Core Insights - Retirement savers are advised to build on successful strategies rather than starting anew each year, especially after a tumultuous 2025 marked by various economic challenges [1] Group 1: Effective Retirement Strategies - Automating Roth IRA conversions during market dips has proven beneficial, allowing for tax-free growth at lower valuations, which should continue into 2026 [3] - Individuals aged 50 and older can make catch-up contributions of an additional $7,500 to retirement plans, providing immediate tax savings and long-term compounding benefits before potential rule changes in 2026 [4] - Delaying Social Security claims until age 70 can significantly enhance retirement income, but careful consideration of tax implications is necessary to avoid higher tax brackets [5][6] - Investors are encouraged to rebalance and reassess their portfolios to ensure diversification and alignment with market conditions as they enter 2026 [7]

Welcome back to Money Movers. Let's turn to the market. S&P 500 off session lows but still tracking for its fourth down day in a row with the consumer discretionary and tech seed sectors leading the losses.Here with us at Post9 with her outlook is Newberger Burman, private wealth managing director Holly Newman. What do you think the market is telling us. What's the message here, Holly, in the last few sessions.>> Well, it's kind of refreshing. This is going to sound crazy, but to be here on a day when we're ...

Key Takeaways BRK.B bought about 17.85M Alphabet shares and cut its Apple stake to 238.2M shares.The conglomerate is reducing concentration risk while exiting BYD and lifting Japanese holdings.BRK.B's EPS estimates have slipped even as consensus sees revenue rising in 2025 and 2026.Berkshire Hathaway Inc. (BRK.B) is yet again rephasing its portfolio — bought shares in Alphabet and trimming stake at Apple. Per TheStreet, Berkshire has purchased around 17.85 million shares for about $4.34 billion as found in ...

Investment professionals are feeling optimistic about the future of the economy. The majority expect inflation to remain under 3%, and 84% of registered investment advisors expect another Federal Reserve rate cut this year, according to the latest RIA Economic Outlook Index. Find Out: I’m a Financial Advisor: 4 Investing Rules My Millionaire Clients Never Break Read Next: 9 Low-Effort Ways To Make Passive Income (You Can Start This Week) Here’s how investment experts are adjusting their portfolios in resp ...

Sometimes investors need to think big picture: how to build a smart portfolio, avoid mistakes, and access time-tested principles. Here to discuss investing ideas is Christine Benz, Morningstar’s director of personal finance and retirement planning. This interview has been edited for length and clarity. Are You Playing It Too Safe With Your Portfolio? Q: What are some signs that an investor might be taking on too much risk or playing it too safe with their allocations? A: People can use age 50 as kind of ...

Keep your portfolio balanced effortlessly with the USDC Spot Rebalancing Bot!Customize your schedule and asset ratios, then let it work 24/7 to optimize your holdings.👉 https://t.co/XUrzkzIgLL https://t.co/KaJC7IIBeA ...

Pekic | E+ | Getty Images[CK bullet with numbers.]The stock market's impressive run in recent years may be fattening your portfolio, but it also might have thrown your intended investment mix off balance.While artificial intelligence stock valuations spurred a market decline on Tuesday, the major indexes are still well up this year, propelled both by AI-related and big technology stocks. Through Tuesday's close, the S&P index is up about 15.1%. Both the Dow and the Nasdaq have also posted double-digit gains ...

Core Insights - Amplius Wealth Advisors sold 27,345 shares of Invesco QQQ Trust, valued at approximately $15.7 million, during the third quarter, reducing its stake in the ETF [1][2][7] - The remaining shares held by Amplius at the end of the third quarter totaled 44,215, representing 2.3% of the firm's 13F assets under management (AUM) [2][3] Financial Metrics - As of the latest market close, Invesco QQQ Trust's price was $617.10, reflecting a 25% increase over the past year, outperforming the S&P 500's nearly 17% gain [3][4] - The total AUM for Invesco QQQ Trust is reported at $402.1 billion, with a one-year total return of 24% [4] Investment Strategy - The sale of QQQ shares is part of a tactical rebalancing strategy by Amplius, rather than a complete shift away from growth investments [7][10] - Despite the reduction in QQQ holdings, Amplius maintains significant exposure through its Amplius Aggressive Asset Allocation ETF (AAAA), which allocates 12.7% of its assets to QQQ [7][10] Market Position - Invesco QQQ Trust is recognized as a leading ETF that provides targeted access to the NASDAQ-100 Index, focusing on large-cap growth stocks, particularly in the technology sector [6][9] - The ETF's structure allows for liquid access to growth-oriented equities, making it a barometer for market leadership in innovation-driven sectors such as cloud computing, AI, and semiconductors [9][11]

Core Insights - David Tepper's Appaloosa LP has significantly reduced its equity portfolio, indicating a cautious stance towards high-growth and technology-linked stocks while consolidating capital into core holdings with better risk-reward profiles [1][7] Reductions in Holdings - **iShares China Large-Cap ETF (FXI)**: Reduced by 82.14%, selling 4.6 million shares and retaining 1 million, reflecting caution towards Chinese equities due to sluggish growth and regulatory uncertainty [2] - **Oracle Corp (ORCL)**: Decreased by 78.57%, trimming 550,000 shares to hold 150,000, likely due to profit-taking after a strong rally and rising competition concerns [3] - **PDD Holdings Inc (PDD)**: Cut by 54.23%, selling 2.37 million shares and retaining 2 million, indicating a tactical pullback from Chinese e-commerce amid geopolitical tensions [4] - **Meta Platforms Inc (META)**: Reduced by 27.27%, cutting 150,000 shares to hold 400,000, signaling valuation discipline after a surge [5] - **Alphabet Inc (GOOG)**: Decreased by 25.37%, selling 510,000 shares and retaining 1.5 million, reflecting portfolio rebalancing within large-cap tech [6] Full Exits - Appaloosa executed several full exits, including the liquidation of the SPDR S&P 500 Fossil Fuel Reserves ETF (SPYX), a $2.5 billion PUT position that constituted about 30% of the portfolio, and exited Apple (AAPL) with a $278 million PUT stake [8][9] - Other full exits included Wynn Resorts (WYNN), Las Vegas Sands (LVS), and Broadcom (AVGO), indicating profit-taking in leisure and semiconductor sectors after strong performance [9][10] Overall Strategy - Tepper's recent activity highlights a disciplined risk-management approach, focusing on high-liquidity, large-cap names while maintaining flexibility to redeploy capital towards higher-upside opportunities [7][10]

Market Resilience & Economic Outlook - The market has shown resilience despite fears and earnings revisions, experiencing a V-shaped recovery after a 3% drop [1][2] - Tariff concerns are quickly absorbed by the markets and are not expected to derail the current trajectory [2] - Strong corporate earnings contribute to market resilience, even amidst skepticism about CPI numbers due to government shutdowns [3] - The market is engaged in a "juggling act," balancing strong earnings with concerns about economic data [3] - Concerns on the edges of the market are healthy, preventing a straight "rocket ship up" scenario and fostering a two-way conversation [6] Investment Strategy & Portfolio Allocation - A balanced portfolio, including alternative investments, is recommended for clients [4] - Alternative investments are crucial for protection in a down market, offering safe interest, low volatility, and absolute returns [14] - A sample allocation package includes 40-45% equities, 30-40% fixed income, and 25-35% alternative investments [14] - Focus is on market-neutral, uncorrelated asset classes within alternatives, targeting 4-6% volatility and 5-7% coupon [15] Technology & AI - AI is considered a potential global revolution, comparable to infrastructure developments like railroads, and is still in its early stages [5] - Companies are investing heavily in capex to stay ahead in AI, which may temporarily affect earnings but is seen as necessary for growth [11][12] Tech Earnings & Market Dynamics - Tech earnings expectations are relatively high, and the margin of beat may be lower than before [8] - Dispersion within the Mag 7 stocks is healthy, with some stocks up significantly while others are relatively flat year-to-date [8] - A 3% pullback in the market, despite challenges, indicates resilience but also suggests a lack of a significant reset [10] - Strong earnings and ongoing capex spending suggest positive market prospects for the next 6-12 months [12]