11 Best Small-Cap Mutual Funds, ETFs: Morningstar ThinkAdvisor [Read More...]
Lockdown savings? Put them in an Isa while you can
The Covid pandemic has bolstered many people’s balances – here are some tax-efficient places to put your cashIsas have fallen out of favour with some consumers but with tax increases potentially on the way to cover the bill for the coronavirus pandemic, experts are urging those with money to save or invest to take advantage of the allowances available to them.Many Britons have seen their incomes remain much the same but their spending plummet as a result of being stuck at home, and huge sums of cash have built up in bank and building society accounts. Figures from the Bank of England show that households had accumulated £125bn in excess savings by November 2020. And this week the Bank’s policymaker Gertjan Vlieghe said: “Significant further … [Read More...]
Hedge fund joke
Index fund genius, a long only guru and a data scientist are flying in to deliver investment presentations to an institutional client in New Zealand. As the plane comes in to land they see one purple sheep alone in a field.Professor Passive says “Every kiwi sheep is purple! I must buy them ALL, now. At ANY price owners ask, no matter how high or overvalued. It’s not my money. No need to know ovine business or earnings. Forget about analysis or due diligence. Ignore risk! Prices are always correct as markets are efficient. I have academic tenure and Swedish taxpayers awarded me a fake ‘Nobel’ in economic ‘sciences’ which I’ve been using for asset gathering marketing ever since. Risk free…for me.”Beta Bandit says “Some … [Read More...]
Best Mutual Funds: This Fund Outperforms Without Megacap Tech Stocks – Investor’s Business Daily
Best Mutual Funds: This Fund Outperforms Without Megacap Tech Stocks Investor’s Business Daily [Read More...]
Video: What you need to know about the race to the first Bitcoin ETF
Several bitcoin ETFs have been filed with the U.S. Securities and Commission, but none have been approved. Cryptocurrency skeptics and supporters have cited benefits and concerns about what the approval of a bitcoin ETF may mean for investors. [Read More...]
NS&I green saving bonds go on sale with fixed 0.65% interest rate
Treasury hails scheme ahead of Cop26 summit, but personal finance experts say better investments are availableA “world first” green savings bond from National Savings and Investments (NS&I) goes on sale today, giving people the chance to back the government’s environmental projects and join the fight against climate breakdown.But at 0.65% fixed for three years, the interest rate prompted widespread disappointment, with the MoneySavingExpert.com founder Martin Lewis labelling it “pants” and “paltry”. Continue reading… [Read More...]
Grab These 3 Mid-Cap Growth Mutual Funds for Stellar Returns – Entrepreneur
Grab These 3 Mid-Cap Growth Mutual Funds for Stellar Returns Entrepreneur [Read More...]
ETFs shine as high taxes loom on US mutual fund capital gains – Financial Times
ETFs shine as high taxes loom on US mutual fund capital gains Financial Times [Read More...]
3 Best Real Estate Mutual Funds for Your Portfolio – Entrepreneur
3 Best Real Estate Mutual Funds for Your Portfolio Entrepreneur [Read More...]
Outside the Box: The Trump administration wants to discourage your 401(k) from including ESG investment options
Two proposed rules imply that investment managers promote social goals over sound investment analysis — but that’s not what actually happens. [Read More...]
Buffett’s Alpha?
Warren Buffett prudently invests 99% of his wealth in absolute return strategies, like most risk averse savers. Leverage, arbitrage, derivatives, event-driven, opportunistic, special situations and macro strategies have driven his returns since inception in 1954. Short selling cocoa futures was Warren’s first major arbitrage. Despite FACTS, some insult Warren by claiming he isn’t even a hedge fund manager! If Berkshire Hathaway isn’t the archetypal hedge fund, there are no hedge funds. BRKA manages $500 billion, AUM grown from capital appreciation not from wining and dining pension “consultants”.One counterexample, ONE, is sufficient to destroy the dangerous passive fad and ridicule index fund “Nobel” laureates. Don’t trust naive lists of unanalyzed stocks sold as “low fee” but high cost, no skill, zero work, volatile index funds. Past returns … [Read More...]
Reasons to Oppose the SEC’s New 13F Proposal
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...]
Here’s how to prepare for year-end mutual fund payouts – CNBC
Here’s how to prepare for year-end mutual fund payouts CNBC [Read More...]
Many middle-class Americans plan to work until they die
An increasing percentage of middle-class Americans are worried that they’ll have to work until their 80’s or even longer, according to a new survey. [Read More...]
What Hedge Funds Bought & Sold in the Q1 Volatility: New Issue Just Released
A new issue of our quarterly newsletter was just released and covers a volatile Q1: see what stocks top hedge funds were buying and selling. Subscribers please login at www.hedgefundwisdom.com to download it.New Q1 Issue Includes:- Updates the latest portfolios of 25 top hedge fund managers: David Tepper, Seth Klarman, Stan Druckenmiller, Bill Ackman, Chase Coleman & more (full list here)- Commentary on each fund’s moves: Q1 performance numbers, excerpts from letters, recent conference appearances & more- New consensus buy / sell lists: See the most popular stocks during the volatility- Investment thesis summaries of 2 stocks that certain funds have been buyingSave 33% Below You’ll get immediate access to the new 112-page issue and full archive of past issues.1-year Subscription (4 issues): Normal Price $299.99 … [Read More...]
3 Non-US Mutual Funds for Superlative Returns – Green Entrepreneur
3 Non-US Mutual Funds for Superlative Returns Green Entrepreneur [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...]
What Are the Different Types of Mutual Funds? – Business Insider
What Are the Different Types of Mutual Funds? Business InsiderAm I investing in right mutual funds? Economic TimesHow to select best mutual fund schemes? Here is your checklist Zee BusinessAdvantages and Benefits of investing in Mutual Funds in India – Jammu Kashmir Latest News | Tourism | Breaking News J&K Daily ExcelsiorFive mutual fund strategies to keep in mind as markets hit new highs The Indian ExpressView Full Coverage on Google News [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...]
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