Assets
AVEFX
The Ave Maria Bond Fund (NASDAQ: AVEFX) has been awarded the 2025 LSEG Lipper Fund Awards for the best A-rated corporate bond funds for both 3-year and 5-year periods ending November 30, 2024. This follows similar awards in 2024.
Portfolio Pulse from
March 14, 2025 | 2:30 pm
AHH
The article discusses two high-yield stocks offering 9% returns, which are undervalued and provide diversification for income portfolios. These stocks are presented as better options compared to low-yield alternatives like the S&P 500.
Portfolio Pulse from
March 14, 2025 | 2:15 pm
QQQ
QQQM
The Nasdaq-100 Index (NDX) is renowned for outperforming the S&P 500, but it is not typically associated with income generation. This is evident in the performance of the Invesco QQQ Trust (QQQ) and the Invesco NASDAQ 100 ETF (QQQM), which track the NDX.
Portfolio Pulse from
March 14, 2025 | 2:00 pm
IOO
The iShares Global 100 ETF (IOO) is rated as a hold due to its mixed qualities, including high fees and low diversification. Despite a strong 10-year average return, it lags behind competitors like MGC and OEF. Key holdings such as Apple, Microsoft, and Nvidia face uncertainties, affecting IOO's future performance.
Portfolio Pulse from
March 14, 2025 | 2:00 pm
ESS
Essex Property Trust (ESS) is expected to benefit from its strong presence in the West Coast market, technological advancements, and a solid balance sheet, despite challenges from increasing unit supply.
Portfolio Pulse from
March 14, 2025 | 1:45 pm
DPG
Utilities have seen a nearly 20% rise over the past year, making them appealing for defensive, high-yield income through closed-end funds like DPG, which offers a 7.18% yield. DPG focuses on dividend-paying equities in utilities and infrastructure, with a strong US portfolio.
Portfolio Pulse from
March 14, 2025 | 1:30 pm
FHI
Federated Hermes has been recognized by the 2025 LSEG Lipper Fund Awards for the strong risk-adjusted performance of several of its funds, including the MDT Mid Cap Growth Fund and the MDT All Cap Core Fund.
Portfolio Pulse from
March 14, 2025 | 1:30 pm
MCIC
Multicorp International, Inc. received confirmation from an attorney that its client's bank has accepted foreign currency from 40 Brightwater LLC.
Portfolio Pulse from
March 14, 2025 | 1:15 pm
KPOP
Exchange Traded Concepts has decided to close and liquidate the JAKOTA K-Pop and Korean Entertainment ETF (NYSE:KPOP) by April 4, 2025.
Portfolio Pulse from
March 14, 2025 | 12:45 pm
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