A Better Way to Use Leverage in Your ETF Portfolio
11/01/24 • 26 min
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Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, talks about the best way for most retail investors to leverage and which leveraged ETFs look promising. Travis Miller, strategist for Morningstar Research Services, discusses how tech companies are looking to nuclear energy to fuel data centers’ surging demand.
Why Leverage Has a Debatable Reputation in Investing
Volatility Drag and Leveraged ETFs
Why Does Leverage Kill ETFs?
What Are ETPs?
A Better Way for Investors to Use Leverage in Their Portfolio
How Can Investors Add Leverage to Their Portfolio Without Volatility Drag?
Costs of Leveraged ETFs
How Most Investors Should Gain Exposure to Leverage
Do Leveraged ETFs Show Promise?
What’s Coming Up in the Markets?
How Much Energy Does a Data Center Need to Run?
Why Small Modular Reactors Could Be Key to Powering Data Centers
Are Carbon-Free Pledges Driving Companies Toward Nuclear Energy?
Which Utilities Companies Are Next to Sign Data Center Deals?
Is This Shift Toward Nuclear Energy Larger Than Just AI?
What to Look for in Utilities Companies’ Earnings
Utilities Stock Picks
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Subscribe to Morningstar's ETFInvestor Newsletter.
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Bryan Armour, director of passive strategies research for North America for Morningstar Research Services, talks about the best way for most retail investors to leverage and which leveraged ETFs look promising. Travis Miller, strategist for Morningstar Research Services, discusses how tech companies are looking to nuclear energy to fuel data centers’ surging demand.
Why Leverage Has a Debatable Reputation in Investing
Volatility Drag and Leveraged ETFs
Why Does Leverage Kill ETFs?
What Are ETPs?
A Better Way for Investors to Use Leverage in Their Portfolio
How Can Investors Add Leverage to Their Portfolio Without Volatility Drag?
Costs of Leveraged ETFs
How Most Investors Should Gain Exposure to Leverage
Do Leveraged ETFs Show Promise?
What’s Coming Up in the Markets?
How Much Energy Does a Data Center Need to Run?
Why Small Modular Reactors Could Be Key to Powering Data Centers
Are Carbon-Free Pledges Driving Companies Toward Nuclear Energy?
Which Utilities Companies Are Next to Sign Data Center Deals?
Is This Shift Toward Nuclear Energy Larger Than Just AI?
What to Look for in Utilities Companies’ Earnings
Utilities Stock Picks
Read about topics from this episode.
Subscribe to Morningstar's ETFInvestor Newsletter.
The AI Revolution Is Ready to Power Up. It Just Needs Electricity
Utilities: Falling Interest Rates, Growth Outlook Boosting Stocks
What to watch from Morningstar.
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Is Your Portfolio Built to Withstand a Market Rotation?
Inherited IRA Rules: What You Need to Know Before 2025
How to Find the Best Health Savings Account
Read what our team is writing:
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
Previous Episode
How to Retire: Understand and Plan for Long-Term Care
Christine Benz, Morningstar’s director of personal finance and retirement planning, interviews financial experts about different aspects of retirement in ‘How to Retire,’ the companion podcast to her book of the same name. In this episode, Christine talks with author and researcher Howard Gleckman about long-term care.
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Key Takeaways
Hi, I'm Christine Benz from Morningstar and welcome to the How to Retire podcast. It's a companion to my book, which is also called How to Retire. Each episode will provide a bite-sized lesson about how to do some aspect of retirement well.
If you read my work regularly, you know that I'm a little bit obsessed with the topic of long-term care, not just how to pay for it, but also all of the other dimensions of it, like the impact on families. To help discuss that topic, I reached out to Howard Gleckman. He is the author of a book called Caring for Our Parents, and he is also a Senior Fellow at the Urban Institute, where he is affiliated with the Tax Policy Center and the Program on Retirement Policy. He also writes a great blog for Forbes. I asked him to discuss the basics of long-term care, as well as the financial ramifications and implications for caregivers.
More from Howard Gleckman
Caring For Our Parents, by Howard Gleckman
Howard Gleckman on The Long View: ‘We Pretend This Isn’t a Problem’
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Worried About Long-Term Care Expenses? Let’s Do Something About It.
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How to Retire: Prioritize Tax Planning in Retirement
How to Retire: Transition from Saving to Spending
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How to Retire: Understand the Role of Working Longer
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Read what our team is writing:
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Next Episode
A Simpler Medicare Part D Is Coming. Here's How It Could Save You Money
Mark Miller, Morningstar contributor, talks about the new $2,000 out-of-pocket cap for Medicare Part D coming in 2025. Plus, learn what you should know before switching between Medicare Advantage and traditional Medicare during open enrollment.
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What to watch from Morningstar.
A Better Way to Use Leverage in Your ETF Portfolio
Apple Earnings Are on Deck. Will Apple Intelligence Help Drive iPhone Sales?
Is Your Portfolio Built to Withstand a Market Rotation?
Inherited IRA Rules: What You Need to Know Before 2025
Read what our team is writing:
Follow us on social media.
Facebook: https://www.facebook.com/MorningstarInc/
X: https://x.com/MorningstarInc
Instagram: https://www.instagram.com/morningstar...
LinkedIn: https://www.linkedin.com/company/5161/
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