SPY: The Setup Looks Extremely Bearish

SPY has been on a strong run recently, but the outlook is very bearish right now. The S&P 500 is overvalued based on several valuation models. A weakening macroeconomic outlook also poses a severe headwind for SPY. SPY is facing a challenging economic environment and outlook.

My 9.5% Income Portfolio - Reinvesting Dividends

Guido Persichino has chosen not to automatically reinvest dividends from his stocks. The magic of compound interest is the mechanism of earning interest on both the principal amount and the accumulated interests. Automatic reinvestment of dividends can passively trigger this mechanism for any security in his income portfolio. The Magic Square is a symbol of medieval mysticism.

XYLD Getting Very Oversold

Weekly Report: what happened at XYLD last week (0415-0419)?

XYLD Breaks Below 200-Day Moving Average - Notable for XYLD

Eaton Vance's ETY Is The Cream Of The Option-Income CEF Crop

5 Defensive Investment ETF Strategies for Your Portfolio

JEPI: Do Not Make The Same Mistake Two Years In A Row, Buy This Covered Call ETF Instead

The S&P 500 Index returned a total of 26.3% in 2023. The JPMorgan Equity Premium Income ETF (JEPI) performed poorly in that year. The total return of the Global X S&p 500 Index covered call ETF (XYLD) outperformed JEPI by 1.2%. 2023 was a year of volatility for the S& p 500 Index. XYLD's total return was less than half that of the Magnificent Seven.

Iran Attacks Israel - How Could Markets Be Impacted?

Weekly Report: what happened at XYLD last week (0408-0412)?

Sideways, With A Splash Of Uncertainty

The S&P 500 established its last record high on the last Thursday in March, right before the long Easter weekend. The market has bounced around in a mostly directionless manner since then. The Q1 earnings season is officially underway as of Friday. The recent decline in stock prices has taken a relatively short-lived effect.

Q1 2024 Earnings Preview: Will Reports Be Good Enough To Turn Markets Positive

Q1 earnings season kicks off with Q1 2024 S&P 500 EPS growth expected to come in at 3.2%. The second quarter got off to a rocky start as major indices closed lower last week. Buybacks and dividend increases were on the rise in Q1. The Consumer Price Index for March was higher than expected.

Weekly Report: what happened at XYLD last week (0401-0405)?

Spring 2024 Snapshot Of The S&P 500's Market Cap

Microsoft has become the biggest company in the S&P 500 with a market cap of nearly $3.3 trillion as of 28 March 2024. The first quarter of 2024 has come and gone. The index clocked a new record high of 5,254.35. The Top 10 stocks in the index together accounted for 32.5% of its total valuation.

Cryptocurrency ETFs: Opportunities And Risks As The Price Of Bitcoin Climbs

QDPL: S&P 500 With 4x Dividends, How Does It Stack Up?

Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) aims to provide 4x the dividend of the S&P 500. The fund has lagged behind in total returns due to lower equity exposure. QDPL has an interesting tax status on its distributions, making it attractive over options-selling funds.

QDPL: Basically The S&P 500 But More From Yield

Weekly Report: what happened at XYLD last week (0325-0329)?

Equities Ride The Magnificent Seven Wave - Time To Diversify?

The Magnificent Seven make up almost 30% of the S&P 500 market capitalization. Much of the rally in equities can be attributed to the performance of a handful of mega-cap stocks. Equal Weight Index futures enable investors to trade the market breadth, allowing for more diversification and less concentration. Seven Mega Cap Stocks Have Largely Been Driving the U.S. Stock Market.

Weekly Report: what happened at XYLD last week (0318-0322)?