Many small investors are holding larger-than-normal amounts of cash now as a buffer against a volatile stock market that is near all-time highs and loads...
Neena Mishra, CFA
Articles by this author
Shrewd Investor: Chinese Stock Rally
Chinese stocks are the hot new asset class, despite double-digit losses every year since the end of the Pandemic. The MSCI China Index jumped 20%...
Hedging Currency
Stock valuations in foreign markets may look more attractive than those in the US, but any profits earned are translated into US dollars, which float...
Capital-Protection ETFs
How does this sound? You invest in an exchange-traded fund (ETF) that tracks the S&P 500 for the next year, and no matter what happens,...
Bitcoin ETFs
After years of delay, the SEC has approved 11 Bitcoin exchange-traded funds (ETFs), so now you can trade the cryptocurrency as easily as stocks. Some...
Securitized Income ETFs
The ugly bear market in bonds has left income investors wary of bond funds. But there’s another way to diversify your fixed-income portfolio and boost...
Foreign Bonds
Most investors understand the value of foreign stocks in equity portfolios—diversifying can provide higher returns and fewer ups and downs because worldwide markets don’t always...
How to Benefit from Inverse ETFs
If you have ever lost money in the stock market because you listened to investment guru Jim Cramer, there’s a new exchange-traded fund (ETF) for...
Best Exchange-Traded Funds for Foreign Investing
Researching individual stocks in other countries can be challenging. Many don’t even trade on US exchanges. The easiest way to get exposure and diversification is...
Can AI Beat the Market?
Should you let a supercomputer pick stocks for your retirement portfolio? Bottom Line Personal asked analyst Neena Mishra, CFA… More than two dozen exchange-traded funds...
Covered Call ETFs
Many analysts are predicting we won’t see a bull or a bear market this year. Instead, stocks could remain unpredictable, moving up and down in...
China’s Comeback
US stocks soared back in 2021, as the economy began to emerge from the pandemic. Now it’s China’s turn. Yes, there’s a ton of risk,...
