Ultra Dividend ETFs

The last Edition of this column focused on Dividend ETFs, each of which had the word Dividend in its name.  The analysis focused on identifying the best overall ETF for conservative dividend-oriented investors as an alternative core holding that had more than twice the dividend yield of the S&P 500 while collecting comparable, if somewhat … Read more

03/08/2021 What’s in Your Core?

By Herb Blank If you are an investor with less than $1 billion to invest and a holding horizon of more than 3 months, do NOT buy SPY to access exposure to the S&P 500.  This is true even though SPY has the most assets under management and the highest average trading volume by far. The simple … Read more