Month: January 2025

This article was written by Follow David A. Johnson is founder and principal of Endurance Capital Management, a New Jersey Limited Liability Company. As an investor entrepreneur, David invests in stocks, bonds, options, ETFs, REITs, real estate, closed end funds and alternative investment funds such as hedge funds and private credit. With over 30 years’ […]

The chart below plots the returns of two investments. One’s an active stock fund (returns shown before fees), the other an index fund. Which is which? You’d be hard-pressed to tell the difference. The two perform almost in lockstep, earning nearly the same return in the end. What closet index fund is this? It’s not […]

DSP Mutual Fund has announced the launch of the DSP BSE Sensex Next 30 Index Fund and DSP BSE Sensex Next 30 ETF. These are open-ended equity schemes tracking BSE Sensex Next 30 Index, aiming to provide investors with an opportunity to gain exposure to the 30 largest companies beyond the BSE SENSEX, which are […]

What’s the smartest way to invest $500 right now? Check out a robust Vanguard ETF focused on strong dividends and deep-discount stock valuations. Classic exchange-traded funds (ETFs) are almost always a good investment. Your money will probably grow over time if invested in the SPDR Dow Jones Industrial Average ETF Trust (DIA 0.06%) or the […]

The SPDR Dow Jones Industrial Average ETF Trust (DIA -0.42%) is the only ETF that replicates the performance of the Dow Jones Industrial Average, also known as DJIA or the Dow. The Dow includes 30 premium domestic stocks and is considered a primary benchmark of the U.S. financial markets. Let’s explore the key characteristics of […]

The S&P 500 could be in for a course correction while these two market segments look poised to keep climbing. The S&P 500 has had an incredible run over the last two years. From the start of 2023 through the end of 2024, the benchmark stock index produced a total return of 58%. The bulk […]

After a tremendous performance in 2021 as the world gradually normalized from the COVID-19 pandemic, the real estate sector has been a major laggard in the years since. In the 2022 bear market where the S&P 500 produced a total return of negative-18%, the real estate sector’s performance was eight percentage points worse. It then […]

Index Funds: Do you know about index mutual funds (also known as ‘index funds’)? Index mutual funds are open-ended equity funds aimed at replicating index returns. These are passive funds where money managers allocate the funds to the same securities and in the same proportion as in the market indices. In this article, let’s look at […]

Bond prices have been volatile in recent years as the Federal Reserve hiked interest rates to combat high inflation, but with rate cuts underway, investors may still be able to take advantage of attractive yields in short-term bonds. Here’s what you should know about short-term bond funds and some of the best ones to consider […]

Value investing has proven to be one of the most successful investing strategies over the long term. Many of the world’s top investors, including the legendary Warren Buffett, have used the value approach to generate outstanding returns over time. In recent years, however, value stocks have drastically trailed growth stocks as low interest rates propelled […]