is Not Over
• AIF: Fully Funded Yield But Shrinking NAV
• SCHD: This 3.4% Yielding Dividend ETF Is Top Value
• Record CDS Index Volumes As We Head Into The 20-Year Anniversary Of iTraxx And CDX
• Oats: From The Original Energy Contract To Trendy Dairy Alternative
• AVUS: Active, Affordable, And Attractive Total Market ETF
• FDL: Portfolio Quality Has Improved
• MUB: Muni Bonds Get Interesting With Yields Above 3%
• FDL: More Concentrated Than It Looks, And I Like That
• HYGH: Pure-Play On High Yield Credit Spreads
• QID And SQQQ ETFs: Possible Gains, But Rather Muted, Beware Of The Risks
• HYT: Moving From Buy To Hold On This High Yield CEF
• CHIX: Financials Could Lag The Broader Chinese Rebound
• NAIL ETF: You'll Need A Hammer And A Bell
• NAIL ETF: Capturing The New Found Enthusiasm For The Homebuilders
• IGM: A FAANG-Filled Equity ETF For Those Still Bullish On The U.S. Tech Industry
• JCE: Portfolio Reconstruction Should Support Continued High Yield And Return
• HIE: A Term Fund At A Discount
• Only Playing 'B-' Baseball, But Managed To Eek Out A January 2023 Total Return Of +21%
• SDOG: One Of The Best Friends A Dividend Investor Can Have
• UTF: An Infrastructure Backed 7.3% Distribution Rate
• PCN: Love The Momentum, But Don't Love The Premium
• Rose's Income Garden January Success: Value And Dividend Review
• 5 Questions To 'Think Thematically' On
• JQC: A High Yield Trap
• MDY Vs. SPY: Skipping The Crowd Has Benefits
• RNDV Would Be A Buy If Not For A Few Weaknesses
• iShares MSCI Chile ETF: Still Too Many Risks
• PIMCO CEF Update: Deleveraging And Swaps Take A Toll On Income
• The $700-A-Month Portfolio Building Strategy For Retirement - February 2023 Update
• RPV: A Very Volatile Value ETF
• VEGI: Not Much Agriculture Production In This ETF
• BST: Overextended CEF Trading At A Premium To NAV
• Compounders And Dividends: January 2023 Portfolio Update
• U.S. Weekly FundFlows Insight Report: Funds Bear First Weekly Net Outflow Of 2023 Despite Strong Performance
• Quick Thoughts: The Dangers Of Inertia
• RLY: Own This If Inflation Makes A Comeback
• IHE: A Top-Heavy Pharma ETF That's More Average Than Outstanding
• You Are Using Options Too Much
• EVV: Good In Concept But Distribution Sustainability Is A Big Concern
• The Reasons Why The BITO ETF Could Be A Safer Approach To Bitcoin
• GSEW: The Equal-Weight ETF With Pocket-Friendly Fees
• EWL: May Prove To Be A Reliable Bet, If You're Prepared To Pay Up
• Q1 2023 Style Ratings For ETFs And Mutual Funds
• VanEck Vectors Brazil Small-Cap ETF: Ideal Conditions
• ARK Innovation ETF: What Were They Thinking?
• FREL: Diversified REIT ETF Generating Strong Long-Term Returns
• Lessons Of SPXS Decay
• The Fed Pivot Will Likely Be Too Late
• HPF: Attractive 8.5% Yield, But May Not Be Sustainable
• January Effect 2023 Model Portfolio: +34.3% (Final Results)
• ARKK Needs To Turn AI Hype Into Profitability
• Don't Call This A Flash Crash
• Myths Of Alternative Investments
• 18-Year Performance Of The S&P/ASX BuyWrite Index
• SPY: It's Do Or Die (Technical Analysis)
• Preferred Shares Are Outperforming, It's A Great Time To Exit PFF And The Asset Class
• ANGL: Better Than JNK But Watch Credit Spreads
• Cumberland Advisors U.S. Equity ETF Portfolio Update
• Applying AI To Investment Management
• VBR: Simple, Cheap, Strong, Small-Cap Value Index ETF
• EFV: Not Much Value In EAFE
• CHIQ: Gain Low-Cost Exposure To The Consumption-Led Rebound
• XLV: Continued Positive Outlook For Healthcare Stocks In 2023
• JNK: Best Opportunity Vs. U.S. Stocks Since 2008
• January AAII Asset Allocation Survey: Equity Exposures Reach 8-Month High
• DIV: Dividend Yield Unsustainable
• DWX: Yield, Non-U.S. Exposure And Diversification; But I Want More
• My 26 Stock ~$384k Portfolio Sports Double-Digit Returns To Start The New Year
• EEM: Only Short This ETF With Caution
• Copper And The CPER ETF And JJC ETN
• Why XLE Is My Top Pick For The (Still) Cheap Energy Sector
• PTA: This 8.3% Yielding Preferred CEF Remains Our Favorite Sector Pick
• PBJ: Losing Its Crunch? A Closer Look
• ROBT: Managing The Downside Risk In AI Related Stocks
• GAB: Bullish On One Of The Best High-Yield Income Equity CEFs
• METV: Sell The Metaverse
• VTV: Value Is Back In Fashion
• Portfolio Preparation After Four-Star General Warns Of War With China
• UTWO And UTEN: New ETFs In The U.S. Treasury Sector
• GAM: Plodding Along
• VWO: Low-Cost Benefit And A Perspective For Emerging Markets
• IVV: S&P 500 Dashboard For February
• CLOI Outperforms In Q4, Stays Defensive Amid Uncertainty
• Net-Zero Targets And Temperature Alignment: Two Sides Of The Same Coin?
• FXG: How To Play Defense With Value In Mind
• New Models For Dynamically Hedging Currency Exposure
• Eagle Point Credit Company Is Not Suitable For (Most) Retirees Today
• CXSE: Don't Neglect The State Owned Enterprises
• FXI: China In 2023? Yes, Please
• LABU: Leveraged Biotech ETF Review
• NETL: Play The E-Commerce Boom Via Real Estate
• SPXX: A Fund That Trades Upside For Yield
• EVT: This 7.47%-Yielding CEF Is A Reasonable Buy Today
• Closed-End Funds: Term Structure Potential Vs. Perpetual Funds
• PCEF: Diversified Fund Of CEFs, Strong, Growing 8.4% Dividend Yield, Good Performance Track Record
• CHW: A Diversified Global Balanced CEF Generating Consistent Strong Yield
• Equity CEF Performances: Updated Through Jan. 27
• EWL: Swiss Equities Offer Healthy Long-Term Returns In 2023
• Muni CEF Update: Great Time To Buy But Not Without Challenges
• VanEck Vectors Egypt ETF: Accumulating On Weaker Macro Data
• GLD And SLV: My 2023 Precious Metal Outlook
• IYLD: Balanced Bond And Equity ETF, But Better Choices Out There
• What Performance Reversals Suggest
• PGJ: Gain Low-Cost Exposure To The China Recovery
• VBF: Moving From Buy To Hold (Neutral) After A +19% Return
• UTWO: One Way To Slowly Add Duration To Fixed Income Allocations
• Time To Study Abroad
• PTY: 100 Big-Yield CEFs, These 4 Worth Considering
• DURA: A 3.40% Yield Haven With Low Valuation And Volatility
• FOF: An Interesting Fund Of Funds Approach
• AWAY: ETF For The Modern Travel Boom, Hold-Rated But Interested
• BITO: Playing Bitcoin's Big 2023 Rally
• EOS: Portfolio Concerns And Declining NAV Are Reasons To Avoid
• FTEC: Fidelity's Tech ETF Is Solid And Defensively Positioned
• SPY: A Slight Improvement, But Key Variables Remain Conflicting
• AVK: Discount Loosening Up
• ACWI Vs. VT: Vanguard Wins Again
• JEPI Vs. DIVO: A Close Call
• SMHB: Avoid This Gamble
• Choosing Between SCHG And SCHX For A Low-Growth Environment
• SCHG Adds Growth In A 2-ETF Package That Beat The S&P 500 Over 10 Years
• Investing At The Intersection Of Social Justice And Environmental Sustainability
• The Fed To Signal A 'Hawkish Pause' - Implications For Stock Market
• SMHB 2X ETN Shows Yield Chasing Can Be Expensive
• Practical Implications Of The New Regime
• Defying The Odds, ETFMG Alternative Harvest Outperforms Other Cannabis ETFs
• PFFA: Time To Move On As Macro Risks Continue To Grow
• Opportunities Abound: Small Cap Outlook 2023
• iShares MSCI Australia ETF: A Worthy Portfolio Addition
• SPYD: Diversified Dividend Income ETF, 4.1% Forward Yield, Cheap Valuation
• DBB: Bear Market Likely To Resume
• Schwab U.S. Large-Cap Growth ETF: Living Up To Its Name
• MLPX, AMZA: No More Alpha On Mid-Stream O&G
• RFV: An Appealing Value Portfolio With Low Quality As A Disadvantage
• HEWJ: FX-Hedged Japanese Stocks Offer Strong Returns
• KKR Income Opportunities Fund: An Opportunity To Add Income To Your Retirement Portfolio
• BOIL: Upgrade To Neutral; Aggressive Traders May Play A Rebound
• SVXY: Picking Pennies In Front Of A Steamroller
• ACP: Time To Take Some Profits On This 15% Yielding CEF
• BATT: Upgrading This Lithium And Battery Technology ETF
• KBWB: This Is An Environment To Capture Short-Term Wins
• GAB: Despite 15% Price Loss, This High-Yielding CEF Isn't Undervalued
• EFG: International Growth Stocks Are Undervalued
• VT: As Passive As Practically Possible
• Quick Notes: KIO Rights Offering
• DIVB: 3% Yield, Uncertain Growth After Surprising Index Changes
• CEF Weekly Review: Wide Discounts Make Rights Offerings Necessary
• Beating The S&P 500 Is Hard. Here Is How Our ETF Did It
• QCLN: Follow The Money ($1 Trillion+) Into EVs And Green Energy
• JRI: Real Assets At An Attractive Discount
• CWEB: Extreme Bullish Performance Likely To Continue
• BRZU: Requires Caution On Political Risks
• Managing Our Own Pension Fund: First Step - Turn Off The TV
• QQQM: Worthwhile To Switch From QQQ But Growth Investing May Have Peaked
• SCHD: 100 Top Dividend-Growth Stocks, These 3 Worth Considering
• CET: Continuing To Do What It Is Supposed To
• TEI: EM Bond Fund With Poor Performance, But Improving Asset Class Prospects
• Swiss Helvetia Fund: A Pricey Play On A Region Poised For Near-Term Underperformance
• REZ Could Get Hit By Rate Cycles Lasting Longer Than Expected
• 2022 In Review: Portfolio Performance And Holdings
• U.S. Weekly FundFlows Insight Report: Nondomestic Equity ETFs Attract Their Largest Draw Of Net New Money On Record For The Fund Flows Week
• HPI: Long-Term Amortizing NAV And Distributions Suggest Caution Warranted
• EIS: Israeli Equities Offer Strong Returns And Further Upside On Valuation
• PZC: I Would Expect Modest Gains For This California Muni Fund
• EPHE: Philippines Stocks Are Fairly Valued
• SCHD: The Alpha Party Is Over
• JOET: Preventing Momentum Crash Risk With Quality Overlay
• HFND: Interesting Concept But Wait For More Data
• ARKK: The Options Market Does Not Believe This Rally
• NBXG: Discount Deepens Further
• Should You Sell INFL As Inflation Slows Down?
• DMB: Stay Far Away At This Stage Of The Cycle
• ICAP: An Underfollowed 8.17% Yielding Income Fund That Outperformed The Market In 2022
• SCHA Vs. IJR: Schwab's Small-Cap ETF Underperforming The Big Dog
• Sector Ratings For ETFs And Mutual Funds: Q1 2023
• VUG: Closing Short Position For Now
• Building A Passive Bridge Across The Pond
• Franklin FTSE Brazil ETF: A Bumpy Ride Ahead
• PXE: Positioned For Next Phase Of Energy Sector Bull Market
• SCHD: A Base For This 3% Yielding, 3 ETF Portfolio
• Tokyo Electron: Japan's Decision On U.S. Sanctions Can Have A Major Impact On U.S. Semiconductor Equipment Companies
• RING: A Risky Bet Despite High Gold Prices
• The Prospects For The VanEck Oil Services ETF (OIH)
• OMFL: Underfollowed Multi-Factor Alpha-Generating ETF
• RTH: Betting Against Retailers, A Short Selling Strategy
• DFP And HYB: 2 Strong Funds Focused On Paying Sustainable Distributions
• Sir Warren Buffett Doesn't Believe In (Or Practice) Market Timing, You Should!
• CRAK: A Cracking Start To 2023
• FM: Wagons East As The Frontier Beckons
• FFC: Preferred Equity CEF Up More Than 10% YTD
• KMF: Expensive Way To Access Infrastructure Assets
• AZTD Is A+ On Diversifying Risk
• DLN: A Diversified Large-Cap ETF Generating Strong Returns Over The Long Run
• XLC ETF: Performing Better Than The Nasdaq And The S&P 500
• RYLD And Other Covered Call ETFs Outperformed In 2022, What About 2023?
• JEPI Vs. SCHD: Which Dividend ETF Is The Better Buy
• Charlie Munger Hoarding Cash: 'There's Nothing We Can Stand Buying' - Our Approach
• New Germany Fund: Levered To A More Resilient German Economy
• Juan's Top High Yield ETFs For 2023
• EDV: Expect Major Outperformance Vs. U.S. Stocks
• There Are CEF Premiums To NAV, And Then There Is GUT At 107%
• How To Play Bonds During An Inverted Yield Curve Scenario With iShares 1-3 Year Treasury Bond ETF
• DHY: This 9.8%-Yielding Bond CEF Is A Consistent Outperformer
• VTV: Beware Record Profit Margins
• EFT: This 8.04%-Yielding Debt Fund Is A Winner For Income Investors Today
• SPX: In An Uptrend Since The October Bottom (Technical And Intermarket Analysis)
• ILF: Latin America Equity Index ETF, Double-Digit Dividend Yield, Double-Digit Dividend Growth
• IDRV: Get Exposure To The Future Of Self-Driving Vehicles And EVs
• My Technical Analysis Shortcuts For Long-Term Investors
• DGRO: Dividend Growth At A Fair Price
• DNIF: High-Yielding Diversified Equity CEF Trading At An Attractive Discount
• DGRO: An Average Fund With Pros And Cons
• SOCL: Golden Times Ahead For Social Media Companies
• SPY: The Bear Market Pause Likely Near The End
• The Easy Way To Add Silver Mining Exposure: Buy SIL
• iShares Global Communications ETF: In Vogue
• ETG: This CEF Is Improving And Could Play A Role In An Income Portfolio
• VanEck Vectors Indonesia Index ETF: Key Considerations
• IDEV: Timely ETF For Ongoing Country Rotation
• Rewind 2022: My Investing Journey
• SPY: A Bull Trap Ready To Snap Shut (Technical Analysis)
• The Complexities And Opportunities Of Launching An Interval Fund
• DGRO: Less Of A Reason To Invest In When SCHD Outperforms In Every Aspect
• Now Is A Great Time To Build A Tax-Free Portfolio
• YINN: Bull In China Shop (Technical Analysis)
• Why TQQQ Is Still On My Watchlist Heading Into 2023
• EXG: Some Improvements But Time Will Tell
• Invesco DB Agriculture ETF: Expect 28% Upside In 2023
• BUZZ Investing: Stocks Rally To Start 2023
• JQUA: This Quality-Centered Outperformer Deserves Attention
• CNYA: China's Offer For The Developing World Is Simply Better
• IEO: Energy Index ETF, For Aggressive Oil Bulls
• RNP: A Monthly 7.4% Distribution Rate, Return Of Capital Likely
• The Dow Jones Dividend 100 Indices Part 2: Strong Fundamentals And The Benefits Of Diversification
• FLTR: A Great Way To Earn 5.35% This Year Without Headaches
• GLO And PGP: The Results
• HYDB: Optimistically Backing High-Yield Corporate Bonds
• VB: Small Caps Breaking Out Is A Trade Not An Investment
• TDV: Tech Dividend Aristocrats Now On Hold
• Sell TLT Before Yield Curve Flattens
• OFS Credit Company Compared To Two CLO CEF Peers: OXLC And ECC
• Stars Aligning For GAMCO Global Gold, Natural Resources & Income Trust
• VXX And SPY: A Frightening Lull In VIX And How To Play It
• PFF Vs. PFXF: Avoiding Financials Has Worked
• FDN: This Internet ETF Stalwart Is Finally A Buy
• HFRO: The Fund May Have A Conflict Of Interest But There Is A Lot To Like Here
• SLQD: Why We Prefer BILS Here
• HFRO: Real Estate And Floating Rate Strategy With 9% Yield Can Keep Outperforming
• ASHR: If You Like China, Then This Is A Fund For You
• Buy TQQQ For 2023's Coming Bull Market (Technical Analysis)
• EWY: Falling Free Cash Flows Are A Red Flag
• EWY: Long Exposure To South Korea's Technology-Focused Economy
• Contrarian Trade - Everyone Remains Bearish
• IEFA: Heavy EU Exposure May Be A Drag
• VHT: You Won't Get Defensive Healthcare Exposure Here
• EWG: Subpar Returns To Follow Strong Rally
• Will Markets Return To Normal In 2023?
• My Investment Picks For Retirees In 2023
• PFN: A Solid Bond Fund For Income-Hungry Investors
• ACWI: Global Equities Are Undervalued In 2023
• FLOT: Floating Rate ETF Checks Many Boxes, But Rated Hold For Now
• FMAT: Materials Stocks Could Bounce Into A New Business Cycle
• DBC: Simple Commodity Index ETF, Subpar Long-Term Investment
• PSCT: Lofty Multiples, Fragile Margins Make This ETF Unattractive
• Refinitiv Lipper U.S. Mutual Funds And ETPs Q4 2022 Snapshot: Conventional Fund And ETP Assets Under Management Rose In Q4 By A Combined $1.555 Trillion
• XLG: Why 50 Stocks Is Too Few
• RWR: Generates Decent And Sustainable Yield, Steady Returns In The Long Run
• UTF: This 7.49%-Yielding Infrastructure CEF Is A Solid Buy Today
• CLOU: A Solid Cloud Computing Recovery ETF
• Strategic Allocation And Market Timing Update - January 20, 2023
• CHY: Looking Expensive, Consider Alternatives For The Time Being
• AXS Astoria Inflation Sensitive ETF Deserves A Place In The Sun Next To INFL And RLY
• EWS: Lion City Roaring Into 2023
• FLOT: 5% Yielding Floating Rate Fund, Appropriate For 2023
• KSA: A Risk Worth Taking Given Saudi Arabia's Economic Transformation
• QQQ: Rising From The Ashes
• Michael Burry: The Passive Bubble Is Deflating
• Healthcare Outlook 2023
• XEI:CA No Options, No Leverage, Just High Yield
• ARKX: Bears Are Still In Control
• 4 ETFs With Strong Momentum
• IRBO: Current Price Offers A Great Entry Point To Gain Exposure To AI And Robotics
• TBIL: No Longer An Embarrassing Investment To Own. Buy Rating
• Sizing The Income Bucket
• New Buyback Tax May Impact Stock Returns
• EPU: Peruvian Equities Offer High Long-Term Returns
• DIVO: Blue-Chip Portfolio Yielding 4.8%
• DEM: Double-Digit Real Annual Returns Expected
• SCHD Is My Default Buy At Current Levels
• MDA Breakout Stocks Week 4 - January 2023: High-Frequency Gainers To Give You An Edge
• MINT: Simple Cash-Replacement ETF, 5.4% Yield To Maturity
• KARS: EVs Are Accelerating
• BUL: Otherwise Brilliant FCF Strategy, A Couple Of Drawbacks
• RINF: 3 Reasons Inflation Could Be Higher For Longer
• CIBR: Enterprises Are Not Prioritizing Cybersecurity
• My 2022 Investment Results: I Hope Never To See Another Such Year
• 5 Best CEFs To Buy This Month (January 2023)
• An Investor Roadmap For 2023 U.S. Debt Ceiling Crisis
• FDIS: Consumer Discretionary Dashboard For January
• RYE: Reasons I Added This Energy ETF To My Portfolio
• China Fund: Gain Exposure To The China Recovery At A Wider Than Usual Discount
• DJIA: Superb Bear Market Option For Income Investors
• CEF Weekly Review: Key CEF Lessons Of 2022
• CIBR ETF: Falling Short On Pure-Play Cybersecurity Exposure
• SMH And SOXS ETF: Using The IT-Semis Correlation For Investing And Trading
• Quick Thoughts: How To Avoid Making A Unicorn Skeleton
• The Dow Jones Dividend 100 Indices Part 1: A Focus On Dividend Sustainability And Quality
• XOP: Buying Into This Upmove
• RTH: Consecutive Weak Retail Sales Point To Downside
• EWZ: The Stuff Major Lows Are Made Of
• NSL: This CEF's Discount Is About To Narrow
• UNG: Expect 'Lower For Longer' Natural Gas As Europe Avoids 'Cold Winter'
• KBWY: Despite Strong Yield, Focus On Small-Cap REITs Makes It Unattractive
• HTD: Portfolio Mix Helped This Fund Through 2022
• EUFN ETF: Key Themes
• PDI: What Investors Should Know About Its Sensitivity To Interest Rates
• Value Stocks Are Not Created Equal
• INDS ETF: The Conditions Look Appealing
• DRLL: Unclear What The Differentiating Factor Is; Stick With XLE
• SLQD Is Best Avoided While The Debt Ceiling Issue Goes On
• BNO: Risks Are Skewed To The Upside
• JEPI: My Top High-Yield Income Pick For 2023
• Introducing My 2023 Income Compounder Portfolio
• PIMCO Muni CEFs (Finally) Re-Rate For The New Environment
• TACK: A Sector Momentum Strategy That Manages Risk
• BDRY: All Set To Ship Out If It Doesn't Sink First
• SLX: Steel Tailwinds Galore
• Conventional Funds (Including VAs) Hit By $1.2 Trillion In Redemptions, While ETFs Attract $597.5 Billion For 2022
• 2023 Outlook For Equities
• IDU: Utilities Dashboard For January
• U.S. Weekly FundFlows Insight Report: International And Corporate Debt Funds Return To The Spotlight
• EWZS: Just Small Enough To Fall Under The Populist Radar
• Bouncing Into The Chinese Year Of The Rabbit
• TLTW: Trading Upside For Premium Income
• FSTA: Consumer Staples Dashboard For January
• DNP: A Golden Utilities CEF, Currently Extremely Overpriced
• VDE: The Easy Gains Are Behind Us
• VXX: A Declining Asset - Only Appropriate For Short-Term Trading
• XLY: Sharp Profit Came Quick, Now Exercise Patience (Rating Downgrade)
• ETY: Valuation Comes Down To A Better Level
• SPY: Brace For Pain But Don't Fear
• AVUV: Systematic Profitability In A Small, Inexpensive Package
• RYLD: This Fund Is Set To Likely Outperform The Major Indexes For Some Time
• ROOF: A High-Yielding, Small-AUM ETF Investing In Most Sought-After REITs
• SPMO: Large Cap Momentum At Its Best
• Tactical Sector Rotation Strategy: Another Record Year In 2022
• SPY Vs. TLT: How Will The Next Market Shock Affect Bonds And Stocks?
• Synthetic Dividends: Great Income, Outstanding Upside
• VFMO Vs. MTUM: Little Followed Momentum ETF Beating Better Known One
• Grayscale Bitcoin Trust: Discount To NAV Closes
• More Volatility Ahead? Buckle Up With Defensive Equities
• GNOM: Healthcare Dashboard For January
• PICK: Short-Term Headwinds But Long-Term Value
• BND Or CDs: Which Is Best As Long Bond Rates Begin Dropping?
• XLY: Consumer Discretionary Ready To Fly
• How To Hedge The S&P (Or Your Portfolio)
• EMXC: Emerging Markets Ex China ETF, Cheap Valuation, Lower Risk
• AWP: Yield Chasing And The 120% Underperformance Vs. VNQ
• Checking In On CIK, A Monthly Pay 10% Yielding Fund
• Value Shows Stamina In Painful Year For U.S. Stocks
• IAF: 10% Yield From A Leading Australian Equities CEF
• Evaluating CEFs: CLM After Distribution Reduction Still Has Weak Coverage
• JJN: Nickel Is A Critical Metal In Coming Energy Transition
• ETF Trends To Watch In 2023: Active Munis, Global Appeal, And Dividend Funds
• Global ETF Market Facts: 3 Things To Know From Q4 2022
• EUFN ETF: Monetizing Higher European Interest Rates
• IWM: A Move Higher Is Coming Soon
• Vive La Eurozone
• BKF: This Fund Is No Longer The BRIC We Once Loved
• The Key To The S&P 500 ESG Index's Outperformance: Avoiding The 'Worst'
• Mid-Cap ETFs' Moment
• DCF: When Term Funds Get Lucky
• Global Islamic Indices Declined Over 20% YTD, Underperforming Conventional Benchmarks In 2022
• JEPQ: New Income Fund From JPMorgan, But Is It As Good As JEPI?
• FIDU: Industrials Dashboard For January
• GNOM: Get Exposure To The Latest Genomics And Biotechnology Companies
• EWW: Surprising 2022 Winner, Mexican Stocks Can Keep Going
• Covered Call CEFs: Like Stocks But With Less Risk?
• QDIV: This ETF Separates The Wheat From The Chaff
• DGRS: Comes Up Short On Size, Quality And Growth
• PTA: Deep Discount On This Preferred Fund
• FXY: Markets Seem To Have Expected Dovishness
• VHT: 2 Megatrends In Healthcare
• CHI: Convertibles CEF Paying More Than It Earns
• New Buyback Tax Expected To Hit Preferred Stocks
• SPTL: Bear Market Bond Rally Will Soon Turn Over
• PTF: Technology Dashboard For January
• IGV: Rebound From Strong Support (Technical Analysis)
• AFC On The Road - Vietnam
• EWJ: The Bank Of Japan Continues Its Wise Dovishness
• PIMCO California Muni CEFs Teach A Lesson On Valuation
• IEF's Duration Is Not Such A Problem, But Watch The Debt Ceiling
• SPYD: Equity Risk Premium Remains Too Low
• BNDD: A Deflationary Fund For Inflationary Times
• PDI Vs. PDO: Which High-Yielder Is Better?
• IYM: Materials Dashboard For January
• Silver Set To Shine In 2023: Don't Miss Out On SIVR's Huge Potential
• ASEA: The Dragon Next Door Keeps This Fund From Delivering On Its Promise
• VFV:CA: Why The S&P 500 Is Not As Diversified As You Think
• BCX: Diversified Commodities CEF, 6.1% Distribution Yield, 12.3% Discount To NAV
• XLP: Consumer Staples Benefits And Outlook
• SCHP: TIPS ETFs May Perform Best In Slowing Inflation / Declining Interest Rate Scenario
• Buy The Impending Shakeout In Gold (Technical Analysis)
• SPY: The Long-Term Case For This Market
• Global X Adaptive U.S. Risk Management ETF (ONOF): December 2022 Report
• DOG: Profit From Declines In The Dow Jones Industrials, Not Just Yet
• EDEN: Danish Equities Are Undervalued
• Style, Size, And Skewness
• 6 Narratives To Keep An Eye On In 2023 While Crypto Recovers
• Next Economy Investing In Agriculture: Solutions Emerge From Understanding Threats. Part II: Farming Equity And Equality
• Ditching The Dollar: A Little Bit Of Chile May Go A Long Way
• RFI: A Sell Setup
• EPI: Bet On Indian Growth
• ETV: A Call Writing Fund For The Current Environment
• DIVO: Finally All Lights Are Green
• ONEY Is A Solid ETF For Large-Cap Quality And Value Exposure
• GDXU: If Gold's Bullish Trend Continues, This Turbocharged ETN Could Continue To Soar (But Be Careful)
• SPY: The 'October Bottom' Thesis
• When The Winds Change
• 2023 May Be A Year Like No Other (Except Maybe For 2022)
• FTRI: A Global Natural Resource Income ETF Yielding 7.88%
• Project $1M: Battered, Not Broken In 2022
• Weekly Closed-End Fund Roundup: January 8, 2023
• JJC: The Copper Bull Case Is Getting Stronger
• TDV: The Underlying Index Looks Unattractive
• Own Dogs Of The S&P To Start 2023
• BWG: Monthly Payer Global Bond CEF, 12.7% Yield
• PSCC: The Small Consumer Staples ETF With Big Returns
• Contextualizing Style Shifts
• UTG: Steady Distribution For The Long-Term Investor
• BWX: As 2 Mega-Trends Reverse, This ETF Finally Deserves A Look
• NPCT: Responsible Investing For Sustainable Long-Term Total Return
• FOF: Fund-Of-Funds Approach To CEFs But Unsustainable Yield
• DocShah's 2022 Portfolio Performance
• AIEQ: Do Machines Beat The Market?
• PHK: Some Good Qualities But Sufficient Reason To Avoid This Fund Today
• BOND: A Strong, Decent-Yielding, Diversified, High-Quality Bond Portfolio
• GCOW: Seeking Cash Flow, Finding Value And Dividend Growth
• Upgrading BLOK To Neutral
• The Boy Who Cried Wolf: Is It Time To Invest In Emerging Markets?
• My Outlook: Nervous Balances - Weekly Blog # 767
• INFL: Will Likely Continue To Benefit From High Inflation
• SPHD Vs. XRLV: Comparing Low-Volatility ETFs
• PTY's Collapse Is Now A High-Yielding Opportunity Exceeding A 10.5% Yield From PIMCO
• U.S. Fund Business Sees A $5.5 Trillion Decline In AUM For 2022 - The Lion's Share Attributed To Market Performance, Not Outflows
• IGF: Playing Defense With Global Infrastructure
• UTG: I'm Buying This Monthly Paying Utilities Fund
• ACV: High Yield From Convertible Bonds
• Beware The VIX: Markets Likely Topped Out For Now, SPY Could Head Lower
• My 2023 Picks For My Portfolio
• FHLC: Because A Healthy Investor Holds Health Care Stocks
• DTD: Sell The WisdomTree Dividend ETF And Buy SCHD
• Managing A Portfolio Using The Sector BPI Investing Model
• 3 Reasons SPHY Is One Of The Best Long-Term High-Yield Corporate Bond ETFs
• USO: Oil Outlook Turns Bullish
• USA: 9% Yield, Growth, And Value Vs. ASG 8% Yield Growth Fund
• ECC: Chasing A Double-Digit Yield Paid Monthly
• DGS: A 5% Yield With 2 Red Flags
• Fed's Gambit: Inflation-Fighting To Recession-Fighting?
• Emerging Markets - Better Times Appear Ahead
• Tradeweb Exchange-Traded Funds Update - December 2022
• I'll Avoid These Sectors In 2023
• Looking Back At Equity Factors In Q4 With WisdomTree
• 4 Closed-End Fund Buys In The Month Of December 2022
• TBX Was Profitable In 2022, Now It Is A Sell
• SOXL: A Risky Way To Play The Semi Rebound
• GUSH: Leveraged Exposure To Oil's Upside
• Global X Uranium ETF: The Future Of Energy Might Be Nuclear
• UTSL: An ETF To Avoid
• AAXJ: When The Clouds Part, This Could Be A Fund To Really Get Behind
• CEF Weekly Review: Distribution Cuts Pick Up Where 2022 Left Off
• REGL: A Dividend Growth ETF Beating Its Peers In 2022
• U.S. Weekly FundFlows Insight Report: ETF And Mutual Fund Investors Pad The Coffers Of Taxable And Tax-Exempt Bond Funds For The Fund Flows Week
• TIP: The Great Monetary Reversal Has Begun
• RINF: A Direct Bet On Inflation
• DIG - Moving From Sell To Hold On This Oil And Gas Fund
• NDP: Outperforming Oil And Gas Equity CEF Deserves A Closer Look
• PPH Might Be Too Safe For A Recovering Market
• The Vanguard Financials ETF: Timely Or Time Up?
• AIO: Its Differences Make A Difference
• GLQ: High-Yielding CEF Benefitting From Russia's Invasion Of Ukraine
• PPA: Increased Defense Spending In Response To Ukraine War Is Supportive
• ERH: Some Concerns About The Distribution But Otherwise A Good CEF
• HAP: It's Hard Not To Like This Fund
• Hoping For A Roaring Bull Run? Think Again!
• Hedging With Single Inverse ETFs Part II: An Example Of Tactical Strategy For Downside Protection
• THW: Unsustainable Distribution; I Prefer THQ
• Greeks For Peaks: Why GREK Is Your Next Gem
• Direxion Daily Financial Bull 3x Shares: Keep Eye On Yield Curve
• IIM Vs. NUV: Invesco And Nuveen Value Municipal CEFs Compared
• My 5 Biggest Investing Lessons From 2022
• GLQ: Latest Distribution Cut Highlights A Deeper Hole
• CGDV: Examining The Active Dividend Strategy
• Small-Cap Industrials, Large Onshoring Opportunities
• 5 Stages Of Profitability And Where The Current Opportunities Are
• SCHV: Value Funds Continue To Have A Bright Future
• Oxford Lane Capital: A Tale Of Two Yields
• HYG: 3 Reasons To Prefer High Yield Bonds In 2023
• ITOT Vs. VTI: Since 2015 Very Similar, But VTI Still Ahead
• VSDA: Dividend Growth ETF Beating Its Peers
• ERC: Global Fixed Income CEF Plodding Along
• BLOK: Only For The Brave
• IWM: A Big Move Is Coming In Small Caps
• SLV: Taking Some Profit As Headwinds Mount
• BLOK: Exposure Beyond Crypto Balances Risk
• HGLB: High-Yielding Global Balanced CEF Beating The Broader Market
• VNQ: Social And Technological Changes Are Making Many REITs Obsolete
• SCHM: A Mid-Cap Misstep Or Hidden Opportunity?
• 22 Things I Learned About Investing In 2022 (Part 1)
• BCV: Signs Of Stabilizing With An Attractive Discount
• Time To Dive Deep Into Value
• IBB: A History Of Outperformance During Recessions
• HDGE: A Niche ETF We'd Like To Like, But Don't Right Now
• SCHH: Bottom-Feeding With Real Estate
• IGA: Returns Of This Strong-Yielding Global Equity CEF Seem Sustainable
• SMID Moat Index Starts Strong
• DVY: U.S. Dividend Equity Index ETF With 3.3% Yield, Cheap Valuation, Strong Performance
• DAX: Strong Momentum, But Is It Sustainable?
• OILK: Dampened Demand And Expanding Supply
• FEZ: Take Advantage Of Cheap FX Rate And High Asset Concentration
• Is The January Effect Real?
• Morgan Stanley India Investment Fund: Fundamentals Are In Solid Shape
• Moat Stocks Outperformed In Volatile 2022
• Invesco KBW Bank ETF: Not Perfect, But Better Positioned Than Most Other Sectors
• Style Chicken Or Sectoral Egg?
• PXJ: A Fund That Is Gushing With Potential For Dynamic Growth
• VRP: Preferred Stocks May Be Better Than Corporate And Junk Bonds
• Healthcare Stocks: An Innovative Antidote For Volatile Times
• Market Trends: Large Cap Equity
• Which ETFs Actually Deliver The Small-Cap Value Premium?
• FDRR: Designed For Inflation And Still Unconvincing
• Checking In On NMAI, An 11% Yielding CEF
• GDX: Don't Get Greedy
• UNG: Natural Gas Is A Wild And Dangerous Ride
• NRO: Real Estate Makes Sense But This CEF Has Some Serious Flaws
• Falling Rent Is Cooling Inflation Making VGLT A Buy
• Reducing Discounts On Closed-End Funds
• BGB: A Declining NAV Fund
• Is The 60/40 Portfolio A Thing Of The Past? Not So Fast...
• EOI: A Strong Choice For A Covered Call Fund
• QYLD: Sell The NDX And Buy This Income Machine
• Looking For Risk-On Signals
• Buy CALF: It's Moo-Ving In The Right Direction
• BCD: With An Eye Toward The Future, The Fund Looks Hazy
• DNL: Global Dividend ETF Expecting Earnings Growth
• Q4 2022 Option Activity Results
• XLE Vs. IYE: Which Is The Better U.S. Oil And Gas Bet
• KGRN: High Risk, High Reward, Just Like The Green Energy Sector And China
• Swap Opportunity In Cohen & Steers REIT CEFs: Sell RNP And Buy RLTY
• No Meaningful Difference Between ESGU And SPY
• SYLD: Strong Shareholder Yield ETF, Cheap Valuation, Market-Beating Returns
• Uncover Big Opportunities In Smaller Companies
• Rebalancing To Improve Profits And Reduce Risk
• EWZ: Higher Prices May Be Coming
• THQ: High-Yielding Fund Based On Defensive Healthcare Sector
• VLT: Small Junk Bond CEF That Should Be Avoided
• SCHH: Generating Steady Long-Term Returns, Investing In The Right REITs
• Avoid SPDV: The High Dividend ETF With Low Rewards
• JFR: The Thesis Is Holding True For This 10%-Yielding CEF
• Weekly Closed-End Fund Roundup: PIMCO Muni CEF Distribution Cuts (January 1, 2023)
• MSOS: Investors Are Redeeming This Cannabis ETF's Shares
• DSL: ~11% Distribution Rate, Fully Covered But Weakening
• PCQ: A Lesson In Managing Distribution Stability Risk
• CNYA: A Boost To China's Economy Should Lift This ETF
• ADRE: Emerging Market Fund Betting High On Technology Driven Companies
• Portfolio Adjustments For A Changing World Reserve Currency Basket
• COM: Dynamically Trading Commodity Markets
• SGOL: A Solid Choice At A Time When Gold Is Getting Some Positive Attention
• Why VYM May Not Be The Best Choice For Your Retirement
• JHI: A Classic Example Of A Return Of Principal Fund
• NOPE: Equity Long/Short Hedge Fund, Dynamic Portfolio
• GUNR: Compelling Commodities Exposure
• Compounders And Dividends: January 2023 Watch List Update
• PSCD: One Major Downside Despite Inexpensiveness And Adequate Quality
• VCIT: Strong Performance So Far, But IG Bonds Are Just Getting Started
• Investing In Green Infrastructure: 7 Themes To Watch Out For
• The RPD Portfolio In 2022: Successful Defense
• COP15: Biodiversity On The Agenda
• Petrobras: A Case Study For Avoiding SOEs In Emerging Markets
• VGT: Dip Buyers Should Wait More For The Right Entry Point
• My Portfolio December And End Of Year Update: Slight Outperformance Despite FX Headwinds
• The $700-A-Month Portfolio Building Strategy For Retirement - January 2023 Update
• SILJ: Seeking Big Returns In Junior Silver Miners
• Large Cap Value, Core, And Growth Funds All Report Outflows
• Betting On A Nasdaq Bottom With TQQQ Puts With Potential 18.6% Yield
• SLYV: Extremely Bullish On Small-Cap Value
• GDXJ: Junior Gold Miners On Shaky Ground
• XLF May Be In For A Decent Year
• IXC: Oil Stocks Face Near-Term Risks But I Remain Long
• AVDV: Best Of Breed Global Small-Cap ETF
• Safety Through Dividends During 2023 Market Volatility
• COPX: Buy On Pending Potential Chinese Stimulus
• FIW: Because The Planet Is Running Out Of Potable Water
• IXJ: Long-Term Buy On Global Healthcare Tailwinds
• RMM: Municipal Bond Fund With A Hybrid Approach
• The 'High-High-Low' Closed-End Fund Report, December 2022
• XLF: Eyeing Price Levels And Seasonal Trends Ahead Of Q4 Earnings Season
• DJD: Who Should Buy This 3.40% Yielding DJIA Dividend ETF
• Equity CEFs: Top Picks For 2023
• NOPE: A Market Pro's Best Ideas, In A Nice Neat ETF Package
• Actively Managed Equity Funds Vs. ETFs: The Conclusion Is Inconclusive
• XLV: Accelerating Through The Slowdown
• Biotech Bonanza: 2023 Biotech Outlook As The Fed Remains Hawkish
• Creating A Mailbox Money Portfolio
• CCD: This Convertible Fund Is Best Avoided, For Now
• PDI Yields 13.76%, And I Am Adding To My Position
• IHIT Vs. BSCN: 2 Invesco Bond Funds That Terminate In 2023
• AIA: East Asian Emerging Market Fund With A High Return Over The Long Run
• VYM: Wait For A Drop
• ARKX: Bet On Drones And Satellites This Decade
• SPDV: Picking High Yield Stocks With Good Cash Flow
• OUSA: Quality, Dividend Growth, And Low Volatility In One Index ETF
• ProShares UltraPro Short Russell2000: To Be Used Sparingly
• RWL's Proclivity For Value Stocks Is A Double-Edged Sword
• ITB: Don't Ignore Positive Surprises In The U.S. Homebuilding
• Wide Moat ETF Rebalance: Intel, BlackRock, Honeywell Demoted; Dominion, Fortinet Added
• PGZ: CMBS CEF, 40% Upside Once It Bottoms
• RFM: Better Valuation, But Not Great Prospects
• USO: Tough Pills For The Oil Bulls To Swallow
• VGT: U.S. Information Technology Stocks Are Probably Fairly Valued
• EDC: One To Consider In 2023
• SPSB: A Great Example Of How To Take A Lot Of Risk And Not Realize It
• TFLO: Now Is The Time, Buy Rating
• PML: Why I Bought This Fund And Some Risks To The Bull Thesis
• EMB: A Big EM Bond Rally Is Coming
• DJD: Value And Dividend Growth In The Dow Jones
• BMEZ: Biotech Fund Generated High Yield Last Year, But Seems Unsustainable
• Another Year Of Alpha For Our Portfolio
• HDV: Always A Good Idea And Certainly Now
• SGOV Will Let Yield Get Away
• XLB: Pending Chinese Stimulus Will Benefit Materials Companies
• BlackRock Science And Technology Trust: Scrambling For Traction
• RVT Vs. RMT: In Pursuit Of Stable Income
• (Non)Predictions For 2023
• U.S. Weekly FundFlows Insight Report: Money Market Funds Open New Year With $57.8 Billion Of Inflows, Largest Total Since May 2021
• ARKQ: No Need To Rush For Your Buys (Technical Analysis)
• SOXX: Selloff Overdone, Time To Load The Boat
• QQEW: May Be Poised To Finally Get A Win Versus QQQ
• HIO: Unleveraged Fund With A Leveraged Performance
• The C/C Ratio And The Shadow A-A Decision: December 2022 Update
• The S&P 900 Dividend Revenue-Weighted Index: A Standout Performer In A Challenging Year For Equity Markets
• IUSG: Goes Beyond The S&P 500, But That's A Double-Edged Sword
• SCHD: Defensive With A Nice Yield But Investors May Want To Be Selective
• DTH: High Yielding International ETF But SCHD Is Better
• HYGV: Finds Alpha In Junk Bonds, But Still Unattractive
• PIMCO Dynamic Income Fund: Its Moment Has Come
• PCK: A Great Reminder That 'Premiums Matter'
• AIRR: Solid Industrial-Financial Mix, But Value, Quality Require Caution
• PDI: Nearly A Money Tree, I'm Shaking It
• The 2023 Recession Countdown: Delayed Based On December Payrolls Data
• U.S. Equity ETFs: The Best And Worst Of 2022
• SPDN: Either Short The Market Or Hedge Your Portfolio Of Bonds And Gold
• Equity CEFs: Initiating ETB With A Strong Buy
• TECL ETF Is Now Worth A Nibble
• The Month In Closed-End Funds: December 2022
• Where Is TLT ETF Headed In 2023 And Why Inflation Won't Be An Issue
• BANX: Floating Rate Assets Helped This Unique Fund
• GSG: Commodities May Benefit From Dollar Weakness
• VTI: Truly Passive Investing In The U.S. Market
• A Bullish Jobs Report: Strong December Employment, Weaker Hourly Earnings, Yet VV Still Trends Lower
• BMEZ: Exposure To High-Risk High-Return Private Investments
• SPY: The Disconnect Between The Fed And The Market In 2023
• BUG: $20 Buy Point Is Finally Here, But Will It Break Down Even Further?
• ROBO: Dragged Down By Manufacturing, Semiconductors (Technical Analysis)
• ARKK: Tesla Is Cathie Wood's Latest Problem
• TMV: History Unlikely To Repeat
• VTI Vs. VOO: What's Different And Why We Use VTI
• XLU: Headwinds Abound In 2023
• A Surprising Rebalance Season For S&P Style Indexes
• CEFA Insights: Income Opportunities In Global Infrastructure
• Equity Funds Post Their First Quarterly Gain In Four, Climbing 8.77% For Q4 2022
• IHIT: You Could Get An 8% Risk-Free Return Here In 2023
• Baskin Wealth Management Monthly Newsletter - December 2022
• iShares Global Consumer Staples ETF: Pricey, But Conditions Feel Right
• RCS: Still Not The Time, Reiterate Hold
• Commodities In 2022: Comparing The DBC And GSG ETFs, The Outlook For 2023 Favors GSG
• NIE: I Want To Like This Convertible CEF But I'm Not Sure It's Worth The Risk
• IYLD: Shrinking Capital And Income
• CAF: China On Fire
• FDD: This Dividend-Themed ETF Is Not Bad
• ICSH: Ultra Short-Term, Ultra Low Volatility, But Carries Some Risk
• VVR: A Fixed-Income Fund For Rising Rates
• VWO: A Bullish Breakout Is In The Offing
• WKLY: The Weekly Paying Dividend ETF
• This Indicator Roared In 2022. And It Is Starting 2023 The Same Way
• Income Investing Lessons Of 2022
• Forecast 2023 - Likely More Of 2022
• JPST: A Viable Cash Replacement Tool But It Does Have Some Risks
• BND: Well Placed Even As Credit Crunch Risks Rise
• Inverse Jim Cramer Strategy - Q4 2022
• Indexing's Evolution In Indian Markets
• RDVY: High Dividend Growth And Price Volatility
• The Benefits Of Lower Correlations
• BOIL: Boiling It Down, Avoid This Fund
• I Bonds Vs. TIPs: Which High-Yield, Inflation-Protected Security Is Best For 2023?
• 2022 Portfolio Review: +5.3% Total Return
• REM Close To COVID-19 Collapse Levels
• Technology Outlook For 2023
• XRLV: Low-Volatility Portfolio Comes With Superior Quality, Disenchanting Valuation
• Latin America In The Long Term: A Potential Application Of U.S. Equities
• CII: This Diversified Option-Income Fund Deserves Consideration Today
• Sprott Focus Trust: An Incredibly Well-Managed Cyclical Fund
• SPY: A Risky Earnings Season Approaches
• Weekly Closed-End Fund Roundup: December 25, 2022
• The Chemist's Quality Closed-End Fund Report, December 2022
• CIF: Small High Yield CEF From MFS
• ARKG: Despite A Huge Price Loss In 2022, Not The Right Time To Accumulate
• Be A Better Bull: IJR And IJH Are Superior To The S&P 500 And Russell 2000
• How Low Volatility Stocks May Help Investors Manage Market Uncertainty
• FDVV: A Barbell Dividend ETF Yielding 3.44% Worth Waiting For
• Municipal Bond CEFs: Surprise, Surprise, PIMCO Finally Cuts Muni Bond CEF Distributions
• MIN: The High Yield Is A Mirage
• SDS Is Not The Play
• HIPS: This ETF Doesn't Lie In A Favorable Spot Right Now
• XYLD Was The Best Performing Covered Call Fund From Global X In 2022
• NDMO: Remain Disciplined In Early 2023
• Switch From GOF To GUG
• Investment Strategies For 2023
• VOO: One Of The Best S&P 500 ETFs But Far From Truly Passive
• DLS: A Global Small Cap ETF Review
• Rose's Income Garden-12 December Dividend Raises And Green Year End Results
• VOO: Fed Minutes, Manufacturing PMI And Jobs
• IEI: Coming Into Focus, But Not Quite There
• VGLT: Bonds Look Good As Deflation Scare Increasingly Likely
• Equity Outlook: Rebuilding Conviction In Stocks For A Changing World
• Yields Are Near 10-Year Highs Across Much Of The Bond Market
• POTX: Cannabis Stocks Are Not Yet Ready To Get High (Technical Analysis)
• Trade Like Alan Lowenthal: Q4 2022 Update
• Compounders And Dividends: December 2022 Portfolio Update
• Calamos Investment Team Outlooks, January 2023
• My 26-Stock $349k Portfolio Gets A Nice Petrobras Present To End A Very Difficult 2022
• EGF - AAA Fund With Overwritten Swaptions
• December AAII Asset Allocation Survey: Cash Allocations Fall
• SHYG Is Not The Best Middle-Ground
• Unlock Global Profits With Global X Copper Miners ETF
• SJB: A Good Tool To Hedge High Yield CEFs
• Turning The Page To 2023
• XYLD: It Could Be A Great Time To Sell Calls
• ARKG: Market May Ridicule ARK, But You Shouldn't Ignore Their Genomics ETF
• DFP: This Fund Is Looking Better Than In The Past
• You Are Smarter Than Wall Street
• DVY: Potentially Rewarding For 2023 But Questionable Longer Term
• 3 Investment Lessons For 2023
• Preparing Equity Portfolios For A New Investing Era
• GDMA: Style And Strategy Very Promising, But Side Issues Result In Sell Rating
• SPYV: How Microsoft And Amazon Changed The S&P 500 Value Index
• KIE: Higher For Longer
• HYT: Very Attractive Portfolio But Distribution May Be At Risk
• IBHD: An Interesting Fixed Income ETF For This Volatile Environment
• Is There A Bond Conundrum?
• SCHD Could Be The Best Equity Dividend ETF For 2023
• DON: A Mid-Cap ETF Heavy In Financials
• SMMU Vs. MUNI: Comparing PIMCO Active Municipal ETFs
• URTH: Expect Negative Long-Term Real Returns On Global Stocks
• Be A Better Bear: Tactics To Get More Yield For Your Cash
• IAI: Betting On U.S. Capital Markets Activity (Technical Analysis)
• The Zen Ten - My Top Picks For 2023
• 2022 Review - Worst Year To Date, -10% / -34%
• PBP: As With Many Covered Call ETFs, The Sales Pitch Exceeds The Value
• EEA: Europe At A Discount
• HYG: 8.6% Yield Is Worth The Risk
• SCHD: A Great Dividend Growth Pick
• Fishtown Capital Portfolio Heading Into 2023
• BNDX: Still No Investment Case For International Bonds
• Year End Portfolio Review - Value Comes Through In 2022
• ETJ: Equity Collar CEF, Needs Re-Tooling
• iShares MSCI Italy ETF: Nothing To Get Excited About
• Manole Capital: Q4 2022 Investor Newsletter
• VXF Vs. VTWO: Relative Assessment Of U.S. Mid Caps Vs. Small Caps (Technical Analysis)
• IHI Is Just So Expensive
• Investing In A Future That Is Enigmatic And Unknowable: An Income-Compounding Approach
• TGIF: Weekly Dividend, Fixed-Income ETF
• TTT: Unlikely To Repeat Stellar 2022 Performance
• RQI: 100 Big-Yield CEFs, REITs, BDCs, MLPs - These 4 Worth Considering
• SDS: Leveraged ETF Drift Dashboard For January
• Adjusting Portfolio Strategy - A 2023 Update
• SPLG: S&P 500 Dashboard For January
• My Portfolio Is Down 22% In 2022. Here's What I Learned
• VTWO: Don't Buy Smallcaps (Technical Analysis)
• DGRO: It's Alright, I Guess
• SPGP: Growth Estimates A Concern After Last Month's Reconstitution
• EWT: Taiwan Has No Trigger Till Semis Recover (Technical Analysis)
• QQQ: Further Correction On Sector Rotation
• SHV: The Wait Is Finally Over. A Nice Place To Hide, For Now
• My Current View Of The S&P 500 Index: January 2023 Edition (Technical Analysis)
• CCOR Vs. JEPI: Trading Income And Some Return For Much Less Risk
• SCHD: Not Fearful Of A Recession
• SCHD: Where Income Meets Capital Appreciation
• Forensic Value Stock Selections: Highest Positive And Negative Scoring Stocks For January 2023
• Why You Should Expect To Make More Than 5% In 2023
• Top Piotroski-Graham Long-Term Value Portfolio: 2022 Returns +13.1% With New January 2023 Semi-Annual Selections
• GXC And MCHI: COVID Casts Doubt On China Again
• TLT: Ready To Rise From The Ashes In 2023
• Dealmakers Will Be Lucky To Eke Out A 2022 Repeat
• U.S. Weekly FundFlows Insight Report: Heading Into The Holidays Large Cap ETFs Suffer Largest Outflow Of 2022 While Conventional Large Cap Funds Record Largest Inflow Of The Year
• SPY: Bull Or Bear In 2023? The Pain Will End
• PIMCO CEF Update: Coverage Continues To Fall Plus Recapping Our Strategy
• BKCH: Declining With No Respite
• DHS: 3.82% Yield After December Reconstitution, Still A Buy
• SECURE Act 2.0 Moves The Chess Pieces Again
• Reduce Your Volatility By Adding XEQT:CA
• EMF: Trade The China Re-Opening Via This EM Equity CEF
• QMOM: Best-In-Class Momentum, Now 20% Cheaper
• EEM: This ETF Does Not Include Important Underdogs
• COMT: Watching The Commodities From The Sidelines
• 2023 Outlook: China May Reopen But Keep Your Portfolios Closed
• WCLD: Cloud Computing Is Not Recession-Proof
• FTCS: Reassessing Expensive, Quality-Heavy, Growth-Light Equity Mix
• DBMF Deserves A Place In Your Portfolio Next To KMLM
• PFIX: Buy It As A Hedge Against Higher Interest Rates
• A Year In Review: Lessons Learned From 2022
• VDY: O Canada! How Your Dividends Tempt Me So!
• TIPS Funds Vs. A Ladder
• JEPI: The Volatility-Loving Cash Cow
• EXD: Merger Arbitrage Opportunity
• How To Trade Whirlpool Into 2023
• ARKF: A Quantitative Analysis Spells Trouble
• JPI: Highlighting Misconceptions About This 7.9%-Yielding Preferreds Term CEF
• Real Earnings And Real Assets Win In 2022
• IYH: Healthcare Stocks Will Likely Outperform In The New Year
• FLIN: An India-Focused ETF To Consider For 2023
• For The Conservative Investor: An Investment Strategy Justified And Renewed
• Buying Levels In SH Are Positive For The Market But Not The ETF
• IWO: Small-Cap Growth Is Under Pressure (Technical Analysis)
• DGRW: December Reconstitution Makes For An Unhappy New Year
• XLV: Another Breakout Attempt On The Cards Shortly
• FINX: Too Risky; Stay Away (Technical Analysis)
• MBB Gets A Discount For Past Transgressions In The Category
• IWY: Don't Chase Growth (Technical Analysis)
• ERTH: Holding Up Well Despite Tesla Tanking
• Vanguard Dividend Appreciation ETF May Not Be Good Enough
• IWY Is A General Bet On An Increasingly Likely Fed Pivot
• My Investment Plan For 2023
• Nuveen Variable Rate Preferred & Income Fund: Its First Year Was Bad
• Compounders And Dividends: 2023 Portfolio Goals
• Can You 'Time The Market'? - A Review Of Two Quantitative Methods
• PDO: Compound The 12% Yield For Possible Wealth Creation
• How To Beat The Market With 2022's Inflation-Resistant Portfolio - Inspired By Aswath Damodaran
• BGY: International Stocks, 8% Yield
• IVW: Sell The Bad Slice Of The S&P 500
• VPL: Pacific Equities May Be Bottoming Out
• SPHY: Final Call To Catch Peak Yields
• DBB: Recession And Inflation Keep Industrial Metals In Balance
• LIT: End-Of-Year Selling Makes Lithium/Battery ETF Attractive
• VSS: Low-Yielding Diversified Small-Cap Fund Investing In Right Markets
• AWF: Global Bond Fund That's Better Than ACP
• VLUE: Why Deep-Value Tech Doesn't Work
• PHD: Leverage Rising Interest Rates With This High-Yield Floating-Rate Fund
• MJ: Pot Stocks Rejected On The Chart, Still Few Valuation Reasons To Be Long
• MTUM: Momentum, But Somewhat Slow
• IBTD: Not Very Useful For A Retail Investor
• JRI: Real Assets Can Protect Against Inflation, But Watch The NAV Closely
• VLUE: Why I Am More Pessimistic Now
• U.S. Stocks Poised For Positive 2023, So Says History
• HIBL: ARKK In Disguise
• Weekly Closed-End Fund Roundup: VFL Tender Results (December 18, 2022)
• XLY: Consumer Plays Are Very Beaten Down - That Is An Opportunity
• BKLN: Enjoy The Growing Yield While You Wait For A Better Entry Point
• The Stock Market And The U.S. Economy In The Coming Two Weeks
• JETS: U.S. Airlines ETF Holds Well As Winter Storm Wrecks Airlines
• 2023 Strategy For Hedging Value With Commodities Using IVE And USCI ETFs
• IXUS: Keep An Eye On This International Stocks ETF (Technical Analysis)
• SCHY: Good Methodology But Wait For The Right Environment
• PLW: This ETF Should Hit Its Sweet Spot During 2023
• IYJ: Industrials Mixed Signals For Performance And Outlook
• Battle Of The Preferred CEFs: Sell PFD, Buy FLC
• CCOR: Strong Buy Rating, Based On Its Unique Risk-Management Approach
• Sell FEN And Buy FEI
• SPY: Saved By The Fed? Don't Count On It
• DMO: Strong Long-Term Results, But Mixed More Recently
• SCD: Attractive Discount, Unique Portfolio
• TUR: What Awaits The Best Performing 2022 Country ETF
• Places To Park Cash Over The Next While
• 60/40 Portfolio Set To Outperform Over The Next Decade
• Which Of The Stocks In Your Portfolio Will Go To Zero In 2023?
• FFC: Reasonable Investment Thesis But May Be Best To Wait Out Fed Policy
• SPMO: A Factor ETF That Benefits Investors Over SPY
• Investing In The New Cannabis World After A Terrible 2022
• VPL: Generating Returns Through Investing In Developed Markets Of Asia-Pacific
• IGSB: Stale Prospects As Risk Premiums Are Unfavorable
• FXY: Japan Looks Set To Outperform In 2023
• FSD: Could Have Been Great This Year
• VDY: Canadian High Yield ETF Is Overweight Financials/Energy
• GOF: Premium Extends Higher Than Usual, Distribution Coverage Remains Weak
• DMO: Not Your Usual Mortgage Fund, 11% Yield
• PFFA: Leverage Hits Returns Again
• BIZD: Another Solid Year Is Ahead
• What I Learned From My Biggest Losers Of 2022
• URA Vs. URNM: Which Is The Better Uranium ETF?
• The Stock Market Makes The Naughty List
• WilderHill Clean Energy ETF: Renewable Energy Is A Megatrend
• VAMO: A 'Hedge Fund' ETF To Keep Calm In A Bear Market
• Credit Spreads Flash Warning Signals On MORT (Technical Analysis)
• OIH: A Coiled Spring About To Release Accumulated Potential (Technical Analysis)
• COWZ: Sector Concentration Highlights Risks Into 2023
• UGL: Leveraged Gold Could Be A Huge 2023 Winner:
• The Fight To Control Inflation Is Being Undermined By Government Spending
• CEF Weekly Review: Ignore Yield-On-Cost Outside Of Tax Considerations
• EEMS Vs. FEMS: Comparing Small-Cap Emerging Market Equity ETFs
• AMZA: Accumulated Potential About To Burst (Technical Analysis)
• HDEF: High-Yield Dividend ETF With FX Risks In The Mix
• DGRO: An Annual Reconstitution Just In Time For Christmas
• BGR And PEO: Big Oil Investments At Large Discounts
• EWH: Hong Kong Is Finally Opening Up For Business
• COWZ: Relative Strength Remains Soft, A Big Active Bet On Cyclical Stocks
• EHI: Sustainable High-Yielding Globally Diversified Fixed Income Portfolio
• China Innovation ETF (KEJI): Q3 2022 Commentary
• How To Build Wealth: Buy Low And Sell High Consistently
• Emerging Markets Bond ETF (EMBD): Q3 2022 Commentary
• 2022: Separate Myth From Reality To Understand How You Did
• HYMB: Municipal Bond Index ETF, Growing 3.8% Yield
• AOR: After A Rough 2022 For 60/40 And This ETF, Outlook Is No Better
• AOR Fails To Add Value To Its Parts
• SCHB: Low Expense Ratio, But Bigger Costs Weigh This Down
• VPN ETF: Tailwinds And Headwinds
• SPE: Distribution Set To Decline In 2023
• MCHI: Betting On A Chinese Consumer Rebound
• ETW: Discount Widening After Latest Distribution Trim
• The New Strategy Behind PUTW
• BCAT: Best To Watch From The Sidelines For Now
• GHY: Discount Widens, But Distribution Coverage Remains A Concern
• iShares MSCI China Small-Cap ETF: Mixed Conditions
• CDL ETF: A Solid Product For Risk-Off Conditions
• Talk Is Cheap, But Money Talks
• DDF: Don't Panic When The Ticker Disappears
• VEU: An Ex-U.S. Fully Diversified Passive ETF With A Low But Decent Yield
• ARDC: This Fixed Income Fund Trades At A Wide Discount And Yields 10.5%
• DBC: A Way To Play The European Winter (Technical Analysis)
• ARDC: Shrinking NAV And Distributions Over Time
• ESG (In)Efficiency
• BUZZ Investing: Volatility Remains Elevated In Equity Markets
• MGV: Mega Cap Value ETF, Wrap It Up And Put A Bow On Top
• Choose HDV To Ride Out A Possible Recession
• 3 Core U.S. Equity ETFs For 2023
• In Defense Of ESG Integration
• Bitten By The FAANGs? Try My CCLANGs Instead!
• XMMO: Not A Completely Spotless Mid-Cap Momentum ETF
• The Case For DBC In 2023
• SPY: Should You Buy Volatility Here? We Think Yes
• BCX: Profit From 2023's Commodity Supercycle
• 2022 Rebalance Overview: U.S. Core Indexes
• TUR: Don't Let Turkey Fly Under Your Radar (Technical Analysis)
• SPY: Why I Just Bought Put Options Again (Technical Analysis)
• ARKK: Doubling And Tripling Down On A Losing Bet
• SPY: The Equity Risk Premium Says It All
• BDJ: Attractive Strategy For Current Environment
• SPY And QQQ: Sleighin' Or Getting Slayed?
• IDE: Global Infrastructure Fund, 9% Yield
• JPMorgan Diversified Return International Equity ETF: Invest Elsewhere
• SJNK: Short-Term High-Yield Corporate Bond ETF, Growing 5.8% Yield, Low Interest Rate Risk
• Strategies For Growing Income In The New Year
• The Low Budget Dividend Portfolio Year In Review
• ASG: High Distribution Yield From Growth Stocks
• Preparing Portfolios For 2023: Consider The Strong Case For Bonds
• TMF: Upside Into 2023
• VTV: Value Speaks Louder Than The Market
• BIZD: Portfolio Approach To BDC Investing
• KRBN: Strong Carbon Credits ETF, Market-Beating Returns, Asset Diversification
• First Trust Value Line Dividend ETF: Some Attractive Features, But A Sell For Now
• CWB: Convert To Something Else
• EWU: Recent Out-Performance Unlikely To Continue
• Have The Winds Of Change Begun To Blow?
• VFMF: Actively-Managed Deep Value ETF, What Could Go Wrong?
• DEEP: Outstanding And Barely Known Small Cap Value Fund
• VOOG: Vanguard's S&P 500 Growth ETF Is Over-Weight Big Tech
• MCI: Superb Long-Term Returns But Challenging Macro
• XFLT: Coverage Improving, Attractive Monthly Distribution
• PSLV: The Perfect Storm Is Brewing
• OPP: Interesting Fund But Don't Count On That Yield Being Sustainable
• TAIL:  Moving From Sell To Hold After The Drawdown
• FVD: Equal-Weight Dividend ETF With Safety Screening
• ARKW: Just 60% More Downside Before You Are Done
• NFJ: High-Yielding Covered Call CEF Poised For High Growth In Long Term
• RYE: The RSP ETF Of The Energy Sector
• AFT: Deep Discount Persists, As Do The Distribution Boosts
• VTV: Is Value The New Growth?
• XBI: Attractive Value In Diversified Biotech Growth
• Quick Takes: Navigate Inflation Concerns With A Multi-Asset Approach
• PID: Generating Decent Yield And Return Through Investing In Core Sectors
• VDE: Ignore The Recent Weakness In Energy
• A Persistently Hawkish Fed - Which Companies To Avoid
• What Are The Best Value Ratios?
• Global Investing Strategy: Favoring High-Quality Bonds, Real Assets
• Recalibrating Investment Strategies For Climate Risk
• Asset Allocation Strategy: Risk-Off, Yield-On
• Latest Memo From Howard Marks: Sea Change
• VIS: Industrials Dashboard For December
• Are 'Tax-Advantaged' Funds Really Worth The Effort, In A Bear Market?
• If You're Already Betting On China, KWEB Is Your 'Go-To-Guy' In Shanghai
• SARK's Outperformance Can Be Expected To Continue
• Our Christmas Shopping List (And Some 2023 Prognostications)
• Historical Moment For Small Caps
• Dimensions And Insights: 'Gender-Balanced Leadership Delivers More Opportunities'
• 2023 Chief Investment Officer Outlook
• ETF 2022 Year-End Report Card: The Grades Are In
• The Market Risks Created By A Growing Trend In Options
• LTPZ: Long-Dated Linkers Look Good For 2023
• YCS: Less Dovish BOJ May Lead To Stronger Yen
• Why Gardening Can Help You Manage Your Portfolio Better
• STK: Hasn't Really Dampened Volatility This Year
• PCQ: It Looks Like A Sell To Me
• The 'Santa Rally' Calendar Effect Is Overrated
• USA: Are We There Yet? Not Quite
• Silver On Steroids With The AGQ ETF
• VEA: A Near-Term Pullback Likely, But An Attractive Valuation And Relative Price Strength
• Global X MSCI Argentina ETF: Momentum Beyond The Economic Headlines
• RA: High Yield, High Price, Limited Inflation Protection
• Equity CEFs: Got High NAV Yield? Time To Really Swap GGT For CLM Or CRF
• VEA: A Winning Choice For Diversification And Potential Growth
• Escape From Flatland
• PEY: Mediocre Long-Term Performance Vs. Peers
• How I'm Tempering Portfolio Volatility
• 3 Key Types Of Mispricing That Can Produce Outperformance
• Investment Strategy Monthly Insights, December 2022
• DLY: An Attractive Discount With An Attractive Distribution
• iShares MSCI France ETF: Likely To Catch The Blues
• Why EWJ Is The Sumo Wrestler Of ETFs (Technical Analysis)
• The Biggest Risk For Income Investors In 2023
• NLR: The Case For And Against Nuclear Energy
• MPV: MVP Of Middle Market Credit Funds
• FUTY: Utilities Dashboard For December
• EWZ: Keep Buying The Dips
• Weekly Closed-End Fund Roundup: DEX Will Merge With AGD, Tender Next January (December 11, 2022)
• RSP: I'm A Buyer Of Equal-Weight Here
• Vanguard Growth ETF: Questionable Risk Attribution
• MCN: A Diamond In The Rough
• Take Less Risk, Make More Money Over Time
• XLI: Tactical Relative Value Short On Stretched Valuations
• LQD: Investing Preferences Going Into 2023
• VDE: Time To Sell To Avoid Losses
• TTAC: There Is Something To Dislike About This FCF Strategy
• PFFA May Fare Even Worse In 2023 As Credit Spreads Widen On Recession Risk
• IYK: Consumer Staples Dashboard For December
• IJH Vs. VO: Battle Of The Mid-Cap ETFs
• This NUGT Is Not For Your Portfolio
• Invesco Nasdaq Next Gen 100 ETF: New Spin On The Qs
• RNP Vs. VNQ Vs. SCHH: Which REIT Fund Should You Hold?
• Case Study: Portfolios Of Dividend Aristocrat Stocks
• Week In Conflict Leads To Buy List - Weekly Blog # 764
• CRF: Buy, Reinvest, Oversubscribe, Reap The Rewards
• PXI: A Good Moment To Buy This Energy Momentum ETF
• DSTL: A Fundamentals-Focused ETF With An Excellent Track Record
• RNP: Real Estate Is Good Today But This Fund Is Too Expensive
• SCHD: Opportunity Knocks
• Billionaire Investors Are Buying Farmland (And You Should Too)
• FTGC: Prefer DBC For Commodity Exposure
• JPI: Its 2024 Termination Date Exposes Investors To High Interest Rate Risk
• Money Flows Into UAE (Technical Analysis)
• December 16th, 2022 Options Expiration: A Batch Of Trades Expire Worthless
• 'If I Had To Build A Portfolio Today' - Following Up For 2022
• Could Be Nearing Right Time For SPUU
• IJS: Lacking The Small-Cap Value Premium
• Investing In The Collision Of Two Energy Megatrends
• ETB And The Year Of Wild Premium Swings
• KMLM: How To Profit In A Bear Market
• FENY: The Macro Theme For Fidelity's Energy ETF Has Changed
• SDHY: Short Duration Portfolio At A Discount
• JPIN: Global ETF Investing In Low-Risk Value Stocks, Generating Strong Returns
• CEF Weekly Review: The Tricky Trifecta Risk For CEFs
• NTSX: Economic Conditions Have Improved, Making This Leveraged, Balanced Equity/Treasury ETF A Buy
• Palantir Buy Signals - A Dive Inside My Playbook
• IBBQ: Healthcare Dashboard For December
• 4 ETFs For Risk-Averse Short-Term Investors
• Taking Stock: Q1 2023 Equity Market Outlook
• DBA: A Lot To Like, But Rated Hold For Now Based On Neutral ETF Price Trend
• EWC: Your Investments Should Remain South Of The Border
• TDIV: Intriguing Concept But Underperforms Peers
• Amid Recession Fears, Consider The Low-Risk NPP Strategy
• RYLD: Impacts From Milder Volatility Ahead
• USDU: Hawkish Fed Bullish For U.S. Dollar
• VDE: I'm A Buyer On The Recent Energy Pullback
• SOR: The Best Performing 60/40 CEF, Now With A Discount
• DIVO Likely To Outperform In A Recessionary Year
• VAW: Materials Dashboard For December
• BTO: Enhancing Shareholder Value Through Repurchases
• CDC: Did September's Reconstitution Benefit Shareholders?
• Tradeweb Exchange-Traded Funds Update - November 2022
• GSLC: Otherwise Strong Large-Cap Fund, Yet Performance Is Mixed
• GLD: $5,000 Bitcoin Could Be A 2023 Black Swan
• XRT: Are Consumers Tapped Out?
• SRV: Good Portfolio, High Yield, Attractive Valuation
• TYG: Energy Infrastructure At A Discount
• TAN ETF: Solar Likely To Surpass Coal By 2027
• BAB: The Only ETF In The Taxable Municipal Bond Sector
• SPY, SP500: Economy Stinks, Profitability Tanks, S&P 500 Cracks
• OXLC: Continue To Avoid This Fund
• Is The Cycle Turning For Small-Cap Stocks?
• The Biggest Short: Carbon Markets And The Energy Transition
• Introducing The WisdomTree U.S. Quality Growth Fund (QGRW)
• Capital Is Rotating From Growth To Value
• IYW: Technology Dashboard For December
• ITA: Sometimes The Best Offense Is Defense (And Aerospace)
• Conventional Equity Funds Suffer Largest Net Redemptions Since March 2020 In November
• GLV: 70/30 Fund With Leverage, 16% Yield
• BJK: Gaming Getting A Boost From China/Macao Re-Opening Hopes
• PAXS: This PIMCO Fund Is Looking Like A Worthy Buy
• The Case For FXI And Chinese Stocks In 2023
• VCR: Consumer Discretionary Dashboard For December
• PTNQ: Great Concept, But I Can't Un-See Its 2020 Debacle
• DIVO: A Must-Own For Income-Seeking Investors
• EWZ: Textbook Political Risks Add To Uncertainty For Brazil Stocks Into 2023
• SFY: A Responsible Way To Re-Enter Growth Stocks
• RIV: Nice Yield But Questions About Sustainability
• Supply Chain Climate Exposure Risks
• XOP: Sentiment At Depressed Levels
• SPLB: The Worst May Be Over
• RSF: New Name, Same Fund
• WDIV May Lose Out To U.S. Dividend ETFs
• Vanguard Consumer Discretionary ETF: Not Ideal
• Is The Sun Setting On Energy Stocks?
• SPXU: An Option For Hedging Or Short Term Trading
• SPLV: May Have Trouble Following Up On 2022's Strong Relative Performance
• VOO: Powell Is 'A Dreamer - And Not The Only One'
• IBUY, XRT: Retailers Are Out Of Fashion And Out Of Luck
• SPYG Could Be Much Higher By The End Of 2023 And 2024
• Golden For 2023: U.S. Global GO GOLD And Precious Metal Miners ETF
• Tortoise Pipeline & Energy Fund: Better Choices Elsewhere
• ACTV: OK In Concept, But Needs More Transparency To Get Our Vote
• Structural Themes, Not Dreams
• Peak Inflation Arrives. Now What?
• NextEra Energy And VPU: I'll Keep Staying Clear In 2023
• VGI: A Bit Of Everything, A Lot Of Nothing
• VYMI Provides Excellent Dividend Yield And Growth
• PFM: ETF With 5% Annualized Dividend Growth, But Sub-Par Return
• GRX: Lagging Peers, But Discount Is Attractive
• MCN: Good Strategy But Marred By Overdistributing And Expensive Price
• BOTZ: Rise Of The Robots
• VDC Vs. XLP: Picking A Winner In The Consumer Staples Sector
• DIVB: Cheaper Fees, Good Growth, And Excellent Valuation
• Until The Bear Gasps Its Last Breath
• DHY: High Yield But High Return Variability
• Breaking Down The Basics: SDG Investing
• 5 Best CEFs To Buy This Month (December 2022)
• Progyny: Robust Business With Strong Competitive Advantages
• Should You Choose High Yield ETFs Over CEFs? HYLB - A Case Study
• GBAB: Adding Corporates To Taxable Municipals Bond Has Mixed Results
• FXF: Trust The Swiss Bankers To Get It Right
• JPC: Best To Dollar Cost Average In Until Rates Peak
• DBO: Oil Is Gushing, But Price Trend Is Down
• 4 Charts That Could Be The Key To Where This Trading-Range Market Goes
• GRX: Steady Yield And Returns, Portfolio Looks Impressive After Restructuring
• VYMI: Great Addition To A Dividend Portfolio For International Exposure
• PUTW: Covered Call ETF In All But Name
• EVAV: Rough Start, Uncertain Present, But Maybe An Optimistic Future
• US Stocks: Making Sense Of 2023 Earnings Forecasts
• Are Small-Cap Stocks Further Along The Road To Recovery
• VNQI Vs. VNQ: Global REIT Is Too Attractive To Ignore
• 2023 Outlook: Get The Balance Right
• DEX: Potential Tender Offer In The Works
• Chart Of The Week - Bonds Cheap, Stocks Not
• Weekly Closed-End Fund Roundup: Special Distributions Coming Up (December 4, 2022)
• VOE: Mid-Cap ETF Beating The Market In 2022
• PSF: A Solid Income Fund At An Attractive Price
• GLTR: Go For Precious Metals In 2023
• EVG: High Yield Funded Through Return Of Principal
• UTG: Likely Already Bottomed - Buy On Pullbacks
• GBIL: Where To Park Cash To Keep Your Gunpowder Dry And Earn Income
• EWJ Should Benefit From A China Reopening
• Is SPY Tradeable On The Day Of The Federal Reserve Rate Decision?
• 4 Closed-End Fund Buys In The Month Of November 2022
• Hipgnosis Songs: What The Future Holds
• What Does Your 4.0 Profile Tell You? - Weekly Blog # 763
• HYLD: Still Part Of A Risky Market Segment, Despite 2022 Decline
• PFL: This Very High Yielding Bond Fund May Be Worth Buying Today
• VNQ: Investors Anticipate A Less Hawkish Fed (Rating Downgrade)
• URA: Ignore Fusion Headlines, Commercialization Still Years Away
• Tax-Loss Selling: What You Need To Know
• HDIV:CA - Earn 9.5% In Diversified Passive Income
• IEO's Recent Discount Could Be Short-Lived
• SPXU: Good Tool For Portfolio Hedging
• Perspective: The Key To The Market Vault
• SRET Specialty Exposures Wise With Markets Polarised On Rates
• IMCG: Large-Cap Exposure Means Higher Quality, Expensive Valuation
• BIT: This High-Yielding Bond Fund Might Be Worth Considering Today
• HYEM: Emerging Markets High Yield Bond Index ETF, Above-Average 6.6% Yield, Expected Dividend Growth
• Don't Be Tempted By The Old Playbook
• INDA: India Could Supplant China As The World's Growth Engine
• VCV: Common Sense Was Finally Rewarded
• Economic Slack Is Here. Stay Defensive
• VXUS: An Excellent Fund In A Difficult Macroeconomic Environment
• KBA: Chinese Large-Caps Appear Inexpensive
• DIG: Weaker Into Year-End On Recession Fears
• VXUS: International Outperformance Has Much Further To Run
• UCO: Crude Oil Fundamentals Remain Bullish, Buy The Dip
• SPYD: More Yield, More Problems
• IHD: Solid Vehicle For Emerging Market Exposure
• IQDG: Balanced, But Unattractive Dividend Growth ETF
• SPYD, SPHD: Dividend Gives S&P 500 Wings
• NAIL: Timing This ETF Is Key
• VWO And DVYE: Consider Emerging Markets For Your 2023 Portfolio
• DBO: Bearishness Prevails, And Turkey Could Provide A Trading Window
• DIA: Get Ready For The CPI Report Bomb
• RNRG ETF: Unprecedented Momentum For Renewables
• MGC: How To Play The Mega-Caps In 2023
• PDI: Your Next Chance To Add A 13% Yield To Your Passive Income Portfolio
• SLV: Why Silver Is My Favorite Investment For 2023
• SPY: New Downtrend Or Massive Breakout? (Technical Analysis)
• SPIP: Inflation-Linked Bond Rally Just Getting Started
• PAVE: Star Performer In A Low Growth High Inflation Scenario
• FTSM: Solid, But Not A Must-Have In Short-Term Bonds
• FLRN: This Floater ETF Looks Decent, Unless There's A Credit Crisis
• FILL: Global Energy Producers Are Likely Undervalued
• DIA: Technical Weakness Meets Extreme Valuations
• SLV: The Long-Term Bull Market Has Likely Resumed
• PEO: Energy CEF Flying Under The Radar, +31% YTD
• GOF: Top 10 Big-Yield CEFs
• INDY Is A Bet On A Winning India
• ETFs Attract $58.9 Billion In November, While Conventional Funds Hand Back $77.9 Billion
• iShares Russell 1000 Growth: Domestic Focused Growth Not Place To Be In 2023
• DVYE: Steady Yield Generating EM Fund Betting High In The Core Sectors
• Investing In The Last Life Cycles: Can It Stimulate The Brain Function?
• 'High-High-Low' Closed-End Fund Report, November 2022
• XLY: Un-Loved Sectors Bottoming Out - Part 2 (Technical Analysis)
• STK Vs. QYLD: Why I Like QYLD's 15%+ Yield Better
• LVHI: Unconvincing Low Volatility ETF
• SDOW: Revisiting ProShares UltraPro Short Dow30
• MGU: As Predicted, Merger Is Now Approved
• ZTR: More Attractively Priced At A Significant Discount
• SDY: When I'm Unsure What To Buy, I Buy Quality
• Korea Fund: How To Invest In The Korean Stock Market As It's Poised To Rise In 2023
• How To Position Your Portfolio For 2023 If The Soft Landing Narrative Is Right
• Invesco DB Agriculture ETF: Ag Commodities Look Interesting
• GLDM Is Cheap To Maintain, But Could Be Poor Timing
• VYM: A High-Yield Dividend ETF To Own With A Slowing Economy
• CLOI - A Nice 5.8% Yield With Limited Credit Risk
• Building Wealth Through Leveraged ETFs - And Avoiding Ruin On The Way There
• SMDV: One Of The Best Small-Cap ETFs
• CNYA: Jim Chanos Was Right About Chinese Property
• We Recommend Holding On To A HERO
• FNDF: It's A Big Big World With Lots Of Stocks
• GSY: A Perennially Boring ETF With A Shot At Being Exciting
• Invesco Preferred Portfolio ETF: Lower Price, Higher Yield
• ISTB: A Short-Term Bond ETF That Takes Unnecessary Risks
• Central And Eastern Europe Fund: Making A Concentrated Bet On Poland And Hungary
• RAAX: We Are Not Fans Of This ETF Of ETFs
• Grayscale Ethereum Trust: Risks Are Overblown, But Very Real
• CEF Weekly Review: Factors Behind Higher CEF Yields This Year
• VYM Vs. IDV: IDV's Valuation Discount Is Too Large To Ignore
• VOT: Simple Mid-Cap Growth ETF, Strong Growth Prospects, Reasonable Valuation
• FDV: Can This New High-Dividend ETF Survive?
• SLV: Why I Like Silver Into Early 2023
• Equity CEFs: Best Opportunity To Own The Eaton Vance CEFs All Year
• DNP: Excellent Income Fund But Best To Sit On The Sidelines
• iShares Cybersecurity And Tech ETF: Secular Tailwinds And Short-Term Risks
• REET: Diversified REIT Fund Investing In Growing Real Estate Segments
• XLK: Un-Loved Sectors Bottoming Out - Part 1 (Technical Analysis)
• RQI: A High-Quality Real Estate CEF To Protect Against Inflation
• BBN Vs. NBB: Comparing Taxable CEFs From Different Managers
• U.S. Weekly FundFlows Insight Report: Investors Sour On Equity ETFs And Mutual Funds For The Fund Flows Week
• BIV: Very Popular, But Watch Out For Those BBBs
• IHAK Is Non-Discretionary And Valued Like Infrastructure
• FGD: Global ETF Growing Dividends, But Losing Value
• EDI: Unsupported 17% Yield From This EM CEF
• HYGW: Double-Digit Forward Yields, Long-Term Capital Depletion
• Vanguard High Dividend Yield ETF Can Serve Many Dividend Growth Investors
• GOF: More Positives Than Negatives
• USRT: Specialty REIT Exposures Insulated From Residential Issues
• JAAA - AAA Risk, 5% Yield
• PMX: The Value Play Has Evaporated
• MOO: Agribusiness Should Continue To Produce Rewards In 2023
• ARKK: No End Of Pain In Sight
• RDIV: 4% Dividend Yield, At Least For Now
• 2023 Equity Outlook: Focus On Quality For Success In Equities
• Moat Investing: Strong Performance Across The Board
• HYG, JNK: Not All Bonds Are Born Equal, But Spreads Tend To Play In A Sequel
• GLD: Here Is How To Play Gold In 2023
• SPXL: Ultra Leveraged Bet On S&P 500 Upside
• GOF: Good Bond Fund But Ridiculously Expensive
• When Inflation Is High, Investors Focus On High Pricing Power Equities
• UVXY: Risks Outweigh Return
• Equity CEFs: What's Going On With Tekla's HQH And HQL?
• Will Big Pharma Stocks Stronghold Endure In 2023, Or Is It Time To Sell?
• GOVZ: For The First Time In This Young ETF's Life, It Looks Appealing
• TQQQ And XBI: Boosters For My 2023 Growth
• SCO: The Window Of Opportunity Has Probably Elapsed
• Deep Thoughts For Passive Investors
• iShares U.S. Real Estate ETF: Canaries In The Coalmine?
• IOO: We're Thinking A Soft Landing
• CEN: This MLP CEF Makes A Lot Of Sense Today
• PNQI: Neither Value Nor Quality Is Attractive Enough
• VGK: Wage-Price Spiral A Serious Risk For Europe
• CNBS: Likely To Be Swallowed Up Like So Many Munchies
• What 2022 Taught Us About Equity Market Sectors
• MDIV: 6.5% Yield ETF With Red Flags
• The Month In Closed-End Funds: November 2022
• SCHO: Close The Portholes, The Storm Is Coming
• My Portfolio November Update: 5 Buys, 1 Sell
• Templeton Dragon Fund: Time To Take Some Profits
• Buy XLE - Oil Prices Set To Gain In 2023
• SPFF: This 7% Yield ETF Has Lost Over 30% In Price And Distribution Since 2012
• FAX: Investing In Low Risk Fixed Income Securities In The Right Markets
• Global X SuperDividend ETF: Compelling 12.4% Yield With Positive Tailwinds
• Exploring A Framework For Building Systematic Investment Strategies - Part 1
• USMV: The Low-Volatility Factor Is Too Costly Today
• 4 Contrarian Ideas To Wrap Up 2022
• BST: Catch This Tech CEF's 10% Yield While You Can
• BKT: A Bond Fund With An 8% Yield And Attractive Valuation
• IEZ Is Now Overextended
• ISD: Good Choice For Junk Bond Fund
• PCN: Good Bond Fund But Bad Value
• JEPI Outperforming Popular S&P 500 Option Writing Fund XYLG
• Portfolio Strategy Changes Since Launching The Adaptive Momentum Investing
• Buy Bonds, Sell Stocks
• FCPI: Equity Inflation Hedge Expected To Keep Outperforming
• VTI: Monetary Policy Miscalculation Remains A Risk For 2023
• PDI: More Patience Required
• GLTR: The Shine Is Off This Fund
• How We Beat The S&P 500 By 25% Year To Date With Dividend Stocks
• SLVP: Silver Mining Companies Are Likely Overvalued
• DBE: Energy Prices Likely To Start Leading Market Down
• ISD: Conservative HY Bond CEF, 10% Yield
• SHY: Record Yield Curve Inversion Suggests Interest Rates Are Peaking
• IHF: The Best Health Care ETF Money Can Buy?
• iShares Latin America 40 ETF: Right Region, Not The Best Vehicle
• IGV: Software Is Dead, Long Live Software
• Is TARK ETF A Good Choice For New Investors? A Tale Of SARK, ARKK, And TARK
• DBL: Slight Premium Despite Volatility, Another Potential Option
• RFI: This High-Yielding CEF Is Beating The Index
• ACP: High Yield From International Sources
• IEUR Shows European Discount, But It's There For A Reason
• ADX: Large-Cap Diversified Equity Fund With A Committed 6% Distribution
• I Quant My Money Back!
• Small Cap Value ETFs: IJS Is Lagging AVUV In 2022
• Next Economy Investing In Agriculture - Solutions Emerge From Understanding Threats. Part I: Water Scarcity
• FXN: Top Of The Market Or Just Getting Rolling?
• QVAL: This Value ETF Has A Few Surprises
• BIL: 3 Ways To Calculate And Analyze A Bond Fund's Yield
• FRDM: An Ambitious ETF With Some Kinks To Work Out
• DSL: This Fixed-Income Fund Has A Lot To Like, But Will Be Pressured In The Short Term
• Monthly Newsletter - November 2022
• JPS: Solid 7.27% Yielder, But Rising Rates Will Hinder Performance
• S&P ESG High Yield Dividend Aristocrats Index - Adding A Layer Of Sustainability Via ESG Screening
• XYLD: Underperformance Persists
• Some Alternative Investments Are More Alternative Than Others
• KRBN: An Alternative Way To Profit From Decarbonization
• GIM: Suitable CEF For Peak Dollar, Peak Rates Views
• BUI: Patience Paid Off
• Quality Closed-End Fund Report, November 2022
• PFF: Preferred Stocks Could Suffer Worse Declines In 2023 As Banking Risks Mount
• CCRV - Commodity Curve Carry Strategy
• GLV: High Risk, High Return Potential, High Price
• UUP And UDN As The Dollar Index Approaches Technical Support
• KRE: Regional Banks Give Up YoY Relative Gains, Shares Hover At Support
• CSQ: Attractive Yield, Not Such An Attractive Entry Level
• 5 Years: Is It A Benchmark For Well-Diversified Portfolios?
• 2023: More (Buying) Bonds, Less (Attention To) Stocks
• KBE ETF: The Banking Theme Isn't Playing Out As Expected
• FEO: Liquidation Approaches
• VTI ETF Forecast For 2023: What To Watch For
• A New Playbook For A New Regime
• QQQ: Outperformance Could Be Around The Corner - Don't Give Up Now
• TBF: This Bond Bear's Best Friend Has Likely Run Its Course For Now
• Market-Maker Hedging Foretells Coming DJ Price Gains Over Declines
• The $5 Trillion Fund Favorites: Do The Opposite
• JRO: Floating Rate Loan Fund Offers Income Opportunity
• Direxion Daily Small Cap Bull 3x Shares ETF: Don't Do Like Sam
• RHS: A Smart Beta Defensive Play
• Pair Trade: Buy Oil (USO), Short Oil Stocks (XLE)
• VIOV: An Average Small Cap Value ETF
• Portfolio Management Using Bullish Percent Sector Cycles
• FTF: Discount Remaining Wide
• The United States Natural Gas ETF: Seasonality Suggests Patience Is Required
• RWJ: An Undervalued Small-Cap, Revenue-Weighted Fund
• EDF: Say 'No' To This 16% Dividend Yield
• SPY: The Damage Has Been Done
• BGX: Unsustainable Distribution Rate
• OUSA: A High-Priced Dividend ETF That Fails To Stand Out
• SOXX: 2023 Is The Time To Step Up From QQQ
• IWD: Old-School Value ETF Floating Well In Bad Weather
• IAK: Insurance Stocks Close At A Fresh Weekly All-Time High, Valuation Still Reasonable
• BTZ: Getting To A Better Valuation For This Multi-Sector Bond Fund
• UVXY: Profiting From Ultra-High Decay
• ECF: Attractively Valued Convertible Exposure
• DEX: Shareholder Revolt With Constructive Outcome
• XIU: The World's Oldest ETF Is Still A Buy
• The Retiree's Dividend Portfolio - John's October Update: Deployed Cash Results In Favorable Gains
• GOVT Looks A Bit Cheap
• EUO: Important Catalysts Coming Up
• PCM: Back To Being Extremely Expensive
• Invest In Wide-Moat U.S. Equities With MOAT
• BETZ: Odds Are This Fund Will Do Well
• QQXT: An Ex-Tech QQQ? Not So Fast
• CEF Weekly Review: Will Term CEFs Return Their Target NAVs?
• IUSV: A Value ETF Outperforming The Market
• DGRW: Clever Marketing But Not Recommended
• AGD: One Down, One More To Go
• VNM: Vietnam's GDP Forecasts At Risk
• FXE: Approaching Multi-Year Downtrend, Caution Warranted
• IBB: Shares Breaking Out With A Still-Reasonable Valuation
• Compounders And Dividends: November 2022 Portfolio Update
• IYF: How Financials Are Dealing With Rate Hikes
• XLE: Don't Hang On Any Longer Here
• BBH: Portfolio Of Large-Cap Biotechnology Stocks Has Delivered Strong Returns
• ESGV: ESG May Be Harmful For Your Wealth
• PDT: Good CEF But Still Has A Premium Price
• Vanguard ESG U.S. Stock ETF: Limited Incentive To Get On Board
• PMF: PIMCO Muni Bond CEF Giving Nuveen A Challenge
• U.S. Weekly FundFlows Insight Report: Exchange-Traded Equity Funds Report First Weekly Outflow In Over 2 Months
• Still Might Be Early For TLH
• VCSH: Reasonable Short-Term Corporate Bond ETF, But Better Choices Out There
• PFFA: High Yield But Not Safe From A Weakening Economy
• 2023 Multi-Asset Outlook: It's Not Just Equity Vs. Fixed Income
• PCF: A Unique CEF That Presents An Opportunity If It Can Maintain Its Distribution
• SPXS Decay Has Worsened In November
• IVV: S&P 500 Dashboard For December
• BHK: Sometimes Waiting On The Sidelines Is Best
• November AAII Asset Allocation Survey: Cash Allocations Remain High
• Safe Havens For A Volatile 2023: Precious Metals, High Yielding Equities, And Cash
• USAI: Investing In America's Energy Infrastructure
• PHT: A 10%+ Yield At A Huge Discount
• Platinum And The PPLT ETF- The Disappointing Metal That Remains A Candidate For Significant Appreciation
• XLRE, IYR: Housing Market, Real Estate Sector In A Freefall
• INDA: India Set To Become The World's Third-Largest Economy
• ECAT: ESG-Focused Asset Allocation Fund
• iShares 2023 Year-Ahead Investor Guide
• 3 Ways To Avoid Selling Early
• BME: Steady Distributions From This Healthcare Fund
• Noah Holdings Lowers Profit Forecast Amid Market Turmoil, Pandemic Lockdowns
• 5 Characteristics To Look For When Building Your Investment Portfolio
• 3 Core Lessons Every Investor Needs To Know
• PIMCO CEF Update: Net Income Trends Lower In Shareholder Reports
• My Current View Of The S&P 500 Index: December 2022 Edition
• My 24-Stock $353K Portfolio Suffers A Crypto Winter Burn In November
• TEI: EM Bond Fund With Moderate Risk, Moderate Investability
• DXJ Offers FX Protection With Reopening Tailwinds
• BLW: Shrinking NAV And Distributions Over Time
• PDI: Utility Maximizing Income Fund
• IVE: Resisting Bear Attacks
• XAR: To The Moon And Back
• RNRG: As Costs Come Down, Value Goes Up
• PGP: Unlike Most PIMCO Funds, Avoid This High Yielder
• FTXG: High-Quality Defensive Portfolio Has Its Price
• EWC: The Reasons I Still Like Canada In 2023
• IVH: Get A Free 5% Merger Arbitrage Spread
• DFEN Made Gains In The 2022 Bear Market
• SVOL: Take Profits
• NRGU Oil ETN: Risky After Huge Gains
• TIP, STIP And VTIP: TIP Not Included In The Bill/Portfolio
• UUP: The U.S. Dollar Likely Headed Lower As Global Short Squeeze Ends
• AXS 2X Innovation ETF: Levered Bet On ARKK
• UMI: Sometimes It's Good To Be In The Middle
• KBE: Relative Strength Falling As Rates Pause Their Uptrend, Caution Warranted
• MOAT: A Case Study In The Challenges Of Active Investing
• SGDM: Digging Up Treasure, One Piece Of Gold At A Time
• VIG: A Critical Factor-Based Rankings Analysis Vs. 100 Peers
• GDV: Monthly Distribution And Attractive Discount
• PIN Is A Bet On A Winning India
• NRGX: Little Yield, Big Discount
• IFN: India Performing Well, But Go With More Liquid Country ETFs
• SCHD: Surprisingly Defensive In A Rising-Rate Environment
• Global Stocks: Look Beyond Home Base To Find Growth
• TLT Vs. SPY: Bonds Should Massively Outperform Stocks In 2023 (5 Scenarios)
• DRIP: A Narrow Window Of Opportunity
• QLD: The ProShares 2X Nasdaq 100 Fund Has A Strong Long Term Track Record
• VCLT: Long-Term Corporate Bond Index ETF, Growing 4.3% Yield, Uncompelling Value Proposition
• KBWD: A Highly-Speculative Small-Cap Value Fund Heavy In REITs, Stick With Traditional Yield ETFs
• IGRO: Dividend Growth ETF Lagging Its Competitors
• Transparency, FTX, CeFi And DeFi
• FDHY: Worth A Look Vs. HYG And JNK
• XTN: Transportation Stocks Are Potentially Undervalued
• PCEF Vs. CEFS: 2 Diversified Fund Of CEFs, 2 Strong +8.0% Yields, Both Buys
• AEF: This EM Fund Is Investing In The Right Markets And The Right Sectors
• THCX: High Time Somebody Reviewed This Fund
• IVOL: Continuing To Disappoint
• RYU: An Equal-Weight Alternative To XLU
• PDBC: The Case For Commodities In December And Beyond
• VBR: A Well-Suited Addition When High Beta Becomes Attractive Again
• BTAL: Buy While Financial Conditions Are Tightening
• SPY: Got The Move We Wanted, But It's Time To Hold Back
• JRS: Discounted REIT And Preferred Exposure
• BXMX: Call Writing On The S&P 500, But Elevated Premium
• Neuberger Berman MLP Income Fund: Trading At A 17.5% Discount To NAV
• KYN: An 8.93%-Yielding Fund For The Energy Transition
• Abrdn/Delaware Mergers: Results So Far
• Weekly Closed-End Fund Roundup: November 20, 2022
• TD And Royal Bank: Canada's About To Implode - The Sequel
• The Origin Of Returns
• NXP And NID: Nuveen's Best National Muni CEFs Over Last 5 Years
• SQQQ, TQQQ: Leveraged ETFs Can Be A (Short-Term) Home Run Or A (Long-Term) Loaded Gun
• VWOB: Positive Return And Yield, But Emerging Market Concerns Remain
• VGK Boasts Little With Lots Of European Wallet Share
• The Lost CTA Decade And The New Regime For Strategic Allocations
• XT Should Be Leveraged To Good News Wednesday
• TEAF: Sustainable Growth And Income From This Multi-Strategy Term Fund
• BGR: Active Investors Should Take Some Profits In This Energy CEF
• BOE: Global Exposure, Call Writing Strategy, ~7.6% Distribution Yield
• EZA: Excess Regional Risk And Terrible Allocation
• XT: If You're Looking For An ARKK Alternative, Check This One Out
• EVV: Continuing To Outperform Since Our Buy Rating
• REMX: Looking For Lanthanum In The Rough
• VBK: Small-Cap Growth Continues To Lag Small-Cap Value, Monitoring The Technicals
• How To Manage Trading And Portfolios With Paper And Pencil Only
• XT: Nicely Diversified Exponential Tech Fund With Valuation, FX Risks
• JETS: Airlines Continue To Underperform, But A Near-Term Takeoff Is Possible
• LVHD: Low Volatility Plus A 3.50% Dividend Yield, Should You Buy?
• IGR And AWP: Distribution Cuts Coming In 2023
• EQRR: A Winner In A Losing Year, Now What?
• VGSH: The Most Exciting Time Ever For This Boring ETF
• QQQ: Sell Tech
• How To Create Your Own 'Insured' Portfolio For 2023
• ESG - From Greenwashing To Impactwashing?
• RPAR: Risk Parity Is Not Alternative Enough
• JEPI Vs. SPY: The Relative Lead Unlikely To Continue In 2023
• PSLDX One Year Later: The Right Idea At The Wrong Time
• The Asset Allocation Facts Have Changed
• What Is The 2023 Forecast For Tech Stocks?
• XME: The Rush Is On To Find Gold
• AFK: Struggling To Find Stability
• NMZ: Munis Look Attractive, But Buy Selectively
• EWM: Malaysian Equities Are Firmly Overvalued
• XSD: Buy The Dip On The Equal-Weight Semiconductor ETF
• Buy Seasonal Winter Strength In Gold As Physical Tightness Appears: IAU
• EVT: Remaining Resilient After Distribution Trim
• VIGI: Foreign Dividend Growers Bask In A Weaker-Dollar Environment
• XMPT: Diversified Municipal Bond Fund Exposure
• The Passive 60/40 Portfolio Is Broken - Do This Instead
• QYLG And If It's A Better Investment Than QYLD
• SPGP: 'GARP' ETF Has Opposite Strategy Of ARK Funds
• EIDO: Indonesian Stocks Are Likely Undervalued
• CEF Weekly Review: Gauging Portfolio Yields Remains Tricky At Best
• TMFC: Quality We Love, Valuation We Hate
• ACWX: Well Diversified But Likely To Underperform
• EFA: Turning Bullish As The Valuation, Technicals, And Sentiment Stars Align
• HIE: Attractively Discounted Fund Helped By Energy Exposure
• DIAX: Not A Lot Of Love For The Dow Jones This Year
• RLTY: Large Discount In The Beaten Down REIT Space
• How To Position Your Portfolio For 2023
• QAT: Impact Of The World Cup Controversies On Qatar
• My Portfolio Strategy For 2023
• PDO: Bonds Are Back! 3 Big Yielders Worth Considering
• Dangerous Desires; The Pursuit Of LETF Perfection
• TBT: Long-Term Interest Rates Softening In Response To Recession Fears
• RVT: Good Small-Cap Fund Paying High Yields
• NOBL Vs. SDY: Which Dividend Aristocrats ETF Is Best For Dividend Growth Investors?
• AIO: Spotting A Recovery In This Beaten Down CEF, High Risk Remains
• BRW: Attractively Discounted, High Managed Distribution Yield
• LGI: A Well-Diversified Global Fund That Is Worth Considering
• XME: 5 Questions, One Conclusion: Buy Metals And Mining
• AIO: Tax Loss Selling Creates A Bargain In This Technology-Based CEF
• JPMorgan Equity Premium Income Is One Of My Favorite Income Investments
• 8% Yield Via This Leveraged Loan CEF From Eaton Vance
• The ProShares Ultra S&P500 Holds Up Well Long Term
• DES: What Would You Do For A 3% Yield?
• XLP: Good, But 3 Of Its Top Holdings Are Better
• SCHF: Bad Timing For International Markets Hurts The Fund's Attractiveness
• KOLD: Price Caps, Low Inventory, And A Trading Opportunity
• BSV: A 4.8% Yield With Limited Risk. A Great Option Now, But Not Necessarily Next Year
• GLO: Likely Unsustainable Yield
• Twitter And Tesla: Musk-Driven Pair Trade Has Lived Up To Our (His) Wildest Dream (Nightmare)
• Putting The WOOD ETF On Your Investment Radar
• Here's Why We Think SPY And QQQ Risks Are Skewed To The Downside
• PSI: Buy This Semiconductor ETF And Just Be Patient
• SPEM: Robust, Well-Diversified Emerging Market Portfolio Offering A Decent Yield
• An Analogy For Some Facets Of Crypto
• How Do Cryptocurrencies Correlate With Traditional Asset Classes?
• Windfall Taxes Seem Unlikely, But XLE Is Not Cheap
• Mexico Fund: Favorably Positioned
• The XLP Consumer Staples ETF Might Underperform Next Year
• VOX: The Valuation Tailwind Isn't Enough
• XME: Prospecting For Relative Strength And Attractive Valuation? Look No Further
• DGRS: Mixed Performance, Something To Dislike Regarding Quality
• TTT: Time To Cash Out Your Winnings
• BDJ: Giving It The Benefit Of The Doubt
• FCO: Global Fixed Income Fund, 18% Yield
• XLP Chart Blast: Weighing The Risks And Upside Potential In Consumer Staples
• PDBC: Commodity Caution Ahead Amid Rising Global Recession Risks
• CPZ: Looking More Interesting With A Large Discount
• Lessons From SaaS Companies With Divergent Price Trends
• GNR: Good, But Prefer NANR
• Macro Analysis: Buy Bonds, Wear Diapers
• HYGH: Interest Rate Hedged High Yield Bond ETF, Very Low Interest Rate Risk, Growing 5.5% Yield
• JEPQ: A Low Volatility Approach To Growth Investing
• Quick Thoughts: Investing For The Next Decade
• DBMF: Lagging At The Turns
• ILF: A Strong Look At The Latin Oportunidades
• EOS: Tracking Tech Lower This Year, Despite An 8% Yield
• IDIV's Underperformance Explained
• Comparing Performance Of Chinese And U.S. Crypto, eCommerce, And Internet Companies
• FAM: This Fund Has A Lot To Like But I Cannot Recommend It
• AMLP: Less-Risky Exposure To Oil And Gas Still Yielding Over 7%
• Price Targets For OXLC And ECC
• XHB: Fears Over A Housing Market Crisis Are Likely Overblown
• CQQQ: Avoid Despite U.S.-China Talks And Undervaluation
• SCHD: A Critical Factor-Based Rankings Analysis Vs. 100 Peers
• Vanguard Short-Term Treasury ETF: Headwinds From Rate Hikes
• CEFS: High-Yielding Fully Diversified Income-Focused Fund Of Funds
• XHB: Housing Could Get Much Worse Before The 'Big Guys' Bring Back Demand
• SMH, SOXQ: Since Macro Trumps Micro, Size Doesn't Matter
• VUSB: Short-Term Credit Fund That Underperforms Treasury Bills
• HNW: Small Fixed Income CEF From Amundi, 10% Yield
• AGG And TLT: Bond Yields May Have Peaked
• The ProShares UltraPro S&P500 Still Positive After 2 Years And 2 Bear Markets
• JEMD Nearing Its Termination Date
• Latest Memo From Howard Marks: What Really Matters?
• EYLD: Seeking Stability In An Unstable Market
• NANR: Remain Bullish For Now
• iShares MSCI India Small Cap Index ETF Review And Recommendation
• Buy 9% Discounted Uranium With The Sprott Physical Uranium Trust
• BUZZ Investing: Equities Rally Amidst Encouraging Inflation Data
• Year-End Portfolio Management: Tax-Loss Selling, Allocation Reset
• PFFD Vs. VCLT ETFs: Preferreds Are Better Even If Powell Is Hawkish
• Introducing The Global X Sector Covered Call And Growth ETFs (TYLG, FYLG, HYLG)
• ZROZ: Should Have 'First-Mover Advantage' When Treasury Rates Peak
• ARKK: How Many Landmines Can One Fund Manager Trip?
• VPU: Vanguard Utilities ETF - For The New Age Of Clean Energy
• Generating Extra Income Using Covered Calls: Episode 1
• Japan Equity Fund: Comfortable Buying At A 15% Discount
• Weekly Closed-End Fund Roundup: November 13, 2022
• Strategies For Volatile Markets
• SKYY: Lofty Valuation Is A Risk Amid Cloud Slowdown
• NOBL: You May Be Happy To Own Dividend Aristocrats During The Year Ahead
• ERX: Turbocharging Your Portfolio With Traditional Energy Exposure
• Can AI Analytics Build A Winning NFL Team And Also Improve Your Portfolio?
• EXD: Proposal To Be Merged Into ETV, Why I'm Voting No
• Reading The Signals: Consider Leaning Into EM Equities In Multi-Asset Strategies
• HYG: Non-Leveraged Junk Bond ETFs Look Reasonable At These Levels
• Celebrate A Bountiful Harvest - Of Tax Losses
• QYLD: The 15.70% Yield Is More Attractive In A High Yield Environment
• SPTM: A Diversified U.S. Equity Fund With Promising Potential Returns
• UTG: Remain Cautious But Relative Outlook Is Improving
• Investment Strategy Monthly Insights, November 2022
• HTD: This Stable 7.30%-Yielding Fund Is Worthy Of Consideration Today
• XES: With Record Profits, It's Hard To Bet Against The Oil And Gas Industry
• A Stalwart Delivers
• YYY: Disappearing Shareholder Value
• KSA: Saudi Arabian Stocks Offer Decent Returns But Long-Term Risks Remain
• Investing In Minimum Volatility Stocks Can Backfire
• QMOM: The Best Momentum Play We've Seen
• SDOG: Dividend ETF Not To Be Confused With 'Dogs Of The Dow'
• Why The Dow Vs. Nasdaq 'Feud' Is Now A Critical Indicator For Stock Investors
• Alternative ETFs Reversed Course In October
• QQQE: Equal-Weighted Nasdaq-100 ETF, Diversified Holdings, Strong Performance Track Record
• How To Quit Working In 5 Years With $330,000 In Savings: 6 Years Later, Did It Work?
• CEM: Moving From Buy To Hold After A 27% Total Return
• The Tell: S&P 500 to bottom in the first quarter, creating a ‘terrific buying opportunity,’ says Morgan Stanley’s Wilson 
• My Year-End Investment Strategy
• XLV: US Healthcare Sector Getting Crushed By Its Own Weight
• SWAN Vs. NUSI: Which Is The Better Sell?
• My No Guts No Glory Retirement Portfolio - 2022 Update
• MFD: A Fairly Unique Global Infrastructure And Utility Fund
• Strategic Views In The New Regime
• KMLM: Follow The Trend Followers
• Eagle Point Income: Another High-Yield Income Fund To Consider
• My Hedging Strategy Using ETFs EDV And PSQ
• Bond Fund Investors Benefit From Large Declines In Yields During The Fund-Flows Week
• GLU: Stable Yield And Distribution But Performance Is Disappointing
• From Fear To Hope How Stocks Perform After Deep Drawdowns
• SCHD: The Perfect Blend Of Yield And Growth In A Rising Rate Environment
• SPHD: A 4.25% Yielding ETF With A Dividend Growth Problem
• EMHY: Attractive Returns With Low Downside Risk
• WEBL Has To Contend With Higher Rates
• VCSH: A Time That Investment-Grade Corporate Bond Is More Attractive Than Common Stock
• Eagle Point Credit: A High-Yield Income Stream
• FALN: It's Fallen And It Can't Get Up, For Now
• This Super-Bear On Bonds Just Turned Bullish
• JSD: Leveraged Loans CEF, 11% Yield
• QYLD: Poor Risk Reward Bet
• IGIB Showcases The Best And Worst Of Bond ETFs In One Package
• Municipal Bond ETFs Witness Their Largest Weekly Net Inflows On Record
• WDI: Another Bump In The Distribution, 11.84% Distribution Yield, Fully Covered
• RYLD Vs. QYLD: Impacts From Higher Treasury Rates And Lower Volatility
• QMOM: A Close Look At The Methodology
• VIG: Diversified Dividend Growth Index ETF, 1.9% Yield, Recent Outperformance
• Portfolio Collapse: Wealth Destruction
• NVG: Nuveen's Best AMT-Free Muni Bond CEF
• The SPYV Value ETF: Defense Can Be Offense In Bear Markets
• 2022 Annual ESG Survey: The ESG Journey Accelerates
• RLY: A One-Stop Shop For Inflation-Beating Returns
• KRBN: Focus Shifting Away From The 'E' In ESG
• HTY: Some Good Qualities, But It May Be Overdistributing
• PCEF: A Fund Of Funds With An 8.6% Yield And A Caveat
• CEF Weekly Review: Can We Expect CEF Prices To Come Back?
• PCY: Risky Investment In Below Investment Grade Sovereign Bonds
• WisdomTree U.S. High Dividend Fund: Currently A Hero
• SCHD: So Far So Good
• SCHE: A Stable Foray Into Large- And Mid-Cap Emerging Markets
• 'The Big Short' Michael Burry Buys Real Assets Hand Over Fist
• Invest Stress-Free During Turbulent Times: Near-Perfect Portfolio Strategy
• FFTY: A Silver Lining On The Valuation Side, Vulnerabilities Elsewhere
• In Times Of Uncertainty, You Can Buy Schwab U.S. Dividend Equity ETF
• VOOV: Vanguard's Value ETF - Berkshire, Exxon Mobil, JNJ Lead The Way
• SCHE: My Outlook For Emerging Markets Is Cautious For 2023
• EDV: Have We Seen The Peak In Long Rates? Perhaps Not
• FDL: An ETF Of Dividend Leaders Selected By Morningstar
• No One Ever Made A Dime By Panicking
• CHIQ: Chinese Consumer Discretionary Stocks Are Cyclically Appealing But Overvalued
• VOO: Expect A Rough 2023 For The S&P 500
• iShares MSCI United Kingdom ETF: Impact Of The Autumn Statement
• PCEF: A Fund-Of-Funds Approach To CEF Investing
• ASGI: Set To Become A Larger Fund After MGU Is Acquired
• Why SCHD Is A Dividend Growth Investor's Dream ETF
• The Dirt Cheap Value Portfolio Bites The Dust: Will It Ever Recover?
• XLE: How To Profit From The Price Cap On Russian Oil
• IGLB: Investment Grade Credit Offers A Great Yield Relative To Equities
• UGA: Putting Gasoline On Your Radar During The Offseason
• SCHD: No Longer Attractive After The Sharp Recovery Surge (Technical Analysis)
• 'Direct Selling' - Avon, Tupperware - Is Extinct
• DIV ETF: Only Positive Is The Yield
• Equity CEFs: Raising UTF To A Buy
• ACES: A Solid Bet On The Green Future Despite The Ups And Downs
• NEA Vs. NUW: Clear Winner Between These Nuveen AMT-Free CEFs
• Billionaire Bezos' Dire Warning Doesn't Change Our Outlook For SPY
• Measuring Board Gender Diversity Across S&P ESG Indices
• EMQQ: Not What It Appears To Be On The Surface
• EMD: Double-Digit Historical Returns, Sovereign Bonds Focused, And Discounted
• ETW: A Few Nice Things But Portfolio Is Not Aligned With Current Market
• SaaS: Separating The Winners From The Losers
• VIS: Industrials Dashboard For November
• MXI: Materials Dashboard For November
• IQLT: International Quality Stocks Are Likely Undervalued
• Who Wants Protection Like This?
• PULS: Back In Vogue
• FCG: Excellent Exposure To The Still Bullish Natural Gas Market
• METV ETF: The Right Dose Of Gaming And Social Media For The Metaverse
• WEAT: Wheat Markets Balanced Despite Headlines
• PBJ: Strong Earnings Momentum Will Carry This Consumer Staples ETF
• SOXL And TQQQ: From The (Gokyo) Edge To The (Portfolio) Hedge
• AAAU: A Good Time To Hold Gold
• Four Reasons To Buy The iShares MSCI Global Gold Miners ETF
• FDIS: Consumer Discretionary Dashboard For November
• FTEC: Technology Dashboard For November
• CWEB: China's Internet Play Is Taking A Beating
• It Could Be A Little Early For JNUG
• AVUS: A Marginally Better Alternative To IWV
• ARKK: Risk Could Be Increasing
• CTR: Invest Alongside Saba Capital
• MTUM: Not The Ideal Momentum Investing Vehicle
• VONV: Why Large-Cap Value Stocks Could Outperform The Market
• FBCV: Fidelity's Blue Chip Value ETF Is Led By Berkshire Hathaway And Exxon Mobil
• JQC: An Attractive Fixed-Income Fund For Today's World
• DWSH: Shorting Laggards Can Be Dangerous
• TBIL: A Place To Park Cash
• ALTY: High Yield ETF With Shrinking Value And Distributions
• STEW: New Name, Same Fund
• BATT: One To Watch For The Future, But Not Today
• We're In The 5th Inning - That's Why I Hold Almost 25% Cash
• IDNA: Healthcare Dashboard For November
• XLC: Massive Underperformance With No EPS Growth Expected In 2023
• BCI: A Solid Commodities Bet In A Rough Market
• YOLO: The Legal Way To Buy Cannabis
• Berkshire Hathaway 13F: Warren Buffett Bought Cyclical Growth
• EWZ Has A Mixed Exposure To The Lula Win
• EPOL: Poland's Discount To Emerging Markets
• Quick Thoughts: An Expanding Universe In A Volatile World - A Focus On Private Real Estate And Private Credit
• XES: Let Your Profits Run
• Amgen Rocks Rose's Income Garden To Help Outperform SPY 17.5%
• BITO: Crypto Carnage - Risk And Reward Dynamics Make The Asset Class A Lotto Ticket
• October Rally: ETFs Attract Their Largest Net Inflows Since March
• HPI: Solid Income CEF But Should Decline In The Face Of Rising Interest Rates
• HIX: Broad Mandate Fixed Income CEF, 12% Yield
• ASGI: A Solid Infrastructure Fund For Today's Market
• VUG: Now Could Be The Best Time To Buy
• STIP: 'Pure Play' Bet On A Fed Pivot - With A High Yield
• Reversing The Entropy Of Climate Change
• BITO: FTX Collapse A Potential Lehman Moment For Bitcoin
• SMH: Buffett Takes Big Stake In ETF's No. 1 Holding Taiwan Semiconductor
• VNQI: International REIT ETF, Diversified Holdings, Cheap Valuation
• 5 Closed-End Fund Buys In The Month Of October 2022
• Weekly Closed-End Fund Roundup: Tortoise Tender Results, NCZ Resumes Distributions (November 6, 2022)
• W. Rodney Thomas Taught Me - There Are No Shortcuts
• (Not) Over The Hedge
• Grain Prices Look Set To Resume Their Slide
• IDU: Utilities Dashboard For November
• 5 Best CEFs To Buy This Month (November 2022)
• EVF: Eaton Vance's Best Floating-Rate CEF In 2022
• 2022 Returns For ETFs And Funds Have Been Awful. How About For 2023?
• FXG: Consumer Staples Dashboard For November
• QDIV: A Quality Dividend Strategy For A Late Cycle Environment
• SIL: Silver Miners ETF Is An Inverse Bet On The U.S. Dollar And Diesel
• DURA: A Dividend Mix With Excellent Profitability, Though Valuation Poses Risks
• How Pork Producers Are Managing Risks Amid Rising Costs
• VYM: A Great ETF For Inflation, But Not For A Recovery
• MUB: Largest Municipal Bond ETF, But Few Benefits And Investment Thesis
• NSL: Leveraged Loans CEF, 10% Yield
• Blackstone Secured Lending Fund: 10%-Plus Return With Lower Risk
• DBMF And HFND: Gain Alpha Amid Tough Markets
• BATT: Not Enough Lithium In This Lithium ETF
• Q4 2022 Style Ratings For ETFs And Mutual Funds
• EXG: Great Price But Portfolio Needs Fixes
• DIVZ: Checking In On This Top-Performing Dividend ETF
• ARKK: Enjoy The Rally While It Lasts
• IWN Lags Other Small Cap Value ETFs In 2022
• Could My Single-Stock Leveraged ETF Decay To Zero?
• Investing On Any Political Outcome Can Be Dangerous
• Liberty All-Star Equity Fund: Ready To Start Winning Again
• ARKK: Why I'm Buying The Most Hated ETF
• SPY: Target Reached, It's Time For An Update (Technical Analysis)
• IGD: This Outperforming Fund Has A Lot To Like
• FAN: Opportunity To Participate In Massive Wind Expansion
• Is TQQQ A Buy After Last Week's 25% Pop?
• RYT: A Cyclically Attractive Technology ETF Without Concentration Risk
• I Am Bullish On Cannabis Stocks But Not This Leading ETF
• If You Are Getting Excited About BSTZ's Prospects, Just Don't
• Ark Innovation ETF: Still A Sell
• QCLN: Leading Renewable Energy ETF For Speculative Investors
• EWC: Offers Decent Returns Yet Energy Sector And FX Risks Remain
• FM: Ripe For A Bounce Into The Next Business Cycle
• GAZ: Downtrend Should Continue But Still Better Than UNG
• XEI Depends A Lot On Crack Spreads
• ARKK Bears Are Losing Momentum
• CEF Weekly Review: Tax-Loss Season Approaches
• VFVA: A Leading Value ETF In 2022
• Direxion Daily Small Cap Bear 3X Shares: Shorting The Market While Going Long
• Emerging Markets: For The Next 50 Years
• HACK: Promising Theme, Enormous Addressable Market, Yet There Are Downsides
• VBR: A Good Small Cap Value ETF, But Not The Best In 2022
• DWX: International Dividend Stocks Are Modestly Undervalued, Cyclically Unattractive
• XPH: U.S. Pharmaceuticals Stocks Are Probably Fairly Valued, Cyclically Unattractive
• CPI Decline Gives Green Light To TIP Investors
• USO: The Future Of Oil As The Strategic Petroleum Reserve Release Nears End
• SOXL: A 3x Leveraged Play To Ride The Tech Rebound
• EFV: International Value Stocks Remain Cheap
• Blackstone Secured Lending Fund: A Solid Yield And Diversified Portfolio
• AIF: Continuing To Perform In A Tough Fixed Income Environment
• XLB Has A Resilient Anchor In Industrial Gases
• GAM Seems To Have Lost Its Mojo
• NCZ: Distribution Suspension And Resumption Creates Swap Opportunity With NCV
• AOD: High Yield Fund But I Prefer Tri-Con
• QCLN: Green Times Ahead, But A New Bull Market Will Help
• IGE: Strong Returns In The North American Energy Sector
• Investors Put Risk On During The Flows Week, Padding The Coffers Of Emerging Markets Equity ETFs And High-Yield ETFs
• ENFR: Low Capex And High Shareholder Value
• AVUV: Outperforming On Energy Exposure
• SPHB: High-Beta Stocks Could Bounce Strongly Into The Next Business Cycle
• FIDU: Industrials Stocks Offer The Potential For Strong Cyclical Returns But Uncertainty Remains
• NHS: 13% Yield From A High Duration Bond CEF
• FSTA: Consumer Staples Stocks Are Probably Fairly Valued, Cyclically Unattractive
• GAB: Premium Comes Down To A More Interesting Level
• IJR And IWM: Small-Cap's Rebound Has Just Started
• Eagle Point Credit, 'Reading The Tea Leaves' In Its Monthly Report
• Franklin FTSE Brazil ETF: Post-Election Bull-Case Looks Solid
• QUAL ETF: When Quality Disappoints
• VNQ: Strong Performance Track-Record, Uncompelling Price And Valuation
• MEGI: A Deeply Discounted Infrastructure Play, ~9.5% Distribution Yield
• CHW: Equity CEFs, Time To Go Risk On?
• Tradeweb Exchange-Traded Funds Update - October 2022
• Treasury Yield Curve Warns: Don't Trust Thursday's Dow Rally
• Cybersecurity For Investors - Why Digital Defenses Require Good Governance
• SPY: Bear Market Rally Or A Major Bottom?
• CGW: More Likely To Tread Water Than Make A Splash
• MLPX: Midstream Energy Investments Can Drive Strong Returns
• CEF Insights: Cohen&Steers, Building A Diversified Portfolio Of CEFs
• U.S. Weekly FundFlows Insight Report: During The Midterm Election Week Bond ETFs Attract A Net $3.7 Billion, While Conventional Bond Funds Hand Back $4.5 Billion
• SCHP: Duration Acting In Reverse
• HYD: Even After Epic Drop, Still Not A Place To Hide
• MTUM: Momentum Stocks Are Well Positioned For Further Outperformance
• EWY: South Korean Equities Likely Significantly Undervalued, Cyclically Well Positioned
• VEGI: Global Agricultural Stocks Remain Undervalued In Spite Of Recent Outperformance
• FEN: Great CEF, But Price Is Too High For The Performance
• SILJ: The Silver-Gold Ratio Signaled The Latest Rally
• GLD And SLV: 3 Reasons To Add To Your Portfolio Now
• SLV: Bullish Into The Silver Breakout As The Dollar Reverses Lower
• Examining Equal Weight
• Employing A Tax-Loss Harvesting Strategy
• ETG: Reasonable Strategy But Portfolio Is Wrong For The Current Market
• MGK: Solid Mega-Cap Growth ETF, But Not The Best
• WEA: An Opportunity Opening Up In Higher Quality Bonds
• XBI: Mid-Term Election Results Are Good For Biotech Stocks
• XYLD: Income Will Outperform Capital Gains
• Eaton Vance Equity CEFs Cut Their Distributions
• PICK: 3 Reasons To Own The Metals And Mining Sector
• The 'High-High-Low' Closed-End Fund Report, October 2022
• EXD: Being Merged Into ETV
• ANGL: The Devil Is In The Details, And They Said Avoid This ETF For Now
• Rose's Income Garden Inflation Fighting Investment Winners
• Moat Investing: Is The Party Over For Big Tech?
• QQQX Vs. QQQ: Income, Growth, Or Neither?
• U.S. Small Caps Flex Muscle In The October Relief Rally
• FEZ: Europe Remains An 'Avoid' For Me Heading Into 2023
• Could Market Fears Abate Toward Year-End?
• Compounders And Dividends: October 2022 Portfolio Update
• IWC: It Is Worth Being Pickier
• PXE: Best-Performing Energy ETF YTD, Cheap Valuation
• 'May The Force Be With You'
• EWG: German Equities Remain Undervalued But Geopolitical Risks And Inflationary Pressures Remain
• EWG: Attractive Valuation, High Yield, Technicals Improving
• FLOT And AGG: Opt For A Combined Floating-Fixed Income Portfolio
• FPL: Buy This MLP Fund At A Huge Discount Today
• SPHQ: High Quality, Average Performance
• Some Preferred Ideas For 'Locked In' ~6.5% Yields
• Watch Your Weighting Scheme
• ETG: Bear Market Takes A Bite
• ICLN: Historical High Growth, Geopolitics, Renewables Make It Attractive
• FFA: Unloved Buy-Write CEF, 8% Yield
• MINT: Careful, This May Leave A Bad Taste
• Great Opportunity And Terrible Risk In Today's Tax-Exempt Municipal Bond Market
• TY CEF: Trailing Other Investment Choices
• OILK: Capturing The Oil Market Upside Without The Hassle Of K-1 Filings
• IXC: Oil Sector Outperformance Has Further Room To Run
• PRF: A Well-Designed, But Costly, Smart-Beta ETF
• TAIL: Failure To Hedge Downside
• 10 Reasons To Stay Invested In Equities
• GDX: Bullish Breakout Points To Further Upside
• FTHI: ETF With A 8.6% Yield And A Caveat
• Sustainable Investment: The More Asset Owner Investment Strategies Change, The More They Stay The Same
• DSU: This Fund Is Raising Its 9.22% Distribution And Trades At A Huge Discount
• The New Rules Of Diversification
• SRLN: Largest, Highest-Yielding Senior Loan ETF, Growing 5.3% Yield, Low Interest Rate Risk
• SDY: Multiple Anomalies On Offer
• GDXJ: Buying On Weakness Offers Lots Of Upside Potential
• XLB: Materials Stocks Near Resistance After A Massive Rally
• GDXJ: Small Gold Stocks Perking Up Heading Into Year-End
• Global X MLP ETF: Energy Sector Exposure Without Single Company Risk
• ETY: Not Nearly As Attractive As It Looks
• The Month In Closed-End Funds: October 2022
• DEM: Emerging Markets, With High Yield
• FPE Beats Its Peers In A Lagging Asset Class
• Are You Getting Value From Numbers?
• Trading On The Pink Sheets
• BIGZ: Venture Capital Fund In Disguise
• HYI: When High Returns Are Not Forever
• CHY Review And Converts CEFs Comparison
• IWS: Suboptimal Mid-Size Value Strategy, Nuances Are Aplenty
• DLN: A Solid Single ETF Dividend Solution Yielding 2.50%
• HYG: Time To Lock In Peak Yields
• CGO: Valuation Drops After Distribution Cut
• The PXE Energy ETF: The Trend Is Your Friend
• iShares MSCI Singapore ETF: Not Too Compelling
• My Portfolio October Update: 6 Buys
• EWW's Upside Is Limited In A Peak Inflation Scenario
• RESI: An Opportunity Is Brewing, But Wait For Fed Pivot
• ICLN: Clean Energy Shares Conspicuously Quiet Ahead Of The Mid Terms
• SPY: When This Bear Is Over, Which ETF Should I Invest In (Technical Analysis)?
• SPHD Vs. VYM: Why I Like VYM Better
• PTLC: Trend-Following S&P 500 ETF, Unsuccessful Strategy, No Reason To Buy
• PTY: 100 Big-Yield CEFs, MLPs, REITs, BDCs - These 4 Worth Considering
• EWA: I'm Giving Up On Australia As We Enter 2023
• MLPX: A Midstream Energy Fund That Generates Industry-Beating Performance
• THD: Thai Equities Are Probably Trading At Close To Fair Value With An Unexciting IRR Profile
• EFRA: A Green ETF With Low Potential
• Hamilton Enhanced Canadian Bank ETF: Earn A 7% Yield With Canadian Banks
• Confounded's Complete Aggressive Growth Portfolio - Narrowly Avoiding Catastrophe
• PTA: Discount Widens Even Further, Interest Rates Continue To Pressure This Fund
• FXI: Don't Buy The China Reopening Rumor
• XSVM: A Good Idea With Unconvincing Results
• YINN: Levered Exposure To Chinese Equities
• Central Securities CEF Outperforming The SPY ETF
• MCHI: Time To Be A Contrarian And Buy
• LQD: Investment-Grade Bond ETF, Excessive Interest Rate Risk, Subpar 3.3% Yield
• PHK: This High Yield Fixed Income Fund Is A Good Fit For The Current Situation
• IXP Isn't Telecom, It's Communications Generally
• An Unintended Financial Benefit Of Retiring Abroad
• RPV: Why I'm Downgrading The S&P 500 Pure Value ETF
• Smithson Investment Trust PLC: Common Name, Unique Ability
• IXN: Global Tech Stocks Should Bounce Back Even As The Economy Heads Into Recession
• FNCL: Financial Stocks Remain Undervalued With Increasingly Attractive Cyclical Positioning
• China Fund Review: Chinese Stocks Are Not 'Uninvestable'
• NTG: Tender Offer Results, Tighter Discount
• The Strategic Case Against Emerging Markets
• ICF Will Likely Suffer Medium Term With Rates
• S&P 500: Don't Trust The Rise, Trust The Numbers: Part 2
• EWZS: The Prospects For Brazilian Small-Caps After The Election
• HYLS: Strong High Yield Corporate Bond ETF, 6.3% Yield
• CEF Weekly Review: Deleveraging Via Preferreds Gathers Pace
• A Unique, International Multifactor Approach
• SCHG Vs. SCHV: The Rotation From Growth To Value Is Gaining Momentum
• Are The FANG Stocks Dead?
• Gain Exposure To Oil Bull Market With OILK
• U.S. Weekly FundFlows Insight Report: Corporate-High Yield ETFs Attract Second-Largest Weekly Inflow On Record
• FIDI: Lagging Its Peers In A Sinking Asset Class
• VCV: Post-Distribution Cut, I See Few Headwinds
• The Fifth Inning
• COPX: A Copper Focused ETF Yielding 5%
• CHI: 60/40 Portfolio With Leverage Via Convertibles, 10% Yield
• QQQX And SPXX: Pair Of Overvalued Option Income CEFs Ready To Revert
• FTRI: Global Commodities Equity Income ETF, Effective Inflation Hedge, Strong 9.9% Dividend Yield
• TIPX: Here's A Tip, Don't Buy This ETF
• FDN: Solid ETF, Awful Time To Own It
• ERH: An Interesting Play, But Not Cheap Enough For A 'Buy'
• OUSM Could Disappoint Yield, Value Investors
• REZ's Medium Term Is A Question Of Rates
• VIXY And SVXY: Exploring Strategies To Profit From Fear
• RINF: Better Than TIPs Funds
• ERX: A Buy After Assessing Likelihood Of Windfall Taxes On Oil Profits
• Quick Thoughts: The Search For Hidden Opportunities
• Leaning Into Emerging Market Value
• A Time Of Transition And Tax-Loss Harvesting
• Rose's Income Garden Portfolio October Update: Outperforms SPY 17.3%, Yield 5.2%
• SMIN: Indian Small-Cap Equities Are Still Overvalued
• ACWI: A Popular International Equity Fund That Continues To Trade At A Discount
• XRT: Retail's Outlook Is Still Very Cloudy
• ACV: Equities With Leverage
• SPTS: A Case Of Mistaken Identity, Like Many Of Its Peers
• DGRO: A Great Core ETF To Ride Out Inflation
• Municipal CEF Sector Update: 2023 Fed Pause Offers A Good Entry Point
• OUSM: High Quality Small Cap ETF
• iShares MSCI EAFE Small-Cap ETF: Bounce In The Cards
• CSQ: Strong Yield, Healthy Total Returns Over The Medium And Long Run
• VHT Vs. XLV: Picking A Winner In The Health Care Sector
• Powell To Investors: You're Not So Special
• A Soft Landing Is Possible, But Not Probable
• DCF: Target Term Fund Offering An Opportunity
• Buy The SPY At Each Month's End And Sell After 3 Days
• The Quality Closed-End Fund Report, October 2022
• VB Vs. VIOO: Comparing 2 Vanguard Small-Cap ETFs
• JRS: Inflation Protection, But Wait For A Better Entry Point
• USFR: The Tide Of Rates Rises Further
• Templeton Dragon Fund: Re-Enter The Dragon - A Contrarian CEF Play On China
• EWZS: Probably Fairly Valued But Faces Potential FX And Valuation Risks
• Technology Stocks With Dividend Growth - TDV Is Worth Considering
• The Sell Rating Of LABD Is Reaffirmed
• Bullish On UPRO And QID Based On S&P 500 Vs. Nasdaq Divergence
• CCD: Regime Change
• No Pause. Rates Will Keep Going Up: Powell Was Unusually Direct At His Press Conference
• XYLG: This Covered Call ETF Does Not Have You Covered
• VIXM: A Less Volatile Way To Profit From Volatility
• NORW: Dovish Signals From Norges Bank Bode Ill For The Krone
• ASHR: A Bad Bet On China For The Near Future
• Vetting GCOW: Michael Burry Says 'Free Cash Flow On Sale'
• HNDL: Complex Strategy But Lags Simple Balanced Funds
• Can Multi-Asset Approaches Balance Sustainable Investing Risks?
• Drug Innovation Can Surmount New U.S. Law's Price Caps: Investing Perspectives On Healthcare Stocks
• LABD: A Bad Bad Drift
• RLY: Own It While Inflation Expectations Are Rising
• THQ: Large-Cap Healthcare Stocks Performed Well This Past Year
• Developments In China And Impact On Portfolios
• SPY: Still Not The Right Time To Be Bullish
• iShares MSCI Qatar ETF: Qatari Equities Fairly Valued, Offer Little Out-Performance Potential
• SCZ: 10% Returns On International Small-Caps But No Cyclical Outperformance Opportunity
• My 24-Stock $354K Retirement Portfolio Makes A Big Bet On Facebook After Faceplant
• BOE: A Solid Covered Call Fund Trading At A Very Attractive Price
• Digital Asset Strategies - To Diversify, Or Not?
• FHLC: Health Care Stocks Are Probably Fairly Valued
• SVXY: A 'Sneaky Good' Way To Be Bullish On The S&P 500
• VVR: A 10% Yielding CEF That Is Actually Increasing Its Distribution
• SCHX Vs. SPY: What The Divergence Tells Us
• October AAII Asset Allocation Survey: Cash Allocations Jump To 2.5-Year High
• Is VTI A Better Investment Than VOO After 2022's Big Correction?
• SPLG: S&P 500 Dashboard For November
• My Current View Of The S&P 500 Index: November 2022 Edition
• FXE: Parity Was The Target - Volatility Ahead
• VCSH: Close To A 5.5% Yield On The Horizon
• IEV: A Reversion To The Mean Candidate, But That's About All
• Weekly Closed-End Fund Roundup: Tortoise Tender Offers Expiring (October 23, 2022)
• DTD: Outperforming The Market In 2022
• Trading Like Nancy Pelosi: Q3 2022 Update
• The Evolutionary Pressures And Re-Emergence Of Value Investing
• Japan May Be Flushing Yen Down The Drain
• EOI: Added Income Comes With Usual CAGR Hit
• PSCE: Some Names Of Interest In Fund
• The Global Economy Is Getting Worse And So Is The Climate Crisis
• Biotech And XBI: The Bottom Is In
• PTY: Examining The Reasons Behind The Poor Performance
• Fishtown Capital Q3 Holdings Update
• BIL: Simple T-Bill ETF, Strong Cash Alternative, 3.6% Forward Yield
• EPOL: Polish Stocks Are Not Yet Worth Buying
• VFH: Banking Is The New Oil
• EOI: Plagued With Idiosyncratic Risk And Too Expensive
• AVK: Highly Leveraged Convertibles CEF, 12% Yield
• THW: Just For Now, Let's Ignore The Price Lag And Enjoy The Yield
• OXLC And ECC: Highlighting CLO Equity CEF Misconceptions
• $53 Billion Of Handouts For Chips Act And U.S. Forecast To Gain Just 1% Share By 2025!
• Beat The Market With Combinatoric Kabbalah
• VGT: Technology Sector Headed For 'Lost Decade' Amid Falling Sales And Rising Costs
• BUI: Options Writing Helps Distribution Coverage
• EOD: Yield May Not Be Sustainable
• QQQ: Still Too Pricey
• FGB: Attractive Discount And Distribution Coverage Jumps
• Equity CEF Performances: Updated Through Oct. 28, 2022
• GXG: Colombia Risks Reassessed
• JNK: Reasonable High Yield Corporate Bond ETF, But Better Choices Out There
• CEF: This Dip Is A Gift
• KMF: Buoyed By LNG Exports To The EU
• REGL: Mid-Cap Dividend Aristocrats ETF, 2.5% Yield, Outstanding Dividend Growth Track-Record
• PDI: 50 Big-Yield Bond CEFs And BDCs - These 3 Worth Considering
• VNM: Vietnamese Stocks Still Offer Promising Returns In Spite Of Higher Interest Rates
• VONG: Large-Cap Growth Stocks Are Likely To Turn Upward Into Q4 2022
• Sell GLD On Bearish Conditions (Technical Analysis)
• TBLD And XFLT: A Tale Of 2 Income Funds
• BUI: Steady Payout And Strong Yield, Faces Risk Of Extended War In Ukraine
• PHO: U.S.-Centered Water Play Is Valued Horribly
• SRV: Outperform It With A DIY Energy Infrastructure Portfolio
• XBI: A Classic 'Glass Half Full Or Half Empty' Story
• SPYD: High Dividend ETF Trades At Substantial Discount To Market
• IEMG: Emerging Markets Stocks Might Be Conservatively Priced, But Political Risk Remains
• DVY: A Reasonable Option If Conditions Remain Challenging
• BUG: Invest In Cybersecurity With This Concentrated ETF
• SOYB: Soybean Crush Spreads Support Higher Soybean Prices
• BTO: Financial Exposure At A Discount
• ETV: The Right Way To Trade Recessions
• VOT: Vanguard Explores The Middle Ground
• EMB: Emerging Market Bond With Attractive Yield Is A Buy
• XLF Vs. XLK: Since Tech May Have A Problem, Look To Financials
• Better Data Holds The Key To New Opportunities In Private Markets
• IDIV ETF: Should Have Stuck With My Original Sell Opinion
• Bond Market Screaming At Investors To Sell Equities: TLT Vs. SPY
• XLK: A Perfect Growth ETF To Ride The Recovery
• NUSI: Not Worth It
• OEF: Get Exposure To The Largest Stocks In America
• Earnings Bonanza As We Wait For The Fed
• U.S. Weekly FundFlows Insight Report: Fixed Income And Equity Exchange-Traded Funds Report Their Fourth Straight Week Of Inflows
• UDN: ETF To Hedge Against U.S. Dollar Peak
• BTZ: Lock In Your 10% Yield Before It Bounces
• CEF Weekly Review: High Yields Understate Bond Distribution Coverage
• EWD: Swedish Equities Hammered By U.S. Inflation, Outlook Somber
• SSO: Despite Recent Rally, I'd Still Urge Caution
• LABU: Opportunities For Gains Exist If Bought And Sold At Correct Price
• GGN: No Inflation Hedging Via This 10% Yielding CEF
• BUI: This 7.27%-Yielding Fund May Be Worth Considering
• Tri-Continental: Solid Balanced Fund With Opportunity For High Distributions
• FDRR: Complex Index Methodology And Poor Historical Performance
• STEW: Solid Value Fund At A Discount
• TMV: There's Still Time To Get In On The Most Profitable Trade Of The Year
• JPST: Cash-Alternative ETF, Low Risk, 3.2% Forward Yield
• EMLC: Compelling Value In EM Local Currency Bonds With A +7% Yield
• FRA And BGT: Distribution Boosts And Wide Discounts
• DGRW: 12% Dividend Growth ETF Comparison Vs. VIG, DGRO, NOBL, And SCHD
• Sector Ratings For ETFs And Mutual Funds: Q4 2022
• QYLD Doesn't Fear A Bear Market With Higher Implied Volatility
• Institutional Investors Bet Against Sentiment Traders
• PIMCO CEF Update: Swaps Have Become An Income Headwind For Taxable Funds
• Trading The GUSH-BOIL Linkage
• IWM: Don't Think You're Bargain Hunting
• FBCG Is Showing Cracks
• Combining A Stock Portfolio With A Multi-Asset Strategy: Similar Returns But Lower Risk
• KWEB: Down 80% From All-Time High, Starting To Look Intriguing For The Risk-Tolerant
• VCLT: More Than One Way To Win In Corporate Bonds
• The CORN ETF: The Compelling Case For The Coarse Grain
• FREL ETF: Some Good, Some Bad
• Compounders And Dividends: Trading Boats For Trains
• CII: Monthly Distribution And Trading At A Discount
• XLG: A Focused Way To Access The S&P 500's Core Stock Group
• FNDE ETF: Intriguingly Poised
• VSDA: Is This Dividend Accelerator ETF True To Form?
• NPCT: New Multi Asset Fixed Income CEF
• MSOS: Huge Upside With Cannabis Reform On The Horizon
• SLV: Signs Of A Major Low
• EVT: Reasonable Strategy For Today's Economy But Wait For A Price Drop
• TFLO: Still Some Juice Left To Squeeze From This Yield
• DGS: Emerging Markets Small-Cap Dividend ETF, Strong 6.6% Yield And Dividend Growth Track-Record, Cheap Valuation
• Cambria Shareholder Yield ETF Looks Better Than SPY In The Long Term
• Low-Volatility Stocks: What To Know When Markets Become Volatile
• INFL: Strong Inflation Hedge ETF, Proven Investment Strategy
• Invesco Golden Dragon China Portfolio ETF: China Is No Longer Investable
• Positioning For Market Cycles At The Intersection Of Real And Perceived Risk
• Virtus Convertible & Income Fund: Better Valuation, But Still Cautious
• FIW: Water Is Expensive
• The Fickle Influence Of Politics On Stock Prices
• VIG: Good Dividend Growth Fund But SCHD Is Superior
• MIN: Moving From Sell To Hold On This Investment Grade Bond CEF
• Possible Tax-Loss Trades For Flaherty & Crumrine CEFs
• Investment Quiz With A Perfectly Clear Crystal Ball
• EPI: A Better Investment Option
• EVX: Valuation And Quality Issues Under The Hood
• SLYV: Value Is Ahead Of Growth In 2022 Also In Small Caps
• DPG: Underperforming The Index But Might Make Sense If The Price Drops
• Earnings And Cash Flows: A Primer On Free Cash Flow
• FXI: China Is Not Closing To Private Initiative Or To Foreign Investment
• Something Of Value
• KBWB: I Believe U.S. Banks Will Hold Up Well In 2023
• ERY: A Double-Short Energy Sector ETF
• Buying LQD With A 7.5% Discount Via VBF
• Chinese Equities And CXSE Update: Bears 9, Bulls 7
• Putting The Alpha In Seeking Alpha: Covered Calls And JEPI
• USCI: Optimized Commodity ETF With A Surprisingly Strong Performance
• SLX: Good Value In High Yield Steel Stocks Ready To Rally
• A Critique Of Wahed FTSE Shariah ETF's Islamic Regulations
• VCIT: Investment Grade ETF At 5.8% Yield Is A Buy
• Kingdom Capital Advisors Q3 2022 Letter
• CPER And JJC: Copper Consolidates - The Long-Term Trend Remains Bullish
• JCE: A "Hold" But Some Potential Alternatives
• Prometheus Biosciences Best-Now Biotech Bet, Say Portfolio Wealth Builders
• The Inverse Jim Cramer Strategy: Q3 2022 Update
• PDI: Pressured By Rising Rates Yet Poised For A Year-End Bonus Distribution
• NMAI: Deep Discount To NAV But Poor Performance
• CEF Weekly Commentary | Discounts Hit Lows Of The Cycle
• VWO: EM Stocks Are Worth The Risk
• Commodities And Investment Mistakes Even Smart People Make
• KNG: Showing Resilience In 2022
• Fiscal Policy To The Forefront
• PFF: Currently Make Sense Only For Diversification Purposes
• SGOV: Safety During Inflation Limbo
• Could JEPI Be The Best Investment In Volatile Markets?
• ETFs Attract Net New Money For Q3, While Conventional Funds Suffer Net Redemptions
• Big Discounts In The Corporate Credit Market As Fear Overtakes Basic Math In Assessing Risks
• iShares U.S. Energy ETF: A Total Returns Idea (Or Not)
• KIO: 12% Yield From This Fixed Income CEF
• An Eventful Time For Event-Driven Investing
• BLOK Is Generally Aggressive For A Risk-Off Environment
• KBWY: A Cautionary Tale For High-Yield Investors
• TIP: Economic Reality Increasingly Supportive
• FXI: Pick Chinese CEFs Over ETFs
• PFIX: Effective Interest Rate Hedge ETF, Uncompelling Risk-Return Profile
• Invesco BuyBack Achievers ETF: Do Buybacks Generate Alpha?
• Dividend Growth Stocks Offer "Recession Resistance" In A Tumultuous Market
• DJD: Tempting 3.40% Yield, But Lower Prices Likely Ahead
• PDO And XFLT: 2 Closed-End Funds Worth A Look
• MCHI: China Stocks Plunge To Near Decade-Plus Lows Following Xi's Re-Election
• SCHX: A Solid ETF To Ride Recovery And Outperform In Bull Market
• Active ESG Managers: Evangelists Or Hypocrites?
• JEPI: Ignore The Market Pessimism And Buy Its 11% Dividend Yields
• IPO ETF: Risk Appetite In A Funk
• Weekly Closed-End Fund Roundup: BlackRock CEFs Repurchasing Shares (October 16, 2022)
• SPDV: Deep-Value Dividend ETF Yielding 4%
• Fundamental Investing Hits Breakdown Conditions And Buy-The-Dip Looks Broken
• ProShares Short High Yield ETF: An Interesting Way To Play Tail Risk
• HYT: Rights Offering Results Quick Notes
• PTY & PFN: The Paradox Of Cash Appearing To Be Trash
• How Have Inflation-Hedge ETFs Fared This Year?
• ETV: Nice Income Opportunity But Valuation Is Far Too High
• Optimizing Portfolio Construction With Bayesian Analysis
• DIA: Picks Up Steam As Bounce Continues (Technical Analysis)
• NETL: Net Lease Is Outperforming The Broader Real Estate Index This Year
• AOA Still Just Indexes The Broader Market, But Is A Peak Inflation Play
• SHYG: Simple Bond Dividend Reinvestment Strategy For Massive Dividend Growth
• Fidelity High Dividend ETF: Energy Centric Income
• TPZ: Expensive CEF That Has Underperformed
• IYT Transportation ETF - The Outlook Got Worse
• FTXN: Oil & Gas ETF Based On Nasdaq's 'Smart Index'
• Buy QQQ For The Trend Reversal (Technical Analysis)
• Global X Copper Miners ETF: Copper Squeeze Could Be Coming Sooner Than Expected
• My Top 10 Closed-End Fund Holdings: October 2022
• Invesco Aerospace & Defense ETF: A Changing World Order
• BOND: An ETF With The Wrong Strategy At The Wrong Time
• Tekla Life Sciences Investors: 10% Yield And Trading 10.5% Below NAV
• BCV: Deep Discount Could Present An Opportunity
• FFC: 6 Month Checkup On This Popular Preferred Stock CEF
• AOA: Find A Better Way To Invest Aggressively
• VTI: Michael Burry's Warning
• ESGU Costs More But Adds Nothing
• TLT: Get Ready For 5%+ On 10Y Treasury Yields
• URTH By Itself Is Riskier Than You Might Think - 7 Aspects Worth Considering
• SPDN: An Inexpensive Way To Profit When The S&P 500 Falls
• Sustainable Investing: Align Returns With Higher Aspirations
• BUZZ Investing: Back To Bear Market
• Are Smaller-Cap Stocks Due For A Rebound?
• STORE Capital: A Great Place To Store Your Capital
• CEF Weekly Review: Too Good To Be True Funds Usually Are
• COM: Commodity Momentum ETF, Good Performance Track Record, Uncertain Prospects
• Investment Strategy Monthly Insights, October 2022
• Why Are U.S. Equities And The Real Estate Sector Relevant To The Chilean Market?
• Compounders And Dividends: My Top 10 And Portfolio Positioning
• UCO: I See Multiple Reasons Crude Prices Will Move Higher
• SOCL's Stocks Don't Keep Stakeholders Happy
• Investor Sentiment, Default Risk And Stock Returns
• Sustainable Moat Investing: Considering Carbon Risk
• Sustainable Investing: Align Returns With Higher Aspirations
• TYO: Moving From Buy To Hold After Meeting Our Target
• Put Time On Your Side
• AWF: This Fund Can Provide You With Extra Income To Offset Inflation
• IGF Has Resilient Fundamentals, But Multiples Are Too High
• RDVY: These Rising Dividend Achievers Are Too Risky
• U.S. Weekly FundFlows Insight Report: During A Volatile Fund-Flows Week, Equity ETFs Attract A Net $11.3 Billion
• EXD: Premium Is Rising
• RTH: A Ticket To Ride The 'Big 4 Retail Stocks' With Some Diversification
• DHF: High Yield CEF, Long Track Record
• XLRE Is In A Buying Zone For Dividend Investors
• SCHY: PM Liz Truss' Departure Could Induce A Bounce But Risk Reigns
• SCHY: Globally Diversified ETF With Low Risk And Solid Portfolio
• FXI: Headwinds Outweigh Tailwinds
• SOXX: The Semiconductor Glut Is Back, And Growing Quickly
• TBLD: New CEF With A Multi-Asset Portfolio
• EMO: A Solid Fund To Make 7.32%
• ESG In The Era Of Market Uncertainty. Still A Growth Story?
• Aberdeen Standard Physical Silver Shares ETF: A Suitable Melt-Up Candidate
• October 2022 Leveraged ETF Decay Update: A Story In Charts
• VOO Vs. JEPI: Which ETF Is The Better Dividend Investment
• VanEck Vectors Retail ETF: Cautious View
• How My Portfolio Is Holding Up Against The Bear Market
• S&P 500: Yes, Be Careful But Don't Be Too Pessimistic At These Levels
• WOOD Is Also Running Into A Russia Problem
• IFRA: Infrastructure Investors Might Be Getting Lazy
• IYH And IHI ETFs: These 2 Healthcare/Medical Funds Compliment Each Other
• HQH: A Dividend Paymaster That Fails To Register Price Growth
• Leveraging An End Of The Year Market Turnaround With TQQQ
• New Sector Futures Give Traders More Hedging Power
• Eagle Point Credit: The Truth About Stocks And Bonds, And CLOs
• Rose's Income Garden: 13 High Yield Financial Sector Investments
• Impact Investing: How A Fund Of Funds Approach Can Help Address Challenges
• FUTY: Utilities Dashboard For October
• Using Options Strategies In A Rising Rate Environment
• FIVG: Has The 5G Theme Become Cheap Enough?
• The Contrarian's All-Weather Retirement Portfolio - Top Picks By Asset Class
• Once Again, Both Conventional Fund And ETP Assets Under Management Declined In Q3 By A Combined $1.390 Trillion
• LDP: Short Duration Preferred Securities CEF
• JFR: This Fund Should Benefit From Rising Interest Rates
• Europe Prepares For Natural Gas Shortages: UNG Falls Back Into The Buy Zone
• GF: Watch Out For Further Distribution Cuts
• CALF: Strong Small-Cap Value ETF, Industry-Beating Performance
• Islamic Benchmarks Continued To Fall In Q3, In Line With Conventional Indices
• PDO: Still Not Ready To Pull The Buy Trigger
• XLU: Utilities Are No Longer A 'Safety Trade'
• Resource Companies Look To Shake Commodity Volatility
• Terumo And Johnson & Johnson Pair Trade: One With Headwinds, One With Tailwinds
• FTHY: Deep Discount For This Term Fund
• TBX: A Rare Way To Profit From A Bond Bear Market
• EUFN Is Probably Worse Off Than U.S. Focused Financial ETFs
• ARKQ Is In A Buying Zone For Long-Term Investing
• 6 ETFs With Strong, Double-Digit TTM Dividend Yield
• VDC: Consumer Staples Dashboard For October
• Despite A Bumpy Start To 2022, Latin America Outperforms Most Global Markets In Q3 And YTD
• Global X Lithium & Battery Tech ETF Should Do Very Well Over The Next Decade
• FNGD: Fade The Bear Market Rally
• Large-Cap Growth Investing In Today's Market Landscape
• SQQQ May Surge Even Higher As The Nasdaq Breaks Technical Support
• Leadership Of Canadian Value Indices
• URNM Vs. SRUUF: The Best Way To Play The Uranium Bullish Case
• NRGD: Only Useful For Speculation
• The Importance Of Being Indexed
• Value Investing Is Back
• FSD: Attractive Yield But There Are Better Credit Funds To Choose From
• JRI: Attractive Discount In The Real Assets Space
• ETO: Globally Diversified CEF With A History Of Strong And Steady Yield
• A CEF Earning Its Distribution: ETO
• SDS: Investor Metrics In ProShares UltraShort S&P 500 Indicate Caution
• How Fixed-Income Investors Can Position For The Current Environment
• Completion Portfolios: Precisely Aligning Your Portfolio With Your Strategic Beliefs
• GTR: The Year In Review
• ICSH: Why Cash Is Better Than Put Options
• VTV: It's A Low-Volatility Play, Not A Value ETF
• UTF: Infrastructure And Utilities, Essential Even In A Recession
• YCS: Great Momentum But Risks Are Increasing
• XLY: Consumer Discretionary Dashboard For October
• Despite Interest Rate Hikes, ETF Investors Turn To Short-Term Bonds In September
• Highland Income Fund May Get An NAV Pop From The Credit Suisse Litigation
• AIQ: ETF Review And Technology Dashboard
• VFV: Outperform The TSX With The S&P 500
• GSG: Energy-Rich ETF Supported By OPEC+
• Personal Values Aside, Should ESG Matter To Investors?
• RYH: Excellent Mix Of Highly Profitable Companies, Yet With Valuation Issues
• UNG: Freeport LNG Restart A Positive Catalyst But Weather Is The Wildcard
• Every Dip In Gold Has Been A Buy This Century: Timing The Next Rally With GDXU
• Low Buying Levels In SSO Suggest Bear Market May Not Be Over
• Why Does Senator Durbin Hate Plastic?
• EWI: Too Much Gas Fired Exposure And Discretionary Markets
• VT: Stick With VOO For Now
• A Few Reasons To Consider The FCOM ETF
• ECC: The 2 Big Hurdles To Good Returns
• REM: A Concentrated High-Risk Mortgage Play Not Right For A Tighter Lending Market
• A Sheep In Wolf's Clothing
• NRO: Short-Term Troubles But Long-Term Wealth Protection
• BGR: Play The Highest Performing Sector This Year With This Attractive CEF
• BST:  Target Met, Moving From Sell To Hold
• Lack Of Buying In The ProShares Ultra QQQ Implies Bear Market Not Over
• HDGE Vs. SH: 2 Approaches To Profit When Stock Prices Decline
• SLQD: Short-Term Investment Grade Bond ETF, Low Yield, Strong Dividend Growth
• Low Investor Buying In ProShares UltraPro Dow30 Suggests Lower Prices Ahead
• HDV: A Dividend Fund For Energy Bulls
• Rotating VNQI In Your Portfolio
• SPY: Hard Not To Be Bearish
• GLQ: Revisiting A 20% Yielding CEF
• FFC: Deep Discount Appears
• EWQ Looks Like It Can Buck A Trend
• 10 Closed-End Fund Buys In The Month Of September 2022 (Plus 2 I Sold)
• UTG: The Panic Has Started
• CEF Weekly Review: Be Careful When Evaluating Long-Term Performance
• YANG: Big Bear In Little China
• You Can Do A Lot Better Than Buy And Hold
• GNOM: ETF Review And Healthcare Dashboard For October
• The Inflation Hedges That Worked - And Didn't - From 2020 To 2022
• As Perfect Storm Clears Up, Opportunity Emerges In Emerging Markets
• It's Unclear How BRZU Will React To The Election Result
• 5 Best CEFs To Buy This Month (October 2022)
• ICVT Maybe A Little Too Cheap Given The Equity Option
• How To Use Cash In The Bank To Fight Inflation
• IXJ Has A Shot At Earnings Growth But Is Still Too Expensive
• ZROZ's Underperformance Explained
• IUSG Probably Deserved Worse Than It Got
• DBMF: Low Cost, Rules-Based Managed Futures Strategy
• SPY: The VIX Could Reach 40 And Wreak Havoc
• VT: Good Option For Passive Equity Investors
• XLI: Industrials Are Still Overpriced, Except Transportation
• VT: Global Stocks Continue To Sink Amid Hot Inflation Data
• Metrics Of The ProShares Short Russell 2000 Point To Higher Stock Prices
• XLI: Selling Options To Take Advantage Of New Trading Range
• RA: The Distribution May Not Be Sustainable In The Long Run
• Tradeweb Exchange-Traded Funds Update - September 2022
• HYT Rights Offering Results And Implications
• ETJ: Better Relative Performance, But Still Lackluster Compared To Its History
• FTCS: Capital Strength Focused ETF Has Its Flaws
• KXI Will Be Worse Off Than U.S. Focused Consumer Staples
• The 3 Best Index Funds For Long-Term Investors
• RMT: Wait For Rates To Peak To Initiate Position
• Oxford Lane Capital: Don't Buy Until You See Massive Panic (Technical Analysis)
• RMT: Diversified Micro-Cap CEF Generates Strong Yield, Outperforms Market
• U.S. Weekly FundFlows Insight Report: Exchange-Traded Funds Attract Inflows In Back-To-Back Weeks
• FMAT: Materials Dashboard For October
• How Tax-Loss Selling Can Help You Weather A Down Market
• ARKK: Precarious Situation
• VYM: Our Factor Analysis Screams Buy
• ETJ: Good Strategy But Poor Portfolio For Current Environment
• The VDE ETF Will Continue To Buck The Trend In The Stock Market
• EWH: Share Prices Get Dragged Down, But Earnings Are Mostly Positive
• SGOL: Could Benefit From The Growing Specter Of A Systemic Collapse
• RWX: Global Real Estate Might Become Attractive, But Better To Avoid For Now
• EWU, BNDX: What 5% Bond Yields Mean For The UK And The Pound
• United States Copper Index Fund: Watch The Supply Side
• AWP Vs. RNP: 4 Factors And A Verdict
• REGL: Excellent Mid-Cap Dividend ETF, But This Alternative Is Better
• A Possible Bounce In QQQ With TQQQ Less Attractive For Day Trading
• KIE: An Attractive Relative Return Investment In A Rough Climate
• IGSB Bonds Trade At A Discount, But Duration Risk Is A Factor
• SCHD: Buy Here And Ride Through The Coming Recession (Technical Analysis)
• GXC Has Delisting Risks And China Slowdown Risks
• EWT Is Under Quite A Bit Of Pressure
• Avoid USHY Due To Weak LevFin Conditions And Duration Risk
• PBD: Another Clean Energy ETF With Non-Financial Focus
• MGV: Mega Cap Value ETF Review
• QQQ: Positioning For A Major Breakdown
• DBMF: Multi-Asset Class Futures ETF, Outstanding Performance Track-Record
• SCHD: Why I See Merit To Adding In Q4
• CHN: 'Made In China' With A Discount
• CHY And CHI: The Calamos Twins
• NIE: CEF That Combines Growth Stocks, Covered Calls And Convertibles
• HYG: Credit Will Likely Take The Baton From Rates And Cause More Pain
• GUT: This Utility Fund Remains Too Expensive To Recommend
• VGT: The Right Entry Point Hasn't Come Yet
• Credit Investing Looks More Attractive Than Ever (Turn Off CNBC!)
• SMH: Chip Wars Signal Caution
• Free Cash Flow ETFs COWZ And DSTL: Core Long-Term Funds
• HDGE: Actively Managed Short Strategy Fund Is Not Our Favorite Hedging ETF
• PSQ: When Nasdaq Cracks, This ETF Attacks
• India Should Be Competing, Not Depending On China
• An 'All-Weather' Income Portfolio For Any Economic Scenario
• Q3 2022 Option Activity Report: Saying Goodbye To Some Covers
• Sprott Physical Gold Trust: Inflation Hedge At A Discount
• IYK Is Pricing Up While Avoiding Downtrading Effects
• URTH Really Isn't Much Better Than The S&P
• Highlighting Attractive CEFs For Relative Value Switches Or Standalone Holds
• S&P 500 Decarbonization: Drawing The Path To Net Zero
• FEI: Energy Infrastructure Fund Facing Major Risks
• GGN: Great Idea For Right Now In Concept But Generally Poor Execution
• TDIV Valuation And Quality Are Attractive, Performance Not So Much
• IEI Duration Risks Are Becoming Harder To Assess
• PEY And VYM: Both Attractive But I Prefer VYM
• On Shorting Stocks
• VIG: Dividend Stocks Give You A Massive Edge
• Navigating This 100-Year Market
• The End Of TINA And The Beginning Of Alternative Income Options
• Current TQQQ Metrics Still Indicate A Bear Market Bottom
• GUG: Exposing The Same Issues As BCAT
• The ITA ETF: Nuclear Threats And Defense Spending Support The Sector
• SVOL: Time To Dip Our Toes In
• Impact Of 280E On MSO Income
• SCHP: NAV Declines From Duration Risk
• DON: A 2.73% Yielding Mid-Cap ETF With Solid Fundamentals
• VGIT: Distribution Should Double Over The Next Year
• BTO: U.S. Financial Sector CEF Ideal For Investing Over The Long Run
• History Says Now Is A Good Time To Buy Stocks
• QQQM: Stash This ETF Away In Your Roth IRA
• SQQQ Metrics Still Indicate A Bear Market Bottom
• SHV: Short-Term Appeal
• Think Inflation's Ending? Think Again.
• ARKK Will Likely Continue To Struggle
• ERTH: Better To Avoid Due To Valuation, Quality Issues, Inflation Risk
• SCHV: Value Style Mitigates Risks In 2022
• SMH Is An Exclusive Private Club Deserving A Contrarian View
• Top 3 Lessons I Learned From Building My Own DIY Passive Stock Index Fund
• Weekly Closed-End Fund Roundup: Tortoise Tender Offers, RIV Rights Offering, NCZ Distribution Postponed (October 2, 2022)
• Vailshire Partners Hedge Fund Client Memo - Q4 2022
• PIMCO Has 3 National Muni CEFs; PMX Is The Best Value Right Now
• ERC: Target Met, Moving From Sell To Being Neutral
• VGLT: Bonds Have Value In A Doom-And-Gloom Or The Goldilocks Macro Scenario
• SPXX: Strong S&P 500 Covered Call CEF, 7.3% Yield, Uncompelling Entry Point
• ARKW: Tough Times Never Last, But Bad Entry Points Haunt Forever
• RIV Rights Offering Quick Notes
• RNP: An Attractive Income Play
• Why Investors Should Never Purchase Mortgage REITs
• TAN: The Solar Industry Can Shine Through Macro Headwinds
• How I Survived The Bear Market - 1 Year Trading 'The Wheel' Strategy
• GLD: Buy When There Is Blood On The Streets
• JDST Is An Aggressive Way To Approach An Ambiguous Gold Bet
• Strong Dollar Means Buy Abroad - Assessing Foreign Assets
• PIO: Water Is Vital, Yet This ETF Is A Pass
• SCHP: Despite Being An Effective Inflation Hedge, This ETF Is Too Risky
• BIZD Seems Well Positioned For Rising Rates
• DIVO: A Solid ETF For Long-Term Dividend Investing
• VOOG: Bull Markets Are Born From Pessimism
• Contrarian Trade: Value In International Stocks
• GSEW Vs. RSP: 2 Competing Equal-Weighted Large-Cap ETFs
• NCZ Postpones Its Distribution (Again)
• SCHH Is At 52-Week Low, But This Alternative Is Way Better
• FTRI: A 9% Yield ETF Designed To Fight Inflation
• URA: Simple Uranium Index ETF, Strong Growth Prospects, Risks Abound
• DRV: Ultra Leveraged Bet On U.S. Housing's Demise
• ZTR Rights Offering Results
• ITA: Defense Stocks For An Increasingly Dangerous World
• VDY: High Yield, High Concentration
• Buy TLT To Help Save Your Capital
• TECS: Moving From Buy To Hold After A 56% Gain
• AGG: 3 Bond Market Trends
• XOP Vs. AMZA: Upstream Beats Midstream By Only 51%
• CNRG: Strong Tailwinds For This Cleantech ETF
• DIA: The Perfect Storm (Technical Analysis)
• Marijuana Stocks Pop And Drop Post-Pardon News. MJ ETF Continues To Struggle.
• Real-Time Trading And Real-Time Controlling
• PCM: Niche Fund From Pimco, 12% Yield
• Looking Beyond The Growth Stock Shock
• Moat Investing: Don't Ignore Valuations
• Duration: The Time Bomb In Your Portfolio - McKesson And PayPal In Focus
• Access SMID Cap Stocks With Confidence
• Invesco Variable Rate Preferred ETF Follow Up: Performed Worse Than Expected
• SPY: I'm Not Betting On The Bounce Anymore
• SRVR: Tech Exposure Took Its Toll, Risks Remain In The Mix
• FIF: Utility And Energy Exposure Under One Roof
• Growth, Value, And Skewness: Are Growth Stocks A Lottery-Like Bet?
• MSOS: A Pot Legalization Play That Should Be On Your Radar
• FID: Lackluster Dividend Aristocrat ETF
• EEM: Be A Contrarian By Selling Put Ratio Spreads
• SCHO: 2-Year Duration Treasury Fund, 3.7% Yield And Rising
• SPYD: Not A Right Pick For Long-Term Dividend Investing
• CEF Weekly Review: Rising Leverage Costs Remain A Headwind For Some Funds
• This Time It Was Easy: SPIVA Canada
• SPY: 2008 Vs. 2022, Does History Repeat Itself?
• BGY: Income With International Stocks And Covered Calls, But Volatility Reigns
• Lehman And Anti-Lehman Signals Based On S&P 500 And SPY Data
• VXX: Issuance Halt Lifted But Popularity May Not Return To Glory Days
• SPY: 8 Stocks To Watch This Earnings Season
• Being Right Being Wrong
• U.S. Weekly FundFlows Insight Report: Taxable Bond ETFs Attract Their Largest Weekly Net Inflows Since December 21, 2021, For The Fund-Flows Week
• Asset Allocation And Nuclear Threat
• Rose's Income Garden September Review; 46 Companies Paid, 8 Raises: 5.7% Dividend Yield
• The PDI And PTY Dilemma
• Equity CEFs: Why MCN Should Be The Fund At A 69% Premium
• ESG: Some Assembly Required
• Reducing The Economic Impact Of Natural Disasters
• IEO Is A Little Weaker On The Refinery Side
• RYE: Simple, Diversified Equity Energy Index ETF
• VLUE Shows That Value Is The Only Way To Approach The U.S. Market
• RYLD: A Covered Call Strategy For Rising Rates
• HDEF: 6.5% Yield ETF Lagging Its Competitors
• The Month In Closed-End Funds: September 2022
• PBW: An Alternative Energy ETF With High Growth Potential
• NDP: An Energy Play With A Tender Offer Kicker
• My Portfolio September Update: 5 Buys, 2 Sells
• Invesco KBW Bank ETF: Underlying Conditions
• DoubleLine Yield Opportunities Fund Looks Attractive At 8.81% Discount To NAV
• Trade Like Alan Lowenthal
• Revisiting FAS: Direxion Daily Financial Bull 3x Shares ETF
• TMF Sell-Off Ends: Reversal Is Coming
• BlueLinx Holdings: Repurchase Of Early-August Recommendation
• Schwab U.S. Broad Market ETF: A Solid Core Holding But Better Options Exist
• RIP TINA. Municipal Bond Yields Are Near 14-Year Highs. VTEB A Quality Choice
• Korea Fund: Rare Opportunity To Pick Up Quality On The Cheap
• BCAT: When Share Repurchases Work
• Re-Examining Tactical Asset Allocation
• UTRN: An ETF Managed To Capture Short-Term Price Reversals
• BGH: A Short Duration High Yield CEF From Barings
• EWJ Invites Consumer Discretionary Concerns
• BAB: Justifying A Bull Thesis Here
• Dissecting The Divergent Performance Among Latin American Fund Managers
• QYLG: Nasdaq 100 Covered Call ETF, Fully-Covered 6.4% Dividend Yield, Moderate Upside Potential
• IVV: Not Now, Not Yet
• Three Common Mistakes Investors Make - And How To Avoid Them
• Introducing The Global X Russell 2000 Covered Call & Growth ETF (RYLG)
• XYLD: Poor Performance Relative To Alternatives
• Equity Funds Post Their Third Consecutive Quarterly Loss, Declining 5.89% For Q3 2022
• EWA Isn't The Best Way To Play Financials
• SPHY May Have A Place In Your Portfolio
• EPS: An Earnings-Weighted Large-Cap ETF That Hasn't Worked
• XLV Option Strategy: Selling That Put Skew
• TYO: The Fed Is Not Done Yet
• OPP: Rights Offering Results Quick Notes
• Weekly Closed-End Fund Roundup: OPP Rights Offering Results, FEO To Liquidate (September 25, 2022)
• Still Standing: The Dollar As A Hedge
• PBW: Clean Energy ETF With Non-Financial Focus
• JOET: Mixing Quality And Momentum
• Deleveraging To Build Back Better
• ECH Is Substantially A Copper Bet, Chilean Political Risks Reduced
• HIPS: It's Hard To Make A Good Recipe With Bad Ingredients
• Trade GUSH And Buy XLE As The OPEC+ Meeting Looms
• EWL Is A Mediocre Blue-Chip Europe Exposure
• 3 Strong Energy ETFs For Conservative And Aggressive Energy Bulls Alike
• Unmanaged ETFs/Mutual Funds May Not Be Your Best Choice Now
• ONLN: No Retail, No Cry
• These 5 CEF Types Are Less Vulnerable To The Spike In Short-Term Rates
• XYLD: Volatility-Adjusted Distribution Provides More Excess Return Than QYLD
• Have The P/E Ratios Of S&P 500 ETFs Dropped Into The Buy Range?
• Choosing Closed-End Credit Funds Over Equity Funds: Collecting Real Cash Vs. 'Eating Your Seed Corn'
• Calamos Investment Team Outlooks, October 2022
• RYLD Vs. IWM: When To Pick Which And Why
• ETF Reliable Retirement Portfolio-The Quarter Everything Collapsed: 2022 Q3 Update
• DNP And UTG: A Switch Makes Sense
• Go With The Flow: Take Advantage Of The Strong Dollar With These 3 International ETFs
• SPY: Is It Worth It To Buy Puts Now?
• QQQ And SPY: Major Market Bottoming Signals Forming Now (Technical Analysis)
• Begin To Dollar-Cost Average The Equity Process - Weekly Blog # 753
• Cornerstone Total Return Fund: Save Yourself A Headache
• EAD: A Classic Leveraged Loans / High Yield Bonds CEF
• XOP: Skewed Iron Condor (Bullish) Is Our Play Here
• GSEW: Smart Beta Not Supportive Of Higher Returns, Lower Volatility
• BIL: Keeping Powder Dry
• COWZ Vs. TTAC: Highlighting The Importance Of Cash And Active Management
• DGRO: Solid Competitor To SCHD
• FEO To Liquidate
• September AAII Asset Allocation Survey: Equity Exposure Modestly Declines
• ARKG: Too Hard To Pin Down, Too Volatile For Comfort
• 3 Short Maturity 'Cash-Alternative' Funds
• Beware Of Unexpected Holdings In Synthetic ESG Products
• Investing Through Turmoil
• BCX: Buy The Dip With Commodities Strategy CEF Ready To Rebound
• NLR: More Of A Utility Play Than A Uranium ETF
• QQQ: The Tech Crash, Where Is The Bottom (Technical Analysis)
• BST: Private Investments A Drag On Near-Term Performance
• SFY Is A No-Go As Rates Rise
• Investing Alongside Great Capital Allocators: A Portfolio
• Bitcoin Rallies During Q3, Finishing Out Of The Limelight. GBTC Continues To Struggle
• FLIN Should Be On Your Watchlist As India Gains Clout
• IDV Is Decent Value And Great Income
• Examining NTSX As A Substitute For SPY, Maybe
• PTA: A Leveraged Income Play With Good Sectoral Exposures
• DTH: Beaten By Inflation
• ARKX: Revisiting Cathie Wood's Intergalactic ETF
• BNDW: Global Bond Index ETF, No Compelling Investment Thesis
• RQI: A Worthwhile REIT Fund
• SCHM: Mediocre Mid-Cap ETF, IJH Looks Better
• XFLT: CLO Pricing Improves Probability Of 6% Annual Returns From Here
• TTP: An Updated Look At This High Yield Pipeline And MLP Fund
• Headwinds For SPUU And Leveraged ETFs: October Drift Dashboard
• IVV: S&P 500 Dashboard For October
• PPT: Putnam Announces A Share Repurchase Program
• VSS Has Developed Market Exposures But Questionable Forward Earnings
• My Current View Of The S&P 500 Index: October 2022 Edition (Technical Analysis)
• Bear Market Stokes Severe Risk Of Higher Portfolio Income
• IGA: Value-Oriented Portfolio Leading To Outperformance
• EWU: The Crowd Says Britain Isn't Investable. That's Why I Bought It
• QYLG: Buy Write Not Right Just Now
• Time To Ditch The 60/40 Rule
• How To Aim For A Million Dollar Portfolio And Retire At 62
• MVO: Watch Oil Market Fundamentals, Not The Dollar Value
• CEF Weekly Review: Can A Treasury Hedge Mitigate The CEF Pain?
• DIA: Fundamental And Technical Signals Speaking (Technical Analysis)
• SPY: Macro Looks Bad, But Negative Sentiment Is Exhausted
• DRN Might Be A Little Too Aggressive
• Dimensions And Insights: Your Growth Story Includes DEI
• VTI Vs. SPY: The Divergence And What It Means
• SCHZ: The Problems With Bonds Continue Into Q4
• Why I Bought RQI This Week
• VTV Vs. VUG: If We Are Entering A Recession, Is Value Or Growth The Better Bet?
• EFG Doesn't Look Great Compared To Other European ETFs
• DBGR: Portfolio Of Well-Known German Companies, But Fails To Deliver
• CIBR Is The Last To Go, Positioned Secularly
• SPYG: How Much Do You Like Apple, Microsoft, And Amazon?
• ETB: Moving From Sell To Hold After The Premium Collapse
• Equity CEFs: EXD Better Than A Municipal Bond Fund
• SDIV Is A Dividend Yield Trap
• Vanguard Total World Bond ETF: A Core Holding
• DSL: High Yield Generating DoubleLine Multi-Sector CEF Available At Discount
• Cornerstone Strategic Value Fund: Expect A 2023 Distribution Cut
• CDC ETF: Large Cap Dividend Exposure With Less Risk? Not So Sure
• Growth Stock Rout Resets Valuation Landscape
• Navigating To A Soft Landing Amid Turbulence
• U.S. Weekly FundFlows Insight Report: Both Conventional Equity And Taxable Fixed Income Funds Suffer Largest Weekly Outflows Of 2022
• VAW: Diversified Materials Equity Index ETF, Strong Performance Track-Record, Cheap Valuation, Some Inflation Protection
• USFR: Payout Grew Over 200% Since May, Should Grow Further
• My CEF Income Portfolio - Squaring The Circle
• QID For Shorting The Nasdaq And PSQ For Insuring Your Portfolio
• TFLO Went From Being A Money Dump To An Active Play
• ACES: A Decent Clean Energy ETF (And A Better One)
• FVD: How This $12B Dividend ETF Takes 10% Of Your Gains
• SH: An ETF Offering A Straightforward Way To Attack Bear Markets
• First Trust Aberdeen Emerging Opportunity Fund: Starving For Yield
• Bitcoin Is A Commodity; It Will Keep Declining Like All Other Commodities
• Compounders And Dividends: Building A Watchlist
• China Is My Contrarian Pick
• The $700-A-Month Portfolio Building Strategy For Retirement - Sept. 2022 Update
• IYW Will Feel The Latent Consumer Hit
• ARDC: An Attractive Income Profile For This 9.9%-Yielding Credit CEF
• IYR: How To Take Advantage Of Recent Carnage
• SPE: An Attractive Discount For An Interesting Fund
• RFI: The Unleveraged CEF From Cohen&Steers
• SPY: I Bought The Dip
• ARKG: A Genomic Revolution Fund For Long Term Growth Seeking Investors
• UNL: Over-Priced Natural Gas ETF
• LTPZ: Long-Term TIPS Fund, Fully-Covered 9.0% Dividend Yield
• A Lesson In Ratios And ETF Liquidity
• VDE: Energy Looks Good To Me In Q4
• The Contrarian's All-Weather Retirement Portfolio
• Weekly Closed-End Fund Roundup: OPP Rights Offering Expires (September 18, 2022)
• Diversification: Protecting You From Yourself
• FEZ Doesn't Properly Reflect Europe's Exposures
• IEUR Shows That Europe Is Nearing A Bottom
• CDC: 4% Estimated Yield And A Check-Up After September's Reconstitution
• AFT: More Distribution Boosts On The Horizon And An Attractive Valuation
• RNP: Robust REIT Equity CEF
• Uranium Stocks Are Decoupling From Broader Market Gloom
• SPLV Should Do Its Job, But That Doesn't Mean It Will Be Profitable
• PIMCO CEF Update: PAXS Follows PDO With A Big Distribution Hike
• HYEM And The Impact Of The Dollar Wrecking Ball
• How Tech Giants Become Value Companies
• Tax Loss Harvesting Strategies That Could Up Your Portfolio's Growth Potential
• MORT: mREIT Index ETF, Fully-Covered 13.4% Dividend Yield, Excessive Risk
• Investment Strategy Monthly Insights, September 2022
• TLH Got Pounded By Rate Hikes, But Likely Not Enough
• SLQD Should Probably Be Cheaper
• Real-Earning Yields Of ETFs Suggest Painful Downside Ahead
• Micron: Previewing Its Quarterly Earnings Call Under Expanding Macro-Driven Inventory Corrections
• GBIL: Rate Hikes Delivering Larger Monthly Distributions
• TLT: JPOW, In The Fed, With A Blunt Tool, Just Killed TINA
• QYLD: The One Market Condition That Justifies It
• Consumers Not Backing Down Fast Enough - Discretionary ETF VCR Outperforms SPY Since June
• RLTY: The Discount Has Gotten Too Large
• The Fallacy Of Inflation Protection Through Dividend Yields - Altria And Houlihan Lokey In Focus
• CALF: Better Balanced After Latest Reconstitution
• CEF Market Update: Where Things Stand In This Drawdown
• SRET Hit By Asset Value Declines
• DVYE ETF: Macroeconomic Environment Is Unkind To Emerging Markets
• OPP Rights Offering: Mediocre Take-Out
• VXUS Vs. VEU: Vanguard ETFs Use Different FTSE Indices But Get Same Results
• Redefining Sector Neutral
• WTSY: The Digital Fund Opportunity
• Quality Closed-End Fund Report, September 2022
• Investing In Secular Trends: Reshoring And The Reversal Of Globalization
• VOE: Mid-Cap Value Stocks Are Underpriced But Poorly Positioned
• U.S. Weekly FundFlows Insight Report: Non-Domestic Equities Report $3.8 Billion In Outflows, Their 24th Straight Weekly Outflow
• SPXU: When Inverse ETFs Are Useful
• 60/40 Portfolios: Down, And Likely To Get Worse
• GOF: Unsustainable Premium To NAV
• PAVE: Infrastructure ETF, Cheap Valuation, Strong Growth
• ZROZ, TLT: Contrarians Are Locking In 3.5% Fixed For 30 Years
• FILL Beats XLE On Diversification
• PFM: Fundamentals Looking Strong
• Investing Into Oblivion
• EVG: Short Duration Multi-Sector Bond Fund, But Caution Warranted
• VEU: Foreign Stocks Are Cheap For Good Reasons
• INDA Vs. INDY: Choosing The Best S&P 500-Beating Indian Equities ETF
• PGX: Preferred Stock Fund With Stable Price And Steady Yield
• UGA: A Gasoline Price Exposure Not For Timid Investors
• QYLD: What To Expect Once Equity Markets Recover
• XRT: Retail Stocks Are Undervalued But Face Macro Headwinds
• Avoid Treasuries And TIPS - Invest In These Stocks
• DVYE: Emerging Market Dividend Stocks Remain Undervalued
• VTWO Vs. VXF: Comparing 2 Non-Large Cap ETFs
• Every Stock Is ESG But Only Some Are 'ESG' - And It Matters
• BIT: When Zero Duration Does Outperform
• TUR Looks Like It Could Be In For A Wild Ride
• STK: Target Met, Moving From Sell To Hold
• Painting A Picture With Oil - What Is USO Telling Us About The World?
• SPY: I Covered The Short Position
• DBA: Good Returns, But Not For Hedging, Nor For Wealth Creation
• XLE: The Market Doesn't Care About What Energy Bulls Think (Technical Analysis)
• Higher Rates For Longer, A Clear Headwind For PNQI
• Cash Gains Popularity During The Fund Flows Week
• CEF Weekly Review: Why Rising Leverage Costs Are Not To Blame For Low Returns
• Why I'm Not Buying The JPMorgan Equity Premium Income ETF
• CLM And CRF: Still Too Expensive To Buy Now
• Vanguard Total Bond Market ETF: Buyable In 2023
• JPS: Strong-Yielder CEF Trading At A Discount
• Don't Be A Fool: Pause Stock Purchases And Load Up On Treasuries
• Is Thematic Growth A Crazy Response To High Inflation?
• UTF: Caution Warranted From Rising Rates
• MOAT: Performing Slightly Better Than S&P500, But Downside Risk
• VTI: Spooked By The Fed And Recession Fears For Long-Term Investors To Capitalize
• Grains Zig When Stocks Zag - Teucrium CEO Sal Gilbertie
• VGK: Deutsche Bank Sees Brutal EU Economic Contraction In 2023, Yet It May Still Be Overly Optimistic
• PTNQ Is Better Than QQQX For Investing In Volatile Tech Unless You Favor Income
• VB: Patience Will Eventually Pay Off
• Apple's Pro-Merit Activist
• ProShares UltraShort Real Estate ETF: A Fund For REIT Pessimists
• JEPI: A JPMorgan Fund Yielding Over 10% And Outperforming The S&P
• VIG: Comparing It Vs. DGRO, DGRW, And SCHD
• The Leap - Getting Into Markets
• HYT: Rights Offering Quick Notes
• Taking Stock: Q4 2022 Equity Market Outlook
• Weekly Closed-End Fund Roundup: ZTR Offering Expires (September 11, 2022)
• Climate Considered: Sustainable Investing
• Value's Resurgence In The S&P/ASX 200
• Climate Considered: Emerging Markets Investing
• GNR: Natural Resources ETF, Strong Inflation Hedge, 4.5% Yield
• Investing With Neff's Contrarian Screening Strategy
• KRE: Regional Banks Didn't Do What I Hoped They Would
• SPXL 3x S&P 500 ETF: Best Of All Leveraged Longs
• Unpacking Your Portfolio's Exposure To China
• UVIX: Leveraged Volatility ETF Has A Specific Function
• The Effects Of Diversifying With Cryptocurrencies
• SPLV: Low Volatility ETF Is Trouncing The S&P 500
• ECAT: A Multi-Asset Fund With An Enticing Discount
• BKLN: Widening Spreads Offset Rising Rates
• IGV: More Headwinds Ahead
• Great Results From The ZTR Rights Offering, Reiterate Buy
• BUZZ Investing: Rising Sentiment For Nuclear Stocks
• IGV May Take A Latent Hit
• How To Invest In Emerging Markets In Volatile Times
• FDEU: 6.86% Yield, 12% Discount And A Contingent Conversion Vote In 2023
• XLF: A Lot Of Bad News Is Already Priced Into Financial Stocks
• QQQJ: Late To The Party, Still Vulnerable To Hawkish Pressure
• The SPY Game - Or How I Stopped Worrying And Learned To Look Up
• BSTZ: Sell Now If You Want To Be Able To Sleep At Night
• PSQ: The QQQ Could Wither
• BME: Overpriced Health-Care CEF, Paltry 6% Yield
• ArrowMark Financial Corp: An Interesting Operation At A Deep Discount
• COWZ: Better Value ETF Than IWD
• IGR: A Risky Choice For The 10% Yield
• XHB ETF: Breaking Down An Imploding Housing Market
• MOAT: Still Not Appealing After Q3 Reconstitution
• Is QQQ ETF A Buy Or Sell While Down Over 20% This Year?
• Finding Stocks With Staying Power: The Quality Dimension
• Value Is Back In Style After Summer Setback
• Oil And Corn Drive Inflation Expectations
• SHY: The Inflation Fight Has Already Been Won
• IBB ETF: On Sale And Rich Option Premium To Boot
• IEFA Gets Some Things Right, Multiple Is Low
• VO: Examining The Mid-Cap Potential
• Large Cap Momentum: High Alpha But At Higher Risks
• Consistency Counts: Ranking 73 U.S. Large-Cap ETFs
• Amazing Yields In Inflation-Protected Treasuries. Part 2
• BLW: Impact Of Share Repurchase
• PDI: Likely More Short-Term Pain Ahead
• Pursuing Inflation Resilience In Multi-Asset Strategies
• LTPZ: Rising Yield, Increasing Risk
• BCAT: Deep Discount And Diversified Exposure
• ACP: 30% Return In 2 Years If You Can Stomach Volatility
• The Russell 2000: Negative Alpha, Who Wants That? Maybe Traders
• IYH: Healthcare Dashboard For September
• JPC: A Mixed-Asset Income CEF From Nuveen Available At A Discount
• GOVT: A Sane Geopolitics Bet, But Duration Is A Critical Issue
• Rose's Income Garden Sector Review - Information Technology
• PCN: Much Better Entry Point Than A Year Ago
• If You Own Vanguard ETFs/Mutual Funds, Check Your Holdings Closely
• SFDR: Takeaways From The Implementation Of ESG Regulation
• What Makes A Good ETF? The Play's Not The Only Thing
• Sell USO, Buy XLE Instead
• Sticking With Reduced Risk-Taking
• Life Expectancy Declining At Some MSO Companies
• QMOM: Defied Hawkish Pressure, Yet There Is Something To Dislike
• USA: We Are Not There Yet
• DBC Is A Scale-Down Buy If The Fed Makes Another Tragic Miscalculation
• VOO: Fresh Lows Could Be Ahead
• DAX: Energy Prices Destroy The Competitiveness Of German Companies
• PTY & PFL: Looking For Yields In All The Wrong Places
• ARK Innovation: Music Stopped, But Still Buying The Dip
• The Transaction Costs Of Trading Stocks: A Primer For Retail Investors
• Is The Nasdaq In A Bear Market: One High Frequency Indicator Says Yes
• USA Vs. ASG: Higher Yielding Equity Funds
• RWJ: Leading Small-Cap ETF With Deceptive Track Record
• IWM Vs. SPY: Which ETF Is The Better Buy?
• Collecting Option Premium With A Batch Of Trades Expiring Worthless
• VOO: Inflation And Interest Rates Suggest Caution
• IJS Actually Gives A Solid Small-Cap Discount
• RHS: Consumer Staples Dashboard For September
• VOO: A Double Bottom May Be Forming But That's Not A Reason Not To Invest
• QQQ: Summer Glory To Fade Off In Fall Obscurity?
• Bonds: Not Just For Safety Anymore
• VUG: Every Growth Fund Has Its Thorn - Inflation
• Planning For Rising Stock Prices - Weekly Blog # 751
• XHB: Big Volatility Expected This Week As Key Data And Corporate Earnings Hit The Tape
• XYLD: Unsuitable For Retired Investors Due To Dividend Decay
• Stocks, Commodities, Bonds, And Fed Tapering
• OPP And RIV: Time For A Swap
• RVT: 9.1% Yield Small Cap CEF, Attractively Discounted Price
• OUSA: Low-Yield, High-Quality Dividends
• TLT: Long-Term Treasury Prices And Rates Have Normalized, Approaching Buy Levels
• SPY: Looking For The Next Bounce (Technical Analysis)
• S&P 500: This Bear Market Is About To End (Technical Analysis)
• S&P 500: Not As Bad As It Seems - Don't Fall Into The Bearish Camp
• KBE: Banks Outperform As Rates Rise, New Market Leadership Possible Into Year-End
• FV: Otherwise Strong Strategy, Yet Mixed Returns, Burdensome Fees
• ADX: When The Market Falls, Keep Buying More Of This 6% Yielder
• PEO: Natural Resources Exposure, Significant Weighting In Oil Majors
• Vanguard FTSE Europe ETF: Time To Start Looking Beyond The Gloom
• USMV Is A Quality Factor
• SPXX: Have Buy-Write CEFs Actually Cushioned The Bear Mauling?
• BLV: Bookmark This ETF As We Approach 2023
• 5 Best CEFs To Buy This Month (September 2022)
• Invesco India ETF: The Positives And Negatives Of A Strengthening Dollar
• IHDG Vs. IQDG: 6-Month Update
• OILU: Likely To Bring An Outsized Christmas Present To End The Year
• Invesco DWA Energy Momentum ETF: Best Near Capital Gains Likely
• GLDM Has Held Stronger Levels Than It Deserves
• SJB: Inverse Bond Fund Rallies As Interest Rates Climb And Credit Spreads Widen
• IWD Is A Resilient U.S. Portfolio
• Equity Woes Continue
• Fund And ETF Investors Give World Equity Funds The Cold Shoulder In August
• CEF Weekly Review: What's Behind Loan CEF Discount Underperformance?
• DGRO: Solid ETF, Dividend Growth Should Resume Shortly
• Is Your Portfolio Properly Diversified?
• KWEB: Valuation And Technicals Improving, But Still Too Early To Buy
• Dare To Dream: Can QQQ Make New All-Time Highs In 2023?
• GLO: Recovery Doesn't Seem Likely
• PDT: Strong Yield, But High Expense Ratio
• ARKK: The Quiet Before The Storm
• VGT: Technology And Communication Dashboard For September
• EDV: Rising Risk Of Inflation Whipsaw Increases Attractiveness Of Long-Term Treasuries
• AOR: The Viability Of The 60/40 Portfolio In Today's Environment
• ProShares Ultra VIX Short-Term Futures ETF: Don't Be Lured In
• Large Cap Funds Bleed $9.0 Billion, Their Fourth Largest Weekly Outflows Of 2022
• Conversational Alpha: Fintech Is Revolutionizing Money
• VIGI: Reasonable International Dividend Growth ETF, But Better Choices Out There
• Buy JJC On The Dip: The Fed Will Continue To Overreact To Inflation Data
• Portfolio Performance: 43% 3-Year Compound Annual Return
• BHK: We Are Not There Yet
• JETS: Bulls Try To Take Charge, But Patience Needed Before You Should Get Long
• 60/40 Rebalancing Timing Luck
• BND: Bonds On The Verge Of Another Fall
• IWO: Don't Buy, But These 5 Growth Industries Show Promise
• Invesco PHLX Semiconductor ETF: What To Consider?
• TIP: Solid Yield With Potential For Capital Gains
• The Franklin International Low Volatility High Dividend ETF: Worth A Look
• IOO Is Way Ahead Of Itself
• NOBL: This ETF Fights Against Inflation
• IUSV And DBMF: How To Hedge A Value Portfolio With Managed Futures
• HYB: Fully Covered 8.53% Distribution Yield
• EPI: Hard To Pass Up, But Read The Warning Labels
• MXI: Materials Dashboard For September
• VIS: Industrials Dashboard For September
• Euro Parity And Risk Management
• JNK: Yield To Maturity Now 8.4% And Things Are Warming Up
• VXX: Know What You Own
• PCK: Large, Short-Term Return Tells Me To Be Cautious
• Invesco S&P 500 BuyWrite ETF: Disappointing, As Expected
• The Inflation Reduction Act: A Green Catalyst
• BNO: An Exposure In Brent Crude With Even More Risks
• QQQX & QQQ: Substantial Downside Ahead
• UTG's 2.1% Dividend Yield Is Not High Enough Given Utility Risks
• PHT: High Yield Fund With Catastrophe Bonds
• TBF: Inverse Bond Funds Still Have Room For Gains
• SPY: The Next 10% Move In The S&P 500 May Be Lower
• India Fund: Market Slowly Realizing The True Potential Of India Focused CEFs
• FINS: Why This 8%-Yielding Higher-Quality CEF Is Now A Good Fit
• ACV: Opportunity For The Long-Term, But Discount Tightens
• TLT, ZROZ: Duration Is A Double-Edged Sword
• RYU: Utilities Dashboard For September
• FDIS: Consumer Discretionary Dashboard For September
• Tradeweb Exchange-Traded Funds Update - August 2022
• Why The CPI Sent The Dow Down By Over 1,200 Points
• XLU: Suddenly, Utilities Rock
• DSTL: A Second Look At The Outperformer And Its Risks
• Defense And Volatility
• EXD: When Selling Volatility Is Expensive
• UCO: A Double-Barreled Oil Price Exposure
• DIVZ: A New, High-Flying Dividend ETF Worth Watching
• Get Ready For The Fed's Pivot By Going Long PSLV
• VYM: How Does It Compares Vs. SCHD?
• With 'Bear' In Mind: Shorting European Equities Via EPV
• VNQ: The Market Is Offering Another Fantastic Buying Opportunity (Technical Analysis)
• 5 Closed-End Fund Buys In The Month Of August 2022
• Thoughts On The Japanese Yen At 145
• DIVB Doesn't Look Like A Yield King
• The Art Of Being Vaguely Right
• VFQY: Strong Fundamentals, Average Performance
• FIF: Energy Infrastructure Fund With A Utility Sector Tilt
• Turning Less Into More: Revisiting Equity Risk In A Volatile Year
• IXUS Gives You Geographic Diversification, But Worry About Forex
• Teaching Financial And Investing Acumen To The Next Generation
• Consult With Your Top Investment Advisor: Your Spouse
• RPAR Risk Parity ETF: Buy The Fear
• EFA: Outlook For The EAFE Index Is Improving
• JHI: Solid, Dull, Boring, 'Your Father's Oldsmobile' (A Primer On Default And Loss For Bond Investors)
• NUGT: Gold Encounters Awful Time To Buy
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• DIV: This ETF Puts 6.5% Back In Your Pocket
• SMM Saga Nears Its End
• iShares MSCI Indonesia ETF: Best Vehicle For Indonesia
• XBI: Risk/Reward Still Favorable
• Tesla: Auto Builders' Best Near-Term Capital Gain Prospect
• SMH Vs. SPY: Time To Step Up From QQQ
• XLP: Sector Overvalued And Earnings Headwind From Inflation
• SPY: I'm Not Buying This Bounce
• DHS: Outperforming In 2022
• SCHD Vs. VYM: Which ETF Is The Better Buy?
• BOTZ: Growth, Yen Bulls Beware
• Weekly Closed-End Fund Roundup: September 4, 2022
• IHAK: Cybersecurity And Cloud Go Hand In Hand
• AMLP Has Outperformed The Markets In 2022 While Yielding Over 7%
• PICK: Good Time To Add A Mining And Metals ETF, This Pick Pays A 9% Yield
• I Prefer DIY Vs. PUTW, The WisdomTree CBOE S&P 500 PutWrite Strategy ETF
• Economic Headwinds: How To Position Your Portfolio
• Got Gas? BOIL Is Set To Soar
• HOMZ: Owning A Home Is An Essential Part Of The American Dream
• What's The Fuss With I Bonds?
• KYN - Leveraged Play On The MLP Asset Class, 8.3% Yield
• LQD: Another Year Passes And Corporate Bonds Remain Hard To Justify
• VBK: Small Cap Growth Stocks Are Not Overvalued But Poorly Positioned
• ARK Innovation ETF: The Plot Thins
• CEF Weekly Review: MLP CEFs And Portfolio Diversification
• VNQ: Why I Can't Bring Myself To Buy This Real Estate ETF
• ICSH Is Basically A Money Market Fund
• USMC: An In-Between Vehicle
• BIV: Bond Market Braces For Incoming CPI Data And The September FOMC Rate Decision
• XSD: U.S. Semiconductor Stocks Still Offer Opportunity And Potential Returns Of Over 10%
• VPU: Energy Isn't The Only Winner In 2022, Utilities Are Too
• ICSH: Back To Delivering Positive Returns, Dividend Yield Becoming Significant Again
• IHDG: A Global Dividend ETF Mitigating Currency Risks
• IYT Is Pretty Exposed To Unions
• SPY: Positive Reversal Signal (Technical Analysis)
• FDD: Overweight In Financials And Lagging Its Peers
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• Investors Flock To Large-Cap And Dividend Paying Equity Funds So Far In 2022
• Can The VanEck Uranium+Nuclear  ETF Re-Energize Your Portfolio?
• DBO: An ETF For Oil Trading
• SWAN: The Decay Is Real
• MLPA: Strong And Steady Yield Backed By Scope For Capital Gains
• ARKK: Refusing To Fall Below May Lows - Buy This Pullback
• Latest Memo From Howard Marks: The Illusion Of Knowledge
• Smart Rights Offering From HYT
• TQQQ: A Tool For Swing Traders
• BlackRock Science and Technology Trust: Further Losses Around The Corner
• SDOG: Picking Dogs Of All Kinds
• TQQQ: This Is A Pullback You Shouldn't Miss Buying (Technical Analysis)
• My Dividend Growth Portfolio August Update: I Sold Some Apple, Here's What I Bought Instead
• XME: Resource Stocks Holding Up Despite Dire Macro Calls
• Moat Stocks Remain Ahead In Volatile Market
• SPGP: Risky Financials Now Define This GARP ETF
• VNQ Vs. RIET: What's The Best REIT ETF?
• VIOV Vs. RZV: Getting Too Fancy In The Small-Cap Value Space
• QQQ: Key Data Points Convey Trouble
• U.S. Weekly FundFlows Insight Report: Conventional Fund And ETF Investors Continue To Shun Equities, Redeeming A Net $12.9 Billion For The Fund-Flows Week
• KBWD: High-Yield Financials ETF, Strong, Fully-Covered, Growing 9.7% Yield
• DES: Showing Resilience In 2022
• DRIV: Our Only Complaint Is That This EV Fund May Not Be Bullish Enough
• 3 Reasons To Consider REMX And Another Reason To Proceed With Caution After Recent Correction
• PDO: This Skeptical Mind Does See Some Upside Potential
• DBMF And KMLM: 2 Alternative ETFs We Simply Can't Dislike
• FTEC: A 5-Star Tech Fund With An Excellent Track Record
• SMOG: A Well-Diversified Bet On The Energy Transition
• Macro Dashes: SPY Should Double Bottom Or Worse On Energy Inflation
• GLD And SLV: NOT A Buy Now Despite Scary Headlines
• FOF: An Elevated Valuation From This Otherwise Interesting Fund
• Benefiting From Backwardation: USO As A Hedge
• BKT: MBS Bonds Will Continue To Be Under Pressure
• My Portfolio August Update: 3 Buys
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• Green's Portfolio: CEFs And Swing Trading Getting Me Through This Bear Market
• REMX: Cautiously Bullish On This Global Rare Earth/Strategic Metals ETF
• FCG ETF: Prime Energy Exposure With A Fantastic Valuation
• SZC: An Attractive Play In The NextGen Energy Infrastructure Space
• Factors Are Making A Comeback
• Rose's Income Garden Out Performs SPY 15.4% With Income Yield Of 5.3%: August Update
• Bill Ackman's Pershing Square Hedge Fund Looks Compelling At A 35% Discount
• VTV: Most Diversified Value ETF, But Better Choices Out There
• SILJ: Risks Surround This Long-Term Winner
• The Month In Closed-End Funds: August 2022
• Global X MSCI Nigeria ETF: Hold If You Must
• IRBO's Low P/E Comes From China, Telecom And Old-Guard IT Industry
• VXUS: Foreign Stocks Down 23% YoY, Often An Ideal Time To Buy
• Voya Emerging Markets High Dividend Equity Fund: Notable Themes
• USRT Is Solid, But Self-Storage And Staffed Care Could Disappoint
• BDJ: Trading Away Upside
• Aberdeen Australia Equity Fund: Watch The Housing Market
• GDL: Equity Merger Arbitrage CEF, 5.9% Yield
• PID: A Leading Global Dividend Growth ETF
• AWP: Strong And Steady Yield, But Likely Unsustainable
• BSV: Why It's The Largest Holding In My Portfolio
• IHF Is Ultimately Well-Placed In The Current Environment
• Will September Outline A Major Bottom For SPY And U.S. Markets?
• PBJ: A Tasty Consumer Staples ETF That's Delivering In 2022
• FCG: Highest E&P Exposure
• The Good Business Portfolio: 2022 Second Quarter Earnings And Select Company Reviews
• HTD: Utilities And Preferreds Provide Income Stability
• EWZ: Delta Neutral Trading Opportunity
• ILF Is Commodity Levered, But Otherwise Resilient
• XLK And XLY: Don't Fear This Pullback - Buy Hand Over Fist (Technical Analysis)
• Equity CEFs: DDF Shareholders Got Thrown Under The Bus
• SPSB Vs. SPLB: Comparing Short/Long Investment-Grade Corporate Bond ETFs
• EWZ: Don't Worry About The BRL, So It's All About Your Commodity View
• Net Zero: Time Is Of The Essence
• DIVZ: Good For Weathering A Storm, Unappealing Thereafter
• Play Defense With The Vanguard S&P 500 Value ETF
• TSI: Old School Fixed Income CEF
• VIGI: Seeking Global Dividend Growth
• DMB: Municipal Rated Bond CEF With A Low But Steady Yield
• UMI: Midstream Energy Fund With NGL Tilt Outperforms
• Franklin Universal Trust: Put Your Trust In This Fund And Grow Your Income
• UNG: Why The European Gas Crisis Is Unlikely To Impact The U.S. Market
• GDV: Attractive Preferred Equity From This CEF
• EWU Isn't Levered To British Tax Cuts, But Otherwise Well Exposed
• RNP Crushed AWP At A 55% Annualized Rate, Here's What's Next
• QQQ: The Nasdaq 100 Declines May Have Only Just Begun
• QQQ: Growth Recession Should Crush Growth Stocks (Technical Analysis)
• BDJ: Holding Up Well, But Valuation Elevated
• FDL: 4% Yielding Dividend ETF With Energy Risks
• SPY: If You Think Buying Puts Will Protect You, Think Again
• DXJ: Pouncing On A Weak Yen And Relative Strength In Japan Stocks
• COM: Better Suited For The Current Commodity Marketplace Than PDBC
• CEM: The Single Best Holding In Our >20% YTD Outperforming Portfolio
• SaaSpocalypse: Are Cloud Stocks Cheap After A 57% Collapse?
• EWH Faces Hong Kong Uncertainty
• FDL: Best-Performing Dividend ETF Of 2022, Overweight Energy, 3.4% Yield
• Bullish Trend In The UUP - The US Dollar Index Continues To Rise
• FALN: (Fallen) Angels To Save You From The Coming Recession
• KRBN: Possible Regulations And A Falling Euro Pressure This Carbon Allowance ETF
• FLOT: Floating Rate Bond ETF, Conservative Holdings And Strategy, 2.5% Forward Yield
• BLNDX/REMIX: Intriguing Performance But High Key Person Risk
• MCR: An Interesting Fund, But Returns Haven't Been Compelling
• SPYV: Play It Safe With This Solid Value ETF
• The 'High-High-Low' Closed-End Fund Report, August 2022
• ITOT And SPTM: When It Comes To U.S. Equity ETFs, More Stocks Not Always Better
• VXF: A Diversified ETF With An Expensive Price And Poor Cyclical Positioning
• SDY: One Year Later, I Want More Of It
• VGSH: Just Like SHY, How High Will The Yield Fly
• SPYD: Focuses On Dividend Yield Factor
• XAR: Aerospace And Defense Companies Are Probably Overvalued
• AOR: Lower Volatility, Softer Returns
• VFH: Financials Stocks Are Not Expensive But Poorly Positioned Cyclically
• Trading The Top 10 Stocks From 40 Large Hedge Funds: Trading Update 9/4/2022
• TIP: Mind The Duration
• Closed-End Funds: Midyear Check On The Real Estate Space
• FFTY: With Momentum Weak, Avoid This ETF
• Choke Up On The Bat
• SPY: Making Money In A Bear Market (Technical Analysis)
• FBCV: A Leader In The Race To Value
• KSA: A Kingdom Of Oil And Sand
• SPHD: This High Dividend ETF Is Living Up To Its Name
• Inflation's Pain Cometh
• IVE: S&P 500 Value Building Long-Term Support Vs. Growth
• Value ETFs: A Beginner's Guide
• GHY: Deep Discount Remains, But Coverage Still Moving In The Wrong Direction
• OPP: Too Many Cooks In The Kitchen, Sour 17% Yield
• DNP: Utility Sector Valuations At Extremes
• Decay And Inflation Are Playing Against SPXS
• CEF Weekly Review: Term CEFs Continue To Perform Well During Liquidation
• How I Built A $3 Million High-Yield Portfolio With 11 Blue-Chips
• PCEF Vs. YYY: 2 CEF Fund Of Funds, +8% Yields, 1 Clear Winner
• IJR: Our Top Pick For Diversified Small-Caps Exposure
• The 'Nothing Is Working' Market; A New Bond Strategy - 'Enhanced Bond Portfolio'
• Rights Offerings: Why Should We Care?
• Despite Hawkish Comments, Treasury ETFs Attract Net New Money This Week
• RLTY: Leaping To A Discount
• SQQQ: Don't Overstay Your Welcome
• AEF: Emerging Market Equity Exposure For Diversification, But Caution Warranted
• SDOW Vs. DIA: Dancing With The Volatility
• SPLG: S&P 500 Dashboard For September
• PDI: 12.1% Yield, Small Premium To NAV, Highly Diversified
• IEZ Supported By Energy Security Incentive
• SOXL: Buying A Potential Bounce In Semiconductors
• IGRO: Low Maintenance But High Quality
• RGT: One Fund For Global Value Stocks Not Best Strategy
• U.S. Weekly FundFlows Insight Report: Conventional Fund And ETF Investors Sour On Equities, Redeeming A Net $10.6 Billion For The Fund-Flows Week
• NBXG: Deep Discount For This Interesting Fund
• IWN: Small-Cap Value Stocks Are Probably Fairly Valued And Not Well Positioned
• ALTY Achieves Yield With Its Exposures
• Natural Gas Hits $10: BOIL And KOLD Are Short-Term Trading Tools
• August AAII Asset Allocation Survey: Investors Prefer Equities And Funds Over Cash
• EWZ: Bullish As Brazil Macro Turns Positive
• Why You Should Shun The Invesco Dynamic Semiconductor ETF
• SPHD: 4.25% Estimated Yield Has My Attention
• SPY: How To Play Market Fears Of A 'Superbubble' Burst
• LVHD ETF: This Lifebuoy May Help Your Portfolio
• NTG: Tender Offer Play
• My Current View Of The S&P 500 Index: September 2022 Edition (Technical Analysis)
• Short Stocks, Buy Bonds: TINA Effect Goes In Reverse
• My $362k Retirement Portfolio Suffers A Fed-Inspired August Decline
• UTG: Rising Rates A Headwind
• STIP: 3 Reasons To Lock In These Real Yields
• AVUV: Best-Performing Value ETF, Diversified Holdings, Cheap Valuation
• TNA ETF: The Small Cap Trade Has Become Too Risky
• EIDO Is An Indonesia Bet, And It's Not Cheap Enough
• GMOM: Appealing Strategy Yet Hefty Expenses, Patchy Performance
• DRIP: Risky Energy ETF May Provide Outsized Gains Soon
• 4 ETFs To Bet On Falling Equities
• Ukraine War Commodity Prices Impact: USL ETF Oil Forecast
• XLC: Portfolio Is A Bit Too Concentrated, But We're Bullish Anyway
• FRA: Fully Covered 6.59% Distribution, Protection From Rising Rates
• SOXX: Chip Equipment Makers To Benefit More From The CHIPS Act
• OPP: Rights Offering Quick Notes
• Checking In On Our Enhanced Value Funds
• GSY: Short Duration Bond Fund From Invesco, 2.92% Yield
• PDO: Enterprising Fixed Income Fund At A 3.46% Discount To NAV
• FM: Outlook For Frontier Market Equities
• PFFD: I Added More This Week
• IUSB Has Minimal Credit Risk, But Duration Is A Problem
• IAK Makes A Lot Of Sense Right Now
• IGM Goes Deeper Into The Tech Bucket Where Consumer Risks Are Higher
• DBE Energy ETF: Perma-Bull Oil And Gas Position May Lose Heavily
• IJH Shows That Multiples Drive Values In The U.S.
• Defense In The Balance
• Think Locally, Invest Globally
• SPHD: Misleading Name Hides The True Risk
• RSP: Diversification, Value, And Outperformance In One Simple Index ETF
• EWC: I'm Adding To My Exposure North Of The Border
• ERC: Global Fixed Income CEF, 10.5% Yield
• DBMF: Access To Managed Futures Strategy
• The Bear Market Rally Is Over
• QQQ: This Pullback Is Another Fantastic Opportunity To Buy More (Technical Analysis)
• IWY: Expensive Valuation, Higher Margin Of Safety Needed
• DUG: A High Risk, High Return Short Oil & Gas ETF
• MCN: A Covered Call Writing Fund For The Watchlist
• Unless One's Market Timing Is Impeccable, The ProShares SPXU Is Too Risky
• SCHG: Time To Buy Big Tech
• SPY: Troubles A' Coming In More Ways Than One
• PIMCO CEF Update: Muni Deleveraging Continues To Haunt Total Returns
• VTV Vs. VBR: Comparing Value ETFs By Market Cap
• ZTR: Rights Offering Quick Notes
• DGRO Offers You The Best Of Both Worlds
• 'The Big Short' Michael Burry Buys Farmland Hand Over Fist
• DIA: Not Right Pick For Defensive Investors
• EOS: Covered Call CEF Generates Steady Yield With Monthly Pay-Outs
• FDHY: Strong High-Yield Corporate Bond ETF, 7.4% Yield, Solid Performance Track Record
• CQQQ: China's Tech More Likely To Suffer From COVID Than The CHIPS Act
• What The Value Rotation Narrative Gets Wrong
• VYMI: International Dividend ETF, 5.3% Yield, Double-Digit Dividend Growth, Cheap Valuation
• Don't Fight The Fed: Inverted Yield Curve Means Lower Future Inflation
• The Case For Dividend Aristocrats In Pan Asia
• EFV Is Traditional, Defensive Value
• Market Misconceptions Make Banks Compelling
• HGLB: Global CEF With A 9.4% Yield But High Single Name Concentration
• VOX: Finding The Right Vehicle For Global Telecom
• MBB Is Around Fairly Valued
• Avoid VIXY Unless There Is Reasonable Expectation Of Catastrophic Risk
• New ETF NDIV Offers High, Inflation-Resistant Yield
• Qui Bono? Everything In The IXC
• DFP: The Ugly Side Of Higher Rates
• FCPI: Misleading Name, Bland Performance
• Weekly Closed-End Fund Roundup: August 21, 2022
• Your Portfolio Is Doomed Without This Crucial Skill
• FSTA: Fidelity Consumer Staples Is Shelter In The Storm
• IXC: 20% Free Cash Flow Yield Too High To Ignore
• QUAL Vs. SPHQ: Which Quality ETF Is Better?
• HYI: High Yield Fund, No Leverage, Attractive Monthly Distribution
• CEF Weekly Review: Why Some Managed Distribution Funds Continue To Cut Distributions
• Besides Obvious Duration Risks, MUB Also Has State Tax Risks
• SPYD: Bag This High-Yielding ETF On The Dip
• SPY: Targeting A Retest Of $364 Bottom, We Buy Puts (Technical Analysis)
• Investor Activity In SH Says 'Stay Out'
• EWY Is A Semicondcutor Bet When Inventories Are Soaring
• FTGC: Strong Commodities Future ETF, Solid Inflation Hedge
• ARDC: Retire In Comfort With This 9% Yielding Dynamic Credit Fund
• EWY: South Korean Equities Are Likely Undervalued But Cyclically Out Of Favor
• BlackRock Science And Technology Trust CEF: Put Your Seat-Belt On, Losses Are Coming
• VEA: Developed Ex-U.S. Equities Outperform U.S. Stocks Amid Jackson Hole Jitters
• Saga Partners - Meta Platforms: Jaw Droppingly Attractive Financials
• Saga Partners - Trupanion: GAAP Earnings A Poor Reflection Of True Earning Power
• Saga Partners - The Trade Desk: A Volatile But Likely Very Lucrative Journey
• Saga Partners - LGI Homes: Growing Intrinsic Value At 28% CAGR Since 2016
• Saga Partners Q2 2022 Investor Letter
• An Alternative To The Traditional 60/40 Portfolio Is The New 60/40 Portfolio
• Value In The Middle: The Case For Mid-Cap Stocks
• IDRV Is Mostly Just Consumer Discretionaries Right Now
• Investing In Innovation - Impacts Of Market Volatility And Shocks
• QUAL Shows There's Nowhere To Hide In Equity Markets
• S&P 500 GARP Index: Growth At A Reasonable Price Anyone?
• Matrix Asset Advisors Q2 2022 Capital Markets Commentary And Quarterly Report
• CEFS: Diversified CEFs Exposure, Strong 8.9% Dividend Yield, Industry-Beating Returns
• The Quality Closed-End Fund Report, August 2022
• ECC And OXLC: Watch High Yield Spreads For Signal To Buy
• U.S. Weekly FundFlows Insight Report: Corporate HY Funds Report Second Largest Weekly Outflows (-$4.6 Billion) Of 2022
• EWG Is In For A Long Winter
• VanEck Social Sentiment ETF: Following Social Sentiment Is Precarious
• Gator Capital - Axos Financial: An Outsized Opportunity
• Gator Capital Management 1H 2022 Investor Letter
• How To Make Money Trading European Stocks
• BCI: The Only ETF You Need For  Diversified Commodities Exposure
• PXE: Moving From Buy To Hold After A 33% Gain
• RNP: Strong, Steady Yield, Supported By Low But Positive Price Growth
• iShares U.S. Utilities ETF: Get On Board
• TMV: The Momentum Trade
• EWW Benefits From Implicit Dollarization And Staple Exposure
• Vanguard Mega Cap Growth ETF: The Cream Of The Crop
• iShares MSCI Germany ETF: Low On Energy
• TYG: Tender Offer Trigger Worth Playing For Shareholders
• A Leveraged Play On Silver's Reversal Higher: Buy AGQ
• It's (Still) A Multi-Factor World For Predicting Returns
• QQQ: An Excessive Bust Is Coming
• Pender Growth Fund: High Potential Return For High Conviction Investors
• Investor Activity In GLD Suggests A Price Breakout
• PPH Investors Should Keep On Top Of Regulatory Developments
• MGK: A Mega-Cap ETF Suitable Only For Long-Term Growth Seeking Investors
• MTUM Does Respond To The Momentum Factor, But I See Stability
• Pershing Square - Howard Hughes Corp.: Resilient Performance Despite Slowdown Concerns
• Pershing Square - Canadian Pacific Railway: Current Valuation A Meaningful Discount To Intrinsic Value
• Pershing Square - Lowe's: An Attractive Long-Term Earnings Outlook
• Pershing Square Holdings - Hilton Worldwide: An Attractively Priced Stock
• MPV: Well-Run Middle Market Loans CEF
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• Pershing Square - Chipotle Mexican Grill: Driving Superb Shareholder Value Creation
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• Pershing Square - Restaurant Brands: An Attractive Model For An Inflationary Environment
• Pershing Square Holdings - Universal Music Group: A Rapidly Growing Royalty
• PFFA: Preferred Stock ETF, Fully-Covered 8.8% Dividend Yield, Risky Holdings And Strategy
• Pershing Square Holdings 1H 2022 Letter To Shareholders
• Next Steps For The Energy Rally
• SPHB: This Tactical Play Is A Poor Long-Term Investment
• SCHD: Strong Performance Likely In A High-Inflation Environment
• PCF: An Interesting Portfolio At A Fair Valuation
• BATT: It's Time For A Dose Of Lithium
• MINT: Cash Parking Pays Over 4% Now
• XRE Is Not Vanilla, You Must Know What You Own
• GreenWood Investors - RH: The Making Of A Rare American Luxury Brand
• VYM Vs. VV: Extra Yield Means Giving Up Return (Sometimes)
• SDY: Diversified Dividend Growth ETF, Cheap Valuation, 2.6% Yield
• SLVP Is A Risky Bet Against The USD Despite Discount From NAV
• GreenWood Investors - Softbank Group Holdings: On The Brink Of A Draw-Down
• GreenWood Investors - Liberty TripAdvisor: A High Velocity Upside Position
• GreenWood Investors - Kodiak Sciences: The Busted Biotech World
• Active Management Outlook: Skilled Stock Pickers Separate Themselves In Periods Of Heightened Volatility
• GreenWood Investors - CTT: A Transformation Milestone
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• GreenWood Investors Second Quarter 2022 Letter
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• SCHF: Tread Carefully For Now
• TEAF: Essential Asset Investments And A 7.25% Distribution Yield
• NOBL Vs. SCHD: Which Is The Better Dividend Fund?
• Portfolio Diversification With Managed Futures
• NURE: The ETF Is A Buy, But I Prefer Stock-Picking
• BIGZ: Growth Stocks, Private Companies, Covered Calls, And High Yields
• URA: Japan Restarting Is Bullish
• Nvidia: Cathie Wood Quickly Reverses Course
• Investment Strategy Monthly Insights, August 2022
• VTI: Diversify Your Portfolio Through Vanguard's Total Stock Market ETF
• NV5 Global: Best Construction And Near Cap-Gain Portfolio Wealth Builders
• Minimizing Carbon Intensity With The S&P Carbon Control Indices
• PCEF: Fund-Of-Funds In An ETF Format, 7.9% Yield
• XLB: Materials Stocks Pullback To Key Support After A Strong Earnings Season
• SPY: The World Of 4,818 Faces An Uncertain Future
• DVY: At The Intersection Of Yield And Value
• SZC Gives You U.S. Pipelines At A Definite Discount
• CEF Report August 2022 - CEFs Continue In Rally Mode, But For How Long?
• The Broyhill Q2 2022 Letter
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• Analyzing 13Fs: Public Investment Fund (Saudi Sovereign Wealth Fund)
• MPE Capital - Altice USA: Too Much Leverage
• Silver Nearing All-Time Low Valuation: Buy SLV
• In ETF Trading, No News Is Good News
• VTI: Passive Investors Face A Lost Decade
• MPE Capital's First-Half 2022 Letter
• Energy Select Sector SPDR ETF: Investor Activity In XLE Signals Caution
• VEGI: Global Agriculture Index ETF, Strong Inflation Hedge And Performance Track Record
• Rhizome Partners - Clipper Realty:  Poised For Dramatic Revenue Increases
• Rhizome Partners - FRP Holdings: Trading At Large Discount To Intrinsic Value
• Rhizome Partners - Ardagh Metal Packaging: A 100-200% Return Potential
• Rhizome Partners - Univar Solutions: A Buy At A Bargain Basement Price
• PUTW: Monetizing The S&P 500 Implied Volatility
• Creating The Family Portfolio
• Closed-End Fund: Midyear Check On Valuation
• HACK: No Recession In Cybersecurity
• UPRO And SPY: Why And How We Leverage
• Vanguard Health Care ETF: Healthcare Exposure Benefits
• Oxford Lane Capital: Look Beyond The Yield
• EWS: 2022 Mid-Year Review
• SPY: Don't Trust The Rise, Trust The Numbers
• QYLD: Revisiting This 14.35% Yielding ETF Now That Summer Is Almost Over
• QYLD: 15% Yielding Tech ETF With A Catch
• 2 Stocks To Ride Out The Recession
• XLE: This Is Not The Time To Be Buying Aggressively (Technical Analysis)
• ICLN, QCLN, TAN: High Risk/Reward Renewable Funds
• NRGU: Leveraged Oil And Gas ETN, Up 150% This Year (Technical Analysis)
• Inflation Hedges: Fact And Fantasy
• China Innovation ETF (KEJI): Q2 2022 Commentary
• BTAL: Underappreciated Alpha Producer
• Are We Out Of The Woods Yet?
• FEN: An Energy Income Fund Yielding 7.6%
• Pershing Square Holdings: History Will Repeat Itself
• COPX: Copper Equity Index ETF, Strong Growth Prospects, Outstanding Recent Performance
• YINN: The End Of COVID Lockdowns Could Have An Explosive Impact
• Investing In Another Lost Decade (2020-30)
• PFFA: 9% Yield Is Not High Enough Given Growing Credit Risks
• How To Manage 'Managed Distributions' During A Downturn
• AIO: Opportunity To Collect A 10% Distribution Plus Capital Appreciation
• IEF: Treasuries Are The Least Worst Option
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• SPY: Time To Get Out, Weak Short Sale Volumes Indicate Reversal
• XLK: The Tech ETF To Own
• Rhizome Partners Q2 2022 Investor Letter
• Equity CEFs: Got High Yield? Swap GGT For CLM And Get A Lot More
• HDV: If You Like Big Name Dividends, Then Consider This ETF
• Printers Of Wealth Getting Cheaper. Should You Panic?
• WPS Vs. VNQI: Better Results And No Exposure To EM Real Estate
• SGOV Concept Is Good, But FLOT Does It Better
• Yield Hunting CEF Weekly Commentary - August 13, 2022
• Length Of Stay Contributes To Performance - Weekly Blog # 747
• AGD - Global Equities Fund About To Get Bigger
• GDV:CA Gives International Exposure To Dividend Growth And Leveraged Returns
• Trading The Top 10 Stocks From 40 Large Hedge Funds: Trading Update 8/20/2022
• IGLB Is Just Not Good For The Current Rate Environment
• JPST: Cash Parking Pays, But There Are Better Ways
• QYLD Vs. JEPI: Which One Is The More Attractive Covered-Call ETF?
• RYLD: Determining Which Covered-Call ETF Has Done The Best And If They Are Worth It
• ACWI: Global Market Checkup; Ex-US Stocks Suffer A 3% Drop As The Dollar Soars
• I Bought Non-Eurozone Developed Markets; Let's Review How That's Worked Out In 2022
• SPY: Targeting $428 For The Last Dance (Technical Analysis)
• RPV: Showing Resilience In 2022
• RAAX: Soft Performance Before Inflation Took Off Is A Warning
• BIL - A Cash Like Vehicle
• VIG: Put This Solid Dividend ETF On Your Radar
• ETW And EXG: Similar Funds, But Subtle Differences Lead To Different Outcome
• BUZZ Investing: Meme-Stocks Make A Comeback
• 5 Best CEFs To Buy This Month (August 2022)
• RWR: Its REIT Restrictions Seems To Hurt Performance
• XLY: Consumer Discretionary Dashboard For August
• Low Volatility Holds Its Own
• CEF Weekly Review: Gauging The CEF Yield Pick-Up Over Open-End Funds
• Giverny Capital Asset Management Q2 2022 Letter
• DIG: A High Risk, High Return Energy ETF
• MLPX: Strong Midstream Energy ETF, But Not A Buy At These Levels
• The Hierarchy Of Portfolio Decisions: Part I
• Hayden Capital - Coinbase: Will Make Several Billion In Profits In Good Years
• Hayden Capital Quarterly Letter: Q2 2022
• U.S. Mid-Caps Remain Attractive After July's Rally
• PMF: Munis Have Value, But This Fund Is Short On It At This Price
• PDI: Buyer Beware
• ERX: Accelerated Exposure To Exxon And Chevron Plus Dividends
• IXN: Does A Global Tech ETF Make Sense?
• LGI: Global Allocation CEF, Diamond In The Rough
• VUG: Investors Might Not Pay A Premium For Growth Anymore
• OIH And XES: Energy Demand And Production Decline Will Drive Return
• EVV: Distribution Coverage Remains Weak, Caution Is Warranted
• IWC Might Be Alright Even If We Oppose The Principle Of Micro-Cap ETFs
• HNDL: Diversified Multi-Asset Fund-Of-Funds, With 7% Yield
• VDC: Consumer Staples Dashboard For August
• Mawer Investment Management Quarterly - Second Quarter 2022
• ARKF: Down 50% YTD, Should You Buy The Dip?
• First Eagle Overseas ADR SMA 2nd Quarter 2022 Commentary
• Goehring & Rozencwajg Q2 2022 Natural Resource Market Commentary
• OILK: Overvalued Based On Futures Prices And Model
• JEPI Vs. XYLD: Which Is Best For Income Investors And Retirees?
• Conventional Funds Hand Back $34.2 Billion In July, While ETFs Attract $38.7 Billion
• U.S. Weekly FundFlows Insight Report: Equity ETFs Attract $11.8 Billion For The Fund-Flows Week
• SRK Capital - Harrow Health: Market Missing The Forest For The Trees
• SRK Capital H1 2022 Investor Letter
• Third Point Second Quarter 2022 Investor Letter
• Precious Metals ETF GLTR: The Question Few Ask About JPMorgan Chase
• Which Shares Of Dividend 15 Split Corp. Should You Buy?
• VIS: Industrials Dashboard For August
• DGRW: Dividend Growth With Monthly Payouts, But Watch Those Fees
• Fidelity Blue Chip Growth ETF: Has Market Sentiment Turned Positive?
• VVR: Higher Interest Rates, Higher Income
• Longleaf Partners Q2 2022 Global Fund Commentary
• Longleaf Partners Q2 2022 International Fund Commentary
• Longleaf Partners Q2 2022 Small-Cap Fund Commentary
• My Dividend Growth Portfolio July Update - Another Huge Raise From Blackstone
• COPX: Get Exposure To Copper And Reap Dividends
• PCF: Fund-Of-Funds CEF, Large 11.3% Dividend Yield
• How I'm Beating The S&P 500 This Year
• Why Past Performance Tells Us Nothing About How Dividend ETFs Perform In An Inflationary Period
• Longleaf Partners Fund Q2 2022 Commentary
• 'The Big Short' Michael Burry Buys Real Assets
• SHY Vs. TLT: Analysis On Duration's Effect On Treasury ETFs
• Do You Know Where Your Carbon Reduction Is Coming From?
• First Eagle Global Income Builder Fund Second Quarter 2022 Commentary
• Revisiting The Simple Retirement Portfolios - H1 2022 Update
• TIPX Might Be Inflation Resistant, But It's Not Duration Resistant
• First Eagle U.S. Value Fund 2nd Quarter 2022 Commentary
• Stock Market Regular Trading Hours Gains Are Increasing
• iShares MSCI Qatar ETF: Overdone Rally Means Subpar Long-Term Returns
• FPA Source Capital Inc. Second Quarter 2022 Commentary
• Mindset Value Fund Q2 2022 Investor Letter
• Palm Capital Q2 2022 Investment Manager Commentary
• SCHD: Income Pick
• HJEN: Direxion's Hydrogen ETF Likely To Outperform In Second Half Of 2022
• SCHD Vs. VOO: The Inevitable Rotation To Value
• My Bull Thesis For COWZ
• Winning The Learner's Game Of Investing: Strategies For Successful Investing
• EIC May Be The Better Prospect Compared To OXLC And ECC
• EFA: Avoid This Foreign Developed Markets ETF As It Makes New Relative Lows
• Defensive Dynamics
• MGU: Being Merged Into A Smaller Fund
• Artko Capital - HireQuest: Firing On All Cylinders
• Artko Capital - Acorn Energy: The CPower Energy Management Partnership Development
• DTD Vs. DLN: Which WisdomTree Dividend ETF Is Right For You?
• FUTY: Utilities Dashboard For August
• Proof That Time In The Market Beats Timing The Market
• RYT: Technology Dashboard For August
• Managing Income Portfolios Through Recessionary Environments
• Artko Capital Q2 2022 Partner Letter
• If Bear Selloff Resumes, Russell 2000 May Turn Lower First (Technical Analysis)
• Top Buys From The Best Money Managers (Q2 2022)
• SRET: A Bastion In A Downturn
• EPOL: Poland Is Great, But This ETF Is Not The Best Exposure For Low-Risk Investors
• Sohra Peak Capital - goeasy Limited: A Long-Term Risk, Beyond Comfort
• Sohra Peak Capital Partners Q2 2022 Letter
• Tradeweb Exchange-Traded Funds Update - July 2022
• Desert Lion Capital - Argent Industrial: An Unappreciated Gem
• Desert Lion Capital - Naspers: Still A Long Way To Go
• Desert Lion Capital June 2022 Commentary
• VAW: Materials Dashboard For August
• Curreen Capital Q2 2022 Investor Letter
• XSVM ETF: Dirt-Cheap, But That Isn't The Only Thing To Consider
• iShares S&P India Nifty Fifty Index ETF: Mixed Conditions
• IDNA: Healthcare Dashboard For August
• Rose's Income Garden Portfolio: 9 Sweet REIT Stocks; 3 Undervalued Winners
• PICK: Dividends At Risk And Upside Is Limited
• Baron WealthBuilder Fund Q2 2022 Shareholder Letter
• GBIL: Ride The Upcoming Storm In Cash
• FCO: Losses Proceed On Schedule
• JRS: Real Estate Having A Challenging 2022
• VIG: Skip The ETF, Buy Its 10 Highest Yielding Non-Financial Holdings Instead
• Baron Partners Fund Q2 2022 Shareholder Letter
• FDRR: A Dividend ETF Built For Rising Rates, But Should You Buy?
• Weekly Closed-End Fund Roundup: Aug 7, 2022
• Outperformance Ain't Alpha
• SHYG Vs. HYG: Stay Short Unless You Believe Rates Have Peaked
• Buying In ProShares TQQQ And SQQQ ETFs Appears To Confirm A New Bull Market
• Everything A Young Person Needs To Learn To Become A Stock Market Investor, In About 10 Minutes
• Baron Focused Growth Fund Q2 2022 Shareholder Letter
• Utilities To Power Through A Recession
• Baron Discovery Fund Q2 2022 Shareholder Letter
• VCLT: Time To Add Some Long-Term Corporate Bonds To Your Portfolio
• Baron New Asia Fund Q2 2022 Shareholder Letter
• EZA: Keep An Eye On Global Macro
• Argosy Investors 2Q22 Letter
• Stock Sectors That Perform Best - And Worst - In Bear Markets
• IVH: Getting Merged Into ACP Is Positive For The Fund
• ROBO: Short-Term Headwinds Could Adversely Affect Earnings Growth Over The Next Year
• Applied Materials: Navigating 2 Successive Equipment Downturns
• VWO, IEMG: It All Comes Down To China And Korea
• SPY: Expect A Rough September (Technical Analysis)
• ARKW: When Growth Is Ashes, You Have My Permission To Buy
• The Fed Is Not Serious About Fighting Inflation: Sell Bonds
• CLOU: Higher Rates For Longer Are A Headwind
• Time To Prune?
• 4 Closed-End Fund Buys In The Month Of July 2022
• Predicting The Market, Or 'Do You Feel Lucky...'?
• Structural Leverage With Split Share Corporations In Your Portfolio
• IYE Looks A Bit Expensive Compared To IGE
• 3 Stocks For Income And Growth Investors
• IGE Will Benefit From Tight Ongoing Crude
• 10 Investing Secrets I Wish I Knew When I Started
• IVOL: Complex ETF Falling Short Of Its Goals
• METV: Metaverse Stocks Bottoming, Eye March Highs
• VSDA: An Attractive Dividend Growth ETF
• Healthcare Remains Steady As Market Approaches A Key Level
• SPY: Targeting $432 (Technical Analysis)
• GLD: Trade Opportunity As U.S. Dollar Strength Reverses
• AVUV: A Smart Small Cap Value ETF With Some Risks
• Fundamentals, Technicals, & Tactics For An Ugly Market
• Dividend Growth Is A Popular Strategy And I Am Looking At DGRO
• THW: Tradeoff Upside For Yield
• QQQ: The Stock Market Rally Is Not The Start Of A New Bull Market
• DCF: High-Yield Term CEF, 7.7% Yield
• Fidelity Stocks For Inflation ETF: Inflation-Centered Strategies Face A Tough Test
• FXI: Chinese Economy To Benefit From A Rising Dollar And Europe's Woes
• RCS: Despite Flat Return, Value Proposition Is Much Worse
• ICF Vs. VNQ: It Might Come Down To Manager Preference
• Baron International Growth Fund Q2 2022 Shareholder Letter
• WEAT On Price Weakness: Wheat Issues Are Not Going Away Anytime Soon
• Skip UTG: 2 Better Big-Dividend CEFs
• Baron Emerging Markets Fund Q2 2022 Shareholder Letter
• CEF Weekly Review: Mind The Time Period When Evaluating CEF Performance
• Baron Opportunity Fund Q2 2022 Shareholder Letter
• Baron Real Estate Income Fund Q2 2022 Shareholder Letter
• Baron Real Estate Fund Q2 2022 Shareholder Letter
• Thematic Investing Whitepaper: Fintech (FinTech & Blockchain)
• Thematic Investing Whitepaper: Digital Experiences (Social Media And Video Games & Esports)
• Baron Funds - Sprout Social: Recurring SaaS Model, Cash Rich, And Strong Returns
• Baron Funds - Chart Industries: Targeting Greater Than 25% EPS CAGR
• Baron Small Cap Fund Q2 2022 Shareholder Letter
• DGS: High Yield International ETF With A Red Flag
• Fidelity High Dividend ETF: Overweight Energy And REITs
• VYMI: Foreign Dividend Stocks Climb Above The Late June Highs With Minor Relative Weakness
• QLD: Party Like It's 1999
• iShares S&P/TSX CDN Dividend Aristocrats Index ETF: Key Considerations
• Baron Global Advantage Fund Q2 2022 Shareholder Letter
• DWX: A High Yield, High Risk International ETF
• Equity Closed-End Funds: Leveraged CEFs Vs. Option-Income CEFs
• iShares MSCI Sweden ETF: Not At This Juncture
• Inflation And Credit Risks Make PFXF A Hold
• Royce Value Trust: Much To Like Except For One Thing
• EYLD: Solid Cash-Centered Strategy With EM Specific Risks
• VPN Offers Resilience To Enterprise Tech Reckoning
• INFL: Have We Reached Peak Inflation
• Baron Fifth Avenue Growth Fund Q2 2022 Shareholder Letter
• SCHD Vs. VOO: Which ETF Is The Better Buy?
• ICVT Doesn't Make Sense To Us In The Current Market
• LABU Continues In Uptrend (Technical Analysis)
• Baron Funds - Amazon.Com, Inc.: A Long Runway For Growth
• Baron Durable Advantage Fund Q2 2022 Shareholder Letter
• A Rough Ride For Smoothed Pension Assets In 2023?
• Steel City Capital - Equitrans Midstream: Limited Downside, Attractive Returns
• BITQ: Late To The Crypto Party
• Steel City Capital - Carvana: Heading Toward A Liquidity Event
• Steel City Capital Q2 2022 Partner Letter
• U.S. Weekly FundFlows Insight Report: Investors Bearish On Funds For The Third Week In 4
• Mittleman - Revlon: Bankruptcy Filing And After
• Mittleman - Heritage-Crystal Clean: Great Track Record, Not Enough Credit
• IPO: Lower Tech Share Prices And Valuations Spell Trouble For IPO
• Mittleman Global Value Equity Fund Class P Quarterly Report Q2 2022
• Japan Vs. China: The Economy For Maximum ETF Returns
• The Inverse Jim Cramer Strategy
• IWC: Micro-Caps Outperform As Meme Stocks Make A Comeback
• Gentherm: Best Auto Industry Stock Bet Say Portfolio Wealth Builders
• Aberdeen Income Credit Strategies Fund: High Yield, High Risk, Diversified Bond CEF
• FFA: An Interesting Play In The Call Writing Space
• The S&P Systematic Global Macro Index Outperformed YTD
• EVT: Russell 1000 CEF, 7.4% Dividend Yield
• Baron Funds Q2 2022 Report: Letter From Linda
• HDRO Benefits From The Inflation Reduction Act
• SPLG: Be Aware Of Bear Market Rally
• XLV: History Will Repeat Itself
• BUI: Not Appealing At Current Market Price
• Baron Growth Fund Q2 2022 Shareholder Letter
• Baron Fintech Fund Q2 2022 Shareholder Letter
• Baron Funds - Floor & Decor Holdings: An Exciting Growth Concept In Retail
• Looking Beyond High Inflation: Positioning Your Portfolio For Price Stability And Economic Growth
• Baron Funds - ICON Plc: Positioned For An Extended Period Of Revenue And Earnings Growth
• Baron Asset Fund Q2 2022 Shareholder Letter
• DNL: Global Dividend Growth With Risk Mitigation
• XLG: Pursuing Quality, Look At Expenses First
• PHO: Valuation Will Likely Be A Drag On Future Returns
• AMLP: Midstream Energy Finally Reaches Stability
• BUG: There Is No Stopping The Top Cybersecurity Companies
• REGL: A Rich History Of Dividend Growth
• DJD: Is The Dividend-Yielding Subset Of The Dow Jones Worth Pursuing?
• Vanguard High Dividend Yield ETF: Markets Are Rallying And VYM Is Trailing SCHD
• FPA U.S. Core Equity Fund, Inc. Second Quarter 2022 Commentary
• First Look At The Conductor Global Equity Value ETF
• FPA Queens Road Value Fund Second Quarter 2022 Commentary
• DMO And WDI: A Look At Two 10%-Yielding Credit CEFs
• FPA Queens Road Small Cap Value Fund Second Quarter 2022 Commentary
• ARKK: Cathie Wood Now Playing Both Sides
• FPA New Income, Inc. Second Quarter 2022 Commentary
• Choice Equities - Crocs, Inc.: Positioned For CAGRs North Of 20%
• RETL: Too Risky At This Juncture
• NightShares 500: Keep It On The Radar
• Horos Asset Management Quarterly Letter To Co-Investors - July 2022
• RGAIA Investment Advisors Q2 2022 Investment Commentary
• IGSB Is Still A Little Long In Terms Of Duration
• How To Harvest Attractive Energy Sector Dividends But Minimize Risk
• The 'High-High-Low' Closed-End Fund Report, July 2022
• PFF: No Need For A Heavy Financial Preferred ETF
• VNQI, VNQ, And Ray Dalio
• Will FHLC Keep Your Portfolio Fit?
• Brick By Brick Capital Mid-Year 2022 Fund Letter
• Institutional Investments Don't Indicate A 'Worst Cycle' Phase Ahead
• VWOB: Risk/Reward Of Emerging Markets Sovereign Debt Appears Compelling
• LIT Does Not Capture Lithium Prices
• PFIX: ETF Providing Simple And Transparent Interest Rate Hedge
• QQQM: It Is Not The Right Time To Buy
• PFF Is Levered To Rate Hikes
• ADX: A Minimum 6% Managed Distribution In A Challenging Market
• GCOW: Global Free Cash Flow Stocks Popular, But Underperforming Recently
• ZTR: Analyzing What Happened Yesterday, Down ~10%
• AOK Isn't That Conservative Considering Duration Risk
• Project $1M: 2022's First Half Has Been A Challenge
• RDIV: Outperforming In 2022, But Volatility Is Concerning
• IEUR Has Got That European Discount
• Is TQQQ A Buy After A 25% Rally In The Last Month?
• EWT: Taiwan Has Too Much Geopolitical And Tech Risk
• PDI: High Risk, High Yield
• Moat Stocks Outperform In July Rally
• EMB: EM Bond Rally Just Beginning
• FPA Crescent Fund Second Quarter 2022 Commentary
• SPDV: Dividend Value Index ETF, 3.5% Yield, Lackluster Performance Track Record
• Voss Capital - Extreme Networks: Can Grow Even Through An Economic Depression
• Voss Capital Q2 2022 Letter To Partners
• Infrastructure To Strengthen A Portfolio In Volatile Times
• Andaz Private Investments Notes To 31 July 2022
• Greenlight Capital Q2 2022 Letter
• Purchase Levels Of 31 Short ETFs Signal Bear Market Bottom (Technical Analysis)
• KXI Is Downtrading Exposed, Discount Insufficient
• BGT: Floating Rate Debt Continues To Serve As A Hedge Against Rising Rates
• ARKK: Fade This Bear Market Rally Via Call Options (Technical Analysis)
• Guggenheim Strategic Opportunities Fund Is A Fade At A 26% Premium To NAV
• Vanguard Energy ETF: Renewables Won't Eat Oil & Gas's Lunch Anytime Soon
• KLA: Least WFE Company Impacted By Semiconductor Slowdown And U.S. Sanctions
• Exploring The S&P 500 ESG Leaders Index - Goldilocks Choice Of The S&P ESG Index Series
• My Portfolio July Update - 9 Buys, 2 Sells
• ETG: Running Hot
• IGF Is A Way To Autopilot The Market, But Bonds Are Better
• CSQ: Attractive Distribution Paid Monthly, But Valuation Pushing Higher
• Invesco Nasdaq 100 ETF Climbs Above Resistance Despite Higher Expected Rates
• EWD Would Be A Bet On An Ailing Sweden
• Why We Like Credit Over Equities
• Did ESG-Related And Conventional Equity Funds Outperform Their Peers Over H1 2022?
• SDEM: High Yield With 3 Red Flags
• PFF: Preferred Shares Investing Attractiveness
• ADX: Is This 17% CEF Yield Real?
• Vanguard High Dividend Yield ETF: The Best Offense Is Defense
• EEM: EM Stocks To Benefit From Dollar Reversal
• NFJ: A Covered Call Hybrid Approach
• BNDX: Think Twice Before Dismissing International Bonds
• Trading The Top 10 Stocks From 40 Large Hedge Funds: Trading Update 8/7/2022
• Brookfield Real Assets Income Fund: High Yield Seems Unsustainable
• PSCE: Small-Cap Energy Index ETF, Strong Potential Returns, Cheap Valuations
• EUFN: For A European ETF, It Has A Lot Of HSBC
• SPY: Our $416 Buy Alert (Technical Analysis)
• EWQ Has 'Made In France' Resilience On Offer
• XT: We're Going To Think Twice About This ETF
• NPCT: Make An Impact On Your Retirement With This High Yield Fixed Income CEF
• MFV: Premium Collapse Makes A More Tempting Offering
• MCHI: Don't Bet On A V-Shaped Recovery In China
• CPZ: Multi-Asset Fund With A U.S. Equity Long/Short Focus
• The OGIG Internet Giants ETF: New Owner, Same Fund
• First Eagle Overseas Fund 2nd Quarter 2022 Commentary
• First Eagle Global Fund 2nd Quarter 2022 Commentary
• Is SPHQ Cheap Enough To Accumulate?
• Tidefall Capital Management Q2 2022 Letter
• Miller Opportunity Trust 2Q 2022 Quarterly Investment Review
• MCHI: Dark Days In China
• Rondure Global Advisors Q2 2022 Commentary
• Monetary Authorities Are Serious About Rate Increases, Avoid LQD
• CEF Weekly Review: Blinkered View Of Distribution Coverage Can Mislead Investors
• Headwaters Capital - Qualys: A Cybersecurity Leader
• Headwaters Capital Q2 2022 Investor Letter
• U.S. Weekly FundFlows Insight Report: Large Cap Equity Funds Suffer $9.1 Billion In Outflows, Largest In 15 Weeks
• Cedar Creek Partners - BM Technologies: Current Valuation Is Absurdly Low
• Cedar Creek Partners - Pacific Coast Oil Trust: $0.32 Now; Could Be Worth $2 Or More
• Cedar Creek Partners 2022 Second Quarter Results
• Bireme Capital - HCA Healthcare: Quite Cheap Despite Many Competitive Advantages
• Bireme Capital 2Q22 Quarterly Report
• SCHY: Outperforming Its Peers
• SOXX Vs. QQQ: Time To Consider Heavier Bets On Tech
• KMF - 7.8% Yield And 26% Leverage For This CEF
• BST And BSTZ: Tech Still Has Appeal, BSTZ Looking Attractive
• SCHE: I Like Emerging Markets Less Than I Did A Year Ago
• MCHI: China Stocks Endure Sharp Losses As U.S. Equities Climb
• AOA Isn't Much Of An 'Aggressive' ETF
• TAN: Technicals Plus Geopolitics Equal Breakout (Technical Analysis)
• IXJ Is Resilient But No Strong Angle
• Growth Vs. Value Such As VUG And VTV With Our Current Economy
• VLUE Might Have The Wrong Tech Exposures
• Ave Maria World Equity Fund Q2 2022 Commentary
• Ave Maria Value Fund Q2 2022 Commentary
• Income Opportunities: CEFs And Rising Rates
• EVN And BYM: Best Performers Amongst Lightly Reviewed Muni Funds
• Ave Maria Rising Dividend Fund Q2 2022 Commentary
• REM: 7.2% Yield But 3 Concerns
• Ave Maria Growth Fund Q2 2022 Commentary
• LABU And The Biotechs Look Ready To Outperform (Technical Analysis)
• PAXS: Newest PIMCO CEF Increasingly Attractive In The Suite
• Ave Maria Focused Fund Q2 2022 Commentary
• EDI: Moving From Sell To Hold After A -33% Price Drop
• Ave Maria Bond Fund Q2 2022 Commentary
• Ruffer Investment Company Investment Manager's Year End Review
• FFTY: Patchy Returns Surprise Despite Solid Strategy
• How Efficient Is Your Portfolio? A Dividend ETF Overlap Analysis
• The Month In Closed-End Funds: July 2022
• Vulcan Value Partners Q2 2022 Letter
• BITQ: Bitcoin Soup An Inexpensive Route For Exposure To The Volatile Asset Class
• PTY: Ready To Rebound As High-Yield Credit Gets A Second Life
• AWF: Discounted High-Yield Fund With Discounted Holdings
• STIP: Why The Federal Reserve's Hiking Cycle May Be Extended Despite Economic Slowdown
• Will Utilities Sector ETFs Protect You Against A Sustained Bear Market Caused By Inflation?
• VLUE: Beating The Market For 2 Years
• It's Over For 'Best Investments For Inflation'
• The VanEck Vietnam ETF: Review Of Performance Suggests Alternative Vietnam Equity Products Preferred
• The SPY's Risk-Premium Assessed
• SRV: Underperforming MLP CEF, 5.8% Yield
• Leaven Partners Second Quarter 2022 Letter To Partners
• Massif Capital - Ionic Rare Earths: Ending Our Wait For The Right Company
• Massif Capital - RWE AG: Good Investment, Slightly Disappointing Outcome
• Massif Capital Second Quarter 2022 Letter To Investors
• CDC: High-Yield Low-Volatility Equity Index ETF, Complicated Strategy, Strong Performance
• Where To Find Pricing Power
• Sustainable Challenges Sharpen Equity Investing Opportunities
• Ship Ahoy: Introducing The S&P GSCI Freight Indices
• Tackling The DEI Disclosure Gap - Why No Data Is Worse Than Unflattering Data
• Farnam Street Investments July 2022 Client Letter
• Donville Kent Asset Management - July 2022 Monthly Insights
• Few Investors Listen To A Contrarian - 2 Contrarian Stocks To Consider
• Global Demand For ESG Derivatives Grows
• Praetorian Capital Q2 2022 Investor Letter
• 1 Main Capital - KKR & Co.: Doubling Down
• 1 Main Capital Partners Q2 2022 Fund Letter
• FDN: More Realistic Valuations, Growth Prospects Trimmed
• PFN: Reasonable, But Not Compelling
• DLN: Outperforming In 2022
• FPL: MLP CEF With A 7.2% Yield, High Volatility
• Rose's Income Garden Portfolio Value Up 3.07% YTD: Dividend Yield 5.17%
• iShares MSCI Switzerland Capped ETF: Suitable Conditions
• SPDR S&P China ETF: Macro Risks Trump The Valuation Narrative
• VONG: Vanguard Russell 1000 Growth ETF Outperforms
• Mayar Capital - Unilever: Consistent 15-20% Returns On Capital
• Mayar Capital Q2 2022 Letter To Partners
• BOE: Attractive Discount With A Global Tilt
• RDVY: How Its Constituents Are Handling This Earnings Season
• VT: Global Stocks Eye A Bottom, Volatile Months Ahead
• Arch Capital - InterActiveCorp: The Best Time To Buy IAC
• Arch Capital Q2 2022 Investor Letter
• VCEB Vs. VCIT: Going ESG In Corporates Is Not Working
• Where To Invest Now
• Oxford Lane Capital: NAV Drops 22% In One Quarter, Do We Care?
• LRT Capital Management July 2022 Investor Update
• What Is Risk-Adjusted Return And How Could It Help You Calculate Risk?
• Emeth Value Capital - Diversified Energy Co.: An ESG Business Hiding In Plain Sight
• Tweedy, Browne Fund - Nabtesco: A Pricing Opportunity In An Above Average Japanese Business
• Tweedy, Browne Fund - Deutsche Post: Generating A Consistent 20%+ ROE
• DEEP: A Lagging Small Cap Value Fund
• Emeth Value Capital 1H 2022 Letter
• Entering The Next Phase Of The Inflationary Bear Market
• Weekly Closed-End Fund Roundup: VFL Tender Offer (July 24, 2022)
• 2H'22 Market Outlook: Avoid XLI And General Electric
• TECS: How To Make A Profit This August If Tech Buckles
• The Quality Closed-End Fund Report, July 2022
• FLOT Has The Right Horizon For Those Wanting To Sit The Market Out
• XYLG: Covered Call ETF Suitable For Flat Market Conditions
• The First Question Every Investor Should Ask Themselves
• Time Sensitivity And Volatility Management
• BGR: Buy Oil & Gas Majors With A 10% Discount Via This CEF
• Equity CEF Performances: Updated Through July 29th, 2022
• IFRA Gives You Natural Monopolies With Stable Cash Flows
• Heed The Warnings: Earnings In The Red Could Mean Your Stock Is Dead... Money
• SDS: Leveraged Dashboard For August
• VOO: 3 Reasons To Avoid This Fund Right Now
• Our Income Recession Playbook
• S&P 500: This Rally Is Real And Can Go On Further (Technical Analysis)
• TLT: Holding My Nose And Buying Bonds
• S&P 500: Taking Profit On The Long Positions
• GXG: Colombia ETF As Inflation Winner? Consider Downsides First
• PCQ: 2 Years Later And This Fund Remains Grossly Overpriced
• REZ Isn't My Favourite Set Of REITs
• Tweedy, Browne Fund Q2 2022 Commentary
• ETO: Global Dividend Fund, 7.7% Yield
• ICLN: Clean Energy Stocks Breakout, Eye H2 2021 Highs
• July AAII Asset Allocation Survey: Equity Allocation Continues To Fall As Cash Allocation Rises
• Navigating The Odds Of A Recession
• UDN: The Dollar Index Could Continue To Correct
• GDX: The Fed Has Blinked And Gold Miners Will Benefit
• JEPI: A Solid Income-Based Fund For The Current Market Environment
• UTG: A Wild Ride But Steady Income, ~7% Distribution Yield
• IVV: S&P 500 Dashboard For August
• Beware Behavioral Bias In New Regime
• Massive Buying In SQQQ Indicates A Bear Market Bottom
• International And Non-U.S. Investing; Reasons To Be Bullish; Top 10 Holdings
• Calamos Dynamic Convertible And Income Fund: A 3-Month Checkup
• An Introduction To Carry Strategies
• VFVA: Simple, Aggresive Actively-Managed Small-Cap Value ETF
• GOF: An Income Investor's Friend
• Investment Strategy By Economic Regime
• PPA: Defense Spending Benefits From Major Tailwinds
• SVOL: High Yield From Shorting VIX
• SPHD: Invest Like Warren Buffett?
• ESGU Vs. ESGV: Can ESG ETFs Work For Regular Investors?
• SSO: I Wouldn't Get Too Aggressive Now
• KRE: Regional Banking Stocks Are Still Undervalued
• HIE: Attractively Valued With A ~6% Distribution Yield
• My Current View Of The S&P 500 Index: August 2022 Edition (Technical Analysis)
• Greystone Capital - EDreams ODIGEO: A Very Favorable Risk/Reward Setup
• Greystone Capital - 1847 Goedeker Inc.: Another Stellar Quarter But Declining Stock Prices
• SPY: Reaching For The Stars, Reversal Ahead (Technical Analysis)
• Greystone Capital - IDT Corp.: A Rare Opportunity To Buy IDT Cheap
• Greystone Capital - RCI Hospitality: One Of The Cheapest Stocks In The Entire Restaurant Universe
• Greystone Capital - Basic-Fit: Intact Long Term Earnings Power
• First Trust Capital Strength ETF: Let Us Be Skeptical
• July Update: FTSE Russell Index Reconstitution Anomaly - Strong First Month Results
• ClearBridge Small Cap Value Strategy Portfolio Manager Commentary Q2 2022
• NOBL Vs. TMDV: Is A Longer Dividend Growth Streak Better?
• ClearBridge SMID Cap Growth Strategy Portfolio Manager Commentary Q2 2022
• SCHX Vs. VOO: What's Different And Should You Care?
• ClearBridge Mid Cap Growth Strategy Portfolio Manager Commentary Q2 2022
• ClearBridge International Small Cap Strategy Portfolio Manager Commentary Q2 2022
• ClearBridge International Value Strategy Portfolio Manager Commentary Q2 2022
• ClearBridge Energy MLP Strategy Portfolio Manager Commentary Q2 2022
• ClearBridge Large Cap Value ESG Portfolio Manager Commentary Q2 2022
• STK: A Golden Standard Of Technology CEFs Currently Overpriced
• WDI: Declines Don't Faze Them, Small Bump In The Distribution
• Greystone Capital Q2 2022 Letter To Clients
• MGV: Vanguard's Mega Cap Value ETF Is A Winner
• ClearBridge Investments Global Growth Strategy Q2 2022 Commentary
• Don't Give Up On The 60/40 Portfolio Quite Yet
• Weitz Ultra Short Government Fund Q2 2022 Commentary
• Weitz Investment Short Duration Income Fund Q2 2022 Commentary
• Weitz Investment Nebraska Tax-Free Income Fund Q2 2022 Commentary
• Weitz Investment Core Plus Income Fund Q2 2022 Commentary
• A Stellar 13.6% Gain In July Propels My 25-Stock $382K Retirement Portfolio As It Crushes The S&P 500
• VGIT And VGLT: Vanguard Offers Investor Choices For UST Bond Exposure
• Weitz Investment Balanced Fund Q2 2022 Commentary
• XLY: Examining Consumer Discretionary Prospects
• Weitz Investment Value Fund Q2 2022 Commentary
• BIZD: BDC Index ETF, Strong And Growing 9.2% Yield, Cheap Valuation
• CEF Weekly Review: Leverage Cost Differentiation Is Making Itself Felt
• Weitz Investment Partners III Opportunity Fund Q2 2022 Commentary
• SCHH Vs. VNQ: If You Must Buy A REIT Fund, Buy VNQ
• Investing In Secular Trends: Renewable Energy
• PSLV: Best Time In 2 Decades To Buy
• Weitz Investment Partners Value Fund Q2 2022 Commentary
• DGRO: You Get What You Pay For
• Weitz Investment Hickory Fund Q2 2022 Commentary
• XOUT: Laggards Removed But Alpha Not Achieved
• Pzena Investment Management Q2 2022 Commentary
• The Sound Shore Fund - Lennar Corp.: In An Under-Supplied Housing Market
• The Sound Shore Fund Q2 2022 Shareholder Letter
• ENFR - Natural Gas-Centric Midstream Energy ETF
• GDV: Attractively Discounted And A ~6% Distribution Yield
• TDV: An Excellent Low-Volatility Addition
• Profit From Higher Inflation With RINF
• NEA: Can This Fund Keep Moving Higher? Reasons Why I Think So
• Macro Headwinds And Broad Diversification Are A Stumbling BLOK
• Trade Like The U.S. Congress
• FFC And FLC: Preferred Funds That Hit The Spot
• U.S. Weekly Fund Flows Insight Report: Money Market Funds Realize Longest Weekly Inflows Streak Of The Year
• TDIV: Striking A Good Balance Between Income And Capital Appreciation
• IYR Offers A Punchy Exposure To Specialized Real Estate
• Bronte Capital Amalthea Fund June 2022 Fund Letter
• GTEK: Is Jumping Back Into Tech A Good Idea
• LVS Advisory Q2 2022 Letter
• USHY Sees Risk From Rates Not Accomplishing Inflation Smash
• IEO Might Start To See Some Disruption In A Couple Of Months
• PIMCO CEF Update: Gauging The Impact Of Rising Short-Term Rates On Income
• Yield Hunting Weekly CEF Commentary | July 17, 2022
• CEF Report July 2022: Not Safe To Tread In Taxables Just Yet
• Maran Partners Fund Q2 2022 Letter
• Use 3D Volatility Ratios For Investment Decision Making
• SPHD: Don't Let This Recession Safety Trap Fool You
• Schrodinger's Carbon: Intensity And Paris Alignment
• Tourlite Fund Second Quarter 2022 Investor Letter
• IUSG Is A Big Tech Bet
• CEF Insights: Calamos' Alternative Equity Strategy For Income Investors
• O'Keefe Stevens - GreenFirst Forest Products: Hidden Assets Offer Downside Protection
• O'Keefe Stevens Advisory - Subsea 7: Unrealistic Return Profile
• O'Keefe Stevens Advisory Q2 2022 Update
• Long Cast Advisers Q2 2022 Letter
• Nordstern Capital - StoneCo: More Power To Us
• Nordstern Capital - Evolution: Just Go With Evo
• Nordstern Capital - Imperial Metals: Copper Is Going To Be The New Oil
• Natural Gas And UNG: Not For The Faint Of Heart
• TIP: The Economy Is In A Recession, But Don't Bet On Lower Rates
• IEMG Suffers From China Investability Overhang
• EWUS: Small-Caps In The U.K. Seem Too Beaten Down
• PEY: Why Its 4% Yield May Not Be Worth It
• PST: This ETF Trade Is Over
• Latest Memo From Howard Marks: I Beg To Differ
• URTH Is Mostly Just The U.S., Make Narrower Bets
• SLV: Buy Silver As Monetary Conditions Ease
• TDTT Vs. TIP: Duration Matters With TIPS ETFs Too
• WOOD Is More Lumber Than Just Timber, And We Like Lumber
• COMT ETF: Go Slow
• Nordstern Capital - Embracer Group: The SGG Investment
• New Germany Fund: In A Tough Spot
• Nordstern Capital - Arch Resources: Not Everything Is Rosy
• Nordstern Capital Investors 2nd Quarter 2022 Partnership Memo
• A Collective ETF Trading Mentality
• Build Your Own Berkshire Hathaway
• White Brook Capital - AFYA Ltd: Cheap Stock, Good Business, Inherent Growth
• Discover CLOs
• DIVO: Very Well Positioned To Deliver Inflation-Adjusted Returns
• White Brook Capital Second Quarter 2022 Commentary
• Nuveen S&P 500 Buy-Write Income Fund, 7.2% Yield
• SOXX: Buy Despite The Risks
• Kingdom Capital Advisors Q2 2022 Letter
• Alta Fox Opportunities Fund - Everbridge: A High-Quality SaaS Business At ~3x Forward Revenue
• Alta Fox Opportunities Fund Q2 2022 Quarterly Letter
• PGJ: Long-Term Call Options Are Still The Best Way To Go
• EVT: Monthly Distribution, Financial Overweight
• Horizon Kinetics Q2 2022 Commentary
• BBN: I Still See Value Here
• KOLD: Comparison With GAZ Points To A Buy
• Q3 2022 Sector Ratings For ETFs And Mutual Funds
• NORW: Krone Falls As Oil Price Unable To Shore It Up
• Upside Investing: Invest At Risk Without Risking Your Base Living Standard
• Vir: Biotechnology's Best Near-Term Capital Gain Prospect
• 'Downtrading' Might Be Kryptonite For IYK
• Drill Down On Green Metals And Rare Earth Elements
• IHI Can Boast Of Secular Growth, But Abbott Hinders Resilience
• A Bittersweet (But Nevertheless Sweet) 5-Year Portfolio Performance
• Innovative Industrial Properties: Very Close To A Buy, But Be Patient
• Supply Chain Issues Will Hit Defense And The ITA ETF
• TQQQ: Seize The Opportunity To Generate Significant Alpha (Technical Analysis)
• NCZ: Q&A About The Fund's Distribution Suspension
• What Stocks Are Best During Inflation? Look For These Traits
• Laughing Water Capital - Whole Earth Brands: Starting From A Good Place
• BKLN: Largest Senior Loan ETF, But Better Choices Out There
• Laughing Water Capital - Landec Corp. : A High Quality CDMO
• GUSH: A Very High Risk Double Oil Long
• How Portfolios May Be Handicapped Without International Exposure
• Laughing Water Capital - Countryside Partnerships: Takeover Bid And Near-Term Problems
• NMAI: Sliding To A Wide Discount
• Laughing Water Capital - Our Cannabis Basket
• Laughing Water Capital - Aimia: A Useful Ballast To Our Portfolio
• Laughing Water Capital - Avid Bioservices: Not A Binary Bet But A Real Business
• Laughing Water Capital Q2 2022 Letter
• REET Can Offer Investors REITs' Recession Resilience, But Seems Redundant
• Legacy Ridge Capital Partners - Vistra Corp: Intrinsic Value More Attractive Than Ever
• Legacy Ridge Capital Partners Equity Fund I 2022 Mid-Year Letter
• Right Tail Capital - Ferguson Plc: Improving By Subtraction
• Right Tail Capital Q2 2022 Investor Letter
• East 72 Holdings - Amerco: Opacity Creates Significant Opportunity
• East 72 Holdings - Liberty Broadband: Lining Up With The Cable Cowboy
• Gold And Silver Correct: A Scale-Down Buying Opportunity In GLTR
• BME And BMEZ: 2 Quite Different Choices
• VOOG: Interest Rate Uncertainty Continues To Be A Risk For Growth Stocks
• DIAX: Profit From The High Dow Jones Volatility, 7.25% Yield
• Bitcoin Is Nothing Either Good Or Bad, But Sizing Makes It So
• Japan Is A Great Market For The Japanese, But EWJ Hits Some Wrong Notes For Foreign Investors
• Some Options For Managing Index Investing Risk
• Investing In 3 Inflation-Fighting Themes
• AMZA Vs. XOP: Only One Winner, But Second Place Gets Chicken Dinner
• IDV: This 7% Yielding ETF Is A Market-Beating Dividend Play
• East 72 Holdings Limited Q2 2022 Report
• First Trust Water ETF: Early Q2 Earnings Results Are Encouraging
• RSP Vs. SPY: Does Equal Weight Make Sense Now?
• EWI Gives Some Decent Financials And Utility Exposures
• NORW Is A Narrow But Solid Bet Without Much FX Risk
• Are Healthcare Stocks Still Defensive In The Current Environment?
• Our Income Playbook In Case Inflation Remains Elevated
• Weekly Closed-End Fund Roundup: July 17, 2022
• The BlackRock Science And Technology Trust Could Be A CEF Ready For A Rebound
• Brasada Capital - Cadre Holdings: A Double Digit EBITDA Growth Goal
• Brasada Capital - Azenta Life Sciences: No Ordinary Company
• Brasada Capital Focused Equity Strategy Q2 2022 Letter
• Investing In Infrastructure: Why Now?
• Miller Value Partners Income Strategy Q2 2022 Letter
• Miller Value Partners Opportunity Equity 1H 2022 Letter
• USA - Buying The Dip In This Exceptionally Performing CEF
• CrossingBridge Funds - Stolt-Nielsen: An Attractive Short-Term Yield Opportunity
• CrossingBridge Funds - Inmarsat: Awaiting A $1 Billion Entitlement
• SCHV: Value Funds Are Positioned Relatively Well
• DMA: Is This A Bargain, Or Should You Avoid?
• CrossingBridge Funds Q2 2022 Commentary
• EOI - Get The S&P 500 With An 8% Yield
• UUP: Relatively Safe Asset For Risk-Off Markets
• IYW's Higher Software Dosage Makes It Better Than VGT
• Is SPY A Buy Now As The Market Continues To Struggle?
• 2022 Bear Market Bargains Series - iShares Core S&P/ASX 200 ETF
• iShares MSCI Chile Capped ETF: Not In Vogue, But Cheap
• IYW: Technology Dashboard For July
• Sprott ESG Gold ETF: Yes And No
• RYLD Vs. XYLD: Which Covered Call ETF Is Best?
• AGIH And HYGI: iShares Starts 2 Inflation-Hedged Bond ETFs
• SIVR And GLD: Implications Of Record Dollar Strength
• BRZU: The Major Risks
• TECL - When Leverage Leaves You Poor
• Seeking An Equity Dividend Strategy: Avoid SDIV
• GLU: Rights Offering Unexpectedly Decent
• ECC: The Story Of 1% Total Annual Returns For 5 Years
• TBLD: Flexible Hybrid Fund With A Distribution Yield Of 8.30%
• Cannabis Reform In Congress: For Real This Time?
• The Growth In Responsible Investment Funds
• SPY: Overbought Demand Testing Resistance (Technical Analysis)
• CEF Weekly Review: CEF Yield Rise Has Outpaced Increase In Leverage Costs
• VTI: How 'Brand Value' Stocks Make And Beat Broad Benchmarks
• FEZ: Continental Europe Is Still On Hold For Me
• Real Yields Dropping: Playing The TIPS Market Through SCHP
• Trading The Top 10 Stocks From 40 Large Hedge Funds: Trading Update 7/23/2022
• HYT: Don't Fall For This 9% Dividend Fund
• BUZZ Investing: Meme Stocks See Relief Amid Continued Macro Uncertainty
• 3 Equity Investing Ideas Amid Higher Rates And Inflation
• My First Look At The Vanguard Ultra-Short Bond ETF
• XLE And XLK: Insiders Are Leaving Energy, But Staying With Tech (Technical Analysis)
• Both Conventional Funds And ETPs' Q2 AUM Declined By A Combined $3.862 Trillion
• VCR: Consumer Discretionary Dashboard For July
• BGB: Discount Widening For A Potential Opportunity, But Risks Exist
• The Smead International Value Fund Q2 2022 Shareholder Letter
• CGO: Premium Rises Amid Portfolio Declines
• The Smead Value Fund Q2 2022 Shareholder Letter
• SPXX: Take Advantage Of The High VIX Levels With This CEF
• Rowan Street Capital: The Peloton Story
• Rowan Street Capital - Peloton: A Sticky Revenue Stream With ~70% Gross Margins
• Rowan Street Capital - Meta Platforms: Scaling Many Walls Of Worries
• QQQ: How To Know If We're In A Bull Or Bear Market
• VNQ: Our Bearish Call On REITs Shouldn't Be A Surprise
• U.S. Weekly FundFlows Insight Report: Despite A Market Rally, Conventional Fund And ETF Investors Shun Equity Funds
• SDY: The Good, Bad, And Ugly Of This S&P Dividend Aristocrats ETF
• BCAT: Multi Asset CEF From BlackRock Finding Its Footing, 8% Yield
• SPYG Vs. SPYD ETF: What's The Difference, Is One A Better Buy?
• SPY: Extreme Bearishness Sets The Stage For A Sharp Rally
• BGH Vs. SDHY: A Look At Two 8-9%-Yielding Limited-Duration Bond CEFs
• Rowan Street Capital - Spotify: The Company Vs. The Stock
• What To Do When Growth Stocks Go Down
• Rowan Street Capital 1H 2022 Letter
• The Lost Chapter Of Benjamin Graham
• SaltLight Capital - Brookfield Asset Management: The Counterfactual
• SaltLight Capital - Prosus: Unlocking The Tencent Discount
• Akre Focus Fund Second Quarter 2022 Commentary
• GBIL: An ETF Which Could See Sharply Higher Monthly Dividends
• SQQQ: The Nasdaq 100 May Be Headed For Another Leg Lower
• TTT On Bond Market Recoveries: The Bond Bear Does Not Move In A Straight Line
• BTO: Financials CEF, Long-Term Outperformance, Short-Term Challenges
• JCE: Some Potential, But Looking For A Discount
• SDY: A Way To Play Dividend Trends
• FGB: Discount And Decline Make This An Interesting Play
• SaltLight Co-Investor Letter Q2 2022
• Cooper Investors - Treasury Wine Estates: On A More Sustainable Footing
• Income Investing Guided By Margin Of Safety And Opportunity Cost
• FENY: Fidelity's Energy ETF Is A Buy On Market Pullback
• ETFs For The Climate Emergency
• MSOS: Is It For Real This Time?
• QCLN: The Benefits And Risks Of Investing In Green Energy
• Retail Stocks To Consider As Inventory Prices Are Being Slashed
• QQQ: The Next Leg Higher Will Be Painful For Bears (Technical Analysis)
• Cooper Investors Australian Equities Fund Quarterly Update - June 2022
• A First Look At The Newday Ocean Health ETF
• XLV: Likely To Underperform Long-Term
• Alphyn Capital - Wayfair: Compounding Revenue At Over 30% Per Year
• Deglobalization And The Future Of Portfolio Construction
• Alphyn Capital - Crossroads Impact Corp.: Targeting In Excess Of 20% ROE
• Alphyn Capital - Burford Capital: The YPF Case
• Alphyn Capital - Naspers / Prosus: Value Hiding In Plain Sight
• When It Comes To Portfolio Transitions, Minutes Matter
• Alphyn Capital Management Letter To Investors Q2 2022
• Mayar Capital - Johnson & Johnson: A Commendable 20% To 25% ROIC
• TZA: The Time To Short Small-Caps Has Passed For Now
• Mayar Capital Q1 2022 Letter To Partners
• Use Sumco To Predict Performance Of Semiconductor ETF SMH
• Upslope Capital - Ball Corp.: A Steady, Predictable Business At A Discount
• Upslope Capital's Q2 2022 Investor Letter
• VIS: Industrials Dashboard For July
• DFP: Preferred Securities CEF, Robust Performance
• XBI: Are Biotech Stocks A Good Investment Again?
• QYLD: 3 Reasons Not To Chase The 12% Yield
• Steep Declines For Islamic Benchmarks In Q2, Lagging Conventional Indices YTD
• Baron Health Care Fund Q2 2022 Shareholder Letter
• What's The Electric Vehicle Battery Market Outlook By 2029?
• DMO: A 10%-Yielding Mortgage CEF With Strong Income Tailwinds
• INDA: Valuations Are At A Multi-Decade High
• VTI: The Devil Is In The Details And S&P 500 Funds Have An Edge On Total Market Funds
• Rose's Income Garden Portfolio: Green With Dividend Yield 5.3%; 6 Energy Stock Review
• The Appeal Of Mid-Cap Value
• Thematic Investing: Tomorrow's Themes, Today
• Baron Funds Q2 2022 Report - Letter From Ron
• Investment Strategy Monthly Insights, July 2022
• Worm Capital: The Spotify Machine
• Worm Capital - Tesla: Roughly A 400% Upside
• Worm Capital Q2 2022 Investor Letter
• Alluvial Capital Management Q2 2022 Letter To Partners
• Conventional Fund Investors Move To The Sidelines And ETFs In June
• SMM: Discount Elimination With Proposed Merger
• Weekly Closed-End Fund Roundup: July 17, 2022
• MUC: There Is Value At These Levels
• Today's Active Investment Strategy Prospect: Fair Isaac Corporation
• ERH: Utilities And High Yield, Getting To A Better Valuation
• Challenged Valuations Create Opportunities In Emerging Markets
• XLU: Utilities Dashboard For July
• Ensemble Capital Management - Home Depot: Remodeling Boom
• ETV: Great Fund, Even Greater Premium
• Ensemble Capital Management - First American: At Its Lowest Valuation In Over A Decade
• Ensemble Capital Management - Netflix: Not A Fad
• VTI Vs. SPY: What's Different And Why We Care
• Ensemble Capital Management - Masimo: A Shocking Acquistion
• Ensemble Capital Management - Illumina: Never Been So Cheap
• IBB: Biotechnology Offers A Compelling Opportunity As It Builds Up Momentum
• Ensemble Capital Management Quarterly Letter Q2 2022
• Possible Reversals In Currently Profitable Factor And Sector Trades
• ClearBridge Large Cap Value Strategy Portfolio Manager Commentary Q2 2022
• ClearBridge ESG Investment Portfolio Manager Commentary Q2 2022
• ClearBridge Global Infrastructure Value Strategy Portfolio Manager Commentary Q2 2022
• ClearBridge Multi Cap Growth Strategy Portfolio Manager Commentary Q2 2022
• ClearBridge Appreciation Strategy Portfolio Manager Commentary Q2 2022
• ClearBridge Value Equity Strategy Portfolio Manager Commentary Q2 2022
• VUSB: There Are Better Alternatives To Park Your Cash
• Investors Flock To Safe-Haven And Income Plays Ahead Of Fed Decision
• JNUG And GDXJ: U.S. Dollar Crushes Gold Stocks But The Odds Favor Bulls
• Are Food Stocks Dependable During A Recession? More Than Most
• BCX: At A 11% Discount To Net Asset Value, This CEF Seems A Tad Undervalued
• How The 'Worry Discount' Over-Compensates Investors For Corporate Credit Risk
• NAD: Better Than Nuveen State-Specific Muni Funds
• A Handy Guide For New Authors
• Dividends For Defensive Value
• Resilience Required: A Guide For Investors
• SPY: Will The Market Swoon Ever End?
• Buyandhold 2012 Grew $4k To $87 Million, His Advice For You
• DIV: Revisiting This 6% Dividend Yield ETF
• MUJ Vs. NXJ: There Is A Clear Winner, NJ Residents
• RYLD: The Imaginary 13% Yield
• SPY: Face It - The Market Is Getting More Resilient And This Is Bullish
• UGA: The Gasoline ETF Product - Fill Up Those Tanks On The Dip
• FMAT: Materials Dashboard For July
• IYH: Healthcare Dashboard For July
• Investment Heresy!
• FID: Beneath-The-Surface FX Risks Might Dent Returns
• VDE: 2 Years Later, I'm Still Buying The Energy Sector
• XLI: Industrials Are Getting Attractive
• Special Opportunities Fund: Bulldog Investors Show Some Bite Over The Full Cycle
• XLK And XLE: Using Inverse Correlation To Make Money And Preserve Capital
• SCHD: 3 Reasons To Buy Or Hold Now
• GCV And ECF: A Clear Choice
• SPY: Buy Signal Short Term (Technical Analysis)
• 3 Reasons Why I Prefer SCHD Over VYM
• SCHD: How Does The 3.43% Yielding Dividend ETF Stack Up To Competition?
• Embracing And Harnessing Volatility: Feeling Confident In Your Strategy
• Sustainable Moat Investing: Considering Controversy
• The Auto Industry Is Likely To Grow In Units But Decline In Enterprise Value
• 3 Ways To Reduce Risk And 2 Ways To Increase Returns
• Tekla Healthcare: 10% Yielding CEF Trading Below NAV
• GGZ: Too Much Leverage
• ARKK: No Lessons Learned
• ClearBridge All Cap Value Strategy Portfolio Manager Commentary Q2 2022
• Evidence Of Developing Liquidity Crisis: XLF And GDX In Sharp Decline Simultaneously
• 5 Best CEFs To Buy This Month (July 2022)
• U.S. Weekly Fund Flows Insight Report: Conventional Fund And ETF Investors Give Equity Funds A Cold Shoulder During The Fund Flows Week
• The Long View: Are We There Yet?
• ClearBridge Sustainability Leaders Strategy Portfolio Manager Commentary Q2 2022
• RHS: Consumer Staples Dashboard For July
• ClearBridge Large Cap Growth Strategy Portfolio Manager Commentary Q2 2022
• ClearBridge All Cap Growth Strategy Portfolio Manager Commentary Q2 2022
• CEF Weekly Review: Active Management Is Now Half Price
• ClearBridge International Growth ACWI Ex-US Strategy Commentary Q2 2022
• ClearBridge Select Strategy Portfolio Manager Commentary Q2 2022
• ClearBridge Appreciation ESG Strategy Portfolio Manager Commentary Q2 2022
• ClearBridge Investments - Deere: Advancing A Smart Farm Future
• ClearBridge Investments - Hasbro: Connecting Governance And Long-Term Shareholder Value
• ClearBridge Investments - United Parcel Service: Grasping Realities Behind Net-Zero Targets
• ClearBridge Investments - AES: Transforming Climate Risks To Opportunities
• TMFC: Declined As Expected, Factors Tell Whether It Can Recover Soon
• ClearBridge Large Cap Growth ESG Strategy Portfolio Manager Commentary Q2 2022
• ClearBridge Dividend Strategy Portfolio Manager Commentary Q2 2022
• 4 Closed-End Fund Buys In The Month Of June 2022
• Tradeweb Exchange-Traded Funds Update - June 2022
• Rethinking Elements Of Portfolio Management
• FXI: Strong Gain Leads Me To Take A More Cautious Stance
• CIBR: Taking Advantage Of Volatility
• ECH: The Chilean Opportunity
• IBDN: Try A Term Fund Instead Of A Money Market Fund
• TLT: Long Bonds Are Signaling Peak Inflation (Technical Analysis)
• SFY: This Zero Fee, Growth-Light ETF Performs As Expected
• Opportunities Abound In U.S. Small Caps
• ClearBridge International Growth ADR Strategy Commentary Q2 2022
• ClearBridge Small Cap Strategy Portfolio Manager Commentary Q2 2022
• ClearBridge Mid Cap Strategy Portfolio Manager Commentary Q2 2022
• ClearBridge Global Infrastructure Income Strategy Commentary Q2 2022
• ClearBridge Small Cap Growth  Portfolio Manager Commentary Q2 2022
• Our Second-Half Income Outlook
• NKX Vs. PCQ: Comparing CA-Only Muni CEFs
• ClearBridge International Growth EAFE Portfolio Manager Commentary Q2 2022
• Handling One Of The Most Eventful Times In History - Inflation And Currency Uncertainty
• NZS Capital Growth Equity Fund Q2 2022 Update
• Wedgewood Partners - Starbucks: At A Near Trough Valuation
• Hedging Or Not With GGN
• Wedgewood Partners - Pool Corp: A Beautifully Simple Strategy
• Wedgewood Partners - First Republic Bank: Competitive Differentiation Driving Exceptional Growth
• Wedgewood Partners Second Quarter 2022 Client Letter
• PAVE ETF Corrects: A Scale-Down Buying Approach Could Be The Optimal Entry Strategy
• FAX: Just Get Out And Don't Look Back
• Why PFFA Has Been Underperforming Lately
• PFFA: Preferred Stock ETF Characterized By High Yield And High Risk
• SQQQ: Shorting The Market To Reduce Your Losses
• What Is A Value Stock?
• GLD: Gold Is Spring-Loaded For An End-Of-Summer Bounce
• Stewart Asset Management Q2 2022 Commentary
• A Bigger Boat
• Resetting Your Investment Approach
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• Oberweis Octagon Strategy For Small And Mid-Sized Stock Ideas
• CDC: Testing The Long/Cash Low Volatility Strategy Over 20 Years
• XBI's Strong Relative Outperformance Is Likely To Continue
• Heartland Value Fund Q2 2022 Portfolio Manager Commentary
• MOO: Not Immune To Capital Scarcity And Recession Risks
• Heartland Value Plus Fund Q2 2022 Portfolio Manager Commentary
• PTA: Preferred Fund At A Deep Discount
• Moon Capital Management - Meta Platforms:  High-Margin Monopoly Trading Like A Coal Company
• Moon Capital Management Q2 2022 Letter
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• ETY: Unprecedented Times Act As Real Stress Test For This CEF
• AIF: Leveraged Loan Fund From Apollo, 8.5% Yield
• WDIV: Better Than Competitors Yet Unattractive
• iShares Midyear 2022 Investor Guide
• VGK: Germany's First Trade Deficit In Decades And The Sinking Euro
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• The Good Business Portfolio: 2022 First Quarter Portfolio Review
• IHAK: Cybersecurity Stocks Priced Better, But With Technical Damage
• DBMF: Everything Is Right About This Hedge Fund-Like ETF
• VTI: Risk/Reward Appears Reasonable Again
• 60/40: Reports Of My Death Are Greatly Exaggerated
• Investment Principle: Don't Always Bet On Up
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• Time's Up
• STPZ: PIMCO's Only TIPS ETF With Positive 1-Yr Return
• Andvari Associates - Adobe: Outstanding Financial Profile And Copious Free Cash Flows
• ITB: Homebuilders Are A Value Trap
• Andvari Associates Q2 2022 Fund Letter
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• Black Bear Value Fund - Green Brick Partners: An Excellent Capital Allocator
• Black Bear Value Fund - GrafTech:  Unique Strategic Advantage, 11-16% FCF Yield
• Black Bear Value Fund - Berkshire Hathaway: A Pie That Is Growing
• CLM And CRF Rights Offerings: A Success For Managers And Oversubscribers Alike
• Black Bear Value Fund Q2 2022 Letter
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• ETB: Great Fund, Currently Overpriced
• HQL: A Biotechnology Equity CEF With No Leverage
• THQ: Discount Opening Up In This 6.45% Distribution Yielding Healthcare Fund
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• TD And Royal Bank: Canada's About To Implode
• ONLN: Outlook Isn't Great For Retail Right Now
• RIV: Strong Fund To Buy When The Time Is Right
• Oakmark Equity And Income Fund: Q2 2022 Commentary
• Oakmark International Small Cap Fund: Q2 2022 Commentary
• VinaCapital Vietnam Opportunity Fund: Another Vietnam Market Correction, Buy The Dip
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• FVD: Finally Outperforming In 2022
• Oakmark International Fund: Q2 2022 Commentary
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• QQQ: It's Make It Or Break It For The Summer Rally
• Oakmark Global Fund: Q2 2022 Commentary
• Oakmark Select Fund: Q2 2022 Commentary
• PIMCO Dynamic Income Opportunities Fund - What Now?
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• Oakmark Fund: Q2 2022 Commentary
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• Richie Capital Group - The Trade Desk: A Rich Measurement Marketplace
• Richie Capital Group Q2 2022 Letter To Investors
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• PXE: A Better Way To Trade Exploration And Production Companies
• PDO: Consequences Of The Distribution Hike And Our Outlook
• My Portfolio June Update - 4 Buys And 1 Sell
• Time To Be Contrary? - Weekly Blog # 741
• USMV: A Solid Low Volatility ETF For The Moderately Conservative Investor
• 2 Reasons To Avoid DVYE: China And A Scary Total Return
• ETF Reliable Retirement Portfolio-Bear Market Edition: 2022 Q2 Update
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• GOVT: Do Bonds Signal A Low In Stocks? (Technical Analysis)
• H1 Performance 0%, -30%, Depending On Your Point Of View
• PCN: A Review Of This PIMCO Multi-Sector Debt CEF
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• LRT Capital - Booking Holdings: Reaping Benefits Of An Enormous Network
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• CEF Weekly: Why CEF Discounts Matter More When Yields Are Higher
• LRT Capital Management June 2022 Investor Update
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• GLD Share Price Pullback Is A Convenient Buying Opportunity
• The Month In Closed-End Funds: June 2022
• NDMO: A Year Later, Selloff Seems Overdone
• Ignore Market Forecasts And Adopt An All-Weather Portfolio
• XLP: How This Consumer Staples ETF Stacks Up Against The Competition
• Commodity Selloff Continues In Early Q3: PDBC Is A Commodity ETF With No K-1
• Fear Of Missing Out? Wall Street And Retail Hang On
• DEM: 8% Yield Heavily Exposed To China
• VB: U.S. Small Caps Look Cheap, Holding Key Support
• A Fund Version Of Our All-Weather Income Portfolio
• Leveraged Biotech ETFs: Buy LABU, Sell LABD
• Is FXI ETF A Good Investment In Chinese Stocks?
• U.S. Weekly FundFlows Insight Report: Government-Treasury ETFs Break 4-Week Moving Average Record
• Cybersecurity Is Still At The Frontline Of Geopolitics
• Palm Valley Capital Fund Second Quarter 2022 Commentary
• No. 1 ETF Year-To-Date: SOGU Attacks The SPACs
• ARKK: Inflows Mean Nothing
• QID: I Wouldn't Bet Against The Nasdaq Right Now
• TBT: A Textbook Macro Trade For Difficult Times
• iShares MSCI Turkey ETF: Groundhog Day
• Economic Value Of Equity: Protection From Rising Interest Rates
• ESG And Executive Compensation: Why The Right Metrics Matter
• KBWY ETF: Factors To Consider
• New Inflationary Cycle Investments And Strategies For Secular Bear Markets
• How To Handle Big Losers
• Moat Investing: Capturing Opportunity Amid Volatility
• My Q2 Options Activity: The Market Was Not Kind
• SYLD: Solid Value Strategy, But A Few Disappointments
• Vltava Fund - Cenovus Energy: High-Quality And Low-Cost Assets
• DGRO: A Key Long-Term Dividend Position For My Portfolio
• GNR: Correction In Commodities Offers A New Buying Opportunity
• Crescat Capital June Research Letter: The Rise And Fall Of The Consumer
• Investment Strategy Monthly Insights, June 2022
• Vltava Fund - Letter To Shareholders Q2 2022
• VLT: Small Bond Fund From Invesco, 11% Yield
• DIVB: Combining Dividend And Buybacks
• Equity Funds Suffer Largest Quarterly Decline In 2 Years For Q2, With An Average 14.26% Loss
• Fallen Angels: Hope Is Not A Strategy
• JPS: A Healthy Blend Of Junk And Income
• PDO: Strong Distribution Coverage Leads To A Boost
• The 'High-High-Low' Closed-End Fund Report, June 2022
• VEU: Foreign Stocks Appear Cheap, Trade At A 2-Year Low
• CALF: A Tough Q2, But Can These Small Cap Cash Cows Rebound?
• Equity CEF Performance: Updated Through July 1, 2022
• PTA: Why We Like This 8.4%-Yielding Preferreds CEF
• OPP: 2 Strong Firms Collaborated To Create Interesting Offering
• CYNA: Starting To Look More Compelling Now
• IGR: An Interesting Global Real Estate Income Fund Yielding 9.81%
• Buffett Explains Why Smart People Go Broke: Our CEF Criteria
• Introducing The Global X Interest Rate Hedge (IRHG) And Global X Interest Rate Volatility And Inflation Hedge (IRVH) ETFs
• QYLG: EPS Revisions Are The Next Big Risk For U.S. Stocks
• SPDR S&P Retail ETF: Still Not Bullish On Retail
• Invesco S&P Global Water Index ETF: Rife With Cyclical Companies, Valued Richly
• Rose's Income Garden Portfolio Is Green, Yield 5.3%: June, First Half Review
• ETV: Make Volatility Work For You
• Inflation, Rising Rates, Market Volatility: Navigating The Perfect Storm With Real Assets
• VYM: Dividend Investors Sleep Well
• Decay And Inflation Are Serious Headwinds For SPXS
• Is Now A Good Time To Invest In SPY ETF? Compared To 2021, Yes. To 2023, Hmmmm
• The All-Weather Portfolio: Saying Farewell To A Terrible Quarter
• PIMCO CEF Update: What's Driving Discounts Right Now?
• VYM: Buy For The High Yield, But Consider These 3 Complementary ETFs Too
• DBL: A Comparison Of The DoubleLine Trio
• IGR: Investing In The Right Segments, Diversifying Around The Globe
• Payment For Order Flow And The SEC's Plan To End It
• Should We Be Greedy Now?
• Factor Diversification Offers Relief, But Only In Relative Terms
• SCHB: A Cheap Broad-Market ETF For Beginner Investors
• XLP: Expect Capitulation But Look For Opportunities
• A Hedging Strategy For Volatile Markets: 'To Buy, Or Not To Buy?' Answered
• EDV - Time To Think About Buying Long Dated Bonds
• KWEB: Investible For Diversification And Growth Purposes
• Bonhoeffer Capital - Countryside Partnerships: A 44% IRR Over The Next Five Years
• Bonhoeffer Capital Management Q1 2022 Letter
• Comus Investment 2022 Q2 Letter
• IGV: A Tradeable Low Within A Sharp Downtrend. Levels To Watch
• Time To Swap Out Of QYLD
• SPY: Waiting For July Earnings (Technical Analysis)
• JQC: Discount Expands Further For This Senior Loan Fund
• GoDaddy Educates Internet Business Newcomers - For Its Own Profit
• OUSA: This Quality-Heavy Portfolio Has A Valuation Problem
• Fidelity Total Bond ETF Performing Well Compared To Better Known ETFs, But...
• VOE: Mid-Cap Value Stocks Offer Outperformance Potential
• ARKK: Looks Like We Hit Support, Get A 10% Discount
• BLV: Approaching An Inflection Point For Investment-Grade Bonds
• Wide Moat ETF Adds Financials, Quits Coca-Cola And Big Tobacco, Keeps Faith In Tech
• ILF: Latin American Stocks Offer Promising Returns At Present Prices
• SOXL: How To Trade This Leveraged Play On Semis
• Chasing 15% High Yield Is Great In A Bear Market, Portfolio Stock Price Change From June 16th
• Trading The Top 10 Stocks From 40 Large Hedge Funds: Trading Update 7/2/2022
• MEGI: Revisiting This New Infrastructure Fund, Discount Widens Further
• Top Piotroski-Graham Long Term Value Stocks: July 2022 Semi-Annual Selections
• IGA: Global Equities Buy/Write CEF, 8.72% Yield
• LONZ: PIMCO Launches Short Duration Senior Loan ETF
• Calamos Investment Team Outlooks, July 2022
• CEF Weekly Review: Putting CEF Fees In Context
• DSU: Reaching For Yield The Contrarian Way
• BOND: Strong Bond ETF, High-Quality Holdings, Index-Beating Performance, 3.0% Yield
• 1H 2022 Portfolio Review - Avoiding A Personal Bear Market
• RSP: S&P 500 Valuation Dashboard For July
• Prepping For The Second Half
• VO: Don't Rush, It Will Eventually Get Cheaper
• Outperforming During A Bear Market With A Sector Rotation Strategy
• June AAII Asset Allocation Survey: Highest Level Of Cash Since April 2020
• Evaluating Closed-End Funds: GOF Still Not Covering The Distribution
• The VIX Futures Curve Was Recently In Backwardation, Why UVXY Might Be Peaking
• An Investment Lifetime, Distilled
• Big Upside In Pacer U.S. Small Cap Cash Cows 100 ETF
• S&P 500: The Bottom Is Already In
• My Current View Of The S&P 500 Index: July 2022 Edition
• My 26 Stock $336k Portfolio Outperforms The Market In Horrendous June Because Of This Key Trade
• When Is It 'Safe' To Invest In Stocks After Corrections?
• EFG: Past Performance Is Concerning
• Rupiah's Weakness Makes EIDO Prone To Further Decline
• KBE: Fed Stress Tests For Banks Set Up An Important Q2 Earnings Season - We're Bullish
• iShares MSCI Singapore Capped ETF: High Quality And High Yield
• iShares MSCI Canada ETF: Cheap, But Not The Rosiest Outlook
• Look Beyond Legacy Fund Ratings And Avoid DF Dent Midcap Growth Fund
• VPL: Deep Value In The Pacific
• How We Are Navigating This Income Market
• Look To SPGP For Robust Portfolio Diversification
• Positioning For The Net-Zero Transition
• PMF And PMX: Comparing 2 PIMCO Muni CEFs
• Global X Uranium Is A Strategic Play And Recession Agnostic
• Introducing The First Global Voluntary Carbon Market Index
• EWU: The U.K. Has Merit, But Be Aware Of The Headwinds
• CXSE: More Effort Is Needed To Revitalize The Chinese Economy
• Earn Income And Play Defense With DHS
• AOD: Global Equities CEF, 8.5% Yield
• SPXL: The Massive Return In 2021 Could Likely Be Repeated After The Bottom
• ITB: Slowdown Fears Slam Housing Stocks
• PDI: Not Out Of The Woods Yet
• 6-8% Yielding Baby Bonds - Heroes Of The 2022 Income Market
• Are Carbon Offsets The Next ESG Investing Frontier?
• JEPI Vs. SPY: Will The Relative Outperformance Continue?
• GreenWood Investors First Quarter 2022 Letter
• A Strategy For Investing During A Recession
• The Nasdaq 100 Is Still Overvalued
• Diversity Leaders Open New Doors For Equity Investors
• ETF Winners And Losers During Bear Markets
• Yield To Maturity, Or How To Easily Estimate A Bond Fund's Expected Returns
• DTH: Fund For International Value Factor Exposure, Though With FX Risks
• A Closer Look At The Listed Infrastructure Advantage
• PBW: Participating In The Clean Energy Revolution Has A Price
• ONEQ: Even A Bullish Outlook May Not Be Good Enough
• Long IEA, Short REI: Renewable Energy Vs. Fossil Fuels, A Showdown
• Weekly Closed-End Fund Roundup: June 19, 2022
• BUI: Non-Leveraged Utility Fund Dipping Into A Discount
• Vanguard Mid-Cap Growth ETF: Overvalued With Many Low Margin Holdings
• Municipal Sector Update: Munis Continue To Outperform As Markets Dislocate
• If I Could Only Own 10 Stocks
• SCHD: Why It Is Poised To Disappoint
• Investors Who Are Liquidating To A Cash Position - What To Do Next?
• ERH: Buy This Vaunted Utilities Fund, An Alternative To DNP
• UCO: Crude Oil Still Looks Like An Effective Hedge
• XSD: Semiconductor Stocks Are Probably Safely Undervalued
• Vanguard Real Estate ETF: Not The Worst Option Around
• XLF: Short-Term Troubles
• DBA: The Growth Shock Appears To Be Here
• SPY: The Summer Rally Has Begun (And It Has Legs)
• How Should You Invest During A Recession?
• GDX: Assets & Cash-Flow In Place
• NLR Is A Pretty Diluted Bet On Nuclear Energy
• Abnormal Returns Of The Russell Index Reconstitution Anomaly: New 2022 Study
• DRN: Economic Scenario Unfavorable For Leveraged Bull Diversified REIT ETFs
• Stashing Cash: SHY Features A 3% Yield With Low Risk - Assessing Your Yield Options
• Managing Risk Via Small-Cap Dividend Growers
• DIVO: Amplify's Approach To High-Quality Equity Income Is At The Top Of My Buy List
• NRK Vs. NAN: Comparing Nuveen NY State Municipal Bond CEFs
• ARKX: Don't Be Fooled By The Bear Market Rally
• IAE: Asia Pacific Equities CEF, ~12% Yield, Chinese Tech Exposure
• KBWB: I've Been Watching, Now I'm Buying
• Now Might Not Be The Time To Buy VIG
• HYD: Strong Municipal Bond Index ETF, 3.9% Yield
• SPY Moving Higher, Technical Bounce Continues
• IGRO: FX Risk And Dividend Growth Among Concerns
• VOOV: Showing Resilience In 2022
• TQQQ: Still Waiting On The Sidelines
• EWZ: Bargain Hunting
• EXD: Options Strategy Providing Some Reprieve
• GDX: Time To Buy The Dip
• SLV: Breakdown In Japanese Yen May Portend Larger Fiat Currency Crash
• VXUS: Past Performance Is No Guarantee Of Future Results
• CEF Weekly Review: Does The NAV Matter Or Not?
• Simplicity Yields Outperformance: The S&P 500 Low Volatility High Dividend Index
• DSL: Distribution Coverage Remains Strong
• Lipper Natural Resources Funds Report Third-Largest Outflow On Record
• U.S. Weekly FundFlows Insight Report: Sector Energy Funds Report $1.3 Billion In Outflows, Fourth Largest On Record
• UPRO - Beware The Ides Of March
• Value's New 4 Horsemen? Meta, Netflix, PayPal And Zoom Added To Russell 1000 Value Index
• XHB: Soft Landing Scenario Is Bullish For Homebuilders
• Buy Short Treasuries: Use A Ladder And Keep Some Cash In Reserve
• My Random Stock Portfolio Experiment, After 2 Years Live Performance
• HDV: Yield Could Push 4%, But Energy Risks Are Now Too High
• 'HODL' Finds Its Inevitable Flaw
• S&P 500: A Warning To All Investors
• NUGT: As Recession Looms, Leveraged Gold Mining Bull ETF Makes Sense
• QQQ Vs. TQQQ: What Are The Differences And How To Compare These ETFs
• CII: Navigating A Challenging Environment
• YH CEF Weekly Commentary - June 12, 2022
• Nuveen Select Tax-Free Income Portfolio NXP: A Post-Merger Update
• GDXU: Short-Term Gain, Long-Term Pain
• Luxury: A Durable And Diverse Theme
• Data Driving The Weights Within The S&P 500 Net Zero 2050 Paris-Aligned ESG Index
• IPAY: Capital Shortage, Valuation Amongst Risks
• DON: Mid-Cap Dividend ETF Review
• JRI: Discounted Real Asset Fund
• MCI: Time To Buy An Outstanding Long-Term Performer
• URA: Compelling Macro Tailwinds But Wait For Better Market Conditions
• PCM: Attractive Holdings, Unattractive Price
• FDL: A Perfect Hedge Against Looming Recession
• I Love Small-Cap Value, But VBR Is Too Watered-Down
• IYT Transportation ETF: Terrible Outlook, But New Investment Opportunities
• FDEU: Not Out Of The Woods, But The Conditions Are Turning
• Using Index Funds For Diversification
• FALN: Historic Outperformance Despite A More Defensive Stance
• QQQX: Outperformance Over QQQ Should Widen
• Vanguard U.S. Quality Factor ETF: Useful And Cheap
• UCO: Bullish On Crude Oil As Supplies Remain Tight, Demand Remains Strong
• LABU: This 3X Leveraged Bull ETF Fails To Raise Any Optimism
• GGN: This High Yield CEF Is A Safe Bet In Current Economic Scenario
• Wells Fargo Bank Competitors' Review:  Including American Express
• 2 Best ETFs To Buy Now As Powell Backpedals And Inflation Surpasses Fed Target
• FTEC: Technology Dashboard For June
• Combining Dividend Strategies
• SPY: We're In The Eye Of The Storm
• Secular Outlook Key Takeaways: Reaching For Resilience
• VCSH: Corporate Bond ETF For When The Dust Settles
• Taking (Another) Peak At The Canadian Preferred Share Market
• An Opportunity To Commit Heresy - We Believe XLE Has Further To Fall
• Vanguard Value ETF: Why It's Good To Have 'All-Weather Protection'
• Space Sector ETFs - Sound Exciting, Aren't
• MTUM: The Momentum Factor Loses Luster As Mega-Cap Growth Underperforms
• BITI: It Is Too Late To Short Bitcoin
• Is XLE ETF A Good Buy Now?
• Muni CEFs Look Better (And Buyable) But Not Great
• FIDU: Industrials Dashboard For June
• Portfolio Construction In The Age Of Uncertainty
• Evaluating Closed-End Funds: GLV Is Overpaying The Distribution And Trading At A High Valuation
• SDOW - Profit From The Next Leg Down In This Bear Market
• PCK: Trades At Discount To NAV, Rising Inflation Can Cause Pain
• VDE: A Risky Energy ETF Play Ahead Of Recession And Demand Destruction
• FDIS: Consumer Discretionary Dashboard For June
• Buying The Dip In XLE Stock? Here's What You Need To Know
• XME Benefits From Severe Commodity Supply Shortages
• Weekly Closed-End Fund Roundup: Volatility Brings CEF Rotation Opportunities (June 12, 2022)
• Why SARK Is An Unconventional Yet Effective Inflation Hedge
• Massive Opportunity For Bonds Is Coming
• SPY: Position For Outperformance
• XLE: Energy Stocks May Have Peaked As Recession Fears Grow
• PFFD: Starting To Nibble At Preferred Shares
• BOTZ: A Strong Cocktail Of Robotics And AI For The Long Term
• Navigating The Correction
• First Look At The MFS Special Value Trust
• Ford Option Premium Locked In, Taking Shares Of Conagra
• FXZ: Materials Dashboard For June
• BUZZ Investing: Sentiment Toward Energy On The Rise
• DOG: How To Short The Dow Jones Index
• Rebuilding Resilience In 60/40 Portfolios
• In Search For An Alternative To 60/40 Portfolio
• IBB: M&As Are Back
• Beware The Unspoken Leverage
• NBB: Hard Not To Like This Taxable Muni Fund At This Price
• JETS Is Superior: IATA Forecast Boosts Airline Performance
• PBJ: Value, Quality, And An Aura Of Defensiveness
• AIO: Hybrid Approach To 'Tech' Investing
• Closed-End Funds: 2022 Revisit Of Funds That Have Never Cut Distributions And Have An Inception Pre-2008
• NOBL: Dividend Aristocrats ETF, Outstanding Dividend Growth Track Record, Cheap Valuation
• UNG: Stalling Gas Exports May Bring Natural Gas Back To 2021 Levels
• DNP: The Enigma Running Out Of Room To Sustain The Distribution
• TAN: Solar Stocks Rangebound With Volatility And Recent Relative Strength
• IYM Has Seen Gains Earlier In 2022. What To Consider Now
• 2022 Bear Market Bargains Series - Invesco Solar ETF
• A TSM-POWI Swap: Your Elder-Care Financial Planning
• IHF: Healthcare Dashboard For June
• Don't Gamble - Invest In Contrarian Value
• KIO: Not Set Up For A Recession
• SPY: Where Is The Bottom (The Liquidity Shock Selloff Round 2)
• First Trust Natural Gas ETF: Natural Gas Has More Upside
• IDRV: Differentiating Between The Short- And Long-Term Opportunity
• VNM: Vietnamese Stocks Are Probably Undervalued
• KSA: Saudi Arabian Stocks Still Offer Good Potential Returns In 2022
• XAR: Aerospace And Defense Stocks Are Likely To Disappoint
• HTD: Opportunities Opening Up In This Steady Fund
• SPY: Looking For A Technical Bounce
• YYY: Subpar CEF Fund Of Funds, No Reason To Buy
• EWT: Taiwanese Stocks Look Inexpensive But Political Risk Premium Will Likely Remain
• XES - Oilfield Services ETF A 'Dry Hole' Long-Term
• AOR: Fairly Valued But Not A Great Diversified Amidst Global Inflationary Pressures
• DBC: Commodities Come Under Fire As Energy Stocks Sink
• Equity Market Prices Now Seen Low By Institutional Investors And Market-Makers
• MXI: Materials Stocks Offer High Returns, Especially If A Near-Term Recession Is Avoided
• ASGI: Attractive Discount For This Non-Leveraged Infrastructure Fund
• Your Balanced Index Still Isn't Balanced
• VIGI: Diversification Opportunity For Dividend Growth Investors
• CEF Weekly Review: Structure Over Management
• Finding Silver Linings With Tax Loss Harvesting
• PDO And PAXS: PIMCO Taxable Fixed Income CEFs Trading At A Discount
• The State Of Sustainable Investing
• UAE: Risks Are High Despite Steady Economic Expansion
• Is It Time To Consider Muni Closed-End Funds?
• VTEB: Simple Municipal Bond Index ETF, Low 1.8% Yield, Low Prospective Returns
• GMOM: Momentum Strategy ETF Is A 2022 Winner, But We're Not Convinced
• FSTA: Consumer Staples Dashboard For June
• IYT: Transportation Stocks Are No Longer Expensive But A Neutral Stance Is Warranted
• HYG: Chasing A 5% Yield Will Prove Costly
• NOBL: 8 Is Enough, Don't Buy All The Dividend Aristocrats
• VDC: An ETF With Solid Returns Potential In Bear Markets And Recessions
• U.S. Weekly FundFlows Insight Report: Conventional Funds And ETFs Witness Near-Record Outflows In 2 Major Asset Classes During The Fund Flows Week
• Municipal Bond Fund And ETF Woes Continue In June, But Not Equally
• Utilities Help Fuel Rose's Income Garden: 8 Investment Sector Review /Dividend Yield 5.4%
• VGSH - When Staying In Cash Is A Good Idea
• UTG Moves To Hold, BUI To A Buy
• Can Papa Dow Save You From The Coming Recession?
• BDJ: Close-Ended Diversified Equity Fund Likely To Sustain Its High Yield
• QYLD: Viewing Through The Eyes Of An Income Investor
• HYB: High Yield Panic Mode Is A Buy Signal
• CEF: A Gold And Silver Play When You Don't Know What Else To Do
• Cryptocurrency In DC Plans? Like A Fastball Pitcher On A Basketball Team
• IXC: Oil And Gas Stocks Are Probably Trading At Fair Value Although Further Upside Is Possible
• XLV, XBI: Why We're Bullish On Healthcare (Generally) And Biotech (Specifically)
• RYU: Utilities Dashboard For June
• VIG: A Risky Play Amid High-Interest Rate And Economic Growth Sensitivity
• REMX: Rare Earth Metals Index ETF, Strong Growth Prospects And Potential Returns
• SPHY: Strong Corporate Bond Index ETF, Potential Capital Gains And Dividend Growth
• DRIP: A Very High Risk Double Oil Short
• Crypto Plunges Post-Fed, ETHE Shares Crater
• iShares 7-10 Year Treasury Bond ETF: On A Downward Rally
• FNDX: Well-Positioned To Attract Flows In A Risk-Off Environment
• IAT: Hard To See Ample Merit In The Absence Of A Soft Landing
• Chinese Large Caps And The FXI - The Algorithm Remains Short
• Bitcoin Futures Exposure For Taxable Accounts
• PEY: Resisting The Market Downturn
• As Rates Stabilize, Growth Stocks May Rebound
• It's Shocking: Inflation's Impact On Asset Allocation
• Staying Invested With Minimum Volatility ETFs
• Using Private Markets To Target The Biggest Investment Challenges
• A First Look At The iShares Bloomberg Roll Select Commodity Strategy ETF
• Accidents, Safety Nets And ETFs
• HYG: We Just Broke NAV?
• SCHG: Overvalued In A Rising Rate Environment
• XLF: Big Banks Teetering On Another Liquidity Crisis
• Investors Turn To ETFs And Give A Cold Shoulder To Conventional Funds In May
• FM: Frontier Markets Offer Value With Inherent Risks
• Creating Alpha In Both Up And Down Markets
• XLY: Buy Before China Concerns Erase
• VGT: More Downside May Lie Ahead
• SCHD: 3.50% Estimated Yield, 12% Dividend Growth, And More Reasons To Own
• AWP And RNP: A Switch Makes Sense
• SPY ETF: More Pain Likely Ahead
• FCOM Trumps XLC In This Communication Services ETF Battle
• IWF - When Growth Is Getting Slaughtered
• DSL: We Reduce Allocation On A Number Of Rising Income Headwinds
• IJR And IWM: Small-Cap Is The Most Attractive Sector Now
• Tradeweb Exchange-Traded Funds Update - May 2022
• FREL: Investments In Industrial REITs Can Generate More Value
• BSTZ: A Macro Play At This Stage
• AGG And TLT: Bonds' Time Has Come
• IXUS: Non-U.S. Equities Appear Undervalued After Recent Market Sell-Off
• How I Time The Market
• Fighting Inflation With RFI
• RPAR's Underperformance Explained
• IVE: Value Is Back In Style
• ANGL: Outstanding Corporate Bond ETF, 4.6% Yield
• May Was A Busy Month Of Buying
• ARKK Vs. ARKW: Which ARK ETF Is The Better Buy?
• PKW: Why The Buyback Achievers Continue To Disappoint
• Building An All-Weather Income Portfolio
• Renovating My Home-Grown Portfolio
• ESG Offers Less Than Advertised
• ERY: A Contrarian Leveraged ETF Against The Market's Most Crowded Energy Trade
• Impact Of Rebalancing On Dow Jones Industrial Average Performance
• Monitoring Our Funds' Distribution Sources: 'Business As Usual' Vs. More 'Heroic' Income
• Hypothetical Returns Designed To Disappoint
• Portfolio Positioning: Surviving The Volatility, Pick High FCF Yield Stocks
• Recession Coming? How 4 Of The Most Popular Funds Performed In The Past
• Global Moat Investing Showing Strength In 2022
• JEPI Vs. NUSI: And The Winner By A Knockout
• BST Will Continue To Be Under Pressure
• GAB: Playing With Fire, USA A Worthwhile Swap Candidate
• EWY: South Korean Equities Are Cheap In 2022
• LRT Capital Management May 2022 Investor Update
• Is It Time To Ditch Market Cap Weighted High Dividend ETFs For Alternatively Weighted Ones?
• High Yield Bonds: Opportunity On The Horizon
• QQQ: The Nasdaq 100 Declines Are Far From Over
• AMD Vs. Texas Instruments Stock: Which Is The Better Buy?
• 2022 Bear Market Bargains Series - Amplify Lithium & Battery Technology ETF
• CEFS ETF: High-Yield Income Strategy With An Interest Rate Hedging Kicker
• LVHD: Low-Volatility High Dividend ETF
• RCS: 1 Of PIMCO's Poorest-Performing Income CEFs
• EWW: Hawks May Prevail, Alpha Not In The Cards
• Weekly Closed-End Fund Roundup: June 5, 2022
• The 'High-High-Low' Closed-End Fund Report, May 2022
• BMEZ: Attractive Discount In This Beaten Down Name
• FTF: A Tempting Discount Opening Up, But There Are Risks
• XLI: Industrials Sector ETF Approaching February 2020 Support
• DGRO Looks Like A Risky Play In Volatile Market Conditions
• SPY Stool Tips Over Targeting The Bottom
• Trading The Top 10 Stocks From 40 Large Hedge Funds: Trading Update 6/11/2022
• Peering Down The Elevator Shaft: SPY Can Easily Drop Another 20%-30%, Maybe More
• PFL And PTY: We Are Entering The Final Meltdown Phase
• VUG: The Sell-Off In Growth Looks Like An Opportunity
• TBT ETF: Still An Excellent Hedge But Not Much Upside Left
• IJH: Mid-Cap Stocks Are Priced For Uncertainty But Probably Undervalued
• PID: A Dividend-Paying ETF To Navigate This Treacherous Market
• COWZ: Milking Returns In Strong FCF Yield Stocks
• EWW: Mexican Equities Are Probably Fairly Valued
• Nuclear Conflict: Why We Must Consider The Risks
• 5 Best CEFs To Buy This Month (June 2022)
• My Portfolio Strategy For Q3/2022
• CEF Weekly Review: Why We Are Less Worried About Distribution Coverage Right Now
• XLB: Strong Investment Case Still Present
• KBWD: A Decade Of Money Erosion
• GER: Can This CEF Capitalize On Increased European LNG Demand?
• Why Should Investors Stay Invested During Market Volatility?
• INFL: Too Much Of A Good Thing Is The Risk Going Forward
• My Top Ten Factors - For Going Long And For Going Short
• SCO: A Short Oil Position And How It Can Be Used
• My Market Forecast Calls For Wild Swings, Slight Progress: Hold VTI
• VanEck Social Sentiment ETF: Don't Buy Into The BUZZ
• U.S. Weekly FundFlows Insight Report: International Equity ETFs Suffer Largest Weekly Outflow Of The Year
• Muni Bond CEFs: PIMCO Or Nuveen? The Choice Is Obvious In This Market Environment
• Possible Benefits Of Owning VTI Instead Of SPY
• Opportunity To Outperform
• FTF: You Are Getting A 2.7% Return Here, Not 11.5%
• VEA: Strong Dollar Headwinds Set To Fade
• PICK: Global Metals And Mining ETF, Effective Inflation Hedge, 5.8% Yield
• EWZS: Outperformance So Far, But Dangers Lurk
• EOS: Overweight Tech Makes 2022 A Challenging Year
• FPE: Better Than SPFF, But Still Unattractive
• VTV: A Double Edged Sword In This 'Stagflationary' Environment
• DBB: The Cyclical Downturn Has Likely Begun
• VXX: A Bullish Opportunity Takes Shape Ahead Of Q3
• Conjunction And Disruption: Technology, War, And Asset Prices - Part 4
• VEGI: Agriculture Stocks Are Undervalued Even After Strong Post-Pandemic Performance
• EWA: Australia Still Looks Investable
• VHT: Care Needed No Matter Inflation/Recession
• GLTR: All That Glitters Is Not Just Gold
• JRI: A Strong Yield, High Risk Closed-End Balanced Mutual Fund
• SPY And Recession: Early Warnings Signs
• XLE - How To Safely Jump On The Energy Bandwagon
• HACK: Exploring The Risks And Benefits Of Investing In Cybersecurity
• VNQ: Commercial Property Market To Freeze With Slowing Economy And High Interest Rates
• VBK: Why Growth Investors Should Avoid The Small-Caps
• JJU: Short-Term Headwinds Dampening The Long-Term Outlook
• iShares MSCI Hong Kong ETF: Key Considerations, For And Against
• XBI Or IBB: How To Play The Oversold Biotech Most Efficiently
• India Fund: Double-Digit Yield, Growth Prospects Of Indian Economy Make It Attractive
• Capital Losses Are Tuition In The School Of Portfolio Management
• XLE: An Energy ETF To Consider
• Lipper Financial Services Funds Hemorrhage Capital
• Green Giants May 2022 Newsletter
• ARKQ: Better Than ARKK But Better Without
• FEO - Hybrid EM Fund, 10% Yield But A Value Destruction Tool
• Must Love Dogs
• VWOB: Strong Emerging Market Debt Index ETF, 4.9% Yield
• ERX: High Risk For Bull Oil Markets
• Aberdeen Offers Both A Short And Long-Dated Commodity ETF
• FOF: Highlighting Some Misconceptions About This 9%-Yielding Hybrid CEF
• ICSH: Safe Recessionary Vehicle
• OXLC: A Bad Setup For Income Investors
• The Outperformance Of Our U.S. Stock Portfolio
• XMPT: An Interesting ETF With A Portfolio Of Muni CEFs
• BSTZ: Not Throwing In The Towel
• VUG: Not The Right Time To Buy This Growth-Focused ETF
• JHI: Buy This Under-The-Radar 9% Yield
• 3 Ways To Help Hedge Inflation Risk
• QUAL Vs. JQUA For Quality-Factor ETF Title
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