Tuesday, August 18, 2026
Over the last few years, Kurv has been very creative with new funds in the high-yield option strategy space. Several of the Kurv exchange-traded funds (ETFs) are in the recommended portfolios for our various newsletter services. Kurv’s newest fund goes a bit old school, which, with its strategy, means all the way back to January […]
Over the last five or six years, I invested in fine wine and whisky casks through a company in London. I had accumulated a nice collection of investable wines. In October 2025, I received an email from the wine investment firm stating that the company would soon be under new ownership. Then, a month later, […]
The stocks in the S&P 500 are divided into eleven business sectors. The State Street Select Sector SPDR ETFs let investors pick which sectors they believe have the best return potential. For stocks this year, there has been a wide range of returns across different sectors. Year-to-date returns have ranged from a negative 5.3% for […]
Rithm Capital (RITM) is a company that has tremendously expanded its business over the last few years, but that growth has not shown up in its share price. I believe investors will eventually realize that this company should have a much higher share price. Maybe you can help. Known as New Residential Corp when it […]
A couple of weeks ago, I was a speaker at the MoneyShow Masters Symposium in Las Vegas. I gave a presentation on a new type of ETF that uses autocallable/barrier notes to generate high yields with less stock market volatility. When I asked for a show of hands, no one in the room was familiar […]
Last week I was a panelist and speaker at the MoneyShow Masters Symposium in Las Vegas. Attendees at these shows crave stock ideas. Here are some of the ones I shared… I talked about how business development company (BDC) share prices have dropped significantly due to the fears about private credit. Private credit is […]
If you have investments in the “hot stocks” for this year, you know how fast sentiment can turn negative, and share prices tumble. While the long-term prospects for large tech, AI, and space stocks look bright, it’s tough to get the timing right with buying and selling. To help fight the emotional swings, I recommend […]
Whenever I add a new ETF to my recommended portfolio, I get questions about the fund’s expense percentage. It’s a good question, but often matters less than what investors have been taught. However, the management expenses of business development companies (BDCs) are rarely discussed, and actually have a greater impact on investor returns. Quickly about […]
My subscribers are the best. Investors Alley’s newsletter services have evolved to allow a lot of back-and-forth communication. We have lively discussions during webinars, and my subscribers regularly contact me with their questions and ideas. Last week, I published an article discussing an ETF that is a fund of funds that holds closed-end funds (CEFs), […]
With $100 billion in assets, the Schwab U.S. Dividend Equity ETF (SCHD) is widely recommended by financial advisors as a conservative, dividend-focused ETF. Both human and AI advisors will have SCHD near the top of their lists of recommended ETFs. And now, a newly launched ETF aims to mirror the SCHD portfolio while doubling the […]
