Tuesday, February 11, 2025
Since the pandemic, Rithm Capital (RITM) has dramatically expanded its business operations; it now functions as a global asset manager. But, the market continues to price RITM as if it were still a narrowly focused finance REIT. Over the last few years, Rithm has expanded its business to offer a wide range of finance and […]
In February, we launched the ETF Income Edge service to help investors sort through the rapidly growing world of high-yield (mostly) option-strategy ETFs. To find the best ETFs to recommend to subscribers, I maintain a database of this type of fund. As I write this, I have 82 option strategy ETFs on my results tracking […]
I don’t look at fixed income based exclusively on Wall Street expectations. The news media and large investment firms like to play the interest rate game, investing based on where they think interest rates will go. I prefer using fixed-income investments to generate stable, high-yield cash income streams. Recently, one of my favorite income ETFs […]
Single-stock covered call ETFs have become a hot investment category. Investors are drawn to yields of 50% to more than 100% on underlying stocks like Tesla, NVIDIA, Meta, Palantir, and Coinbase. These ETFs pay great yields derived from selling call options. If you invest in one or more, you want the underlying stock to also […]
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 […]
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 […]
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. […]
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 […]
Today I continue what I have been calling my dogfight series, pitting two single-stock covered call ETFs, using the same underlying stock, against each other. YieldMax invented the single-stock covered call ETF in 2023. It now has 25 of these ETFs covering different popular stocks. And in October 2023, Kurv funds launched six single-stock covered […]
