Opportunity Costs
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Ask Your Advisor These Questions Before Investing in Derivative Income ETFs
Youtube· 2025-09-25 19:55
I'm Susan Chbinsky with Morning Star. Derivative income ETFs have been raking in the assets in 2025, gaining traction with advisers and investors alike. But what are derivative income ETFs.How do they contribute to a portfolio. And what are the key questions investors should be asking about them before investing. Joining me to answer these questions and more is Jason Keart.Jason is a senior principal with Morning Star's multistrategy asset ratings team. Hey Jason, good to see you. >> Good to see you.>> All ...
Intel: It Could Get Worse Before It Gets Better
Seeking Alpha· 2025-04-28 05:01
Core Viewpoint - The article emphasizes that a HODL strategy may not yield significant alpha or maintain a high Sharpe ratio over the long term, suggesting that active management is essential for maximizing returns and minimizing opportunity costs [1]. Group 1: Investment Strategy - The company advocates for active management in investment strategies to achieve high positive returns, indicating that simply holding assets is insufficient for generating high alpha [1]. - It is highlighted that seeking high returns does not equate to generating high alpha, which is a critical distinction for investors [1]. Group 2: Analyst Background - The analyst has a strong educational background with a degree in Business Economics from UCLA and a Master of Accounting from UMich Ross School of Business, indicating a solid foundation in financial analysis [1]. - The analyst's experience includes a role as a senior analyst at a multi-strategy hedge fund, showcasing expertise in fundamental equity research and global macro strategy [1].