Biotech stocks have been experiencing a healthy bounce, with the largest ETF that tracks the group recently hitting an all-time high following the announcement from Moderna that it was seeing early positive results with its coronavirus vaccine candidate. Some traders are cautioning investors to “tread carefully” when it comes to buying in to biotech stocks at their current levels, however, pointing to “two very important names” in the aforementioned ETF that “are starting to break down.” For more, CLICK HERE.
If you want to earn just “average” gains in the post-coronavirus economy, invest in broad index funds. But if you want better-than-average returns, stock and non-broad-based ETF picking will be the way to go, argues the author of today’s article. Just what are the many major shifts – from privacy rights to education to biotechnology – that the economy will undergo as a result of the coronavirus pandemic, and which stocks and ETFs will benefit? CLICK HERE.
Stocks? Bonds? Exchange-traded funds? Mutual funds? Annuities? Unit investment trusts? Real estate? Given the wide range of options available when choosing investments for an Individual Retirement Account (today’s article notes you can invest in “almost anything” with an IRA), the critical question is what to select. For some insights on this question, taking into consideration how far you are from retirement, CLICK HERE.
The Vanguard Dividend Appreciation ETF, which seeks to track companies that have consistently increased their dividends for ten consecutive years, may seem like a great pick for retirees looking for reliable income. As today’s article points out, however, there is a problem: despite holding companies that have a track record of raising their dividends for ten consecutive years, the ETF itself has not done the same. Why can’t retirees rely on this fund to consistently pay out ever-increasing dividends – and what ETF does the author highlight as possibly being a better alternative? CLICK HERE.
Exchange-traded funds may have exploded in popularity over the last few years, but that surge in popularity has varied greatly by generation. Today’s article notes that boomers have not embraced ETFs to the extent that millennials – or even the oldest generation of investors – have, with one study finding that only 27% of boomers aged 52 to 70 with $100,000 in investible assets are invested in ETFs. What factors are holding boomers back from investing in ETFs – and why might some of those concerns be ill-conceived? CLICK HERE.
Leverage and retirement don’t conventionally go together – but a new exchange-traded fund targeting retirees who require more income than they can get from a typical 60-40 stock-bond portfolio is looking to include a leverage component in an effort to provide investors with superior returns. As today’s article outlines, “this fund takes those vanilla investments, adds a dollop of exposure to racier asset classes that have historically generated higher income, sprinkles in some leverage and, voila, investors get a fund that can support a 7 percent annual distribution rate.” For more, CLICK HERE.
The author of today’s article calls it “one of the more underutilized strategies for taxable investment accounts”. That strategy? Tax-loss harvesting, whereby poor performers are sold at a loss in order to offset that year’s capital gains – and lessen one’s tax burden. The author proceeds to identify areas that may offer the best opportunities to exploit the tax-loss harvesting strategy for 2017 – and how “tax-loss harvesting doesn’t have to be an all-or-nothing strategy.” To read more, CLICK HERE.
Whether you are still young and have high risk tolerance, are middle-aged with moderate risk tolerance, or are at retirement and need reliable income, today’s article seeks to answer the following question: “How can you buy ETFs to build a comprehensive, long-term retirement portfolio?” For each of the aforementioned life stages, the author outlines the types of core – and supplemental – exchange-traded funds to consider for your portfolio – and identifies some specific funds that may be the best picks in fulfilling these strategies. To read more, CLICK HERE.
Which is the better choice for retirees (or any other income investor): building a portfolio of individual dividend stocks or buying a dividend exchange-traded fund? The author of today’s article argues that, “while total return is certainly a very important consideration, there are a number of other factors that can swing the decision one way or the other” – and proceeds to highlight these factors through a comparison of one particular dividend ETF and a portfolio of dividend stocks. To read more, CLICK HERE.
The current environment is a tricky one for income seekers – whether they be individuals in (or approaching) retirement, or anyone wanting a steady income component to their portfolio – to navigate. To provide some assistance in this regard, today’s article looks to a number of ETF strategists and asset managers for their favorite income-generating strategies – and specific vehicles to play those strategies – right now. To read more, CLICK HERE.