From 2008 to 2024, a stripped-down version of the strategy outlined here would have generated 15% alpha relative to SPY, before bid-ask spreads and tax liabilities are estimated. Assuming 37% capital ...

Stocks have been on a roller coaster ride lately as investors struggle to decipher the impact of President Trump’s tariffs. The S&P 500 has dropped significantly since reaching an all-time high in ...

Over the 33 years from 1993 to 2026, the SPDR S&P 500 ETF (SPY) delivered a cumulative return of roughly 2,770% with dividends reinvested, or about 10.7% annualized before inflation and taxes. That ...

In challenging markets, it's best to have some exposure to investments designed to curb portfolio risk. On the equity side, many choose a low volatility ETF for this purpose. I prefer a minimum ...

Income investors favoring a more defensive-oriented portfolio may find these high-dividend, low-volatility stocks appealing ...

*calculated with Portfolio123 from 10/1/2019 to match inception dates. FSMD has the second lowest expense ratio, shortly behind SMLF. It comes in fifth position for total return since October 2019, ...

In this episode of ETF Spotlight, I speak with Kristy Akullian, Head of iShares Investment Strategy for the Americas at BlackRock, the world’s largest asset manager, about investing amid current ...

Statistical evidence supports the idea that these two ETFs can simultaneously grow capital and generate income. Maximum monthly drawdowns are less than the benchmark's performance, and so is the risk ...

Stock investors have enjoyed near-perfect market conditions for months. The economy is growing steadily. Inflation is under control. The artificial intelligence (AI) boom is still fueling markets. And ...