Portfolio diversification
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Warren Buffett dumps 2 investments he’s told Americans to buy for years. Should ordinary inventors do the same?
Yahoo Finance· 2025-12-17 13:57
Between Buffett dumping Berkshire’s S&P 500 ETFs and other stocks, his retirement, plus his growing cash pile, investors may worry he's anticipating a near-term market crash. After all, the year’s market volatility, in part due to U.S. tariff uncertainty, has caused many investors and analysts to question if the country is headed for a recession.Read more: Warren Buffett used 8 solid, repeatable money rules to turn $9,800 into a $150B fortune. Start using them today to get rich (and stay rich)"Given Warren ...
Home prices just turned negative for first time in 2 years, stirring fears of 2008-style crash. Shockproof your wealth
Yahoo Finance· 2025-12-17 13:11
If you share these concerns, now may be a good time to start preparing.And Wright isn’t the only one sounding alarms. “Rich Dad, Poor Dad” author Robert Kiyosaki has also warned that the “biggest crash in history” is beginning — adding that “residential real estate crashes” in this scenario as well.When asked how far prices would need to fall to restore balance, Wright didn’t mince words: “It's going to be near your 50% — and much greater in certain areas.”“I think we're going to correct all the way to a po ...
Lennar Corporation: Defensive And Liquid Amid Headwinds (NYSE:LEN)
Seeking Alpha· 2025-12-17 12:30
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] - The popularity of insurance companies in the Philippines since 2014 indicates a shift in investment strategies among local investors, moving towards a more diversified portfolio [1] - The trend of investing in blue-chip companies has evolved, with investors now holding a mix of stocks across various industries and market capitalizations, reflecting a more strategic approach to retirement and trading profits [1] Industry Focus - The banking, telecommunications, logistics, and hotel sectors are identified as key areas of investment interest, particularly in the ASEAN and US markets [1] - The entry into the US market has been facilitated by platforms like Seeking Alpha, which provide valuable analyses for comparison with local markets [1] - The logistics and shipping industries are gaining traction, indicating a robust demand for these services in both the ASEAN and US markets [1]
Lennar Corporation: Defensive And Liquid Amid Headwinds
Seeking Alpha· 2025-12-17 12:30
I have been working in the logistics sector for almost two decades. I have been into stock investing and macroeconomic analysis for almost a decade. Currently, I focus on ASEAN and NYSE/NASDAQ Stocks, particularly in banks, telco, logistics, and hotels. Since 2014, I have been trading on the PH stock market. I focus on banking, telco, and retail sectors. A colleague encouraged me to engage in the stock market as part of my portfolio diversification instead of putting all my savings in banks and properties. ...
Buy 5 High-Flying Mid-Cap Stocks of 2025 to Tap More Gains in 2026
ZACKS· 2025-12-15 15:01
Core Insights - U.S. stock markets are experiencing a significant bull run in 2023, with major indexes near all-time highs [1] - Small-cap and mid-cap benchmarks have shown notable gains, with Russell 2000 up 14.3% and S&P 400 up 7.6% year to date [2] - Mid-cap stocks are seen as a good diversification strategy, combining benefits of both small and large-cap stocks [2][3] Mid-Cap Stocks Overview - Top-ranked mid-cap stocks have high potential for profitability and market share growth, with less exposure to international risks compared to large caps [3] - In a thriving economy, mid-cap stocks are expected to outperform small caps due to established management and access to capital [4] Recommended Mid-Cap Stocks - Five mid-cap stocks with favorable Zacks Ranks for 2026 are FirstCash Holdings Inc. (FCFS), Lyft Inc. (LYFT), Installed Building Products Inc. (IBP), Lumen Technologies Inc. (LUMN), and Advanced Energy Industries Inc. (AEIS) [5][9] - Each stock carries a Zacks Rank of 1 (Strong Buy) or 2 (Buy) [5] Company-Specific Insights FirstCash Holdings Inc. (FCFS) - Operates pawn stores and payment solutions in the U.S. and Latin America, with expected revenue and earnings growth rates of 5.7% and 21.8% respectively for next year [8][10] Lyft Inc. (LYFT) - Engages in ridesharing in the U.S. and Canada, with expected revenue and earnings growth rates of 14.6% and 25.9% respectively for next year [11][13] - Aims to enter the robotaxi market through partnerships, avoiding high R&D costs [12] Installed Building Products Inc. (IBP) - Operates as a residential insulation installer, with expected revenue and earnings growth rates of 1.1% and 0.1% respectively for next year [14][15] Lumen Technologies Inc. (LUMN) - Focused on AI opportunities, with $10 billion in Private Connectivity Fabric deals and plans to eliminate $1 billion in costs [16][17] - Expected revenue and earnings growth rates of -5.2% and -71.9% respectively for next year [18] Advanced Energy Industries Inc. (AEIS) - Benefits from semiconductor and data center demand, with expected revenue growth of approximately 20% and earnings growth of 20.2% for next year [19][20][21]
I Asked ChatGPT How Billionaires Safeguard Wealth — Anyone Can Use These Tips
Yahoo Finance· 2025-12-15 13:23
Core Insights - The number of billionaires has increased significantly from 2,000 in 2017 to over 3,000 today, indicating a growing concentration of wealth [1] Group 1: Wealth Protection Strategies - Billionaires employ various legal tactics to protect their wealth, which can also be applicable to individuals with lower net worths [2] - Portfolio diversification is a common strategy to mitigate risk and maximize returns, with suggestions to diversify beyond just financial portfolios into international real estate and investments [3] - Investing internationally helps reduce country-specific risks, as exemplified by investors like Ray Dalio who advocate for global investments and gold holdings to hedge against inflation and political instability [4] Group 2: Trusts and Asset Protection - Trusts, including irrevocable trusts, grantor retained annuity trusts, and dynasty trusts, are utilized by billionaires to safeguard assets from lawsuits and ensure wealth transfer to descendants [5] - The cost of setting up an irrevocable trust is estimated to be around $1,500 or more, while revocable trusts typically start at approximately $1,000, making these strategies accessible to a broader audience [7]
Elon Musk: America is ‘toast’ if AI doesn’t solve this 1 serious problem. How to protect your wealth now
Yahoo Finance· 2025-12-15 12:45
The dollar’s shrinking buying power is familiar to Americans. According to the Federal Reserve Bank of Minneapolis, a current $100 bill has about the same purchasing power as $12 in 1970. [6]“There won't be a default — the central bank will come in, and we'll print the money and buy it,” he said. “And that's where there's the depreciation of money.”With the U.S. national debt at $38.33 trillion as of Nov. 24, that scenario is no longer far-fetched (5).Musk isn’t the only billionaire sounding alarms. Ray Dal ...
QQQ vs. MGK: Which Tech-Focused ETF Delivers Stronger Growth for Investors?
The Motley Fool· 2025-12-14 21:21
Core Insights - The Vanguard Mega Cap Growth ETF (MGK) and Invesco QQQ Trust (QQQ) both target large-cap U.S. growth stocks but differ in liquidity, sector reach, yield, and cost structure [1][2] Cost & Size Comparison - MGK has a lower expense ratio of 0.07% compared to QQQ's 0.20% - As of December 14, 2025, MGK's 1-year return is 15.8%, while QQQ's is 15.7% - QQQ offers a higher dividend yield of 0.46% compared to MGK's 0.37% - MGK has assets under management (AUM) of $32.7 billion, while QQQ has $403.0 billion [3] Performance & Risk Comparison - Over the past five years, MGK experienced a maximum drawdown of -36.02%, while QQQ had a drawdown of -35.12% - An investment of $1,000 in MGK would have grown to $2,083, while the same investment in QQQ would have grown to $2,033 [4] Holdings & Sector Allocation - QQQ contains 101 holdings, with approximately 54% in technology, 17% in communication services, and 13% in consumer cyclical sectors - Top positions in QQQ include Nvidia (9%), Apple (9%), and Microsoft (8%) [5] - MGK is more concentrated with 66 stocks, allocating 58% to technology, 15% to communication services, and 12% to consumer cyclical - Its top holdings are Nvidia (14%), Apple (12%), and Microsoft (12%) [6] Investment Implications - QQQ provides broader diversification and encompasses both mega-cap and slightly smaller large-cap growth stocks, while MGK focuses on mega-cap stocks with a market capitalization of at least $200 billion [8][10] - Investors seeking lower fees and targeted access to mega-cap stocks may prefer MGK, while those looking for more diversification may opt for QQQ [11]
Four Corners Takes Over a Jiffy Lube Property, Expands Portfolio
ZACKS· 2025-12-12 13:56
Core Insights - Four Corners Property Trust (FCPT) has acquired a newly constructed Jiffy Lube automotive property for $2.7 million, highlighting the company's strategy to expand and diversify its portfolio [1][7] - The property has a 7% cap rate on rent and is located in a strong retail corridor in Colorado, featuring a long-term triple-net lease with approximately 12 years remaining [1][7] Acquisition Strategy - FCPT is a real estate investment trust (REIT) focused on owning and acquiring high-quality, net-leased restaurant and retail properties, with a history of successful acquisitions [2] - In early December, FCPT also acquired a Baptist Health property for $4.7 million, located in Alabama, under a long-term net lease with around 10 years remaining [2] Recent Performance - In Q3 2025, FCPT acquired 28 properties totaling $82 million, with a weighted-average remaining lease term of 11.6 years, diversifying its portfolio across various industries [3] - The acquisitions included 39% medical, 36% auto service, 16% quick service restaurants, and 9% casual dining restaurants by purchase price [3] Financial Considerations - The company's strategy aims to create a resilient portfolio capable of withstanding different economic cycles, although it faces challenges due to a significant debt load of $1.21 billion, which may lead to high borrowing costs [4] - Over the past three months, FCPT's shares have declined by 10.2%, contrasting with a 0.7% decline in the industry [4]
Vanguard VCSH vs. iShares IGSB: How Two Short-Term Bond ETFs Deliver Stability in Different Ways
The Motley Fool· 2025-12-12 03:55
VCSH and IGSB look similar on the surface, yet their construction leads to meaningfully different experiences for bond investors. This breakdown shows how each ETF builds stability and which approach fits your investment strategy.The two short-term corporate bond ETFs may appear interchangeable, but how they build their portfolios can determine the stability and income investors ultimately receive.Costs are nearly identical, but iShares 1-5 Year Investment Grade Corporate Bond ETF offers a slightly higher y ...