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Medical REIT Dividend Roundup: I Prefer Omega Healthcare Over Medical Properties Trust
Seeking Alpha· 2025-07-31 07:33
Group 1 - Sensor Unlimited is part of the investing group Envision Early Retirement, which focuses on generating high income and growth through dynamic asset allocation [2] - The group offers two model portfolios: one for short-term survival and withdrawal, and another for aggressive long-term growth [2] - Monthly updates on holdings, tax discussions, and ticker critiques are provided to members [2] Group 2 - Sensor Unlimited has a PhD in financial economics and has spent the last decade covering the mortgage market, commercial market, and banking industry [3] - The focus areas include asset allocation and ETFs related to the overall market, bonds, banking and financial sectors, and housing markets [3]
PDO: 11% Yield Is Not Enough
Seeking Alpha· 2025-07-30 11:53
Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.Sensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income and high growth with isolated risks through dynamic asset allocation. Features include: two model portfolios - one for short-term survival/withdrawal and one for aggressive long-term growth, dire ...
The 3️⃣ levels of diversification.
Yahoo Finance· 2025-07-29 20:30
The biggest way to mitigate risk is really the only free lunch in finance, which is diversification. And to be properly diversified, I think there's really three levels of diversification. You have level one, which is basically your broad asset allocation, your stocks, bonds, cash.Over the past decade, we've seen a move towards alternative assets and other illquid assets as as another asset class. So, you want to be diversified amongst the asset classes. Okay.The second level of risk control uh and specific ...
Insights Live: Creating A Flexible Investment Strategy | Fidelity Investments
Fidelity Investments· 2025-07-29 20:04
Investment Strategy & Planning - Fidelity Wealth Management emphasizes building and maintaining a flexible investment strategy tailored to individual circumstances to navigate market volatility [1] - The firm guides clients through financial planning, assessing risk tolerance and comfort levels to determine appropriate asset allocation [1] - Tax-smart investing techniques are utilized to help clients retain more earnings, with Fidelity offering assistance in tax-efficient investing [1] - Portfolio monitoring considers personal situations, market conditions, and the overall economy [1] - Balancing professional management with self-guided tools is key to achieving desired life goals [1] Asset Allocation & Portfolio Management - Asset allocation should be based on time horizon, growth objectives, and the need for protection [1] - International stocks play a role in portfolio diversification [1] - Investment strategies should align with the client's time horizon [1] Market Perspective & Outlook - The webinar addresses managing money during periods of market volatility [1] - Expectations for interest rates are discussed [1] - Fidelity offers various ways to help clients implement their financial plans [1]
GLD Vs. SLV: I Like Gold Better As China Buys More
Seeking Alpha· 2025-07-29 12:03
Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.We last wrote on the SPDR Gold Shares ETF (NYSEARCA: GLD ) and the iShares Silver Trust ETF (NYSEARCA: SLV ) on May 23 and May 30, respectively. Both analyses were triggered bySensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income and high growth wit ...
Albemarle Corporation FQ2: Lithium Price May Have Bottomed
Seeking Alpha· 2025-07-27 16:10
Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.My last article on Albemarle Corporation (NYSE: ALB ) was published on May 15. That article was tilted “Albemarle: For Those With High Risk Tolerance (Rating Upgrade)”. The article argued for a HOLD rating andSensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate bot ...
Realty Income: Best Time In 10 Years To Buy
Seeking Alpha· 2025-07-25 20:14
Join for a 100% Risk-Free trial and see if our proven method can help you too. You do not need to pay for the costly lessons from the market itself.I last wrote on Realty Income (NYSE: O ) stock on June 7. That article was titled “Realty Income Is Better Than Simon Property After U.S. Credit Rating Downgrade”. It rated O as a buy after aSensor Unlimited contributes to the investing group Envision Early Retirement which is led by Sensor Unlimited. They offer proven solutions to generate both high income and ...
近百只产品进入“百亿俱乐部”,规模问鼎4.6万亿!ETF基金的三大趋势
Sou Hu Cai Jing· 2025-07-25 07:56
6月末,ETF总规模突破4万亿大关,也是 ETF市场里程碑式的进步。截至目前,我国ETF市场总规模已达到4.63万亿元,较年初增长近万亿 元,行业规模正以千亿级的规模每月递增。 今年上半年可以说是ETF顺风顺水的一年,由于被动投资浪潮汹涌,ETF势头强劲。让投资者深刻感受到ETF时代车辙的快速前行。 场内ETF的总规模 | E Production | 资金清流入(亿元) | 场内规模(市值,亿元) | 意令数量(只) | 区间涨 | | --- | --- | --- | --- | --- | | 整体ETF市场 | +184.6990 | 46,339.8152 | 1,243 | +2.1 | | 股票型ETF | -31.0088 | 31,743.2601 | 998 | +3. | | 股票(规模)ETF | -117.3179 | 22,861.9931 | 340 | +2.1 | | 股票(行业)ETF | +46.2554 | 2,198.0700 | 124 | +3. | | 股票(策略)ETF | -2.1597 | 1,154.9485 | 73 | +3. | | 股票(风格) ...
X @Bloomberg
Bloomberg· 2025-07-24 03:46
Japan’s Government Pension Investment Fund plans to maintain its asset allocation targets even as a US trade deal whipsaws financial markets and fiscal concerns pummel domestic government bonds. https://t.co/Dq0DMXxDV3 ...
JEPI ETF: Below-Average Income Potential Ahead
Seeking Alpha· 2025-07-21 20:12
Group 1 - The article discusses the investment strategies offered by Sensor Unlimited, which include two model portfolios aimed at different investment goals: short-term survival/withdrawal and aggressive long-term growth [1][2] - Sensor Unlimited is led by an economist with a PhD, specializing in financial economics and has a decade of experience covering the mortgage market, commercial market, and banking industry [2] - The focus of Sensor Unlimited's research includes asset allocation and ETFs related to the overall market, bonds, banking and financial sectors, and housing markets [2] Group 2 - The previous work on JPMorgan Equity Premium Income ETF (JEPI) was published on May 13, comparing it with SPYI and providing three reasons to prefer SPYI [1] - The investment group Envision Early Retirement, led by Sensor Unlimited, offers proven solutions for generating high income and growth with isolated risks through dynamic asset allocation [1] - The group provides direct access for discussions, monthly updates on holdings, tax discussions, and ticker critiques upon request [1]