The SpaceX IPO is scheduled to debut on Friday, June 12, on the Nasdaq exchange under the ticker SPCX. Priced at $135 per share, the offering is expected to raise roughly $75 billion and…
Traditionally, investors seeking maximum income have sold at-the-money covered calls. The problem is that this caps much of the portfolio’s upside potential. Another approach has emerged in recent years. Instead of selling monthly options,…
One common criticism of cryptocurrency ownership is that the assets themselves do not generate income. If you own a rental property, you can collect rent. If you own stocks, many pay dividends. If you…
Weekly distribution ETFs have attracted a lot of attention from income investors. But before chasing those payouts, it is important to understand how distributions work. When an ETF goes ex-distribution, its net asset value…
Gone are the days when zero-days-to-expiration, or 0DTE options were reserved for degenerate traders on WallStreetBets looking to blow up their portfolios. Wall Street has stepped in and essentially said, “Instead of buying short-dated…
I’m really not a fan of these weekly distribution ETFs. Sure, getting paid every week sounds great if you’re withdrawing from your portfolio on a weekly basis. But you know what achieves essentially the…
Your bond ETF could be costing you thousands of dollars a year, and I’m not just talking about years like 2022 where rising rates and inflation pushed bond prices down almost as much as…
One of the more revealing data points in fixed-income investing is watching which ETFs institutional investors are quietly accumulating through their 13F filings. A 13F is a quarterly regulatory filing required by the SEC…
Vanguard’s most popular bond ETF is also the largest U.S.-listed bond ETF by assets under management (AUM). It is the Vanguard Total Bond Market ETF (NASDAQ:BND). For a 0.03% expense ratio, investors get exposure…
A lot of investors associate Vanguard almost exclusively with low-cost passive indexing on the equity side. But what many people may not realize is that in recent years, Vanguard has also built a fairly…
A lot of retirees who prefer spending their time doing things other than investing may have had the happy little accident of simply leaving their money parked in low-cost index ETFs and letting them…
I think more retirees should get comfortable with selling shares to fund portfolio withdrawals. Mathematically, there is not much difference between receiving income through dividends versus generating it yourself by selling shares. When a…
By far, the oldest and longest-standing gold exchange-traded products, or ETPs, generally charge around 0.4% annually in expense ratios. That applies both to closed-ended structures like the Sprott Physical Gold Trust (NYSEARCA: PHYS), which…
I have a soft spot for the iShares U.S. Treasury Bond ETF (BATS: GOVT), and clearly a lot of investors do too given that it now sits at roughly $41 billion in assets under…
If you are looking for investing discussion a little more sophisticated than what you typically find on Reddit, I would suggest checking out the Bogleheads forum. It is populated largely by adherents of John…
I think the Vanguard Information Technology ETF (NYSEARCA: VGT) is the poster child for why investors should let winners run. If you were able to hold this ETF through the sizable volatility that comes…
I have never really been a fan of certificates of deposit (CDs). Yes, the principal is guaranteed and insured by the Federal Deposit Insurance Corporation (FDIC), but the lockup period is extremely inflexible. If…
There is an old saying in investing that a portfolio is like a bar of soap: the more you touch it, the smaller it gets. Every time you constantly tweak allocations, chase hot sectors,…
Utility stocks have commanded unusual attention from investors lately, and the driving force is the AI build-out reshaping electricity demand across the country. Data centers require enormous, continuous power, and as hyperscalers accelerate infrastructure…
Most inflation hedges quietly carry equity-like risk underneath, which can devastate a retiree's income at exactly the wrong moment. There is a bond ETF engineered to sidestep that trap, and its yield mechanics work…
