Delegating control of your money to a financial professional can seem like a good way of unburdening yourself of financial stress. However, the author of today’s article cautions that “When we surrender control, we are much more likely to be a victim of fraud or negligence, and…we put ourselves in a position of reacting to plans made on our behalf and letting our financial situation dictate our life goals rather than the other way around.” She proceeds to outline seven things she believes individuals need to know about their money that “will dramatically improve your odds of achieving your financial goals and avoiding financial disasters.” CLICK HERE.
With infrastructure spending plans moving to the forefront in Washington, today’s article examines a new infrastructure-themed exchange-traded fund on the scene that has gotten a lot of attention: the Global X U.S. Infrastructure Development ETF (PAVE). For a deep dive into the fund’s strategy, methodology and holdings, its performance since its inception (and its performance relative to its peers), and the specific type of investor that the author believes the fund is suited for, CLICK HERE.
In regards to the power of dividend investing, the author of today’s article states “If I did my job of security selection well, I could afford to do nothing for years, and simply enjoy a rising stream of income from my diversified list of dividend paying companies. I would be paid for decades, for an investment decision made a long time ago.” He proceeds to assess ten dividend paying companies that have lengthy (10-year) track records of annual dividend increases. Which does he see as attractive picks, which does he see as overvalued – and which might be worth a second look on a dip? CLICK HERE.
After a strong December and a nearly 3% rise in January, where is the price of gold bullion headed this year? The author of today’s article suggests that “one of the best ways to determine what the market is thinking is to evaluate the implied volatility used to price gold bullion options.” What can investors glean from implied volatility (even if they don’t use options), what does the author identify as the easiest way to evaluate gold implied volatility – and what does a reading indicate about gold prices this year? CLICK HERE.
“Reinvesting dividends can be the most significant factor in building wealth in the long run,” states the author of today’s article, who further notes that an investor could have increased their total return by more than 65% had they reinvested their dividends. As such, the author screened for promising dividend plays: “stocks priced under $20 with dividends that have increased over the past five years, show gains in earnings and strong financials.” For five stocks that passed this screen, CLICK HERE.
“The long oil trade continues to be the place to be,” declares one analyst cited in today’s article – a sentiment that seems to be shared by hedge funds, which are betting heavily on rising oil prices. But which oil companies are the best plays? One place to look are the companies that billionaire hedge fund managers are betting on – and the author highlights six such firms. For these six oil stocks that are darlings of elite hedge fund managers, CLICK HERE.
Growth? Value? Size? When it comes to investing in factors, the author of today’s article acknowledges that “trying to determine which ones to invest in at a given time is an incredibly difficult undertaking.” He proceeds to examine which factors have outperformed historically at similar points in the market cycle to where we (presumably) are now: the late stages. What two factors have consistently been late-stage performers – and what factor is singled out as “the best of factors in the worst of times”? CLICK HERE.
Among the biggest winners of the GOP tax overhaul may be real estate investment trusts – or, more precisely, REIT investors. The author of today’s article notes that “Beginning with returns filed in April 2019, shareholders will be able to trim 20% off the taxable part of their Reit dividends. It’s enough of a break to make many Reits a compelling purchase in a taxable account.” He proceeds to outline a number of ways in which REIT investors can benefit from the new tax rules –and highlights some specific REITs to consider. For more, CLICK HERE.
Gold outperformed all major asset classes last year (other than stocks, of course) – and in its recently released annual outlook for the yellow metal, the World Gold Council predicts another positive year for gold based on four key market trends. For these four trends that the WGC believes will shape gold’s trajectory this year – and for the author’s recommended portfolio weighting and investments for gold – CLICK HERE.
Be it robotics and artificial intelligence, longevity and obesity, gender diversity, millennials, or something else, exchange-traded funds oriented around certain investible themes are a fast-growing part of the ETF universe. At the recent Inside ETFs conference, a panel of fund managers identified some budding themes to keep an eye on when it comes to thematic ETFs – and discussed how investors can do their due diligence when it comes to these products. For more, CLICK HERE.