ETFS

Over the past year, I have devoted a great deal of time and effort to analyzing master limited partnerships, particularly ones in the energy industry, and the opportunities that they present to investors. These entities are things that are very appealing to many investors due to their strong growth prospects and the high distribution yields
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As some of my regular readers may know, one of my favorite asset classes to invest in is real estate. There are a few reasons for this including the fact that it is a hard asset with a finite supply, so it can help someone preserve their wealth, as well as the fact that one
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ETF Overview Vanguard Dividend Appreciation Index Fund ETF (VIG) focuses on profitable large cap dividend growth stocks in the United States with a history of raising their dividends. The fund replicates the NASDAQ U.S. Dividend Achievers Select Index. For reader’s information, the index holds U.S. stocks that have grown their dividend for 10 consecutive years.
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This article was first released to CEF/ETF Income Laboratory subscribers one month ago, so data may be out of date. Please check latest data before making investment decisions. This is just a short note to remind our members about the premium/discount issue for the ETRACS 2x ETNs. Normally, ETNs trade close to their indicative values
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Main Thesis The purpose of this article is to evaluate the PIMCO New York Municipal Income Fund (PNF) as an investment option at its current market price. On the surface, I view New York municipal debt quite positively going forward. The high-tax jurisdictions within New York will continue to push New Yorkers in to tax-free
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This article was first released to CEF/ETF Income Laboratory subscribers 1 month ago, so data may be out of date. Please check latest data before making investment decisions. Investment Thesis OFS Credit Company (NASDAQ:OCCI) (NASDAQ:OCCIP) announced its preferred share offering – its ticker once listed in 30 days will be OCCIP – at the tune
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The Global X Super Dividend U.S. ETF (DIV) is a nice idea but doesn’t seem to have much portfolio value in practice. The idea of a low-volatility stock portfolio that still generates substantial returns is somewhat of a Holy Grail amongst investors. Unfortunately, while the fund does indeed provide a low-volatility portfolio with a beta
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This article was first released to CEF/ETF Income Laboratory subscribers 1 month ago, so data may be out of date. Please check latest data before making investment decisions. Quantitative screens help to rapidly narrow down attractive candidates from the database of 500-plus closed-end funds [CEFs] for further due diligence and investigation. Previous editions of the
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I measure once a month the decay of major leveraged ETFs. It may be useful for anyone using leveraged ETFs for investing, trading or hedging. Where does the decay come from? Most of the time a leveraged ETF does worse than the underlying asset leveraged by the same factor. This relative decay has several reasons:
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MOST MUTUAL FUNDS UNDERPERFORM THE MARKET. I need to place that sentence in caps because too many people think they are not qualified to manage their own investments, so they need to turn their affairs over to a mutual fund manager, be it a traditional open-end fund, an ETF or a closed-end fund. Wrong! According
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Yesterday, I wrote a piece, in which I made the argument that we are likely to see a temporary top in the rally in crude oil. It is my belief that while this top is temporary, the market statistics strongly indicate that there is a tradable opportunity which nimble investors can capitalize on in the
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Vanguard’s selection strategy The investment strategy described in (NYSE:VFMO)’s prospectus is to target primarily U.S. common stocks (from the Russell 3000 Index) with strong recent performance, which have tended to earn a higher return than those with weak recent performance. There was no evidence given why stocks with strong recent performance will earn a higher
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The Global Economy The iShares MSCI EAFE ETF (EFA) provides exposure to the global economy for investors or traders who wishes to be long the international developed markets based portfolio with no exposure to the U.S. or Canada. Specifically, the fund has an EAFE composition and offers considerable diversification. This recent SA article has some
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The Direxion Daily Financial Bull 3x Shares ETF (FAS) has had an incredible run from the December 2018 lows with a gain of nearly 90%. Is it overdone? What are the risks? This article looks at the fund and its alternatives and identifies a trade with 1:4 risk vs. reward. Know What You’re Buying A
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Since hitting the extreme lows of December 2018, the SPDR S&P 500 Trust (SPY) has displayed an incredible recovery and posted gains of 24.19%. According to figures released by FactSet, 76.5% of the companies in the S&P 500 that have released earnings have managed to beat consensus expectations for the first quarter. But early warning
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Main Thesis The purpose of this article is to evaluate the PIMCO Strategic Income Fund (RCS) as an investment option at its current market price. Since 2019 began, RCS has seen a consistent climb higher, along with most of the high-yield market. However, the stock has abruptly turned around in the short-term, as RCS was
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The Equus Total Return Fund (EQS) is a fund in transition. The problem is that it has been in transition for a long time. A very long time, just over five (5) years. Granted, there have been obstacles out of management’s control but seriously, something needs to be done. Currently operating as a BDC and
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