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X @Ansem
Ansem 🧸💸· 2025-12-07 20:53
well yes this is why i need to diversify how tf am i gonna luckbox wif and trump again back to backapewood (@apewoodx):guy who made all his wealth getting lucky on wif and trump would like to discuss asset diversification strategies ...
Better Buy for 2026: ExxonMobil or Chevron?
The Motley Fool· 2025-12-07 16:05
The two largest U.S.-based integrated energy companies are interchangeable in some ways, but not in others.The energy sector is renowned for its high volatility, largely because of the importance of oil and natural gas to the top- and bottom-lines of most energy businesses. However, there are some companies that have proved they have what it takes to survive the energy cycle while still rewarding investors well with dividends. Two of the best are ExxonMobil (XOM 0.53%) and Chevron (CVX 1.51%). Which one cou ...
X @Forbes
Forbes· 2025-12-06 15:22
How do you diversify away from a concentrated stock position without getting killed by capital gain taxes? There are a dozen ways to skin this cat. https://t.co/YZJbuRumYr (Photo: Big Cheese Photo via Getty Images) https://t.co/jun67Gv7DI ...
X @Bybit
Bybit· 2025-12-06 02:00
No trader wins by staying narrow.Diversify across markets and stay ready for the next move.#Bybit #CryptoArk ...
Mission Produce vs. Limoneira: Which Agri-Stock Is Better Positioned?
ZACKS· 2025-12-05 17:45
Core Insights - The rivalry between Mission Produce Inc. (AVO) and Limoneira Company (LMNR) highlights different strategic approaches in the consumer staples market, with AVO focusing on a premium, brand-driven model and LMNR leveraging volume and diversification [1][2] Group 1: Mission Produce (AVO) - AVO's competitive advantage lies in its vertically integrated model, controlling the entire avocado supply chain from farming to global distribution, which ensures consistent supply and quality [3][4] - The company is expanding its portfolio beyond avocados into mangoes and blueberries, enhancing revenue stability and positioning itself as a multi-category fresh produce provider [6] - AVO is transitioning towards efficiency and cash generation, with a strengthening balance sheet and manageable tariff dynamics, positioning it for improved shareholder returns [7][8] Group 2: Limoneira (LMNR) - LMNR's investment appeal is based on its premium agribusiness operations and valuable real assets, maintaining a strategic niche in high-quality domestic supply of lemons and avocados [9][10] - The company is focused on agricultural optimization and asset monetization, benefiting from a diversified crop portfolio and a strong asset-backed balance sheet [10][14] - LMNR's long-term growth is supported by the maturation of newly planted acreage and partnerships that enhance its market position [12][14] Group 3: Financial Performance and Estimates - AVO's EPS estimates for fiscal 2025 and 2026 have remained unchanged, while LMNR's estimates suggest year-over-year declines of 9.5% and 28.4% respectively [15][21] - In the past six months, AVO has outperformed with a total return of 9.2%, contrasting with LMNR's decline of 9.8% [22] - AVO trades at a forward price-to-sales (P/S) multiple of 0.68X, below its 5-year median, while LMNR's P/S multiple is 1.9X, indicating a valuation edge for AVO [26] Group 4: Conclusion - AVO is positioned as a compelling long-term investment due to its strong return profile, attractive valuation, and growth potential, while LMNR remains fundamentally solid with durable value from its asset base [27][28]
Capturing AI Gains Without Overexposure: ETFs to Consider
ZACKS· 2025-12-05 16:06
The market’s rally has been fueled by AI for quite some time now, with the “Magnificent Seven” significantly outperforming the S&P 500 and accounting for much of the gains. This outperformance is highlighted by the performance of the S&P 500 Information Technology Index, which has added 24.80% year to date, much higher than the broader S&P 500’s 16.6% gain over the same period.But this dominance has also sparked a debate on Wall Street, as stretched valuations and AI-bubble fears prompt investors to rethink ...
I’m a Self-Made Millionaire: 5 Ways I’m Planning My Retirement — Without a 401(k)
Yahoo Finance· 2025-12-04 13:55
Think you need a 401(k) plan to retire rich? Think again. A growing number of self-made millionaires are skipping the traditional path — and still managing to build serious wealth for their golden years. From smart investing moves to unconventional income streams, these go-getters are proving there’s more than one way to plan for retirement. Discover More: I Retired a Millionaire — The Best $20,000 I Ever Spent Preparing for Retirement For You: 5 Clever Ways Retirees Are Earning Up To $1K Per Month From H ...
Have $500 to Put to Work? Start With This Global ETF for Instant Diversification
The Motley Fool· 2025-12-04 13:15
Core Insights - The article emphasizes the importance of diversification in investment portfolios, suggesting that exchange-traded funds (ETFs) are an effective way to achieve this with limited capital [1][2]. Group 1: ETFs and Diversification - ETFs provide instant diversification by holding baskets of stocks, with approximately 4,300 available on U.S. exchanges [2]. - The Dimensional International Value ETF (DFIV) is highlighted as a strong option for international exposure, requiring only a $500 initial investment [3][16]. - DFIV is actively managed, with a 16% annual turnover in holdings, compared to lower turnover rates in passively managed funds [6][10]. Group 2: Fund Composition and Performance - DFIV focuses on large foreign companies in developed nations, excluding emerging markets, and aims to invest in undervalued companies [7]. - The fund's current holdings include 541 stocks, with significant allocations in Japan (21.7%), the U.K. (12.9%), Canada (11.3%), and Germany (9%) [8]. - DFIV has delivered a total return of 40% this year, outperforming both passive funds and the S&P 500 [10]. Group 3: Costs and Benefits - The expense ratio for DFIV is 0.27%, which is higher than that of comparable passive ETFs, but the annual cost on a $500 investment is relatively low at $1.35 [12]. - DFIV offers a dividend yield of 3.1%, providing income that can be reinvested or used for other expenses [14]. - Consistent investment, even as little as $50 per month, can significantly grow an initial investment over time, illustrating the potential of long-term investing with DFIV [15][16].
IGM Over IYW: Why Diversification Trumps Concentration In Today's Tech Rally
Seeking Alpha· 2025-12-04 11:30
Core Insights - The article discusses investment strategies focused on technology companies, particularly highlighting the dominance of mega-cap companies within the S&P 500 index [1]. Group 1: Investment Strategies - There are various methods to invest in tech companies, with a significant amount of capital directed towards leading mega-cap firms [1]. - The analysis includes two specific BlackRock ETFs that target these technology investments [1]. Group 2: Analyst Background - The author has a Master's degree in Banking & Finance and possesses a decade of experience in corporate finance, M&A, and investment analysis, with a focus on sectors like real estate and renewable energy [1]. - The author emphasizes expertise in financial modeling, valuation, and qualitative analysis, supported by practical roles in private equity and asset management [1].
3 Top ETFs I Plan to Pile Into in December to Boost My Passive Income in 2026
The Motley Fool· 2025-12-04 11:15
Core Viewpoint - Investing in exchange-traded funds (ETFs) is an effective strategy for generating passive income and diversifying investment portfolios [1] Group 1: ETFs for Passive Income - The Schwab U.S. Dividend Equity ETF (SCHD) is highlighted for its ability to enhance income portfolios, holding 100 high-yield dividend stocks [3][4] - The JPMorgan Equity Premium Income ETF (JEPI) employs a strategy of writing out-of-the-money call options on the S&P 500, generating monthly options income for investors [8][10] - The State Street SPDR Portfolio High Yield Bond ETF (SPHY) provides exposure to high-yield debt, offering a distribution yield of 7.4% over the last 12 months [13][14] Group 2: Performance Metrics - The Schwab U.S. Dividend Equity ETF has a distribution yield of 3.9% and has delivered over 11% annual total returns over the last five and ten years [4] - The JPMorgan Equity Premium Income ETF has produced an 8.4% income yield and over 10% annual returns in the last three to five years, with a low expense ratio of 0.35% [10] - The State Street SPDR Portfolio High Yield Bond ETF holds 1,950 bonds, providing broad diversification to mitigate default risk [14] Group 3: Future Investment Plans - Plans to invest in the Schwab U.S. Dividend Equity ETF, JPMorgan Equity Premium Income ETF, and State Street SPDR Portfolio High Yield Bond ETF in December aim to boost income generation in 2026 [15]