Investing in ULTY: High Distributions, Low Returns Introduction ULTY is an actively managed buy-write ETF that aims to provide investors with high distributions. However, in the past year, the fund has underperformed, delivering only a +5.3% total return with a 28% annualized volatility. This raises concerns about the fund’s strategy and its ability to generate…
The Rise and Fall of Celsius Holdings Stock Price From $1.82 to near $100: A Rollercoaster Ride on Wall Street The Celsius Holdings stock price has been on a wild ride in the past year, experiencing one of the biggest rallies on Wall Street. Starting at just $1.82 in January 2020, the stock soared to…
Welcome to our Analyst Blog! Breaking News: Eli Lilly, Exxon Mobil, Costco, and Flanigan’s in Focus Today, we have some exciting updates for you as we delve into the latest news surrounding Eli Lilly, Exxon Mobil, Costco, and Flanigan’s. These companies have been making waves in the market recently, and it’s essential to stay informed…
RITM, MATW, and FG: The Rising Stars of Income Stocks The Zacks Rank #1 (Strong Buy) List Welcomes Three New Members On January 23, 2025, three new players joined the elite club of income stocks on the Zacks Rank #1 (Strong Buy) list. RITM, MATW, and FG have been making waves in the market with…
My Diverse Investment Portfolio Introduction As of this writing, I have over 40 different investments in my brokerage account, including individual stocks and ETFs. While some of the ETFs could certainly work as a stand-alone investment strategy, such as the Vanguard S&P 500 ETF, it can be tougher to find an individual stock I’d like…
When the book closed on 2024, Wall Street had plenty of reason to cheer A Year to Remember As the year 2024 came to a close, investors on Wall Street were undoubtedly popping bottles of champagne in celebration of the incredible gains that were made. The Dow Jones Industrial Average saw a 13% increase in…
Why I’m Loading My Retirement Portfolio with Dividend-Paying Stocks The Passive Income Advantage I’ve been loading my retirement portfolio with high-quality dividend-paying stocks. While I love the passive income they produce, that’s not the primary driver. Dividend-paying stocks offer a unique advantage in building long-term wealth and providing stability during uncertain times. Building Wealth Through…
Schrodinger (SDGR) Shares Surge Despite uncertainty in Earnings Estimates Schrodinger (SDGR) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term. The Rise of Schrodinger (SDGR) in the Stock Market Schrodinger (SDGR),…
