Investing Ideas

The latest on stocks, bonds and funds, plus strategies to help manage your portfolio.

Mutual Funds & ETFs

  • Investors may be getting bullish on gold ETFs

    As markets swing, more investors are looking to play defense with their portfolios. Data shows that gold-backed ETFs increased their holdings by $1 billion last month, which could signal a bullish shift.
  • It may be time to consider foreign funds

    Years of underperformance compared with U.S. stocks may have made overseas equities a lot more attractive, according to some experts. Consider these five funds that could help increase your exposure.
  • Charting the small-cap growth cycle

    For one veteran small-cap stock picker, growth names in the current cycle are showing much more financial discipline than their predecessors. Here are three companies to watch.
  • 5 strategies to shield your portfolio now

    How do you protect your investments from the threat of rising inflation, make them less volatile and earn income to boot? These five steps may help get your portfolio on the track toward greater stability.

Stocks

  • Investing ideas for higher inflation

    One of Wall Street's biggest fears is the threat of rising prices and the impact they'll have on stocks. But some companies are better equipped to handle inflation than others. Here's what you may want to look for.
  • Making a 'DRIPs' strategy work

    Dividend reinvestment plans, or DRIPs, have long been a favorite for DIY investors, and a pioneer in the strategy says buying stocks straight from a company is still a great tool for your portfolio.
  • REITs vs. stocks over the long haul

    Despite their ups and downs, real estate investment trusts have beaten stocks by more than a full percentage point per year, on average, based on data compiled over the last half century.
  • Charting the small-cap growth cycle

    For one veteran small-cap stock picker, growth names in the current cycle are showing much more financial discipline than their predecessors. Here are three companies to watch.

Bonds

  • 7 reasons why October has been so scary

    It's been one of the most troubling months in recent memory, with investors suffering losses in almost every category of the financial markets. Here are all the factors behind October's turmoil.
  • Short-term treasuries just got more attractive

    The yield on short-term Treasury bills has topped U.S. inflation, which means that bond investors can now get a real, inflation-adjusted return on their cash for the first time since the Financial Crisis.
  • Playing it safe may finally pay off

    After a decade of near-zero returns on short-term income investments, more conservative options are finally bearing fruit. In an increasingly risky equity market, they may be worth considering.
  • Rising rates may be good for the economy

    Higher bond yields may be spooking investors, but they also mean the yield curve is widening and no longer looking like it may invert. And that means one of the most reliable recession predictors is cooling off.

Investing Strategies

  • The pros and cons of IRA CDs

    If you're planning to invest your IRA contributions in a certificate of deposit, you might want to take a step back. First consider the pros and the cons of putting large portions of your retirement savings in a CD.
  • Investors may be getting bullish on gold ETFs

    As markets swing, more investors are looking to play defense with their portfolios. Data shows that gold-backed ETFs increased their holdings by $1 billion last month, which could signal a bullish shift.
  • Investing ideas for higher inflation

    One of Wall Street's biggest fears is the threat of rising prices and the impact they'll have on stocks. But some companies are better equipped to handle inflation than others. Here's what you may want to look for.
  • A closer look at 'hedged' bond funds

    An often-overlooked class of fixed-income ETFS includes hedges that are designed to mitigate rising interest rates, and in today's environment, a number of them have been doing their job.