An Employee Stock Purchase Plan (ESPP) is a program by which employees can purchase their employer's stock at a discount, but there are a lot of nuances to consider. Here I review the pros, cons, and some lesser known risks and strategies of ESPP's. What Is an Employee Stock Purchase Plan? As the name suggests, an Employee Stock Purchase Plan - or ESPP for short … [Read more...] about Employee Stock Purchase Plan (ESPP) Explained – Should You Buy?
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Optimized Portfolio “Best in Class” ETFs List for 2024
Every year the legendary investing author and educator Paul Merriman and his team release their recommendations of "best in class ETFs" for each market segment suggested for his model portfolios, so I figured I'd do the same. Introduction - Read This First Paul Merriman publishes his list of "best in class ETFs" every year for his model portfolios. I've got quite a … [Read more...] about Optimized Portfolio “Best in Class” ETFs List for 2024
Paul Merriman Best in Class ETFs List for 2024
Every year the legendary investing author and educator Paul Merriman and his team release their recommendations of "best in class ETFs" for each market segment suggested for his model portfolios. They usually line up with my own research and suggestions. The list for 2023 is below. Introduction By "best in class," Merriman aims to identify funds with low fees and … [Read more...] about Paul Merriman Best in Class ETFs List for 2024
SARK ETF – The Inverse ARKK ETF To Bet Against Cathie Wood
The SARK ETF allows investors to directly bet against Cathie Wood by aiming to deliver the inverse return of her ARKK ETF. It has returned a whopping 95% in a little over a year. Let's check it out. Prefer video? Watch it here: Cathie Wood is at the helm of ARK Invest, whose flagship fund ARKK - the ARK Innovation ETF - saw record inflows after it returned 153% … [Read more...] about SARK ETF – The Inverse ARKK ETF To Bet Against Cathie Wood
Inverse Cramer ETF (SJIM) – Bet Against Jim’s Stock Picking Advice
Jim Cramer's stock picking advice has historically been pretty terrible. Now you may be able to make money betting against that advice with the inverse Cramer ETF. Inverse Cramer ETF Review Video Prefer video? Watch it here: Inverse Cramer ETF (SJIM) Review Jim Cramer is the loud and obnoxious TV personality yelling at you to buy or sell specific stocks … [Read more...] about Inverse Cramer ETF (SJIM) – Bet Against Jim’s Stock Picking Advice
SGOV ETF Review – Is SGOV a Good Investment for T-Bills in 2024?
SGOV is a relatively new ETF from iShares for 0-3 month U.S. Treasury bonds, called T-bills. But is it a good investment for ? I review it here. SGOV ETF Review Video Prefer video? Watch it here: SGOV ETF Methodology, Dividend Yield, and Fees SGOV is the iShares 0-3 Month Treasury Bond ETF. It launched in mid-2020 and has since quickly amassed nearly … [Read more...] about SGOV ETF Review – Is SGOV a Good Investment for T-Bills in 2024?
AOK ETF Review – iShares Core Conservative Allocation ETF
AOK is a conservative ETF from iShares that is part of their line of Core Allocation ETFs, which provide a globally diversified, multi-asset portfolio in a single fund. But is AOK a good investment? I review it here. AOK ETF - What, How, and Why AOK is the iShares Core Conservative Allocation ETF. It is part of iShares' line of asset allocation ETFs called Core … [Read more...] about AOK ETF Review – iShares Core Conservative Allocation ETF
AOM ETF Review – iShares Core Moderate Allocation ETF (40/60)
AOM is an ETF from iShares that is part of their line of Core Allocation ETFs, which provide a well-diversified portfolio in one single fund. But is AOM a good investment? I review it here. AOM ETF - What, How, and Why The AOM ETF from iShares is part of their line of asset allocation ETFs called Core Allocation Funds that launched in late 2008. AOM is called … [Read more...] about AOM ETF Review – iShares Core Moderate Allocation ETF (40/60)
AOR ETF Review – iShares Core Growth Allocation ETF (60/40)
AOR is an ETF from iShares that is part of their line of Core Allocation ETFs, which provide a globally diversified, multi-asset portfolio in one single fund. But is AOR a good investment? I review it here. AOR ETF - What, How, and Why AOR is the iShares Core Growth Allocation ETF. It is part of iShares' line of asset allocation ETFs called Core Allocation Funds … [Read more...] about AOR ETF Review – iShares Core Growth Allocation ETF (60/40)
AOA ETF Review – iShares Core Aggressive Allocation ETF (80/20)
AOA is an ETF from iShares that is part of their line of Core Allocation ETFs, which provide a well-diversified portfolio in one single fund. But is AOA a good investment? I review it here. AOA ETF - What, How, and Why The AOA ETF from iShares is part of their line of asset allocation ETFs called Core Allocation Funds that launched in late 2008. AOA is called … [Read more...] about AOA ETF Review – iShares Core Aggressive Allocation ETF (80/20)
Bogleheads 2 Fund Portfolio for Purists & Minimalists (2024)
A Bogleheads 2 Fund Portfolio is a simpler implementation of the popular Bogleheads 4-Fund Portfolio that is globally diversified in stocks and bonds. Here we’ll look at its components, historical performance, and the best ETFs to use for it in . Bogleheads 2 Fund Portfolio Video Prefer video? Watch it here: What Is the Bogleheads 2 Fund Portfolio? The … [Read more...] about Bogleheads 2 Fund Portfolio for Purists & Minimalists (2024)
The 4 Best Cybersecurity ETFs To Buy in 2024
With greater technological reliance comes a greater risk for cyber threats and thus a greater need for cybersecurity. Here we'll check out the 4 best cybersecurity ETFs for . Introduction - Why Cybersecurity ETFs? Technological reliance by businesses and individuals is rapidly increasing globally, and with it the number and sophistication of cyber threats. … [Read more...] about The 4 Best Cybersecurity ETFs To Buy in 2024
PFIX ETF Review – Interest Rate Hedge ETF for Fed Rate Hikes in 2024?
PFIX is an ETF from Simplify to hedge against upward interest rate changes and volatility. It returned a whopping 92% in 2022. But is it a good investment for ? I review it here. PFIX ETF Review Video Prefer video? Watch it here: PFIX ETF - What It Is and How It Works PFIX from Simplify launched in mid-2021 and has quickly amassed over $330 million in … [Read more...] about PFIX ETF Review – Interest Rate Hedge ETF for Fed Rate Hikes in 2024?
GOVT ETF Review – iShares U.S. Treasury Bond ETF
GOVT is a total U.S. Treasury bond market ETF from iShares that covers the entire yield curve. But is it a good investment? I review it here. GOVT Methodology and Fees GOVT from iShares is the only ETF I know of for the total U.S. treasury bond market. It launched in late 2012 and has since amassed nearly $22 billion in assets. GOVT tracks a market-weighted … [Read more...] about GOVT ETF Review – iShares U.S. Treasury Bond ETF
3 Best Uranium ETFs To Invest in Nuclear Energy in 2024
Nuclear power plants use uranium to produce electricity. Here we'll check out the 3 best uranium ETFs for to invest in nuclear energy. Introduction - Why Uranium ETFs for Nuclear Energy? Fundamentally speaking, nuclear power plants produce electricity by using low-enriched uranium fuel through a process called nuclear fission, which is the splitting of uranium … [Read more...] about 3 Best Uranium ETFs To Invest in Nuclear Energy in 2024
The 3 Best Natural Gas ETFs To Buy in 2024
Natural gas is a relatively clean and efficient source of energy. Here we'll check out the 3 best natural gas ETFs for . Introduction - Why Natural Gas ETFs? Natural gas is a relatively clean and efficient source of energy. As countries aim to reduce carbon emissions, natural gas may become a much more attractive option compared to coal or oil. Natural gas … [Read more...] about The 3 Best Natural Gas ETFs To Buy in 2024
The 3 Best Cobalt ETFs To Buy in 2024
Cobalt has a variety of applications and is poised to be used much more in the coming years. Here we'll check out the 3 best cobalt ETFs for . Introduction - Why Cobalt ETFs? Cobalt is used in a wide range of industrial, technological, and medical applications. Examples include jet engines, magnets, and rechargeable batteries. Cobalt is typically combined … [Read more...] about The 3 Best Cobalt ETFs To Buy in 2024
Rule of 72 Explained – How It Works, How To Use, & Examples
The Rule of 72 in finance refers to a mathematical formula to illustrate compounding. Here we'll explore what it is, how it works, how to use it, and examples. What Is the Rule of 72? The Rule of 72 is simply a mathematical formula to estimate the number of years for an investment to double based on its rate of return. For a fixed income security like a … [Read more...] about Rule of 72 Explained – How It Works, How To Use, & Examples
7 Best Covered Call ETFs for Income Investors in 2024
Covered calls are options sold on owned investments to generate current income. Here we'll review the best covered call ETFs for . Video - The Best Covered Call ETFs Prefer video? Watch it here: Introduction - What Are Covered Call ETFs and How Do They Work? Covered call ETFs own stocks, typically from some underlying index, and sell call options on … [Read more...] about 7 Best Covered Call ETFs for Income Investors in 2024
VTI vs. VTSAX – Vanguard US Stock Market ETF or Mutual Fund?
VTI is the ETF from Vanguard for the total U.S. stock market. VTSAX is its mutual fund equivalent. Which one should you choose? I compare them here. Video Prefer video? Watch it here: VTI vs. VTSAX - Structure, Methodology, Fees, and Tax Cost VTI is the Vanguard Total Stock Market ETF that launched in 2001. As you might guess, this ETF captures the … [Read more...] about VTI vs. VTSAX – Vanguard US Stock Market ETF or Mutual Fund?