Stay-At-Home Stocks Still Have Life

The Covid-19 pandemic has changed our world and lives in ways we never thought were possible before the global shutdown. One of the biggest changes was how we work and, more specifically, where we work.

I, for one, have worked from home for about a decade. At first, it was a big change that took some time to get used to, particularly the freedom of minimal oversight. But that can also be bad due to the self-control it takes to accomplish your work. Another challenge working from home is the self-imposed isolation or lack of in-person human interaction. While this isolation can help reduce distractions, it can also lower overall happiness and mental health.

At the beginning of the pandemic, nearly every friend I spoke to said they "loved" working from home - no more commute, no boss looking over their shoulder, and no more small talk with unlikeable co-workers. A few months in, more than half of the same people who said they loved working from home had started to say that they were "over it" and wanted to return to the office a few days a week.

Now, two years later, we are seeing a lot of different work arrangements. We have a group of people who have fully embraced the remote work life. Then there are the hybrid workers, in the office 2 or 3 days a week and work from home the rest. Finally, we have the office lovers ready and willing to be back full-time.

A January 2022 survey reported the preferences of people who can perform most of their job duties report. Of that group, 60% of people wanted to either work from home full-time or at least some of the time. 22% said they rarely or never wanted to work remotely. Furthermore, 64% said remote work made it easier to balance work and personal life, while 60% said they feel less connected to co-workers when they worked from remote offices. Continue reading "Stay-At-Home Stocks Still Have Life"

3 Stay-At-Home ETFs For Your Portfolio

As we continue to deal with the world-wide pandemic and the changes to our daily lives as we knew them before Covid-19, most people would agree a lot has changed. There have even been a few coined terms in the investing world that have arisen from the pandemic, with the most popular being the "stay-at-home stocks. For a large part, this new phrase has become the 'new' FANNG stock group.

The stay-at-home stocks have been on a tear this year as they have seen their popularity not only as investments increase, but they have more users who, in most cases, are spending more money. Revenues from these companies have grown at a tremendous clip in 2020. Even though some are still not yet profitable, many believe it is just a matter of time until they become wildly profitable and monster growth stocks for years to come.

The most popular reason for this type of thinking is not because people believe the pandemic will last for years and years, but because the pandemic has changed our lives so that we will not likely revert to our old habits styles of living. For example, many believe Zoom Video (ZM) has already become a verb and will dramatically reduce the need for some business travel and a large amount of 'in person' meetings that we all used to sit in on. Furthermore, the reduced need for 'in person' meetings will likely continue to reduce the need for employees working out of a central office instead of working remotely.

There are countless ways how the pandemic and the 'new normal' has changed our lives and how these 'stay-at-home stocks' will continue to perform well in the future. So, let's look at a few ETFs that focus on the 'new normal.' Continue reading "3 Stay-At-Home ETFs For Your Portfolio"