Tuesday, June 10, 2025
On March 7, 2024, Roundhill Investments launched the first 0DTE (zero days to expiration) covered call exchange-traded funds (ETFs). These funds introduce new strategies to the ETF space, enabling fund managers to respond to rapidly changing markets with greater speed and agility. Traditional covered call trading involves owning an underlying asset (such as individual stocks […]
The world of high-yield, option-strategy ETFs continues to expand. Nasdaq recently released updated data, showing the growth in assets. We launched our ETF Income Edge newsletter service in February 2024 and have been busy keeping up with fund launches, new strategies, and comparing returns. When we were preparing to launch ETF Income Edge, I had […]
So far this year, the U.S. stock market has experienced a bear market, followed by a recovery. As I write this, the S&P 500 is right at breakeven for the year to date. It makes for an interesting time to see how the ETFs using covered call/option strategies to generate income have fared. Of the […]
In mid-April, Simplify ETFs launched a pair of what they call “barrier ETFs,” which use an advanced option strategy to generate above-average income for investors. The strategy is fascinating and hopefully profitable. Barrier put options have binary outcomes. Suppose the underlying asset is above the barrier at expiration. In that case, the option expires without […]
The gains from the so-called “Magnificent Seven” stocks powered the 2023–2024 bull market. These mega-cap tech stocks—Tesla, Microsoft, Nvidia, Meta Platforms, Amazon, Alphabet (Google), and Apple—comprise over a third of the cap-weighted stock market indexes. The only Magnificent Seven tracking ETF, the Roundhill Magnificent Seven Covered Call ETF (MAGY), launched on April 11, 2023, and […]
Known for dividends and attractive yields, energy midstream stocks have been a hot stock sector for the last five years. For example, the Global X MLP & Energy Infrastructure ETF (MLPX) returned 239% over the last five years. The 2025 bear market (mid-February through early April) saw the midstream sector drop by 20%, similar to […]
The rapid growth in the number of ETFs employing option strategies to generate high yields for investors has caused a lot of fund sponsors to try a wide range of option strategies and tactics. Of these, the so-called zero days to expiration (0DTE) strategy seems to show a lot of promise. The first 0DTE ETFs […]
Gold is a hot commodity and a popular investment. The precious metal has gained 19% this year to date, and 38% over the past 12 months. While I expect gold to continue to post gains, those profits won’t come in a straight line. The new world of option income ETFs enables investors to gain exposure […]
When the markets become volatile, as we have seen them do over the last couple of months and even more so with recent tariff announcements I am often asked about safe places to park cash and earn a reasonable interest rate. Recently, a new ETF was launched that provides an interesting alternative to money market […]
The value of gold continues to rise. The precious metal has gained 15% this year to date and is up 38% over the last year. Investors often choose to leverage gains in precious metals by investing in shares of gold mining companies. Gold miners generate profits by leveraging the price of gold, which is driven […]
