Asset Allocation
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VIG Vs. QQQ: Dividend Growth Offers Tech Exposure With Lower Risks
Seeking Alpha· 2025-11-10 21:13
Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.Sensor Unlimited is an economist by training with a PhD, with a focus on financial economics. She is a quantitative modeler and for the past decade she has been covering the mortgage market, commercial market, and the banking industry. She writes about asset allocation and ETFs, particularly those related to the overall market, bonds, banking and financial secto ...
X @Investopedia
Investopedia· 2025-11-09 15:00
GMO's co-head of asset allocation says this market isn't like 2007 and 2008, when everything was expensive. https://t.co/A3SiuKMu2a ...
JEPI Vs. SPY: Two Charts Explain Why Covered Call Is Timely (NYSEARCA:JEPI)
Seeking Alpha· 2025-11-07 20:54
Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.My last work on the JPMorgan Equity Premium Income ETF (NYSEARCA: JEPI ) was published on 9.4 in an article titled “VOO Vs. JEPI: The Latter Is Likely To OutperformSensor Unlimited is an economist by training with a PhD, with a focus on financial economics. She is a quantitative modeler and for the past decade she has been covering the mortgage market, commercia ...
A Decade Of Rewards: $83 Bil From NVIDIA Stock
Forbes· 2025-11-07 17:00
SANTA CLARA, CALIFORNIA - MAY 21: A sign is posted in front of Nvidia headquarters on May 21, 2024 in Santa Clara, California. Chip maker Nvidia will report first quarter earnings on Wednesday, May 22nd. (Photo by Justin Sullivan/Getty Images)Getty ImagesOver the past ten years, NVIDIA (NVDA) stock has delivered a remarkable $83 Bil back to its investors in the form of cash via dividends and buybacks. Let’s examine some figures and see how this distribution capacity compares to the largest capital-return in ...
Retirement Income And Withdrawal Strategies | Insights Live℠ | Fidelity Investments
Fidelity Investments· 2025-11-06 15:22
Join the Insights from Fidelity Wealth Management team for the second of a 3-part series on retirement planning. We will focus on helping you manage many of the questions you may face during your retirement, such as “How do I make my money last?” and “How do I get comfortable actually spending the money I have saved?” Specific topics we'll cover include: - Retirement income planning and the different sources that can help create your cash flow - Optimizing your withdrawals, including drawdown strategies for ...
How To Prepare For Retirement | Insights Live℠ | Fidelity Investments
Fidelity Investments· 2025-11-04 16:32
Join the Insights from Fidelity Wealth Management team for the first of a 3-part series on retirement. We’ll not only address some classic retirement questions (such as, “How much money do I need to retire?”) but we’ll also examine those questions within the context of inflation and market volatility. And we’ll discuss how you can mentally prepare for retirement. Specific topics we'll cover include: - Estimating your "retirement cost of living" and how your retirement spending might evolve - Investing strat ...
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (Nov. 2025)
Seeking Alpha· 2025-11-01 12:15
Core Insights - The "High Income DIY Portfolios" Marketplace service aims to provide high income with low risk and capital preservation for DIY investors, particularly targeting income investors such as retirees or near-retirees [1][2] - The service offers seven portfolios, including three buy-and-hold, three rotational portfolios, and a conservative NPP strategy portfolio, designed to generate stable, long-term passive income with sustainable yields [1][2] Portfolio Details - The portfolios include two High-Income portfolios, two Dividend Growth Investing (DGI) portfolios, and a conservative NPP strategy portfolio characterized by low drawdowns and high growth potential [1] - The service encompasses a total of 10 model portfolios with varying income targets and risk levels, along with buy and sell alerts and live chat support for investors [2]
Moving Averages of the Ivy Portfolio & S&P 500: October 2025
Etftrends· 2025-10-31 21:55
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds from Harvard and Yale. It is an equally weighted portfolio constructed with 5 ETFs that feature a mix of different asset classes. By allocating across different asset classes, diversification is achieved, and risk is reduced. The different ass ...
Dow Jones Industrial Average Vs. Nasdaq: Rethink Blue Chips' Safety
Seeking Alpha· 2025-10-31 17:49
Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.We recently updated the latest dividend declarations made by major market index funds (most of them announced their 2025 Q3 dividends in late September). During our update, the following chart caught our attention and ledSensor Unlimited is an economist by training with a PhD, with a focus on financial economics. She is a quantitative modeler and for the past de ...
AGNC Investment: Yield Curve Could Normalize (Rating Upgrade) (NASDAQ:AGNC)
Seeking Alpha· 2025-10-31 09:41
Group 1 - The article discusses AGNC Investment Corp. and presents a critical viewpoint on its market performance, suggesting reasons to be cautious about investing in it [1] - The author, Sensor Unlimited, has a strong background in financial economics and has been analyzing the mortgage and banking sectors for over a decade [1] - The investing group Envision Early Retirement, led by Sensor Unlimited, offers strategies for generating high income and growth through dynamic asset allocation [1] Group 2 - The article does not contain any stock or derivative positions related to the companies mentioned, indicating an unbiased perspective [2] - There is no compensation received for the article beyond the platform's standard payment, reinforcing the independence of the analysis [2] - The article emphasizes that past performance does not guarantee future results, highlighting the inherent uncertainties in investment [3]