Diversification

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Norway’s Wealth Fund Has Best Quarter Since 2023
Bloomberg Television· 2025-08-12 10:49
Solid returns here, but the question needs to be asked. With stocks at an all time high. Concerns of sticky inflation and economic weakness.The impact of tariffs. Take your pick. Just how sustainable are those levels of returns.Now, I have to say, this is this is a very strong quarter, and I'm personally quite surprised that markets have done so well and in particular the rebound we've had seen since April. I think it's very, very surprising given everything that's going on in the world. It's surprising.And ...
X @Market Spotter
Market Spotter· 2025-08-12 07:00
Diversification remains a cornerstone of a robust #crypto investment strategy. Spread your assets wisely. ...
The right investment strategy starts with the right mix of ingredients. Get cooking.
Fidelity Investments· 2025-08-11 17:39
Smart investment strategies and diversification explained with…dumplings. See how to try and cook up your own recipe for success. Watch now. #investing #strategy Diversification and asset allocation do not ensure a profit or guarantee against loss. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1190929.2.0 ...
X @Investopedia
Investopedia· 2025-08-11 14:30
If you're new to investing, you can position yourself for success by avoiding these common mistakes, such as failing to diversify your portfolio or ignoring the impact of taxes and expenses. https://t.co/2KjmB7NUWI ...
e.l.f. Beauty: Take The Market Gift On This Successful Company
Seeking Alpha· 2025-08-11 14:13
Core Viewpoint - The article emphasizes the potential investment opportunity in e.l.f. Beauty (NYSE: ELF), highlighting its status as a premium fast-growing company and suggesting that current market conditions present an excellent buying opportunity [1]. Investment Strategy - The investment approach is value-oriented, focusing on acquiring growth stocks that are reasonably valued, aligning with the philosophy of buying wonderful companies at fair prices [1]. - The portfolio is concentrated in 12 to 15 stocks, allowing for in-depth knowledge and strategic trading based on market conditions [1]. Portfolio Performance - The portfolio has shown significant returns over the years, with a total return of 4,114% since inception in 2016, and an internal rate of return (IRR) of 51.54% per year [1]. - Yearly performance highlights include: - 2016: 1.28% return vs. NASDAQ 7.50% - 2017: 49.40% return vs. NASDAQ 28.23% - 2018: 84.91% return vs. NASDAQ -3.88% - 2019: -1.08% return vs. NASDAQ 35.23% - 2020: 173.62% return vs. NASDAQ 43.63% - 2021: 37.84% return vs. NASDAQ 21.40% - 2022: 20.93% return vs. NASDAQ -33.10% - 2023: 87.60% return vs. NASDAQ 43.42% - 2024: 77.98% return vs. NASDAQ 29.83% [1].
ePlus(PLUS) - 2025 H1 - Earnings Call Transcript
2025-08-11 09:00
Financial Data and Key Metrics Changes - The company reported revenue of $415 million for the first half of 2025, representing a year-on-year growth of 4% [40] - EBITDA grew significantly by 1512% year-on-year, reaching $185 million [39] - Total customer deposits more than doubled to $3.1 billion, with an average deposit per active customer increasing to approximately $17,000 [25][39] - The company ended the period with cash balances of approximately $938 million and no debt, indicating a strong financial position [42] Business Line Data and Key Metrics Changes - Non-OTC revenues accounted for approximately 13% of the group's total revenue in 2025, up from just 1% when the futures business was acquired in 2021 [24] - The futures business saw customer segregated funds grow to approximately $850 million, a 140% increase from the previous year [26] - 66% of OTC revenue was derived from customers who have been trading with the company for over three years, highlighting customer retention [9] Market Data and Key Metrics Changes - The company expanded its operations into new markets, including the UAE and Canada, and secured a new license in Japan [10][20] - The acquisition of MetaEquities in India is expected to enhance the company's presence in a significant market [18][14] - The company operates in over 60 countries, serving approximately 32 million registered customers [21] Company Strategy and Development Direction - The company aims to deepen customer engagement and enhance retention through investments in technology and customer service [10] - A strategic roadmap has been established to focus on growth, innovation, and diversification into non-OTC products [48] - The company is committed to maintaining its competitive advantage through proprietary technology and expanding its product offerings [30][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the structural growth opportunities ahead and the positive momentum in the business [4] - The company views regulatory changes in India as positive for long-term growth and market stability [54] - There is a focus on balancing growth between non-OTC and OTC segments to ensure robust returns [57] Other Important Information - The company has returned approximately $365 million to shareholders year-to-date, equivalent to 11% of its market capitalization [6] - Plus500 has been recognized as the best-performing share in the FTSE All Share Index over the last twelve years [7] - The company is committed to being carbon negative by 2030 and has moved to a more energy-efficient headquarters [15] Q&A Session Summary Question: What are the implications of regulatory changes in India for MetaEquities? - Management views the new regulatory changes as positive, as they support a more structured and regulated market, which can attract new customers [55] Question: What is driving the growth in non-OTC customer deposits? - The growth is primarily driven by recruiting introducing brokers, which brings in their customers, thus increasing deposits [63] Question: What strategies have been implemented to improve customer retention? - The company has focused on enhancing its technology stack and integrating AI and big data capabilities to improve customer retention and reduce churn rates [65] Question: When can we expect revenue from non-OTC products to accelerate? - Management anticipates continued growth in revenues as investments in new products and geographies yield results [68] Question: What changes have been made to improve marketing efficiency? - The company has optimized its marketing processes, leading to lower customer acquisition costs while increasing the quality of earnings and customer longevity [71]
2 High-Yielding ETFs That You Can Rely on for Recurring Income
The Motley Fool· 2025-08-09 10:45
The funds listed here offer a good mix of safety, diversification, and dividends.Generating recurring income for your portfolio can be a great way to grow its value and provide you with a way to generate cash flow without having to sell stocks. You can then use that money to pay bills, pad your savings, or even have it reinvested back into stocks. What's important when investing in income-generating investments is picking ones that you can safely rely on. Chasing high yields can lead to trouble later on if ...
Tech is going to continue to drive the market rally, says HSBC’s Jose Rasco
CNBC Television· 2025-08-08 20:37
Let's stay on the market. Let's bring in Aerial Investments vice chairman Charlie Binscoy and HSBC chief investment officer Jose Rasco. Great to have you both here.Charlie, I'm going to kick this off with you. I'm going to pick up on something that was just touched on by Mike and John. And that is uh what we've seen so far in this earning season because we've seen this upside surprise to earnings, but there's also been this debate with a number of Wall Street strategists writing about it this week on the co ...
Geospace Technologies (GEOS) - 2025 Q3 - Earnings Call Transcript
2025-08-08 15:00
Geospace (GEOS) Q3 2025 Earnings Call August 08, 2025 10:00 AM ET Speaker0Welcome to the Geospace Technologies third quarter twenty twenty five earnings conference call. Hosting the call today from Geospace is Mr. Rich Kelly, President and Chief Executive Officer.He is joined by mister Robert Curda, the company's chief financial officer. Today's call is being recorded and will be available on the Geospace Technologies Investor Relations website following the call. At this time, all participants have been pl ...
Runway Growth Finance (RWAY) - 2025 Q2 - Earnings Call Transcript
2025-08-07 22:00
Runway Growth Finance (RWAY) Q2 2025 Earnings Call August 07, 2025 05:00 PM ET Speaker0Ladies and gentlemen, thank you for standing by, and welcome to the Runway Growth Finance Second Quarter twenty twenty five Earnings Conference Call. Please be advised that today's conference is being recorded. I would like now to hand the conference over to Quinlan Abel, Assistant Vice President, Investor Relations. Please go ahead.Speaker1Thank you, operator. Good evening, everyone, and welcome to the Runway Growth Fina ...