There is a new #1 position in the “High Income NOW” Portfolio (it’s an 11.9% yield monthly-pay security trading at a discount). There are also a handful of new buys, sells and position '“right-sizings.” The aggregate yield is 9.9% and that consists of 25 individual positions (including BDCs, a variety of stock and bond CEFs, individual stocks and more). If you like your investments to pay big steady income, you’re going to want to check out this top-idea report, including the usual caveats and specific exceptional investment opportunities worth considering right now.
Top 10 Growth Stocks: Tariff Fear Creates AI Opportunity
It’s a cloud-AI world, and the companies capitalizing on this will dominate in market performance for years to come. What’s more, tariff fear has created more attractive buying opportunities as this turmoil too shall pass and stocks are eventually going higher (some of them much higher). This report ranks our top 10 growth stocks, starting with #10 and counting down to our very top ideas. Five years from now, people will wish they had been buying more stocks in 2025, and this report highlights a few very top ideas for you to consider.
40+ Big-Yield BDCs: Down, But Not Out
Here is a look at recent performance data for 40+ big-yield business development companies (or BDCs). As you can see, the prices are down this year, more so than the S&P 500, and the price-to-book values (a common BDC valuation metric) are down too. Let’s consider why, whether there is more pain to come, and if you should be hitting the eject button, holding tight or buying more.
Top 7 Big Yields: CEFs And BDCs
In case you have been living under a rock, the stock market is down big, thanks (in large part) to turmoil caused by President Trump's new tariffs. Without arguing the pros and cons of these draconian tariffs, it has most certainly created a lot of fear. And fear creates opportunity. Like every other market crisis, we believe this too shall pass. But before it does, investors may want to take advantage of the attractive "buy low" sales prices it has created (in select big yield opportunities). This report ranks our top 7 big-yield investment opportunities (currently on sale) starting with #7 and counting down to our very top ideas.
Tariff Turmoil: Top 10 Stocks on Sale
The market has been primed for a correction for quite some time (e.g. valuations were rich and investors were overconfident in continuing high growth), and President Trump just pushed stocks over the edge with his draconian tariffs. We don’t know when the selloff will end, but we can estimate the three phases of this trade war. We can also say with significant confidence, the economy is still growing, and stocks will eventually trade higher (likely much higher). In this report, we count down our top 10 highly-attractive stock rankings, which includes an alternating mix of high-growth and high-income opportunities, to help you customize your portfolio to take full advantage of the impressive opportunities being created by this rip-your-face-off market correction.
Is Private Equity Even Worth It?
A lot of investors think Private Equity (“PE”) is some magical, uncorrelated, rich-person recipe for wealth. But in reality, it’s based on the same economy as public equities (i.e. stocks), the low correlation is largely a mirage (PE just provides less frequent/delayed valuations), the fees and expenses are higher, and the operational and opportunity costs (of inconvenient capital calls and lockup periods) are a royal pain.
YTD Returns: MAG 10 vs S&P “490”
As you can see in the chart below, this year has been a tale of two markets—with the 10 largest US stocks (by market cap) decisively underperforming the other “490” S&P 500 stocks (even though both groups have somewhat similar combined market caps—i.e. MAG 10 is more than 35% of the S&P 500—even after the large decline). There is a lesson in this, and it’s probably not what you think…
Forget Growth: 5 Big Safe Yields Worth Considering
It’s going to get worse. That’s how many people feel about the current stock market selloff, and based on history—they could be right. But before going down the pointless rabbit hole of attempting to perfectly time the bottom, there is another way to invest. It’s called income investing. And in this report, I share 5 big-yield investment strategies (plus a handful of individual top ideas) that some investors may want to consider as a critical component of their long-term investment strategy.
Trump Tariffs: Cancel Your Retirement
One secret to great investing is to ignore the day-to-day noise; but with Trump tariffs now wrecking stocks, you may NEVER retire.
That’s how a lot of investors feel right now with the Nasdaq 100 (QQQ) down 13% in 3 weeks (that’s more than the entire stock market typically gains in a year!).
So now what?
Panic sell all your stocks? Cancel retirement and work forever?…
AI: The Right Way to Invest
Top 10 Growth Stocks: AI Fear Creates Opportunity
As you can see in the 10-day return column (below), Artificial Intelligence (“AI”) stocks have been particularly volatile. Much of this volatility is fear-driven and has thereby created select attractive opportunities, as the AI megatrend is still fully intact (i.e. it’s in its early innings). In this report, I share my top 10 AI growth stock rankings, starting with #10 and counting down to my very top ideas.
5 Big Yield Portfolios, $2 Million Nest Egg Edition
There are a lot of people that demand “big yield” from their investment portfolios. And they demand it, pursue it and define it, in widely different ways. In this report, I review 5 different big-yield portfolio strategies (ranging from 10%+ yields, monthly-pay strategies, and dividends versus distributions) for investors with $2 million in investable assets (or thereabouts), as well as a handful of risks and mistakes to avoid. I conclude with my strong opinion on which strategy is best.
Updated: Top 10 Big-Yields + High Income NOW Portfolio
As markets get volatile, income-focused investing continues to deliver the steady cash flow many investors want and need. We're sharing our updated Top 10 Big Yields and High Income NOW Portfolio. The ratings have changed as market prices have moved, but the opportunities and "buy under" prices remain fairly consistent and so does the big steady income. Current Yield: 9.3%.
4 High-Quality Growth Stocks, On Sale
Separating the hype from the fundamentals, a handful of good stocks have just gone on sale following the recent DeepSeek drama and despite ongoing broad market strength. This report highlights four (4) fundamentally compelling businesses, currently trading at attractive prices (especially compared to ongoing growth trajectory), and positioned to do very well in the years ahead.
Some Thoughts on Nvidia (-17%) Versus DeepSeek AI
So Artificial Intelligence (AI) darling of the world, Nvidia (NVDA), was down 17% on Monday following news that China startup, DeepSeek, had created an AI application “superior” to US leaders (e.g. OpenAI), and DeepSeek had accomplished this on only a tiny fraction of the budget. Specifically, DeepSeek doesn’t need all those expensive Nvidia chips that the rest of the world has been spending hundreds of billions of dollars on. Here are 5 lessons for Nvidia investors to keep in mind.
3 Sizzling Hot Stocks, 2 Letter Reason: A.I.
AI-Datacenter Boom: 7 Energy Stocks to Benefit
4 Good Stocks
With the turn of every new year, stock market pundits love to look at what performed best and worst last year, as if that magically gives them some hidden wisdom about what will perform the best in the year ahead. And while momentum and contrarian investment philosophies may both have some merit, a better bet is always to invest in businesses that are fundamentally promising in the years ahead, and also trading at reasonable valuations. In the report, we take a closer look at “4 Good Stocks,” all of which appear extremely promising in the year (and years) ahead, assuming of course you are a patient investor looking to make a lot of money.