Cornelius Vanderbilt died the richest man in the world. And if all his heirs had done is stuck it in the S&P and lived on the dividends, there would be 15 20 of them each worth a billion today. And there's none.Because he says people screw up bet sizing. They screw up portfolio management. And it's not about stock selection as much as it's about the institutional decisions.How much of your wealth should you have in one stock. What should you do with a 1x fund that's liquid where you might see potential to a ...

NewMarket Corporation (NYSE: NEU ) enjoys a solid financial position, outperforming peers in profitability metrics, and is a consistent dividend payer, which could justify the stock trading at a premium to peers, even though it is trading nearI like how a single event can ripple through markets and trigger a chain of reactions. That curiosity is what led me to study macroeconomics and eventually shape the way I invest. I have five years of experience in the investment field and an MBA in Macroeconomics and ...

Most portfolios don’t need optimization.They need to be left alone. ...

simply optimize for not losing moneyLoma (@LomahCrypto):The larger your portfolio becomes the less you're actually supposed to do imo.You're gatekept by liquidity a lot more often. You stop going for high risk, high return setups bc you simply don't need it anymore.Every %gain yields a larger return. You've earned the ability to ...

Advisors and their clients don’t seem to be reading the same economic tea leaves. While advisors are largely in agreement about inflation risks and bond returns, investors’ expectations are much more scattered, according to a new Vanguard report. Roughly half of individual investors see inflation reaching 4% or higher over the next year, and one in five are bracing for a jump above 6%. Three-quarters of advisors, meanwhile, see it hanging between 2% and 4%. The divergence is likely due to advisors being a ...

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. Markets are in an era of growing dispersion. Is your portfolio ready? In this episode of Stocks in Translation, BlackRock head of model portfolio solutions Michael Gates joins host Jared Blikre and Senior Reporter Allie Canal to look at dispersion in today’s markets. Gates provides insight on how to navigate it amid current market dynamics, focusing on economic growth and investment strategi ...

Today I've sold one #Altcoin after 100% profitsYes, it's finally time to be more active.I've sold a portion of one of my #Altcoins to realllocate towards other ones, so I'll be able to compound those profits.The background:Just a few weeks ago I've decided to swap some of my smaller altcoins & $OP into $PEAQ.A position of $4,500 allocated towards $PEAQ at a valuation of $0.06 per asset.Now, you never know for sure when there's going to be a substantial breakout taking place on the markets, as you can't time ...

⚡ DON’T WAIT FOR LUCK! TAKE CONTROL OF YOUR PORTFOLIO NOW! ...

Core Insights - The article highlights Steven Cress's role as VP of Quantitative Strategy and Market Data at Seeking Alpha, emphasizing his contributions to the platform's quantitative stock rating system and analytical tools [1][2] - Cress is dedicated to removing emotional biases from investment decisions through a data-driven approach, utilizing sophisticated algorithms to simplify investment research [2][4] - His background includes founding CressCap Investment Research, which was acquired by Seeking Alpha in 2018, and previously running a proprietary trading desk at Morgan Stanley [3][4] Company Contributions - Seeking Alpha's Quant Rating system, created by Cress, is designed to interpret data for investors and provide insights on investment directions, saving time for users [1][2] - The platform offers a systematic stock recommendation tool called Alpha Picks, aimed at helping long-term investors build a high-quality portfolio [1] Professional Background - Cress has over 30 years of experience in equity research, quantitative strategies, and portfolio management, positioning him as an expert in various investment topics [4] - His previous experience includes founding a quant hedge fund and leading international business development at Northern Trust, showcasing a strong background in finance and investment [3][4]

Market Dynamics - The current market phase is characterized by momentum-driven trading, where investors are not primarily focused on discovering undervalued stocks but are influenced by market trends [1]. Analyst Profile - The analyst has over a decade of experience in global markets, specializing in macroeconomic analysis, portfolio management, and equity research [1]. - The analyst leads multi-asset strategies and manages equity portfolios, combining top-down macro insights with bottom-up stock selection [1]. - The research approach emphasizes economic cycles, monetary policy, and systemic risks, with a focus on growth stocks while maintaining a broad perspective across all equity styles [1]. Research Methodology - The research is grounded in fundamentals and utilizes tools such as Bloomberg Terminal, advanced Excel models, and quantitative methods for valuation, risk monitoring, and sector analysis [1]. - The analyst aims to share high-conviction ideas, focusing on undercovered names, contrarian opportunities, and the macro forces influencing capital flows [1].