Your first guest today might agree with that. He's been saying on this show for a while to diversify beyond just big tech. So, let's see what he has to say about that.What to buy, what to own next year. Joe Tennuse is chief investment strategist at Northern Trust and he joins us now. I know that's not you.You're not Bank of America, but >> but I'm not surprised. >> Okay. Are you seeing similar types of data at Northern Trust.>> We are. I think there's genuinely a lot of excitement about the opportunity ahea ...

Investors may want to hedge the high concentration of "Magnificent Seven" stocks going into the new year.The S&P 500 (^GSPC 0.19%) is arguably the stock market's most important index. Tracking around 500 of the largest American companies on the market, it has long been a way that people get a peek into the health of the U.S. economy (though the two are not directly tied).After slipping into a brief correction amid the Trump administration's tariff plan in April, the S&P 500 has bounced back impressively. Th ...

Group 1 - The article emphasizes the importance of income-focused investing, particularly in the context of market volatility and the "AI trade" showing signs of instability [2] - iREIT+HOYA Capital provides investment research on various income-producing asset classes, including REITs, ETFs, closed-end funds, preferreds, and dividend champions, targeting dividend yields up to 10% [2] - The service aims to help investors achieve dependable monthly income, portfolio diversification, and inflation hedging [2] Group 2 - The S&P 500 has traditionally been viewed as a means for broad market diversification, but current market conditions may require a shift towards more defensive stock options [2] - The investment group focuses on high-yield, dividend growth investment ideas, catering to investors with a medium- to long-term horizon [2]

Burford Capital Limited (NYSE:BUR) is one of the stocks that will double in 2026. Earlier on November 11, B. Riley analyst Timothy D’Agostino lowered the firm’s price target on Burford Capital to $18 from $20 with a Buy rating on the shares. This sentiment followed the company’s Q3 2025 earnings report. D’Agostino believes that the recent decline in the stock price offers an attractive entry point for investors. In its Q3 report, Burford Capital announced achieving a significant increase in definitive co ...

Consumers are concerned about rising costs, but they won't stop purchasing their necessities.The economy is in a peculiar state right now, with consumers increasingly shopping at stores known for offering low prices. It's why Walmart (WMT +0.08%) and its everyday low-price model is doing better than Target (TGT +0.48%) and its more upscale approach. If you are looking to invest some cash today, even if it's just $500, it might be smart to take a more conservative approach.Vanguard Consumer Staples ETF (VDC ...

LATEST: 🏦 Brazil's largest asset manager, Itáu Asset Management, now recommends investors allocate 1%-3% of their portfolios to Bitcoin, with an executive emphasizing BTC's dual benefits of diversification and wealth protection. https://t.co/QopOjra2uJ ...

Group 1 - Wilson Research focuses on providing insights primarily on exchange-traded funds (ETFs) that balance growth potential and dividend yield [1] - The analysis incorporates fundamental analysis along with macro-level factors such as industry trends, economics, and geopolitics [1] - The team includes an MBA graduate and an independent financial coach, aiming to deliver actionable information for long-term investors who prioritize diversification and low fees [1] Group 2 - Wilson Research draws inspiration from the investment philosophies of Warren Buffett and the entrepreneurial philosophies of Robert Kiyosaki [1]

Core Insights - The article compares two consumer staples ETFs, the State Street Consumer Staples Select Sector SPDR ETF (XLP) and the Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS), highlighting their distinct approaches to sector exposure and investment strategies [1][2]. Expense Ratios and Portfolio Structure - XLP has a significantly lower expense ratio of 0.08% compared to RSPS's 0.40%, making it more cost-effective for investors [3][10]. - XLP manages $15.5 billion in assets under management (AUM), while RSPS has $236.2 million, indicating XLP's larger scale and potential liquidity advantages [3][11]. - XLP's portfolio is market-cap-weighted, leading to heavy exposure to large companies like Walmart and Procter & Gamble, with its top three holdings comprising nearly 30% of the fund [5][7]. - RSPS employs an equal-weighting strategy, providing more balanced exposure across its 37 holdings, with top positions representing less than 4% of assets each [6][7]. Performance and Risk Comparison - Over the past year, RSPS has returned -5.05%, while XLP has returned -3.19%, indicating better performance for XLP in this timeframe [3]. - The maximum drawdown over five years for RSPS is -18.61%, compared to -16.32% for XLP, suggesting that XLP has been slightly less volatile [4]. - The growth of $1,000 invested over five years would yield $992 for RSPS and $1,180 for XLP, further illustrating XLP's superior performance [4]. Investment Implications - XLP's concentrated approach can lead to higher returns when top holdings perform well, but it also poses risks if those stocks underperform [8][9]. - RSPS's diversified strategy may protect against volatility but could dilute the potential gains from high-performing stocks [9]. - Investors should consider the trade-offs between cost, performance, and risk when choosing between these two ETFs [10].

TOPT holds only the 20 largest U.S. stocks with quarterly rebalancing. Three holdings (NVIDIA, Apple, Microsoft) comprise 42% of the fund. The fund charges 0.20% annually versus 0.03% for VOO. VOO includes the same top 20 stocks plus 480 additional companies for diversification. ...

Core Insights - The iShares Russell 2000 ETF (IWM) offers lower costs, higher yield, and broader diversification compared to the iShares Russell 2000 Growth ETF (IWO), which focuses on growth-oriented small-cap stocks [1][2] Cost and Size Comparison - IWM has a lower expense ratio of 0.19% compared to IWO's 0.24% - IWM provides a higher dividend yield of 0.97% versus IWO's 0.65% - Assets Under Management (AUM) for IWM is $72.5 billion, significantly larger than IWO's $13.2 billion [3] Performance and Risk Comparison - IWO has a maximum drawdown of -42.02% over five years, while IWM's is -31.91% - The growth of $1,000 invested over five years would result in $1,334 for IWM compared to $1,212 for IWO [4] Portfolio Composition - IWM holds 1,951 stocks across all sectors, with notable tilts towards healthcare (18%), financials (18%), and industrials (17%) - IWO focuses on a more concentrated portfolio with top sectors including healthcare (25%), industrials (22%), and technology (21%) [5][6] Investment Implications - IWM is more diversified, providing broader exposure to the small-cap market, which may help limit risk during volatility - IWO offers a targeted approach with higher potential for growth but comes with a more concentrated risk profile [8][9]