Managing capital in a fund requires building a strategy based on risk rather than on chasing those big wins.I'd prefer to outperform #Bitcoin consistently, and we've been working hard to ensure we're running a hybrid strategy.- Flexibility in market circumstances.- Adding liquidity during periods where we think that it's favourable to do so.That's why we scaled back in the previous quarter, ultimately delivering a 35% outperformance against #Bitcoin in unfavorable market conditions.Make sure to check out ou ...

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“I have Social Security of $3,000 a month after taxes.” (Photo subject is a model.) - MarketWatch photo illustration/iStockphoto Dear Help Me Retire, I am 75, in good health, and still working, but I would like to leave my job, which is boring and provides no satisfaction. I have $830,000 in cash and investments, along with $300,000 in equity in my home, on which I owe $75,000. I receive $3,000 per month in Social Security after taxes. My investments have returned 25%-30% over the past few years, as I h ...

My professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment analysis, and technical trading. What You Will Find in My Analysis: Clear, actionable investment ideas designed to build a balanced portfolio of U.S. securities. A combination of macro-economic analysis and direct, real-world trading experie ...

Group 1 - The author of Novo Capital has five years of experience providing strategic insights and analysis for clients in the private banking sector of a leading Central Asian bank [1] - The methodology developed by the author focuses on corporate valuation, due diligence for investment opportunities, and creating accurate forecasts to guide long-term investment strategies [1] - Novo Capital was established to facilitate discussions on investment ideas and to provide out-of-consensus information that can lead to alpha generation [1]

Core Insights - The article emphasizes the importance of unbiased analysis in finance and stock market forecasting, focusing on both short- and long-term investment strategies [1] Group 1 - The analyst is passionate about finance and enjoys forecasting future market trends using both fundamental and technical approaches [1] - The intention is to assist investors in selecting the best investment strategies to stay ahead of the market [1]

Core Insights - The article emphasizes a versatile investment strategy suitable for various investor profiles, including dividend investors, value seekers, and those looking for growth opportunities [1]. Group 1 - The author, Alberto, possesses a Master's degree in Business Economics and has a strong managerial and economic background, which supports his analysis across all sectors and stock types [1].

I was one of the commentators that said to buy small caps when we hit peak interest rates back in 2023; I wrote an article last year highlighting a pair trade between small and largeNewsletter Author | Investment Advisor | Top 5% of Experts on TipRanks | Long Signal, Short Noise | The Macro Obsession newsletter is a weekly brief on current events and trends in finance, tech, and the real economy. I am a macro-oriented and data-driven investor who obsesses over connecting dots that others don't see (or want ...

Core Insights - The American Century Diversified Corporate Bond ETF (KORP) focuses on generating current income through U.S.-dollar investment-grade corporate bonds while also allocating to high-yield credit when conditions are favorable [1] Investment Strategy - The ETF employs an actively managed investment strategy that integrates fundamental issuer analysis and quantitative risk budgeting to balance interest-rate and credit risk [1] - Duration is typically maintained within a 3–7 year range to manage interest rate sensitivity without sacrificing yield [1] Portfolio Composition - The investable universe includes U.S. and foreign corporate issuers, with the potential to invest up to 35% of net assets in high-yield corporate and other below-investment-grade securities [1] - Portfolio construction aims for broad industry diversification within corporates, with allocations adjusted based on evolving credit conditions [1] Rebalancing Approach - Rebalancing and adjustments are made based on valuation, spread, and risk-budget signals across different quality tiers and sectors [1]

Selling a stock too early is like leaving a party right before Beyoncé shows up — then watching it on Instagram. ...