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3basic
3 hours ago
Macerich Company (MAC), a retail REIT, is demonstrating strong technical momentum.
Shares are up nearly 50% over the past year.
A 2.59% dividend yield also sweetens things for potential Macerich investors.
Analyst sentiment is mixed with price targets ranging from $19 to $31.
Author's note: In times of financial uncertainty, real estate starts to look like an attractive edge. This last week, all three of my favorite real estate ETFs – Vanguard Real Estate ETF (VNQ), Cohen & Steers Real Estate ETF (ICF), and the S&P 500 Real Estate SPDR (XLRE) – all showed gains.

#vanguard
gri59
13 hours ago
Solana (CRYPTO: SOL) and Hyperliquid (CRYPTO: HYPE) exchange-traded funds (ETFs) are seeing capital inflows right as spot Bitcoin ETFs shed roughly $8.2 billion across an eight-week outflow streak culminating on July 6, and Ethereum funds joined them in the red. Solana ETFs now hold about $904 million in **** ets, and Hyperliquid ETFs have pulled in $350 million since May.
So does that mean investors should be bullish on the coins seeing the inflows?
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Solana is down by about 60% over the past year. Fresh capital entering into spot Solana ETFs looks a lot like investors and financial institutions buying the dip in anticipation of the chain's upcoming catalysts.
Specifically, Alpenglow, the overhaul that is set to cut transaction finality times from 12.8 seconds to 150 milliseconds, activates on the mainnet sometime between August and October. Faster settlement is what Solana's institutional customers want and need, so it's likely going to be a significant unlock for even more capital onboarding in the future.

#NVIDIA #down
vcTlD
23 hours ago
SPYI and QQQI deliver 12% and 14% monthly yields using Section 1256 index options, shielding most distributions from ordinary income tax rates.
JEPI and JEPQ distribute ordinary income from equity-linked notes, creating higher tax drag that compounds against taxable-account investors over time.
ISPY's daily call reset preserves more S&P 500 upside, delivering 17% total returns at a lower 4.6% yield than SPYI or QQQI.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Covered call ETFs promise double-digit yields from a broad equity index. Three funds stand out for how they handle taxes: the NEOS S&P 500 High Income ETF (NASDAQ:SPYI), the NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI), and the ProShares S&P 500 High Income ETF (NASDAQ:ISPY).

#spyi #high
socket0933
1 day ago
BTCI's monthly payouts dropped from $1.04 to $0.65 in 2026, shrinking the forward yield to 8% versus a misleading 40% trailing headline.
Down 23% year to date with a -2% average annual return since inception, BTCI cushions Bitcoin losses but cannot prevent negative total returns.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The NEOS Bitcoin High Income ETF (CBOE:BTCI) markets itself as a way to earn equity-like income from Bitcoin's volatility. BTCI pays monthly, uses a synthetic covered call overlay on Bitcoin exposure, and has distributed at rates translating into a headline yield well above 15%. This piece examines how BTCI generates that cash flow, whether the current distribution level is durable, and what trailing price action reveals about total returns.
This Bitcoin-oriented vehicle holds BTC exposure indirectly rather than through spot coins. According to the fund's holdings snapshot, roughly 56% of **** ets sit in U.S. Treasury bills, with Bitcoin exposure coming through positions in iShares Bitcoin Trust (roughly 13%) and VanEck's HODL (roughly 7%). The manager writes call options on Bitcoin ETFs and may layer in bear call spreads, a structure described in fund coverage as a synthetic covered call approach. BTCI's design aims to generate income while maintaining indirect exposure to Bitcoin price movements.

#btci
rfhqhqlmjwh
1 day ago
JPMorgan Chase(NYSE: JPM) CEO Jamie Dimon recently gave a provocative interview with a CNBC podcast. On Monday, Dimon effectively said that he wouldn't buy most stocks right now at today's high valuations.
Even if Dimon is somewhat bearish on the stock market, that doesn't mean everyday investors should be. For one thing, Jamie Dimon is a billionaire, and he's getting closer to retirement; his investment goals and time horizon are probably a lot different from yours. And perhaps even more important: No one knows how to time the market, not even the CEOs of major banks.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Even if you share Dimon's concerns that some stock valuations are too high, that doesn't mean you should stop investing. Let's look at three exchange-traded funds (ETFs) that might be good choices for non-billionaire, long-term investors.
Even if valuations are high, it's almost always a good idea for long-term investors to keep buying a broadly diversified stock market index fund like the Vanguard Total Stock Market ETF (NYSEMKT: VTI). This Vanguard ETF holds a portfolio of 3,531 U.S. stocks of companies of all sizes (large cap, mid cap, and small cap) and charges an ultralow expense ratio of 0.03%.

#dimon #market
glide427
4 days ago
VTI's dual share class nearly eliminates capital gains distributions, giving it a compounding tax advantage over ITOT and SCHB in taxable brokerage accounts.
SCHB's Schwab fractional-share access puts every automated contribution dollar to work immediately, a platform-specific edge VTI and ITOT cannot match inside Schwab.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Three total market index ETFs dominate the do-it-yourself investor's shortlist for whole-market US equity exposure: Vanguard Total Stock Market ETF (NYSEARCA:VTI), iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT), and Schwab U.S. Broad Market ETF (NYSEARCA:SCHB). All three charge 0.03% in annual expenses, hold thousands of US stocks, and post nearly identical trailing returns.
The one-year numbers cluster tightly: VTI at around 21%, ITOT at roughly 21%, and SCHB at about 21%. Over a 30-year holding period, small structural differences in index depth, tax treatment, and ecosystem fit start to matter, and picking the wrong container for the same underlying market can quietly cost meaningful compounded dollars.

#itot #schb #Share
driftfg
4 days ago
VYM's high-yield strategy leads VIG 13% to 9% in 2026 year-to-date returns, but dividend growth ETFs have historically delivered stronger long-term total returns.
A high dividend yield often signals slower earnings growth or a declining share price, sacrificing future capital appreciation for current income.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Many income investors ***** ume that the highest-yielding dividend ETF is automatically the better investment. However, that has not necessarily been the case in 2026. While high-yield strategies continue to attract investors seeking immediate income, dividend growth ETFs have historically delivered stronger long-term total returns by investing in companies with growing earnings, rising dividends, and high-quality fundamentals.
Two of the most popular ETFs representing these approaches are the Vanguard Dividend Appreciation ETF (NYSEARCA: VIG) and the Vanguard High Dividend Yield ETF (NYSEARCA: VYM). VIG prioritizes companies with long records of increasing dividends, while VYM focuses on stocks offering above-average current yields. For investors deciding between dividend growth vs. high yield, understanding the trade-offs between these two strategies may be more important than simply chasing the highest payout.

#etfs #returns #income #vanguard
fliP
4 days ago
In this episode of Behind the Ticker, Brad Roth, CIO of Thor Financial Technologies, chats with Young Jae Lee, Senior Investment Manager at Pictet ******* et Management about what traditional emerging market ETFs capture, what they don't, and why the Pictet Emerging Markets Rising Economies ETF (RISE) offers true diversification.
Prefer to watch this conversation? You can do that here or on our YouTube channel.
Emerging markets ETFs are secretly tech bets. The top five holdings in the MSCI EM benchmark mirror the top five in the S&P 500 almost sector-for-sector. Buy traditional EM ETFs and you're really just doubling down on the same tech risk.
Pictet's new ETF, RISE, kicks out the biggest names in EM. It excludes Korea, Taiwan, and China entirely, even though those three countries make up more than 70% of the standard benchmark. The bet: real emerging-market exposure means growing working-age populations, not aging economies riding on legacy index weight.
Demographics are EM's version of AI. Borrowing from the Solow Growth Model, Young Jae Lee argues population growth is what actually drives GDP in developing markets like India, Brazil, Indonesia, and Mexico. That demographic engine deserves the same portfolio spotlight in EM allocations that AI gets in US ones.

#traditional #market
prism
4 days ago
YieldMax launched YSPC, a synthetic covered-call ETF built around **** eX, charging a 1.01% expense ratio with no distributions paid yet.
SPCX plunged 33% in the past month, and because YSPC's strategy caps gains but not losses, that drop directly erodes the fund's NAV.
Since **** eX pays no dividend, all YSPC income comes from sold call premiums, meaning sustained declines can drain principal even while distributions are paid.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and **** eX didn't make the cut. Grab the names FREE today.
YieldMax has launched another single-stock option-income fund, this time built around one of the market's most-watched newcomers: **** eX. The YieldMax® SPCX Option Income Strategy ETF (NYSEARCA:YSPC) began trading on NYSE Arca in mid-July 2026, with a prospectus dated July 12, 2026. It is issued through Tidal Trust II, with Tidal Investments LLC serving as adviser, and joins YieldMax's growing lineup of income ETFs tied to a single underlying stock.

#tidal
oqpssu
4 days ago
This article was originally published on ETFTrends.com.
International stocks are performing admirably this year. As of July 22, the MSCI ACWI ex-US Investable Market Index, which combines developed and emerging market equities, is higher by 11.51%. Sounds good and it is, but investors should dig deeper.
Artificial intelligence (AI)-adjacent and technology stocks, many hailing from emerging markets, have been key contributors to international equity upside this year. As a result, markets such as South Korea and Taiwan loom large in some supposedly diverse international ETFs. Plus, some of those funds now devote significant percentages of their portfolios to growth stocks.
For investors looking to defray some of those risks while adding more value exposure to their portfolios, the ALPS O'Shares International Developed Quality Dividend ETF (OEFA) is an idea to consider. With its emphasis on quality traits and dividend growth, OEFA could be an ideal complement to growth-heavy portfolios and for investors looking for a more prudent way to gain international exposure.
With the S&P 500 heavily allocated to AI-related stocks and with the same becoming true of some developing markets, developed market exposure – attainable via OEFA – becomes all the more compelling because the sector-level profiles in many developed markets don't resemble those found here in the U.S.

#international #stocks #market
hardly
4 days ago
This article was originally published on ETFTrends.com.
Bitcoin remains dominant, but that ETF demand has become more selective toward the lowest-cost products.
Hyperliquid ETFs show that investors still reward differentiated use cases, flexibility, and credible growth narratives.
Active multi-token ETFs can provide a nimble solution to combat the dynamic nature of the crypto market.
The crypto market has entered a more selective phase. Financial institutions continue to explore practical concepts like tokenization, stablecoins, and incorporating crypto trading alongside equities on their platforms. This momentum persists even as broader enthusiasm for cryptocurrencies has cooled. And in the background, regulatory progress continues to evolve as the CLARITY Act nears the finish line, providing tailwinds for the long term.

#financial
pijaljggfpamh
5 days ago
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its "Artisan Small Cap Fund". A copy of the letter can be downloaded here. The fund reported strong absolute returns and modestly outperformed the Russell 2000® Growth Index, which gained 25.7%. Global equities rebounded as resilient US growth, moderating inflation, strong earnings and continued AI investment outweighed delayed rate cuts, rising bond yields and geopolitical uncertainty. Investor Class: ARTSX, Advisor Class: APDSX, and Institutional Class: APHSX returned 26.02%, 26.05%, and 26.11%, respectively, in the second quarter, compared to a 25.71% return for the index. Market leadership favored loss-making, highly leveraged companies, creating a difficult environment for quality-focused active managers. Health care was the strongest relative contributor, while energy, materials, financials and real estate also helped. Technology, industrials and consumer discretionary detracted, partly because the fund did not own oversized index contributors. Software holdings also weakened despite strong fundamentals. The fund remains positive on small-cap opportunities, AI infrastructure and health care, but has reduced software exposure and is staying selective as valuations rise and competitive risks increase. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Artisan Small Cap Fund highlighted Virtu Financial, Inc. (NYSE:VIRT). Virtu Financial, Inc. (NYSE:VIRT) operates as a financial services company that operates through Market Making and Execution Services segments. On July 23, 2026, Virtu Financial, Inc. (NYSE:VIRT) closed at $59.67 per share. One-month return of Virtu Financial, Inc. (NYSE:VIRT) was -1.89% and its shares gained 34.75% over the past 52 weeks. Virtu Financial, Inc. (NYSE:VIRT) has a market capitalization of $9.25 billion with a 52-week range between $31.55 - $68.02.
Artisan Small Cap Fund stated the following regarding Virtu Financial, Inc. (NYSE:VIRT) in its Q2 2026 investor letter:
"Virtu Financial, Inc. (NYSE:VIRT) is a technology-enabled market maker and execution services provider. We believe it has a strong franchise built on market structure expertise, a low-risk trading model and a scalable platform spanning equities, ETFs, futures, foreign exchange, options and crypto. We initiated a Garden position and later elevated it to a Crop position as our conviction increased. We have owned Virtu previously and are encouraged by the new CEO's strategic changes, including expansion into new products and geographies while maintaining its disciplined risk profile. We believe these initiatives support a durable company-specific profit cycle driven by market share gains, growth in execution services and continued expansion in options, ETF block trading and crypto. A more supportive market environment should make the benefits of these strategic change
xyhdiggadgetdrift
5 days ago
As the old adage goes, the only certainties in life are death and taxes. But an old rule applied in a new way for ETFs challenges one of those certainties.
Section 351 exchanges rely on a little-known provision of the U.S. tax code that, under specific conditions, allows appreciated securities to be contributed to a newly formed ETF without triggering an immediate taxable event. Especially for investors with concentrated stock positions, 351 conversions can provide a tax-efficient path to enhancing portfolio diversification. (Read: "Got Cap Gains? How Portfolios Can Move Into ETFs Tax-Free")
While Section 351 has been around for decades, only recently have ETF issuers applied the rule towards new ETFs. We recently sat down with independent tax management expert Brent Sullivan to better understand the opportunities (and obstacles) ETFs launched via Section 351 may present to investors.
Below is a lightly edited transcript of our conversation.
You're obviously passionate about taxes. Why does this topic interest you so much?

#etfs #section #taxes #applied
5b7nnw9c13w
5 days ago
This article was originally published on ETFTrends.com.
Bitcoin, the largest digital currency by market capitalization, is showing signs. It surpassed the psychologically important $65,000 level and is higher by nearly 3% for the week ending July 21.
It remains to be seen if months of cryptocurrency frustration are nearing an end. The same is true regarding a bitcoin bottom. However, with the CLARITY Act close to passing and bullish price action of late, crypto investors may have credible reasons to get back in the game. Thanks to the NEOS Bitcoin High Income ETF (BTCI), market participants can earn compensation while waiting for the bitcoin dust to settle.
The $1.12 billion BTCI turns two years old in October and has rapidly become royalty in the bitcoin income ETF ***** e. The actively managed BTCI writes or sells options on a pair of well-known spot bitcoin ETFs, ensuring a solid liquidity profile. It's a smart income move, as highlighted by a 30-day SEC yield 2.13% — a percentage previously unthinkable with crypto ETFs.
BTCI's status as an income-generating bitcoin avenue is potentially attractive at a time when some market participants are apprehensive about what comes next for the dominant digital currency.

#Bitcoin #btci #Crypto
ecoidyogp
5 days ago
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.
(Bloomberg) -- The US Treasury Department has expressed concern over a number of high-profile tax strategies touted by Wall Street that it says may be "too good to be true."
Officials told an industry gathering on Tuesday morning in New York the department considers that some of these products may be abusive, and said it is actively evaluating the tools available to address them.
However, they stopped short of announcing new guidelines, saying instead they "expect a serious dialogue with the market before positions harden" and investors are placed at more risk.
The strategies under scrutiny include so-called 351 conversions, box-spread exchange-traded funds, products that offset ordinary income, and funds that avoid dividend income by flipping between other ETFs. Speaking at a Wall Street Tax ***** ociation seminar, Kevin Salinger, deputy ***** istant secretary for tax policy at the Treasury, and Erika Nijenhuis, senior counsel, said the department has no wish to over-engineer rules, but it cannot ignore a market developing around transactions with results Congress did not appear to intend.

#wealthmanagement #market
8zf7aot0bo3x60bw
5 days ago
This article was originally published on ETFTrends.com.
Robinhood Markets (HOOD) reports second-quarter results on Wednesday, July 29. That could be an ideal time for active traders to consider single-stock ETFs such as the Direxion Daily HOOD Bull 2X ETF (HODU).
Ahead of the report, traders considering this leveraged ETF should examine some of the catalysts that could move Robinhood shares. It should also be noted that HODU attempts to deliver 200% of the daily returns of the financial services stock. That is to say, this is a short-term ETF, not one that should be treated as a buy-and-hold fund.
Heading into Robinhood earnings, Wall Street is bullish on the financial services stock. On Monday, Needham reiterated a "buy" rating on the stock, while boosting its price target to $123 from $97. Citing strength across various business lines, including cryptocurrency, equities, options and prediction markets, Needham boosted its 2026 and 2027 revenue estimates on Robinhood. It noted that the brokerage firm's core retail customer remains heavily engaged with the platform.
In recent months, prediction markets have increasingly become a focal point in the Robinhood investment thesis. It's an issue for traders considering HODU to stay abreast of as well.

#hodu
bRick842
5 days ago
For a company that prides itself on the stablecoin it developed and manages, Circle Internet Group's (NYSE: CRCL) stock has been anything but stable lately. The recent slump in the shares has clearly appealed to the contrarian instincts of top institutional investor Cathie Wood and her Ark Invest team, as they loaded up on Circle shares last week.
These buys totaled $14 million, a considerable sum. Let's take a closer look at this and identify one very attractive quality about Circle stock that's sustaining its bulls.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Last Tuesday, Ark Invest added to its existing pile of Circle stock with several new buys totaling 220,012 shares, valued at roughly $13.9 million.
These purchases were spread among three Ark exchange-traded funds (ETFs), with the Ark Innovation ETF taking 159,517 shares, the Ark Next Generation ETF gaining 42,400, and the Ark Blockchain & Fintech Innovation ETF absorbing 18,095.

#last
oqpssu
5 days ago
This article was originally published on ETFTrends.com.
According to Bankrate's Mortgage Rates, the national average for a 30-year fixed mortgage is 6.61%. That's uncomfortably high and a major headwind to many prospective homebuyers, particularly those in the first-time category. But it's not all bad news in the mortgage market. Confirming opportunity abounds for fixed income investors with ETFs such as the WisdomTree Mortgage Plus Bond Fund (MTGP), some experts view mortgage-backed securities (MBS) as one of the more fundamentally sturdy corners of the bond market.
The actively managed MTGP, which turns seven years old in November, sports a 30-day SEC yield of 4.31%. That's impressive when considering the scant credit risk typically ***** ociated with MBS. The case for the WisdomTree ETF is fortified by a robust fundamental outlook.
"Agency mortgage-backed securities fundamentals remain supported by a combination of elevated mortgage rates, limited refinancing incentives, constrained housing turnover, and low net supply," noted BNP Paribas.
As noted above, high mortgage rates are drags on residential real estate activity. Those rates are barriers to entry for many buyers, which morphs into a problem for sellers. However, that situation can be a boon for MBS.

#market
clickwidget
5 days ago
This article was originally published on ETFTrends.com.
The Q2 earnings season is still in its early days, but it's already handing us a reality check: growth is broadening out. These conditions are putting one tried-and-tested segment of smart beta ETFs, the equal-weighted strategies, into sharp focus. And investors are taking notice.
Earnings growth is broadening, with S&P 500 on track for a strong 24% YoY earning expansion in Q2.
The "S&P 493" catch-up is gaining momentum with ******* ysts expecting these stocks to outpace the Mag 7 in Q2.
Equal-weighted ETFs are standing out as a way to mitigate tech/AI concentration risk and capture gains across broader market leaders.

#etfs #Growth #weighted #originally
bolt_mostly8543
6 days ago
US spot Bitcoin ETFs recorded $206M in net inflows on July 21, per data tracked by CoinGlass, completing a six-consecutive-day run that totals more than $900M, the longest unbroken positive streak since May.
This inflow streak comes as the Bitcoin price reclaimed the $66,000 level (which it has since lost) and market sentiment entered neutral territory for the first time in nearly a month.
(SOURCE: CoinGlass)
This is not simply a rebound in ETF flows. It is a structural re-engagement by institutional capital following one of the more damaging periods of outflows the Bitcoin ETF complex has endured since its January 2024 launch.
The **** ytical question is no longer whether June's selling pressure has exhausted itself; it is whether the current inflow cadence is durable enough to shift the medium-term supply-demand balance.

#coinglass #whether #july
6_qbnh
6 days ago
This ETF is still popular, despite having a devastating flaw
The ETF has not recovered after cratering in 2022, and yet investors still buy it
The culprit is a legacy architecture that newer ETFs avoid. Here's why you should stop buying this and buy the newer ones
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and GPIQ didn't make the cut. Grab the names FREE today.
High-yield ETFs are very popular during the AI market rally, as dividend investors feel they are missing out on all the action. Thus, they are buying ETFs like the Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD) to make up for the "lost" gains. They get not just the dividends but "exposure to the Nasdaq-100."

#etfs #gpiq
99fetch
6 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Bitcoin (BTC-USD) opened at $65,214.10 on Tuesday, July 21, 2026, 0.8% higher than Monday's opening price. As of 9:30 a.m. ET this morning, the price of bitcoin moved up to $66,398.15.
Ethereum (ETH-USD) opened at $1,903.35 on Tuesday, July 21, 2026, up 1.7% from Monday's opening price. The price of ethereum moved higher this morning to $1,935.99 as of 9:30 a.m. ET.
Bitcoin and ethereum opened higher this morning. Investors' appetite for risk has returned momentarily; strength in crypto coincided with an uptick in the tech-heavy Nasdaq-100 (^NDX) this morning.
The trend may be more than a one-day blip. According to SoSo Value data, the last week marked the second consecutive week bitcoin ETFs had positive net inflows, for the first time since May. The inflows did not cover the outflows over the past several weeks.

#ethereum #opened #tuesday
Cool
6 days ago
ETF.com President & Director of Research Dave Nadig grabbed some time with John Montgomery, Founder, CEO, and PM at Bridgeway Capital Management, while at the 2026 ICI ETF Conference. Their discussion covered everything from contrarian investing and walking the talk to the company's 50% donation of profits to charities since its inception in the early '90s.
John Montgomery has been running Bridgeway for over three decades, with a simple pitch: deep quantitative research, a focus on smaller, less-liquid stocks that bigger competitors can't touch, and a lean team where everyone knows everyone. But the real differentiator isn't the strategy but instead the why. Bridgeway funnels a share of its profits into a foundation focused on ending genocide and preventing war atrocities, working in sub-Saharan Africa and Ukraine. It's not a marketing gimmick either but instead is baked into the culture from the board room down.
The firm's move from mutual funds to ETFs is its own case study in doing things the hard way for the right reasons. Rather than sidestep the pain with a cheaper clone or share-class workaround, Bridgeway fully converted several strategies, eating short-term costs for long-term tax efficiency and lower fees. Montgomery's philosophy is if a painful transition is coming, do it early and don't wait until you're the last holdout. However, Bridgeway isn't trying to be a trailblazer either in that regard, instead waiting for at least some of the infrastructure to get built by others and jumping in once the operational kinks are worked out.
On the investing side, Montgomery's contrarian streak runs deep. His family literally trims their own personal budget to buy more stock when markets crash, putting the buy low, sell high mentality into practice. That mindset shows up in Bridgeway's small-cap value strategy, which stays disciplined even when the category falls out of favor, helped by a long partnership with Focus Partners Wealth that rebalances into the strategy precisely when everyone else is fleeing it. It's a countercyclical approach that sounds obvious on paper and is brutally hard to live by in practice. It's also the perfect case study for exactly why people need financial advisors in the first place.
Permalink | © Copyright 2026 etf.com. All rights reserved

#bridgeway #everyone #strategy #montgomery
014_zt
6 days ago
RTOO debuted on NYSE Arca at $25.09, dropping to $23.57 in three days, but the fund has zero performance history to ***** s.
RTOO's 0.75% expense ratio tops competing robotics ETFs, which charge between 0.45% and 0.68%, with the premium paying for active management discretion over its benchmark index.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
VistaShares has added a robotics-themed fund to its lineup. The VistaShares Robotics Supercycle ETF (NYSEARCA:RTOO) began trading on NYSE Arca alongside a prospectus dated July 12, 2026, and is one of three VistaShares "supercycle" funds launched under the same document, alongside sister products focused on ***** e and defense.
The fund carries a total annual operating expense ratio of 0.75%, which works out to $75 a year on a $10,000 investment. The prospectus estimates a hypothetical shareholder's costs at $77 over one year and $240 over three years, ***** uming a 5% annual return. Shares closed at $23.57 on July 20, 2026, after opening the prior week at $25.09 on July 16. With only three trading days of history available, that early move should be treated as noise rather than a trend.

#fund #rtoo #days
clickwidget
6 days ago
This article was originally published on ETFTrends.com.
The municipal bond landscape continues to receive significant interest in both flows and supply. That, and investors looking to get muni bonds exposure for tax purposes in portfolios, positions them for serious ETF interest. American Century Investments Vice President and senior portfolio manager, Joe Gotelli recently spoke with VettaFi on his views on the muni bonds market right now.
Gotelli identified the belly of the muni bond curve as a place for real opportunities.
He ****** erted that front end richness and rising Treasury yields as risk areas to watch.
American Century Investments provides muni exposure via ETFs like TAXF and CATF.

#muni #century
YesjPXQbKsMX
6 days ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Bitcoin (BTC-USD) opened at $65,214.10 on Tuesday, July 21, 2026, 0.8% higher than Monday's opening price. As of 9:30 a.m. ET this morning, the price of bitcoin moved up to $66,398.15.
Ethereum (ETH-USD) opened at $1,903.35 on Tuesday, July 21, 2026, up 1.7% from Monday's opening price. The price of ethereum moved higher this morning to $1,935.99 as of 9:30 a.m. ET.
Bitcoin and ethereum opened higher this morning. Investors' appetite for risk has returned momentarily; strength in crypto coincided with an uptick in the tech-heavy Nasdaq-100 (^NDX) this morning.
The trend may be more than a one-day blip. According to SoSo Value data, the last week marked the second consecutive week bitcoin ETFs had positive net inflows, for the first time since May. The inflows did not cover the outflows over the past several weeks.

#july
pemenufayof
6 days ago
This article was originally published on ETFTrends.com.
In another one of this week's tests of investor sentiment around artificial intelligence (AI) – and a tentpole one at that -- Google's parent company, Alphabet (NASDAQ: GOOGL), reports second-quarter results after the close of U.S. markets on Wednesday, July 22.
This report could be an opportune time for short-term traders to consider Alphabet single-stock ETFs, such as the Direxion Daily GOOGL Bull 2X Shares (GGLL) and the Direxion Daily GOOGL Bear 1X Shares (GGLS). When preparing for Alphabet's earnings with these funds, traders should note that GGLL attempts to deliver 200% of the daily returns of the internet stock, while the bearish GGLS seeks intraday performances corresponding with the inverse returns of Alphabet.
Although shares of Alphabet are up 12% year to date, they have slipped 3% over the past month — perhaps signaling a near-term burden of proof for the company as it heads into its earnings report. If that's accurate, either GGLL or GGLS could be worth considering.
"Look for Google Cloud growth in both quarterly numbers and contracted future revenue (or backlog)," noted Malik Khan of Morningstar. "We think investors want certainty that the $460 billion backlog will convert to sales over the next two years, and also want to know what that trajectory will look like. Non-backlog factors, such as consumption-based spending and new commitments, will be important for understanding the health of the cloud business."

#daily #cloud
sotuhu
7 days ago
Bitcoin (BTC) has been trading relatively range-bound in the past few days as the market is struggling to find direction following the latest inflation report in the United States.
Even though geopolitical tensions persist, the odds of a rate increase in September have declined a bit, indicating that market participants see the latest drop in inflation levels as a potential incentive for the Federal Reserve to delay a rate hike.
According to data from FedWatch, the odds that the federal funds rate will stay in a range between 350 and 375 basis points increased 25% a week ago to 36% as of now.
Although half of these **** ysts believe that the Fed will raise rates by 25bps, opinions seem to be divided, and that could be the cause for the latest phase of consolidation that Bitcoin has experienced in recent days.
Despite this uncertain scenario, market participants seem to be positioning for a bullish move, as exchange-traded funds (ETFs) linked to Bitcoin have booked a 4-day streak of positive net inflows.

#Bitcoin #inflation
cdkqpfrgbtpma
7 days ago
CLOZ charges 0.50% to pick BBB-B CLO tranches, delivering 7% yield and 10% annualized returns versus JAAA's 5% at just 0.20%.
Active management fees earn their keep in BBB-B CLO tranches where manager and vintage selection drive returns, but add little value in AAA paper.
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Collateralized loan obligation ETFs have become one of the fastest-growing corners of fixed income by offering floating-rate coupons, historically low default rates, and yields that outpace investment-grade corporates. The trade-off is that CLO tranches are not standardized bonds, and the manager picking them matters. That is why the Eldridge BBB-B CLO ETF (NYSEARCA:CLOZ) charges 0.50% while the Janus Henderson AAA CLO ETF (NYSEARCA:JAAA) charges 0.20%, and the question is whether the extra fee buys something you cannot get elsewhere at a lower cost.
The four other funds worth measuring against CLOZ are JAAA, the Janus Henderson B-BBB CLO ETF (NYSEARCA:JBBB), the iShares AAA CLO Active ETF (NYSEARCA:CLOA), and the Eldridge AAA CLO ETF (NYSEARCA:CLOX). Each sits at a different point on the rating ladder and answers the active-versus-passive question differently.

#charges
mix_0157
8 days ago
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Bitcoin (BTC-USD) opened at $65,214.10 on Tuesday, July 21, 2026, 0.8% higher than Monday's opening price. As of 9:30 a.m. ET this morning, the price of bitcoin moved up to $66,398.15.
Ethereum (ETH-USD) opened at $1,903.35 on Tuesday, July 21, 2026, up 1.7% from Monday's opening price. The price of ethereum moved higher this morning to $1,935.99 as of 9:30 a.m. ET.
Bitcoin and ethereum opened higher this morning. Investors' appetite for risk has returned momentarily; strength in crypto coincided with an uptick in the tech-heavy Nasdaq-100 (^NDX) this morning.
The trend may be more than a one-day blip. According to SoSo Value data, the last week marked the second consecutive week bitcoin ETFs had positive net inflows, for the first time since May. The inflows did not cover the outflows over the past several weeks.

#Bitcoin #morning #higher

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