Better Without Bonds? How Retirees Should Think About Fixed Income Right Now.
In general, avoid the long end of the yield curve. Yields get fatter the further out you go but also come with increased volatility. Continue Reading
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$100,000 in These 3 ETFs Pays About $465 a Month From T-Bills and CLOs: No Dividend Stocks, Almost No Rate Risk
Quick Read An equal $100,000 split across SGOV, JAAA, and CLOZ generates roughly $465 monthly at a blended 5.6% yield, no dividend stocks required. CLOZ's 7.35% trailing yield on BBB-B rated CLO tranches drives $204 of the monthly income b…
The Fed Just Raised Rates for the First Time Since 2023. These Six Funds Get a Raise With It
Quick Read The Fed's first rate hike since 2023 punishes AGG's fixed-coupon bonds, while USFR and TFLO automatically reprice higher, each returning roughly 2.8% year-to-date with zero duration risk. JAAA's AAA-rated CLO tranches returned 4…
If Stripped-Down Investing Leaves You Feeling Exposed, Try These for Cover
Most investors can benefit from simple indexing. But for better diversification and ballast, here are some add-ons. Continue Reading
Still Own the ‘Safe’ Bond Fund That Lost 13% in 2022? These 3 ETFs Do the Job It Was Supposed To
Quick Read AGG fell more than 12% in 2022 because duration risk turned a "safe" bond fund into a loser when the Fed hiked rates aggressively. USFR's weekly-resetting floating coupons let it gain nearly 2% in 2022, while JAAA's senior CLO t…
The $250,000 Life Insurance Check Cleared Six Weeks Ago and It’s Still in Checking. These 3 ETFs Turn It Into the Paycheck Your Spouse Used to Bring Home
Quick Read JEPQ, DGRW, and JAAA together can convert a $250,000 life insurance lump sum into monthly deposits that replicate a working spouse's paycheck. A $100,000 JEPQ allocation buys roughly 1,695 shares at $59, generating $8.46 annuali…
CDs Now Pay More Than Treasuries, the First Time Savers Have Seen This in Years. Here’s the 4.5% Move
Quick Read JAAA pays a 4.91% floating-rate yield that resets quarterly and rises if the Fed hikes, while CLOZ targets 7.22% by holding lower-rated CLO tranches that absorb losses first. Top online bank 3-year CDs now pay 4.50%, edging out…
Your Mortgage Didn’t Retire When You Did. These 4 ETFs Make the Payment Every Month
Quick Read A mortgage in retirement creates a monthly cash-flow problem after the paycheck disappears. SPYI and JAAA provide monthly distributions that can help align portfolio income with a recurring housing payment. HDV and VYM add quart…
A Record $8.4 Trillion Sits in Money Markets Earning 3.5%, Exactly What Inflation Runs. Real Return: Zero
Quick Read JAAA tops money market yields by 140 basis points; CLOZ extends that edge to roughly 370 by accepting mezzanine CLO credit risk. SPYI pairs S&P 500 exposure with a call-options overlay, posting an 18% one-year return and monthly…
Medicare Covers Your Heart but Not Your Teeth, Eyes, or Ears. These 3 ETFs Pay for What It Skips
Quick Read DGRW and PFFD pay monthly income designed to cover Medicare's gaps, which leave retirees exposed to $1,800 crowns and $6,000 hearing aids. JAAA's AAA-rated CLO tranches carry a decades-long zero-default record and pay floating-r…
September Is Historically the Worst Month for Stocks and These 3 ETFs Pay Up to 9 Percent While You Wait It Out
Quick Read BALI and DIVO use options overlays on large-cap portfolios to generate up to 9% yields during September's historically weak stretch for stocks. The S&P 500 averages negative September returns since 1928, and this year's VIX spik…
Janus Henderson’s JAAA Just Topped $30B. What’s Next For CLOs?
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors. You know what they say: CLOs one door, and another opens. One of the fastest-growing areas of the ETF industry is in coll…
Janus Henderson’s AAA CLO ETF (JAAA), the World’s Largest CLO ETF, Surpasses $30 Billion in Assets Under Management
JAAA, Industry Leader in AAA CLOs, Attracts over $5.7bn in Year-to-Date Net Inflows in 20261 Janus Henderson is the largest provider of active securitized ETFs in the U.S.2 DENVER, August 13, 2026--(BUSINESS WIRE)--Janus Henderson Investor…
Next big push in ETF industry? Why these risk assets are gaining traction as interest rate uncertainty persists
Collateralized loan obligations may become the next big push in the exchange-traded fund industry. VettaFi's Todd Rosenbluth suggests there's investor demand for the alternative assets due to ongoing interest rate uncertainty. "[CLOs have]…
Your 5% CD Is Gone and the Bank’s Renewal Offer Is Insulting. These 3 ETFs Keep Paying After the Fed Stops
Quick Read CD rates crashed to 1.68% nationally, but JEPI generates monthly covered-call income and VYM has returned 26% over the past year. JAAA holds AAA-rated CLO tranches with floating-rate coupons, delivering near-zero stock correlati…
Daily ETF Flows: Investors Scoop Up JAAA
etf.com Top 10 Creations (All ETFs) Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change QQQ Invesco QQQ Trust Series I 4,952.40 457,752.86 1.08% IVV iShares Core S&P 500 ETF 1,387.72 870,587.62 0.16% EWY iShares MSCI South Korea ETF 740…
3 Fixed-Income ETFs Show Why Yield Is Only Part of the Income Story
Key Points Interested in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF? Here are five stocks we like better. Fixed-income ETFs have attracted strong inflows as investors look for income without making a single bet on the directio…
Cash Is Still Paying Over 4 Percent and These 3 ETFs Squeeze Out More After-Tax Yield Than Any Money Market
Quick Read BOXX converts T-bill returns into long-term capital gains taxed at 20% instead of 37%, while JAAA pays 4.95% from AAA-rated CLO tranches. TFLO's Treasury floaters are exempt from state and local taxes, delivering up to 130 extra…
The 0.50% Fee Question: Active CLO Management or Cheap Alternatives
Quick Read CLOZ charges 0.50% to pick BBB-B CLO tranches, delivering 7% yield and 10% annualized returns versus JAAA's 5% at just 0.20%. Active management fees earn their keep in BBB-B CLO tranches where manager and vintage selection drive…
This Is the Bond Fund ETF That Actually Likes ‘Higher for Longer’
Quick Read CLOZ holds mezzanine CLO tranches that reset coupons with short-term rates, delivering a 7% yield and 11% annualized returns since 2023. Unlike AAA alternatives like JAAA, CLOZ pays meaningfully higher yield but moves with stock…
Forget JAAA. Its Bolder Sibling Pays 31% More From the Same Floating-Rate Playbook
Quick Read JBBB drops into BBB and B CLO tranches to deliver a 6.48% yield, which is roughly 31% more income than JAAA's 4.95% from the same floating-rate engine. JBBB's beta of 0.17 runs six times higher than JAAA's, meaning mezzanine CLO…
Tired of 4% Money Markets? This ‘Scary-Sounding’ Bond Fund Pays Nearly Double
Quick Read JBBB's 200+ floating-rate CLO tranches across 50+ managers pay ~7%, nearly double money-market rates, all while maintaining near-zero interest-rate duration. JAAA, the AAA-rated sister fund, returned ~5% over the past year with…
Daily ETF Flows: JAAA Inflows Total $381M
etf.com Top 10 Creations (All ETFs) Ticker Name Net Flows ($, mm) AUM ($, mm) AUM % Change VOO Vanguard S&P 500 ETF 1,442.62 990,599.22 0.15% IWM iShares Russell 2000 ETF 1,031.10 83,100.95 1.24% SPYM SPDR Portfolio S&P 500 ETF 932.57 158,…
Credit markets shrug off geopolitical turmoil as investors seek yield, SocGen says
[Umbrella.] artisteer/iStock via Getty Images Corporate credit markets are behaving more like a safe haven than a risk asset, holding steady despite renewed tensions in the Middle East, higher inflation readings and volatility across equit…
These 3 CLO ETFs Target a Niche Corner of the Fixed-Income Market
Key Points Interested in Janus Henderson AAA CLO ETF? Here are five stocks we like better. CLO ETFs such as JAAA, CLOZ, and CLOA give retail investors accessible exposure to a credit market once dominated by institutional buyers. Investors…
JAAA Markets Itself as the Safest CLO ETF, But the AAA Label Hides a Tail Risk Most Buyers Never See
Quick Read Janus Henderson AAA CLO ETF (JAAA) offers a 5.51% distribution yield versus 3.7% for Treasury bills and money market funds, with $27B in assets, but investors confuse the AAA credit rating with price stability when the rating on…
BOXX Mimics Treasury Yields With No Distributions and Lower Taxes, But the IRS Has Started Asking Questions
Quick Read Alpha Architect 1-3 Month Box ETF (BOXX) holds $11.4B in assets by replicating Treasury bill returns through S&P 500 box spreads that accumulate gains as price appreciation rather than distributions, delivering a 4% trailing 12-…
Willdan Stock Is Skyrocketing, but One Fund Still Cashed Out $7.7 Million
Bard Associates reported a major reduction in its Willdan Group(NASDAQ:WLDN) stake, selling an estimated $7.74 million of shares in the first quarter, according to a May 7, 2026, SEC filing. What happened According to a SEC filing dated Ma…
Midland Wealth Advisors Initiates Stake in Bluerock Private Real Estate Fund, According to Recent SEC Filing
What happened According to its SEC filing dated May 7, 2026, Midland Wealth Advisors, LLC reported initiating a new stake in Bluerock Private Real Estate Fund(NYSE:BPRE), buying 2,497,039 shares during the first quarter. The quarter-end po…
NBZ Investment Advisors Adds $3.8 Million Worth of This Global Equity ETF
What happened NBZ Investment Advisors LLC increased its holding in the First Eagle Global Equity ETF(NYSE:FEGE) by 78,360 shares in the first quarter of 2026, according to a recent SEC filing. The estimated transaction value was $3.8 milli…
Flaharty Takes a Fresh Stake in Cloud Computing With $19.1M SKYY Position
What happened According to a recent SEC filing, Flaharty Asset Management, LLC, initiated a new position in the First Trust Cloud Computing ETF(NASDAQ:SKYY), acquiring 163,815 shares during Q1 2026. The estimated transaction value was $19.…
The CLO ETF State Street Spotlighted as 2026’s Yield Frontier
Quick Read AAA CLOs work best as short-duration cash-plus sleeves, not core bond holdings, especially as Fed rate cuts compress coupons and prepayment risk rises. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Alter…
Inspirion Wealth Loads Up on AAA-Rated CLO ETF -- Is This Income Play Worth a Look?
What happened According to an SEC filing dated April 08, 2026, Inspirion Wealth Advisors increased its position in BlackRock ETF Trust II - iShares AAA CLO Active ETF (NASDAQ:CLOA) by 63,417 shares. The estimated trade value, based on the…
Flaharty Sold $13 Million of First Trust Global Tactical Commodity Strategy Fund
Key Points Flaherty sold 524,260 shares of FTGC in the fourth quarter. Quarter-end value of the position decreased by $14.8 million, reflecting both share sales and price movement. Change represents 1.8% of Flaharty Asset Management’s repo…
Flaharty Sold $13 Million of First Trust Global Tactical Commodity Strategy Fund
On February 6, 2026, Flaharty Asset Management, LLC disclosed in a U.S. Securities and Exchange Commission filing that it sold 524,260 shares of First Trust Global Tactical Commodity Strategy Fund(NASDAQ:FTGC) in the fourth quarter of 2025…
Flaharty Buys $15 Million of First Trust Enhanced Short Maturity ETF
On February 6, 2026, Flaharty Asset Management, LLC disclosed a new position in First Trust Enhanced Short Maturity ETF(NASDAQ:FTSM) , where it bought 247,122 shares in the fourth quarter. What happened According to a SEC filing dated Febr…