You can build your own circle of competency with trusted advisors who bring their expertise on growing wealth — and Advisor.com can help you find a financial professional that’s right for you.Read More: Approaching retirement with no savings? Don’t panic, you're not alone. Here are 6 easy ways you can catch up (and fast)"You’ve got to be prepared, when you buy a stock, to have it go down 50% — or more — and be comfortable with it, as long as you’re comfortable with the holding," he said (3).His strategy, ho ...

I know this is easy to say in hindsight, but April's tariff tantrum sure was a great buying opportunity. One of my picks from that period was Unity Bancorp ( UNTY ), a smallI like to take a long term, buy-and-hold approach to investing, with a bias toward stocks that can sustainably post high quality earnings. Mostly found in the dividend and income section. Blog about various US/Canadian stocks at 'The Compound Investor', and predominantly UK names on 'The UK Income Investor'.Analyst’s Disclosure:I/we have ...

Core Insights - State Street Corporation (STT), a leading custody bank based in Boston, has shown strong performance in 2023, achieving approximately a 23% return, which surpasses both the broader banking sector and the S&P 500 [1] Performance Analysis - The buoyant financial markets have positively impacted the bank's performance, contributing to its strong returns [1]

Core Viewpoint - Nordea has significantly outperformed the broader European financial sector in recent months, with its American Depositary Shares (ADSs) returning 18% since July [1]. Group 1 - Nordea is identified as a pan-Nordic lender that has shown strong performance compared to its peers [1]. - The investment strategy focuses on a long-term, buy-and-hold approach, particularly favoring stocks that can deliver sustainable high-quality earnings [1].

Investment Philosophy - Warren Buffett emphasizes a long-term investment approach, famously stating that his holding period is "forever," focusing on companies that will remain strong and profitable for decades [3][4] - The buy-and-hold strategy is highlighted as an effective way to reduce costs and benefit from compound interest, despite being perceived as boring [4] Investment Criteria - Buffett looks for businesses with strong management and competitive advantages, treating stock purchases as buying a part of a real business rather than just a ticker symbol [5][6] - Investors are encouraged to research businesses they would want to own entirely, reflecting Buffett's mindset in evaluating investment opportunities [6] Patience and Discipline - Patience is crucial in investing, as emotional decision-making can lead to missed opportunities; Buffett exemplifies this by waiting for the right prospects [7] - Investors can adopt a similar approach by holding excess funds in high-yield savings accounts to capitalize on ripe opportunities, aligning with Buffett's view that the stock market transfers money from the impatient to the patient [8]

Group 1 - The Bank of New York Mellon Corporation (NYSE: BK) is currently experiencing strong business performance, benefiting from its position as the largest traditional custody bank [1] - The capital markets environment is favorable, contributing to the bank's success [1] Group 2 - The investment strategy discussed emphasizes a long-term, buy-and-hold approach, focusing on stocks that can deliver sustainable high-quality earnings, particularly in the dividend and income sectors [1]

Core Insights - 2025 has been challenging for many consumer-facing stocks, including Wyndham Hotels & Resorts, which has seen its shares decline by 10% [1] Company Summary - Wyndham Hotels & Resorts is a leading hotel franchisor that has experienced a significant drop in stock value in 2025 [1] - The investment strategy focuses on a long-term, buy-and-hold approach, particularly favoring stocks that can deliver sustainable high-quality earnings [1]

Group 1: Berkshire Hathaway's Investment Moves - Berkshire Hathaway has exited its position in Chinese electric vehicle company BYD after 17 years, with a previous stake valued at $415 million at the end of 2024, now reduced to zero by March 31, 2025 [3] - The announcement of Berkshire's exit from BYD led to a 3% decline in BYD's stock price, raising questions among investors about whether to follow Buffett's lead [3] Group 2: BYD Company Overview - BYD is the leading electric vehicle manufacturer in China, holding a 26.5% market share, significantly higher than the second-largest competitor, Geely [4] - In the first quarter of 2025, sales of battery-electric vehicles and plug-in hybrids in China reached 2.63 million units, representing a 43% increase year-over-year [4] - BYD has expanded its market presence to over 110 countries, with notable entries into the U.K., Brazil, and Singapore [5] - The company recently set a record for the world's fastest production car with its Yangwang U9 "Xtreme" supercar, achieving a top speed of 308 miles per hour [5] - BYD's market capitalization stands at $121.2 billion, with shares increasing by 27% over the past year, although this growth lags behind competitors Xiaomi (167%) and XPeng (122%) [6]

Group 1: Investment Strategies - The article discusses the contrasting views on diversification in investing, highlighting Warren Buffett's support for index funds and diversification as a means to mitigate risk, while Mark Cuban argues against it, stating that diversification is "for idiots" [4][5][23] - A 2017 report from Cambridge Associates emphasizes that diversified portfolios tend to yield better long-term returns compared to concentrated investments, especially during market fluctuations [2] Group 2: Alternative Investment Opportunities - Real estate is presented as a viable alternative asset class for diversification, with platforms enabling easier access to the market without the burdens of property management [9][10] - Homeshares offers accredited investors access to the U.S. home equity market with a minimum investment of $25,000, providing exposure to owner-occupied homes [11] - Crowdfunding platforms like Arrived allow non-accredited investors to enter the real estate market with investments as low as $100 [12] - Commercial real estate is highlighted as a stable investment option, with First National Realty Partners (FNRP) providing access to institutional-quality investments [17][18] Group 3: Art as an Investment - Investing in blue-chip contemporary art is suggested as a unique diversification strategy, with historical performance outpacing the S&P 500 over the past 25 years [20] - Masterworks offers investors the opportunity to invest in art, reporting annualized net returns of +17.6%, +17.8%, and +21.5% from their previous sales [21] Group 4: Financial Advisory Services - The importance of having a team to support investment decisions is emphasized, with both Buffett and Cuban relying on experienced teams for guidance [23] - Advisor.com is mentioned as a platform connecting individuals with vetted financial advisors to help develop investment strategies [24][25]

Group 1 - Concerns regarding the direction of the U.S. economy have negatively impacted consumer discretionary stocks, including InterContinental Hotels Group PLC (IHG) [1] - The investment approach favored by the company is long-term, buy-and-hold, focusing on stocks that can sustainably deliver high-quality earnings [1]