Friday’s shortened trading session was dominated by the news of a new coronavirus variant and its impact on investors. [Read More...]
Cathie Wood’s ARK Invest Buys for 11/23
Here’s a look at what the ARK Invest exchange-traded funds bought on November 23, 2021. [Read More...]
Is there any point in an Isa? Decision time as the deadline looms
The tax year ends on 5 April, and so does the chance to take out an Isa for 2020-21, with all its tax-free perks. But is it worth it?In the final hour of the tax year last April, a stocks and shares Isa was opened or topped up every seven seconds on the systems of Britain’s largest retail investment company, Hargreaves Lansdown. There is nothing to focus minds more than a deadline, and the approaching end of the tax year on 5 April means people are increasingly looking at whether they should still opt to open an Isa – or lose the tax-free perks attached.But with interest rates now so low, is there any point when it could end up delivering such minor gains? Continue reading… [Read More...]
Dimensional Fund Advisors (DFA) ETF Lineup Keeps Expanding
Some investors like to break down their portfolio into several different asset and sub-asset classes. One long-standing example of the “slice-and-dice” is the “Ultimate Buy-and-Hold Portfolio” recommended by Paul Merriman (see pie chart; expanded labels below). You don’t need to hold every one of these asset classes, but when held in combination they historically offer a higher return with lower volatility. S&P 500 (US Large Cap Blend) US Large Value US Small US Small Value US REIT International Large Cap Blend International US Large Value International Small International Small Value Emerging Markets Short-term/Intermediate-term Bonds For a long time, Dimensional Fund Advisors (DFA) offered some of the best lower-cost mutual funds tracking these types of … [Read More...]
Midday Meme Stock Report for 11/15: AMC, Progenity, Tesla, Tilray
Here’s a look a four meme stocks that were moving on Monday. [Read More...]