ETF Analysis & Opinion

Despite a horrible first quarter in 2020, when the average equity and fixed income fund (including ETFs) lost 22.33% and 4.56%, respectively, both asset classes were able to finish the year on strong...

Companies return cash to investors by two methods—share buybacks and dividends. We regularly discuss exchange-traded funds (ETFs) that pay dividends. But today, we focus on share buybacks and...

A new year typically means renewed hopes for many people. It is also a good time for retail investors to review long-term portfolio holdings.Concerns about how COVID-19 could affect some sectors were...

Let’s look at how we closed-end fund (CEF) investors can grab a healthy 6%+ dividend in this zero-rate world and dodge every retiree’s nightmare: that would be having your nest egg run out...

Great progress in terms of legalization was made for the Cannabis/Marijuana sector in 2020 that will. The 2020 elections resulted in a number of US states engaging in new Cannabis friendly policies...

So, as we say goodbye to 2020—and hello to 2021—we have a new year to consider and hopefully one where COVID-19 becomes a less of news item as the year progresses. But for now, COVID-19...

If you are thinking about investing in exchange-traded funds (ETFs) next year, there are several that provided double-digit returns in 2020 that could possibly continue to do well in the coming...

This year has been a roller-coaster for markets and the exchange traded funds that track them, with significant divergences in fortunes across sectors during the pandemic. Today, we review ETFs that...

The Russell 2000 Index has been weak since Monday’s gap higher open. The (NYSE:IWM) began this week with gap higher open that lifted it into new all-time territory as the index extended the...

Many investors look for anomalies or systematic patterns—often described as influences due to seasonality—to beat the market. One of these is the January effect which suggests that...

With another short trading week, it’s best to stay cautious as price action can get wacky towards the year’s end. Fund managers will rebalance their portfolios by selling losers and...

As COVID-19 vaccines become more widely available, Wall Street is hopeful that 2021 will bring more normalcy and in turn revive industries stymied by the impact of COVID-19.Last week's...

In this issue: US small-cap stocks continue to rally It’s Been A Good Year For Global Asset Allocation Strategy Benchmarks Managed Volatility Still Running Hot This Year Small-cap stocks...

Considering joining the “Dogs of the Dow” club in 2021?The Dogs of the Dow is a stock-picking strategy, ideal for passive-income seekers, that invests in the 10 highest dividend-yielding...