Category: Investing - Page 2

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Oct, 18 2025

Mortgage REIT Dividends: How Spread Risk and Book Value Volatility Impact Your Income

Mortgage REITs offer high dividends but come with extreme volatility tied to interest rate spreads and book value swings. Learn how spread risk, leverage, and rate changes impact your income - and whether they're right for your portfolio.
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Sep, 26 2025

Bond Funds vs Individual Bonds: Which Is Better for Your Portfolio in 2025?

Bond funds and individual bonds both offer steady income, but they work very differently. Learn which one suits your goals, budget, and time in 2025.
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Sep, 4 2025

Tactical Asset Allocation: How to Adjust Portfolio Weights Based on Market Regimes

Tactical asset allocation adjusts portfolio weights based on market regimes to improve risk-adjusted returns. Learn how to implement a simple, low-cost TAA strategy using ETFs and regime signals to reduce losses during market crashes.
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Aug, 25 2025

How to Compare Similar ETFs: Holdings, Fees, and Structure

Comparing ETFs isn't just about fees. Holdings, structure, liquidity, and tracking difference all impact your returns. Learn how to dig past the surface and choose the right ETF for your portfolio.
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Aug, 8 2025

How Interest Rates Affect Dividend Stock Valuations: What Really Moves the Needle

Interest rates don't simply hurt dividend stocks-what matters is why rates are moving and whether companies are growing their payouts. Learn how dividend growth beats high yield over time, even when rates rise.
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Jul, 6 2025

Annual Portfolio Checkup: How to Review IPS, Fees, and Taxes to Boost Your Returns

An annual portfolio checkup reviews your investment policy statement, fees, and taxes to prevent drift and boost returns. Learn how to rebalance wisely, cut hidden costs, and optimize taxes for better after-tax results.