The U.S. Securities and Exchange Commission (SEC) has proposed amendments to 13F filings. Currently, investment managers with holdings of US securities totaling $100 million or more are required to file a 13F each quarter. The proposal seeks to increase that level 35x to managers holding $3.5 billion or more. The result? A 90% reduction in the number of 13Fs filed. This would reduce the number of hedge funds that file from 800 down to less than 100. It would decrease total filers from around 5,283 to a mere 549. $2.3 trillion in investment holdings would no longer be disclosed.The proposal lays out the pros of making this change, so herein we’ll examine the counterpoints to their arguments and the cons of making such a drastic change. There’s also information … [Read More...]
Boost Your Retirement Portfolio with These 3 Top Mutual Funds – September 28, 2020 – Yahoo Finance
Boost Your Retirement Portfolio with These 3 Top Mutual Funds – September 28, 2020 Yahoo Finance3 Strong Mutual Funds to Add to Your Retirement Portfolio Right Now September 28, 2020 Nasdaq3 PIMCO Mutual Funds Worth Adding to Your Portfolio Zacks.comShould I invest Rs 7,000 monthly in liquid mutual funds or FDs to build an emergency fund? Economic TimesPhonePe launches seven new mutual funds categories to deepen its retail investment offering YourStoryView Full Coverage on Google News [Read More...]
Pensions ask retirees to pay back tens of thousands
Read full story for latest details. [Read More...]
Asset allocation
Asset allocation doesn’t work. It does not drive portfolio returns. Easy, mathematically or empirically, to prove for all goals, market scenarios and risk tolerances, investors big and small should NEVER asset allocate. Experts were WRONG: take a look at the disastrous state of pensions and retirement savings. They are in that dire situation because of asset allocation.Asset allocation? If investors were required to put their entire portfolio in one stock of their choice, “experts” would conclude ONLY stock picking drives returns. If you flip a coin each month to be “100% stocks” or “100% cash” then market timing becomes the SOLE factor. Asset allocation is based on bad science. Good data science proves: 100% in skill strategies, 0% in asset classes.BAD SCIENCE: decide … [Read More...]
Should you invest in momentum index mutual funds? – Economic Times
Should you invest in momentum index mutual funds? Economic Times [Read More...]
Is this the end of investing as we know it?
Investors are increasingly favoring so-called passive funds that blindly track market indexes at the expense of active funds that rely on a manager to pick stocks. [Read More...]
Chinese investors snap up mutual funds with Ant share allocations – South China Morning Post
Chinese investors snap up mutual funds with Ant share allocations South China Morning Post [Read More...]
Disney after Coronavirus
A temperature check before entering Disney World? In the Barron’s Streetwise podcast, Disney executive chairman Bob Iger on how the coronavirus will change theme parks, movies, and streaming. [Read More...]
Millennials may not be able to afford retirement essentials
While many Americans are falling short on savings, millennials are most at risk of being unable to afford essential retirement expenses — such as food, shelter and medical care, according to a Fidelity Investments survey released Wednesday. [Read More...]
2 and 20
2 and 20? A friend just ate at a famous restaurant. Experts say she was ripped off. Nearby was a much more famous eatery packed with satisfied diners. Food there cost a few dollars compared to hundreds where she ate. I asked about her decision to avoid “low cost” product but she said while aware of “cheap” fees, differences in SKILL, EXPERIENCE and VALUE were vast between 3 star Michelin chefs and McDonalds burgerflippers.Personally I’m much more comfortable investing alongside talented people who either are or will be billionaires. I’m just along for the ride in their OWN portfolios where almost all their wealth is managed. To pay such a tiny entrance fee of a bargain basement 2 and 20 is a remarkable deal. In due diligence I require affidavits and… [Read More...]
Vacation Edition: Jack Answers Listener Questions
Questions about airlines, Uber, a stock market bubble, and globalization on this special edition of Barron’s Streetwise hosted by Jack Hough. [Read More...]
Are these mutual funds suitable for low risk-taker? – Economic Times
Are these mutual funds suitable for low risk-taker? Economic Times [Read More...]
Investors flee China funds in historic rush
Read full story for latest details. [Read More...]
Chipotle’s Back. Also, Who Needs REITs?
The burrito chain’s CEO on culinary changes, the pandemic response, and growth potential. Also, Jack takes on real estate. [Read More...]
Which debt mutual fund is safe to invest? – Mint
Which debt mutual fund is safe to invest? Mint [Read More...]
Fund manager channels fees to tackle coronavirus in developing world
Social investment model stepped up amid rising concern for economically disadvantagedCoronavirus – latest updatesSee all our coronavirus coverageA London investment manager is launching a campaign to encourage investors to support communities in the developing world hit by the Covid-19 pandemic.Alquity’s 40-40 campaign aims to improve the lives of 40,000 people in countries where overcrowded living conditions, chronic ill health and weak public health systems leave the population at risk from coronavirus. Continue reading… [Read More...]
PSNC 2020: Moving the Investment Menu Beyond Mutual Funds – PLANSPONSOR
PSNC 2020: Moving the Investment Menu Beyond Mutual Funds PLANSPONSOR [Read More...]
Are Stocks Melting Up? Plus, the Pet Economy Has Legs
Zoetis CEO Kristin Peck and Credit Suisse strategist Jonathan Golub weigh in. Also, Jack on SPACs. [Read More...]
FA Center: This 50-year-old Vanguard mutual fund is holding its own against younger rivals
Vanguard Wellesley Income Fund shows how a blended stock/bond portfolio can make investors money. [Read More...]
Small investors take to high-risk punts amid UK lockdown
Online investment firms report huge rise in trades and customers as volatile markets entice investors seeking better returnsCoronavirus – latest updatesSee all our coronavirus coverageSmall investors have been spending lockdown taking punts on volatile stock markets, boosting trading at online investment firms IG Group and AJ Bell. IG Group said pre-tax profits surged 52% to £296m over the year to May, after average daily trade volumes reached 1m at the peak of the Covid-19 market sell-off in March. That is three times higher than average trade volumes of 336,000 recorded a year earlier. Continue reading… [Read More...]
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