Wednesday, July 23, 2025
As I write this, I am in Las Vegas to participate in a MoneyShow investor conference. Two time zones west of home, I was up at 5:30 a.m., raring to go. As I was reviewing my emails, I came across an interesting fact about the weather that I believe applies to investing. I live in […]
The 10 highest yield dividend stocks going ex-div this week. These are some of the top dividend stocks for this week.
My investment newsletters enroll hundreds of new subscribers every month. My tactics and strategies differ significantly from mainstream financial “advice,” allowing me to frequently discuss how my approach to building income and wealth is distinct and compelling. Each of my newsletters focuses on dividends and building an income stream. Dividends are predictable—share prices, not so […]
Each week, the Charlie Bilello Week in Charts email includes a ton of interesting economic and financial information. Recently, a set of asset yields caught my attention. Here are the reported yields on the five major U.S. asset classes: The spread of less than one percent between yields across the classes is a record low. […]
The term “Magnificent Seven” was coined in 2023 by a Bank of America analyst to label the mega-cap tech stocks of Apple, Alphabet (Google), Amazon.com, Meta Platforms (formerly Facebook), Microsoft, NVIDIA Corp., and Tesla. These stocks account for up to 40% of the market capitalization of major indexes, and they largely drove the 2023-2025 bull […]
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 […]
I recently researched an energy company – Vitesse Energy LLC – whose business motto included the phrase “the velocity of capital compounding.” That idea caught my eye and applies to the power of compounding dividend or interest income. I like using the word “velocity” to indicate the speed at which gains can happen. By 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 […]
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 […]
