Economic Diversification & Sustainability - Gulf economies are making efforts towards becoming greener and more diversified [1] - It is unrealistic to expect a single company to achieve such broad and diverse goals [1]

Group 1 - The company maintains separate portfolios for distinct investment goals, including income plays, growth stocks, and options strategies [1] - Emphasis is placed on diversification not only in assets but also in investment methods and philosophies to meet both short-term and long-term targets [1] - The investment strategy is primarily "long only," avoiding short positions, while also engaging in delta-neutral options plays to capitalize on stock price stability [1] Group 2 - The company actively analyzes and writes about stocks and funds that it owns or intends to own, indicating a focus on personal investment interests [1] - Various options strategies are employed, including covered calls, iron condors, butterflies, calendar spreads, and call-put spreads, showcasing a comprehensive approach to options trading [1]

Nvidia makes up about 7 12% of the S&P 500 and you compare Nvidia to entire sectors. So utilities is about 2 and a half%. Nvidia is three times the size of all utilities put together all the utilities in the S&P 500.Staples is 5% 5 a 12%. Then healthcare which is a huge sector you think about Fizer Merc and then some of the smaller companies like uh Madna healthcare is 9.25% and Nvidia the biggest stock in the solar system is closing in on that. The S&P is this everchanging index.30 years ago, financials we ...

Welcome to CNBC. com. I'm Frank Colin, anchor worldwide exchange.We are looking at the ETF action this week. Year-to-date net ETF inflows. They've topped 645 billion dollars according to the latest data from Vify.Join me now to discuss some of the action in the ETF market. I'm joined by Phil McInness at Vandis Investors by American Century Investments. He is their chief investment strategist.Phil, thanks so much for being here with us. >> Thanks, Frank. Pleasure to be here.Um, I I just want to start off jus ...

Summary of AssetMark Financial (AMK) Update / Briefing July 24, 2025 Company Overview - **Company**: AssetMark Financial (AMK) - **Industry**: Financial Services, specifically focused on investment management for financial advisers - **Assets Under Management**: Approximately $150 billion for clients across the country [2] Key Points and Arguments Market Performance - **Market Recovery**: Despite a market downturn in early 2025, the S&P 500 recovered and set new highs, increasing by over 25% after a nearly 20% drop [12][13] - **Retail Investment**: Retail investors contributed significantly, with $155 billion invested in the US stock market in the first half of 2025 [14] - **Corporate Buybacks**: Companies engaged in record stock buybacks, taking advantage of lower stock prices due to tariff uncertainties [15] - **International vs. US Stocks**: International markets outperformed US markets for the first time in 15 years, aided by a weakening US dollar [16] Economic Indicators - **US Dollar Weakness**: The US dollar had its worst start to a year in 2025, benefiting international investments as other currencies appreciated [16] - **Gold Performance**: Gold prices rose by 25% due to its inverse relationship with the dollar and increased demand from global central banks [17][18] - **Diversification Importance**: The first half of 2025 highlighted the need for diversification in investment portfolios [19] Economic Policies and Tariffs - **Administration Policies**: Current policies are seen as pro-growth but also pro-inflation, with a focus on tax cuts and deregulation expected to support markets [22][25] - **Tariff Impact**: The average effective tariff rate started at 2.5% in 2025, with potential increases causing market nervousness. However, a steady high tariff policy is deemed manageable for the US economy [26][29] - **Economic Growth Expectations**: The economy is expected to rebound in the second quarter of 2025, with growth projected around 2.5% [32] Inflation and Interest Rates - **Current Inflation Rate**: The latest inflation reading is at 2.7%, with tariffs contributing to rising prices in goods [44] - **Interest Rate Outlook**: If inflation rises, the Federal Reserve may delay interest rate cuts, maintaining a floor on how low rates can go [49][55] Tax Bill Implications - **Deficit Concerns**: The US deficit is projected to rise significantly due to the new tax bill, which makes 2017 tax cuts permanent and introduces temporary tax breaks [51][55] - **Market Reactions**: The tax bill reduces uncertainty around tax policy and the debt ceiling, positively impacting market sentiment [52][54] Investment Strategies - **Technology and AI**: The rapid advancement of technology, particularly AI, presents significant investment opportunities, although the top 10 tech stocks dominate the S&P 500 [73][74] - **Diversification Strategy**: Investors are encouraged to diversify within the US and consider international markets, especially given the weaker dollar [78][80] - **Gold as a Diversification Tool**: Gold is recommended for portfolio diversification, but its volatility should be considered [85] Other Important Insights - **Volatility and Market Corrections**: Historical data shows that market corrections are normal and necessary for healthy long-term growth [86] - **Consumer Spending**: The US consumer remains a key driver of the economy, with stable job markets and rising wages, albeit at a slower pace [35][39] This summary encapsulates the key insights from the AssetMark Financial briefing, highlighting the company's perspective on market trends, economic indicators, and investment strategies for the remainder of 2025.

With a focus on REITs, ETFs, Preferreds, and 'Dividend Champions' across asset classes, members gain complete access to our research and our suite of trackers and portfolios targeting premium dividend yields up to 10%.iREIT®+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income, diversification, and inflation hedging. Get started with a Free Two-Week Trial and take a look at ou ...

George is a contributor to the investing group Yield Hunting: Alt Inc Opps , a premium service dedicated to income investors who are searching for yield without the high risk of the equity market. The group manages four portfolios with a range of yield targets, a monthly newsletter, weekly commentary, rankings of CEFs based on yield, trade alerts, and access to chat for questions. Learn more George Spritzer, CFA is a registered investment advisor who specializes in managing closed-end funds for individuals. ...

The Core 10 Crypto Basket is now available in the https://t.co/hcDm4vdblb App! ⭐Discover the Core 10 Basket, inspired by the assets in the Bitwise 10 Crypto Index Fund ETF🧺 Core 10 Basket: $BTC, $ETH, $XRP, $SOL, $ADA, $SUI, $LINK, $AVAX, $LTC, $DOT⚖️ Automatically buy low, sell high by enabling auto-rebalancing📁 Track basket performance separately from your other holdingsDiversify now: https://t.co/OL2BTpCGdw ...

Group 1 - FT Vest Laddered Buffer ETF (BATS: BUFR) is designed for risk-averse investors and holds 14 ETFs launched by the same company [1] - The fund aims to provide diversification not only in assets but also in investment methods and philosophies [1] - The author emphasizes the importance of having separate portfolios for different investment goals, including income, growth, and options plays [1] Group 2 - The author identifies as a "long only" investor and avoids shorting companies, focusing on delta-neutral options strategies [1] - Various options strategies mentioned include covered calls, iron condors, butterflies, calendar spreads, and call-put spreads [1] - The analysis primarily focuses on stocks and funds that the author owns or intends to own, indicating a personal investment approach [1]

Regulatory Approval - SEC approves the conversion of Bitwise 10 Crypto Index Fund into an ETF [1] ETF Composition - The ETF will include BTC, ETH, XRP, SOL, ADA, SUI, LINK, AVAX, LTC & DOT [1] Market Trend - Diversification ETFs are emerging in the market [1]