The Hidden Tradeoffs Between Dividend Income and Total Return

Dividend investing and total return investing are often presented as competing philosophies, each with its own set of loyal ...

Could Investing $2,000 in the Schwab U.S. Dividend Equity ETF Make You a Millionaire?

The Schwab U.S. Dividend Equity ETF has been enriching investors since its inception in late 2011. It has delivered an ...
InvestmentNews

Now is the time for a total return strategy, says Morgan Stanley strategist

Now is the time for a total return strategy, says Morgan Stanley strategist Vishal Khanduja, managing director at Morgan Stanley Investment Management, sits down with InvestmentNews anchor Gregg ...

Annualized Total Return Formula and Calculation

Annualized total return gives the yearly return of a fund calculated to demonstrate the rate of return necessary to achieve a ...

3 Things Investors Need to Know About the YieldMax MSTR Option Income Strategy ETF in 2026

If you dig into the backstory, ultra-high yield YieldMax MSTR Option Income Strategy ETF probably won't be as attractive as ...

Madison Dividend Income Fund Q4 2025 Investment Strategy Letter

For Q4, Madison Dividend Income Fund (Class I) returned -0.2%, which compared to the S&P 500 Index, Russell 1000 Value Index ...
Seeking Alpha

BTCI: Effective Strategy Reflected In Total Return

BTCI offers a high 27.8% yield using a covered call strategy on Bitcoin, appealing to income-focused investors. The fund’s approach limits the upside during Bitcoin rallies, but this trade-off is ...
Morningstar

Which Should Come First When Investing for Retirement: Total Return or Income Generation?

The standard recommendation for investing for retirement is a straightforward one: Invest 10% (or more!) of your annual income, preferably via a tax-deferred account such as a 401(k) plan with an ...