Funds

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Check Out This Exciting New Income ETF

Dear Investor, The last six-to-eight months have seen a handful of new, income-focused ETFs hit the market. I think these funds give investors attractive and conservative investment options. Their dividend yields are in the 6%–7% range, with lots of potential for dividend growth. One interesting aspect of these new funds is that each uses a […]

A Very Bullish Options Trade on Oil and Gas

A Very Bullish Options Trade on Oil and Gas

The Russian invasion of Ukraine has roiled the financial markets, but none more so than energy markets. The price of crude oil has skyrocketed.  Natural gas prices are have also risen over 30% year-to-date.  One way to trade oil and gas is by using the SPDR S&P Oil & Gas Exploration and Production ETF (XOP).  […]

Oil Up 50% in One Year: This Could Be Your Play Right Now

Oil Up 50% in One Year: This Could Be Your Play Right Now

Investors may want to keep an eye on oil-related ETFs and stocks. Currently, oil prices are nearing $100 a barrel, as Russia pushes deeper into Ukraine. There’s even fear oil could rally to $120, perhaps even to $150, if there’s a full-scale invasion. Russia is one of the world’s largest producers of oil. So, should […]

Are Tech Stocks Set To Rebound?

Are Tech Stocks Set To Rebound?

One of the most heavily traded ETFs in the world is the Invesco QQQ Trust (QQQ), which tracks the Nasdaq-100.  The ETF also has massive options trading action, with an average of nearly 2 million options contracts trading per day.  It’s been a rough start to the year for QQQ, but options activity suggests it […]

One Way To Hedge Oil Stocks With Options

One Way To Hedge Oil Stocks With Options

Oil has been on a tear this year, both due to concerns over inflation and also as as a result of high demand/low supply dynamics.  Owning oil stocks has generally been a winning trade in 2022, but what if the trend reverses? One smart way to hedge oil exposure is by purchasing puts on an […]

Three Easy Dividend Fund Picks

Three Easy Dividend Fund Picks

Dear Investor, For the last two years, much of what passes as investment advice, or recommended investment products, attempted to guess and benefit from short-term trends. However, many investors need long-term strategies and solutions to meet their financial and retirement goals. Finally, over the last few months, fund management companies have launched several new funds […]

Add These Energy Stocks to Your Portfolio Now

Add These Energy Stocks to Your Portfolio Now

Dear Investor, Do not believe rumors that the price of crude oil has stopped climbing. Nearly unstoppable supply-and-demand forces point to continued gains for energy stocks – a trend that cannot be controlled by words from the Federal Reserve or other government authorities. So if your portfolio doesn’t have enough exposure to the energy sector, […]

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A New Breed of Dividend Growth ETFs is Here

Dear Investor, As technology stock investors rotate out of money-losing, used-to-be growth stocks, focusing on dividend growth should serve investors well in these volatile times. Two newer ETFs, offering both current yield and potential dividend growth, may be just what investors are looking for. With a dividend growth strategy, dividend income provides a current cash […]

Don’t Worry – This Market is more 2018 than 2008

Don’t Worry – This Market is more 2018 than 2008

Dear Investor, The recent stock market declines have many investors fearing a market crash, such as the 2008 – 2009 bear market. Back then, the major stock market indexes dropped by more than 50%. As I see what is happening in the markets, this recent pullback feels more like 2018. If I am correct, the […]

Trade of the Week: Gold Miners

Trade of the Week: Gold Miners

The market may have been selling off last week, but it didn’t stop gold miners from catching a bid.  In fact, VanEck Gold Miners ETF (GDX) was up over 7% one day last week when one of its major component companies posted better than expected earnings.  GDX traded over 300,000 options that day, with 76% […]