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Some Tiny Funds Have a Secret Advantage

Sometimes, it pays to “think small”… That might sound contradictory to popular advice about always dreaming big. And of course, it’s human nature to shoot for the stars with almost everything in life. But when it comes to assets under management (“AUM”), it’s great to have an open mind… For example, as I discussed last …

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For Now, the Power Gauge Prefers the ‘Other Coca-Cola’

Legendary investor Warren Buffett loves Coca-Cola (KO)… Buffett’s Berkshire Hathaway (BRK-B) first bought Coca-Cola shares in the late 1980s. And more than three decades later, his holding company still owns about 9% of Coca-Cola. It’s not just Buffett, either… Coca-Cola is owned by 384 exchange-traded funds (“ETFs”). And in 61 ETFs, it makes up at …

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Inflation Is Stressing Social Security Reserves

The key benefits program for seniors was in trouble before 2022. And now, it might break… You see, Social Security recipients get a boost in their monthly benefits to help fight inflation. The raise is known as the “cost-of-living adjustment” – or “COLA,” for short. The Consumer Price Index for Urban Wage Earners and Clerical …

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They Needed Protection From This Rich Guy’s Trade

Ryan Cohen’s claim to fame is Chewy (CHWY)… Cohen co-founded the pet-supply website roughly a decade ago. And he cashed out in 2017. PetSmart and a private-equity firm bought the business for $3.35 billion. Since then, Cohen has stayed busy doing typical “rich guy” stuff. That includes running RC Ventures… Now, RC Ventures is self-described …

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Six New ‘Bullish’ Sectors Signal a Market Shift

The S&P 500 Index packed an entire year of performance into a single month… It’s up roughly 12% since July 18. Despite that, the broad market index is still down around 11% from its all-time high in early January. That means we remain firmly in “market correction” territory. You’ve likely also noticed the unending talk …

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Capitalize on This Small-Cap ETF’s Key Differences

Investing in exchange-traded funds (“ETFs”) doesn’t need to be boring… Even within investing categories, you can find meaningful differences. The approach to capitalizing on these differences is similar to how we hunt for 10-bagger opportunities. And as I explained recently, the process is simple to understand… Start with an open mind. Use a sensible investment …

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