Tag: ETF Investment portfolio planning

The Best Funds for Rebalancing in 2023These top-rated ETFs and mutual funds can bring balance to portfolios with off-kilter asset allocations.

A Year-End Portfolio Review in 7 Easy StepsCheck up on your portfolio’s health—and that of your whole plan—ahead of tax season.

This anxiety about the economy and finances can impact the way people feel about their retirement savings and investments—as a financial professional, it can help to listen to concerns, encourage your clients to

And again, while she was an extreme example, I was talking to lots and lots of young adults who were coming in and interested in making plans but had so little free cash flow after their student loan payments that they

The Project $1M portfolio had its worst year in 2022, down 35%, and now marginally behind the S&P500, over the 7-year period since inception. Visa and Mastercard had a relatively good performance, which wasn’t enough to make up for very poor performance everywhere else. Results for most positions continue to be quite good, in spite of aggressive share price declines.

The iShares MSCI All Country Asia ex-Japan ETF ( NASDAQ: AAXJ ) tracks an index composed of Asian equities, excluding Japan. AAXJ is heavily weighted towards four countries/territories, with Hong Kong

The QYLD is an ideal ETF for investors who want exposure to tech stocks while willing to forego capital gains in exchange for substantial income from call option sales. Since the December 2021 NDX peak, the QYLD has generated 15% of additional income from call sale premiums, which has allowed the QYLD to outperform the NDX by over 20%.While the QYLD has underperformed the NDX since its inception in 2013, this reflects the extremely strong performance of US tech stocks, which is unlikely to be repeated going forward.

ChatGPT maybe poses a real threat to Google Search. Microsoft is doing all it can to make that a reality. After investing $1 billion in OpenAI, it will now integrate ChatGPT in Bing. Perion is Bing’s strategic partner for search advertising. Its earnings are strongly correlated with the number of users of Microsoft Bing. Hence, if Bing’s popularity increases upon the integration of ChatGPT, Perion’s earnings will skyrocket.

The decision is intended to provide more information for investors considering the ETFs for their portfolios, with the strategies covering sectors from financials and real estate to oil and gas.

DIVO has a proven history of performing well in tough market conditions due to its portfolio concentration on around two dozen high-quality large-cap dividend-paying companies. Ranked first in the sub-asset class and tenth in

DWS has rounded out its line-up of Paris-aligned climate ETFs in Europe with a new fund targeting emerging market equities. The new ETF tracks the Solactive ISS ESG Emerging Markets Net Zero Pathway Index which

Gateway is a value-based credit manager focused on capturing both fundamental and technical inefficiencies in the leveraged loan and high yield bond market. “We believe the corporate credit markets offer

Russ Kinnel highlights three funds you won’t want to miss.

Use these strategies to help defuse financial tensions.