#portfolio-allocation

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#bitcoin
Business
from24/7 Wall St.
6 days ago

This Billionaire Investment Legend is Betting on the QQQ. Is it a Better Bet Than the SPY?

Tech-heavy Nasdaq 100 (QQQ) may outperform the S&P 500 but carries higher valuation and AI-driven concentration risk; ETFs can complement individual-stock portfolios.
Business
from24/7 Wall St.
1 week ago

The 76-Year-Old Reason Why Buffett Has Been Selling Apple

Warren Buffett has significantly reduced Berkshire's Apple holdings while reallocating toward bonds, guided by Benjamin Graham’s adjustable stocks-to-bonds allocation framework.
Business
from24/7 Wall St.
2 weeks ago

Ray Dalio's Top Holdings Revealed: Two ETFs and Two Tech Titans

Bridgewater heavily allocates to S&P 500 ETFs and major tech stocks, prioritizing broad U.S. equity exposure, low costs, and cautious positioning.
#retirement
from24/7 Wall St.
2 weeks ago
Retirement

What Retirement Really Looks Like With $2.5 Million in Savings

$2.5 million can fund a secure middle-to-upper-class retirement, but longevity of income depends on withdrawal rate, age, spending, taxes, and portfolio structure.
from24/7 Wall St.
3 weeks ago
Retirement

4% or 8%, What's The Right Retirement Withdrawal Rule To Live By?

Choose a retirement withdrawal rate based on portfolio mix, risk tolerance, and income needs: 4% for conservative portfolios, 8% only with stock-heavy, higher-risk allocations.
from24/7 Wall St.
3 weeks ago

This $500k Retirement Portfolio Pays $7,700 Per Month

If you want a $7.7k monthly income on a $500k portfolio, some may call you crazy, but it is still possible. ETFs like the iShares 20+ Year Treasury Bond Buywrite Strategy ETF (BATS:TLTW ) , FT Vest Gold Strategy Target Income ETF (BATS:IGLD ) , and the Ubs Ag Etracs Silver Shares Covered Call ETN Exp 21 Apr 2033 (NASDAQ:SLVO ) give you very high yields and a respectable safety profile that can boost your yields massively if you put them in your portfolio.
Retirement
Business
from24/7 Wall St.
3 weeks ago

New Year's Checklist: 10 Things to Do to Prepare Your Portfolio for Its Best Year Yet

Review and rebalance portfolios, optimize taxes, and diversify holdings to manage risk and improve 2026 returns.
from24/7 Wall St.
4 weeks ago

Billionaire Stanley Druckenmiller is Betting $1.2 Billion in These 3 Stocks

Stanley Druckenmiller is a Wall Street legend whose trades are truly worth tracking due to how consistently he has been winning. He has been piling into , and as of late, and we'll get into why. Druckenmiller first gained fame by managing George Soros's Quantum Fund, where he orchestrated the $10 billion currency bet that "broke the Bank of England" in 1992. Since founding Duquesne Capital Management in 1981, he's delivered annualized returns exceeding 30% before closing to outside investors in 2010.
Business
Business
from24/7 Wall St.
1 month ago

Why These 2 ETFs Could Redefine Retirement Income in 2026

Dividend-focused ETFs can provide structured monthly retirement income while preserving long-term market participation and portfolio growth.
#berkshire-hathaway
from24/7 Wall St.
2 months ago
Business

Warren Buffett Badly Beaten by the S&P 500

Berkshire Hathaway underperformed the S&P 500 in 2025 due to low AI-tech exposure and significant sales of major holdings like BYD and portions of Apple.
from24/7 Wall St.
2 months ago
Business

Bill Gates Had One Big Buy in Q2-It Should Have Investors' Attention

The Gates Foundation Trust significantly increased its Berkshire Hathaway stake in Q2, making Berkshire its second-largest holding at about 25% of the portfolio.
fromBusiness Insider
2 months ago

Forget 60/40. BNY Wealth's chief investment officer says you need a different portfolio split for today's market.

Sinead Colton Grant, the chief investment officer at BNY's wealth division, said the traditional strategy of splitting your portfolio 60% on stocks and 40% on bonds no longer yields the same returns. "What a 60/40 portfolio would have given you in the late 90s in terms of exposure to the broader global economy - that's giving you something a lot more narrow today," she said. "If you look at the changes in market structure over the last 20-plus years, they have brought us to a place where to have full exposure to the economy, you need to have exposure to private assets," she added.
Venture
from24/7 Wall St.
2 months ago

What a Smart $25,000 Dividend Portfolio Looks Like in 2025

If you have $25,000 in cash, you can start building a smart dividend portfolio right now. It will require some planning, however, to construct a sensible portfolio of dividend-producing stocks and exchange traded funds (ETFs). High yields are exciting, but you don't want to blow up your account by taking excessive risks. With that in mind, let's break down what a smart $25,000 dividend portfolio could look like in 2025.
Business
#gold
fromFortune
2 months ago
Business

Jamie Dimon says it's the first time in his lifetime it's 'semi-rational' to hold gold in your portfolio | Fortune

fromFortune
3 months ago
Business

Ray Dalio says investors should take inspiration from the 1970s and up their gold holdings | Fortune

fromFortune
2 months ago
Business

Jamie Dimon says it's the first time in his lifetime it's 'semi-rational' to hold gold in your portfolio | Fortune

fromFortune
3 months ago
Business

Ray Dalio says investors should take inspiration from the 1970s and up their gold holdings | Fortune

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