Monday, August 10, 2026
A couple of weeks ago, I was a speaker at the MoneyShow Masters Symposium in Las Vegas. I gave a presentation on a new type of ETF that uses autocallable/barrier notes to generate high yields with less stock market volatility. When I asked for a show of hands, no one in the room was familiar […]
If you have investments in the “hot stocks” for this year, you know how fast sentiment can turn negative, and share prices tumble. While the long-term prospects for large tech, AI, and space stocks look bright, it’s tough to get the timing right with buying and selling. To help fight the emotional swings, I recommend […]
A triple-digit yield is not always the same as a good investment. The best income ETFs produce dependable cash flow while protecting your principal over time. The worst often do the opposite, paying eye-popping distributions as their share prices steadily erode. That’s why for many more conservative investors – particularly those investing for retirement – […]
With $100 billion in assets, the Schwab U.S. Dividend Equity ETF (SCHD) is widely recommended by financial advisors as a conservative, dividend-focused ETF. Both human and AI advisors will have SCHD near the top of their lists of recommended ETFs. And now, a newly launched ETF aims to mirror the SCHD portfolio while doubling the […]
The universe of closed-end funds (CEFs) attracts investors because of the high yields many pay. My subscribers know I have serious reservations about investing in CEFs. I’ve been known to call the CEF world the “junkyard of Wall Street.” Closed-end fund sponsors do not redeem shares from investors; rather, once shares are issued, they trade only […]
The Invesco QQQ Trust ETF (QQQ) is very popular for use as the underlying asset for covered call strategy ETFs. My ETF database currently includes 19 funds that use QQQ or a QQQ derivative as their underlying asset. QQQ is the index ETF for the Nasdaq 100 ETF. The index is market-cap weighted and includes […]
Energy stocks posted strong share price gains as crude oil soared after the closure of the Strait of Hormuz. From late February to early April, crude oil futures went from $65 per barrel to a peak of $115 per barrel. Since mid-May, oil has fallen from $108 to a current $73 per barrel. Energy stocks […]
On June 12, the Space Exploration Technologies Corp, a/k/a SpaceX (SPCX), launched the highest-market-value IPO in history, valuing the company at about $1.8 trillion. The current market value is $2.44 trillion. There is a great debate among investors over whether SPCX is overvalued ($155 per share as I write this), because it trades at many […]
When YieldMax launched the YieldMax Ultra Option Income Strategy ETF (ULTY) at the end of February 2024, investors got very excited about the 50%-plus (currently 60.16%) distribution yield. Over the last two years, realized total returns have disappointed. But now that there are a couple of newer competitors, let’s compare recent results. The investment thesis […]
The world of high-yield option strategy ETFs offers a tremendous range of differentiated funds. One facet I like to compare is finding funds with the same or similar underlying assets, but wildly different distribution yields. YieldMax has several pairs of ETFs with the same portfolio holdings but different options strategies that focus more on distribution […]
