(VNQ)

We are in a 'hated bull market' with record highs despite weak economic fundamentals and tight fixed income spreads. High-risk assets like BDCs are especially vulnerable in this environment, making th...

Retirees tend to love stocks that combine big dividends, inflation-beating dividend growth, strong balance sheets, and durable and defensive business models. Even better, when retirees can buy these s...

REITs are often bought for their high dividend yields. But look out for dividend traps. Not all of them are sustainable. I highlight several pending REIT dividend disasters.

With rate cut odds climbing, ETFs like VNQ, XLU, XLY, IWM and GLD look likely to gain from a Fed move.

Most REITs are discounted. But rare exceptions are severely overpriced. I present one expensive REIT to sell and better alternatives to consider.

I'm aggressively buying stocks with a rare combination of high yields and huge buyback programs. I want these opportunities to also have strong balance sheets, high-quality business models, and trade ...

A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was...

REIT ETFs suffer from many flaws. Well-selected individual REITs can be a lot more rewarding. I highlight two REITs that I expect to crush the Vanguard Real Estate ETF going forward.

This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio...

Synchronizing the currency exposure between liabilities (expenses) and assets (investments) is a pragmatic thing to do. Yet, there is also a merit of introducing some bias towards developed foreign in...