FPE News and Press, First Trust Preferred Securities and Income ETF From 03/23/20

Introduction This article looks at the current investment environment, my Vanguard and Fidelity Target Portfolios, and a preliminary strategy for allocations as the economy and markets evolve. Investment Model If you took Charles Ellis' philosophy in Winning the Loser's Game that the b...

Introduction "What was surprising about 2019 is that every major asset class produced above-average returns... We saw cyclical investments, those that tend to do well when the economy is accelerating like stocks and commodities, do very well alongside more defensive assets, those ...

Co-produced by Stanford Chemist The latest report released from Eaton Vance for their fund - Eaton Vance Tax-Advantaged Global Dividend Income Fund ( ETG ) - gives a promising signal that the fund is on healthy ground. The report shows that ETG has shifted to a healthy dose of dividend p...

Introduction One of the first subscribers of Macro Trading Factory ("MTF") has approached me a day or two after we've published the initial allocations for the Funds Macro Portfolio ("FMP"), expressing his surprise that we have very little exposure to bonds on the portfolio. Valid questi...

Are you eagerly awaiting retirement? Hopefully no. Excitement can be great, but "awaiting" is not. If you're eagerly planning for it, you're in a much better position. Planning allows you to eliminate a great deal of uncertainty. Unfortunately, few people are planning effectively. A shoc...

Introduction It has been a challenging year for the global economy in 2019, and 2020 is not shaping up to be much, if any, easier. We project global GDP growth will be 3.0% this year, which would be the slowest pace of growth since the global recession of 2008 and 2009. For 2020, we do no...

First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF (NYSEARCA: FPE ) declares $0.0758/share monthly dividend , -19.9% decrease from prior dividend of $0.0946. More news on: First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Inc...

"Income is the only thing that matters" is a common refrain, particularly for investors interested in financing their retirement with distributions from their portfolios. This focus on income makes sense on two fronts: first, diversified income portfolios tend to do a better job of capital pre...

In my opinion, the key to dealing with the future lies in knowing where you are, even if can't know precisely where you're going. Knowing where you are in a cycle and what that implies for the future is different from predicting the timing, extent and shape of the cyclical move. - Th...

Introduction Each month, I do a portfolio check-up to see if there are small changes that I want to make to my portfolio. For this article, I build two hypothetical million dollar portfolios based on funds that have a high dividend yield for the amount of risk taken as measured by the Ulcer ...