2 months ago
EVT has delivered a 203% price return over a decade while paying nearly 8% monthly, and RQI offers the group's highest yield at 9%.
UTG more than doubled its monthly payout over two decades as rising electricity demand from AI data centers and electrification strengthens its utility holdings.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Income investors chasing yield often stop at the biggest names in the category, overlooking a quiet corner of the market where three closed-end funds have paid monthly distributions for more than two decades. Eaton Vance Tax-Advantaged Dividend Income Fund (NYSE:EVT), Reaves Utility Income Fund (NYSE:UTG), and Cohen & Steers Quality Income Realty Fund (NYSE:RQI) each pay somewhere between roughly 6.5% and 8% annualized through consistent monthly checks, drawn from three very different pockets of the equity market.
Closed-end funds trade like stocks but hold actively managed portfolios, and their structure allows them to use modest leverage and distribute realized gains alongside dividends and interest. That combination is why these three can sustain payouts well above those of an S&P 500 index fund. It is also why they get less coverage than the mega-ETFs that dominate income headlines.
#NYSE #utility #decades
UTG more than doubled its monthly payout over two decades as rising electricity demand from AI data centers and electrification strengthens its utility holdings.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Income investors chasing yield often stop at the biggest names in the category, overlooking a quiet corner of the market where three closed-end funds have paid monthly distributions for more than two decades. Eaton Vance Tax-Advantaged Dividend Income Fund (NYSE:EVT), Reaves Utility Income Fund (NYSE:UTG), and Cohen & Steers Quality Income Realty Fund (NYSE:RQI) each pay somewhere between roughly 6.5% and 8% annualized through consistent monthly checks, drawn from three very different pockets of the equity market.
Closed-end funds trade like stocks but hold actively managed portfolios, and their structure allows them to use modest leverage and distribute realized gains alongside dividends and interest. That combination is why these three can sustain payouts well above those of an S&P 500 index fund. It is also why they get less coverage than the mega-ETFs that dominate income headlines.
#NYSE #utility #decades
2 months ago
VOO and SCHD pair a 0.03% expense ratio with reinvested dividends, creating two separate compounding streams from a single $500 monthly deposit.
QQQM's Nasdaq-100 concentration delivered 104% over five years, making it the growth accelerator best suited for investors with longer time horizons.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
A $500 monthly contribution sounds modest until it collides with three or four decades of compounding. That is the mechanism behind every millionaire retirement story built on index funds, and it is why the three-ETF combination of Vanguard S&P 500 ETF (NYSEARCA:VOO), Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD), and Invesco NASDAQ 100 ETF (NASDAQ:QQQM) shows up so often in long-horizon portfolios.
Each fund plays a different role. VOO supplies broad U.S. large-cap exposure at rock-bottom cost. SCHD adds a quality-dividend sleeve that produces reinvestable cash every quarter. QQQM tilts the portfolio toward the mega-cap growth names that have historically produced the highest realized returns among diversified equity baskets. Combining them lets a monthly investor hold a diversified core, an income compounder, and a growth accelerator without stacking overlapping bets.
#schd #NASDAQ #Growth #deposit
QQQM's Nasdaq-100 concentration delivered 104% over five years, making it the growth accelerator best suited for investors with longer time horizons.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
A $500 monthly contribution sounds modest until it collides with three or four decades of compounding. That is the mechanism behind every millionaire retirement story built on index funds, and it is why the three-ETF combination of Vanguard S&P 500 ETF (NYSEARCA:VOO), Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD), and Invesco NASDAQ 100 ETF (NASDAQ:QQQM) shows up so often in long-horizon portfolios.
Each fund plays a different role. VOO supplies broad U.S. large-cap exposure at rock-bottom cost. SCHD adds a quality-dividend sleeve that produces reinvestable cash every quarter. QQQM tilts the portfolio toward the mega-cap growth names that have historically produced the highest realized returns among diversified equity baskets. Combining them lets a monthly investor hold a diversified core, an income compounder, and a growth accelerator without stacking overlapping bets.
#schd #NASDAQ #Growth #deposit
2 months ago
A $100,000 stake in QYLD returned 170% over 12 years while QQQ gained 652%, leaving holders with a six-figure gap in realized wealth.
JEPQ and GPIQ use partial option coverage instead of QYLD's 100% overlay, preserving more NAV while sacrificing some monthly income.
QYLD's distributions have dropped 24% since 2021 and its NAV has gone sideways for a decade, quietly undermining the 12% headline yield.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Twelve years of monthly distributions and a double-digit yield sound attractive. But for long-term holders of the Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD), that income has come at a significant cost. The fund has generated plenty of cash, but its share price has barely moved. Compared with simply owning a plain Nasdaq-100 index fund, the opportunity cost now stretches well into six figures on a $100,000 investment.
#qyld #years
JEPQ and GPIQ use partial option coverage instead of QYLD's 100% overlay, preserving more NAV while sacrificing some monthly income.
QYLD's distributions have dropped 24% since 2021 and its NAV has gone sideways for a decade, quietly undermining the 12% headline yield.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Twelve years of monthly distributions and a double-digit yield sound attractive. But for long-term holders of the Global X NASDAQ 100 Covered Call ETF (NASDAQ:QYLD), that income has come at a significant cost. The fund has generated plenty of cash, but its share price has barely moved. Compared with simply owning a plain Nasdaq-100 index fund, the opportunity cost now stretches well into six figures on a $100,000 investment.
#qyld #years
2 months ago
JEPI pays monthly at a high single-digit yield while RDVY has compounded 352% over 10 years, and both are invisible to the SSA earnings test.
VPU adds defensive utility income at roughly 3% yield and 0.09% in fees, holding steady when chip cycles or rate spikes hit growth funds.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
You did the math and claimed Social Security at 62. Then you kept working and ran into the Social Security earnings test. Before full retirement age, Social Security can withhold $1 in benefits for every $2 you earn above the annual limit. That can significantly reduce the benefit you expected to collect alongside your paycheck.
Investment income is different. Dividends, interest, and capital gains generally do not count as earnings for the test. That creates another option for workers who claimed early but still want additional income: build a portfolio that generates cash without increasing earnings subject to the limit. Three ETFs can fill different roles in that strategy: JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI), First Trust Rising Dividend Achievers ETF (NYSEARCA:RDVY), and Vanguard Utilities Index Fund ETF Shares (NYSEARCA:VPU).
#security #test #claimed
VPU adds defensive utility income at roughly 3% yield and 0.09% in fees, holding steady when chip cycles or rate spikes hit growth funds.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
You did the math and claimed Social Security at 62. Then you kept working and ran into the Social Security earnings test. Before full retirement age, Social Security can withhold $1 in benefits for every $2 you earn above the annual limit. That can significantly reduce the benefit you expected to collect alongside your paycheck.
Investment income is different. Dividends, interest, and capital gains generally do not count as earnings for the test. That creates another option for workers who claimed early but still want additional income: build a portfolio that generates cash without increasing earnings subject to the limit. Three ETFs can fill different roles in that strategy: JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI), First Trust Rising Dividend Achievers ETF (NYSEARCA:RDVY), and Vanguard Utilities Index Fund ETF Shares (NYSEARCA:VPU).
#security #test #claimed
2 months ago
MSTY lost 70% of its value over the past year, turning a $10,000 stake into roughly $6,600 even as weekly distributions from MSTR's covered-call strategy kept arriving.
Distributions are taxed as ordinary income and portions arrive as return of capital, stacking tax drag directly on top of MSTY's structural NAV erosion.
JEPI and XYLD spread covered-call income across hundreds of names at a fraction of MSTY's cost, eliminating the single-stock volatility risk that drives its headline yield.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
If you put $10,000 into MSTY a year ago, then you watched it shrink to roughly $6,614 before the IRS even sent a bill. The weekly checks kept landing, but the account balance kept sinking. That gap in income and performance is the entire product story.
#distributions #weekly
Distributions are taxed as ordinary income and portions arrive as return of capital, stacking tax drag directly on top of MSTY's structural NAV erosion.
JEPI and XYLD spread covered-call income across hundreds of names at a fraction of MSTY's cost, eliminating the single-stock volatility risk that drives its headline yield.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
If you put $10,000 into MSTY a year ago, then you watched it shrink to roughly $6,614 before the IRS even sent a bill. The weekly checks kept landing, but the account balance kept sinking. That gap in income and performance is the entire product story.
#distributions #weekly
2 months ago
AXT has surged 351% YTD but is pausing as traders de-risk ahead of Lumentum's closely watched earnings after tonight's close.
Coherent, up 76% YTD, plans to double internal InP wafer output by year-end 2026, a direct demand signal for AXT substrates.
Lumentum has beaten EPS four straight quarters, with past beats averaging a 7% day-of gain and 15% one-week gain.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Shares of AXT (NASDAQ:AXTI) are drifting lower midday Tuesday, changing hands near $74 and roughly flat on the session. The relatively calm day follows a whip saw previous week that saw shares spike and then drop nearly 17% yesterday. Overall, AXT has rebounded from trading down to $36.97 on July 29th's close.
#coherent #sofi1
Coherent, up 76% YTD, plans to double internal InP wafer output by year-end 2026, a direct demand signal for AXT substrates.
Lumentum has beaten EPS four straight quarters, with past beats averaging a 7% day-of gain and 15% one-week gain.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Shares of AXT (NASDAQ:AXTI) are drifting lower midday Tuesday, changing hands near $74 and roughly flat on the session. The relatively calm day follows a whip saw previous week that saw shares spike and then drop nearly 17% yesterday. Overall, AXT has rebounded from trading down to $36.97 on July 29th's close.
#coherent #sofi1
2 months ago
Costco earns a BUY with 90% confidence and a $1,023 target, but at 48x earnings, only 7% upside remains.
Costco trades at 48x earnings versus Walmart's 41x but grows revenue nearly twice as fast, while BJ's 90% renewal rate validates the membership model.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
My 24/7 Wall St. price target for Costco (NASDAQ:COST) lands at $1,022.62, a modest step up from today's $952.75. The model rates COST a buy with 90% confidence, but upside is narrow. Costco executes at an elite level, and the market already knows it.
Metric
#costco #confidence #upside #active
Costco trades at 48x earnings versus Walmart's 41x but grows revenue nearly twice as fast, while BJ's 90% renewal rate validates the membership model.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
My 24/7 Wall St. price target for Costco (NASDAQ:COST) lands at $1,022.62, a modest step up from today's $952.75. The model rates COST a buy with 90% confidence, but upside is narrow. Costco executes at an elite level, and the market already knows it.
Metric
#costco #confidence #upside #active
2 months ago
Onto Innovation surged 6% Tuesday and is up 85% year to date, riding AI-driven demand for its HBM and advanced packaging inspection tools.
Camtek's record $133 million quarter and $600 million in YTD bookings, plus NVIDIA's $500 billion AI infrastructure financing deal, confirm accelerating demand across the semiconductor supply chain.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Shares of Onto Innovation (NYSE:ONTO) are trading higher midday Tuesday, up 5.9% to $308.51 from Monday's close of $291.35. The semiconductor process control name is riding a positive AI supply chain read-through from peer Camtek's blowout quarter and a broader bid across the group.
The primary catalyst is a direct read-through from Camtek (NASDAQ:CAMT), which reported Q2 2026 results on August 10, 2026. Camtek posted record revenue of $133.24 million, topping the $130.19 million consensus, with non-GAAP EPS of $0.78 versus the $0.76 estimate.
#Riding #demand #record #across
Camtek's record $133 million quarter and $600 million in YTD bookings, plus NVIDIA's $500 billion AI infrastructure financing deal, confirm accelerating demand across the semiconductor supply chain.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Shares of Onto Innovation (NYSE:ONTO) are trading higher midday Tuesday, up 5.9% to $308.51 from Monday's close of $291.35. The semiconductor process control name is riding a positive AI supply chain read-through from peer Camtek's blowout quarter and a broader bid across the group.
The primary catalyst is a direct read-through from Camtek (NASDAQ:CAMT), which reported Q2 2026 results on August 10, 2026. Camtek posted record revenue of $133.24 million, topping the $130.19 million consensus, with non-GAAP EPS of $0.78 versus the $0.76 estimate.
#Riding #demand #record #across
2 months ago
Archer Aviation surged 11% Tuesday as earnings-call details revealed Boeing's Insitu subsidiary generates $200M+ annually and can fund Archer's operations independently.
JOBY shares dropped 2% and EH stayed flat, indicating that the rally is Archer-specific and not a broad eVTOL sector move.
Despite back-to-back double-digit rallies, ACHR remains down 10% year to date, with an ******* yst target of $10.50 implying meaningful upside potential.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Archer Aviation (NYSE:ACHR) stock is climbing 11% to $6.93 Tuesday morning, extending Monday's 12% deal-day pop as investors continue to digest details from Archer's Q2 2026 earnings call. The move follows Monday's coverage of the Boeing (NYSE:BA) tie-up with Archer Aviation and reflects Day 2 follow-through on the same story.
#aviation #earnings #back
JOBY shares dropped 2% and EH stayed flat, indicating that the rally is Archer-specific and not a broad eVTOL sector move.
Despite back-to-back double-digit rallies, ACHR remains down 10% year to date, with an ******* yst target of $10.50 implying meaningful upside potential.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Archer Aviation (NYSE:ACHR) stock is climbing 11% to $6.93 Tuesday morning, extending Monday's 12% deal-day pop as investors continue to digest details from Archer's Q2 2026 earnings call. The move follows Monday's coverage of the Boeing (NYSE:BA) tie-up with Archer Aviation and reflects Day 2 follow-through on the same story.
#aviation #earnings #back
2 months ago
NVDA powers nearly every physical AI roadmap with revenue surging 85% to $82 billion, while OUST climbed 108% year to date on 56% revenue growth.
Unitree's Shanghai IPO drew 8,000 times retail oversubscription, dwarfing ****** eX's 4x and signaling that physical AI investor appetite has reached full boil.
Symbotic carries a $22 billion backlog and doubled adjusted EBITDA to $95 million, but Walmart revenue concentration and internal-control weaknesses have pushed shares down 31%.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Chinese humanoid robot maker Unitree just delivered one of the loudest signals yet that investor appetite for physical AI has reached full boil. Reuters reports Unitree's $900 million Shanghai IPO was more than 8,000 times oversubscribed by retail investors, with a lot-winning rate of roughly 0.018%. For context, ****** eX's much larger offering was approximately 4x oversubscribed ahead of its June debut, Snowflake's 2020 IPO was 120x, and Facebook's 2012 deal was 20x.
#revenue #shanghai #times #appetite
Unitree's Shanghai IPO drew 8,000 times retail oversubscription, dwarfing ****** eX's 4x and signaling that physical AI investor appetite has reached full boil.
Symbotic carries a $22 billion backlog and doubled adjusted EBITDA to $95 million, but Walmart revenue concentration and internal-control weaknesses have pushed shares down 31%.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Chinese humanoid robot maker Unitree just delivered one of the loudest signals yet that investor appetite for physical AI has reached full boil. Reuters reports Unitree's $900 million Shanghai IPO was more than 8,000 times oversubscribed by retail investors, with a lot-winning rate of roughly 0.018%. For context, ****** eX's much larger offering was approximately 4x oversubscribed ahead of its June debut, Snowflake's 2020 IPO was 120x, and Facebook's 2012 deal was 20x.
#revenue #shanghai #times #appetite
2 months ago
Despite fears a 911M-share lockup expiration would crash SPCX, the stock surged 21% to $138.74 the following week.
Semi ****** ysis argues ****** eX can build 10GW of compute by end 2027, implying a path to $300B in annual recurring revenue.
SpaceX Q2 adjusted EBITDA surged 191% to $3.54B, and the company now carries a $1.76 trillion market cap.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
SpaceX (NASDAQ:SPCX) went public in June 2026 and has been the talk of the town ever since. Its first earnings report as a public company on August 4, 2026 should have set the mood. Revenue jumped 92% year over year to $7.81 billion, the AI segment revenue skyrocketed by 247%, and Starlink subscribers doubled year-over-year to 12.0 million. Instead, the conversation shifted immediately to Friday, August 6, when a 911.5 million share lockup expiration was poised to flood the market with insider stock.
#SpaceX #Stock #spcx #surged
Semi ****** ysis argues ****** eX can build 10GW of compute by end 2027, implying a path to $300B in annual recurring revenue.
SpaceX Q2 adjusted EBITDA surged 191% to $3.54B, and the company now carries a $1.76 trillion market cap.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
SpaceX (NASDAQ:SPCX) went public in June 2026 and has been the talk of the town ever since. Its first earnings report as a public company on August 4, 2026 should have set the mood. Revenue jumped 92% year over year to $7.81 billion, the AI segment revenue skyrocketed by 247%, and Starlink subscribers doubled year-over-year to 12.0 million. Instead, the conversation shifted immediately to Friday, August 6, when a 911.5 million share lockup expiration was poised to flood the market with insider stock.
#SpaceX #Stock #spcx #surged
2 months ago
SPSM charges 84% less than IWM in annual fees and has outperformed it by over 37 percentage points across the past decade.
The S&P 600's profitability screen bars money-losing companies from entry, removing the drag that pulls Russell 2000 returns lower across full market cycles.
In taxable accounts, stopping new IWM contributions and redirecting them to SPSM avoids triggering capital gains while still capturing the fee advantage.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
The iShares Russell 2000 ETF (NYSEARCA:IWM) is the default small-cap vehicle for most portfolios, holding roughly 2,000 US small companies in a single ticker. Investors reach for IWM to add domestic small-cap exposure, tilt toward companies most sensitive to US rate cuts, and diversify beyond a large-cap-heavy S&P 500 allocation. That is a reasonable goal. The question is whether IWM is the best tool to execute it. A quieter alternative from State Street, tracking a different small-cap index with stricter admission standards, has been doing the same job at a fraction of the cost.
#russell #Invest #nysearca
The S&P 600's profitability screen bars money-losing companies from entry, removing the drag that pulls Russell 2000 returns lower across full market cycles.
In taxable accounts, stopping new IWM contributions and redirecting them to SPSM avoids triggering capital gains while still capturing the fee advantage.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
The iShares Russell 2000 ETF (NYSEARCA:IWM) is the default small-cap vehicle for most portfolios, holding roughly 2,000 US small companies in a single ticker. Investors reach for IWM to add domestic small-cap exposure, tilt toward companies most sensitive to US rate cuts, and diversify beyond a large-cap-heavy S&P 500 allocation. That is a reasonable goal. The question is whether IWM is the best tool to execute it. A quieter alternative from State Street, tracking a different small-cap index with stricter admission standards, has been doing the same job at a fraction of the cost.
#russell #Invest #nysearca
2 months ago
Abel snapped Berkshire's 14-quarter net-selling streak by deploying $20 billion more into equities than he sold and ramping buybacks to $4.5 billion in Q2 2026.
Alphabet surged 224% in Berkshire's portfolio in a single quarter to claim the 5th-largest spot, anchored by a $10 billion AI infrastructure investment.
Apple's portfolio share collapsed from over 50% at its peak to just 20%, while Bank of America was trimmed nearly in half since mid-2024.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
The stock market in 2026 has rewarded patience less than usual. The S&P 500 is up 13% on the year, and momentum names have led the charge while cash-heavy value investors sat on the sidelines wondering when the next fat pitch would arrive.
#quarter #abel #alphabet
Alphabet surged 224% in Berkshire's portfolio in a single quarter to claim the 5th-largest spot, anchored by a $10 billion AI infrastructure investment.
Apple's portfolio share collapsed from over 50% at its peak to just 20%, while Bank of America was trimmed nearly in half since mid-2024.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
The stock market in 2026 has rewarded patience less than usual. The S&P 500 is up 13% on the year, and momentum names have led the charge while cash-heavy value investors sat on the sidelines wondering when the next fat pitch would arrive.
#quarter #abel #alphabet
2 months ago
JEPQ's monthly payout surged from $0.47 to a record $0.71 during the 2026 Nasdaq correction, proving volatility spikes directly inflate covered-call income.
QQQ beat JEPQ by 6 percentage points last year, and 2022 proved the drawdown cushion is smaller than the 10% yield implies.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
The JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) exists to answer one question: can you own the Nasdaq without owning the full whiplash? JEPQ pairs a portfolio of large-cap Nasdaq names with a written-call overlay, converting a slice of upside into monthly cash.
JEPQ's roughly 10.9% trailing distribution rate is what keeps income investors interested. The useful test is what actually happens to the price and the checks when the index rolls over, because both halves of the trade are supposed to activate at exactly that moment.
#NASDAQ #jepq #income
QQQ beat JEPQ by 6 percentage points last year, and 2022 proved the drawdown cushion is smaller than the 10% yield implies.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
The JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) exists to answer one question: can you own the Nasdaq without owning the full whiplash? JEPQ pairs a portfolio of large-cap Nasdaq names with a written-call overlay, converting a slice of upside into monthly cash.
JEPQ's roughly 10.9% trailing distribution rate is what keeps income investors interested. The useful test is what actually happens to the price and the checks when the index rolls over, because both halves of the trade are supposed to activate at exactly that moment.
#NASDAQ #jepq #income
2 months ago
A 9-3 FOMC split on holding rates at 3.75% triggered bear steepening, dollar weakness, and rising breakevens, which are classic emerging-market credibility-shock signals.
The 10-year Treasury yield surged to a 12-month high of 4.75% as the 10Y-2Y spread nearly doubled to 0.47 points.
Warsh is weighing cutting scheduled FOMC meetings below 8 per year, a shift that could amplify volatility between decisions.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Bank of America is warning that Federal Reserve Chair Kevin Warsh faces an emerging-market-style "credibility shock" following the FOMC's latest split decision, according to a note highlighted by Bloomberg's Joe Weisenthal. The committee voted 9-3 to hold policy steady, keeping the fed funds upper bound at 3.75%, where it has remained for nearly eight months since December 11, 2025. The three dissents rattled traders.
#split #market #year #nearly
The 10-year Treasury yield surged to a 12-month high of 4.75% as the 10Y-2Y spread nearly doubled to 0.47 points.
Warsh is weighing cutting scheduled FOMC meetings below 8 per year, a shift that could amplify volatility between decisions.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Bank of America is warning that Federal Reserve Chair Kevin Warsh faces an emerging-market-style "credibility shock" following the FOMC's latest split decision, according to a note highlighted by Bloomberg's Joe Weisenthal. The committee voted 9-3 to hold policy steady, keeping the fed funds upper bound at 3.75%, where it has remained for nearly eight months since December 11, 2025. The three dissents rattled traders.
#split #market #year #nearly
2 months ago
Pfizer (PFE) yields nearly 7% as COVID drugs crater, while Merck (MRK) compounds at 66% one-year gains with a leaner 3% payout.
Pfizer runs 20 pivotal trials in 2026 targeting obesity and oncology, with a Vyndamax patent extension to 2031 protecting dividend coverage.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Pfizer (NYSE:PFE) and Merck (NYSE:MRK) refreshed the dividend debate with their latest quarterly reports.
Pfizer defends one of Big Pharma's fattest yields while its COVID franchise fades. Merck absorbs multi-billion dollar deal charges to reload a pipeline behind Keytruda. Two payouts, two very different risk profiles for income investors.
#NYSE #yields #Dividend
Pfizer runs 20 pivotal trials in 2026 targeting obesity and oncology, with a Vyndamax patent extension to 2031 protecting dividend coverage.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Pfizer (NYSE:PFE) and Merck (NYSE:MRK) refreshed the dividend debate with their latest quarterly reports.
Pfizer defends one of Big Pharma's fattest yields while its COVID franchise fades. Merck absorbs multi-billion dollar deal charges to reload a pipeline behind Keytruda. Two payouts, two very different risk profiles for income investors.
#NYSE #yields #Dividend
2 months ago
SpaceX's $100 billion lockup expiration more than doubled its tradable float yet shares gained over 5% as markets had already priced in the risk.
ARK Invest and retail buyers absorbed the unlock while ~35% short interest created conditions for short covering that lifted shares.
The overhang persists as roughly $800 billion in additional ****** eX shares become eligible for sale through October.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
For weeks, investors have focused on one date they believed could unleash another wave of selling in one of 2026's most closely watched IPOs.
#Invest #short #active
ARK Invest and retail buyers absorbed the unlock while ~35% short interest created conditions for short covering that lifted shares.
The overhang persists as roughly $800 billion in additional ****** eX shares become eligible for sale through October.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
For weeks, investors have focused on one date they believed could unleash another wave of selling in one of 2026's most closely watched IPOs.
#Invest #short #active
2 months ago
Micron (MU) surged 692% over the past year on AI-driven memory demand, with Q3 revenue hitting $41 billion, up 345% year over year.
Wall Street's mean target of $1,522 sits far above the model's base case of $905, with ******* ysts anchoring off peak-cycle EPS.
Reaching $1,500 requires HBM4E to ramp on schedule and forward P/E multiple expansion from today's discounted 13x to 23x.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Micron Technology (NASDAQ:MU) has become the memory trade of the AI era. Shares are up 190.81% year to date and 692.19% over the past year, with Q3 revenue hitting $41.46 billion, up 345.72% YoY.
#past #memory #billion
Wall Street's mean target of $1,522 sits far above the model's base case of $905, with ******* ysts anchoring off peak-cycle EPS.
Reaching $1,500 requires HBM4E to ramp on schedule and forward P/E multiple expansion from today's discounted 13x to 23x.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
Micron Technology (NASDAQ:MU) has become the memory trade of the AI era. Shares are up 190.81% year to date and 692.19% over the past year, with Q3 revenue hitting $41.46 billion, up 345.72% YoY.
#past #memory #billion
