#investment-strategy

#investment-strategy

In business, when you do anything for appearances, you can write that down under the dumb column. We don't do stuff for... we do things that give return on investment in business, and trying to appear to be something is never a return on investment. Just be the thing.

Oil futures touched $100 per barrel this week as Iran's new Supreme Leader Mojtaba Khamenei vowed to keep the Strait of Hormuz closed, the waterway through which a fifth of the world's oil and liquefied natural gas transits. The International Energy Agency called the conflict the biggest-ever disruption to oil supply, and Iran's security chief has stated the war won't end soon.

For the 25 major episodes going back to 1950, we typically see a decline in the S&P of around 4%. Now, usually after a month, the S&P tends to recover that entire decline. Then he immediately walked it back. The playbook, he said, does not apply here.

The firm's five strategies that feed into its flagship Wellington fund - fundamental equity, quant, commodities, fixed income and macro, and credit and convertibles - were all up last month, a person close to the Miami-based manager told Business Insider. The fund was up 1.9% on the month, bringing its 2026 gains to 2.9%.

I am honored by our board's decision to appoint me CEO of Berkshire and humbled to succeed Warren as I write my first annual letter to you. Warren is obviously a very hard act to follow. Abel said as he laid out his background and approach.

The key to selling underperforming holdings at a loss and using those losses to cancel out capital gains on a dollar-for-dollar basis is to bring one's capital gains level down as close as possible to zero. Additionally, it's possible to use $3,000 of capital losses per year to offset other ordinary income, so there's the potential here with such a strategy to actually lower one's overall tax burden by selling the right securities at the correct time.

Right after Facebook went public, there was a concern about this mobile transition, and their stock went from $42 to like $18. That was fear of a technology disruption. I've never seen a disruption that had this much anxiety and go across so many companies.

It may have been a wilder ride for the semiconductor stocks and the broader AI trade in 2025. But for the many brave investors who stayed the course, it's been a rewarding year, with the VanEck Semiconductor ETF ( NASDAQ:SMH), my favorite "thermometer" to gauge the heat of the semiconductor stocks, gaining close to 50% on the year. Undoubtedly, with Dr. Michael Burry of The Big Short fame, likely sticking with his bearish bets (and views) of AI for the new year,

Considering Paris Hilton is worth an estimated $300 million to $400 million, it might seem odd that she reportedly took out a mortgage on her recent home purchase. Hilton, whose vast wealth comes from 19 product lines, real estate, media and entertainment, brand partnerships, and her reality show, The Simple Life, bought actor Mark Wahlberg's former estate in Beverly Hills earlier this year for a whopping $63 million.

Many Americans have visions of $2,000 stimulus checks dancing in the heads thanks to the president's promises. The Trump administration seems resolute in delivering a welcome boost to middle-class taxpayers, a cool $2,000 per person, funded by the influx of tariff revenues from trade partners. But the Treasury has yet to sign on the dotted line, and there's no 100 percent guarantee that the stimulus package will see the light of day.

There are also investors who pick one of those three as their core holding, then pick satellite holdings to complement that core ETF. Whichever type of investor you may be, it's a good idea to take a closer look at all three of these ETFs and determine which one is worth having more exposure to. It is also important to be aware that the market is constantly evolving. Making investment decisions by looking at which ETFs have done well in the recent past can lead to pitfalls.

One way or another, companies will find a way to let individuals own private assets in their retirement accounts. In this podcast, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss: Earnings, outlooks, and conference call commentary from the big banks' third quarter. Private assets' role in an investor's portfolio. Stocks on their radar. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy.

It was the famous scene where Dustin Hoffman's character gets pulled aside by one of his parents' friends at his own college graduation party for some awkward career advice. "I just want to say one word to you," says the Mr. McGuire character, "Power." In the original scene, McGuire said, "plastics," reflecting the space-age economy of the 1960s. The message behind Gray's edit was that power is the new plastics in an age of electricity-hungry AI.

For this Redditor, they are looking at a scenario where they have a 2.75% mortgage with approximately $500,000 left on the balance. This is equivalent to a $3,400 monthly payment on a house that is currently worth around $850,000. Having bought the house seven years ago for $715,000, this isn't a ton of growth, given what other areas of the country have done. This fact aside, the family has no other debt and has around $1 million sitting in retirement and non-retirement accounts.