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#Asset Allocation

The 60/40 portfolio ‘is in danger’ as Federal Reserve gears up for a rate-hike cycle in coming months

An earlier version of this article misstated the average annual return of a 60%/40% portfolio mix. The article has been corrected. The traditional portfolio mix of 60% stocks and 40% bonds, historically seen as the safest allocation for investors of moderate-risk tolerance, “is in danger” as the Federal Reserve gears up for its first interest rate hike campaign since 2015-2018, according to JPMorgan Chase & Co. analysts.
MARKETS
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3–6 Months Savings is Not an Emergency Fund

You need at least 2 years to weather a real crisis. Whether you are early in your wealth-building journey or on the cusp of retirement, the importance of an emergency fund cannot be understated. If you are early in your journey, common advice is to build up this emergency fund prior to paying down debt or investing. This is to ensure one can cover basic expenses in the event of a job loss or to cover any large unexpected expense such as a big medical bill. If you are in the later years of your journey, then an emergency fund is also critical in order to have a safety net to withdraw from in the event of a market crash. This will allow an investor to avoid selling assets at a loss and instead give them time to recoup their market value.
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Seekingalpha.com

B. Riley Financial, Iron Mountain, And Franchise Group - A Forward And Backward Analysis Of Three 5% Yielders

RILY, IRM, and FRG all pay a 5% dividend yield as of January 2022, and all have bullish ratings from both Wall Street analysts and SA authors. While reading an article from author Gen Alpha on Iron Mountain (IRM) it occurred to me that the 5% dividend yield, along with some decent share price growth recently may offer investors a good total return. But is that the best investment opportunity right now for that type of investment?
STOCKS
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TRENDING TOPICS

Pain Is Being Meted Out In This 'Iceberg Market'

While the S&P 500 is just off its highs, the small-cap Russell 2000 Index has no shortage of stocks that are tumbling. The S&P 500 is near all-time highs, Tesla (TSLA) is off to the races and Apple's (AAPL) market cap just popped above $3 trillion. Things are good. What's...
STOCKS
Seekingalpha.com

JPMorgan raises concerns about thematic ETF investing

JPMorgan (NYSE:JPM) says that thematic exchange traded fund investing is an expensive vehicle for investing in hot trending topics that tend to fall short of beating the market. Per Business Insider, JPMorgan said that thematic funds "are overall high beta, with a focus on future growth, but are also negative...
STOCKS
Motley Fool

Nasdaq Correction: Here's How to Handle It

Markets gave up more ground on Wednesday, adding to recent losses. The declines have been enough to put the Nasdaq into a 10% correction. Rather than panicking, there are smart things to do with your money right now. Investors have had to deal with volatility in the Nasdaq Composite (NASDAQINDEX:^IXIC)...
STOCKS
thenewsmotion.com

gold etf: Gold Etf Assets Surge 27% In 2021 |

CHENNAI: Assets under management (AUM) of digital gold investments made by Indians in 2021 went up 27 per cent in December 2021 as compared to that in the beginning of the year. Digital gold investments are in exchange-traded funds (ETFs), where the units represent physical gold which may be in...
MARKETS
modernreaders.com

Royal Gold (NASDAQ:RGLD) Price Target Increased to $139.00 by Analysts at Raymond James

A number of other research analysts also recently issued reports on the stock. Zacks Investment Research upgraded shares of Royal Gold from a sell rating to a hold rating and set a $106.00 target price on the stock in a research report on Tuesday, October 26th. KeyCorp assumed coverage on shares of Royal Gold in a research report on Friday, September 24th. They set a sector weight rating on the stock. National Bank Financial dropped their target price on shares of Royal Gold from C$155.00 to C$140.00 in a research report on Friday, January 7th. Finally, Bank of America upgraded shares of Royal Gold from an underperform rating to a neutral rating and boosted their target price for the company from $108.75 to $125.00 in a research report on Monday, November 22nd. Six analysts have rated the stock with a hold rating and four have issued a buy rating to the stock. According to data from MarketBeat.com, Royal Gold presently has a consensus rating of Hold and an average target price of $133.47.
MARKETS
modernreaders.com

Amazon.com, Inc. (NASDAQ:AMZN) Shares Sold by Paragon Capital Management LLC

Paragon Capital Management LLC lowered its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 4.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,946 shares of the e-commerce giant’s stock after selling 122 shares during the period. Amazon.com comprises 5.1% of Paragon Capital Management LLC’s portfolio, making the stock its 6th largest holding. Paragon Capital Management LLC’s holdings in Amazon.com were worth $9,680,000 as of its most recent SEC filing.
STOCKS
philstockworld.com

The Great Roundtrip…and Broken IPO’s

I have a name for a particular stock growth era from May 2020 until January 2022 ‘The Great Roundtrip’. Poster stocks and charts of this era are Robinhood, Penn, DraftKings, Zoom, Zillow, Docusign, Peloton, Gamestop. I made a visual of this great roundtrip versus the induces on Koyfin:. The...
STOCKS
pymnts.com

3 Ways Multinational Firms Use Crypto

PYMNTS research into cryptocurrency has found that 58% of firms that operate in six or more markets use at least one cryptocurrency. These companies’ use of cryptocurrency might just be practical, born from a desire for more convenience, as offers unique benefits for cross-border commerce. We also found that multinational firms will typically use cryptocurrency in at least one of these three ways:
MARKETS
dweb.news

BUSINESS: Ecofin Sustainable & Social Impact Term Fund (TEAF), fergruttet de moanlikse distribúsje mei 12.5% nei $ 0.09 per oandiel

OVERLAND PARK, Kan .– (BUSINESS WIRE)–Ecofin Sustainable and Social Impact Term Fund (NYSE: TEAF) announced a 12.5% increase in its monthly distributions to $0. 09 per share beginning in March and payable on the dates noted below. This distribution falls within the Managed Distribution Target Range of 6-8% of the Fund’s Trailing Average NAV. It represents an annualized distribution rate 7. 05% based on TEAF’s market price of $15. 31 on January 14, 2022.
MARKETS
blockworks.co

$140 Billion Asset-Management Firm Considers Launching Crypto Fund

Investment firm Man Group, which manages almost $140 billion in assets, is looking into creating a crypto fund for its clients, the CEO Luke Ellis said during Bloomberg’s The Year Ahead event. “It’s something we’re considering,” he noted. “There’s an awful lot of ways of just sitting passively on...
MARKETS
dailyinvestorhub.com

How to Invest at Every Age

Most people who plan for retirement are very interested in finding out how to invest. After all, how you save and invest in the decades before you leave your nine-to-five job impacts how you’ll spend your post-work years. It’s also important to know that the asset allocation strategy you use in your 20s and 30s won’t work when you’re close to (or in) retirement. Here’s how to invest at every age to reach your retirement goals.
ECONOMY
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