We’ve got three big trends—two that investors know about and one many don’t — setting us up to grab double-digit dividends in real estate investment trusts. Now is the time to make our move. Let’s get under the hood of this opportunity and stake out a simple strategy. Start With The Obvious REITs have lagged since the COVID-19 pandemic, with the benchmark SPDR Dow Jones REIT ETF (RWR) returning around 17% since the start of 2020, as of this writing. This shakes out to a 3.3% annualized return over half a decade, well off RWR’s 8.6% average yearly return since…

With an ever-growing list of similar-sounding ETFs to choose from, finding the best is an increasingly difficult task. How can investors change the game to shift the odds in their favor? Don’t Trust Sector ETF Labels There are at least 110 different Technology ETFs and at least 352 ETFs across eleven sectors. Do investors need 32+ choices on average per sector? How different can the ETFs be? Those 110 Technology ETFs are very different from each other. With anywhere from 21 to 444 holdings, many of these Technology ETFs have drastically different portfolios with differing risk profiles and performance outlooks.…

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which measures momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. 10 Oversold Stocks You Should Know About » In trading on Tuesday, shares of Tesla entered into oversold territory, hitting an RSI reading of 29.7, after changing hands as…

Key News Asian equities were mostly lower overnight as Pakistan and Thailand outperformed and Hong Kong and Indonesia underperformed. China’s markets took a breather last night after a strong run. It was a relatively slow news night without a key catalyst to bring markets lower. Mainland markets opened flat, but followed their Hong Kong counterparts south later in the session. Meanwhile, Hong Kong started to regain some ground mid-session, but ended near worst levels. Profit taking may have been a culprit here as the latest popular trades were all lower, including technology, consumer discretionary, and the electric vehicle ecosystem. Also,…

Name: Yangchen Lama Firm: Morgan Stanley Wealth Management Location: Beverly Hills, CA Team Custodied Assets: $410 million Background: Yangchen Lama grew up in the Himalayas, 17,000 feet above sea level, in a remote village in Nepal without electricity or running water. She didn’t go to school until age 9 when her family moved to Kathmandu, but she quickly excelled and at 12-years-old, was able to come to the U.S. as an exchange student. After graduating from Cornell in 1999 with a bachelors and master’s degree in international finance, she started her career working as an investment banker. In 2007, she…

Key News Asian equities were mixed but mostly higher overnight as Hong Kong and Mainland China outperformed and Indonesia and the Philippines underperformed. DeepSeek announced that it would be restricting access to its servers due to capacity constraints. This is interesting as, while its model was efficient and relatively cheap to develop, ever-increasing demand for querying it still demands a great deal of server space. This led cloud computing and data infrastructure names to continue their rise. Tuya, in particular, gained +43% after advertising to developers that they can access DeepSeek’s models through their system. The electric vehicle ecosystem also…

Key News Asian markets, except for Hong Kong and Mainland China, were lower on Trump’s steel and aluminum tariff talk as the US dollar strengthened overnight. AI continues to fuel Hong Kong and Mainland China’s growth and technology rally, though Trump’s reversal on banning the US Postal Service’s delivery of China packages was a positive. Maybe the US and China are further along in trade talks than the market is anticipating? This could be the reason behind the strength of Hong Kong-listed stocks against a clear negative, i.e. tariffs. Alibaba gained +5.5% as Alibaba Cloud announced the integration of several…

“Winning isn’t everything. It’s the only thing,” said football coach Vince Lombardi years ago. Many investors feel the same way about earnings. Excuse me, Lombardi disciples, but earnings aren’t the only thing. To withstand unexpected hardships or to seize timely opportunities, a company’s financial strength is also key. Once a year in this column, I celebrate financially strong companies with my Balance Sheet Powerhouse list. To make it, a company must: Have a market value of at least $5 billion. Carry debt no more than 10% of the company’s net worth. Be based in the U.S. Have current assets at…

Global holdings in gold-backed exchange-traded funds (ETFs) have risen at the start of 2025 thanks to soaring European inflows. That’s according to latest data from the World Gold Council (WGC). The organisation said gold funds had added 35 tonnes of material – worth some $3 billion – in January. This took total holdings to 3,253 tonnes, and assets under management (AUMs) to $294 billion. Gold demand continues to soar as concerns over US President Trump’s policy agenda (and particularly concerning trade tariffs) have grown. The yellow metal’s up 11% since 1 January, and struck fresh record peaks around $2,914 per…

On 2/12/25, Exxon Mobil will trade ex-dividend, for its quarterly dividend of $0.99, payable on 3/10/25. As a percentage of XOM’s recent stock price of $108.89, this dividend works out to approximately 0.91%, so look for shares of Exxon Mobil to trade 0.91% lower — all else being equal — when XOM shares open for trading on 2/12/25. 10 Stocks Going Ex-Dividend » Below is a dividend history chart for XOM, showing historical dividends prior to the most recent $0.99 declared by Exxon Mobil: In general, dividends are not always predictable; but looking at the history above can help in…