Thursday, September 4, 2025
MOAT: Inside VanEck's Hugely S
MOAT has tracked the Morningstar Wide Moat Focus Index since its inception on April 24, 2012. Click here to find out more information on MOAT.
Thursday, September 4, 2025
QDTE's 39% Yield: Income Dream
QDTE is flashing a massive 39% yield that may tempt income seekers, but the source of payouts raises red flags. Find out why QDTE ETF is a sell.
Saturday, August 30, 2025
JQUA: I Prefer This ETF Over S
Mega-cap tech stocks drive SCHG's gains but pose concentration risks. See why JQUA ETF's diversification offers a safer alternative.
Tuesday, August 26, 2025
SCHG: The One Fund I'm Never S
Monday, August 18, 2025
MGK: Focused On The Mega-Cap S
Saturday, August 16, 2025
The Five Rules That Keep Me In
Read here for 5 essential rules for successful long-term investing. Learn strategies for managing a diversified portfolio and mastering discipline for growth.
Friday, August 15, 2025
If I Retired Today, This Is Ho
Wednesday, August 13, 2025
SCHG: AI Stays In America's Co
AI revolution drives tech growth with strong Q3 EPS forecasts, major investments, and SCHG ETF's impeccable November track record. See more here.
Wednesday, August 13, 2025
Income Oriented? How To Genera
My top ETF picksâSPYI, BTCI, and QQQIâoffer monthly yields of 12-22%, enabling over $8,000 in monthly income with a $512,800 investment. Read more here.
Friday, August 8, 2025
CGGR: Capital Group's Growth E
Friday, August 8, 2025
This 4 Fund Portfolio Gives Yo
ETFs can simplify investing with balanced growth and income. Learn about key ETFs for diversification amidst a booming market.
Tuesday, August 5, 2025
JGRO: Lagging Several Passive
JPMorgan Active Growth ETF is an actively managed large-cap ETF with a focus on information technology. Click here to find out why I rate JGRO ETF a Hold.
Tuesday, July 29, 2025
SCHG: A Growth ETF You Will Re
Gain high-growth exposure with SCHG, a proven compounding ETF benefiting from the AI boom. See more on SCHG's long-term wealth potential with top tech leaders.
Thursday, July 24, 2025
SCHG: An ETF That Can Compound
Schwab U.S. Large-Cap Growth offers long-term growth potential with a tech-focused portfolio, low 0.04% expense ratio, and strong performance. Learn more on SCHG ETF here.
Saturday, July 19, 2025
8%-Yielding Portfolio: Buildin
Friday, July 18, 2025
SCHG: An ETF For Those Seeking
Thursday, July 17, 2025
SPUS: Popular Shariah-Complian
Discover SPUS, a Shariah-compliant ETF with 200+ S&P 500 stocks.
Thursday, July 17, 2025
The Only Time I Would Buy VYM
Wednesday, July 9, 2025
MGK: A Buy And Hold Strategy C
Vanguard Mega Cap Growth Index Fund ETF Shares has a concentrated portfolio of mega and large caps. Click here to read an analysis of MGK stock now.
Tuesday, July 8, 2025
CGGR Is Turning Out To Be A Gr
Tuesday, July 8, 2025
SCHG: A Forever Holding
SCHG offers exposure to top U.S. tech giants, making it a strong AI and tech growth play. Read SCHG is for investors seeking significant AI-driven growth potential.
Sunday, July 6, 2025
Supercharge SCHD ETF With Big
Discover SCHD's strengths, weaknesses, and top complementary stocks and funds to create a robust dividend growth portfolio.
Thursday, July 3, 2025
Q2 2025 Commentary: The Innova
Thursday, July 3, 2025
Equity Outlook: Applying Timel
While we canât control market gyrations and valuations, as active equity portfolio managers we can focus on our anchor of value: earnings.
Sunday, June 29, 2025
MMLG: Growth ETF Lagging The C
Friday, June 27, 2025
SCHG Is Positioned For Success
Thursday, June 26, 2025
Separating Signal From Noise:
Thursday, June 26, 2025
From Nifty Fifty To Magnificen
Monday, June 23, 2025
FLCG: Why I Believe This Activ
Discover how FLCG strikes a balance with passive exposure & active management, offering sector neutrality, lower risk, and a 12% P/E discount.
Wednesday, June 18, 2025
Two ETFs Offering Yield, Growt
With inflation concerns and high valuations, finding the right investment can be challenging. Read about two ETFs that offer a compelling mix of yield and growth.
Friday, June 13, 2025
VUG: How Vanguard's Growth ETF
VUG is a top large-cap growth ETF with a low 0.04% ER & $300B in assets. Read more about VUG's strategy, performance, and sector focus.
Thursday, June 12, 2025
May's Markets In Full Bloom
Equity markets rebounded in May, with the S&P 500 gaining 6.2%, up 1.1% year-to-date. Read more here.
Friday, June 6, 2025
The Simple Path To Wealth With
Discover the best long-term investment strategy for wealth building. Click as I share two alternative dividend ETFs that could be good picks for income investors.
Wednesday, June 4, 2025
HFGO: Active And Focused Mega-
The Hartford Large Cap Growth ETF has emerged as a leading large-cap growth fund, with strong GARP metrics, big tech exposure, and impressive 3-year performance. Read more of the analysis.
Wednesday, June 4, 2025
Risk Averse? A 3-Fund Portfoli
Investing is essential for long-term wealth. Find out how to diversify with SCHD, SPIN, and SCHG for income, growth, and risk management in uncertain markets.
Tuesday, June 3, 2025
XLK: A Pure Tech Play ETF
Monday, May 26, 2025
SCHG: Passive Growth Exposure
SCHG stands out as a tech-focused growth ETF with broader diversification, ideal for long-term investors bullish on tech and AI. See more here.
Monday, May 26, 2025
VTI Vs. SCHG: SCHG's Growth Is
SCHG historically outperformed VTI, with higher returns but also greater volatility and concentration risk. Check out the comparison between VTI and SCHG ETFs.
Saturday, May 24, 2025
A Stock Picker's Guide To Vola
Tony DeSpirito joins host Oscar Pulido to help make sense of recent market turmoil from an equity perspective.
Thursday, May 15, 2025
SCHG: How Schwab's Flagship La
SCHG, Schwab's flagship large-cap growth ETF, has a 0.04% expense ratio. Learn more about its strategy, returns, and comparisons to top ETFs.
Thursday, May 8, 2025
The Economy Is Finally Crackin
2025 has been an eventful year so far. Click here to find out how to prepare for potential market downturns and recession fears.
Tuesday, April 29, 2025
2 Of My Favorite Buy And Hold
Elite businesses could turn a single investment into a retirement fortune. Find out why BN, BRK.A, and BRK.B stocks are my favorite buy and hold forever stocks.
Monday, April 28, 2025
CGGR: The ETF If You Can't Sto
CGGR is a diversified ETF focusing on superior growth companies, with a 6.6% YTD decline presenting an attractive long-term accumulation opportunity. Read why I rate CGGR as a buy.
Wednesday, April 23, 2025
If I Could Only Own 3 Funds 'F
Wednesday, April 23, 2025
SCHG: Still Overvalued Despite
Monday, April 21, 2025
SCHG: Contrarian Opportunity
Saturday, April 19, 2025
LRGG: Active Large-Cap Growth
Friday, April 18, 2025
The 50/50 Dividend Strategy: O
Friday, April 11, 2025
QGRO: A Quality Growth ETF Tha
Wednesday, April 9, 2025
JGRW: A New Growth ETF With Re
JGRW is a low-volatility, tech-focused large-cap ETF with strong ROE criteria. Is it the right investment for your portfolio? Read more about the ETF here.
Monday, April 7, 2025
SPYG: Fear Presents A Great Bu
Friday, April 4, 2025
MGK: An Efficient Way To Capit
Vanguard Mega Cap Growth Index Fund ETF is a top pick for high-growth AI and tech exposure. MGK focuses on a smaller number of high-growth tech stocks. See more here.
Tuesday, April 1, 2025
Play Defense With These Two ET
Economic uncertainty is rising. Click here to read two ETFs investors should consider during heightened uncertainty.
Friday, March 21, 2025
SCHG Vs. VUG: Both Are An Equa
SCHG and VUG ETFs are top choices amid AI spending is expected to grow significantly, with higher valuations. Click here for a detailed analysis.
Thursday, March 20, 2025
Chasing Outsized Returns: SCHG
Schwab U.S. Large-Cap Growth ETF delivers 828% return since 2009. Learn why SCHG offers a growth-focused strategy to outperform in changing market conditions.
Tuesday, March 18, 2025
SCHG: The Gentle Giant May Hav
SCHG ETF has potential with a 14% upside amid valuation declines. Read here to learn about its low expense ratio, performance, and risks.
Friday, March 14, 2025
Two Roads To Wealth: Dividends
Focusing on dividends or total return are two distinct strategies that offer their own set of pros and cons.
Friday, March 14, 2025
Embrace The Fear: What I'm Buy
I added to positions in Schwab U.S. Large-Cap Growth ETF (SCHG) and SPDR Portfolio S&P 500 ETF (SPLG), due to their tech focus and low expense ratios. See more.
Tuesday, March 11, 2025
GARP: A Solid Choice Balancing
GARP changed its strategy and ticker and selects stocks based on a comprehensive system evaluating growth, value, and quality. Read why GARP ETF is a Hold.
Monday, March 10, 2025
RUNN: GARP ETF With Low-Volati
Running Oak Efficient Growth ETF uses a GARP strategy to manage volatility, with a focus on U.S. industrials. Click to find out why RUNN ETF is a Hold.
Thursday, March 6, 2025
Investors Are Turning Defensiv
ETFs are a great way for risk-averse investors to invest with instant diversification. Read why PBDC and GDE ETFs are great hedges against inflation.
Sunday, February 23, 2025
LCLG: 12 Years Of High Fees An
LCLG is comprised of 40-60 U.S. securities selected for their high earnings growth potential. Click here to read why I rate LCLG ETF a Sell.
Wednesday, February 19, 2025
IWLG: A Good Growth ETF, But N
Discover key insights on IWLG, an actively managed ETF with tech focus. Explore its performance vs. SCHG and Russell 1000 Growth.
Friday, February 14, 2025
Not DIY Investor? Here's Where
Schwab U.S. Large-Cap Growth ETF and SPDR S&P 500 ETF provide strong growth with low fees. See why theyâre ideal for non DIY investors seeking balanced exposure.
Thursday, February 13, 2025
SCHG: A Solid Fund With Some F
SCHG, a large-cap tech fund, has underperformed the Nasdaq, offering 13% returns since July 2024. Read more to see why SCHG ETF is a Hold.
Monday, February 10, 2025
SCHG: Sell Strength
SCHG is a top-performing ETF tracking the Dow Jones U.S. Large-Cap Growth Index, with a strong track record and low expense ratio. Read more here.
Monday, February 10, 2025
FTC: AlphaDEX Strategy Does No
Thursday, January 30, 2025
Simple Roth IRA Growth Strateg
Explore the Roth IRA strategies of Peter Thiel and Ted Weschler for tax-free growth in retirement. Click here for more information on growth strategies.
Wednesday, January 29, 2025
Looking Back At Equity Factors
Growth stocks led equity markets in Q4 2024, particularly in the U.S., despite elevated valuations that spark sustainability concerns.
Tuesday, January 28, 2025
QGRO: Sophisticated Growth ETF
American Century U.S. Quality Growth ETF holds a portfolio of 199 stocks divided into pure growth and stable growth subsets. See why QGRO is a Hold.
Friday, January 24, 2025
BUL: Excellent Fundamentals, Y
Pacer US Cash Cows Growth ETF combines value and growth, but performance lags. Read why BULâs record since inception isnât as strong as other growth ETFs.
Friday, January 17, 2025
SCHX: The Perfect Companion Fo
SCHX's diversified approach and opportunistic 10% allocation to emerging companies make it a buy despite potential vulnerabilities in tech. See more on SCHX here.
Wednesday, January 15, 2025
AOTG: Extremely Aggressive Hig
Discover why AOTG ranks high in large-cap growth but carries substantial downside risk.
Sunday, January 12, 2025
SCHG: Out-Performance Potentia
The Schwab U.S. Large-Cap Growth ETF offers a tech-oriented ETF solution with a low expense ratio and strong potential for long-term, risk-adjusted returns.
Saturday, January 11, 2025
QQQ, SCHG, SCHD: 3 Great ETFs
Looking to get started on your investing journey in 2025? Exchange-traded funds (ETFs) are a great place to start, as they offer diversified exposure to a wide group of the market’s best stocks in one
Friday, January 10, 2025
SCHG: A Top Pick For Large-Cap
Schwab U.S. Large-Cap Growth ETF had a great 2024, gaining 34.95%. Click here to find out why I'm neutral on SCHG ETF.
Friday, January 10, 2025
SCHG: Expecting A Pause In The
I have a hold rating on SCHG due to stretched valuations and technical signals suggesting potential consolidation or correction.
Friday, January 10, 2025
SCHG: The Price Of Being Below
The SCHG ETF has a strong contribution from technology companies, and together with the S&P 500, it brought a strong return to the investor.
Friday, January 10, 2025
The Headline Risks For 2025
Trumpâs tariff policies could cause volatility in 2025. Find out why diversifying into international ETFs helps reduce risks from trade disruptions.
Friday, January 10, 2025
SCHG: Basically QQQ With A Low
Schwab U.S. Large-Cap Growth ETF has lower management fees compared to QQQ, but also a lower yield. See why SCHG is a Buy.
Wednesday, January 8, 2025
PWB: An Equal-Weighted Growth
PWB ETF has a high expense ratio of 0.56%, significantly higher than Vanguard Growth ETF's 0.04%. Find out why I'm neutral on the fund.
Monday, January 6, 2025
Trump's Green Card Proposal: H
Trump advocates for granting green cards to all graduates with a college degree. Read why a 529 or taxable brokerage index fund strategy is a great vehicle.
Friday, January 3, 2025
VONG: Time To Take Some Gains
Vanguard Russell 1000 Growth Index Fund ETF holds 394 large- and mid-cap stocks, heavily concentrated in technology and top holdings. Explore more details here.
Thursday, December 26, 2024
JGRO: Losing Steam Compared To
JGRO's performance was promising in its first 20 months, but it has lagged passive large-cap growth ETFs for six months. Read why JGRO ETF is a Hold.
Sunday, December 22, 2024
TMFC: Why Pay More For Less?
TMFC offers subpar total return performance and lower total return potential than its peers.
Thursday, December 12, 2024
SCHG: Impressive Momentum Behi
SCHG aims to closely track the Dow Jones U.S. Large-Cap Growth Total Stock Market Index, before fees and expenses. Read why I remain bullish on the fund.
Wednesday, December 11, 2024
2 Stocks I'm Buying In The Mon
I consistently seek opportunities to invest in great American businesses. Click here to read more about PEP stock and SCHG ETF that I'm buying in December.
Monday, December 9, 2024
TGRT: A Solid But Not Special
TGRT is a large-cap growth ETF with impressive assets under management. But click here to read what warrants TGRT ETF a hold rating.
Monday, December 9, 2024
FAD: Growth ETF With Fading At
FAD ETF combines a growth strategy with diversification, but lags popular funds due to low liquidity and high fees. Read why FAD is less compelling.
Sunday, December 8, 2024
SCHG: Why Low Yielding Funds M
Discover why the SCHG ETF is a top choice for tax-sensitive investors looking for long-term growth potential in the U.S.
Thursday, December 5, 2024
NUGO: Beating Peers In 2024, B
Learn about Nuveen Growth Opportunities ETF â an actively managed fund with a focus on growth and quality in the tech sector. Click for my NUGO ETF update.
Monday, December 2, 2024
Build Your Own SCHD With A Twi
Rexford Industrial and Pfizer are trading near 52-week lows. Find out how buying quality stocks like REXR and PFE can outperform diversified funds like SCHD.
Monday, November 25, 2024
2 Places I Would Invest $50,00
Investing $50,000 is more reasonable than $100,000 in today's expensive market. Find out 2 places I would invest $50,000 for income right now.
Wednesday, November 20, 2024
BFOR: GARP ETF With Attractive
Barron's 400 ETF may not be the best pick for growth ETF investors. Read here for a better alternative for GARP strategy. Click for more on BFOR ETF.
Friday, November 15, 2024
BAMG: Growth ETF Making A Bad
The Brookstone Growth Stock ETF (BAMG) may not be living up to expectations compared to its competitors like iShares MSCI USA Quality GARP ETF. See more here.
Thursday, November 14, 2024
APUE: This Sophisticated ETF S
ActivePassive U.S. Equity ETF, launched in 2023, blends active and passive management in a broad stock market universe. Click here to read my analysis of APUE.
Wednesday, November 13, 2024
ACSI: A Compelling Thesis Does
The American Customer Satisfaction ETF focuses on stocks with high customer satisfaction. Click here to read an analysis of ACSI ETF now.
Wednesday, November 13, 2024
Think Value And Growth - Not J
After a period of value outperformance from Sept. 2020 through 2022, growth returned in favor through 2023 and much of 2024. But that doesnât mean investors should only be invested in growth
Wednesday, November 13, 2024
How I Would Invest $10,000 In
You can typically find attractively priced stocks if you search long and hard enough. Find out how I would invest $10,000 in today's market.
Tuesday, November 12, 2024
Monthly Market Recap: Post-Ele
Monday, November 11, 2024
SCHG: Best Of Both Worlds When
SCHG offers exposure to leading large-cap companies that are best aligned to benefit from increased demand for AI. Read why I'm bullish on the fund.
Wednesday, November 6, 2024
SCHG: In America We Trust
Schwab U.S. Large-Cap Growth ETF is a relatively small fund with around $34 billion in assets under management. Find out why SCHG appears to be a strong buy.
Tuesday, November 5, 2024
XLG: Big Is Beautiful
Invest in high-quality companies with reliable cash flows through the Invesco S&P 500® Top 50 ETF for stability and strong performance. Click for more on XLG.
Monday, November 4, 2024
IUSG: Growth ETF Underperformi
Learn about the iShares Core S&P U.S. Growth ETF (IUSG) with a concentrated tech portfolio and performance compared to popular growth funds.
Monday, November 4, 2024
IWY: Superior Growth ETF, But
iShares Russell Top 200 Growth ETF holds about 100 stocks of very large companies with growth characteristics. Find out my recommendation on IWY fund.
Saturday, November 2, 2024
Are Institutions Getting Defen
Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.
Friday, November 1, 2024
Noteworthy ETF Inflows: SCHG
Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.
Sunday, October 27, 2024
SFY: Chasing Growth Without Su
SFY's current low expense ratio of 0.05% may rise after June 2025, adding cost risk for investors. Read why I'm neutral on the fund.
Thursday, October 24, 2024
SCHG: ETF Inflow Alert
Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.
Tuesday, October 22, 2024
5 Stocks I Would Include If I
I prefer building my own portfolios but recognize ETFs can beat the market. Check out ARCC, MAIN, and CSWC stocks if looking to build an ETF consisting of BDCs.
Saturday, October 19, 2024
Are Cracks Starting To Appear
Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.
Friday, October 18, 2024
The 6 ETFs I'll Be Buying In 2
ETFs can help optimize a portfolio, especially for targeting maximizing total returns and long-term income growth. Read about 6 funds that can help investors with portfolio strategy.
Saturday, October 12, 2024
How Jobs Growth Informs The Ba
Octoberâs strong US employment report supports expectations of a soft landing and continued economic expansion, crucial for multi-asset strategies.
Friday, October 11, 2024
Markets: Are You Making Things
Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.
Friday, October 11, 2024
SCHG For You And Me
Investing in the Schwab US Large Cap ETF (SCHG) offers substantial exposure to mega-cap stocks, particularly in the Technology sector, outperforming the S&P 500.
Thursday, October 10, 2024
FELG: Honest Growth ETF With N
FELG is an actively managed fund aiming to outperform the Russell 1000 Growth Index. Check out my recommendation for the fund.
Saturday, October 5, 2024
If I Had To Invest $150,000 Ri
Discover 15 top stock and ETF picks for a $150,000 lump sum investment, aimed at long-term growth and minimal monitoring, with dividends as a bonus.
Saturday, October 5, 2024
SCHG: A Mag 7 Heavy Growth ETF
The Schwab U.S. Large-Cap Growth ETF, with strong historical returns and aggressive tech sector exposure for growth-focused investors. Read more here.
Thursday, October 3, 2024
Equity Outlook: As Volatility
Technology and growth weakness reflected a reassessment of the US mega-caps after two dominant years. Click to read.
Wednesday, October 2, 2024
Noteworthy ETF Outflows: SCHG
Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.
Tuesday, October 1, 2024
Schwab CEO Walt Bettinger to b
Wurster will take over for Bettinger, who oversaw the growth of client assets to $9.74 trillion.
Saturday, September 28, 2024
Stocks: Are You Missing The Bi
Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.
Thursday, September 26, 2024
FBCG: Growth Is Poised To Outp
Growth stocks are expected to lead, and why Fidelity Blue Chip Growth ETF (FBCG) is a strong buy with potential for high returns. Read more on the ETF here.
Thursday, September 26, 2024
Schwab Splitting Shares for Tw
Schwab, which has a total 33 ETFs, will do a share split to 20 funds effective Oct. 24.
Wednesday, September 25, 2024
Schwab Asset Management Announ
WESTLAKE, Texas, September 25, 2024--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced forward share splits on 20 Schwab ETFs. Forward ETF share spl
Wednesday, September 25, 2024
Schwab U.S. Large-Cap Growth E
Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.
Tuesday, September 24, 2024
SCHG ETF Experiences Big Inflo
Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.
Sunday, September 22, 2024
SCHG's Double Advantage: Rate
Invest in SCHG for growth potential with AI integration and Fed rate cuts.
Friday, September 13, 2024
How Stable Is The Stock Market
Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results.
Thursday, September 12, 2024
QGRW Has A Short Yet Encouragi
QGRW holds 100 stocks emphasizing growth and quality, in a portfolio heavily weighted in mega-cap tech stocks. Check out a full analysis of the fund.