Group 1 - The S&P 500 has generated a total return of 300% over the past decade, with a compound annual growth rate of about 14.9%, significantly higher than its long-run average of approximately 10% [1] - The current CAPE ratio of the S&P 500 is 40.7, which is historically high and only surpassed during the dot-com bubble of 1999 and 2000, indicating a 67% increase in valuation over the past decade [4] - Research indicates that when the CAPE ratio is around 40, the S&P 500's annualized total returns over the next decade tend to be in the negative low-single-digit percentages, contrasting with the historical average return of 10% per year, which requires a CAPE ratio in the mid-to-high teens [5] Group 2 - Despite the high valuation, there are powerful trends such as the rise of passive investing in index funds, which has led to significant inflows into stocks, with passive funds surpassing actively managed funds in value for the first time in late 2023 [7] - The democratization of access to quality research and the availability of commission-free brokerage platforms and low-cost funds have improved retail investors' access to the stock market, potentially supporting long-term market growth [7] - Historically high CAPE levels correlate with disappointing returns in the following decade, suggesting that while caution may be warranted, there are still trends that could drive the stock market higher [8]

An unusual trade by an Indian ETF has helped it edge past the benchmark it’s designed to mirror, a rarity in an era dominated by passive investing https://t.co/Cc6xsDtJ0y ...

It's time for the big three. We've got three stocks and three charts here. Kevin Green joining us today to take us through the charts. And here to take us through the trades is Jessica Insk from stockbrokers.com. Great to have you both with us today. Jessica, I'd love a big picture thought on the market action we're seeing.We got some important data this morning. Some some of it albeit backwards looking, but you know, important numbers nonetheless. that it was the quality of the data is certainly important ...

Core Viewpoint - Dividend stocks provide a combination of growth and income, making them an attractive investment option for building wealth [1] Group 1: Importance of Dividends - Dividends have significantly contributed to stock market returns, accounting for 95% of the S&P 500's cumulative total return since 1960 through compounding and reinvestment [2] - Companies that consistently increase their dividends have outperformed non-dividend-paying stocks, delivering annual returns of 10.2% compared to 4.3% [3] Group 2: Realty Income (O) - Realty Income is a REIT that owns over 15,000 commercial properties under long-term, triple-net leases, resulting in stable and predictable cash flows [6] - The company pays monthly dividends, offering an annual yield of 5.6%, with a history of increasing its monthly dividend 133 times over the past three decades [8][9] Group 3: BlackRock (BLK) - BlackRock is the world's largest asset manager with over $13.5 trillion in assets under management, benefiting from the growing trend of passive investing through its low-cost ETFs [11] - The company has raised its dividend payout for 16 consecutive years, providing a yield of around 1.8% and annual returns of over 14.8% over the past decade [14] Group 4: Ares Capital Corporation (ARCC) - Ares Capital offers a high dividend yield of over 9% due to its structure as a business development corporation, which requires it to distribute 90% of taxable income to shareholders [15] - The company has over 20 years of experience lending to middle-market companies, delivering solid performance even during economic downturns [19]

Fintech platform Wealthfront going public on the NASDAQ today under the ticker symbol WLTH. It priced its IPO at $14 per share. That was the top end of the expected range.Joining us now first on CNBC is Wealthfront CEO David Fortonado. David, good to see you. >> Thanks for having me.>> Big day uh for you. And you know, I was saying we kind of remember this industry as we used to call it the robo advisor industry, the sort of automated investment services from 15 years ago. Well, at the time it seemed like, ...

Inigo Fraser Jenkins once warned that passive investing was worse for society than Marxism. Now he says even that provocative framing may prove too generous.In his latest note, the AllianceBernstein strategist argues that the trillions of dollars pouring into index funds aren’t just tracking markets — they are distorting them. Big Tech’s dominance, he says, has been amplified by passive flows that reward size over substance. Investors are funding incumbents by default, steering more capital to the biggest n ...

For years, they were the fortress of traditional finance. The gatekeepers who looked at Bitcoin and sneered. While Black Rockck, Fidelity, and practically everyone else on Wall Street was scrambling to build crypto products, this 11 trillion giant stood firm.They blocked you from buying Bitcoin ETFs. They told you crypto had quote no intrinsic value. They effectively told 50 million clients that if they wanted digital assets, they could go take a hike.Well, guess what. They just blinked. In a move that has ...

Work actively.Invest passively. ...

Core Insights - Active ETFs are gaining traction, with TTEQ representing a shift from passive to active management in sector investing, particularly in technology [1][2] - TTEQ's recent investment in OpenAI exemplifies its active management strategy, aiming to capture performance within the tech sector [2][4] - The flexibility of active management allows TTEQ to navigate across sectors and geographies, providing a competitive edge over passive funds [3][6] TTEQ Overview - TTEQ, managed by Dominic Rizzo, launched over a year ago and focuses on technology investments, including private companies [1][2] - The fund has achieved a year-to-date return of 26.9% and 27.3% over the past year, outperforming the Invesco QQQ Trust [7] - TTEQ charges a fee of 63 basis points for its active investment strategy, primarily targeting large-cap growth tech firms [7] Investment Strategy - TTEQ's approach includes the ability to invest in private companies, which is a unique advantage over passive ETFs [2][3] - The fund is currently in an "AI-on" mode, focusing on companies benefiting from the AI revolution, but may shift to a more defensive stance in the future [7] - Rizzo emphasizes that TTEQ is not solely an AI ETF but a broader technology ETF that adapts to market conditions [7] OpenAI Investment - The investment in OpenAI aligns with TTEQ's strategy of identifying potential aggregators in the tech space, leveraging the concept of "Aggregation Theory" [4][5] - OpenAI's extensive user base and diverse revenue streams position it as a significant player in the tech sector, with potential for rapid growth [6][5] - The fund's ability to access deal flow through private investments enhances its capacity to capitalize on emerging trends in technology [3][2]

Core Viewpoint - WisdomTree (WT) is well positioned for long-term growth due to its focus on passive investing and diversification efforts [1] Group 1: Company Overview - WisdomTree specializes in passive investing strategies, which are increasingly popular among investors seeking lower costs and consistent performance [1] - The company is actively working to diversify its offerings, which may enhance its competitive edge in the financial sector [1] Group 2: Analyst Background - The analyst, Labutes IR, has over 18 years of experience in the financial markets, specifically in portfolio management on the buy side [1]