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Nvidia: Too Much, Too High

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If you are like just about every single person I talk to, you own shares of Nvidia. And you probably love to tell your story of how you got in early, or how you should have bought more. But what about Nvidia's valuation? And what about your "position sizing" of Nvidia within your aggregate investment portfolio? After reviewing Nvidia's business, growth trajectory and risks, we discuss its current valuation and prudent position sizing within your personal investment portfolio. We conclude with our strong opinion about owning Nvidia shares ahead of the upcoming earnings announcement.

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Top Growth Stocks (Updated): Top 10 Tear Sheet + Disciplined Growth Portfolio

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Our Top 10 Growth Stocks Tear Sheet has been updated. And so has our complete Disciplined Growth Portfolio. There have been two main new purchases, and one prominent complete sale (as well as a handful of rebalancing trades, plus the liquidation of several smaller positions). You can also access “buy under” prices relative to current market prices, plus additional aggregate and security-specific data.

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VOO: Easy Alpha, Big Income, Chi

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This report is about generating easy alpha and big steady income from a balanced core portfolio of ETFs (such as Vanguard’s S&P 500 ETF (VOO)) and augmented with optional satellite single-stock investments as per your personal preferences (we give multiple top idea examples). This strategy will beat the pants off your peers and create an easier life for you (“chi”). After reviewing the details and advantages of VOO (and a balanced core-satellite portfolio), we conclude with our strong opinion on how best to implement this highly-customizable strategy to achieve your personal investment goals.

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BDCs (Big Yields): Prices Weak as Credit Spreads Widen, Rate Cuts Loom

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Sharing Updated Data: Big-yield BDCs have been particularly weak over the past few weeks (following earnings), especially in light of widening credit spreads (i.e. lending risk) and a looming rate cut by the fed (which will negatively impact some floating rate recipients more than others). Sharing updated comparison data on 35+ big-yield BDCs, plus a brief opinion on whether now is the time to buy or head for the hills.

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High Income NOW: Updated Top 10 Tear Sheet, 23-Position Portfolio (9.7% Yield)

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Our Top 10 “High Income NOW” Tear Sheet has been updated. And so has our complete 23-position “High Income NOW” Portfolio (aggregate yield is 9.7%). There have been several new positions added, two complete sales and some rebalancing of existing positions. You can also access “buy under” prices relative to current market prices, plus additional aggregate and security-specific data.

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SCHD Part 2: Easy Alpha

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In part one of this report, we explained why the Schwab US Dividend Equity ETF (SCHD) is for winners (including its growing dividend, low volatility and more). In this part two, we explain how SCHD can easily add big alpha to investor returns (in four very specific ways). In the conclusion of this report, we explain why many “SCHD haters” are usually barking up the wrong tree (they’re typically earning no alpha anyway) as well as our strong opinion on who should consider investing.

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SCHD: Built for Winners

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If you are looking to hit it big—move on, this article is not for you. If you are looking for healthy returns, healthy dividend income and healthy diversification (especially as certain mega cap growth stocks may seem precipitously overvalued), keep reading, this article might be for you (especially if you also like low fees, low volatility and tow taxes). In fact, all of these things, and more, combine to make the Schwab US Dividend Equity ETF (SCHD) a compelling opportunity for “emotionally intelligent” investors. And after reviewing the fund in detail (including the risks), we conclude with our strong opinion on investing.

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Forget High Growth: Top 10 Big Yields Worth Considering (August Edition)

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There comes a time in every investor’s life when they realize chasing high growth stocks makes absolutely no sense whatsoever. Sure, if you’re 25 and want to roll the dice (on “the next big thing”) go for it. But if you’ve built a nest egg, and you just want your investments to produce big steady income, this report is for you. We countdown our top 10 big yield investments (including REITs, BDCs, CEFs and more) with a special focus on why each opportunity is uniquely attractive right now.

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A Top CEF: Big Steady Income, AI and Fed Tailwinds, Tax Advantages

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The closed-end fund (“CEF”) we review in this report offers a big, steadily-growing, monthly-paid, tax-advantaged distribution (currently yielding 8.2%). And the fund does so by owning utility-sector stocks (known for lower volatility and steady dividend payments). In this report, we review the fund (overview, philosophy, investment process), its advantages (tax favorability, monetary policy impacts and artificial intelligence tailwinds) as well as risks (expenses, leverage, price premium). We conclude with our strong opinion on who might want to consider investing.

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Rough Week for Stocks: Do This Now

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In a major market reversal, leading mega-cap and semiconductor stocks have sold off hard over the last week (see table), and a lot of investors are concerned this may be the beginning of something much worse. We’ve been hearing for months, even years, these names were over-extended, and some investors are flummoxed about what to do (i.e. is it time to dump growth and tech stocks, and dive headfirst into value stocks—or even bonds?). In this quick market snapshot report, we share our strong opinion about what investors should be doing right now.

Disclaimer: Everything on this website is for informational purposes only. No information contained herein is intended to be an offer or recommendation to buy or sell any investment. Investing is risky. Consult an investment and/or tax professional before investing.