Tag #Investment Strategy

Showing 133 to 144 of 155 results

cnbc.com
🌐 75% Global Worthiness
News related image

Corporate Bonds Offer Attractive Yields in 2025 Despite Fed Rate Cuts

In 2025, investment-grade corporate bonds offer attractive yields (5%+) exceeding money market funds and Treasury bills, driven by strong corporate fundamentals and a supportive economic climate; however, the Federal Reserve's interest rate cuts and potential policy changes present risks requiring a...

Progress

48% Bias Score

Decent Work and Economic Growth
theglobeandmail.com
🌐 75% Global Worthiness
News related image

Investor Shifts US Holdings to Select Canadian Stocks

Money manager Vishal Patel is shifting investments from U.S. stocks to select Canadian companies like Alimentation Couche-Tard, Brookfield Corp., and WSP Global, while trimming Nvidia holdings, due to their strong management and growth prospects, despite acknowledging certain risks.

Progress

44% Bias Score

Decent Work and Economic Growth
forbes.com
🌐 75% Global Worthiness
News related image

Optimizing Retirement Fund Withdrawals: A Tax-Efficient Strategy

The optimal retirement withdrawal strategy involves prioritizing taxable accounts, then tax-deferred accounts (considering RMDs starting at age 73 or 75), and finally Roth accounts; delaying Social Security benefits to age 70 maximizes income, and an emergency fund mitigates unexpected expenses.

Progress

36% Bias Score

No Poverty
cnbc.com
🌐 65% Global Worthiness
News related image

IGV ETF's Performance Driven by Concentrated Gains, CDNS Shows Potential Despite Underperformance

The iShares Expanded Tech-Software Sector ETF (IGV) is up 30% year-to-date, but this is largely due to nine top holdings' substantial gains, while around 60% of its holdings underperformed; Cadence Design Systems (CDNS), for example, is only up 13% YTD, presenting a bullish inverse head-and-shoulder...

Progress

48% Bias Score

Reduced Inequality
theglobeandmail.com
🌐 75% Global Worthiness
News related image

Loonie's Plunge Creates Investment Dilemma for Canadians

The Canadian dollar has fallen to a four-year low against the U.S. dollar, creating a dilemma for investors holding U.S.-dollar assets, who are seeing unexpectedly high returns in Canadian dollar terms due to the currency exchange, despite the Bank of Canada's interest rate cuts and trade uncertaint...

Progress

48% Bias Score

Decent Work and Economic Growth
cnbc.com
🌐 85% Global Worthiness
News related image

GM Integrates Cruise, Shifts Focus Away From Autonomous Vehicles

General Motors is integrating Cruise into its operations and scaling back its independent robotaxi development, prioritizing short-term gains over long-term autonomous vehicle projects. This decision follows a similar pattern observed at Meta and is influenced by increased competition and a recent a...

Progress

56% Bias Score

Industry, Innovation, and Infrastructure
cnbc.com
🌐 85% Global Worthiness
News related image

Berkshire Hathaway Holds Record \$325 Billion Cash Hoard

Warren Buffett's Berkshire Hathaway holds a record \$325 billion in cash—30% of its assets—due to high market valuations and lack of appealing investment opportunities; this is the largest cash hoard in 34 years, exceeding even pre-dot-com bubble levels.

Progress

52% Bias Score

Reduced Inequality
cnbc.com
🌐 75% Global Worthiness
News related image

Cramer's Trust Buys CRWD, GS Amidst Oversold Market

Jim Cramer's Charitable Trust bought 25 CRWD shares at ~$347 and 15 GS shares at ~$552 due to the S&P 500 Short Range Oscillator hitting -8.55%, historically indicating a good buying opportunity, and aligning with a shift in investment strategy.

Progress

60% Bias Score

Reduced Inequality
cnbc.com
🌐 75% Global Worthiness
News related image

Gundlach Advises Increased Cash Positions Amidst Fed's Revised Rate Cut Projections

Fixed income investor Jeffrey Gundlach advises increasing cash positions to 30% of a portfolio due to the Federal Reserve's announcement of only two potential rate cuts in 2024, impacting money market fund yields which currently stand at 4.41% on the Crane 100 Money Fund Index, contrasting previous ...

Progress

48% Bias Score

Reduced Inequality
forbes.com
🌐 75% Global Worthiness
News related image

Bond Funds: A Misleadingly 'Conservative' Investment

Bond funds' returns are highly sensitive to interest rate changes, unlike individual bonds held to maturity, leading to significant portfolio volatility, contradicting the common perception of fixed income as a conservative investment.

Progress

52% Bias Score

Reduced Inequality
dailymail.co.uk
🌐 75% Global Worthiness
News related image

UK's Top Stock Analysts Revealed: Accuracy Impacts Investment Returns Significantly

TipRanks' analysis of 9,000+ global stock analysts identified UK's top performers, with Berenberg Bank's Sebastian Bray (37/47 accurate calls, 8.8% average return) and RBC's Ben Bathurst (23/32, 14.4% average return) leading; Jeffries' Andrew Wade had the most profitable single call (127.6% return o...

Progress

36% Bias Score

Reduced Inequality
theglobeandmail.com
🌐 85% Global Worthiness
News related image

BlackRock Recommends 2% Bitcoin Allocation for Diversified Portfolios

BlackRock recommends a maximum 2% bitcoin allocation in diversified portfolios due to its potential for uncorrelated returns, but cautions about its volatility and risk, highlighting the need for suitable risk tolerance and governance. This follows their successful launch of bitcoin exchange-traded ...

Progress

36% Bias Score

Reduced Inequality

Showing 133 to 144 of 155 results