1. Tesla's stock has dropped over 40% from its peak, indicating caution and a potential opportunity to overweight Nasdaq 100 later. 2. The author recommends JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) due to its covered-call strategy, which outperforms QQQ with higher income returns amidst elevated volatility. 3. JEPQ benefits from selling options in a high-volatility environment, offering a rising dividend yield near 10%, making it a favorable entry point.

1. Global ETF assets surged 30% to $15T in 2024, driven by unprecedented investor appetite; 2. U.S. markets attracted over $1T in inflows; 3. The article discusses the advantages of ETFs and how they can help minimize risk through diversification; 4. SA Quant system evaluates ETFs through five key metrics; 5. Seven top-rated ETFs are identified for investment consideration.

1. The Schwab U.S. Dividend Equity ETF offers a blend of dividend income and growth but lacks diversification; 2. This article enhances the ETF by adding top 10 high-dividend yield companies and 5 selected dividend growth companies from January 2025; 3. The author demonstrates how to allocate $100,000 across SCHD and these 15 companies to increase portfolio diversification.

1. Covered Call Income Funds offer high-yield income through options strategies; 2. Fund sponsors like YieldMax and Eaton Vance provide various covered call funds with unique strategies and risks; 3. Newer ETFs and 0DTE options funds offer compelling yields but with specific market and issuer risks.

1. Mexico's stock market struggled in 2024, with the iShares MSCI Mexico ETF dropping more than 25%; 2. Historical parallels suggest Mexican stocks may rebound following President-elect Trump's inauguration, similar to their recovery in 2017; 3. Mexico benefits from reshoring trends, with increased foreign direct investment in manufacturing, logistics, and technology services.

1. Small caps remain a strong investment with potential outperformance against large caps; 2. This article compares the iShares Russell 2000 ETF to the Royce Small-Cap Trust; 3. RVT's track record and high yield make it attractive for income and growth investors, but tax considerations are crucial.

1. Dividend investing offers several advantages, including a focus on fundamental analysis and financial independence through dividend income; 2. Many dividend ETFs and portfolios lack an important component; 3. This article provides high-yielding solutions to fill that gap.

1. Liberty All-Star Equity has underperformed compared to a DIY portfolio using the SPY ETF, confirming the author's 2023 prediction. 2. Some US 'value' managers hold high P/E stocks, making the fund vulnerable to market shocks. 3. The author recommends high-yield alternatives like QDPL and JAAA for better returns. 4. Given the fund's poor historical performance and high valuations, the author advises a relative sell and better-performing alternatives.

1. Retirees can significantly increase their income by selling shares of Schwab U.S. Dividend Equity ETF™ (SCHD), potentially exceeding the 4% rule; 2. The SCHD ETF offers a conservative approach and favorable valuation, making it a solid choice for U.S. equity in a retiree's portfolio; 3. Managing sequence risk is crucial, and a diversified portfolio with defensive stocks, bonds, gold, and international equities can mitigate recession impacts.

1. Goldman Sachs predicts a 3% annual return for the S&P 500 over the next decade, making income-focused strategies like RDTE's covered call ETF appealing; 2. RDTE offers a high dividend yield with weekly distributions but lacks underlying equities, relying on synthetic covered call strategies, which may limit price stability; 3. RDTE's heavy reliance on return of capital for distributions raises concerns about the sustainability of its high yield and potential for future dividend cuts.

1. SCHD remains a gold-standard dividend ETF, but its growth prospects have declined; 2. The JPMorgan Equity Premium ETF and VictoryShares Free Cash Flow Yield ETF offer a superior alternative with higher yield and growth potential; 3. JEPI/VFLO provides better volatility-adjusted returns and higher long-term income growth compared to SCHD.

1. The daily rebalancing of leveraged ETFs, the hedging associated with heavy call buying, and the pressure from short coverings create a powerful self-reinforcing feedback loop that ignores fundamentals and valuation. 2. The author reflects on the 2018 market event 'Volmageddon' and emphasizes the importance of timing in maximizing the impact of actions. 3. The author suggests preparing for the reversal of the described dynamics, considering the current one-sided market positioning.

1. The author discusses the positive and negative aspects of closed-end funds (CEFs) and how he discovered their value over time. 2. He explains his analytical approach to selecting CEFs based on NAV performance and how he extended this method to other securities. 3. The author compares CEFs and ETFs in his portfolio and decides to liquidate positions in four funds due to poor NAV performance.

1. The YieldMax NVDA Option Income Strategy ETF (NVDY) offers high dividend yields through synthetic option strategies, providing indirect exposure to Nvidia with a 51.5% dividend yield; 2. NVDY's synthetic covered call strategy generates income but comes with higher risk and capped upside, suitable mainly for income-focused investors; 3. The fund's high distributions can be used for supplemental income or reinvested, but investors should be cautious of price volatility and potential capital deterioration.

1. An 8%+ yield may initially seem attractive, but fundamental flaws emerge upon reviewing the fund's financial statements and distribution history. 2. Management has incurred losses on options writing, and return-of-capital distributions and a negative CAGR indicate subpar portfolio management practices. 3. BST has underperformed in terms of capital appreciation compared to other tech-focused ETFs like QQQM. Better alternatives exist, such as STK.

1. ETFs mitigate risks associated with individual stocks; 2. The author's ZEUS Family Portfolio for 2025 will include six ETFs; 3. The author emphasizes the importance of growth and hedging ETFs, such as KMLM and CTA, and the potential of VFLO for deep value investing.

1. Energy and midstream energy sectors offer high yields, strong momentum, and attractive valuations. 2. AMLP is less favorable due to its riskier, concentrated, lower-quality portfolio, higher drawdowns, and worse returns compared to peers. 3. Several other ETFs, including MLPX and ENFR, are better midstream plays than AMLP.

1. The Schwab U.S. Dividend Equity ETF (SCHD) is ideal for conservative investors seeking stability and dividend growth. 2. The ETF tracks the Dow Jones 100 Dividend Index and offers a diversified portfolio across sectors. 3. The top holdings include blue-chip companies like Lockheed Martin, AbbVie, and The Home Depot, providing stability and reliable dividend growth. 4. The ETF is suitable for long-term investors and can be mixed with other ETFs and dividend growth stocks for a robust portfolio. 5. Despite its conservative nature, SCHD avoids the volatility of individual stocks and offers a stable investment option.

1. YMAX, a covered-call fund, has offered investors a 14.28% return since January, slightly underperforming the S&P 500. 2. The fund employs an options strategy to minimize NAV decline and focuses on high-beta stocks for better long-term income. 3. YMAX has a higher expense ratio of 1.28% and a forward yield of 20.44%, investing in specific stocks and selling call options against these holdings.

1. GDX has underperformed both gold prices and its top holdings. 2. The portfolio has a consensus upside potential of 12% and is valued at 10x PE or 0.4 PEG. 3. The risks include gold price volatility and individual company operations.