50% off Premium Yearly
The lesson for 2026 is don't let the winners of 2025 imprison you. Don't get over-risked. Watch for index concentration. So, rebalance to your target risk. Precious metals and tech have probably ballooned to be outsize part of your portfolio. Don't wait for a pullback to rebalance. He sees more market volatility in 2026: there'll be a Fed Chair change; a debt ceiling problem at end of January; disinflation, if rates aren't cut fast enough. Diversification is important again. Return stacking sees you layer on your diversifyer (bonds or managed futures) atop your stocks.
It holds the tech leaders, with an active covered call overlay. Up to a third of the basket is covered-written, but the other two thirds captures the full upside. This is good. The turns some of tomorrow's growth into today's income. This trade-off can be fine, but it's not a free lunch. Long term, you get lower returns. But this is good if you want some income. HTA is currency-hedged. Note that the MER is a high 0.99%.
Is the Global X oil and gas, covered call, income ETF. Compare to ZEO, which boasts 13% this year vs. ENCC's 12%; while over 3 years, it's 46% vs. 40%. The difference lies in the covered writing; you sell some of that future growth to create income now. That's neither good or bad. Also, gas and oil stocks are more volatile, though that makes call premiums higher but adds income.
ENCC is the Global X oil and gas, covered call, income ETF. Compare to ZEO, which boasts 13% this year vs. ENCC's 12%; while over 3 years, it's 46% vs. 40%. The difference lies in the covered writing; you sell some of that future growth to create income now. That's neither good or bad. Also, gas and oil stocks are more volatile, though that makes call premiums higher but adds income.