These fortress stocks can protect investors' portfolios as volatility rips through Wall Street
CNBC: Investing
AUGUST 6, 2024
These stocks may provide investors' portfolios with some stability amid market tumult.
Investors Portfolio Stock 
Blackrock says bitcoin will be a good portfolio diversifier despite its recent rally with stocks
CNBC: Investing
MARCH 25, 2024
Robert Mitchnick, BlackRock's digital assets lead, discusses what bitcoin correlations and risk mean for investors' portfolio construction.
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Trending Sources
Value investor Bill Nygren looking outside of crowded megacap tech, adds cheap financial stock
CNBC: Investing
SEPTEMBER 23, 2024
Bill Nygren, portfolio manager at Oakmark Funds for 40 years, said he is picking cheap stocks outside the dominant tech sector.
Never mind the 60/40 portfolio. There may be a case for a 50/30/20 allocation
CNBC: Investing
OCTOBER 30, 2024
Investors seeking to diversify from a stock and bond market that are each flashing cautionary signals are starting to look at alternatives.
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These stocks are attractively valued and are expected to make new highs
CNBC: Investing
JUNE 9, 2024
For investors who want to diversify their portfolio, there's a whole batch of stocks outside the flashy tech world that also make for attractive investments.
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Buffett's stock portfolio scores a solid year — even though he ignores any given annual return
CNBC: Investing
DECEMBER 18, 2023
The legendary Berkshire CEO likes to remind his shareholders that, as a long-term value investor, he disregards his short-term stock performance.
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These stocks should be the cornerstone of an AI portfolio, according to Evercore ISI
CNBC: Investing
JUNE 10, 2024
Watch these AI-driven stocks that could be an essential part of investors' portfolios as the trend continues, Evercore ISI says.
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Small caps are poised to outperform in 2024. A value investor offers five stocks to buy
CNBC: Investing
DECEMBER 23, 2023
These small cap stocks are set to gain ground on their large cap counterparts in 2024, Royce Investment Partners portfolio manager Miles Lewis says.
A new era is coming for dividend stocks — and it's good news for income investors, says portfolio manager
CNBC: Investing
JANUARY 12, 2024
More companies are going to offer dividends, predicts author and portfolio manager Daniel Peris.
These dividend-paying stocks could help boost your portfolio, according to investor Kevin Simpson
CNBC: Investing
APRIL 10, 2024
Investor Kevin Simpson doesn't just look for names with high payouts. Here's his strategy and some of his top picks.
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Bill Nygren says times like these show why investors need to own some energy stocks — His top picks
CNBC: Investing
OCTOBER 9, 2023
Oakmark Funds' Bill Nygren thinks energy stocks deserve a place in the portfolio, especially when the market experiences heightened volatility like right now.
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What is an Investment Portfolio?
Peak Frameworks
AUGUST 15, 2023
An investment portfolio is a basket of various types of financial assets owned by an investor. These assets can be in the form of equities (stocks), fixed income (bonds), mutual funds, exchange-traded funds (ETFs), real estate, commodities , and more. Similarly, liquidity needs can affect portfolio construction.
Portfolio 52
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Analysis-Nvidia investor dilemma: how much is too much in a stock portfolio?
Global Banking & Finance
JULY 15, 2024
By David Randall NEW YORK (Reuters) – Outsized positions in artificial intelligence darling Nvidia have boosted portfolio managers’ returns this year but the bets stand to magnify risk if the chipmaker’s red-hot shares see a reversal of fortune.
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5 cheap stocks to buy on any pullback, according to investor Sarat Sethi
CNBC: Investing
MARCH 6, 2024
Now is the time to diversify your portfolio beyond flashy tech plays, according to Sarat Sethi, portfolio manager of Douglas C. Lane & Associates.
Use this strategy to generate portfolio income from your stocks as markets rise
CNBC: Investing
JULY 27, 2023
Covered calls are a two-pronged strategy that involves buying a stock and then selling a call option to another investor.
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Buy these high-yielding stocks that have grown dividends for 10 years, Trivariate Research says
CNBC: Investing
JULY 25, 2023
High-yielding stocks could become increasingly important for investors' portfolios, according to Trivariate Research's Adam Parker.
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Small-cap stocks are lagging in 2024, but investors shouldn’t avoid them, says portfolio manager
CNBC: Investing
JULY 3, 2024
Julie Biel, chief market strategist at Kayne Anderson Rudnick, said small and mid caps are "part of a balanced diet" for investors.
Euronext bolsters European derivatives offering with German, Irish and Portuguese single stock options
The TRADE
OCTOBER 8, 2024
Euronext has launched an expanded range of single stock options from Germany, Ireland and Portugal, strengthening its European derivatives offering. The firm is introducing 21 new German single stock options, completing its coverage of all DAX 40 index constituents, as well as six Irish and four Portuguese single stock options.
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10-23-2023 Newsletter: Why Take-Private Dealmaking Remains Attractive for PE Investors
OfficeHours
OCTOBER 23, 2023
However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. The shares of the company are bought out and delisted from the public stock exchange that the company trades on.
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10-20-2023 Newsletter: Why PE Investors Care About Inflation
OfficeHours
OCTOBER 20, 2023
For private equity investors who have been monitoring the situation around inflation for the last few months to a year, many have been disappointed to see the slow trajectory with which inflation has been coming down from highs. Currently, inflation in the U.S. Explore the role of private equity now.
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These 'best-in-class' stocks could bolster your portfolio as market unease resurfaces, analysts say
CNBC: Investing
AUGUST 5, 2023
Wall Street analysts say investors should buy these stocks.
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An Introduction to Commodity Trading for Individual Investors
Global Banking & Finance
APRIL 25, 2024
An Introduction to Commodity Trading for Individual Investors Commodity trading, a critical component of the global financial landscape, offers individual investors a path to diversify their portfolios beyond traditional stocks and bonds. By […]
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Diversify your Big Tech holdings into these other stocks with similar traits, recommends Barclays
CNBC: Investing
MAY 1, 2024
While Big Tech valuations look reasonable to Barclays, the firm said they're "not the only game in town" and suggested investors diversify their portfolios.
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FOMO? Data shows investors are still 'underweight' Nvidia even as they chase the stock ever higher
CNBC: Investing
FEBRUARY 27, 2024
Nvidia is still under-owned by portfolio managers even after the chipmaker's jaw-dropping advance.
Bank of America says try the 'Magnificent 80' portfolio instead as income investing comes back into favor
CNBC: Investing
FEBRUARY 13, 2024
Bank of America says the market rally will broaden in 2024 and recommends investors pivot to a wider basket of stocks.
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This new ETF is trying to give investors a way to trade on the music industry
CNBC: Investing
JUNE 22, 2023
The Clouty Music, Media and Entertainment ETF (TUNE) began trading Thursday with 50 stocks in its portfolio.
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AI investor on why Nvidia's valuation isn't crazy and his top picks in the space
CNBC: Investing
MARCH 5, 2024
Zehrid Osmani, a portfolio manager at Martin Currie, says he's not worried about Nvidia's ever-climbing stock price.
Fear and Greed Index: A Vital Pulse Check for Investors
Peak Frameworks
AUGUST 15, 2023
The Fear and Greed Index is a valuable gauge that attempts to quantify what many think cannot be measured – the emotional state of investors in the stock market. The Fear and Greed Index gauges the primary emotions driving investors: fear and greed. stock market plunge saw this indicator drop significantly, signaling fear.
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Explained: How HDFC-HDFC Bank merger will impact equity mutual funds
Business Standard - FInance
JULY 3, 2023
Several investors are concerned that since both stocks are among the widely held scrips in their portfolios, it could result in a fire sale of the entity at a beaten-down price.
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Goldman sees increased risk of a drawdown in tech stocks and tells clients to use this hedge
CNBC: Investing
JULY 25, 2023
Betting against this tech ETF can help investors shore up their portfolios, according to Goldman Sachs.
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This asset can provide investors hefty yields at a favorable tax rate. Here’s what you should know
CNBC: Investing
JUNE 27, 2024
Preferred stocks can enhance portfolio income and do so at a tax-advantaged rate, but they bring plenty of complexity and risk.
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Will retail investors continue to upend the stock market?
Barkclays
FEBRUARY 9, 2021
Jeff Meli and Ryan Preclaw debate the long-term implications of recent retail trading on the stock market, ranging from portfolio strategies to regulation. Jeff Meli and Ryan Preclaw debate the long-term implications of recent retail trading on the stock market, ranging from portfolio strategies to regulation.
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Private Equity Fundamentals: A Comprehensive Course for Beginners
OfficeHours
JUNE 6, 2023
It has become a preferred choice for investors seeking attractive returns and diversification from traditional investment options such as stocks and bonds. VC investors provide capital to startups and small businesses in exchange for equity ownership. Venture capital focuses on early-stage companies with high growth potential.
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147 Expert Strategies for Surviving a Stock Market Crash
Peak Frameworks
JULY 20, 2023
A stock market crash is an event that can have a significant impact on investors and financial markets. A stock market crash is typically triggered by a combination of economic factors and investor psychology. Including non-correlated assets in a portfolio can further reduce vulnerability to market fluctuations.
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Nasdaq unveils new Swedish small cap index future offering
The TRADE
APRIL 10, 2024
According to Nasdaq, it will make it possible for investors to gain exposure in the Swedish small cap market and simplify investment strategies through consolidating a diversified portfolio of small cap stocks into a single instrument.
Interactive Brokers gets regulatory green light for new cryptocurrency retail trading expansion
The TRADE
NOVEMBER 28, 2023
Eligible clients of Interactive Brokers Hong Kong trading cryptocurrencies will now be able to transact and manage their portfolio through a single platform with a unified view. Cryptocurrency trading for eligible professional investor clients of Interactive Brokers Hong Kong was introduced on 14 February.
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Convertible Securities
Wall Street Mojo
JANUARY 17, 2024
Investors aiming to have a diversified portfolio are recommended to convert their security forms as and when they get an opportunity. The critical feature of convertible securities is the option it provides to the holder to convert their securities into a predetermined number of shares of the underlying issuer’s common stock.
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The Holy Grail of Investing Letters – Warren Buffett’s Partnership Letters
Life on the Buy Side
APRIL 15, 2019
As the greatest investor of all time, you would be wise to pay attention when he has something to say. That said, though, what if I told you Buffett’s Berkshire Hathaway letters are not the best investor letters out there? That changed when some of his relatives asked for his advice on what stocks they should own.
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JP Morgan launches new FX warrants, becomes first to offer Hong Kong dollar pairs
The TRADE
NOVEMBER 23, 2023
JP Morgan has become the first issuer to launch Hong Kong dollar pair FX warrants, set to be traded on the Hong Kong stock exchange as of today, 23 November. The development is set to enable investors to further diversify their portfolios, offering an alternative investment tool.
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Event-Driven Hedge Funds: The Best Home for Bankers Turned Investors?
Mergers and Inquisitions
MAY 24, 2023
But even if the specific catalysts never materialize, the stock price might still increase by 20% or 30%. Here it is in the investor presentation: We don’t know the planned valuation for CMS in this spin-off, but let’s assume that Jacobs plans to spin it off at an IPO offering price that implies an 11.5x
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Saudi Exchange welcomes Merrill Lynch to growing list of market makers
The TRADE
MARCH 19, 2024
Elsewhere, single stock options (SSOs) contracts at Saudi Exchange became available to trade as of 27 November , enabling both local and international investors to hedge and manage portfolio risks effectively. Previously, Al Jaweini served as chief of cash markets at the exchange and before that head of markets development.
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M&A for Entrepreneurs: Leverage Acquisitions to Scale Your Business Faster with Dominic Wells
How2Exit
APRIL 8, 2024
His diversified business portfolio includes marketing agencies, WordPress plugins, online courses, e-commerce businesses, and online content. rn rn rn Going public as a company involves facing market dynamics and investor behaviors that may not align with pre-IPO expectations.
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