Retirement guides
GuideBuilding a 4% rule portfolio with ETFs
Which kinds of ETFs fit the 4% rule, which quietly break it, and what happened to real SPY and AGG portfolios that started 4% withdrawals at the 2007 market peak.
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GuideBond ETFs, explained for retirees
What bond funds do in retirement, why long-term bonds fell hard in 2022 while Treasuries rose in 2008, and how to match bond funds to when you will spend the money.
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GuideLeveraged ETFs: why they decay
How daily resets make 2x and 3x ETFs drift from their target over time, when that helps and when it hurts, and what happens to retirement withdrawals from a leveraged fund.
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GuideHow option-income ETFs really work
What covered-call funds give up for their high payouts, what happened to $100,000 in QYLD and XYLD with the income spent, and how newer designs like JEPI try to keep more of the upside.
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GuideDividend growth vs high yield: which pays a retiree more?
Dividend growth funds pay less today; high-yield funds pay more. Here is what $100,000 in each actually paid out year by year since 2016, and what was left.
Read the guide →Technology & Innovation
Top lists →AI, semiconductors, cloud, cybersecurity, robotics and the internet economy.
Broad Technology39 ETFs · $396.77B
Semiconductor36 ETFs · $171.71B
Cryptocurrency59 ETFs · $88.43B
Artificial Intelligence29 ETFs · $38.82B
Cybersecurity9 ETFs · $18.90B
Internet17 ETFs · $13.52B
Robotics & Automation7 ETFs · $4.37B
Cloud Computing6 ETFs · $3.35B
Internet Infrastructure4 ETFs · $3.27B
Blockchain8 ETFs · $2.16B
Space4 ETFs · $1.76B
Big Data & Analytics6 ETFs · $998.1M
Social Media3 ETFs · $237.9M
E-commerce6 ETFs · $213.0M
Healthcare & Biotechnology
Top lists →Biotech, pharma, genomics, medical devices and healthcare services.
Finance & Real Estate
Top lists →Banks, capital markets, insurance, REITs and private markets.
Broad Real Estate42 ETFs · $124.11B
Broad Financials18 ETFs · $83.15B
Real Estate15 ETFs · $7.92B
Bank6 ETFs · $7.13B
Regional Bank4 ETFs · $5.83B
Homebuilder3 ETFs · $4.77B
Financial Services4 ETFs · $3.12B
Private Equity5 ETFs · $2.45B
Business Development Company (BDC)4 ETFs · $1.94B
Insurance3 ETFs · $1.16B
Mortgage REIT4 ETFs · $1.07B
Energy & Resources
Top lists →Oil & gas, clean energy, uranium, utilities, water and infrastructure.
Broad Energy23 ETFs · $58.70B
Broad Utilities13 ETFs · $40.11B
Infrastructure17 ETFs · $35.01B
Energy Infrastructure18 ETFs · $25.68B
Clean Energy12 ETFs · $16.58B
Natural Resources13 ETFs · $15.14B
Uranium6 ETFs · $11.94B
Water7 ETFs · $5.26B
Oil & Gas Exploration & Production10 ETFs · $4.06B
Oil Equipment & Services5 ETFs · $3.04B
Natural Gas5 ETFs · $1.17B
Commodities & Materials
Top lists →Gold, silver, copper and lithium miners, agribusiness, steel and materials.
Consumer & Retail
Top lists →Consumer brands, retail, travel, gaming, media and entertainment.
Fixed Income & Bonds
Top lists →Treasuries, corporates, munis and high yield.
Sustainable & Thematic Investing
Top lists →ESG, climate, electric vehicles, innovation and megatrend themes.
Other & Specialized Industries
Top lists →Aerospace & defense, transportation, shipping, industrials and niche plays.
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