Core Viewpoint - The article emphasizes the importance of creating a balanced investment portfolio by mixing stocks and bonds, suggesting a typical allocation of 60% in stocks and 40% in bonds, with variations based on individual risk tolerance [1][2][4]. Group 1: Stock Investments - A balanced portfolio should include both U.S. and international dividend-paying stocks, with the Vanguard High Dividend Yield ETF (VYM) focusing on U.S. stocks and the Vanguard International High Dividend Yield ETF (VYMI) covering international stocks [5][7]. - The Vanguard High Dividend Yield ETF consists of over 580 U.S. dividend-paying companies, with a dividend yield of 2.8%, which is more than double that of the S&P 500 index [6]. - The Vanguard International High Dividend Yield ETF includes over 1,500 international stocks, offering a higher dividend yield of 4.1% [7]. Group 2: Bond Investments - The bond market is larger and more complex than the stock market, making bond ETFs a suitable choice for most investors. The Vanguard Total Bond Market ETF (BND) provides exposure to the entire U.S. bond market [9]. - The Vanguard Total International Bond Market ETF (BNDX) complements the U.S. bond exposure by offering a diversified global bond portfolio, with yields of approximately 3.8% for BND and 4.2% for BNDX [10]. - A recommended allocation for bonds is to keep 60% to 75% in domestic bonds and the remainder in international bonds, ensuring diversification across the bond market [11]. Group 3: Portfolio Management - The proposed portfolio consisting of four ETFs is designed for long-term income and capital appreciation, requiring minimal management with only four trades to start and annual rebalancing [12].

Core Viewpoint - Invesco (IVZ) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a solid history of exceeding expectations [1][6]. Earnings Performance - Invesco has a strong track record of surpassing earnings estimates, with an average surprise of 9.47% over the last two quarters [2]. - For the most recent quarter, Invesco reported earnings of $0.39 per share against an expectation of $0.44, resulting in a surprise of 12.82%. In the previous quarter, it reported $0.52 per share against a consensus estimate of $0.49, yielding a surprise of 6.12% [3]. Earnings Estimates and Predictions - Recent estimates for Invesco have been trending upward, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [6][9]. - The current Earnings ESP for Invesco stands at +1.65%, reflecting increased analyst optimism regarding its near-term earnings potential [9]. Zacks Rank and Success Rate - The combination of a positive Earnings ESP and a Zacks Rank of 1 (Strong Buy) suggests a high probability of another earnings beat, as stocks with this combination have a nearly 70% success rate in exceeding consensus estimates [7][9].

The market expects Virtus Investment Partners (VRTS) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to ...

A strong stock as of late has been Federated Hermes (FHI) . Shares have been marching higher, with the stock up 11.4% over the past month. The stock hit a new 52-week high of $47.3 in the previous session. Federated Hermes has gained 14.5% since the start of the year compared to the 9.2% move for the Zacks Finance sector and the 0.9% return for the Zacks Financial - Investment Management industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, having beat ...

ATLANTA, July 18, 2025 /PRNewswire/ -- Invesco Capital Management LLC (ICM), an indirect wholly owned subsidiary of Invesco LTD (IVZ), has filed a preliminary proxy statement with the Securities and Exchange Commission (SEC) seeking the consent of the beneficial owners of Invesco QQQ TrustSM, Series 1 (QQQ) to take certain actions to operate QQQ in a manner that would result in a reclassification of QQQ under the Investment Company Act of 1940, as amended, from that of a "unit investment trust" to that of a ...

Group 1: COSCO SHIPPING Holdings Co., Ltd. (CICOY) - The company has seen a 7.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - It has a dividend yield of 12.9%, significantly higher than the industry average of 2.1% [1] Group 2: Clipper Realty Inc. (CLPR) - The company has experienced a 21.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - It offers a dividend yield of 9.8%, compared to the industry average of 4.8% [2] Group 3: Invesco Ltd. (IVZ) - The company has witnessed an 8.9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] Group 4: General Dividend Information - A Zacks Rank 1 company has a dividend yield of nearly 5%, which is above the industry average of nearly 3% [3]

Core Viewpoint - Cohen & Steers, Inc. reported its financial results for the second quarter of 2025, with a conference call scheduled to discuss these results [1]. Group 1: Financial Results - The earnings release for the quarter ended June 30, 2025, is available on the company's website [1]. - The conference call to discuss the results will be hosted by key executives including the CEO, CFO, and President [1]. Group 2: Conference Call Details - Investors and analysts can access the live conference call by dialing specific numbers for U.S. and international participants [2]. - A replay of the call will be available for two weeks after the conclusion of the conference call [2]. - The webcast of the conference call will be archived on the company's website for one month [2]. Group 3: Company Overview - Cohen & Steers is a leading global investment manager specializing in real assets and alternative income [3]. - The firm was founded in 1986 and is headquartered in New York City, with additional offices in major global cities [3].

Blackstone Inc. (BX) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on July 24, might help the stock move higher if these key numbers are better than expectati ...

Financial Data and Key Metrics Changes - The profit for the year decreased to CHF 7.9 million from CHF 10.7 million, attributed to a decline in dividend income and option income [7] - The management expense ratio improved slightly to 0.54% from 0.56%, indicating good value for an investment vehicle in this sector [8] - The ordinary dividend was maintained at €0.65, with a portfolio return of 11.4%, underperforming the benchmark return of 15.2% [9][11] Business Line Data and Key Metrics Changes - The portfolio's performance was driven by significant contributors such as Temple and Webster, which increased by 127%, and other companies like Hub24 and Life360 [25] - The underperformance was partly due to the absence of strong representation in high-performing sectors like gold [14] - The company sold down positions in high-performing stocks to manage volatility and maintain dividend capacity [27] Market Data and Key Metrics Changes - The company noted a strong recovery in the market after a significant drop earlier in the year, with a return to near peak levels by June [61] - Approximately 35% of revenue from the top 20 stocks comes from offshore sources, indicating a balanced exposure to global markets [72] Company Strategy and Development Direction - The company aims to provide long-term investment returns through holdings and attractive fully franked dividends, focusing on small and mid-sized companies [5][6] - A one-for-seven rights issue was executed to raise capital, allowing for portfolio rebalancing and lower management expense ratios [16][21] - The company plans to take a patient approach to deploying capital, focusing on long-term value rather than short-term market fluctuations [63] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the long-term investment approach despite short-term volatility, emphasizing the importance of patience in capital deployment [63] - The company remains cautious about the current market environment, noting that high growth companies are well-rated, which may limit capital deployment opportunities [69][70] Other Important Information - The company has a history of paying out more in dividends than it receives from share purchase plans, indicating strong shareholder demand for investment opportunities [17] - The capital raising was well-received, with a take-up rate of 119%, leading to a fair outcome for shareholders [21][23] Q&A Session Summary Question: Where is the Australian market developing in a bull market? - The company noted that earnings and valuations drive share prices, but current economic growth is not strong enough to support significant re-ratings in valuations [67][68] Question: What percentage of portfolio revenue comes from global sources? - Approximately 35% of revenue from the top 20 stocks comes from offshore, with a mix of domestic and international businesses [72][73] Question: Why does the company still hold IDP? - The company believes IDP remains the market leader in its space despite current pressures, and it is important to weather the downturn [76][78] Question: What is the view on Macquarie Technology Group's development approval? - There are concerns about development approvals due to local council issues, but the company has faith in management's long-term decisions [80][82] Question: Why was Sigma Healthcare exited from the portfolio? - The exit was due to a rapid increase in value post-merger, making it difficult to justify maintaining a position given its size and valuation [84] Question: Thoughts on Gentrack's transition? - Gentrack has evolved into a robust business, but it may need time to consolidate its growth after a rapid increase in size [90] Question: Will IPD Group pursue further acquisitions? - The company expects IPD Group to continue acquiring businesses, but these will likely be smaller and not thesis-changing [93]

17 July 2025 The Manager ASX Market Announcements Australian Securities Exchange Exchange Centre Level 4 20 Bridge Street Sydney NSW 2000 Electronic Lodgement Mirrabooka Investments Limited Full-Year Results Presentation Please find attached the presentation to be given at the Shareholder Webcast being held today, Thursday 17 July 2025 at 3.30pm (AEST). Webcast To join the webcast please use the following link: Webcast Link (This link will open directly in your internet browser). The shareholder presentatio ...