Small-cap ETFs have surged more than 20% this year, led by rising earnings expectations and broad sector outperformance not seen in over 30 years. Analysts highlight that more Wall Street firms are upgrading small-cap earnings forecasts, with expected EPS growth over 20% this quarter. The rally is seen as sustainable, supported by strong momentum across all small-cap sectors and outperforming less shorted stocks. Experts advise investors to consider increasing exposure to small caps, along with emerging and developed international markets, as these areas show promising growth potential.
The Global X Russell 2000 Covered Call ETF (RYLD) offers a high monthly yield by selling call options on the Russell 2000 index, generating income from option premiums. However, this income depends heavily on market volatility, which has normalized r...
The Columbia Seligman Premium Technology Growth (STK) closed-end fund is trading at its widest discount to net asset value in over ten years, currently 7.9%, driven by recent tech sector volatility and profit-taking. Despite a market pause since mid-...
The iShares Russell 2000 ETF (IWM) charges a 0.19% expense ratio, significantly higher than similar ETFs like Vanguard's VTWO and iShares Core's IJR, which charge about a third of that. Beyond fees, IWM suffers from an annual drag due to the Russell ...
