Exchange Traded Funds
If you bought WisdomTree Cloud Computing Fund (NASDAQ:WCLD) five years ago hoping to ride the cloud wave, your $10,000 is now worth roughly $5,744. That is the visible cost. The hidden one is what…
The launch of federally seeded child investment accounts, informally dubbed “Trump Accounts,” has parents scrambling to pick a single ultra-low-cost equity ETF to hold for 18 years. Two names dominate the shortlist: the State…
The pitch is simple: monthly checks from blue-chip stocks. The reality is quieter. Holders of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) have watched a raging bull market pass them by while an options overlay…
I’m generally not a fan of high-yield corporate bond ETFs for retirees, and it has very little to do with credit risk. My bigger concern is taxes. Unless you hold them inside a tax-advantaged…
The choice between Vanguard Total World Stock (NYSEARCA:VT) and Vanguard Total Stock Market (NYSEARCA:VTI) looks like a choice between two flavors of Vanguard indexing. It is really a bet on whether U.S. exceptionalism has…
Preferred stocks are one corner of the market where most retail investors are better served by an ETF than by buying individual securities directly. Convenience is part of the reason, but the more important…
Investors who pay close attention to the bond market generally monitor two interest rate benchmarks above all else. The first is the federal funds rate, which influences short-term borrowing costs throughout the economy. The…
If you want plain vanilla S&P 500 exposure, two funds dominate the shortlist: SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) and Vanguard S&P 500 ETF (NYSEARCA:VOO). They hold the same 500 companies in the same…
Among the many investing communities on Reddit, one that rarely gets the same attention as r/WallStreetBets is r/ThetaGang. The name comes from theta, the options Greek that measures time decay. Rather than buying speculative…
The cost of insuring against natural disasters has climbed sharply over the past decade. More people are living in coastal regions, wildfire-prone communities, and other high-risk areas, so when disasters strike, there is simply…
Master limited partnerships (MLPs) have long been favorites among income investors thanks to their pass-through structure and typically generous cash distributions. Many also own energy infrastructure assets such as pipelines, storage terminals, and processing…
It’s quoted all the time, but I can’t stand adjusted EBITDA: earnings before interest, taxes, depreciation, and amortization, with management often adding back an even longer list of “one-time” expenses. The problem is that…
Bitcoin itself doesn’t generate any income. Yet a growing number of Bitcoin-linked ETFs distribute sizable amounts of cash to shareholders. The oldest and perhaps best-known example is the ProShares Bitcoin Strategy ETF (BITO). Launched…
The U.S. economy has proven remarkably resilient over the past two decades. Sure, COVID briefly punished the economy, but the downturn was short-lived after the Federal Reserve slashed interest rates to near zero and…
History says it is coming. A 30% drawdown is part of the contract you signed when you bought stocks. What matters is whether you will still be holding the bag when prices recover. Three…
