Investing Strategies

ETF Upside

After Meme Stock Squeeze, Former Hedge Fund Manager Plotkin Plots ETF

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Gabe Plotkin, whose firm Melvin Capital was hit hard during the GameStop short squeeze, is reportedly seeding the fund via a 351 exchange.

2 min read

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ETF Upside

Calamos Extends Autocallable Line Into Growth

The company’s third autocallable ETF has a “memory” feature for notes that don’t pay out in years with down markets.

2 min read
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ETF Upside

Diversification Topped Plain Vanilla Last Year. That’s an Outlier

A comparison of a well-diversified portfolio versus the basic 60/40 strategy shows that plain vanilla won most of the time over 20 years, according to Morningstar.

1 min read
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ETF Upside

Leaning into Feels, These ETFs Test the Wisdom of the Crowd

Funds that use social data to pick stocks can be more volatile than broad-market ETFs, and they lean into momentum.

2 min read

ETF Upside

Buffer ETFs with Short Timelines Make a Case for Investors

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Funds with downside protection are becoming increasingly popular, even though most have existed only in a bull market, without much of a chance to show off their downside protection.

2 min read

ETF Upside

Defiance to Launch Autism Impact ETF, Donate Profits

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With ETFs generally operating on thin margins, it’s quite rare for an issuer to forgo profits.

2 min read

ETF Upside

Commodity ETFs May Feel Ripple Effects of Iran War

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The Strait of Hormuz closure means less fertilizer for corn and other crops, which will likely impact commodity ETFs and the food sector.

2 min read

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