iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPT) is down 11.06% year-to-date, and that slide traces directly back to the fund’s defining feature: a portfolio so concentrated in a handful of mega-cap technology…
The VIX has climbed 41% in a single month, sitting at 26.95 and in the 93rd percentile of the past year’s readings. For retirement investors who felt last April’s volatility spike to…
Apple (NASDAQ: AAPL | AAPL Price Prediction) went public on December 12, 1980, selling shares at what would become a split-adjusted fraction of a penny. The company that Steve Jobs built around…
Trey Thoelcke Most investors who want global equity exposure end up holding two or three separate funds: one for the U.S., one for international developed markets, and sometimes a third for emerging markets. iShares…
The word “conservative” gets attached to a lot of funds that don’t quite earn it. Vanguard Mega Cap Index Fund ETF Shares (NYSEARCA:MGC) holds roughly 230 of the largest US companies, charges…
Mid-cap growth stocks occupy a specific and often underappreciated position in a portfolio: large enough to have proven their business model, but still growing fast enough to reinvest aggressively rather than return…
VistaShares Target 15 Berkshire Select Income ETF (NYSEARCA:OMAH) promises something Berkshire Hathaway itself has never offered: a monthly paycheck. By mirroring Berkshire’s top equity holdings and selling covered call options against those…
SPY has spent over three decades as the default answer to “how do I invest in the stock market?” But the fund that defined passive investing now carries a concentration profile that…
Software stocks are in a quiet crisis that most investors haven’t fully reckoned with. The S&P 500 Software Index is down 22% year-to-date, a collapse that would normally drag any tech-heavy fund…
Apple (NASDAQ:AAPL | AAPL Price Prediction) hasn’t been the most impressive gainer in recent months, but, at the very least, it’s avoided plunging into a bear market. After Thursday’s brutal session, much…
Joey Frenette Apple (NASDAQ:AAPL) was planning to end its exclusive ChatGPT partnership and open Siri to rival AI assistants in iOS 27 ahead of WWDC 2026, according to Bloomberg. WWDC came and went on…
Rich Duprey Most investors holding Vanguard 500 Index Fund ETF Shares (NYSEARCA:VOO) don’t think of it as a bet on technology. But with 32.2% of the fund sitting in the Information Technology sector, and…
With the Federal Reserve having cut rates from 4.5% to 3.75% over the past six months, the calculus for income investors is shifting. Cash and money market yields are drifting lower, while…
Invesco NASDAQ 100 ETF (NYSEARCA:QQQM) has returned nearly 94% over the past five years, making it one of the most compelling passive growth vehicles for retail investors. Launched in 2020 as a…
The S&P 500 you own through a standard index fund is not as diversified as it looks. The cap-weighted version of the index hands roughly a third of your money to a…
