Group 1 - The Flaherty & Crumrine Preferred Securities Income Fund (NYSE: FFC) is a fixed-income closed-end fund (CEF) that leverages preferred equities [1] - Binary Tree Analytics (BTA) specializes in providing transparency and analytics for capital markets instruments, focusing on CEFs, ETFs, and Special Situations [1] - BTA aims to deliver high annualized returns with a low volatility profile, backed by over 20 years of investment experience [1]

Group 1 - The Invesco AI and Next Gen Software ETF (NYSEARCA: IGPT) is a growth-focused ETF that tracks the STOXX World AC NexGen Software Development Index, emphasizing companies with significant growth potential [1] - The ETF does not provide significant dividends or income, indicating a focus on capital appreciation rather than income generation [1] Group 2 - The methodology of the ETF heavily favors companies that are involved in next-generation software development, which is a sector expected to experience substantial growth [1]

第 414 期 2025-07-11 焦点关注 首批10只科创债ETF募资290亿，多家基金公司筹备二批上报 7月11日，首批科创债ETF首募成绩出炉，10只科创债ETF均仅用1日即完成发行，最终合计募集289.88 亿元。其中，富国、博时旗下科创债ETF触达募集上限，启动末日比例配售，有效认购申请确认比例分 别为96.575974%、99.272%。当前10只科创债ETF均已成立，按照计划将于7月17日上市。多家基金公司 已经在筹备第二批科创债ETF申报，积极参与债券ETF发展。 交易商协会对6家主承销商启动自律调查 7月11日，交易商协会对6家主承销商启动自律调查。 交易商协会监测到，在广发银行2025-2026年度二级资本债券项目中，中国银河证券、广发证券、国泰 海通、中信建投等6家主承销商中标承销费引发市场关注。依据《银行间债券市场自律处分规则》，交 易商协会对相关机构启动自律调查。若相关方在业务开展过程中存在违反自律规则的情况，将依据有关 规定予以自律处理。 宏观动态 央行开展847亿元7天逆回购操作，净投放507亿元 7月11日，中国人民银行以固定利率、数量招标方式开展了847亿元逆回购操作，操作 ...

Group 1 - The Sunday Investor has completed the educational requirements for the Chartered Investment Manager designation and is on track to become a licensed options and derivatives trading advisor [1] - The Sunday Investor focuses on U.S. Equity ETFs and maintains a comprehensive ETF Database tracking nearly 1,000 funds [1] - The Sunday Investor is active in the comments section, ready to answer questions about any ETF [1]

Core Viewpoint - The Schwab US Dividend Equity ETF (SCHD) has underperformed in recent years, leading to frustration among investors despite its potential as a strong dividend ETF that offers stability and diversification outside of technology [1][2]. Group 1: Performance Analysis - SCHD has shown underperformance attributed to its diversification strategy and lack of exposure to the technology sector [2]. - The ETF is recognized for providing a stable high yield and growing dividends, which are essential for portfolio stability [1]. Group 2: Future Outlook - An analysis is being conducted to determine whether SCHD is a buy, sell, or hold at current levels, indicating ongoing evaluation of its investment potential [2].

To see all that our exclusive membership has to offer, sign up for a free trial by clicking on the button below!At the CEF/ETF Income Laboratory , we manage closed-end fund ( CEF ) and exchange-traded fund (ETF) portfolios targeting safe and reliable ~8% yields to make income investing easy for you. Check out what our members have to say about our service.He contributes to the investing group CEF/ETF Income Laboratory along with leader Stanford Chemist, and Juan de la Hoz and Dividend Seeker. They help memb ...

Group 1 - The NEOS S&P 500 High ETF (BATS: SPYI) is designed to provide monthly income to investors while allowing participation in the growth of the S&P 500 [1] - The ETF employs a covered call strategy, which is intended to enhance income generation [1] - The fund aims to attract investors looking for both income and capital appreciation [1]

Core Viewpoint - The article discusses the extreme valuations in the technology sector, specifically referencing the Columbia Seligman Premium Technology Growth Fund (NYSE: STK), which experienced a significant decline shortly after the author's cautious warning [1]. Group 1 - The author previously expressed concerns about the technology sector's valuations becoming extreme [1]. - Following the author's warning, the STK fund saw a notable plunge in value [1].

International stocks continue to soar in 2025. On a total return basis, the iShares Core MSCI Total International Stock ETF (NASDAQ: IXUS ) was up 19.5% year-to-date through July 10. That paces for one of its best calendar years thisFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a nar ...

又见基金从业人员违规炒股被罚。值得注意的是，被罚者未按规定申报行为竟持续4年之久。 上海证监局最新披露，针对夏某婕作为基金从业人员未按规定申报投资的违法行为，该局决定 对夏某婕处以3万元罚款。经查明，夏某婕于201X年X月入职某基金管理股份有限公司工作， 系基金从业人员。2020年3月至2024年4月期间，夏某婕控制使用"陈某"证券账户进行证券 投资，但事先未向所任职基金管理公司申报。 罚单显示，夏某婕，女，199X年X月出生，住址：上海市浦东新区。 近年来，基金从业人员违规炒股或因老鼠仓被罚者不胜枚举，甚至还有基金经理指挥妻子趋同 交易被曝光7个月后，监管直接下发公告催缴罚款。 夫妻档老鼠仓曝光后，监管催缴罚款3132万 今年3月，上海监管局出示公告，因违反《中华人民共和国证券投资基金法》《证券市场禁入 规定》，对张亮责令改正， 没收违法所得1566.26万元，并处以1566.26万元罚款，采取10 年证券市场禁入措施。 相关处罚决定书已经送达生效，但张亮至今未按规定缴纳罚没款。 因其他方式无法送达，该局向张亮公告送达《行政处罚罚款催告书》，并要求自该公告发出之 日起30日内到本局领取前述《行政处罚罚没款催 ...