ETF

Why SCHD May Lag SPY (Archive)

SCHD’s tech underweight and bank overweight create a macro setup favoring SPY instead.

Why JEPI Is Likely A Worse Bet Than SPY (Archive)

JEPI’s covered calls, tech underweight, rich valuation, and weak technicals threaten underperformance.

Playing Defense With SCHD (Archive)

Defensive SCHD positioning targets alpha via value, banks and underweight tech in recession.

U.S. Preferred Stocks Look Attractive And PFFA Is A Top-Performing Preferred Stocks ETF (Archive)

Preferred stocks and PFFA offer compelling income, discounts, and alpha potential today.

JEPI Doesn't Fare Well In Rising Markets (Archive)

JEPI’s tech underweight and covered calls risk underperformance in a genuine S&P 500 breakout.

Changing My Stance And Loading Up On SCHD (Archive)

Changing my stance as SCHD’s valuation, exposures and risk-reward skew turn compelling.

KCE: Why I'm Very Bullish On This Capital Markets ETF (Archive)

Rate-cut tailwinds and sector-wide deal revival make diversified KCE a compelling buy.