
Index & ETF Expertise and more...
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 15 | Founded | 2 years ago | Last Issue | a month ago |
| Active | |||||

By now you’ve probably seen a few social media posts (h/t ) about the implementation of $100 trading fees for shareholders of certain Exchange Traded Funds (ETFs) over at Fidelity. They announced this change last year and it has finally bee...
This is an update to an article I wrote back in 2024, when the fund was about 5 years old, had a 4-Star Morningstar rating and had just over $800 million in assets. As the fund is just a month away from its 7th anniversary it now has secure...
If an investor benefits from income they don’t receive, does the IRS hear it? Put another way, how can the LionShares U.S. Equity Total Return ETF (TOT) claim to provide a tax-liability free as possible experience for shareholders? I first...
As they say, a picture is worth 1,000 words so feel free to TL;DR this post by examining the above graph.
For those who have some time to spare, let’s take a closer look at the numbers. Looking back to 1928 on a year-by-year basis, SPX fin...
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As you may know, option strategies (especially option income strategies) have started to gain traction over the past few years. With the kind of yield numbers they are posting, what’s not to like?
Part of my misspent youth was spent...
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The writers behind this newsletter.
Financial services since 1995 (MF, CEF Prod Mgmt, Prod Dev). Indexes, ETFs & ETNs since 2008, developed a bunch of early thematic indexes for funds like HACK, IPAY, SKYY, YYY, FAN, GAMR, and a bunch of others. Good with letters and numbers.
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