Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and shipping [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of using platforms like Seeking Alpha for analysis indicates a growing reliance on data-driven insights for investment decisions in both the ASEAN and US markets [1]

Core Insights - The article discusses strategies to protect 401(k) investments from stock market volatility, particularly in the context of President Trump's return to office and the associated market fluctuations. Group 1: Market Volatility - Stock market turbulence has been a significant concern for investors since January 2025, particularly following the "Liberation Day" tariffs announced by President Trump, which caused a notable drop in the S&P 500 by 11% from April 2 to April 8, 2025, before it rebounded [1]. - Personal finance expert Suze Orman emphasizes that acting on panic during market declines can lead to locking in losses, making recovery difficult, as the markets have shown a quick recovery from earlier losses [2]. Group 2: Investment Strategies - Proper diversification is highlighted as a prudent strategy to protect 401(k) portfolios from market volatility, suggesting a mix of stocks and bonds to mitigate the impact of market swings [3][4]. - Rebalancing portfolios on a scheduled basis, ideally once or twice a year, is recommended to maintain desired asset allocation, although frequent rebalancing in response to volatility can lead to increased transaction costs and eroded gains [5].

Group 1 - The core focus of iREIT+HOYA Capital is on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment group targets high-yield, dividend growth opportunities, aiming for dividend yields up to 10% across various asset classes including REITs, ETFs, closed-end funds, and preferred stocks [2] - The service offers a free two-week trial for potential investors to explore its exclusive income-focused portfolios [1] Group 2 - The investment philosophy emphasizes defensive stocks with a medium- to long-term horizon, catering to investors seeking dependable monthly income [2] - The group provides comprehensive investment research to assist investors in making informed decisions regarding income-focused investments [2]

Core Viewpoint - iShares 1-3 Year International Treasury Bond ETF (ISHG) offers targeted access to short-maturity sovereign debt from developed markets outside the U.S., aiming for conservative rate exposure and diversification across various policy regimes and yield curves [1] Group 1: Investment Strategy - The strategy focuses on the front end of non-U.S. government bond markets, emphasizing liquidity, broad country representation, and low credit risk typical of high-quality sovereign issuers [1] - Short duration reduces price sensitivity to interest-rate changes, while cross-country exposure helps mitigate idiosyncratic outcomes as monetary cycles diverge [1] Group 2: Income and Return Potential - Income is derived from prevailing front-end yields, with return potential primarily influenced by international policy paths and term-structure movements [1] Group 3: Portfolio Role - ISHG can function as a defensive satellite, a diversification sleeve to complement U.S. short Treasuries, or a flexible parking place for cash with limited equity correlation [1] - It is particularly suitable for multi-asset allocators seeking global rate diversification and liability-aware investors who prioritize stability over yield chasing [1] Group 4: Market Conditions - The ETF is generally favored during periods of slowing growth or increased dispersion in policy paths, but may face challenges if foreign front-end yields rise sharply [1] - Monitoring tracking consistency and capacity is essential as assets scale relative to the underlying market depth [1]

Core Insights - IRAEmpire released its 2026 Precious Metals Investment Report, focusing on Lear Capital, a leading provider of gold and silver IRAs, highlighting its performance and customer satisfaction [1][3] Company Performance - Lear Capital was evaluated against major U.S. precious metals firms based on credibility, regulatory standing, fee transparency, customer experience, product diversity, storage partnerships, and long-term industry stability, achieving strong scores in these areas [2] - The report emphasizes Lear Capital's 25-plus years of experience and highly rated customer service, which contribute to its reputation as a top choice for investors [3] Services Offered - In addition to gold and silver IRAs, Lear Capital provides direct bullion purchases, personalized consultations, and secure storage options through trusted vaulting partners, enhancing its appeal to investors seeking inflation hedges and portfolio diversification [4] Market Impact - The report aims to assist consumers in navigating the crowded precious metals marketplace, providing a transparent overview of Lear Capital's offerings and its role in strengthening the U.S. precious metals investment market [5]

Core Viewpoint - The Invesco QQQ Trust has delivered impressive returns due to its heavy tech concentration, but the Vanguard S&P 500 ETF may be a better option for investors seeking broader diversification [1][10]. Group 1: ETF Performance Comparison - The Invesco QQQ Trust has achieved an average annual return of 20.8% over the past decade, while the Vanguard S&P 500 ETF has returned 15.9% on average [6][7]. - The QQQ Trust is approximately 22% more volatile than the S&P 500, which affects its risk-adjusted performance [7]. Group 2: Sector Exposure - The QQQ Trust currently allocates about 64% of its portfolio to tech stocks, with an additional 18% in consumer discretionary, indicating a significant tech tilt [5]. - The S&P 500 ETF, while broadly diversified, still has around 35% of its portfolio in tech stocks, primarily from the "Magnificent Seven" [2][4]. Group 3: Market Outlook - There are indications that the market is beginning to broaden beyond the tech sector, which could favor the S&P 500 ETF [10]. - Concerns about a slowing economy or a cooling labor market may lead investors to shift away from high-priced tech stocks, further supporting the case for the S&P 500 ETF [10].

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and shipping [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of using platforms like Seeking Alpha for analysis indicates a growing reliance on data-driven insights for investment decisions in both the ASEAN and US markets [1]

Core Viewpoint - OUTFRONT Media's diversified portfolio, strategic acquisitions, and focus on digital billboards position the company for long-term growth, supported by technological investments and favorable industry trends [1][10]. Group 1: Financial Performance - The Zacks Consensus Estimate for OUTFRONT Media's 2025 funds from operations (FFO) per share is $1.94, reflecting a year-over-year increase of 7.8%. For 2026, the estimate is $2.15, indicating a 10.7% year-over-year growth [2]. - Over the past three months, OUTFRONT Media's shares have increased by 37.7%, significantly outperforming the industry average growth of 0.2% [2]. Group 2: Portfolio Diversification - OUTFRONT Media's advertising sites are geographically diversified, allowing clients to reach a national audience while tailoring campaigns to specific regions [3]. - The company serves a wide array of industries, including healthcare, retail, and professional services, which helps stabilize revenues and reduce volatility [4]. Group 3: Acquisitions and Growth Strategy - In the first nine months of 2025, OUTFRONT Media acquired assets worth approximately $10.4 million, following a $19.5 million acquisition in 2024, enhancing its portfolio and growth potential [5][8]. - The company is transitioning from traditional static billboards to digital displays, which is expected to increase advertising relationships and boost digital revenues [6][9]. Group 4: Industry Dynamics - The out-of-home (OOH) advertising industry has high barriers to entry due to permitting restrictions, which supports advertising rates and positions OUTFRONT Media for long-term growth [10]. - OOH advertising is gaining popularity due to its lower costs and better visibility compared to other media forms, further benefiting the company [11]. Group 5: Technological Advancements - OUTFRONT Media is investing in technology to enhance its advertising capabilities, including the OUTFRONT Mobile Network, which offers data-analytic features and real-time audience data [12].

Performance Comparison - Gold prices appreciated 65% during 2025 while bitcoin declined 6% [1] - Bitcoin has increased 360% since the end of the US equity bear market in October 2022, while gold prices rose 166% during the same period [1] Supply Dynamics - Global gold supply increases at an annualized rate of approximately 1.8%, incentivizing miners to boost production [2] - Bitcoin operates under a mathematically fixed supply schedule, with its supply currently increasing at an annualized rate of roughly 0.82% for the next two years, decelerating to 0.41% upon the next block subsidy halving event [3] Valuation Metrics - The ratio of gold market capitalization to M2 money supply recently surpassed peaks observed during the inflation of the 1980s, with only comparable levels occurring during the Great Depression in the early 1930s [4] Correlation Analysis - The correlation between bitcoin and gold returns is 0.14 from 2020 through early 2026, which is lower than the 0.27 correlation observed between the S&P 500 and bonds [5]

Core Viewpoint - JP Wealth Management, Inc. has fully liquidated its position in the First Trust Nasdaq-100 Select Equal Weight ETF (QQEW), resulting in a total net position change of approximately $17.83 million [2][3][6] Group 1: Transaction Details - JP Wealth Management, Inc. sold 126,339 shares of QQEW, with an estimated transaction value of $17.83 million based on quarterly average pricing [2][3][6] - The fund's quarter-end position in QQEW is now zero, reflecting a total net position change of $17.83 million [3][6] Group 2: Fund Performance - As of January 14, 2026, QQEW shares were priced at $141.00, representing a 12.94% increase over the past year, but underperforming the S&P 500 by 5.61 percentage points [4][5] - QQEW is currently 3.11% below its 52-week high, with a trailing dividend yield of 0.41% [4][5] Group 3: Fund Overview - The First Trust Nasdaq-100 Equal Weighted Index Fund (QQEW) provides diversified exposure to the Nasdaq-100 by equally weighting each constituent, which mitigates concentration risk [9][10] - The fund's investment strategy focuses on tracking the Nasdaq-100 Equal Weighted Index, allocating assets equally across 100 of the largest non-financial companies listed on Nasdaq [10]