Building a high-income portfolio is about more than just buying superficially high-yielding assets, it also involves preserving and growing wealth over time. I come here as an investment analyst, not a financial advisor, with the aim of educating readers on how to do both. My focus will be on opportunities that, at a minimum, match the market's risk-return tradeoff and grow their capital base. That means not only identifying new opportunities but also warning investors about misleading ones. In addition, I’ ...

I'll jump straight into it. I've never covered the ProShares UltraPro QQQ ETF ( TQQQ ), but I've been watching its moves for nearly a year. In that time, I've seen it rip past its reference ETF, the (I have been a keen student of the markets for several years now. I love studying how companies grow over time, what value they deliver to their stakeholders, and projecting long-term value as an investment opportunity. I work as a content professional for a software company, but my passion is capital markets.An ...

I'll jump straight into it. I've never covered the ProShares UltraPro QQQ ETF ( TQQQ ), but I've been watching its moves for nearly a year. In that time, I've seen it rip past its reference ETF, the (I have been a keen student of the markets for several years now. I love studying how companies grow over time, what value they deliver to their stakeholders, and projecting long-term value as an investment opportunity. I work as a content professional for a software company, but my passion is capital markets.An ...

Group 1 - The Nasdaq has not reached a new high since October, indicating a challenging environment for finding alpha in recent months [1] - Momentum stocks have remained flat, suggesting a lack of strong performance in this segment [1] - The focus is on long-term investment strategies, particularly through low-risk ETFs and CEFs, reflecting a cautious approach in the current market [1] Group 2 - The analyst has extensive experience in trading stocks and currencies for nearly ten years, indicating a solid background in financial markets [1] - The analyst currently manages a family fund in collaboration with a partner, which may provide insights into investment strategies and market analysis [1] - There is an emphasis on investing in macro ideas, which may suggest a broader economic perspective in investment decisions [1]

Microsoft, Meta and Tesla logos on blue tech backdrop, signaling mega-cap earnings impact on tech ETFs. Key Points Despite strength in pockets like memory chips, heavy weighting in underperforming Magnificent Seven names has kept XLK and QQQ stuck in consolidation. Microsoft, Tesla, and Meta's Jan. 28 earnings reports carry outsized influence as both ETFs sit just below key breakout levels. Guidance on AI spending, monetization, and profitability from these three leaders may determine whether tech brea ...

Group 1 - Retail investors made significant purchases during market panic, achieving a net buy of $12.9 billion this week, marking the third-largest single-day buy of the year [1] - Over the past 21 trading days, retail investors' cumulative net purchases exceeded $45 billion, indicating a shift from risk aversion to active allocation [1] - Retail sentiment has transitioned from a defensive stance to a more proactive investment strategy, as evidenced by their buying behavior [1][3] Group 2 - Following Trump's remarks in Davos, market sentiment improved, confirming retail investors' expectations of a market reversal [3] - Retail investors' buying in ETFs and individual stocks has become more balanced, reflecting a diversification in their investment strategies [3][22] - The technology sector remains the primary focus for retail investors, with significant net purchases in stocks like Tesla and Amazon, while Apple has seen net selling [12] Group 3 - Precious metals have regained popularity among retail investors, with ETFs in this category becoming a buying hotspot [4] - Broad-based stock ETFs contributed approximately 40% of total ETF purchases, driven by strong inflows into QQQ, SPY, and VOO [7] - Retail investors are actively participating in the options market, focusing on high-profile stocks and precious metal ETFs [24]

Core Viewpoint - The article emphasizes the importance of a non-traditional approach to income investing, highlighting the need for humility and discipline in navigating the modern investment climate [1]. Group 1 - The founder of Sungarden Investment Publishing has been charting investments since 1986 and has extensive experience as an investment advisor and fund manager [1]. - The new investing group, Sungarden Investors Club, focuses on teaching subscribers how to interpret market signals effectively [1]. - The author advocates for a simplified investment strategy rather than relying on complex algorithms, suggesting that the market tells a story that investors need to listen to [1].

Group 1 - The Business Development Companies (BDCs) sector has started the year strong, outperforming the S&P 500 and Nasdaq-100, which are influenced by the promising AI factor [1] Group 2 - Roberts Berzins has over a decade of experience in financial management, helping corporates shape financial strategies and execute large-scale financings [2] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [2] - His work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [2]

Core Insights - The rotation theme is gaining significant attention among investors, with the market rewarding this strategy across various sectors, not just within the US market [1] Investment Strategy - JR Research is identified as an opportunistic investor, recognized for its ability to generate alpha well above the S&P 500 through a combination of price action analysis and fundamental evaluation [1] - The investment approach focuses on avoiding overhyped and overvalued stocks while targeting battered stocks with substantial upside recovery potential [1] - The investing group Ultimate Growth Investing specializes in identifying high-potential opportunities across various sectors, emphasizing stocks with strong growth potential and appealing turnaround plays [1]

Core Viewpoint - Invesco's preliminary assets under management (AUM) reached $2.17 trillion in December 2025, marking a 0.7% increase from the previous month despite a decline in share price due to broader market performance [1][8] AUM Performance - Invesco reported net long-term inflows of $7.7 billion for December, with non-management fee-earning net inflows at $6.1 billion and money market net inflows at $0.7 billion [2] - The AUM was negatively impacted by unfavorable market returns, which decreased AUM by $23 billion, while foreign exchange (FX) and reinvested distributions contributed an increase of $25.4 billion [3][8] - The preliminary average total AUM for the quarter ended December 31 was $2.16 trillion, with preliminary average active AUM at $1.12 trillion [3] Breakdown by Asset Class - As of December 2025, Invesco's AUM in ETFs & Index Strategies was $630.2 billion, up 0.4% from the prior month, and Fundamental Fixed Income AUM rose 0.6% to $311.5 billion [4] - AUM under China joint venture grew by 5.4% to $132.5 billion, while Multi-Asset/Other AUM increased by 1.5% to $69.7 billion [5] - QQQ's AUM was $407.2 billion, up 1% from the previous month, while Fundamental Equities AUM declined 0.3% to $298.4 billion, and Global Liquidity AUM fell 0.3% to $189.7 billion [5] Strategic Outlook - Invesco's strategic expansion plans, strong global presence, diverse offerings, and efforts to boost operating efficiency are expected to support financial performance [6] - The reclassification of QQQ into an open-end ETF and the divestiture of a majority stake in the India business to form a joint venture are anticipated to drive revenue growth [6] - However, volatile flows and high levels of intangible assets are noted as ongoing concerns [6] Market Performance - Over the past three months, Invesco's shares have gained 19.9%, significantly outperforming the industry's increase of 2.2% [7]