The market is obsessed with AI, creating attractive opportunities elsewhere. I share where I am finding some of the best opportunities today. I also detail two of the most attractive buying opportunities I have seen in a while.
The Dividend Harvesting Portfolio delivered a 31.86% return on invested capital and $2,688.84 in forward annualized dividend income. I expect financials and technology to outperform in 2026, driven by lower rates, AI adoption, and expanding GDP. Recent additions include GPIQ for its dynamic covered call strategy and STWD for its high yield and undervaluation.
These yields look good, but not great, until you see what's happening under the hood. The market is missing why these payouts may keep growing at a high pace through the next half-decade at least. One structural advantage these stocks enjoy that most income investors haven't noticed yet.
A historic setup with a simultaneous supply cliff and debt wall is forming right under investors' noses. Meanwhile, old fears are masking a powerful cash flow inflection for one of my favorite buying opportunities right now. I share two opportunities that have a very rare combination of high-quality management and balance sheets, impressive fundamental strength, and clearly attractive valuations.
Covered call ETFs promise high income and outperformance in sideways or declining markets, but face opportunity cost in bull markets. Despite strong AuM growth and new launches like NEOS MLP & Energy Infrastructure High Income ETF (MLPI), Covered Call ETFs are structurally suboptimal with inherent negative alpha. Covered call ETFs consistently underperform not only in rising markets due to capped upside, but also during market declines.
AMLP offers an 8.24% yield from midstream MLPs required to distribute 90% of profits to shareholders. VYMI returned 33.78% year-to-date while avoiding AI exposure through international dividend stocks.
Given the muted oil outlook for 2026, now may be an ideal time for investors to diversify their energy exposure. With consensus pointing toward an oil supply surplus next year, investors expect prices to remain muted.
Two key forces drove investors' November interests on this ETF content platform: the strategic hunt for durable growth amidst tech volatility, and the perennial demand for income and alternative diversification. The five most popular articles on our platform last month reflect this split.
Private equity firms maintain a robust appetite for energy infrastructure, actively capitalizing on the sector's stable cash flows and strategic importance, even as some have exited investments in recent years. In a significant transaction this April, Brookfield Infrastructure acquired Colonial Enterprises for approximately $9 billion.
I am bullish on Alerian MLP ETF (AMLP), which offers high-yield exposure to established U.S. midstream energy infrastructure. AMLP's holdings generate stable, fee-based cash flows insulated from commodity price swings, supporting yields exceeding 8%. The ETF avoids K-1 tax complexity, providing diversified, tangible asset-backed income with a standard 1099.
In a fast-evolving energy landscape, Energy Transfer (ET) is capitalizing on burgeoning demand from U.S. data centers. The midstream company is leveraging its extensive pipeline network to secure new contracts and sustain robust project returns.
High-yield ETFs can provide investors with a solid stream of income in retirement. The Schwab U.S. Dividend Equity ETF is a solid dividend ETF that can help investors avoid value traps.