#financial-measures

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Retirement
from24/7 Wall St.
4 hours ago

Buy SGOV if You Think the Federal Reserve Is Set to Hike Rates

Rate hikes are now anticipated due to rising inflation and geopolitical tensions, altering previous expectations of cuts by the Federal Reserve.
from24/7 Wall St.
6 hours ago

The Best ETFs For $100 Oil To Buy Right Now

The Energy Select Sector SPDR Fund (XLE) is the most widely held energy ETF in the U.S., with roughly $38 billion in net assets, spanning the full energy value chain.
Business
#etf
Fundraising
from24/7 Wall St.
1 day ago

MSFW Has Lost 34% Since Launch While Promising 30% Yields

Leverage in the Roundhill MSFT WeeklyPay ETF has led to significant losses, undermining the appeal of its high yield.
Business
from24/7 Wall St.
1 day ago

EZA's 112% Decade Return Comes With Rand Risk Most Investors Overlook

EZA is a single-country ETF focused on South Africa, offering direct exposure to its equity market and influenced by currency and commodity cycles.
Business
from24/7 Wall St.
5 days ago

MOAT ETF Is Down 7% in 2026. Here Is the Macro Signal That Changes Everything

MOAT ETF has a long-term record of 259% growth over the past decade despite a 7% decline in 2026.
Fundraising
from24/7 Wall St.
1 day ago

MSFW Has Lost 34% Since Launch While Promising 30% Yields

Leverage in the Roundhill MSFT WeeklyPay ETF has led to significant losses, undermining the appeal of its high yield.
Business
from24/7 Wall St.
1 day ago

EZA's 112% Decade Return Comes With Rand Risk Most Investors Overlook

EZA is a single-country ETF focused on South Africa, offering direct exposure to its equity market and influenced by currency and commodity cycles.
Business
from24/7 Wall St.
5 days ago

MOAT ETF Is Down 7% in 2026. Here Is the Macro Signal That Changes Everything

MOAT ETF has a long-term record of 259% growth over the past decade despite a 7% decline in 2026.
fromIndependent
1 day ago

'If you are using credit cards to take out cash, you need to cut up your card' - money experts share their credit card dos and don'ts

Credit cards can be very dangerous from a financial well-being perspective, if used irresponsibly. The temptation to use one to fund a big holiday or a new sofa that you can't afford can be seriously tempting.
Relationships
Productivity
fromFast Company
1 day ago

Many productivity programs solve the wrong problem. This is what leaders should do instead

Organizations face work design problems rather than productivity issues, leading to temporary solutions that fail to address underlying conflicts in problem-solving approaches.
Careers
fromFast Company
3 days ago

The hidden budget line destroying your bottom line

High employee turnover costs companies between $1.1 million and $4.4 million annually due to poor hiring decisions.
Venture
from24/7 Wall St.
2 days ago

Wall Street Sees Contrarian Buy in Cerence After 39% Drop

Cerence Inc. is viewed as a leader in automotive voice technology with significant growth potential despite a 39% stock decline this year.
#hedge-funds
Europe news
fromwww.businessinsider.com
3 days ago

Hedge funds' first-quarter returns are rolling in. Here's how big names fared in choppy markets.

March was a challenging month for many hedge funds, with significant losses reported across various firms.
Europe news
fromwww.businessinsider.com
3 days ago

Hedge funds' first-quarter returns are rolling in. Here's how big names fared in choppy markets.

March was a challenging month for many hedge funds, with significant losses reported across various firms.
US Elections
fromFortune
2 days ago

Prediction markets have sparked a golden age of insider trading-but the party may be coming to an end | Fortune

Insider trading in prediction markets has surged, raising concerns about unethical betting practices and lack of regulatory oversight.
Business intelligence
fromFortune
3 days ago

More people are using AI to manage their money- but they won't let it make decisions alone | Fortune

Employees embrace AI for productivity but prefer human decision-making authority.
Media industry
fromIndieWire
3 days ago

To Access Stranded Capital, Filmmakers Need to Learn Demand-Side Thinking

Shifting from supply-side to demand-side thinking is crucial for independent filmmakers to attract investment and audience interest.
Marketing tech
fromAdExchanger
3 days ago

Duplicative Data Doesn't Pay; Investors Soften On Software | AdExchanger

The Trade Desk is changing its fee structure to share revenue with ID providers for unique data signals, aiming to reduce duplicative data costs.
#401k
Retirement
from24/7 Wall St.
2 days ago

Why Retiring Early With a Large 401(k) Balance Is Riskier Than It Looks

Early retirees face significant risks including penalties, market volatility, healthcare costs, and psychological impacts when accessing 401(k) funds.
Intellectual property law
fromAxios
4 days ago

Private equity's next step into 401(k)s

The final rule emphasizes a rules-based framework for 401(k) investments without endorsing specific asset classes like private equity or crypto.
Retirement
from24/7 Wall St.
2 days ago

Why Retiring Early With a Large 401(k) Balance Is Riskier Than It Looks

Early retirees face significant risks including penalties, market volatility, healthcare costs, and psychological impacts when accessing 401(k) funds.
Retirement
from24/7 Wall St.
6 days ago

Why Doctors Are Moving Money Out of Their 401(k)s and Into This Instead

RMDs from a traditional 401(k) can lead to high effective tax rates for high-income earners, especially physicians.
from24/7 Wall St.
4 days ago

Wall Street Tells Investors Its Less Excited About Micron Stock

Citi's concern is mainstream DDR5 16GB DRAM prices have fallen 6% since Micron's earnings report, driven by fears that TurboQuant, an algorithm-based memory compression technology, will structurally reduce memory demand. Citi isn't buying it.
Tech industry
#dividend-kings
Startup companies
from24/7 Wall St.
5 days ago

Stock Market Crash Likely Won't Hurt 5 Safe High-Yielding Dividend Kings

Dividend Kings are essential for passive income investors due to their long history of reliable dividend increases.
Business
from24/7 Wall St.
2 days ago

Do Not Build a Retirement Portfolio in 2026 Without at Least One of These 3 Dividend Kings

Dividend King stocks are essential for portfolios, especially retirement ones, providing stability and potential growth amid market fluctuations.
Startup companies
from24/7 Wall St.
5 days ago

Stock Market Crash Likely Won't Hurt 5 Safe High-Yielding Dividend Kings

Dividend Kings are essential for passive income investors due to their long history of reliable dividend increases.
Business
from24/7 Wall St.
2 days ago

Do Not Build a Retirement Portfolio in 2026 Without at Least One of These 3 Dividend Kings

Dividend King stocks are essential for portfolios, especially retirement ones, providing stability and potential growth amid market fluctuations.
from24/7 Wall St.
9 hours ago

Retirees Love This Treasury ETF Until They See the 5 Year Price Chart

TLT holds U.S. Treasury bonds with remaining maturities greater than 20 years, collecting fixed semi-annual coupons that are passed through as monthly distributions.
Retirement
Digital life
fromPsychology Today
1 week ago

Holding Money vs. Seeing the Numbers

Many Americans feel anxious about financial security despite positive bank balances due to a disconnect between digital money and tangible assets.
Business
from24/7 Wall St.
1 day ago

These 4 High-Yield ETFs Promise Big Payouts, but Only 1 Looks Truly Safe

Different ETFs offer varying income sources and sustainability, with distinct risks and yields.
Fundraising
fromFast Company
1 day ago

Here are the 5 most impactful financial freebies every investor should claim

Tax code offers several legal provisions that allow wealth increase and income generation without IRS taxation.
Venture
from24/7 Wall St.
4 days ago

AVUS Outpaced VTI by 16 Points Over 5 Years. Is It the Better Core Holding?

Avantis U.S. Equity ETF (AVUS) tilts towards cheaper, more profitable stocks, differentiating it from traditional index funds while maintaining low turnover and expenses.
from24/7 Wall St.
1 day ago

This ETF Pays Dividends Monthly and Yields 7.3%

The fund blends high yield corporate bonds, senior loans, and debt tranches of U.S. collateralized loan obligations (CLOs) into a single actively managed portfolio, aiming to deliver income that beats the broad bond market while keeping volatility lower than any single segment on its own.
Business
from24/7 Wall St.
1 day ago

How Income Investors Are Using HYBL to Dodge Interest Rate Risk in 2026

HYBL attempts to solve the income problem by combining senior loans, high-yield corporate bonds, and debt tranches from U.S. collateralized loan obligations (CLOs). The result is a portfolio with lower duration and lower volatility compared to traditional high-yield funds, while still targeting high current income with monthly distributions.
Business
Bootstrapping
fromBusiness Matters
2 weeks ago

How Capital Scaling Models Support Trader Development

A well-designed learning environment with capital scaling enhances trader development and confidence, leading to better decision-making and performance.
Retirement
from24/7 Wall St.
1 day ago

The 4 Top ETFs For Retirees To Buy And Hold

Retirement portfolios require reliable income, capital preservation, and low costs, addressed by specific ETFs with distinct mechanisms.
#vanguard
Venture
from24/7 Wall St.
4 days ago

Vanguard's VXF Captured 194% Over 10 Years While Holding Stocks the S&P 500 Ignores

Investors often overlook mid-, small-, and micro-cap stocks, which are essential for a complete view of the U.S. stock market.
Venture
from24/7 Wall St.
5 days ago

Vanguard's MGC Has Returned 297% Over 10 Years, But Is It Really Conservative?

MGC is a low-cost fund focused on large US companies, but its heavy tech concentration raises questions about its conservative label.
Venture
from24/7 Wall St.
6 days ago

Why VOE Belongs in More Portfolios: 50.8% Five-Year Returns With a 0.05% Fee

Vanguard Mid-Cap Value Index Fund ETF (VOE) targets undervalued mid-cap companies, focusing on dividend income and capital appreciation.
Business
from24/7 Wall St.
3 days ago

VIGI Lags the Broad Market but Delivers Quality International Dividend Growth

Vanguard International Dividend Appreciation ETF focuses on companies with at least seven years of dividend growth, avoiding high-yielding, potentially risky stocks.
Business
from24/7 Wall St.
2 days ago

Vanguard Projects International Stocks Will Beat the US for 10 Years. Here Are 3 ETFs Built to Capture That.

Vanguard predicts US equity growth at 4-5% over the next decade, while non-US equities may reach 7%.
Venture
from24/7 Wall St.
4 days ago

Vanguard's VXF Captured 194% Over 10 Years While Holding Stocks the S&P 500 Ignores

Investors often overlook mid-, small-, and micro-cap stocks, which are essential for a complete view of the U.S. stock market.
Venture
from24/7 Wall St.
5 days ago

Vanguard's MGC Has Returned 297% Over 10 Years, But Is It Really Conservative?

MGC is a low-cost fund focused on large US companies, but its heavy tech concentration raises questions about its conservative label.
Venture
from24/7 Wall St.
6 days ago

Why VOE Belongs in More Portfolios: 50.8% Five-Year Returns With a 0.05% Fee

Vanguard Mid-Cap Value Index Fund ETF (VOE) targets undervalued mid-cap companies, focusing on dividend income and capital appreciation.
Business
from24/7 Wall St.
3 days ago

VIGI Lags the Broad Market but Delivers Quality International Dividend Growth

Vanguard International Dividend Appreciation ETF focuses on companies with at least seven years of dividend growth, avoiding high-yielding, potentially risky stocks.
Business
from24/7 Wall St.
2 days ago

Vanguard Projects International Stocks Will Beat the US for 10 Years. Here Are 3 ETFs Built to Capture That.

Vanguard predicts US equity growth at 4-5% over the next decade, while non-US equities may reach 7%.
from24/7 Wall St.
1 day ago

The 13% Yield Trap? Why MORT's Dividend Hike Is Masking a NAV Slide

MORT holds shares in mortgage real estate investment trusts, companies that borrow at short-term rates and invest in mortgage-backed securities or originate real estate loans. The income MORT distributes comes from the dividends paid by the underlying mREITs to their shareholders.
Business
Retirement
from24/7 Wall St.
2 days ago

Why RWR's 3.4% Yield Looks More Durable Than Most Investors Realize

The SPDR Dow Jones REIT ETF offers a 3.4% dividend yield backed by over 100 REITs, raising questions about income stability across rate cycles.
#dividend-stocks
Business
from24/7 Wall St.
1 day ago

5 Big-Name Stocks That Pay 5% Dividends Wall Street Loves

Dividend stocks provide reliable passive income and solid total returns, making them attractive investments for many individuals.
Retirement
from24/7 Wall St.
5 days ago

$500 per Month in Passive Income - Invest This Much in These 3 Monthly Dividend Stocks

Investing $500 monthly in dividend stocks can significantly grow your portfolio over time.
Business
from24/7 Wall St.
1 day ago

5 Big-Name Stocks That Pay 5% Dividends Wall Street Loves

Dividend stocks provide reliable passive income and solid total returns, making them attractive investments for many individuals.
Retirement
from24/7 Wall St.
5 days ago

$500 per Month in Passive Income - Invest This Much in These 3 Monthly Dividend Stocks

Investing $500 monthly in dividend stocks can significantly grow your portfolio over time.
Retirement
from24/7 Wall St.
1 day ago

TIP ETF Delivers 4.5% Yield With CPI at a 90th-Percentile High, but Does It Belong in Your Portfolio?

TIP is designed to protect against inflation by adjusting both principal and interest payments based on CPI.
Business
from24/7 Wall St.
3 days ago

A 21% Yield With a Troubling Pattern Investors Should Not Ignore

Prospect Capital Corporation offers a high yield but faces significant losses that threaten future income and sustainability.
Retirement
from24/7 Wall St.
1 day ago

$75 Billion in SGOV: The Cash ETF That Pays You to Wait Out Market Chaos

SGOV offers a safe, liquid investment option with yields that closely track short-term government rates, ideal for cash preservation.
Real estate
fromwww.housingwire.com
1 month ago

When timing the dip goes wrong: The cost of staying on the sidelines

Waiting for perfect housing market conditions creates hidden costs through accumulated rent and missed appreciation that often exceed potential savings from lower prices or rates.
Business
from24/7 Wall St.
2 days ago

SPYT Promises 20% Income but IVV's 71.32% Long-Run Return Tells a Different Story

Defiance S&P 500 Target Income ETF offers high yields but limits upside potential, making it crucial to understand its structural limitations before investing.
fromSubstack
5 days ago

Q1 Market Whiplash, Millionaire Tax Strategies and Bitcoin Backed Mortgages - Episode 183

The sharp rise in oil prices and renewed inflation concerns created significant pressure on both stocks and bonds, impacting investor sentiment and market dynamics.
Retirement
Venture
from24/7 Wall St.
1 week ago

Inside One of Wall Street's Hottest Hedge Funds-and the 2 Trades Driving the Surge

Ratan Capital Management, led by Nehal Chopra, has outperformed most hedge funds, primarily due to significant holdings in Nvidia.
Business
from24/7 Wall St.
1 day ago

Investors Chasing AI Hardware Gains May Want to Rethink ARTY Before Adding More Exposure

The iShares Future AI & Tech ETF (ARTY) has not reflected the explosive earnings growth in the semiconductor sector.
#retirement-planning
from24/7 Wall St.
2 days ago
Retirement

How Top Executives Structure Their 401(k) to Pay Zero Taxes in Retirement

Managing diverse retirement assets is crucial to avoid tax collisions and achieve zero taxes in specific years.
Retirement
from24/7 Wall St.
4 days ago

At the age of 50, I want to retire by 60 and want to start moving out of stocks. Is this a good idea?

Balancing equity and bond allocations is crucial for those nearing retirement to manage risks and protect their portfolios.
Retirement
from24/7 Wall St.
2 days ago

How Top Executives Structure Their 401(k) to Pay Zero Taxes in Retirement

Managing diverse retirement assets is crucial to avoid tax collisions and achieve zero taxes in specific years.
Retirement
from24/7 Wall St.
4 days ago

At the age of 50, I want to retire by 60 and want to start moving out of stocks. Is this a good idea?

Balancing equity and bond allocations is crucial for those nearing retirement to manage risks and protect their portfolios.
Business
from24/7 Wall St.
1 day ago

YMAG ETF Pays Weekly but the Share Price Tells a Harder Story

Understanding the mechanics behind YieldMax Magnificent 7 Fund is essential for making informed portfolio decisions.
Retirement
from24/7 Wall St.
2 days ago

The Hidden Retirement Costs Tax Planning Can Help You Avoid

Tax planning is essential for managing retirement income and lifestyle, despite differing opinions on its importance.
Business
from24/7 Wall St.
1 day ago

Amplify's QDVO Turned Magnificent Seven Stocks Into a 10.7% Income Machine

QDVO offers a solution for investors seeking income from large-cap tech stocks with low dividends by using a covered call strategy.
Retirement
fromSlate Magazine
3 days ago

My Husband Has a Chance to Quadruple His Income. But What We Have to Do First Terrifies Me.

Transitioning to a lower income during a career pivot can be challenging but is manageable with careful planning and prioritization.
from24/7 Wall St.
2 days ago

USHY Yields 6.58% While VIX Sits at the 96.5th Percentile, A Risky Tradeoff

USHY seeks to track the investment results of the ICE BofA US High Yield Constrained Index, composed of U.S. dollar-denominated, high yield corporate bonds, providing broad exposure in a low-cost wrapper.
Business
Retirement
from24/7 Wall St.
4 days ago

Why Financial Advisors Tell High Earners Over $400K to Stop Maxing Their 401(k)

High earners may benefit from strategies that reduce taxable income in retirement rather than traditional tax-deferment methods.
Retirement
from24/7 Wall St.
5 days ago

There is A Weekly Income T-Bill ETF That No One Knows About, But It's Beating Money Markets

TreasuryDirect is unpopular due to its outdated interface, leading investors to prefer alternatives like money market funds and the Roundhill Weekly T-Bill ETF.
Business
from24/7 Wall St.
2 days ago

Wall Street Says Buy the Dip: KeyBanc Upgrades Crescent Energy Target

Crescent Energy's stock target raised to $19 by KeyBanc, indicating a strong investment opportunity despite recent pullback.
Business
from24/7 Wall St.
2 days ago

Harbor Commodity ETF HGER Outpaces Rivals With 25% YTD Gain and $2 Billion in Assets

The Harbor Commodity All-Weather Strategy ETF (HGER) aims to provide inflation protection and profit generation through commodity exposure.
Major League Baseball
fromTalkNats.com
1 month ago

It's all about the money..... and the lack thereof! | TalkNats.com

MLB's revenue-sharing model and absence of a salary cap produce low profitability, encourage cost-minimizing ownership, and require CBA reforms for competitive balance.
from24/7 Wall St.
2 days ago

JPMorgan's Short-Duration JPIE Earned 15.24% Since Inception While the Bond Market Cratered

JPMorgan Income ETF has delivered over 50 consecutive monthly distributions since its October 2021 inception, providing stability that is the entire point of the investment strategy.
Business
Business
from24/7 Wall St.
3 days ago

We Highlighted 3 Undervalued Dividend Aristocrats a Year Ago: Here's How They Did and 3 New Picks

Three new undervalued Dividend Aristocrats are identified for investment consideration.
Business
from24/7 Wall St.
3 days ago

What Makes a Perfect LBO Target: These 4 Stocks Fit the Profile Right Now

Private equity firms seek LBO targets with predictable cash flow, depressed valuations, and operational improvement potential.
Retirement
fromSubstack
1 week ago

Index Funds Aren't Boring. You're Just Addicted to Feeling Smart

Index funds provide predictable growth and often outperform complex investment strategies.
Business
from24/7 Wall St.
3 days ago

If You Sense a Recovery, Forget JEPI and Buy This Covered Call ETF Instead

Different covered call ETFs yield varying outcomes based on stock selection, portfolio coverage, and focus on income versus growth.
from24/7 Wall St.
3 days ago

Stanley Druckenmiller Loaded Up on This Stock That's Down 77%

Druckenmiller founded Duquesne Capital Management in 1981, which went on to deliver average annual returns of 30% without a single losing year. Every other major investor you know today has had at least some losses, but not Druckenmiller.
Business
Business
from24/7 Wall St.
3 days ago

The Bond ETF Playing the Whole Field While Handing Investors Monthly Paychecks

Fidelity Total Bond ETF offers consistent monthly income with a 4.4% yield and an expense ratio of 0.36%.
from24/7 Wall St.
3 days ago

Wall Street Bullish on Americas Gold and Silver: BMO Sees Major Re-Rate Ahead

BMO believes Americas Gold has the expertise to execute its optimization strategy, particularly at the Galena Complex, and sees the company's approach increasing free cash flow generation as production grows organically.
Business
Business
from24/7 Wall St.
3 days ago

BSTZ Holds Over 30% in Illiquid Private Companies and Trades at an 11.4% NAV Discount

BlackRock Science & Technology Term Trust faces risks regarding distribution sustainability and the impact of private holdings on income.
Business
from24/7 Wall St.
3 days ago

Goldman Sachs Is Very Bullish on 5 Dividend-Paying Energy Superstars

Goldman Sachs leads in investment banking, providing top research and stock ideas, especially in the energy sector amid geopolitical volatility.
Business
from24/7 Wall St.
4 days ago

MAGS ETF: Two Signals Will Determine If the 16% Slide Gets Worse in 2026

Roundhill Magnificent Seven ETF is down 16% year-to-date, influenced by AI capital expenditure trends and the equal-weight structure's impact on performance.
Business
from24/7 Wall St.
4 days ago

FFEM Dropped 13% in One Month as Rising Treasury Yields Drain Emerging Markets

Fidelity Fundamental Emerging Markets ETF has gained 34% in a year but faces risks from rising U.S. Treasury yields and a strengthening dollar.
Business
from24/7 Wall St.
5 days ago

5 Monthly Dividend Payers Down 21%: A Chance for Endless Cashflow?

Monthly dividend stocks provide consistent income, but rising Treasury yields increase the investment threshold for equities.
Business
from24/7 Wall St.
4 days ago

Extreme Fear is Gripping the Market, This Is the Smart Move Most Investors Miss

Investors are panicking, leading to extreme fear in the markets, with quality stocks like Apple and Microsoft also being sold off.
Business
from24/7 Wall St.
5 days ago

3 Dividend Stocks You Can Buy Today and Forget About for the Next 20 Years

Investing in dividend stocks like Coca-Cola can build long-term wealth and provide passive income, even during economic uncertainty.
Business
from24/7 Wall St.
4 days ago

Fidelity Blue Chip Growth Is Down 11.67% in 2026. What Comes Next Depends on This.

Fidelity Blue Chip Growth ETF has declined 11.67% year-to-date, impacted by macroeconomic factors and heavy concentration in mega-cap stocks.
Business
from24/7 Wall St.
5 days ago

TOPT Holds 16% in NVIDIA Alone, and That Concentration Is Driving Its 11% Loss

TOPT's performance is heavily influenced by a few mega-cap tech stocks, leading to significant volatility and risk for investors.
Business
fromFortune
4 days ago

Bill Ackman told spooked investors to get over the Iran war and buy Fannie and Freddie. Stocks surged 40% the next day | Fortune

Bill Ackman recommends buying Fannie Mae and Freddie Mac, citing their undervaluation amid market fears related to the Iran war.
Business
from24/7 Wall St.
5 days ago

This 1 Tech Stock is Worth Buying Hand-Over-Fist, Even in This Environment

Arm Holdings is positioned to thrive due to a critical mismatch in tech components, particularly in battery efficiency and capacity.
Business
from24/7 Wall St.
6 days ago

AOR Has Returned 113.6% Over 10 Years With Built-In Rebalancing and a 2.6% Yield

AOR offers a low-cost, diversified investment solution with a 60% equity and 40% bond allocation, automatically rebalanced for investors.
Business
from24/7 Wall St.
1 week ago

Can Applied Digital Get Out From Under Its Debt Overhang?

Applied Digital's financial structure and growing debt will be critical topics in the upcoming fiscal Q3 2026 results announcement.
Business
fromBusiness Matters
1 week ago

Stocks vs. Indices: Experts from AlterHill Group Review the Main Difference

Stocks represent ownership in a company, while indices track the performance of a group of stocks.
Business
from24/7 Wall St.
1 week ago

Private Credit Could Crush the Stock Market: 5 Financial Dividend Giants With Zero Exposure

Private credit poses significant risks due to leverage and debt, with potential liquidity mismatches exacerbating financial instability.
Business
from24/7 Wall St.
1 week ago

VFVA's Deep Value Strategy Carries a Hidden Volatility Risk Most Investors Overlook

Vanguard U.S. Value Factor ETF targets undervalued stocks, offering cost-efficient exposure with potential for high returns, but carries significant risks during market downturns.
Business
from24/7 Wall St.
2 weeks ago

The Closed End Fund Paying 6.7% That Rivals the S&P 500

Adams Diversified Equity Fund offers a 6.7% yield and has outperformed the S&P 500 over time.
Business
from24/7 Wall St.
2 weeks ago

One of These High Yield Funds Is Quietly Returning Your Own Money Back to You

Three income-focused funds offer different strategies: ADX uses diversified equity dividends and capital gains, while PYPY and ULTY employ covered call options that generate consistent income but cap upside potential during strong market rallies.
from24/7 Wall St.
2 months ago

The Hidden Tradeoffs Between Dividend Income and Total Return

Dividend investing and total return investing are often presented as competing philosophies, each with its own set of loyal advocates who dismiss the other as missing the point. Dividend investors are going to argue that cash flow matters more than any kind of paper gains. Separately, total return investors will counter that focusing on yield ignores the bigger picture of wealth compounding.
Business
fromFast Company
2 months ago

4 strategies for building a 'good enough' financial plan and portfolio

Step away from those individual stocks. Forget I bonds and laddered portfolios of individual Treasury Inflation-Protected Securities. If you're a satisficer, they're not for you. Reduce your number of accounts and the holdings within them.A portfolio with fewer moving parts is easier to oversee and simpler to document in case your loved ones or a financial advisor needs to take the wheel.
Business
from24/7 Wall St.
2 months ago

Quiet Excellence: 3 Stocks That Have Beaten the Market, and No One Has Heard of Them

This past quarter, Lyft provided record revenue of $1.7 billion, surging 11% year-over-year. This impressive surge was driven by gross bookings which increased 16% (indicating solid demand) and impressive pricing power which has led to solid profitability. On that front, Lyft brought in more than $46 million in net earnings, a big swing from the -$12.4 million loss the company saw in the same quarter a year prior.
Business
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