Monday, January 20, 2025
NextEra Energy Partners (NEP) was a dividend growth superstar for almost a decade. The company increased its dividend every quarter by 3% to 4%, giving 15% annual dividend growth. The average yield of 4% or so put NEP’s yearly compound total returns in the very high teens. However, the way NEP structured the debt it […]
The universe of high-yield, covered call option strategy ETFs continues to grow. Our ETF Income Edge service provides research and recommendations concerning this type of ETF. I review the investment strategies and historical returns for dozens of these funds for the newsletter. Since many of them are so new, I revisit them every few months […]
Recently, Goldman Sachs shocked investors with its analysts’ stock market forecast for the next ten years. Stock returns have roared for the last decade, and investors who count on continued low-teens annual returns could be severely disappointed. More importantly, if your retirement goals and plans rely on continued excellent stock returns, you may not be […]
When I sold bonds in the 1990s, using a bond ladder—or even laddering CDs—allowed investors to maximize their investment yields and retain flexibility and liquidity. With the yield curve starting to steepen and the future of interest rates unknown, employing the current version of a bond ladder strategy can add safety and income to your […]
This is the sixth (and final) comparison article in my current series. You can find the previous ones here. This will be the end of the series in which I compare single-stock ETF results. I have enjoyed putting together my “dog fight” series of articles, comparing the results of ETFs operating in the new category […]
When the coronavirus pandemic-related shutdowns hit the economy, EPR Properties (EPR), a real estate investment trust (REIT), was possibly the hardest-hit stock in the U.S. It is a testament to the management team’s talents that EPR has again become an REIT that every income-focused investor should know. Before the pandemic, EPR was an income machine. […]
I have enjoyed putting together my “dogfight” series of articles, comparing the results of ETFs operating in the new category of single-stock, covered-call funds. Today let’s compare two ETFs that have Netflix (NFLX) as the underlying stock. The new category of single-stock covered-call ETFs has two sponsors offering competing funds covering the same underlying stocks. […]
Over the last couple of years, there has been a massive increase in new ETFs that employ more advanced portfolio management and options strategies. Earlier this year, we launched our ETF Income Edge service to help investors navigate the sometimes-bewildering world of these new types of ETFs. For example, we explain how an ETF can […]
A one-versus-one dogfight is one of the most challenging types of flights. This type of mission pits one pilot’s skills against his opponent. This air combat training that I received when I was a fighter pilot was not the type of mission where you wanted to come home second best. Single stock covered-call ETFs have […]
My Dividend Hunter service offers investors a different (and safer) way to grow their wealth. My largest investment account is 100% Dividend Hunter-recommended investments. I will share the recent results further down the road. The Dividend Hunter strategy focuses on building an income stream using high-yield investments. The recommended portfolio includes individual stocks, ETFs, and […]
