Tag: ETF Investment portfolio planning

However, this is a unique segment that provides stable cash flows, nice dividends, and can be really interesting for investors, Stacey Morris, head of energy research at VettaFi, said on May 15 during UBS Trending

The increase in computing power and ability to analyze large data sets and build predictive models has been a tremendous driver of productivity gains not just for the technology sector but for every industry around the globe. ChatGPT and other related large language models (LLMs)

Following the release of ChatGPT and the uptake of large language models, it was more or less business as usual at Voya, where the team uses machine learning for stock selection. When seeking to understand

RSP continues to add value to portfolios, helping mitigate concentration risk with an equal-weight strategy, and has provided the potential for higher returns in a cost-effective and tax-efficient way. The Invesco S&P

That usually led to some kind of basic rule of thumb, like bonds that generate ordinary income go inside of the IRA and stocks that generate capital gains go in brokerage accounts so that you still get the capital

Stock selection in a climate investing strategy takes more than just avoiding companies exposed to global warming risks. These are the innovative companies that will lead the way with climate-transition-

Other bright spots of interest: defined outcome funds, income-generating strategies, quality ETFs, and even some smart beta products. ETF Strategies Discussed: Active, Defined Outcome (Buffered), Multi-factor,

Even more importantly – everyone will be watching Greg Abel, current chairman of Berkshire Hathaway Energy, and his expected ascension to the top, taking over leadership duties from Buffett and Munger. Leo

SVXY is an ETF that shorts the VIX volatility index. In other words, when volatility falls, SVXY aims to profit. In that sense, SVXY is an alternative way to participate in an S&P 500 rally, similar to leveraged ETFs. VIX has traded in a range from 20-30 for a while. But there’s a potential change in that range, and that makes SVXY one to watch. Hold rated for now.

Banks, asset managers, credit-services providers, and financial data providers can gain a competitive edge—resulting in a wide Morningstar Economic Moat Rating—for a variety of reasons. Financial-services

Direct indexing with daily scans for tax-loss harvesting opportunities — like Vanguard Personalized Indexing — can increase after-tax alpha by from 20 basis points to well over 100 bps for an investor with extensive

The companies covered in this index touch on any combination of nine themes: big data and analytics, cloud computing, energy transition, financial technology innovation, healthcare innovation, hyperconnectivity,

Interest rates and inflation have skyrocketed since early 2022. Asset prices are down across the board. These and other developments have important implications for XYLD and its shareholders. A look at these follows.

Technology and healthcare are good examples of sectors that can play different equity-allocation roles than you might expect. Unlike income-oriented defensive sectors, which are sensitive to changes in interest rates, some of the highest-quality low-beta technology names may buffer against rising rates because of their relatively low debt burdens.