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QDVO: You Can Have It All
Seeking Alpha· 2025-09-24 03:39
I recently wrote about the Fidelity High Dividend ETF ( FDVV ), which attempts to deliver strong capital growth and a high dividend, but does neither very well. Investors can't have it all - including growth stocks lowers the yield, and including dividend payers hurtsMy approach is long-term and I focus on investing in macro ideas through low risk ETFs and CEFs. I have traded stocks and currencies for nearly ten years and currently run a family fund with my partner and fellow SA contributor Andrew McElroy. ...
A Cure For Novo Nordisk
Seeking Alpha· 2025-08-14 01:34
公司股价表现 - Novo Nordisk (NVO) 股价已下跌70%至45美元 接近2022-2024年显著上涨行情的起点水平 [1] 行业现状 - 公司所在行业目前不受市场青睐 [1] 投资策略 - 长期投资视角 通过低风险ETF和CEF投资宏观主题 [1] - 交易股票和外汇近十年经验 目前管理家族基金 [1] 作者背景 - 同时投资房地产领域 并担任自由撰稿人 [1]
DoorDash: Positioned For Profits
Seeking Alpha· 2025-05-28 19:48
DoorDash财报发布 - DoorDash于5月6日发布财报 市场反应不一 [1] - 公司尚未实现稳定盈利 但处于成长阶段 [1] - 运营利润和市盈率等指标可能分散对核心增长潜力的关注 [1] 分析师背景 - 分析师采用长期投资策略 专注于通过低风险ETF和CEF投资宏观主题 [1] - 分析师拥有近十年股票和外汇交易经验 目前管理家族基金 [1] - 分析师同时投资房地产 并担任自由撰稿人 [1]