Dynamic asset allocation

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QQQI ETF: I See Better Hiding Places Amid Record NASDAQ Levels
Seeking Alpha· 2025-07-18 16:01
Group 1 - The article discusses the recent rise in the broader equity market and examines covered-call funds as a potential investment strategy [1] - NEOS Nasdaq 100 High Income ETF is highlighted as a specific fund that may offer high income and growth opportunities with managed risks through dynamic asset allocation [1] - Sensor Unlimited, the author, has a PhD in financial economics and has spent a decade analyzing the mortgage market, commercial market, and banking industry [2] Group 2 - The investment strategy includes two model portfolios: one focused on short-term survival and withdrawal, and another aimed at aggressive long-term growth [1] - The company provides direct access for discussions, monthly updates on holdings, and tax discussions, enhancing investor engagement [1] - The focus areas of the analysis include asset allocation and ETFs related to the overall market, bonds, banking, financial sectors, and housing markets [2]
British American Tobacco: New Categories Point To More Upside
Seeking Alpha· 2025-07-16 05:20
Group 1 - Sensor Unlimited is part of the investing group Envision Early Retirement, which focuses on generating high income and growth through dynamic asset allocation [2] - The group offers two model portfolios: one for short-term survival and withdrawal, and another for aggressive long-term growth [2] - Monthly updates on holdings, tax discussions, and ticker critiques are provided to members [2] Group 2 - Sensor Unlimited has a PhD in financial economics and has spent the last decade covering the mortgage market, commercial market, and banking industry [3] - The focus areas include asset allocation and ETFs related to the overall market, bonds, banking and financial sectors, and housing markets [3]
W. P. Carey: Dividends Don't Lie And Point To A Downgrade
Seeking Alpha· 2025-05-19 11:51
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 analysis on W. P. Carey ( WPC ) stock was published on August 20, 2024. That article focused on the prevailing sentiment surrounding WPC and also the Graham Number. The analysisSensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income and high g ...
Altria FQ1: Total Shareholder Yield Exceeds 10%
Seeking Alpha· 2025-04-30 07:25
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.The last time I analyzed Altria Group (NYSE: MO ) stock, I rated it as a hold, with a focus on its technical trading indicators. To wit, that article was titled "Altria IsSensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income and high growth with iso ...