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

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 ...

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

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 ...

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

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 ...

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 YieldMax MSTR Option Income Strategy ETF has a huge yield and is focused solely on Strategy Inc.

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), ...