ETFS

Introduction With President-elect Biden promising higher tax rates, high income investors might want more tax-exempt income investments. While he says only the top 2% of returns will be effected, massive deficits have others doubting that promise can hold. Investors also have concerns that COVID-19-reduced state and local tax revenues might cause municipal bond downgrades or
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Since the COVID-related market meltdown in March, equity funds (including ETFs) have continued to suffer net outflows despite the average equity fund moving into positive territory and posting a year-to-date return of 2.93%. They have handed back some $317.0 billion year to date (their largest net outflows for any full one-year period) through the Refinitiv
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Written by Nick Ackerman, co-produced by Stanford Chemist Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund (ETW) is a diversified global call writing fund that offers investors a strong distribution. The fund has performed rather well, considering the market gyrations that 2020 has presented it. The widening discount has recently caught my attention. The last time
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Over the past month, shareholders of the Aberdeen Standard Physical Gold Shares ETF (SGOL) have been rewarded with returns turning positive once again. In my opinion, SGOL is heading higher. I believe that the instrument makes for a solid play on gold at this time due to its methodology and holdings as well as the
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Main Thesis and Background The purpose of this article is to evaluate the Vanguard Long-Term Bond ETF (NYSEARCA:BLV) as an investment option. This ETF has a primary objective “to track the performance of the Bloomberg Barclays U.S. Long Government/Credit Float Adjusted Index”. Currently, the fund trades at $111.86/share and pays monthly distributions, with a 30-day
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Our last article on Cornerstone Total Return Fund (CRF) provided a great fodder for the debate. This was similar to our earlier article on its sister fund Cornerstone Strategic Value Fund (CLM). While we thought the data we provided was powerful enough, there were still skeptics. We thought the best way to address that, was
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Welcome to Orchid’s Platinum Weekly report, in which we discuss platinum prices through the lenses of the GraniteShares Platinum Trust (PLTM). Thesis PLTM has performed the weakest among the precious metals group since the start of October, as the index chart below shows. Source: Bloomberg, Orchid Research While we have been willing to turn tactically
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iShares Short Treasury Bond ETF (SHV) holds over $21.2 billion in assets when we last looked at it. It is one of the larger ETFs around and assets have actually gone up over the last few years. We examine this one today as its numbers gave us a mild case of indigestion. Returns Are Nothing
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Cornerstone Total Return Fund (CRF) focuses on returning your cash back to you. That is no secret. The fund runs a managed payout scheme that openly acknowledges that they are focusing on this system where they liquidate assets to pay you back. But how does this work out for the shareholder? That is what we
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Welcome to Orchid’s Palladium Weekly report, in which we discuss palladium prices through the lenses of the Aberdeen Standard Physical Palladium Shares ETF (NYSEARCA:PALL). Thesis PALL has rebounded strongly since late September, which has been part of a broad-based rebound in the precious metals after the rally in the dollar paused. Source: Bloomberg, Orchid Research
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