Some covered call ETFs have already failed the test. Why? For the same reason any of them does. Because they are notI'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden Investors Club, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditional approach to income investing. I've been charting investments since the 1980s, and I spent decades an an investment advisor and fund manager before semi-retiring in ...

Core Viewpoint - Financial stocks, particularly Bank of America (BAC), have demonstrated unexpected resilience amid recent market volatility [1] Group 1: Company Overview - Bank of America is one of the largest diversified financial institutions globally, providing a range of services including banking, lending, wealth management, and capital markets [1] - The company serves millions of customers, benefiting from its scale and stable deposit base [1] Group 2: Market Context - The resilience of financial stocks during market fluctuations highlights the strength of institutions like Bank of America [1]

Core Viewpoint - Investors with a positive outlook on the U.S. technology market, particularly the Magnificent 7 stocks, may find value in investing in Roundhill's Magnificent Seven Covered Call ETF (MAGY) [1] Group 1 - The ETF is designed for those who are bullish on the technology sector and specifically targets the Magnificent 7 stocks [1] - The article suggests that a small investment in MAGY could be beneficial for investors looking to capitalize on the growth of these technology stocks [1]

Economic Overview - The year 2025 has been marked by significant events reshaping the global economy, including a tariff war, advancements in AI, the rise of sports betting, the integration of cryptocurrencies into the banking system, and a sustained bull market [1] Key Terms and Trends - **Affordability** has been a major concern for consumers, driven by persistent inflation and high prices in food, healthcare, and housing, leading to a decline in consumer sentiment [2][3] - **Tariffs** have played a crucial role in economic policy, with their impacts on affordability being a primary concern for investors and consumers [4] - **Gold** has emerged as a leading asset class, surging over 60% year-to-date, as investors seek safe-haven assets amid market uncertainties [5] - **AI Stocks** have seen significant investment, with major companies pledging $380 billion in capital expenditures, raising concerns about a potential bubble in the sector [6] - The **Stablecoin Act of 2025** has established a federal framework for payment stablecoins, marking a significant step in the U.S. cryptocurrency landscape [7] - **Sports Betting** has gained mainstream acceptance, with Americans expected to wager over $150 billion in 2025, reflecting a growing interest in high-risk betting strategies like parlays [8] - **Insider Trading** has garnered attention, particularly following market fluctuations related to tariff policies, raising questions about market integrity [9] - **Private Markets** are becoming more accessible due to regulatory changes, allowing broader participation in alternative investments [11] - **Covered Calls** have become a popular strategy for generating income in a sideways stock market, appealing to investors looking for stable returns [13]

Core Viewpoint - The Schwab US Dividend Equity ETF (SCHD) has underperformed compared to high-growth technology stocks and alternative funds like the NEOS S&P 500 High Income ETF (SPYI) in 2023, leading to a recommendation for SPYI as a better investment option [1][5]. Performance Comparison - The SCHD ETF has a total return of 4.68% in 2023, while the S&P 500 and Nasdaq 100 indices have increased by 22% and 17%, respectively [1]. - Over the past three years, SCHD's return was only 20%, significantly lower than the Nasdaq 100's 120% and the S&P 500's 78% [2]. Sector Composition - SCHD is primarily composed of companies in traditional industries, with energy being the largest sector at approximately 20% of its holdings [3]. - Other significant sectors in SCHD include consumer staples, healthcare, and industrials, which have faced challenges due to external factors like tariffs [4]. Comparison with SPYI - The NEOS S&P 500 High Income ETF (SPYI) offers a higher yield of 12% and has outperformed SCHD with a three-year return of 58% compared to SCHD's 20% [5][6]. - In 2023, SPYI returned 15%, significantly higher than SCHD's 4.98% [6]. Investment Strategy - SPYI employs a covered call strategy, investing in S&P 500 companies and writing call options to generate monthly premiums for dividends [7]. - SPYI also utilizes tax loss harvesting to enhance returns, which contributes to its superior performance compared to other covered call ETFs [7]. Recommendations - Analysts recommend SPYI as a preferable option for investors seeking dividend income, especially given its historical performance and higher yield compared to SCHD [8].

The Home Depot, Inc. (HD) stock has had a large volume of short-dated out-of-the-money (OTM) calls today. This can be seen in Barchart's Unusual Stock Options Activity Report. It could signal that investors are bullish on HD stock. HD is at $359.64 in midday trading today. The stock peaked on Sept. 11 at $423.22, but it's up from a recent low of $332.38 on Nov. 21. That could provide a good opportunity for covered call plays in the next two days. More News from Barchart HD stock - last 3 months - Barchar ...

From the covered call to the iron butterfly, here are 10 of the most popular strategies that every investor can use to their benefit in options trading. https://t.co/RyP4D3iAeL ...

Company Overview - RTX was formed in April 2020 through the merger of Raytheon and the remnants of United Technologies, following the spin-offs of Carrier Global and Otis Worldwide [6] - The stock performance since the merger has been significant, with Carrier Global up 255%, Otis Worldwide up 304%, and RTX up 93% over 67 months [6] Recent Performance - RTX stock has increased by 52% in 2025 and reached an all-time high of $181.31 on October 28 [7] - The company reported strong Q3 2025 results, with organic sales rising by 13% and adjusted earnings per share increasing by 17% [8] Analyst Ratings - Among the 21 analysts covering RTX, 14 have rated it a Buy, with an average target price of $192.05, indicating an 11% upside from the current share price [7] Backlog and Future Guidance - RTX finished Q3 2025 with a backlog of $251 billion, comprising $148 billion in commercial and $103 billion in defense-related contracts [8] - Due to its strong performance, RTX raised its guidance for 2025 [8]

Core Insights - SoFi Technologies (SOFI) stock is demonstrating strong price performance, remaining above key moving averages and showing signs of accumulation [1][7] - The company does not pay dividends, but investors can create their own income through options strategies [1][6] Options Strategy - A covered call strategy involves buying 100 shares of SoFi and selling a call option, which generates income through option premiums [2][4] - Selling a long-term call option with a strike price of $35, expiring on September 18, 2026, can yield a premium of approximately $660 per contract, reducing the net cost of the investment [4][5] - This strategy results in a yield of 27.6% over 311 days, or 32.3% annualized, which is competitive compared to current market dividend yields [5] Performance Metrics - If SoFi stock closes above $35 at expiration, the total return could reach 46.4%, or 54.3% annualized [5] - If the stock closes below $35, investors can continue to generate income by selling additional call options [6] Company Overview - SoFi Technologies is ranked second in its group by Investor's Business Daily, with a Composite Rating of 95, an Earnings Per Share Rating of 80, and a Relative Strength Rating of 95 [7] - The company offers a range of digital financial services, including lending, investing, banking, and insurance, aimed at helping members achieve financial independence [7][8]

Core Insights - The article discusses the JPMorgan Equity Premium Income ETF (JEPI) and its potential to outperform the Vanguard S&P 500 ETF (VOO) [1] Group 1: Analyst Background - Sensor Unlimited, an economist with a PhD, specializes in financial economics and has a decade of experience covering the mortgage market, commercial market, and banking industry [1] - The analyst focuses on asset allocation and ETFs related to the overall market, bonds, banking, financial sectors, and housing markets [1] Group 2: Investment Strategies - The investing group Envision Early Retirement, led by Sensor Unlimited, offers solutions for generating high income and growth with isolated risks through dynamic asset allocation [1] - The group features two model portfolios: one for short-term survival/withdrawal and another for aggressive long-term growth [1] - Members receive direct access via chat for idea discussions, monthly updates on holdings, tax discussions, and ticker critiques upon request [1]