The WisdomTree U.S. High Dividend Fund ETF (DHS) focuses on high-dividend yielding large-cap U.S. companies, with a distribution rate of $3.22/share and a yield of 3.18%. Launched in 2006, it has 363 holdings, primarily in healthcare and financials. DHS is suited for investors seeking core dividend income in a diversified portfolio.
The Schwab U.S. TIPS ETF (SCHP) offers low-cost access to Treasury Inflation-Protected Securities, adjusting for inflation. It holds a diverse portfolio across maturities, proving beneficial in inflationary environments and providing portfolio diversification. While it has historically performed well, its performance relies on inflation adjustments and real interest rate changes.
ASML, a leading Dutch semiconductor manufacturer, has seen a 60% year-to-date gain, now valued over $400 billion. Despite strong margins and performance, its high earnings multiple of 39x raises concerns. Following mixed Q3 results, a cautious Hold rating is issued, with a $1,176 price target indicating limited short-term upside potential.
India’s equity market is stabilizing after a turbulent year, with valuations becoming more defensible and policy continuity easing investor concerns. The market’s reset fosters renewed interest, supported by a young workforce, infrastructure investment, and consistent governance. The conditions suggest an appealing investment environment, merging cyclical growth with long-term structural potential.
A BlackRock survey reveals that many Americans avoid investing due to financial constraints, lack of knowledge, or fear of losses. Warren Buffett recommends S&P 500 index funds as a simple solution to these issues. Investing in a low-cost index fund can help overcome barriers and foster good financial habits over time.
Amazon’s advertising revenue reached $17.7 billion in Q3, reflecting a 22% year-over-year increase and surpassing Netflix’s ad tier users with 315 million viewers on Prime Video. This segment is growing faster than others, leveraging Amazon’s extensive ecosystem, and contributing significantly to overall revenue and operating income, positioning Amazon as a strong investment.
The conversation between Brock Campbell and Todd Rosenbluth highlights the promising prospects of infrastructure investing amid current economic conditions. Campbell emphasizes that infrastructure offers income and downside protection, making it appealing. The BNY Mellon Global Infrastructure Income ETF (BKGI) adopts a broader view of infrastructure, aiming to capitalize on various secular trends such as demographics and technology.
Investors must also consider the trade-offs between active and passive management in both the equity allocation and options overlay within the strategy, as the methodology may significantly impact a strategy’s
The CBOE Volatility Index has been in a downtrend after spiking at the onset of the pandemic; a trend that has accelerated since at least October of last year. The index is now trading at levels not seen since
She also noted that famed investor Paul Tudor Jones measures the effectiveness of inflation-fighting assets using four metrics: purchasing power, liquidity, portability, and trustworthiness. Koffman, the publisher of
It is improbable that you have come across this strategy, but these are unprecedented times, when even treasuries, which are normally considered safe, need protection (hedging). After considering various options, I opted for Invesco’s PSQ, which is an ETF used for shorting the tech stocks forming part of the Nasdaq. To illustrate this hedging strategy, I use an example portfolio consisting of a combined investment in the ETFs EDV and PSQ.
Simplify Asset Management has added two new ETFs that aim to deliver enhanced income through an options strategy overlay. The fund seeks to enhance its yield by layering an options writing strategy on top of the
DBEF, meanwhile, seeks investment results that generally correspond to the performance of the MSCI EAFE US Dollar Hedged Index, which is designed to track developed market performance while mitigating
Bob Elliott, CEO and CIO of Unlimited, said: “After spending many years in the hedge fund industry, we’ve identified that investors are either ill-served by exorbitant fees in the asset class or are unable to access such
