ETF Monkey

ETF Monkey
It's your money. Your investment plan. Your retirement. Let the Monkey help you make sense of it all, with financial and portfolio concepts explained simply, and all in an ad-free environment.
Created 20 May 2021
13
Posts
4
Likes
0
Comments
0
Mentions
  • HSA Accounts: A Tax-Advantaged Triple Threat
    22 Oct 2021 • 6 min read
    For many Americans, whether receiving health benefits through a private employer or one of the ACA exchanges, November 1 marks the start of the annual open enrollment period. It is because this date i...
  • ETF Monkey Personal Portfolio Update - Q3 2021
    03 Oct 2021 • 4 min read
    This past July, I offered readers a peek into my personal portfolio for the first time in almost 2 years. As the tagline above teases, I am now back to report on a truly unique quarter for me. The Bot...
  • Added RIET To My Personal Portfolio
    28 Sep 2021 • 1 min read • 1 0
    Just a brief note for today. On September 22, Hoya Capital Real Estate, a research-focused investment advisor with expertise in real estate securities, released its second ETF, the Hoya Capital High D...
  • RIET: High Dividend Potential With This Unique Real Estate ETF
    22 Sep 2021 • 6 min read • 2 0
    In March, 2019, Hoya Capital Real Estate, a research-focused investment advisor with expertise in real estate securities, released its first ETF, the Hoya Capital Housing ETF (HOMZ). Roughly two-and-a...
  • Recency Bias - And Foreign Stocks
    30 Jul 2021 • 1 min read
    Just a quick note as we head into the weekend. I got to thinking about the concept of recency bias this past week. Recency bias been defined as “the unfounded conviction that recent trends will contin...
  • 4 Portfolios Give You The World For Under 7 Basis Points
    23 Jul 2021 • < 1 min read • 1 0
    It’s just shy of 4:45 pm Friday afternoon my time as I write this briefest of notes. Just dropped an article for TheStreet.com based on the headline topic. This is not exotic stuff for you investment ...
  • Portfolio Evolution - Simplifying My Allocation To Utilities
    23 Jul 2021 • 2 min read
    If you were to compare my most recent ‘Take a peek into ETF Monkey’s portfolio’ offering with an earlier version, you would notice something. Actually, you would notice several things. But, for this n...
  • Thinking Of Buying A Rental Property? Consider Idiosyncratic Risk
    15 Jul 2021 • 5 min read
    In my first-ever post for TheStreet.com, I featured a relatively new real estate-focused ETF which was designed to specifically track the housing market. In the article, I featured that I was in the p...
  • A Peek Into ETF Monkey's Personal Portfolio - Q2 2021
    01 Jul 2021 • 2 min read
    ETF Monkey was introduced to the world on June 3, 2015, when I wrote my very first article using this pseudonym for Seeking Alpha. Covering the Vanguard Total Stock Market ETF (VTI), it ultimately led...
  • Added HOMZ To My Personal Portfolio
    28 Jun 2021 • 1 min read
    In August, 2019, I was among the first ETF-focused authors to review a recently-introduced ETF from Hoya Capital Real Estate, a research-focused investment advisor with expertise in real estate securi...
  • View More on Substack »