Investing Ideas

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

Mutual Funds & ETFs

  • 8 top-performing closed-end funds

    Often misunderstood, CEFs are open to new investors, trade like stocks and pay distributions. Here are examples of funds in eight categories that were among the top performers.
  • Seeking big returns from smaller stocks

    For these fund managers, the right formula for smaller companies includes a competitive business and proven models and management. Here are four names they like.
  • As a rebound picks up, watch these ETFs

    The economy appears to be on the mend, but not everyone will recover. If you’re looking to invest in a rebound, these six ETFs focus on the companies that could benefit most.
  • ETFs will keep getting more active

    While only 2% of ETFs were actively-managed as of about a year ago, 2020 has seen a flurry of new launches of smart-beta funds and active products.

Stocks

  • Top 5 dividend investing articles of the month

    These five investing articles, featuring high-yield dividend stocks and ETFs, are among the most-read in September. They also garnered high marks from readers who rated them as the most helpful articles.
  • Seeking big returns from smaller stocks

    For these fund managers, the right formula for smaller companies includes a competitive business and proven models and management. Here are four names they like.
  • When any dip may be a time to buy

    You've heard the expression 'buy on the dip' but there are few stocks worth purchasing on any downturn. These four names could be good candidates for that strategy.
  • The IPO market is red hot right now

    It’s been a big year for market debuts with almost every IPO gaining in price. If you feel like you’ve missed out on the current round, there are more offerings to come.

Bonds

  • Building a balanced bond portfolio

    Understanding what your portfolio needs most and choosing funds best suited for those needs is the first step toward building a bond portfolio that's right for you.
  • What the top investments are in each sector

    Sector investing offers targeted exposure to the stocks of companies in specific segments of the economy. Here's an at-a-glance guide to investment opportunities within the 11 sectors.
  • Why a bond selloff may be good news

    Treasury yields have climbed off record lows after an unexpected rise in inflation data. In this case, higher interest rates could portend a stronger economy. Here’s why.
  • 9 bond ETFs that could help lower risk

    If you're trying to ease your nerves in a volatile market, you may want to look beyond stocks. These 9 ETFs that focus on bonds could deliver slower, but steadier, returns.

Investing Strategies

  • Seeking big returns from smaller stocks

    For these fund managers, the right formula for smaller companies includes a competitive business and proven models and management. Here are four names they like.
  • When any dip may be a time to buy

    You've heard the expression 'buy on the dip' but there are few stocks worth purchasing on any downturn. These four names could be good candidates for that strategy.
  • A big-trend approach to investing

    For one fund manager, the right formula is to select compelling businesses that can capitalize on the changing trends in society. Here are four stocks he likes.
  • Profiting from a digital-payment future

    One trend that may last long after the pandemic is the move away from cash. As the shift to digital payments picks up, here’s how investors can take advantage.