#portfolio-management

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#investing
Retirement
from24/7 Wall St.
2 months ago

I'm 53 with $3.7 million in gains on a single stock - should I sell it all and pay $800K in taxes?

Long-term capital gains are taxed favorably but still incur liabilities, urging investors to manage their stock concentrations wisely.
from24/7 Wall St.
2 months ago
Business

Iconic Billionaire Investor Leon Cooperman Trims Holding-Here's What He's Betting On

Leon Cooperman's strategic investment focus remains strong despite a reduced portfolio after shutting down Omega Advisors.
from24/7 Wall St.
1 month ago
Startup companies

You're Not Going to Believe How Much Jamie Sterne's Skye Global Management Has in Amazon (AMZN), Microsoft (MSFT) and General Electric (GE)

The optimal number of stocks to hold in a portfolio varies widely among successful investors, from concentrated to diversified holdings.
from24/7 Wall St.
1 week ago
Retirement

Here Are 3 ETFs Warren Buffett Would Approve Of for the Average Investor

Investing in ETFs is a practical strategy for average investors, as suggested by experts like Warren Buffett.
from24/7 Wall St.
3 days ago
Startup companies

I Switched from SPY to These 3 ETFs for a More Resilient Portfolio

The SPDR S&P 500 ETF Trust is a stable, reliable investment option for broad market exposure.
Investors may benefit from exploring specialized ETFs for higher growth opportunities.
from24/7 Wall St.
1 month ago
Startup companies

The Only 4 ETFs You Need For a Well-Rounded Portfolio

Diversification in a stock portfolio mitigates market volatility and enhances returns.
ETFs facilitate easy diversification by offering broad market exposure with low fees.
Retirement
from24/7 Wall St.
2 months ago

I'm 53 with $3.7 million in gains on a single stock - should I sell it all and pay $800K in taxes?

Long-term capital gains are taxed favorably but still incur liabilities, urging investors to manage their stock concentrations wisely.
from24/7 Wall St.
2 months ago
Business

Iconic Billionaire Investor Leon Cooperman Trims Holding-Here's What He's Betting On

Leon Cooperman's strategic investment focus remains strong despite a reduced portfolio after shutting down Omega Advisors.
from24/7 Wall St.
1 month ago
Startup companies

You're Not Going to Believe How Much Jamie Sterne's Skye Global Management Has in Amazon (AMZN), Microsoft (MSFT) and General Electric (GE)

The optimal number of stocks to hold in a portfolio varies widely among successful investors, from concentrated to diversified holdings.
from24/7 Wall St.
1 week ago
Retirement

Here Are 3 ETFs Warren Buffett Would Approve Of for the Average Investor

Investing in ETFs is a practical strategy for average investors, as suggested by experts like Warren Buffett.
from24/7 Wall St.
3 days ago
Startup companies

I Switched from SPY to These 3 ETFs for a More Resilient Portfolio

The SPDR S&P 500 ETF Trust is a stable, reliable investment option for broad market exposure.
Investors may benefit from exploring specialized ETFs for higher growth opportunities.
from24/7 Wall St.
1 month ago
Startup companies

The Only 4 ETFs You Need For a Well-Rounded Portfolio

Diversification in a stock portfolio mitigates market volatility and enhances returns.
ETFs facilitate easy diversification by offering broad market exposure with low fees.
more#investing
#investment-strategy
fromBusiness Insider
3 months ago
Miscellaneous

Inside the spycraft hedge funds use to vet multimillion-dollar traders, which is edging into murky legal territory

Multimanager hedge funds have spurred inflated claims of trading performance, leading to potential trust issues for investors.
from24/7 Wall St.
3 months ago
Business

JPMorgan Analyst Focus List Includes 5 of Our Favorite High-Yield Dividend Giants

High-yield dividend stocks provide significant income and total return potential.
Total return is vital for assessing stock and portfolio performance.
Reviewing Wall Street's top stock picks is essential for informed investment decisions.
from24/7 Wall St.
7 months ago
Startup companies

I'm 62 and just realized my portfolio has been 100% in bonds - how did this happen?

Even retirees with long time horizons may need a growth-oriented investment strategy.
Understanding a client's goals and time horizon is crucial for a financial advisor.
fromSan Francisco Bay Times
1 week ago
Mental health

Riding Out Market Volatility: Why Rebalancing Matters - San Francisco Bay Times

Market volatility is common and can be managed through disciplined rebalancing of portfolios.
Historical data shows markets often recover strongly after significant dips.
fromBusiness Insider
3 months ago
Miscellaneous

Inside the spycraft hedge funds use to vet multimillion-dollar traders, which is edging into murky legal territory

Multimanager hedge funds have spurred inflated claims of trading performance, leading to potential trust issues for investors.
from24/7 Wall St.
3 months ago
Business

JPMorgan Analyst Focus List Includes 5 of Our Favorite High-Yield Dividend Giants

High-yield dividend stocks provide significant income and total return potential.
Total return is vital for assessing stock and portfolio performance.
Reviewing Wall Street's top stock picks is essential for informed investment decisions.
from24/7 Wall St.
7 months ago
Startup companies

I'm 62 and just realized my portfolio has been 100% in bonds - how did this happen?

Even retirees with long time horizons may need a growth-oriented investment strategy.
Understanding a client's goals and time horizon is crucial for a financial advisor.
fromSan Francisco Bay Times
1 week ago
Mental health

Riding Out Market Volatility: Why Rebalancing Matters - San Francisco Bay Times

Market volatility is common and can be managed through disciplined rebalancing of portfolios.
Historical data shows markets often recover strongly after significant dips.
more#investment-strategy
World politics
fromBusiness Insider
2 weeks ago

Bridgewater chiefs warn US assets are in danger - as founder Ray Dalio says the trade imbalance with China must end

Bridgewater's co-chiefs warn of risks to portfolios in a shifting economic and geopolitical landscape.
fromItsnicethat
3 weeks ago
Graphic design

"It doesn't diminish its value"

You can include unused creative concepts in your portfolio labeled appropriately.
Contracts may restrict sharing work publicly; check your contract before posting.
Managing project phases offers learning opportunities, even when not involved directly.
Transitions to new projects can be refreshing and beneficial for creativity.
London startup
fromBusiness Insider
2 months ago

$21 billion Balyasny is closing its Madrid office after cutting its only portfolio manager based there

Balyasny is closing its Madrid office, cutting its sole portfolio manager and three analysts, while maintaining operations in other European locations.
Marketing tech
from24/7 Wall St.
2 months ago

Billionaire Brad Gerstner's Altimeter Capital Dumps Largest China Holding and Invests in These 2 Two Top 15 Stocks

Altimeter Capital Management closed its significant position in KWEB, reallocating funds into growth stocks, emphasizing a strategic portfolio shift.
fromMoneywise
3 months ago
Miscellaneous

Mark Zuckerberg told OpenAI's Sam Altman this 1 strategy is the only one 'guaranteed to fail' in fast-changing America - 3 ways to avoid this deadly mistake with your money in 2025

Diversification into new industries enhances investment insight and opportunities.
Focusing on the risk-reward ratio is crucial for savvy investing.
Small position sizes can mitigate risks while allowing investment in high-reward opportunities.
#investment-strategies
Artificial intelligence
fromCoindesk
5 months ago

Bitcoin Going to $140K Says Trio of AIs Managing $30M Investment Fund

Intelligent Alpha utilizes AI for autonomous investment decisions, showing significant success with its AI-driven portfolio management.
from24/7 Wall St.
7 months ago
Artificial intelligence

New Episode: We're Putting $500K Behind These AI Stocks

The AI Investor Podcast now features a transparent $500,000 portfolio for listeners, focusing on real-time AI investment strategies.
Artificial intelligence
fromCoindesk
5 months ago

Bitcoin Going to $140K Says Trio of AIs Managing $30M Investment Fund

Intelligent Alpha utilizes AI for autonomous investment decisions, showing significant success with its AI-driven portfolio management.
from24/7 Wall St.
7 months ago
Artificial intelligence

New Episode: We're Putting $500K Behind These AI Stocks

The AI Investor Podcast now features a transparent $500,000 portfolio for listeners, focusing on real-time AI investment strategies.
more#investment-strategies
fromClickUp
8 months ago
Agile

Project, Program, and Portfolio Management Differences | ClickUp

Project, program, and portfolio management have distinct roles that enhance organizational planning and execution strategies.
fromTechCrunch
9 months ago
Venture

EXCLUSIVE: Tiger Global partner Alex Cook to leave firm, sources say

Alex Cook, a partner at Tiger Global overseeing fintech investments, departs after nearly seven years, leaving behind a significant legacy in the firm's portfolio.
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