Alternative Investments Landscape - Alternative investments have seen explosive interest in recent years, prompting the creation of matching ETF offerings [1] - The growing role of alternatives is manifesting in exchange-traded funds [3] - Advisors and their clients are driving the narrative around the increasing demand for alternative investments [9][10] Drivers of Alternative Investment Growth - The rise of alternatives is driven by the behavior of stocks and bonds, particularly the shift to positive correlation between them [4] - Investors are seeking unique sources of risk and return beyond traditional stocks and bonds to build more resilient portfolios [5] - The need for alternative income sources is growing, especially as interest rates are expected to decline [11] Types of Alternative Investments - Gold has traditionally been a way to gain exposure, with strong demand for ETFs like GLD and GLDM [8] - New products offering alternatives include autocallable income ETFs and funds in the hedge fund-like space [8][9] - Bitcoin, accessible through spot Bitcoin ETFs, is considered an alternative for many investors [9] - Covered call strategies and private credit are viable methods to obtain income outside of traditional equities or bonds via the ETF wrapper [20] Income Generation Strategies - Equity income solutions can deliver double-digit yields through selling options, potentially reaching 10-15% [12] - Active managers can navigate low volatility premiums by identifying opportune times to capture heightened levels of volatility premiums [15][16] - Simplify offers strategies like levered gold with an income overlay (WIDE Gold) and a Bitcoin ETF with an active income overlay (Bitcoin ETF MAXI) to address the lack of income potential in some alternative assets [22] Investor Preferences and Trends - High income levels generated by a strategy capture investors' attention, especially at the retail level, even if they don't fully understand the underlying options or derivative components [26] - Sophisticated high-net-worth clients are increasingly interested in true diversifiers like trend-following strategies with low correlation to stocks and bonds [27] - The ETF wrapper has become a comfortable way for advisors and investors to gain exposure to diversification through managed futures, commodities, and Bitcoin [31] - Finding alternative ways to get income is expected to persist for the foreseeable future, with continued traction in products like JPM's JEPI [34][35]

[Music] All right. Hello and welcome to Asking for a Trend. I'm Miles Oven.And for the next half hour, we're breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve. Here are some of the trends that we'll be diving into on this Monday.Markets closing today at record highs. Will the rally last into the end of the month and the quarter. Credit scores are falling for the second year in a row, and accord ...

Core Insights - Financial literacy is a significant issue in the U.S., costing individuals an average of $1,015 and totaling over $243 billion in 2024 [1] - A majority of Americans, 62%, own stocks, indicating a growing interest in investing despite existing confusion [1] Investment Strategies for Middle-Class Investors - Middle-class investors are encouraged to take investing seriously without assuming substantial risks [2] - Simple, passive, long-term investing is recommended, focusing on three ETFs: the Vanguard Total Stock Market ETF (VTI), Vanguard Total International Stock ETF (VXUS), and Vanguard Total Bond Market ETF (BND) [4][5] - Low-beta, dividend-paying blue-chip stocks are suggested for capital preservation and modest growth, with recommendations including Johnson & Johnson (JNJ), PepsiCo (PEP), and Procter & Gamble (PG) [6] - Sector-specific ETFs are highlighted as a means to achieve diversification, which is essential for minimizing risk [7]

European equity markets are drawing fresh interest from global investors, as resilient returns and cheaper valuations offer a compelling case for diversification beyond Wall Street. ...

🌟 Is your portfolio ready for #altseason? Time to think about diversification and new opportunities! 🚀 ...

Once the exclusive playground of the wealthy, private markets are now the hot area of interest for financial advisors. The appeal is multifaceted, with a heavy focus on the benefits of diversification and performance beyond the broad market stock and bond allocations that dominate most retail and mass-affluent investor portfolios. But there are also issues, specifically around suitability and liquidity, that advisors need to consider before jumping in. Historically, the theory behind them is that they’re ...

📊 Diversification is key. Spread your investments across different assets to manage risk effectively. ...

Group 1 - Bitcoin has increased by 25% in 2023, but it is experiencing one of its worst bull-market years ever, contrasting with previous years of triple-digit returns [1] - Eric Trump has referred to Bitcoin as "the truly greatest asset of our time," advocating for increased investment from corporations, institutions, and individuals [2] - Bitcoin is compared to modern-day gold due to its unique risk-return profile, offering high annual returns and downside protection, making it a potential hedge against economic weakness [3] Group 2 - BlackRock's research report highlights Bitcoin's unique risk-reward profile and its strong diversification benefits, cautioning against traditional risk assessment frameworks [4] - Bitcoin typically follows a four-year cycle with significant boom and bust periods, having experienced at least five major declines of 75% or more in value [5] - From 2013 to 2024, Bitcoin has delivered 1,000-fold returns, meaning a $1,000 investment could be worth over $1 million today, with projections suggesting a price of $21 million by 2046 [7][8]

☀️ Start your day smart: diversification in #crypto is key. Don’t put all your eggs in one basket! 💸 ...

One other big topic uh that's come up just this week and maybe even more broadly has been and we've discussed the idea of of making private investments more accessible to the public investor class. Robin Hood uh announced plans uh to create a fund effectively that would buy shares in private institutions that then public investors, retail investors would be able to access. And I'm curious what you think about that.It'll ultimately need your approval. >> Yeah. Well, I salute again the president issued an exe ...