Investment Portfolio Allocation
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Priority Income Fund Announces 20.71% Annualized Total Cash Distribution Rate (on Net Asset Value) with Common Shareholder Distributions for December 2025 through February 2026
Globenewswire· 2025-12-29 21:01
NEW YORK, Dec. 29, 2025 (GLOBE NEWSWIRE) -- Priority Income Fund, Inc. (“Priority Income Fund” or the “Fund”) announced today that the Fund’s Board of Directors has declared monthly cash common shareholder distributions for December 2025, January 2026, and February 2026. The annualized total cash distribution is $1.05016 per share (20.71% annualized rate based on the November 30, 2025 net asset value), for distributions with record dates between December 2, 2025 and February 3, 2026 based on the November 30 ...
The Best $1K Gen X Can Spend on Their Investment Portfolio This Year
Yahoo Finance· 2025-10-13 22:38
Group 1 - The article emphasizes the importance of strategic investment for Generation X as they approach retirement, highlighting that while they have less time to grow their investments compared to younger generations, proper allocation can still significantly impact their financial future [1] - Retirement accounts such as 401(k) and IRA are recommended as foundational elements of a portfolio for Gen Xers, offering tax benefits that can enhance the value of investments [3] - Catch-up contributions become available at age 50, allowing for additional contributions of $7,500 in a 401(k) and $1,000 in an IRA in 2025, which can greatly increase retirement savings [4] Group 2 - A diversified portfolio should include less-risky investments like index funds or ETFs, which provide exposure to a broad range of companies and reduce overall risk while still participating in market growth [5] - With an investment of $1,000, options include purchasing an S&P 500 index fund or a total stock market ETF, both of which are typically low-cost, allowing more capital to remain invested [6] - Real Estate Investment Trusts (REITs) offer an alternative way to invest in real estate without owning property directly, providing income-generating opportunities and often higher dividends compared to individual stocks [7] Group 3 - Target-date funds are presented as a suitable option for Gen Xers seeking a hands-off investment approach, as these funds automatically adjust their asset allocation from aggressive to conservative as retirement approaches [8]
Bitcoin Belongs In An 'Ideal' Portfolio, Says BlackRock Executive, But Thinks A 5% Allocation Is High
Yahoo Finance· 2025-09-10 10:24
Core Insights - Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, advocates for an investment portfolio that includes hard assets like gold and Bitcoin [1][2] - Rieder suggests that Bitcoin should be considered as a hedge against currency depreciation, although he finds a 5% allocation to Bitcoin in a portfolio to be "high" [2][3] - BlackRock previously recommended a 1-2% allocation for Bitcoin in multi-asset portfolios, indicating that exceeding 2% could increase portfolio risk disproportionately [4] Bitcoin and Gold Allocation - Rieder's Global Allocation Fund has a 3 to 5% exposure to gold, viewing it as a better hedge against currency fluctuations compared to Bitcoin, which he notes tends to correlate with the Nasdaq [3][4] - Billionaire hedge fund manager Ray Dalio recently suggested a 15% allocation to either gold or Bitcoin, indicating differing views on the appropriate level of exposure [4] Market Behavior of Bitcoin - Bitcoin has been marketed as an inflation hedge but has shown behavior more akin to a risk-on asset, being sensitive to macroeconomic events [5] - A report from Franklin Templeton highlights that Bitcoin's price correlation with the Nasdaq has increased significantly over the past three years, while showing no significant correlation with gold [6] - As of the latest data, Bitcoin was trading at $112,351, reflecting a 0.52% decrease in the last 24 hours [6]
Bitcoin Belongs In An 'Ideal' Portfolio, Says BlackRock Executive, But Thinks A 5% Allocation Is High - BlackRock (NYSE:BLK)
Benzinga· 2025-09-10 10:24
Group 1 - Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, advocates for an investment portfolio that includes hard assets like gold and Bitcoin as a hedge against currency depreciation [1][2] - Rieder suggests that a Bitcoin allocation of 5% seems "high," while BlackRock previously recommended a range of 1-2% for Bitcoin in multi-asset portfolios [2][4] - BlackRock's exposure to gold is between 3 to 5%, and Rieder considers gold a better currency hedge compared to Bitcoin, which has shown a correlation with the Nasdaq [3][4] Group 2 - Bitcoin has been marketed as an inflation hedge but has behaved more like a risk-on asset, particularly vulnerable to macroeconomic shocks [5] - A report by Franklin Templeton indicates that Bitcoin's price correlation with the Nasdaq has increased significantly over the past three years, while no significant correlation with gold was found [6]