I know I am stepping into it now. I want to talk about the Global X S&P 500 Covered Call ETF (NYSEARCA: XYLD ). There are a few controversies about XYLD, and I understand them. Since itsThe Barnacle is a quantitative analyst and has been in and out of the investing business since 2003. He is a former member of Marketocracy's M100 Club. He has a degree in mathematics and believes that mathematics is the root of all success. If the numbers tell one to do something, then do it. When one reads his posts, one wi ...

I am still searching for funds that can generate a return but protect against downside deviation. It is necessary because I contend that we will be due for a significant correction after 2026. For theThe Barnacle is a quantitative analyst and has been in and out of the investing business since 2003. He is a former member of Marketocracy's M100 Club. He has a degree in mathematics and believes that mathematics is the root of all success. If the numbers tell one to do something, then do it. When one reads his ...

Core Insights - The article emphasizes the author's long-standing preference for mid-cap stocks, highlighting their potential for growth even during market downturns [1] - The author, identified as a quantitative analyst, relies heavily on mathematical analysis for investment decisions, expressing skepticism towards sell-side analysis [1] Group 1 - The author has been involved in investing since 2003 and has a background in mathematics, which he believes is fundamental to investment success [1] - The focus is on value stocks with growth potential, encompassing a range of asset classes including mid-caps, small caps, international stocks, gold miners, and REITs [1] - The author utilizes hedging strategies but prefers ETFs that align with those needs [1]

Group 1 - The article discusses the search for an international ETF that can outperform the S&P 500 in terms of returns and risk management [1] - The author emphasizes a quantitative approach to investing, valuing mathematical analysis over traditional sell-side analysis [1] - The investment strategy includes a focus on value stocks with growth potential across various market capitalizations and sectors, including international stocks and REITs [1] Group 2 - The author has a long position in LVHI shares, indicating a personal investment interest in the stock [2] - The article is presented as an independent opinion without external compensation, highlighting the author's autonomy in analysis [2] - There is a disclaimer regarding the nature of past performance and the lack of recommendations for specific investments [3]

Group 1 - The article emphasizes the author's preference for mid-cap stocks, highlighting their potential for strong returns compared to large-cap stocks [1] - The author, identified as The Barnacle, has a background in mathematics and believes in data-driven investment decisions, often disregarding sell-side analysis [1] - The investment strategy includes a diverse range of assets such as mid-caps, small caps, international stocks, gold miners, and REITs, with a focus on value stocks that still have growth potential [1] Group 2 - The author has a beneficial long position in the shares of XMHQ, indicating a personal investment interest in the stock [2] - The article is presented as an expression of personal opinions without any compensation from companies mentioned, ensuring an independent viewpoint [2]

Group 1 - The author transitioned from individual stock analysis to exploring ETFs due to the extensive work required for managing multiple positions [1] - The author developed analytical tools and screening techniques to facilitate ETF investments [1] - The author emphasizes a mathematical approach to investing, believing that numbers should guide investment decisions [1] Group 2 - The author expresses skepticism towards sell-side analysis, considering it generally poor quality [1] - The author shares insights on value stocks with growth potential across various market capitalizations, including large caps, midcaps, small caps, international stocks, gold miners, and REITs [1] - The author utilizes hedging strategies but prefers ETFs that align with those needs [1]