The Global X NASDAQ 100 Covered Call ETF seeks to generate income through selling at-the-money covered calls on companies in the Nasdaq-100.The fund retains a portion of the premium it collects to mitigate long-term erosion and has a history of paying distributions in the form of return of capital.Its volatility can be hedged by taking on a short position in TQQQ.
In fact, the standard practice that most analysts and investors follow to estimate the risk-free rate is to use the government bond rate, with the only variants being whether they use a short-term or a long-term rate. As we noted in our country risk discussion, governments do default on their local currency
Diversification has not worked well this year, with large-cap tech stocks outperforming other sectors.The iShares Core S&P Total U.S. Stock Market ETF (ITOT) offers broad exposure to the entire U.S. stock market, including large-cap, mid-cap, and small-cap stocks.ITOT has low fees, tax efficiency, and potential for future growth, making it a compelling investment option for diversified portfolios.
Schwab 1000 Index ETF (SCHK) covers over 90% of the total US stock market capitalization, but the market is considered expensive based on the revised Buffett Indicator and forward P/E ratio.SCHK had a challenging year in 2022 but has since recovered, delivering a positive return of 19.2%.The Federal Reserve’s elevated interest rates and the possibility of a recession pose significant downside risks to SCHK’s fund price, so investors should wait on the sidelines.
Joining us now to discuss, Jitania Kandhari, Deputy CIO of the Solutions and Multi-Asset Group, Head of Macro and Thematic Research for Emerging Markets Equity, and Portfolio Manager for the Passport Equity strategies at Morgan Stanley Investment Management. Greg Bonnell: I know when I talk to
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.
Rental properties are a popular passive income investing method and have created immense wealth for many.However, buying high yield stocks over rental properties is a no-brainer in our view.We discuss three reasons why and also share some attractive high yield picks.I am Samuel Smith, Vice President of Leonberg Capital. I lead the investing group High Yield Investor where we do our best to find the right balance between safety, growth, yield, and value.
First Trust Dynamic Europe Equity Income Fund (FDEU) is converting from a closed-end fund to an exchange-traded fund. The conversion will eliminate the discount to net asset value and remove the leverage ratio of the fund. The management fee of FDEU will need to be adjusted to be competitive with other ETFs. There are structural issues to be considered for the conversion, such as the reduction of the dividend yield, and timing of the unwind of assets to pay down the outstanding leverage.
I’m considering a shift from growth to value stocks amid recent growth stock outperformance due to declining inflation and expected Fed rate actions. The Schwab U.S. Large-Cap Growth ETF stands out as a top growth investment option, offering diversification and cost efficiency, especially for those seeking technology exposure. Concerns of overvaluation and potential headwinds for growth stocks like rising inflation and interest rates prompt me to monitor SCHG and consider deploying cash strategically for a more balanced portfolio.
