My 4-Factor Dividend Growth Portfolio, launched November 2022, consistently outperforms SCHD, with a 14.74% CAGR over 38 months versus SCHD's 7.28%. The strategy selects 20 stocks annually using free ...

Now is the time for a total return strategy, says Morgan Stanley strategist Vishal Khanduja, managing director at Morgan Stanley Investment Management, sits down with InvestmentNews anchor Gregg ...

Annualized total return gives the yearly return of a fund calculated to demonstrate the rate of return necessary to achieve a ...

SLVO is essentially a buy-write strategy in which the strategy tracks the performance of the underlying shares while ...

If you dig into the backstory, ultra-high yield YieldMax MSTR Option Income Strategy ETF probably won't be as attractive as ...

The Dogs of the Dow is an investment strategy with history. Michael B. O'Higgins suggested that one should purchase last year’s losers in the Dow Jones Industrial Average. The methodology is very ...

Index funds can be concentrated in a small number of stocks because of how they are weighted. There are simple ways to lower that risk. Index funds are wonderful tools for investors because they offer ...

The strategy I discuss today achieves two goals simultaneously: it reduces taxable income by 30% per year and generates a positive 16.7% investment return annually. This combination is rare and highly ...

The Fund seeks strong long-term risk adjusted returns. It uses a highly flexible investment approach in an effort to provide attractive returns that are uncorrelated to moves in the broader equity and ...

The big draw with AGNC Investment (NASDAQ: AGNC) is its almost-too-good-to-believe 15%+ dividend yield. Don't get overly excited, however. The real estate investment trust (REIT) is pretty clear that ...

When the largest public pension plan in the U.S. shifts its investment strategy, markets notice. That’s exactly what’s happening with the California Public Employees’ Retirement System (CalPERS), ...