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Analysis, guides and news about finance and investing.
State Street Launches 90/10 S&P 500-Bond ETF: Why the University Alternative to Hedge Funds Remains Risky
State Street launched the UCBG ETF on September 2, 2026 with a record $2.5 billion in initial capital. Despite its balanced 90/10 structure, the fund is considered risky due to its concentration in AI stocks within the S&P 500.
S&P 100 ETF Replaces Nike and Colgate with 4 AI Stocks: What the Overhaul Means for Index Investors
The iShares S&P 100 ETF (OEF) is replacing Nike, Colgate, Simon Property and Honeywell with four tech stocks on September 21. The new additions—Dell, Palo Alto Networks, Arista Networks and SanDisk—have gained between 48% and 633% so far this year.
Set Up an ETF Savings Plan: A Step-by-Step Guide to Building Wealth
Risk Management with Options ETFs: 9.26% Returns with Reduced Volatility Possible
Covered-call ETFs combine stock ownership with the sale of call options and promise increased distributions with limited upside potential. However, the strategy offers less protection than often assumed.
JEPQ ETF with 10.9% Yield: Is the Covered-Call ETF on Nasdaq Stocks Worth It?
The JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) combines Nasdaq-100 stocks with a covered-call strategy and currently delivers around 11% yield. The higher volatility of tech stocks provides attractive option premiums but also carries specific risks.
Trump Tariff Shock: 50% Duties on Canadian Cars Announced – Which ETFs Are Now at Risk
US President Trump announced on August 24, 2026, that he would double tariffs on Canadian cars to 50% starting January 2027. Canada announces retaliatory tariffs effective September 8 – portfolios with Canadian auto and metal exposure under pressure.
Covered-Call Funds: Tech Crash Risk & Payouts
Covered-call ETFs advertise monthly distributions of over 10 percent. But especially with tech stocks, investors systematically miss capital gains – and risk capital erosion in market downturns.
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