1. VTI's dividend yield spread relative to VOO's is currently at its widest level in 10 years, indicating a more favorable return/risk profile for VTI. 2. VTI's broader market exposure includes mid and small-cap stocks, offering better growth potential and higher dividend yields than VOO. 3. Aggressive investors may consider more targeted exposure through VO or VB.

1. The focus has shifted from the early days of ChatGPT to the monetization of AI infrastructures. 2. The Invesco QQQ Trust ETF is volatile, making an alternative like Roundhill's QDTE attractive. 3. QDTE uses a synthetic covered call strategy, suitable for volatile markets but may underperform in tech bull runs.

1. The Schwab U.S. Dividend Equity ETF (SCHD) has been a solid choice for dividend investors but has underperformed the tech-heavy S&P 500 since 2020. 2. The iShares Core MSCI US Quality Dividend Index ETF is recommended for 2024 due to its lower volatility and sector concentration in defensive stocks. 3. XDU offers better risk-adjusted returns with financial screens and sector arrangement, possibly making it ideal for a lower inflation, deflationary environment.

1. CSHI invests in T-bills and S&P 500 option spreads to generate premiums and income. 2. Its strategy yields a 5.9% return, slightly higher than that of T-bills, with slightly higher risks. 3. CSHI is a solid cash ETF, but investors might consider transitioning away from these in the coming months due to looming cuts.

1. The FOMC's rate cut has reduced market volatility, and Meta Platforms' shares have reached new highs. 2. The YieldMax META Option Income Strategy ETF (FBY) is rated 'hold' due to Meta's attractive valuation and strong earnings growth, despite low option-selling income potential. 3. FBY offers high monthly income through selling call options on META, but its liquidity can be problematic. 4. Upcoming earnings and events for META may increase volatility, but holding META stock is preferred for better potential gains over FBY.

1. The 'Magnificent 7' stocks, including Apple and Microsoft, dominate market indices but may be overvalued. 2. Regulatory risks and limited organic growth potential pose challenges for these mega-cap tech stocks. 3. The author is bearish on MAGS and has short-sold Nvidia and Tesla due to their overvaluation and competitive risks.

1. The LONZ ETF, an actively managed fund of leveraged loans, has shown performance similar to passive leveraged loan ETFs when adjusted for leverage. 2. Given an impending economic slowdown, investors might consider higher credit-quality investments like the JAAA ETF. 3. Alternative floating-rate funds such as CLO ETFs like JAAA and JBBB offer better credit quality and potentially safer investment options.

1. Second level thinking is essential for outperforming the market by identifying insights not yet priced in. 2. The AI boom and European energy shifts create opportunities in the US energy sector, particularly natural gas. 3. The Energy Select Sector SPDR Fund (XLE) offers diversified exposure to the energy sector with strong financial stability, acting as an inflation hedge with reasonable valuation and low transaction costs.

1. VBR, a value small-cap ETF, has underperformed both the broad market and its counterparts. 2. The sophisticated methodology of the CRSP US Small Cap Value Index may be flawed, lacking a traditional value bias factor. 3. Despite being cost-effective, VBR's inability to outperform its peers raises concerns about its long-term viability.

1. Small-cap stocks, especially the Russell 2000 ETF, have outperformed the S&P 500 recently. 2. Zweig Breadth Thrusts suggest potential market gains in the coming months to a year. 3. Invesco S&P SmallCap Momentum ETF (XSMO) is a top-performing fund with strong technicals and potential for continued success.

1. The high dividend yield factor has shown significant improvement in relative performance in recent months. 2. VYM, a US large-cap value fund, continues to offer solid value with a mid-teens earnings multiple and strong diversification. 3. Despite historical weak seasonal trends in September, the fund maintains a bullish technical outlook with rising support and a generally bullish RSI momentum oscillator.

1. The Fed is likely to cut interest rates in September due to weak economic data. 2. This could reduce interest income for SGOV and USFR investors. 3. SGOV and USFR are still risk-free assets but their attractiveness is diminished as yields are expected to decline.

1. CZA aims to replicate the Zacks Mid Cap Core Index but selects stocks with weak earnings sentiment. 2. Passive mid-cap funds like IWR and IJH show stronger earnings momentum compared to CZA. 3. Despite a low 0.98 five-year beta and a valuation discount, CZA's high 0.72% expense ratio makes it less attractive.

1. The CHAT ETF has seen a 20% increase since mid-July 2023 but faces challenges due to its high expense ratio and bearish seasonality. 2. With total assets of $202 million, CHAT has underperformed compared to other tech-related index funds like QQQ and XLK. 3. A potential false breakout pattern suggests downside momentum and a possible test of the $31 support level.

1. VanEck BDC Income ETF offers exposure to high-yielding business development companies with a dividend yield of 10.7%. 2. BIZD provides diversification and avoids company-specific risks for passive income investors. 3. Ares Capital is the largest holding in the ETF, contributing to its quality tilt and stable dividend.