Smart Income. Clear Insights.
One of the hottest investment products in the new decade has been actively managed income funds. Many new ETFs have been launched in the last few years that employ an options strategy to generate ultra-high yields, often exceeding 10%. The most popular strategy has been selling covered calls, which have been applied to nearly every … Read more
Three days ago, I wrote an article titled “Reacting To This Redditor’s $93K Dividend Portfolio” as a mini experiment. Reacting To This Redditor’s $93K Dividend Portfolio My articles on stock investment portfolios have frequently garnered significant viewership, and I enjoy practicing portfolio construction using hypothetical scenarios. At the end of January, I published an immensely … Read more
If you’ve been using to-do lists to organize your day’s tasks, you’ve probably experienced a situation where you continuously push the items on your list for the next day until the list becomes impossibly long. That was my life for as long as I could remember. Every day consisted of the same pattern. I would write … Read more
In my previous position working for a luxury real estate auction house, I had phenomenal opportunities to interact and learn from wealthy individuals whose net worth often exceeded $10 million. As many would expect, these ultra-high-net-worth individuals are quite different from the average person in how they think and work. When you spend so much … Read more
Several investment companies have made a name for themselves in recent years through high-yield income-oriented funds like YieldMax, NEOS, and Defiance. The number of high-income funds being launched has grown significantly to the point that it has become overwhelming for me to cover them all and pick out the best few. I often wondered what … Read more
First-world problems. They tend to involve people complaining that one person took an hour longer than expected to respond to them or how they missed their game time because the parents pulled them out to do some work. There will always be people who look at these first-world problems and say something like, “Jeez, can’t … Read more
I wanted to write this article after my frequent reminders and discussions with my brother about controlling his emotions and expectations as an investor. Last year, my brother opened his first investment account and invested all the money he got. However, I had to guide him as he had spent zero time learning about investing and finances. He followed … Read more