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Optimized Portfolio

Investing and Personal Finance

  • Beginners Start Here
  • Investing 101
    • Beginners Start Here – 10 Steps To Start Building Wealth
    • What Is the Stock Market? How It Works & How to Invest in It
    • How To Invest in an Index Fund – The Best Index Funds
    • Portfolio Asset Allocation by Age
    • How To Invest Your Emergency Fund
    • Portfolio Diversification – How To Diversify Your Portfolio
    • Dollar Cost Averaging vs. Lump Sum Investing (DCA vs. LSI)
    • How To Invest Your HSA (Health Savings Account)
    • Factor Investing and Factor ETFs – The Ultimate Guide
    • more…
  • Lazy Portfolios
    • All Weather Portfolio
    • Bogleheads 3 Fund Portfolio
    • HEDGEFUNDIE’s Excellent Adventure
    • Warren Buffett Portfolio
    • Golden Butterfly Portfolio
    • Paul Merriman Ultimate Buy and Hold Portfolio
    • Ben Felix Model Portfolio
    • Permanent Portfolio
    • David Swensen Portfolio
    • 60/40 Portfolio
    • more…
  • Brokerage Reviews
    • The 5 Best Stock Brokers
    • The 4 Best Investing Apps
    • M1 Finance Review
    • Brokers with the Lowest Margin Rates
    • M1 Finance vs. Fidelity
    • M1 Finance vs. Vanguard
    • Webull vs. Robinhood
    • Stash vs. Robinhood
    • M1 Borrow Review (How M1’s Margin Loan Works)
    • more…
  • ETFs
    • VOO vs. VTI – Vanguard S&P 500 or Total Stock Market ETF?
    • The 7 Best International ETFs
    • The 8 Best Small Cap ETFs (4 From Vanguard)
    • The 5 Best REIT ETFs
    • The 5 Best EV ETFs – Electric Vehicles ETFs
    • VIG vs. VYM – Comparing Vanguard’s 2 Popular Dividend ETF’s
    • The Best Vanguard Dividend Funds – 4 Popular ETFs
    • The 5 Best Tech ETFs
    • The 7 Best Small Cap Value ETFs
    • The 6 Best ETFs for Taxable Accounts
    • The 5 Best Emerging Markets ETFs (1 From Vanguard) for 2022
    • more…
  • Leverage
    • What Is a Leveraged ETF and How Do They Work?
    • How To Beat the Market Using Leverage and Index Investing
    • The 9 Best Leveraged ETFs
    • Hedgefundie’s Excellent Adventure
    • Leveraged All Weather Portfolio
    • Leveraged Permanent Portfolio
    • Leveraged Golden Butterfly Portfolio
    • NTSX – Review and Summary
    • TQQQ – Is It A Good Investment?
    • PSLDX – A Review
    • SWAN – A Review
    • RPAR Risk Parity ETF Review
    • more…
  • Dividends
    • The Best M1 Finance Dividend Pie
    • The 11 Best Dividend ETFs
    • The Best Vanguard Dividend Funds – 4 Popular ETFs
    • VIG vs. VYM – Comparing Vanguard’s 2 Popular Dividend ETF’s
    • 8 Reasons Why I’m Not a Dividend Income Investor
    • QYLD – A Harsh Review
    • more…
  • Bonds
    • The Best Vanguard Bond Funds – 11 Popular ETFs
    • The 11 Best Treasury Bond ETFs
    • Treasury Bonds vs. Corporate Bonds
    • The 3 Best TIPS ETFs
    • The 5 Best High Yield Bond Funds for Income
    • The 3 Best Municipal Bond ETFs
    • How To Buy Bonds Online: The Ultimate Guide
    • The Best Bond Funds Out There – 13 ETFs
    • The 3 Best Corporate Bond ETFs
    • more…

ETFs

RPAR Risk Parity ETF Review – An All Weather Portfolio ETF?

Last Updated: March 22, 2022 8 Comments – 10 min. read

rpar 10 year performance

RPAR is a single fund solution for an all-weather portfolio strategy based on risk parity - one ETF to be fully diversified across multiple assets. I review it here. What Is the RPAR Risk Parity ETF? To discuss the RPAR ETF, we first have to talk about the concept of an "all-weather portfolio." As the name suggests, this phrase describes a portfolio designed to … [Read more...] about RPAR Risk Parity ETF Review – An All Weather Portfolio ETF?

PSLDX – A Review of the PIMCO StocksPLUS® Long Duration Fund

Last Updated: March 22, 2022 68 Comments – 6 min. read

psldx vs hfea ntsx sp500 performance

PIMCO have been quietly beating the market and doing a version of the famous Hedgefundie Adventure for years with their mutual fund PSLDX. I review it here. Video Prefer video? Watch it here: What Is PSLDX? To talk about PSLDX, let's first talk briefly about the famous Hedgefundie Adventure. Ironically, you're probably more likely to have heard about … [Read more...] about PSLDX – A Review of the PIMCO StocksPLUS® Long Duration Fund

The 7 Best Value ETFs To Capture Value Stocks in 2022

Last Updated: March 22, 2022 2 Comments – 8 min. read

value vs growth

Is the Value premium dead? Probably not. With Value suffering a beating for a decade, let's hope it's time for its resurgence. Here we look at the best Value ETFs to capture value stocks in . Introduction - Why Value Stocks? If you've landed on this page because you're looking for a Value ETF, you probably already know the answer. Value stocks are thought to … [Read more...] about The 7 Best Value ETFs To Capture Value Stocks in 2022

QQQ vs. QQQM – NASDAQ 100 Index ETFs from Invesco

Last Updated: April 3, 2022 6 Comments – 3 min. read

invesco etfs logo

QQQ from Invesco is one of the most popular funds out there. It tracks the NASDAQ 100 Index. QQQM is new on the scene and tracks the same index. What's the deal? In a hurry? Here are the highlights: QQQ and QQQM are two funds from Invesco that both track the NASDAQ 100 Index.The index is mostly tech companies and is not well-diversified across sectors.QQQ launched in … [Read more...] about QQQ vs. QQQM – NASDAQ 100 Index ETFs from Invesco

SPHD vs. VYM – High Dividend ETFs from Invesco and Vanguard

Last Updated: March 23, 2022 No Comments – 3 min. read

sphd vs vym

The Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) and the Vanguard High Dividend Yield ETF (VYM) are two popular dividend-oriented ETFs. Let's compare them. First, I don't get excited about dividends. But I know that income investors often like to use dividends as current income, particularly in retirement, and thus seek out high-dividend-yield funds. Others … [Read more...] about SPHD vs. VYM – High Dividend ETFs from Invesco and Vanguard

SCHD vs. VYM – Dividend ETFs from Schwab and Vanguard

Last Updated: April 16, 2022 7 Comments – 3 min. read

schd vs vym performance

Two popular dividend-focused ETFs are the Schwab U.S. Dividend Equity ETF (SCHD) and the Vanguard High Dividend Yield ETF (VYM). Let's compare them. First, note that I don't chase dividends. But I recognize that many investors use dividends to supplement their current income, particularly in retirement. Others just irrationally prefer dividend-paying stocks. In any case, … [Read more...] about SCHD vs. VYM – Dividend ETFs from Schwab and Vanguard

SWAN – A Review of the Amplify BlackSwan ETF for Downturns

Last Updated: March 22, 2022 40 Comments – 8 min. read

black swan

Black swan events are impactful and unpredictable. The Amplify BlackSwan Growth & Treasury Core ETF (SWAN) was designed to protect against them. Let's dive into it. Video Prefer video? Watch it here: What Is a Black Swan Event? The term black swan is used to describe an extremely rare, inherently unpredictable event that has severe negative … [Read more...] about SWAN – A Review of the Amplify BlackSwan ETF for Downturns

ETF vs. ETN vs. ETP – Differences, Similarities, Risks, Etc.

Last Updated: March 22, 2022 No Comments – 3 min. read

etf vs etn vs etp

ETF. ETN. ETP. So many initialisms. Here we'll explore what these things are and what differences exist among them. ETF vs. ETN vs. ETP - What Do the Letters Mean? First, here's what these initialisms stand for: ETF - Exchange Traded FundETN - Exchange Traded NoteETP - Exchange Traded Product Secondly, I created this crude Venn diagram to illustrate the … [Read more...] about ETF vs. ETN vs. ETP – Differences, Similarities, Risks, Etc.

QYLD – Avoid This ETF as a Long-Term Investment (A Review)

Last Updated: April 10, 2022 58 Comments – 10 min. read

qyld negative performance

QYLD has been gaining popularity among income investors as a bullish-yet-defensive play on the NASDAQ 100. Here we'll review it and look at why it's probably not a great choice for a long-term buy-and-hold portfolio. Video Prefer video? Watch it here: Introduction - What Is QYLD and How Does It Work? QYLD is an ETF from Global X that holds the NASDAQ 100 … [Read more...] about QYLD – Avoid This ETF as a Long-Term Investment (A Review)

The 7 Best Inflation Hedge Assets and ETFs for 2022

Last Updated: March 22, 2022 21 Comments – 12 min. read

inflation 10 dollars

Inflation fears are always lingering. Here we'll look at what inflation is, why it occurs, how it's measured, and the best assets to hedge against it with their corresponding ETFs for . Video Prefer video? Watch it here: Introduction - What Is Inflation? Simply put, inflation refers to an aggregate increase in prices, commonly measured by the Consumer … [Read more...] about The 7 Best Inflation Hedge Assets and ETFs for 2022

TQQQ – Is It A Good Investment for a Long Term Hold Strategy?

Last Updated: March 22, 2022 105 Comments – 9 min. read

tqqq vs qqq

TQQQ has grown in popularity after a decade-long raging bull market for large cap growth stocks and specifically Big Tech. But is it a good investment for a long term hold strategy? Let's dive in. Video Prefer video? Watch it here: What Is TQQQ? TQQQ is a 3x leveraged ETF from ProShares that aims to deliver 3x the daily returns of the NASDAQ 100 Index. … [Read more...] about TQQQ – Is It A Good Investment for a Long Term Hold Strategy?

VEA vs. VWO vs. VXUS – Which ETF for International Stocks?

Last Updated: March 23, 2022 12 Comments – 4 min. read

international stocks performance

Three of the most popular international ETFs are Vanguard's VWO, VEA, and VXUS. Is there one that reigns supreme to hold alongside U.S. stocks? Diversifying with International Stocks Index investors in the U.S. usually know it's a good idea to diversify in equities outside the United States. At global market weights, U.S. stocks only comprise about half of the … [Read more...] about VEA vs. VWO vs. VXUS – Which ETF for International Stocks?

The 3 Best Commodities ETFs To Invest in Commodities in 2022

Last Updated: March 22, 2022 2 Comments – 4 min. read

oil

Commodities offer a diversification benefit in a long-term investment portfolio. Here we look at how to invest in commodities broadly with the best commodities ETFs. Introduction - Why Commodities ETFs? Commodities - metals, energy, livestock, and agriculture - offer what's called an uncorrelation to the stock market, meaning the movement of one does not follow … [Read more...] about The 3 Best Commodities ETFs To Invest in Commodities in 2022

3 Best Convertible Bond ETFs & Why You Shouldn’t Buy Them (2022)

Last Updated: March 22, 2022 2 Comments – 5 min. read

convertible bonds

Convertible bonds are a somewhat rare but interesting asset type. Here we'll explore what they are, how to buy them using the best convertible bond ETFs, and why you might (not) want them. What Are Convertible Bonds? As the name suggests, convertible bonds are corporate bonds issued by companies that are able to be converted to shares of common stock. Convertible … [Read more...] about 3 Best Convertible Bond ETFs & Why You Shouldn’t Buy Them (2022)

The Momentum Factor – Do Momentum ETFs Deliver the Premium?

Last Updated: March 22, 2022 1 Comment – 3 min. read

The Momentum factor is one of the most studied - and simultaneously perhaps the most misunderstood - elements in finance. Here we discuss the Momentum factor, how one might access it with so-called "momentum ETFs," and whether or not investors can expect a premium. What Is the Momentum Factor? A few years after the Fama French 3 Factor Model emerged, Mark … [Read more...] about The Momentum Factor – Do Momentum ETFs Deliver the Premium?

The 3 Best Materials ETFs To Buy in 2022

Last Updated: March 22, 2022 No Comments – 3 min. read

materials

The materials sector refers to the basic materials used in production. Here we'll check out the 3 best materials ETFs for . Introduction - Why Basic Materials ETFs? As the name suggests, "basic materials" refers to raw materials used in production and construction. Specifically, we're talking about companies involved in the discovery, development, and processing … [Read more...] about The 3 Best Materials ETFs To Buy in 2022

5 Nuveen Funds for Targeted ESG Exposure in 2022

Last Updated: March 22, 2022 No Comments – 3 min. read

nuveen funds logo

Nuveen funds provide targeted style and cap size exposure through an ESG lens. Here we'll check out 5 of them. Introduction - Nuveen Funds Nuveen is a subsidiary of TIAA providing funds for specific styles, cap sizes, and geographies with an ESG filter overlaid. Nuveen aims to invest "to make an enduring impact on our world." Nuveen claim to not avoid … [Read more...] about 5 Nuveen Funds for Targeted ESG Exposure in 2022

The 3 Best Transportation ETFs To Watch in 2022

Last Updated: March 22, 2022 No Comments – 2 min. read

transportation

The transportation sub-sector may be due for a rebound as we come out of the pandemic. Here are the 3 best transportation ETFs to capture that exposure in . Introduction - Why Transportation ETFs? The transportation industry has been one of the hardest hit by the pandemic, as travel was suspended and people have been staying at home and not traveling. This is … [Read more...] about The 3 Best Transportation ETFs To Watch in 2022

The Best (And Only) Airlines ETF for 2022

Last Updated: March 22, 2022 No Comments – 2 min. read

airline

Interested in betting on (or shorting) the airlines industry? Capture the narrow transportation segment with the JETS ETF in . Introduction - Why Airlines ETFs? Airlines are a narrow play that may not move in the same direction as the much broader transportation segment of the market. As we come out of the pandemic, airline stocks are looking attractive for a … [Read more...] about The Best (And Only) Airlines ETF for 2022

5 Marijuana ETFs To Bet on Cannabis / Weed / CBD in 2022

Last Updated: March 22, 2022 No Comments – 4 min. read

marijuana

Want to enhance your exposure to the myriad of cannabis and CBD applications? Here we'll check out 5 of the best marijuana ETFs for . Introduction - Why Marijuana / Cannabis / Weed / CBD ETFs? In the context of ETFs, all these terms are pretty interchangeable, even though they sometimes mean different things. CBD contains no THC, meaning it's not psychoactive. … [Read more...] about 5 Marijuana ETFs To Bet on Cannabis / Weed / CBD in 2022

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