Thursday, January 22, 2026
I recently learned about two relatively new zero-day-to-expiration (0DTE) covered call ETFs. I want to compare them against our current standards for this type of ETF. A 0DTE ETF employs an options strategy that involves selling calls that will expire the same day. A benefit of this strategy is that the funds are not exposed […]
My database of option strategy ETFs now tops 120 funds including many funds from different companies that duplicate their competitors. My interest piques when a fund sponsor develops a unique strategy. Recently, VistaShares launched a couple of ETFs that offer high yields and aim to track returns from famous hedge funds. The VistaShares Target 15 […]
Through 2024, the energy midstream sector had posted four consecutive years of double-digit total returns, including a massive 40% gain in 2024. The broad North American midstream benchmark, the Alerian Midstream Energy Index, posted a 5.0% return in 2025. Midstream lagged the broader energy sector, which was up 8.0%, and both were well behind the […]
To support research for our ETF Income Edge newsletter service, I maintain a database of all options strategy ETFs—at least the ones I become aware of. I currently track more than 110 ETFs; however, I do not include single-stock covered call ETFs in my research. During the first week of January, I pulled up the […]
While there are ETFs using covered call option strategies that have been around for years, the number of funds using options trading strategies to pay eye-popping yields has exploded over the last two years. With hundreds of ETFs now in the space, picking the best ones is a huge challenge. I keep a database of […]
When the coronavirus pandemic triggered a stock market crash in the first quarter of 2020, I added individual preferred stocks to the Dividend Hunter recommendations list for the first time. Now, more than five years since I first recommended an individual preferred stock, I am more convinced than ever that preferred stock investments—whether individual stocks […]
One of the joys of what I do is that my investment newsletter services help subscribers build more secure, happier financial lives. I regularly—as in weekly—receive emails telling me how much being a part of my services has helped someone’s financial life. I hear about retirement income beyond what they could have imagined. I hear […]
I am often asked about the two largest residential finance real estate investment trusts (REITs). The two REITs carry yields of 12% to 13%, which would interest any income-focused investors. Annaly Capital Management (NLY) has a market cap of $15 billion, and currently yields 12.6%. AGNC Investment Corp (AGNC) yields 13.8% and has a market […]
It has been an excellent year for gold as an investment. Year to date, as I write this, the precious metal is up 65%, and the momentum to higher prices doesn’t seem ready to abate. I believe gold will continue to move higher, possibly much higher. I could be wrong; I often talk to subscribers […]
Recently, Goldman Sachs released its forecast for global stock market returns for the next decade. After reviewing their projections, I am confident my Dividend Hunter strategy will outperform Goldman’s expectations for stocks over the next 10 years. The Goldman forecast for global stocks is a 7.7% annual return over the upcoming decade. The report notes […]
