Top - Down Capital Allocation
Search documents
Wheaton Precious Metals: Streaming High-Margin Silver And Gold Profits (NYSE:WPM)
Seeking Alpha· 2026-01-07 16:48
The stock of Wheaton Precious Metals ( WPM ) has more than doubled over the past year, significantly outperforming the price of gold ( GLD ) but lagging the price of silver ( SLV ) (see chart below). The result is thatMichael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risks, he advises an over-weight position in the ...
Wheaton Precious Metals: Streaming High-Margin Silver And Gold Profits
Seeking Alpha· 2026-01-07 16:48
The stock of Wheaton Precious Metals ( WPM ) has more than doubled over the past year, significantly outperforming the price of gold ( GLD ) but lagging the price of silver ( SLV ) (see chart below). The result is thatMichael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risks, he advises an over-weight position in the ...
Ero Copper: Bullish On This Undervalued Canada-Based Copper & Gold Miner
Seeking Alpha· 2026-01-06 11:42
Michael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risks, he advises an over-weight position in the technology sector, which he believes is still in the early stages of a long-term secular bull-market. For dividend income, and as a 4th generation oil & gas man, Fitzsimmons suggests investors consider a position in la ...
FirstEnergy: Making Good Progress While Putting Bribery Scandal Behind It (NYSE:FE)
Seeking Alpha· 2025-12-13 08:34
Core Insights - The article emphasizes the importance of a well-diversified investment portfolio, recommending a foundation based on a high-quality low-cost S&P 500 fund [1] - It suggests an overweight position in the technology sector for investors who can handle short-term risks, as it is believed to be in the early stages of a long-term bull market [1] - For dividend income, the article advises considering large oil and gas companies that offer strong dividend income and growth, reflecting the author's background in the industry [1] Investment Strategy - A top-down capital allocation approach is recommended, tailored to individual investor situations such as age, risk tolerance, income, and goals [1] - Suggested investment categories include S&P 500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash [1]
SMHX: VanEck's Fabless Semiconductor ETF Could Be A Core Long-Term Tech Holding
Seeking Alpha· 2025-11-01 14:08
Core Insights - A well-diversified portfolio should be built on a foundation of a high-quality low-cost S&P 500 fund, according to investment advice from a retired electronics engineer and investor [1] - The technology sector is recommended for overweight positions, as it is believed to be in the early stages of a long-term secular bull market [1] - Large oil and gas companies are suggested for dividend income, emphasizing strong dividend growth [1] Investment Strategy - A top-down capital allocation approach is recommended, tailored to individual investor situations such as age, risk tolerance, income, and goals [1] - Suggested investment categories include S&P 500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash [1]
Marathon Petroleum: Stronger Q2 Crack Spreads For America's Largest Refiner
Seeking Alpha· 2025-07-23 16:52
Core Insights - A well-diversified portfolio should be built on a foundation of a high-quality low-cost S&P 500 fund [1] - The technology sector is recommended for overweight positions due to its early stages in a long-term secular bull market [1] - Large oil and gas companies are suggested for strong dividend income and growth, reflecting the author's background in the industry [1] Investment Strategy - A top-down capital allocation approach is advised, tailored to individual investor situations such as age, risk tolerance, and financial goals [1] - Suggested investment categories include S&P 500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash [1]
Xcel Energy: A Potential AI Data-Center Play With A Wildfire Overhang
Seeking Alpha· 2025-07-17 09:48
Investment Strategy - A well-diversified portfolio should be constructed with a core foundation of a high-quality low-cost S&P 500 fund [1] - For those who can tolerate short-term risks, an overweight position in the technology sector is recommended, as it is believed to be in the early stages of a long-term secular bull market [1] - Large oil and gas companies that provide strong dividend income and growth are suggested for dividend income, reflecting the author's background in the oil and gas industry [1] Portfolio Management - A top-down capital allocation approach is recommended, tailored to individual investor situations such as age, retirement status, risk tolerance, income, net worth, and goals [1] - Suggested investment categories include S&P 500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash [1]
Vicor: Finally, Signs Of Life
Seeking Alpha· 2025-05-04 15:00
Investment Strategy - A well-diversified portfolio should be constructed with a core foundation of a high-quality low-cost S&P 500 fund [1] - For those who can tolerate short-term risks, an over-weight position in the technology sector is recommended, as it is believed to be in the early stages of a long-term secular bull market [1] - Large oil and gas companies that provide strong dividend income and growth are suggested for dividend income, reflecting the author's background in the oil and gas industry [1] Portfolio Management Approach - A top-down capital allocation approach is recommended, tailored to each investor's personal situation, including factors such as age, retirement status, risk tolerance, income, net worth, and goals [1] - Suggested investment categories include S&P 500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash [1]