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My 5% Rule: The Easiest Retirement Investing Strategy I'll Ever Share
Seeking Alpha· 2025-08-15 11:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials and most are 5 stars. Nothing to lose with our FREE 2-week trial .That's when Apple ( AAPL ) went public. Back then, it went public at $22.00 per share. Currently, it trades at roughly $230, indicating a gain of nearly 950%.Analyst’s Disclosure:I/we have a beneficial long position in the shares of CME, AM, CSL either through stock ownership, o ...
FEPI: Just Don't Look At 'What Ifs'
Seeking Alpha· 2025-08-14 07:45
Group 1 - The REX FANG & Innovation Equity Premium Income ETF (NASDAQ: FEPI) targets 15 mega-cap stocks in strong sectors and employs call options to generate income [1] - The ETF offers a high distribution yield of approximately 25%, paid out on a monthly basis [1] - The investment strategy is focused on long-term macro ideas through low-risk ETFs and closed-end funds (CEFs) [1]
X @Investopedia
Investopedia· 2025-08-14 00:00
Learn about capital gains distributions from mutual funds or ETFs, their tax implications, and strategies for reinvesting. Simplify your investment decisions today. https://t.co/MPA6fH1By9 ...
Franklin Touches 52-Week High: How to Play the Stock Now?
ZACKS· 2025-08-13 15:16
Key Takeaways Franklin reached a 52-week high of $25.79, up 18.3% in three months, beating the industry and the S&P 500.Strategic deals like the Putnam and SBI tie-up have boosted AUM, diversification and global reach.Operating expenses grew, seeing a 7.2% CAGR in the past three years, with the rising trend continuing in 2025.Franklin Resources, Inc. (BEN) touched a 52-week high of $25.79 during yesterday’s trading session. Over the past three months, the stock has gained 18.3%, outperforming the industry a ...
X @Kraken
Kraken· 2025-08-12 09:07
RT Kraken Pro (@krakenpro)What tools can make you a more strategic trader in crypto, stocks, and ETFs❓👔 Whether you're a beginner or pro, the right tools can help you trade smarter, stay organized, and manage risk more effectively. https://t.co/CUEoCMaJYt ...
Euronext announces volumes for July 2025
Globenewswire· 2025-08-11 15:45
Euronext announces volumes for July 2025 Amsterdam, Brussels, Dublin, Lisbon, Milan, Oslo and Paris – 11 August 2025 – Euronext, the leading European capital market infrastructure, today announced trading volumes for July 2025. Monthly and historical volume tables are available at this address: euronext.com/investor-relations#monthly-volumes CONTACTS ANALYSTS & INVESTORS – ir@euronext.com Investor Relations Aurélie Cohen Judith Stein +33 6 15 23 91 97 MEDIA – mediateam@euronext.com Europe Aurélie Cohe ...
GDE: This Gold Overlay Fund Sports Big Returns At A Low Cost
Seeking Alpha· 2025-08-10 03:59
Group 1 - Gold continues to lead global markets in 2025, demonstrating a relatively low-volatility ascent compared to other assets like bitcoin and ether [1] - The performance of gold has improved its Sharpe ratio, indicating a favorable risk-adjusted return [1] Group 2 - Individual country ETFs have outperformed gold, but the overall stability of gold remains appealing to investors [1] - The article emphasizes the importance of macro drivers affecting various asset classes, including stocks, bonds, commodities, currencies, and cryptocurrencies [1]
信号、资金流向与关键数据-Signals, Flows & Key Data
2025-08-08 05:01
August 4, 2025 02:39 PM GMT Cross-Asset Spotlight | Global M Update Signals, Flows & Key Data A weekly summary of key cross-asset monitors, data, moves, and models tracking sentiment, fund flows, and positioning. Key highlights from last week: Exhibit 1: Morgan Stanley forecasts | | As of Aug | | Q2 2026 Forecast | | | Q2 2026 Return Forecast | | Volatility | Base Case | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 01, 2025 | Bear | Base | Bull | Bear | Base | Bull | | Return/Risk | | E ...
SAMT: Thematic Investing Via This ETF, Up +22% This Year
Seeking Alpha· 2025-08-07 10:00
With an investment banking cash and derivatives trading background, Binary Tree Analytics ('BTA') aims to provide transparency and analytics in respect to capital markets instruments and trades. BTA focuses on CEFs, ETFs and Special Situations, and aims to deliver high annualized returns with a low volatility profile. We have been investing for over 20 years after obtaining a Finance major at a top university.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the compan ...
BEN Witnesses Steady Rise in AUM: What's Driving the Rally?
ZACKS· 2025-08-06 17:01
Core Insights - Franklin Resources, Inc. (BEN) reported preliminary assets under management (AUM) of $1.62 trillion for July 2025, reflecting a slight increase from the previous month due to market gains and flat long-term net inflows, which included $3 billion of long-term net outflows at Western Asset Management [1][10]. AUM Breakdown - Equity assets reached $662.8 billion, marking a 1% increase from the previous month. Multi-asset AUM was $184.7 billion, also up nearly 1%. Cash management balance increased marginally to $72 billion. However, fixed income AUM declined to $440 billion, and alternative AUM fell to $257.5 billion [2]. Growth Trends - Over the last five fiscal years ending in 2024, BEN's AUM experienced a compound annual growth rate (CAGR) of 3.1%, with continued growth in the first nine months of fiscal 2025. Strategic acquisitions have played a significant role in supporting this growth [3]. Strategic Partnerships and Acquisitions - In July 2024, Franklin partnered with Japan's SBI Holdings to focus on ETFs and emerging asset classes, including digital assets and cryptocurrencies. The acquisition of Putnam Investments in January 2024 is expected to enhance Franklin's growth in the retirement sector, increasing its defined contribution AUM to over $100 billion [4]. Diversification Efforts - Franklin's strategy to diversify into asset classes with growing client demand is anticipated to drive AUM growth. A regionally-focused distribution model has improved BEN's non-U.S. business, resulting in favorable net flows [5]. Competitor Performance - Competitors like Invesco and T. Rowe Price have also shown AUM growth. Invesco's AUM grew at a CAGR of 8.5% over the last five years, while T. Rowe Price's AUM saw a CAGR of 2.3% over the past four years [6][8]. Price Performance and Valuation - Franklin's shares have increased by 24.4% in 2025, contrasting with a marginal decline in the industry. The company trades at a forward price-to-earnings (P/E) ratio of 10.91, which is below the industry average [9][11]. Earnings Estimates - The Zacks Consensus Estimate indicates a year-over-year decline of 13% in fiscal 2025 earnings, with a projected growth of 14.7% for fiscal 2026. Earnings estimates for both years have been revised upward over the past 30 days [12].