ETFS

Written by Nick Ackerman, co-produced by Stanford Chemist The Eaton Vance Enhanced Equity Income Fund II (EOS) has been on fire this year. This is thanks to its heavy weighting in tech. Led by a significant position in Amazon (AMZN). Eaton Vance runs a solid line-up of option-based funds. In this case, EOS is not
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Written by Nick Ackerman, co-produced by Stanford Chemist The Flaherty & Crumrine Preferred and Income Securities Fund (FFC) is currently trading around its average premium. This has come as the volatility of the last couple of weeks has brought the double-digit discount to a mid-single digit premium of 5.62%. Funds are generally avoided if they
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The CEF market tends not to be the most efficient market due to the difficulty in obtaining quality data and the presence of low-information investors. This creates a number of opportunities for discerning investors to enter into attractive strategic positions or to make tactical allocations. In this article, we describe one such opportunity to rotate
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Two months ago, I wrote a piece on Aris’ RPAR Risk Parity ETF (RPAR). In it, I argued that the fund was “a great gateway approach to improve a portfolio’s risk-adjusted return potential quickly and without frills”, and that RPAR “could not only complement, but even replace equity-only investments altogether”. Since then, and although the
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The current environment is creating an historic opportunity for gold. In response to COVID-19, the Federal Reserve has expanded the money supply at an unprecedented rate. Real interest rates are negative and are likely to stay that way for quite a while. Gold is a time-tested way to prepare for an inflationary environment that is
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If a business does well, the stock eventually follows. – Warren Buffett The VanEck Vectors Video Gaming and eSports ETF (ESPO) focuses on tracking a rules-based, modified, capitalization-weighted, float-adjusted index of fewer than 30 companies. All companies are involved in video gaming and eSports (also known as electronic sports) software, hardware, and development, including casinos
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As you can see in the following chart, the iShares Gold Trust ETF (IAU) has pulled back somewhat over the past few weeks in line with a correction in the price of gold. It is my belief that now is a strong time to buy gold. Not only is this the case, but I also
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2020 is a remarkable year for investors across the globe for a few reasons. First, despite the coronavirus and all the damage that the counter-Covid-19 measures have inflicted on the global economy, the U.S. market has fully erased its March losses and touched an all-time high, which left many macro-focused bears confused and disappointed. At
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A few days ago a subscriber asked for my thoughts on inverse ETFs. Although these funds offer investors an easy way to profit from downturns, I believe them to be generally unwise investment choices, as expected returns are negative, and double-digit annual losses common. I thought it would be interesting to search for a stronger,
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Author’s note: This article was released to CEF/ETF income Laboratory members on September 8, 2020. Please check latest data before investing. The Weekly Closed-End Fund Roundup will be put out at the start of each week to summarize recent price movements in closed-end fund [CEF] sectors in the last week, as well as to highlight
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Just a few days ago, I wrote an article about the Dow Jones Industrial Average (DIA) defending the idea that diversifying out of the Nasdaq 100 (QQQ) and into “old economy” and cyclical stocks finally makes sense to me. At the heart of the thesis is the fact that: after the recent change in allocation
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Written by Nick Ackerman, co-produced by Stanford Chemist Clough operates three closed-end funds; Clough Global Opportunities Fund (GLO), Clough Global Equity Fund (GLQ) and Clough Global Dividend and Income Fund (GLV). All three funds have a great focus on producing strong distributions. They also all trade at fairly large discounts and have historically. GLO and
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Shutterstock Fixed interest rate or variable interest rate? It’s one of the most frequently asked student loan refinance questions at Make Lemonade. The choice between a fixed interest rate or variable interest rate student loan – along with your loan term – is one of the most important student loan decisions. Why? Your decision impacts
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Shutterstock Student loan debt is now the second highest consumer debt category – behind only mortgage debt – and higher than both credit cards and auto loans. According to Make Lemonade, there are more than 44 million borrowers with $1.3 trillion in student loan debt in the U.S. alone. The average student in the Class
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