ETFs

3 All-American ETFs To Consider Buying

3 All-American ETFs To Consider Buying

These All-American ETFs could be defensive plays While U.S. stocks have recently been decked by trade jitters and renewed recession fears, the U.S. remains the place to be for equity investors. Even with its May struggles, the S&P 500 is higher by 11.80% year-to-date, outpacing the MSCI EAFE Index by 340 basis points and the MSCI Emerging Markets Index by […]

5 Best ETFs To Set And Forget

5 Best ETFs To Set And Forget

These are some of the best ETFs for investors looking for low fees and easy to understand investment concepts While use of ETFs among institutional and other professional investors continues growing at a rapid rate, retail investors and advisors representing those investors remain core constituencies among ETF users. As has been widely noted, retail investors […]

Six Measures For Comparing Funds

Six Measures For Comparing Funds

While sorting through studies to feature in the Dispatches section of the May AAII Journal, I came across one comparing 21 similar funds from Vanguard and Fidelity. There wasn’t a clear winner between the two fund companies. Vanguard’s funds fared better on some aspects, while Fidelity’s fared better on others. A summary of the comparisons can be […]

5 High-Growth Funds To Buy For Outperformance

5 High-Growth Funds To Buy For Outperformance

Growth funds have the potential to continue outpacing their value rivals Market observers and pundits may debate that the bull market that started in March 2009 ended during the fourth-quarter swoon of 2018. While there is some debate surrounding the age of the bull market, what cannot be argued is that high-growth funds, stocks and the […]

3 Brand-New Cannabis ETFs Set To Launch

3 Brand-New Cannabis ETFs Set To Launch

After a smoking-hot performance during 2018, cannabis-related stocks have cooled quite a bit in 2019. Many popular names such as Tilray (TLRY), Canopy (CGC), and Cronos (CRON) are 25% to 50% off their 52-week highs. This may actually prove to be a good thing for both investors and the three firms that are set to launch new Cannabis based exchange-traded funds […]

Closed-End Funds

3 Simple Steps To 73% Gains And 6% Dividends (Starting Now)

3 Simple Steps To 73% Gains And 6% Dividends (Starting Now)

What if I told you I’d found a way for you to bank 7%+ in cash (often paid monthly, no less) from real estate? And no, we’re not going to send you out on the streets, pounding the pavement with your real estate agent, trooping through one disappointing house after another. And you won’t have to deal […]

5 Ways To Profit From The Trade War (And Grab 14.5% Dividends)

5 Ways To Profit From The Trade War (And Grab 14.5% Dividends)

There’s really just one way to cushion your portfolio from this trade war. It’s one of the oldest pieces of advice there is: Diversify. I know. You’ve heard that one tons of times before, right? Well, there’s a twist. Because I’m not going to just tell you that you need to spread your money out […]

Warning: These 10 Funds Could Pull A 2008 Repeat (Sell Now)

Warning: These 10 Funds Could Pull A 2008 Repeat (Sell Now)

I want to show you 10 funds that yield up to 9.4%—and that you should sell now (or steer clear of if you don’t own them). Of course, near-10% yields are attractive, and I often see attractive funds yielding as much as (and more than) the 10 funds I’ll reveal in a second. But sometimes […]

Dump These 5 High-Yield Funds Before They Blow Up Your Portfolio

Dump These 5 High-Yield Funds Before They Blow Up Your Portfolio

Last week I was an invited speaker at the Las Vegas MoneyShow and made several presentations concerning income and dividend stock investing. I like the Q&A portion at the end of each talk. I benefit from learning what income focused investors are most interested in. One topic that came up several times was my opinion […]

Preferred Stocks: 8 Easy Ways To 6%-7% Yields

Preferred Stocks: 8 Easy Ways To 6%-7% Yields

As investors near retirement, they tend to favor bonds, which provide income and less drama than stocks. However, less drama means less potential upside. With retirees living longer than ever before—which means much more time for inflation to eat away at your nest egg’s purchasing power—it’s important to not go too conservative too early in […]

Dividend ETFs

Are These 7 Dividend Aristocrats ETFs Fit For A King?

Are These 7 Dividend Aristocrats ETFs Fit For A King?

Dividend aristocrats ETFs are excellent ways for investors to tap steady dividend growth Many folks infer an element of royalty when they hear the word “aristocrat.” While the U.S. is a democracy, not a monarchy, there are plenty of ways for dividend investors to become aristocratic in their own right. Several exchange-traded funds (ETFs) track indices […]

7 Inexpensive High Dividend ETFs To Buy

7 Inexpensive High Dividend ETFs To Buy

These high dividend ETFs come with income and low fees The universe of exchange-traded funds (ETFs) is awash in low-fee products and that space is growing as issuers use discounted fees to lure investors. Income-seeking investors do not have to pay up to access high dividend ETFs. In fact, numerous high dividend ETFs can be considered […]

10 Dividend Funds For Steady Income

10 Dividend Funds For Steady Income

There are dividend funds for almost any kind of investors looking for steady payouts Interest rates are rising in the U.S. and some other markets, but that is not standing in the way of solid dividend growth. Data confirm as much. In fact, global dividends recently ascended to a record high. “Global dividends jumped 12.9% […]

7 ETFs Where Dividends And Low Volatility Meet

7 ETFs Where Dividends And Low Volatility Meet

Like dividends and low volatility? You’ll love these ETFs. Various historical data points and research confirm that dividend-paying stocks are usually less volatile than their non-dividend counterparts. Additionally, stocks that are less volatile, over the long-term, typically outperform rivals that experience larger drawdowns or have higher standard deviations. The takeaways are these: dividend stocks are […]

3 High-Yield ETFs You Haven’t Heard Of

3 High-Yield ETFs You Haven’t Heard Of

These high-yield ETFs are worth a look The advent of exchange-traded funds, especially high-yield ETFs, in the stock market offered investors with some of the best ways to create a diversified portfolio. ETFs offer mutual fund strength diversification, and spreading that risk creates more safety, up to a point. High-yield ETFs are attractive for retirement […]

Foreign Market ETFs

Buy These ETFs Setting Up Profits From A Strong Dollar

Buy These ETFs Setting Up Profits From A Strong Dollar

August – a month with many market participants on vacation – is well known for its bouts of volatility and markets in a tizzy about things not so important. This year is holding to form with a selloff triggered by worries that turmoil in Turkey – mainly caused by a steep fall in its currency […]

7 Emerging-Markets ETFs To Buy

7 Emerging-Markets ETFs To Buy

Emerging markets assets are slumping, but if that changes, these ETFs could be leaders For a variety of reasons, emerging markets stocks and the corresponding exchange traded funds (ETFs) are being punished this year. The widely followed MSCI Emerging Markets Index is lower by nearly 7% year-to-date and some funds tracking developing economies are sporting […]

7 Emerging Market ETFs To Buy For Big Gains In 2018

7 Emerging Market ETFs To Buy For Big Gains In 2018

These funds provide easy access to global opportunities Emerging market ETFs had a great year in 2017. That may come as a surprise to some investors who were only looking at U.S. stocks, but it’s true. Consider, for instance, that China’s benchmark Hang Seng Index is up about 35% on the year. That puts even the 18% […]

7 Country ETFs Worth Owning Outside U.S.

7 Country ETFs Worth Owning Outside U.S.

These seven ETFs will give you plenty of geographic diversification Home-country bias is a particular ailment that investors suffer from whether you live in the U.S., Canada, the United Kingdom or any other country with a significant stock market. It’s impossible to run away from and it’s a big reason why Americans ought to consider […]

5 International ETFs Worth Adding To Your Portfolio

5 International ETFs Worth Adding To Your Portfolio

Many investors focus heavily on individual security selection, but proper asset allocation is where you get most of the bang for your buck. There’s almost always a decent value to be found somewhere in the world.  And many asset classes tend to revert to their mean- if one country outperforms another country over the course […]

Bond ETFs

5 Thematic ETFs For Fixed-Income Investors

5 Thematic ETFs For Fixed-Income Investors

These bond ETFs show that different can be better Whether it is an ETF dedicated to 5G, cannabis, electric vehicles or small-cap biotechnology stocks, there are a growing number of thematic funds on the market. Predictably, however, the vast majority of thematic ETFs are equity-based products. On the other hand, many of the largest fixed-income ETFs are basic in […]

These Fixed Income Investments Can Give You Peace Of Mind

These Fixed Income Investments Can Give You Peace Of Mind

There has been 9 rate hikes in the US since 2015. However it has been about half a year since the last hike. With uncertain factors such as the ongoing trade war with China, and the geopolitical turmoil surrounding oil make the Federal Reserve more hesitant to continue raising rates. WTI price increased by over […]

Avoid These 3 Bond Funds When Interest Rates Rise

Avoid These 3 Bond Funds When Interest Rates Rise

Are bond funds a safe haven if the stock market crashes? With interest rates about to rise, is it a good time to invest in a bond fund? These are questions investors may be asking themselves as the stock market may be peaking and the Fed keeps jacking up interest rates. If you are fearful […]

5 Cheap Fidelity ETFs For Retirement

5 Cheap Fidelity ETFs For Retirement

These low-fee Fidelity ETFs can help investors plan for retirement Many mutual fund investors and those with employer-sponsored retirement plans, such as 401(k) plans are familiar with Fidelity mutual funds and index funds. Several years ago, the Boston-based fund giant got involved in the exchange traded funds (ETFs). While Fidelity ETFs have a long way […]

3 Growth ETFs For High Yield And Diversification

3 Growth ETFs For High Yield And Diversification

Thanks to the near zero percent (and even negative!) interest rate policies  of central banks, financial markets are certainly in a brave new world. In other words, central bankers have set rates near zero – as the Federal Reserve has done with the Federal Funds rate – or even pushed them below zero. Below zero […]

Mutual Funds

5 Best Actively Managed Mutual Funds To Buy

5 Best Actively Managed Mutual Funds To Buy

These actively managed funds could help investors find compelling returns Due in large part to the rise of passive index funds and ETFs, actively managed funds have been taking some lumps in recent years. While fees have been declining on actively managed funds, those products have not been able to compete with ETFs when it comes […]

5 No- Or Low-Cost ETFs And Index Funds

5 No- Or Low-Cost ETFs And Index Funds

These low-cost funds are among the cheapest of the cheap Low fees are one of the primary reasons why so many advisors and investors continue gravitating toward index funds and ETFs. Being mindful of the impact fund fees have on investors also explains why some fund issuers, like Vanguard, are revered by many investors. There is […]

7 Index Funds To Buy Now

7 Index Funds To Buy Now

Both ETFs and mutual funds can fit the bill If you ask Warren Buffett about what stocks to own, he’ll tell you you are better off looking for low-cost index funds to buy like the Vanguard S&P 500 ETF (NYSEARCA:VOO) or the mutual fund version, the Vanguard 500 Index Fund (MUTF:VFINX). The ETF version charges 0.04% annually while the mutual fund […]

10 Best Mutual Funds For Retirement

10 Best Mutual Funds For Retirement

These 10 top mutual funds includes all of the primary needs of investors during their retirement years Choosing the best mutual funds for retirement is a subjective exercise in investment selection — which is to say that each individual investor will have unique objectives they need to meet. Therefore the best funds to buy in retirement […]

7 Low-Cost Mutual Funds To Love

7 Low-Cost Mutual Funds To Love

Low-cost mutual funds are not too hard to find, but these are among the best to buy Due in large part to the competitive threat from index funds and exchange-traded funds (ETFs), fees across the fund universe, including actively managed mutual funds, are declining. “Our study of U.S. open-end mutual funds and exchange-traded funds found […]