alengo It’s been a little while since I’ve published a portfolio review, but in recent months, I’ve continued to take strides reshaping my portfolio into my desired long-term form, so I wanted to take some time this week to provide an update for everyone. In short, I’ve been intensely focused on accumulating shares of blue…
Originally published on Unchained.com. Unchained is the official US Collaborative Custody partner of Bitcoin Magazine and an integral sponsor of related content published through Bitcoin Magazine. For more information on services offered, custody products, and the relationship between Unchained and Bitcoin Magazine, please visit our website. The following is an excerpt from “Your Wealth is…
JamesBrey Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD) is an outstanding dividend growth ETF, which I have highlighted as my favorite in a recent article. In fact, if I were limited to owning just one dividend growth ETF, SCHD would be my choice. Despite its many strengths, however, SCHD does have a few shortcomings for income-focused…
luxizeng Melco Resorts & Entertainment Limited (NASDAQ:MLCO) recently reported its latest quarterly results, highlighted by an ongoing rebound at the company’s Macau, China casino properties. Data shows regional tourism and gaming revenues are back on track to reclaim pre-pandemic records. We covered MLCO in 2023 with a bullish article that admittedly suffered from poor timing,…
SusanneB This article is part of a series that provides an ongoing analysis of the changes made to Yacktman’s 13F stock portfolio on a quarterly basis. It is based on Yacktman Asset Management’s regulatory 13F Form filed on 5/2/2024. Please visit our Tracking Yacktman Asset Management series to get an idea of their investment philosophy…
Income from your assets is critical to your retirement. MicroStockHub The investment environment of the 2020s will be the flipside of the last 15 years’ negative interest rates and quite the opposite of the broad domestic investment experience since 1981 when 10-year US Treasury yields peaked at 15.32%. Since 1981, stocks, bonds and real estate…
SeanShot Introduction I have good news! Bloomberg reported that commercial real estate debt is making a comeback. Investors have bought close to $25 billion of new commercial mortgage-backed securities so far this year. That’s 170% more compared to the same period in 2023. Last year, CMBS issuance suffered from the bankruptcies of smaller regional banks,…
Birute/iStock Editorial via Getty Images Dear readers/followers, Telia has not been an easy stock to own over the past few years. I overestimated what sort of timeframe the company would recover, and the addition or inclusion of content-oriented portfolio assets like TV4 in the business has diluted the value and made the recovery and upside…
PM Images The PIMCO High Income Fund (NYSE:PHK) is a closed-end fund that income-focused investors can employ as a means of achieving their goals. This seems only logical given that the name of the fund strongly implies that its intent is to provide its shareholders with a very high level of current income. The fund…
filadendron Co-authored by Treading Softly In sports, it is important to have a solid defense, but a common phrase goes, “The best defense is a good offense.” The concept behind this phrase is that aggressively scoring points puts pressure on the opposing team to keep up. This gives you two ways to win – either…
MarekUsz/iStock via Getty Images By Albert Grosman & Brian Lund, CFA Picking the Right Odds, Not the Right Horse Market Overview Spotting a secular trend and identifying the winners, as many small cap investors are trying to do with AI- and bitcoin-related beneficiaries, is a time-honored investment strategy that has made investors a lot of…
Rasi Bhadramani By Reed Cassady, CFA, Albert Grosman & Sam Peters, CFA AI Solutions Require Solving Power Problems Market Update The market is focused on the transformative potential of artificial intelligence (‘AI’) but, in our view, has not come fully to grips with the real-world bottlenecks attached to this emerging technology. While markets appear to…
think4photop By Michael Clarfeld, CFA & Chris Eades Cyclical Kick Helps Midstream Lead Equities Market Overview and Outlook A boost for cyclical sectors amid rising oil prices helped energy infrastructure stocks outperform equities in the first quarter. Winter storms dampening production across several U.S. oil fields, a weaker U.S. dollar and lower production levels by…
Daniel Grizelj Thesis The iShares MSCI EAFE ETF (NYSEARCA:EFA) is an equity exchange-traded fund. The fund represents the main offering for EMEA equities aggregators (Europe, Middle East, and Africa), at a $52 billion AUM. The vehicle seeks to track the investment results of the MSCI EAFE Index, and provides retail investors with overseas equity exposure…
Anthony Bradshaw This article focuses on portfolio management in an era of less structural disinflation, and more broadly how a portfolio can be improved relative to the basic 60/40 portfolio. The 60/40 Portfolio The benchmark portfolio concept that many investors use is the 60/40 portfolio, which refers to 60% stocks (SPY) and 40% bonds (BND)….
BalkansCat There is an old investment axiom to be greedy when others are fearful, and fearful when others are greedy. In the case of BCE Inc. (NYSE:BCE), it appears investors are certainly fearful, as the stock has lost an incredible 28% in the past year when the rest of the markets have been powering higher…
Jordan Feeg By Garey J. Aitken, CFA, & Michael Richmond, CFA Upgrading Portfolio Quality into Strength – Market Overview After nearly two years of managing through steadily higher policy rates and regular prognostications of economic troubles, investors clearly expected 2024 to be a transition year. Rather than a change, the first quarter of 2024 looked…
alubalish/E+ via Getty Images “Looming retirement crisis.” These are the words of the CEO of the world’s largest asset manager, BlackRock, Inc. (BLK). Larry Fink has warned investors of a retirement crisis in the future as pension savings fail to keep up with the ever-increasing longevity, thanks to medical breakthroughs. While increasing longevity is a…
igoriss EPR Properties (NYSE:EPR) is an entertainment-focused real estate investment trust with a unique portfolio and income opportunities in the experiential market. The REIT has a broad footprint in various entertainment segments and produced high single digit FFO growth in 2023. The company is still seeking to reduce its exposure to movie theaters, which are…
bibikoff/iStock via Getty Images For many investors, navigating the complexities of the financial markets can feel like a jungle. Trapped between the allure of high returns and the fear of significant losses, indecision makes it easy to feel paralyzed. This past year, I embarked on an experiment to inject fun and clarity into the investment…
JacobH/E+ via Getty Images ASP Isotopes (NASDAQ:ASPI) epitomizes the type of company we’re drawn to cover: undervalued and overlooked, yet poised to disrupt significant markets with their proprietary technologies. Despite being in the early stages of its journey, ASPI has impressed us with CEO Paul Mann’s adept navigation of the strategic roadmap. Since its inception…
JamesBrey Investing in high-yield, low-risk dividend stocks is a popular strategy with many retirees and conservative-oriented investors due to its focus on generating dependable passive income while simultaneously preserving or even growing principal over the long term. In contrast to growth stocks that generate their entire total return through capital appreciation, dividend stocks generate total…
primeimages Energy Transfer LP (NYSE:ET) is among the largest midstream companies, with a market capitalization just over $50 billion. The company has a dividend just a hair over 8%, and its share price remains near 52-week highs. The company has continued to invest in its growth and income generation, making it a valuable long-term investment….
Hiraman Can ETFs and stocks coexist in a portfolio and make that portfolio better? ETF or index ETF investing versus do-it-yourself dividend growth investing is always a big debate. You know I favor stock investing, but I keep an open mind. There is room for ETFs even if you invest in stocks. I see both…
Donny DBM/iStock via Getty Images By Reed Cassady, CFA, Sam Peters, CFA, & Jean Yu, CFA The Internal Engine of Returns Market Overview We have previously written about how a lifetime of being a pilot can influence how one approaches portfolio management. The basic principle of flying is to generate lift, while the basic principle…
Richard Drury Rose’s Income Garden Portfolio Rose’s Income Garden “RIG” portfolio ended March with 83 stocks from all 11 sectors with a goal to keep a majority of income from defensive quality investment-grade common stock. The other investments and especially the financial sector has high yield (HY), business development companies (BDCs), a few mREITs, preferred…
Trevor Williams By Scott Glasser | Michael Kagan | Stephen Rigo, CFA Paths to Outperformance Broaden Beyond Tech Market Overview The soft landing rally that took hold in November 2023 continued in 2024’s first quarter. The S&P 500 Index advanced in each month of the quarter, bringing the benchmark’s winning streak to five consecutive months…
Hiraman By Jeffrey Bailin, CFA & Aram Green Benchmark Concentration Even More Severe in Small Growth Market Overview Entering 2024, we were hopeful that, after a year of extreme relative underperformance versus large cap peers, conditions were aligning for a broadening market more favorable for small cap stocks. Thus far, it has been more of…
Vintage Business Man RyanJLane/E+ via Getty Images Growth and income: These are two of the main portfolio styles that investors tend to identify with. Many younger investors like high growth tech stocks, while older investors tend to prefer dividend stocks that bring in consistent income. Truthfully, there is no fundamental reason to choose between growth…
mikkelwilliam Co-Authored with Total Return Investor Revisiting Julia 2023 The concept of an All-Weather Portfolio – a portfolio that can perform satisfactorily in any market conditions, without any need for buying or selling – is not a new one. The “60/40” portfolio – 60% stocks, 40% bonds – is an idea that’s been around since…
Sakorn Sukkasemsakorn 2023 Stock Market Review The market in 2023 was a tough one to figure out as the “Magnificent 7” of big tech marched higher while the rest of the market spun its wheels waiting for the recession that still hasn’t come. The debt ceiling drama turned into a nothing burger and rising interest…
thitivong John’s portfolio hasn’t been as active as his spouse Jane’s (especially when you look at the trade history in the Roth IRA), and to be honest, that’s the way we prefer it because when you have a retiree that is at the point of drawing RMD’s certainty and consistency is the name of the…
Pogonici By Peter Bourbeau & Margaret Vitrano Staying Disciplined in a Broadening Market Market Overview The positive momentum of 2023 extended into the first quarter as a likely economic soft landing and being past the peak of monetary tightening sent stocks broadly higher. The S&P 500 Index (SP500, SPX) advanced 10.56% for its best start…
Dilok Klaisataporn 4-Factor Dividend Growth Portfolio The 4-factor dividend growth portfolio was launched on November 1st, 2022. You can read about the strategy, stock selection process, and portfolio construction in this 4-Factor Dividend Growth Portfolio article. In a nutshell, the strategy leverages the stock selection process of Schwab U.S. Dividend Equity ETF (SCHD), or rather…
Dragon Claws Introduction: This article is for retirees and income investors. If you are young and have many decades away from retirement, you probably have better choices. However, income may be needed not only for retirement but also for other reasons. For example, if you work for a job or business that is not highly…
William_Potter This article is part of a series that provides an ongoing analysis of the changes made to Harris Associates 13F stock portfolio on a quarterly basis. It is based on Harris Associates’ regulatory 13F Form filed on 2/14/2024. William Nygren’s 13F portfolio value increased from $51.39B to $58.34B this quarter. The portfolio is diversified…
tang90246 This article is part of a series that provides an ongoing analysis of the changes made to BAMCO Inc.’s 13F stock portfolio on a quarterly basis. It is based on Ron Baron’s regulatory 13F Form filed on 2/14/2024. The 13F portfolio value increased from $34.42B to $37.55B this quarter. The holdings are diversified with…
Bet_Noire By Brian Levitt, Global Market Strategist It’s been four years since the world shut down because of the coronavirus outbreak. The events of those first weeks of the shutdown still haunt me. I can vividly remember walking through an empty Times Square for what would be my last in-person CNBC Squawk Box appearance for…
Consumer Portfolio Services, Inc. (NASDAQ:CPSS) Q4 2023 Earnings Conference Call March 18, 2024 1:00 PM ET Company Participants Charles Bradley – Chief Executive OfficerMichael Lavin – President and Chief Operating OfficerDanny Bharwani – Chief Financial Officer Operator Good day, everyone, and welcome to the Consumer Portfolio Services 2023 Fourth Quarter Operating Results Conference Call. Today’s…
Torsten Asmus February represented a fantastic month for income generation, with growth of 15.52% for the month of February (compared to income generated February 2023). Income growth is looking strong, but I have some concerns as the DJIA, S&P500, and Nasdaq all continue to push record highs. When I see situations like this, I put…
PM Images Introduction In my quest to re-create institutional, complex portfolio strategies using “off-the-shelf” vehicles available to retail investors (AKA, most of my readers), I’ve stumbled upon a new tool: XXXX. The MAX S&P 500 4X Leveraged ETNs (NYSEARCA:XXXX) is an exchange-traded note (“ETN”) that aims to return 4x the daily returns of the S&P…
A-Ko-N/iStock via Getty Images Welcome to another installment of our BDC Market Weekly Review, where we discuss market activity in the Business Development Company (“BDC”) sector from both the bottom-up – highlighting individual news and events – as well as the top-down – providing an overview of the broader market. We also try to add…
Paras Griffin This article is part of a series that provides an ongoing analysis of the changes made to Ariel Investments’ 13F stock portfolio on a quarterly basis. It is based on Ariel Investments’ regulatory 13F Form filed on 2/14/2024. John Rogers’ 13F portfolio value increased from $9.45B to $10.04B this quarter. The portfolio is…
da-kuk February saw forward progress in meeting my 2024 goals that I wrote about in my 2023 review. As a recap, there are a few things I’m working to achieve in 2024 as I reconfigure and clean up my portfolio while also continuing to have quality dividend growth and a diverse portfolio. 1. Maximize contributions…
PM Images This was another interesting week in the markets. The S&P 500 was basically flat as it decreased by -0.03%, while the Nasdaq declined by -0.95%. We’re less than a week away from the upcoming Fed meeting, and CME Group is projecting that there is a 97% chance that rates will remain unchanged. Fed…
Editor’s note: Seeking Alpha is proud to welcome SA Editor Vijay Krishnan as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » MarsYu Table 1: Performance of the Aegis…
jacoblund/iStock via Getty Images Investment Thesis Have you ever imagined having a diversified dividend portfolio that not only offers an elevated likelihood of favorable investment results due to its reduced risk level, but also the potential to enhance your lifestyle? For example, allowing you to attend your favorite team’s next baseball, basketball, or football game…
Sundry Photography We just added Applied Materials (NASDAQ:AMAT) to our Robo24MP Model Portfolio because it has our proprietary SID Buy Signal which is required to get into this portfolio. With this Robo portfolio we delete stocks when they lose our SID Buy Signal and replace them with stocks that have a strong SID Buy Signal….
Start Time: 16:30 January 1, 0000 5:13 PM ET The Duckhorn Portfolio, Inc. (NYSE:NAPA) Q2 2024 Earnings Conference Call March 07, 2024, 16:30 PM ET Company Participants Deirdre Mahlan – Interim President, CEO and Chairperson Jennifer Fall Jung – EVP and CFO Sean Sullivan – EVP, Chief Strategy and Legal Officer Ben Avenia-Tapper – VP,…
Ethan Miller This article is part of a series that provides an ongoing analysis of the changes made to David Einhorn’s Greenlight Capital 13F portfolio on a quarterly basis. It is based on Einhorn’s regulatory 13F Form filed on 2/14/2024. Please visit our Tracking David Einhorn’s Greenlight Capital Holdings article series for an idea on…