What You May Have Missed This Week...
The best Vanguard ETFs for retirement, the ideal portfolio for low-risk, defensive investors and a new ultra-high yield "magnificent 7" ETF!
In addition to the regular posts here on Substack, I also publish ETF research and notes over on my blog, ETF Focus.
In case you wanted to catch up on the latest research above and beyond what you’re reading here, this is a quick list of some of the most recent articles from the blog!
"What Advice Do You Have For A Beginner Investing His First $1000 In ETFs?"
On a recent reader Q&A session over on Substack, I received the following question (lightly edited for clarity)...
How would you advise a beginner investing $1000 in ETFs and which one would you recommend. And why?
It’s a great topic for first timers and a good refresher even for experienced investors!
The Best No-Fee, Zero Expense Ratio ETFs of 2024
In today's investment landscape, the allure of low fees seems to be underappreciated. For those of us who pride ourselves on being frugal and are always on the lookout for the best deals, there's good news. In a bid to attract cost-conscious investors, some ETF providers have begun to offer products with a 0% expense ratio.
3 ETF Picks for The Lazy Couch Potato Investor
As someone who's made a career out of being an ETF nerd, my days are filled with reading prospectuses and staying afloat in the continuous tide of new ETF launches. It's what I'm paid to do, after all. If you're reading this, you might share my enthusiasm for ETFs.
Or perhaps you're a new investor, feeling somewhat overwhelmed by the sheer variety of options available in your quest for the perfect investment vehicle. If you're in search of a hands-off, highly diversified, and low-cost investment portfolio, I've got you covered.
The Hidden Advantage Of ETFs
All investors should place a high importance on maximizing the tax efficiency of their portfolios. As a new year blooms, the 2023 tax season is upon us. As investors think to consider how to minimize taxes paid, an effective way to do so would be to reduce capital gains that are triggered when selling a security at a booked gain from when it was acquired.
My Top 3 Dividend ETF Picks For February
It’s tempting to expect the current risk-on environment to keep plowing forward unless something happens to derail it. With the Fed meeting out of the way, the latest economic numbers proving positive again and much of the Q4 earnings season in the rearview, February could be a month with relatively fewer potential road bumps.
YieldMax Brings An Ultra-High Yield Magnificent 7 ETF To Market
One of the hottest trends in the ETF space right now is covered call strategies with absurdly high yields.
YieldMax has been perhaps the biggest purveyor of these products. Since late 2022, they've launched 20 different (mostly) single stock ETFs aimed at delivering this level of yield to investors. Earlier this week, YieldMax added the latest product to its lineup, which should instantly get investor attention - the YieldMax Magnificent 7 Fund of Option Income ETF (YMAG).
Best Small Cap ETFs: The Overlooked & Underappreciated
In general, small caps are more speculative, have less earnings power and rely on more growth. Thus, they gave way to the large-cap growth stocks that possess a proven track record of generating earnings (i.e. the Magnificent Seven).
Small caps may not deserve the punishment they have received from equity investors. Although I will admit there is still a decent amount of risk on the table, a valuation correction for small caps could be in the cards in 2024.
The Ultimate ETF Portfolio for Low-Risk, Defensive Investors
In the investment world, most investors are adept at chasing returns but often fall short in managing risk. This oversight is not entirely their fault, as risk is harder to visualize and quantify compared to immediate gains.
However, the greatest risk for any investor is a deep drawdown that takes years to recover from if it ever does. Understanding the asymmetry of losses and gains is crucial here.
6 Vanguard ETFs For Every Stage Of Retirement Investing
While a comfortable retirement is the ultimate end goal for most people, it’s also one of the most daunting financial goals. Everybody dreams of a retirement in a warm weather climate full of hobbies, travel or whatever it is you strive, few have achieved the financial means to make it happen.
Survey after survey has indicated that most American households are woefully underprepared for retirement.