Tag #Investment Strategy

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forbes.com

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Jul 29, 22:17

Market Volatility and Retirement Planning: Disciplined Investing During Downturns

Analysis of S&P 500 data reveals that nine of the ten best single-day returns occurred during bear markets, highlighting the risk of emotional reactions to market volatility and the importance of maintaining disciplined, long-term investment strategies aligned with personal risk tolerance and time h...

Market Volatility and Retirement Planning: Disciplined Investing During Downturns

Analysis of S&P 500 data reveals that nine of the ten best single-day returns occurred during bear markets, highlighting the risk of emotional reactions to market volatility and the importance of maintaining disciplined, long-term investment strategies aligned with personal risk tolerance and time h...

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What is the primary risk in retirement planning, and how does market volatility impact long-term investment outcomes?

Historically, the ten best single-day returns in the S&P 500 occurred during market distress, with nine during bear markets and one during a correction. This highlights the risk of emotional reactions to market volatility, potentially leading to missed opportunities for long-term growth. Investors who maintain discipline during market downturns tend to benefit more.

forbes.com

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Jul 27, 19:15

U.S. Recession Warning Signs Intensify: Bear Market Looms

The U.S. may be in a recession since February or March 2025, evidenced by weak labor markets, slowing GDP growth (Deloitte projects 1.1% for 2025), and a yield curve inversion; a bear market is anticipated by late 2025.

U.S. Recession Warning Signs Intensify: Bear Market Looms

The U.S. may be in a recession since February or March 2025, evidenced by weak labor markets, slowing GDP growth (Deloitte projects 1.1% for 2025), and a yield curve inversion; a bear market is anticipated by late 2025.

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What key economic indicators suggest a possible U.S. recession and its immediate impact on the stock market?

The U.S. economy shows signs of recession, potentially starting in February or March 2025, indicated by rising unemployment, declining job openings, and a Treasury yield curve inversion. Deloitte forecasts just 1.1% GDP growth for 2025, increasing recession risks.

cbsnews.com

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Jul 22, 19:16

High Annuity Rates: Should You Buy Now or Wait?

Currently, some annuity providers offer rates exceeding 7% for 65-year-olds, a significant increase from recent historic lows; however, future rate direction remains uncertain due to fluctuating inflation and Federal Reserve policy, making timing a key decision for retirees.

High Annuity Rates: Should You Buy Now or Wait?

Currently, some annuity providers offer rates exceeding 7% for 65-year-olds, a significant increase from recent historic lows; however, future rate direction remains uncertain due to fluctuating inflation and Federal Reserve policy, making timing a key decision for retirees.

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What are the primary factors driving the current increase in annuity rates, and what are the immediate implications for retirees and those nearing retirement?

Current annuity rates for 65-year-olds have surged above 7% at some providers, significantly higher than the 4-5% range seen during periods of historically low rates. This increase is driven by factors such as rising Treasury yields, increased competition among annuity issuers, and higher demand from retiring baby boomers. However, uncertainty remains due to recent Federal Reserve policy changes and fluctuating inflation data, making it difficult to predict whether these rates are optimal or if better opportunities will arise.

theglobeandmail.com

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Jul 16, 13:15

Shifting Safe Havens: Gold's Rise, Dollar's Fall, and the Future of Portfolio Protection

Geopolitical tensions and economic uncertainty are reshaping the safe haven landscape, with gold's price surging 40% in the past year, prompting central banks to add 1,037 tonnes of gold to reserves in 2023, while the U.S. dollar's value declined over 10% in the first half of 2025 and the correlatio...

Shifting Safe Havens: Gold's Rise, Dollar's Fall, and the Future of Portfolio Protection

Geopolitical tensions and economic uncertainty are reshaping the safe haven landscape, with gold's price surging 40% in the past year, prompting central banks to add 1,037 tonnes of gold to reserves in 2023, while the U.S. dollar's value declined over 10% in the first half of 2025 and the correlatio...

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How has the U.S. dollar's devaluation impacted investor confidence and global reserve diversification strategies?

The U.S. dollar, a long-standing safe haven, experienced its worst first-half performance since 1973 in 2025, losing over 10% of its value. This decline stems from unchecked fiscal expansion, involvement in global conflicts, and waning confidence in U.S. leadership, leading central banks to diversify reserves towards more stable economies.

theglobeandmail.com

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Jul 11, 13:13

Long-Term Investment Strategy Yields Strong Returns for Portfolio Manager

Jason Del Vicario, a portfolio manager at Hillside Wealth Management, reveals his long-term investment strategy focused on high-quality, founder-led companies; his fund has achieved substantial returns since its inception in 2014, with three core holdings making up one-third of his portfolio; he rec...

Long-Term Investment Strategy Yields Strong Returns for Portfolio Manager

Jason Del Vicario, a portfolio manager at Hillside Wealth Management, reveals his long-term investment strategy focused on high-quality, founder-led companies; his fund has achieved substantial returns since its inception in 2014, with three core holdings making up one-third of his portfolio; he rec...

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What are the significant risks associated with Del Vicario's portfolio holdings, and how does he manage these risks?

Del Vicario's approach focuses on high-quality, founder-led companies with consistent high returns on invested capital. This strategy has yielded strong returns, exemplified by three core holdings—Constellation Software, Meta Platforms, and Alimentation Couche-Tard—that represent one-third of his equity portfolio and have been held since 2014.

theglobeandmail.com

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Jul 8, 04:12

Long-Term Investment Strategy: Focus on Quality, Not Market Timing

Jason Del Vicario and Steven Chen argue that ignoring short-term market predictions and focusing on high-quality companies with pricing power, high profit margins, strong management, market leadership, and conservative balance sheets is the best long-term investment strategy, contrasting the popular...

Long-Term Investment Strategy: Focus on Quality, Not Market Timing

Jason Del Vicario and Steven Chen argue that ignoring short-term market predictions and focusing on high-quality companies with pricing power, high profit margins, strong management, market leadership, and conservative balance sheets is the best long-term investment strategy, contrasting the popular...

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Why is attempting to time the market based on macro forecasts often unsuccessful?

The article contrasts the common practice of trying to time the market based on macro events (trade wars, recessions, inflation) with a focus on fundamental company quality. It argues that predicting macro events and their market impact is unreliable, while investing in high-quality companies consistently delivers better risk-adjusted returns.

cincodias.elpais.com

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Jul 28, 10:12

Fixed-Income Market Normalization Amidst Global Economic Uncertainty

Amid global economic uncertainty, the normalization of fixed-income markets, particularly in Europe, stands out. Falling inflation in the Eurozone (around 2%) has enabled continuous interest rate cuts by the ECB, resulting in a positive slope in yield curves and creating investment opportunities. Ho...

Fixed-Income Market Normalization Amidst Global Economic Uncertainty

Amid global economic uncertainty, the normalization of fixed-income markets, particularly in Europe, stands out. Falling inflation in the Eurozone (around 2%) has enabled continuous interest rate cuts by the ECB, resulting in a positive slope in yield curves and creating investment opportunities. Ho...

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What is the significance of the normalization of fixed-income markets in the context of current global economic uncertainty?

The normalization of fixed income markets is a positive development amidst global economic uncertainty. European inflation has fallen to around 2%, leading to sustained interest rate cuts by the European Central Bank (ECB), while the US Federal Reserve (FED) is pausing rate cuts due to economic uncertainty and high deficits. This has resulted in a positive slope in yield curves, particularly in Europe.

forbes.com

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Jul 22, 19:16

BSX Earnings: 60% Historical Probability of Positive Post-Earnings Returns

Boston Scientific (BSX) is set to release earnings on July 23, 2025; its stock has shown a positive one-day return after earnings 60% of the time over the past five years, with a median gain of 3.2%, suggesting a potential trading strategy, although performance is not guaranteed.

BSX Earnings: 60% Historical Probability of Positive Post-Earnings Returns

Boston Scientific (BSX) is set to release earnings on July 23, 2025; its stock has shown a positive one-day return after earnings 60% of the time over the past five years, with a median gain of 3.2%, suggesting a potential trading strategy, although performance is not guaranteed.

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Decent Work and Economic Growth

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What is the historical likelihood of a positive one-day return for BSX stock following earnings announcements, and what are the implications for trading strategies?

Boston Scientific (BSX) is expected to report earnings on July 23, 2025. Historically, BSX stock has had a positive return the day after earnings announcements 60% of the time over the past five years, with a median gain of 3.2%. This historical trend might offer a trading advantage, although the actual earnings report will be a key factor.",",A2="Over the past five years, Boston Scientific's stock has shown a positive one-day return after 12 out of 20 earnings announcements (60%). The median positive return was 3.2%, and the highest was 6.2%. This historical data suggests a potential trading strategy based on past performance, but future results are not guaranteed.",",A3="While BSX's positive post-earnings return history (60% over five years, rising to 67% over three years) offers a potential trading edge, correlation analysis between short-term (1-day) and medium-term (5-day and 21-day) returns reveals varying relationships. Traders should analyze these correlations to mitigate risk and optimize trading strategies based on the identified correlation.",",Q1="What is the historical likelihood of a positive one-day return for BSX stock following earnings announcements, and what are the implications for trading strategies?",",Q2="How do correlations between one-day, five-day, and twenty-one-day post-earnings returns impact trading decisions, and what strategies can mitigate risks associated with these correlations?",",Q3="Considering peer company earnings announcements and their impact on BSX's stock performance, what additional factors should traders incorporate into their pre- and post-earnings strategies?",",ShortDescription="Boston Scientific (BSX) is set to release earnings on July 23, 2025; its stock has shown a positive one-day return after earnings 60% of the time over the past five years, with a median gain of 3.2%, suggesting a potential trading strategy, although performance is not guaranteed.",",ShortTitle="BSX Earnings: 60% Historical Probability of Positive Post-Earnings Returns",

forbes.com

🌐 85% Global Worthiness

Jul 19, 01:14

Bitcoin Dominance Rises as Altcoins Crash: HODLing Strategy Revalidated

A study reveals that Bitcoin's market capitalization has risen to 55% in mid-2025, while over 86% of altcoins launched since 2015, valued over half a billion dollars, have plummeted at least 75%, highlighting Bitcoin's resilience and the failure of altcoin diversification strategies.

Bitcoin Dominance Rises as Altcoins Crash: HODLing Strategy Revalidated

A study reveals that Bitcoin's market capitalization has risen to 55% in mid-2025, while over 86% of altcoins launched since 2015, valued over half a billion dollars, have plummeted at least 75%, highlighting Bitcoin's resilience and the failure of altcoin diversification strategies.

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Why does the "HODLing" strategy, successful with Bitcoin, appear to fail with most altcoins?

Unlike Bitcoin, alternative cryptocurrencies ("altcoins") lack key monetary properties like scarcity and immutable rules, leading to their frequent price crashes. A study shows that less than 4% of altcoins recover after a 75% price drop, highlighting the risk of diversification in this volatile market.

forbes.com

🌐 85% Global Worthiness

Jul 15, 16:14

MSTR Stock Soars on Bitcoin's Rise, but Risks Remain

Strategy Inc. (MSTR) stock has increased 45% in 2025 due to Bitcoin exceeding $120,000; the company, since 2020, uses Bitcoin as its main treasury asset, generating a 13.7% year-to-date BTC Yield, but faces risks from its weak fundamentals and high debt.

MSTR Stock Soars on Bitcoin's Rise, but Risks Remain

Strategy Inc. (MSTR) stock has increased 45% in 2025 due to Bitcoin exceeding $120,000; the company, since 2020, uses Bitcoin as its main treasury asset, generating a 13.7% year-to-date BTC Yield, but faces risks from its weak fundamentals and high debt.

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What are the immediate impacts of Bitcoin's price increase on Strategy Inc.'s stock performance and financial health?

Strategy Inc. (MSTR) stock has surged 45% year-to-date in 2025, driven by Bitcoin's rise above $120,000. The company's Bitcoin-centric treasury strategy, adopted since 2020, has yielded a 13.7% year-to-date BTC Yield, attracting investors seeking Bitcoin exposure. This success, however, hinges entirely on cryptocurrency performance, masking weak fundamental operations.

forbes.com

🌐 85% Global Worthiness

Jul 8, 19:20

DBS CIO's Barbell Strategy Outperforms Market, Delivers Top 5% Returns

DBS's private banking CIO's Barbell Strategy, launched in 2019, outperformed 95% of its peers by year-end 2024 with ~14% returns, utilizing a contrarian approach focused on long-term growth and combining high-growth equities with stable income-generating assets and alternative investments, including...

DBS CIO's Barbell Strategy Outperforms Market, Delivers Top 5% Returns

DBS's private banking CIO's Barbell Strategy, launched in 2019, outperformed 95% of its peers by year-end 2024 with ~14% returns, utilizing a contrarian approach focused on long-term growth and combining high-growth equities with stable income-generating assets and alternative investments, including...

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How does DBS's Barbell Strategy differ from traditional approaches, and what specific factors contribute to its consistent outperformance?

The CIO's strategy combines high-growth equities (e.g., Apple, Meta, Nvidia, Netflix) with income-generating assets and alternative investments, prioritizing stability and capital preservation. This holistic approach, unlike industry silos, focuses on total return and resilience, aligning with client needs for absolute returns rather than asset class-specific performance.

cincodias.elpais.com

🌐 65% Global Worthiness

Jul 1, 13:17

Creand Prioritizes Quality Investments Amidst Market Uncertainty

Creand Asset Management in Spain favors high-quality, low-debt companies like Amadeus and Inditex in the uncertain market, maintaining a below-neutral equity exposure due to profit expectation revisions in the US and Europe.

Creand Prioritizes Quality Investments Amidst Market Uncertainty

Creand Asset Management in Spain favors high-quality, low-debt companies like Amadeus and Inditex in the uncertain market, maintaining a below-neutral equity exposure due to profit expectation revisions in the US and Europe.

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What are Creand Asset Management's top investment priorities in the current uncertain market, and which specific companies exemplify their strategy?

Creand Asset Management, a Spanish fund manager, prioritizes high-quality investments due to macroeconomic and geopolitical uncertainties. They favor companies with strong fundamentals, low debt, and protected businesses, citing Amadeus and Inditex as top choices in the Spanish stock market.

Showing 13 to 24 of 155 results