Covered call ETFs are becoming increasingly popular among retirement income investors.But as valuable as these vehicles are, they can be even better if you put some good players around them.I outline in detail how I supplement covered call ETFs with offense and defense ETF “tilts” to create and maintain a flexible, dynamic retirement portfolio for my family.
September and October are infamous for major bouts of volatility striking markets.Identifying the possible catalysts for volatility is the first step to staying ahead of it.Our team also spotted unusual activity in the embattled Real Estate sector, but M&A action offers hope amid real estate’s ruins.
Vanguard High Dividend Yield ETF is a diversified investment portfolio focused on high-quality dividend stocks.The ETF offers a low expense ratio, strong long-term returns, and a decent dividend yield of 3.1%.The fund is broadly diversified across all sectors of the economy and includes top holdings in leading companies.
iShares Russell 2000 Growth ETF is a diversified small-cap ETF that offers exposure to growth stocks in various sectors.The ETF is cheaper and less time-consuming than investing in individual small-cap stocks or close-ended mutual funds.The fund prioritizes fundamentally strong small-cap stocks with higher P/B ratios and growth forecasts, and generates strong price growth over the long run.We are Avisol Capital Partners, a team of medical/biotech experts and finance professionals. We lead the investing group Total Pharma Tracker, where we aim to make the science of biopharma investing easily undestandable to regular investors.
The Invesco S&P 500 GARP ETF combines tenets of growth and value investing strategies into a ‘GARP’ fund. The SPGP ETF has delivered exceptional returns in its short history and has outperformed the S&P 500 in both bull and bear markets.
The SPGP ETF may be suitable for investors with above average risk tolerance that seeks to maximize returns.
ProShares Short S&P500 is currently paying a higher cash yield than owning stocks long through a regular index fund.The trust is yielding around 3.5% annualized on a forward basis, with excess cash income beyond its management fee paid to holders.This setup is encouraging risk takers to go short stocks instead of long, a major change of tune for investors.