#portfolio-managers
#portfolio-managers

Ultra-wealthy line up major portfolio shifts as Iran shock drives global reset - London Business News | Londonlovesbusiness.com

"This is a system shock," says Nigel Green, CEO of deVere Group. "You have a material energy supply disruption and a structural shift toward fragmentation."

World news

Why retirees are buying this closed-end fund yielding 8% on venture-stage tech

BlackRock Science & Technology Term Trust offers an 8.3% yield through a venture-stage technology portfolio and covered call writing strategy.

Why BSTZ's 8% Yield Masks a Fragile Income Engine Built on Private Bets

BlackRock Science and Technology Term Trust combines income from covered calls and private AI investments, but its income stream may be fragile.

Why retirees are buying this closed-end fund yielding 8% on venture-stage tech

BlackRock Science & Technology Term Trust offers an 8.3% yield through a venture-stage technology portfolio and covered call writing strategy.

Why BSTZ's 8% Yield Masks a Fragile Income Engine Built on Private Bets

BlackRock Science and Technology Term Trust combines income from covered calls and private AI investments, but its income stream may be fragile.

Business

Want $6,650 in Passive Income? Invest $75,000 ($25,000 Each) Into These 3 High-Yield Dividend Stocks

13 hours ago

Business

These Boring Blue Chips Can Generate $48,000 a Year on $800K

Venture

Want $5,790 in Passive Income? Invest $30,000 Each Into These 3 High-Yield Dividend Stocks

High-yield dividend stocks provide liquidity and cash flow, appealing to income-focused investors in sectors like telecom, energy, and healthcare real estate.

How Much Dividend Stock Investment Do You Actually Need to Replace Your $85K Salary in Retirement?

Replacing a salary of $85,000 in retirement with dividend stocks requires careful planning and investment in high-yield companies.

6 hours ago

Want $6,650 in Passive Income? Invest $75,000 ($25,000 Each) Into These 3 High-Yield Dividend Stocks

Market volatility increases the appeal of high-yield dividend stocks for income-focused investors seeking reliable cash flow.

13 hours ago

These Boring Blue Chips Can Generate $48,000 a Year on $800K

Generating $48,000 annually requires capital based on yield; $1.37 million for 3.5% yield, $800,000 for 7% yield.

Want $5,790 in Passive Income? Invest $30,000 Each Into These 3 High-Yield Dividend Stocks

High-yield dividend stocks provide liquidity and cash flow, appealing to income-focused investors in sectors like telecom, energy, and healthcare real estate.

How Much Dividend Stock Investment Do You Actually Need to Replace Your $85K Salary in Retirement?

Replacing a salary of $85,000 in retirement with dividend stocks requires careful planning and investment in high-yield companies.

Why Financial Advisors Are Telling Retirees Over 65 to Stop Sitting on Home Equity

Home equity can be a vital part of retirement planning, offering options for cash-poor retirees to access funds without selling investments.

Want $6,300 in Passive Income? Invest $98,000 ($32,667 Each) Into These 3 High-Yield Dividend REIT Stocks

High-yield dividend REITs provide predictable income and cash flow, appealing during market volatility and rising costs.

Business intelligence

In Winner-Take-All Markets, Diversification Is a Liability

Flexibility in resource allocation provides diversified firms a competitive advantage over non-diversified rivals.

fromEntrepreneur

The Deals You Didn't Make Are Teaching You How to Win Next Time - Use This Framework to Make It Happen

Missed opportunities can provide valuable lessons if analyzed correctly.

2 HedgeFund Favorites That Just Got Too Cheap to Ignore

Hedge funds may indicate potential buying opportunities in a volatile market, particularly with stocks like UnitedHealth Group showing promise.

Miami

Some hedge funds are expanding in Miami but its share of prized portfolio managers has fallen

Miami's appeal as a hedge fund hub is waning, with fewer investment professionals relocating despite overall growth in the industry.

This hedge fund launched with billions, then cruised under the radar. It has quietly doubled in size.

2024 saw significant hedge fund startups, with Freestone Grove surpassing $6 billion in assets and planning further expansion.

fromBusiness Insider

1 month ago

Venture

Hedge funds are launching leaner and faster than ever, opening a new path for portfolio managers

Healthcare

2 HedgeFund Favorites That Just Got Too Cheap to Ignore

Hedge funds may indicate potential buying opportunities in a volatile market, particularly with stocks like UnitedHealth Group showing promise.

Miami

Some hedge funds are expanding in Miami but its share of prized portfolio managers has fallen

Miami's appeal as a hedge fund hub is waning, with fewer investment professionals relocating despite overall growth in the industry.

This hedge fund launched with billions, then cruised under the radar. It has quietly doubled in size.

2024 saw significant hedge fund startups, with Freestone Grove surpassing $6 billion in assets and planning further expansion.

fromBusiness Insider

1 month ago

Venture

Hedge funds are launching leaner and faster than ever, opening a new path for portfolio managers

Bull vs. Bear: Is Meta Platforms a Buy or Sell? | The Motley Fool

Meta Platforms is experiencing a divergence between operational performance and stock performance, leading to mixed investor sentiment.

Social media marketing

fromThe Motley Fool

I've Looked at Every Major Growth Stock Right Now. This Is the One I'd Buy Today. | The Motley Fool

Snap has shown revenue growth and potential for profitability, attracting interest from activist investors despite its current market challenges.

#private-credit

Higher education

Limiting Your Exposure to the Private Credit Crisis

Business

BlackRock says the private credit 'shakeout' is an opportunity for the $13.9 trillion fund giant to dominate

Higher education

Limiting Your Exposure to the Private Credit Crisis

BlackRock says the private credit 'shakeout' is an opportunity for the $13.9 trillion fund giant to dominate

BlackRock anticipates growth in private credit despite current market strains, driven by structural demand and institutional investor interest.

401(k) Plans Could Add Riskier Investments Under a New Rule

The Trump administration is enabling riskier alternative investments in 401(k) plans, easing regulations for plan sponsors.

Retirees With Over $800,000 in a Traditional 401(k) Are Being Warned About This Social Security Clawback

Traditional 401(k) balances can lead to significant tax implications for retirees, affecting Social Security benefits and Medicare premiums.

What Happens When You Inherit a $500,000 401(k) and the 10-Year Tax Rule Most Beneficiaries Don't Know About

Inheriting a 401(k) requires mandatory distributions within 10 years, impacting tax planning significantly based on whether RMDs had started.

I Logged Into My Old 401(k) and the Balance Was $0 - Here's What to Do When Your Retirement Savings Seem to Vanish

Custodian switches can cause 401(k) balances to appear as zero during transitions, but funds are typically not lost.

US politics

fromwww.nytimes.com

2 weeks ago

401(k) Plans Could Add Riskier Investments Under a New Rule

The Trump administration is enabling riskier alternative investments in 401(k) plans, easing regulations for plan sponsors.

Retirees With Over $800,000 in a Traditional 401(k) Are Being Warned About This Social Security Clawback

Traditional 401(k) balances can lead to significant tax implications for retirees, affecting Social Security benefits and Medicare premiums.

What Happens When You Inherit a $500,000 401(k) and the 10-Year Tax Rule Most Beneficiaries Don't Know About

Inheriting a 401(k) requires mandatory distributions within 10 years, impacting tax planning significantly based on whether RMDs had started.

I Logged Into My Old 401(k) and the Balance Was $0 - Here's What to Do When Your Retirement Savings Seem to Vanish

Custodian switches can cause 401(k) balances to appear as zero during transitions, but funds are typically not lost.

Why This 97-Year-Old Fund Pays 8% Without Sacrificing Safety

Adams Diversified Equity Fund has a yield of approximately 8%, generated through dividends and realized capital gains from its equity holdings.

fromTechCrunch

Financial risk management platform Pillar raises $20M seed in round led by a16z | TechCrunch

Pillar raised $20 million to automate hedging for commodity-driven businesses using AI to manage financial risk.

The 401(k) Gap That Lets Wealthy Savers Convert $47,500 to Roth Every Year

High earners can use the Mega Backdoor Roth strategy to contribute up to $47,500 annually to tax-free Roth accounts despite income limits.

Cryptocurrency

fromnews.bitcoin.com

Non-crypto Assets Trading Makes Up Nearly 40% of Bitget's Volume in Q1 2026, Report Highlights

Bitget's Q1 2026 report shows a significant shift towards trading both crypto and traditional assets within a single account environment.

fromEntrepreneur

Before You Sell Your Business, Consider These 3 Things First

Entrepreneurs face emotional challenges and loss of purpose during business transitions, especially when selling their businesses.

Fundraising

fromFast Company

Here are the 5 most impactful financial freebies every investor should claim

Tax code offers several legal provisions that allow wealth increase and income generation without IRS taxation.

#real-estate

Real estate

3 Real Estate ETFs Paying Over 3% That Retirees Are Using to Hedge Inflation

Real estate investments, particularly REITs, provide a reliable hedge against inflation for retirees seeking income and property appreciation.

fromwww.housingwire.com

Why real estate investors are done waiting

In competitive real estate markets, speed and certainty are prioritized over lower rates by investors seeking to secure deals quickly.

3 Real Estate ETFs Paying Over 3% That Retirees Are Using to Hedge Inflation

Real estate investments, particularly REITs, provide a reliable hedge against inflation for retirees seeking income and property appreciation.

fromwww.housingwire.com

Why real estate investors are done waiting

In competitive real estate markets, speed and certainty are prioritized over lower rates by investors seeking to secure deals quickly.

Our Favorite Passive Income Idea Pays Big Dividends and Grows Daily

Healthcare REITs present a compelling investment opportunity due to aging demographics and attractive valuations, offering reliable passive income and defensive characteristics.

Want $4,250 in Passive Income? Invest $85,000 Into These 3 High-Yield Dividend Stocks

Passive income from dividends offers liquidity and independence, making dividend portfolios essential for income-focused investors.

23 hours ago

Ray Dalio's Latest Value Buys Are Turning Heads-Here's What Stood Out

Balancing risk with reward is crucial for building wealth, as demonstrated by Ray Dalio's investment strategies.

This ETF Pays Dividends Monthly and Has Never Missed in 19 Years; Here Are 2 More Like It

Dividend ETFs should focus on consistent payouts, not just yield, as exemplified by the WisdomTree US LargeCap Dividend Fund.

Business

6 ETFs That Do What SCHD Does - But Better

7 hours ago

This ETF Pays Dividends Monthly and Has Never Missed in 19 Years; Here Are 2 More Like It

Dividend ETFs should focus on consistent payouts, not just yield, as exemplified by the WisdomTree US LargeCap Dividend Fund.

Business

6 ETFs That Do What SCHD Does - But Better

How to get out of debt: 9 proven strategies that actually work | Fortune

Identifying the causes of debt is essential for effective elimination strategies.

The $1,000 Vanguard Portfolio: Core Holdings for Any Market

The VIX's volatility cycle correlates with increased long-term index investor activity, with Vanguard funds offering diverse investment strategies.

Retire on $100,000 a Year Without Ever Selling a Single Share

A $100,000 annual income in retirement requires varying capital based on yield percentage and risk tolerance.

Berkshire Hathaway Is Loading Up on These 4 Stocks. Here's Why

Berkshire Hathaway disclosed ownership of 5,065,744 shares of the New York Times, valued at approximately $351.7 million, marking its return to media investing after exiting its newspaper portfolio in 2020.

Business

What $3.1 Million Really Looks Like When One Spouse Wants to Travel and One Wants to Keep Working

Income architecture must align with differing retirement goals to support travel without jeopardizing long-term portfolio sustainability.

Does the "100 Minus Your Age" Investing Rule Still Work? What Wes Moss Thinks

The 100-minus-your-age rule is outdated and inadequate for modern retirement planning, especially for those living longer.

Retirement

30% of Your Retirement Savings in One Company? Bad Idea, Says Wes Moore

What Happens to Your Retirement Plans If the Stock Market Drops 50%?

Market downturns can significantly impact retirement portfolios, making it crucial to plan asset allocation carefully to mitigate risks.

Retirement

How Top Executives Structure Their 401(k) to Pay Zero Taxes in Retirement

Managing diverse retirement assets is crucial to avoid tax collisions and achieve zero taxes in specific years.

What $3.1 Million Really Looks Like When One Spouse Wants to Travel and One Wants to Keep Working

Income architecture must align with differing retirement goals to support travel without jeopardizing long-term portfolio sustainability.

Does the "100 Minus Your Age" Investing Rule Still Work? What Wes Moss Thinks

The 100-minus-your-age rule is outdated and inadequate for modern retirement planning, especially for those living longer.

30% of Your Retirement Savings in One Company? Bad Idea, Says Wes Moore

Billy's retirement plan is risky due to overexposure in RSUs, which constitute 30% of his total investments.

What Happens to Your Retirement Plans If the Stock Market Drops 50%?

Market downturns can significantly impact retirement portfolios, making it crucial to plan asset allocation carefully to mitigate risks.

How Top Executives Structure Their 401(k) to Pay Zero Taxes in Retirement

Managing diverse retirement assets is crucial to avoid tax collisions and achieve zero taxes in specific years.

more#retirement-planning

Stanley Druckenmiller Made 1 Huge Bet That Still Looks Attractive Today and Cut 2 Top Positions

Stanley Druckenmiller significantly increased his investment in Alphabet while reducing his holdings in healthcare stocks, indicating a shift in market focus.

fromwww.housingwire.com

3 hours ago

Reverse mortgages should reenter retirement plans amid policy risk

Older Americans are delaying retirement and shifting investments due to increased financial uncertainty and anxiety about policy changes.

This Dividend ETF Is Up 12% in 2026 and Still Paying Retirees Well, but With a Catch

First Trust Morningstar Dividend Leaders Index Fund has shown strong returns, driven primarily by energy sector performance.

Why a $70,000 Dividend Income Goal Requires Millions, and Which ETF Gets You There Fastest

Replacing a $70,000 salary with dividend income requires a larger portfolio than expected, influenced by the chosen fund's yield.

How Much Do You Need To Invest To Make $100k On Dividends Right Now? New PF Investment Income Series

Replacing a $100,000 income with dividends requires significant capital and a strategic yield approach, balancing income stability and wealth preservation.

This Dividend ETF Is Up 12% in 2026 and Still Paying Retirees Well, but With a Catch

First Trust Morningstar Dividend Leaders Index Fund has shown strong returns, driven primarily by energy sector performance.

Why a $70,000 Dividend Income Goal Requires Millions, and Which ETF Gets You There Fastest

Replacing a $70,000 salary with dividend income requires a larger portfolio than expected, influenced by the chosen fund's yield.

How Much Do You Need To Invest To Make $100k On Dividends Right Now? New PF Investment Income Series

Replacing a $100,000 income with dividends requires significant capital and a strategic yield approach, balancing income stability and wealth preservation.

more#dividend-investing

Bill Ackman Is Betting Big on AMZN, META, and FNMA. Should Investors Follow?

Bill Ackman heavily invests in Amazon, Meta Platforms, and Fannie Mae, believing the market underestimates their long-term value.

Retirees Love This High-Yield Monthly Income Fund Until They See What Happens in a Bear Market

Covered call ETFs can provide income but may mask significant losses in account value, leading to a negative total return for retirees.

#gabelli-equity-trust

3 hours ago

Gabelli's 10.5% Yield Comes With a Hidden Cost Retirees Should Know

Gabelli Equity Trust aims for long-term capital growth while committing to a 10% annual distribution of its average net asset value.

GAB's 11% Yield Comes With a Hidden Cost Retirees Should Know

Gabelli Equity Trust offers an 11% yield, but its distribution policy raises questions about income sustainability and reliance on return of capital.

3 hours ago

Gabelli's 10.5% Yield Comes With a Hidden Cost Retirees Should Know

Gabelli Equity Trust aims for long-term capital growth while committing to a 10% annual distribution of its average net asset value.

more#gabelli-equity-trust

GAB's 11% Yield Comes With a Hidden Cost Retirees Should Know

Gabelli Equity Trust offers an 11% yield, but its distribution policy raises questions about income sustainability and reliance on return of capital.

Billionaires Are Buying up These 3 Stocks Like Hot Cakes

Billionaires strategically invest in stocks like Amazon, Nvidia, and Microsoft, signaling potential growth opportunities based on market conditions and company fundamentals.

The Most Unloved ETF in the World Is Also One of the Cheapest

EZA ETF offers exposure to South African resources and financial services, capitalizing on rising gold prices and demand for minerals amid energy transition.

We're 65 With $3.9 Million. Should We Give Our Adult Children Their Inheritance Now to Pay for Daycare and Buy a Home?

Gifting wealth to adult children can provide immediate financial relief, but it must not jeopardize retirement security.

This Wall Street Veteran Says the Market Has Bottomed - Here's What He Thinks Comes Next

Timing the stock market is difficult, but focusing on long-term bullish trends can be beneficial, especially after recent market corrections.

fromLondon Business News | Londonlovesbusiness.com

3 weeks ago

Building a diversified portfolio with limited capital - London Business News | Londonlovesbusiness.com

Diversification reduces risk by spreading investments across different assets, sectors, and regions rather than concentrating capital in single holdings.

Ares Capital and Three Others Drive PBDC's 12% Dividend; Is It Sustainable?

PBDC offers high yields by investing in BDCs, but understanding income sources and sustainability is crucial.

6 hours ago

USOI Harvests Oil Volatility for Monthly Income, but That 6% Cap Costs You Upside

USOI gains from oil volatility by selling call options, but its returns lag behind direct oil investments during strong rallies.

Small-Cap Stocks May Be About to Pull Ahead, and IJR Will Win Big

Small-cap stocks may be gaining attention as large-cap valuations decline, presenting potential investment opportunities.

2 weeks ago

Inside One of Wall Street's Hottest Hedge Funds-and the 2 Trades Driving the Surge

Ratan Capital Management, led by Nehal Chopra, has outperformed most hedge funds, primarily due to significant holdings in Nvidia.

Four Stocks That Can Fund a $75,000 Early Retirement on a $1 Million Portfolio

A $1 million portfolio requires a 7.5% yield to replace a $75,000 salary, achievable through specific income-focused securities.

How Much Do You Really Need Invested to Replace a $60K Salary With Dividends?

Replacing a $60,000 salary with dividend income requires significant capital, influenced by the yield and associated risks.

4 ETFs That Mirror Warren Buffett's Buy-and-Hold Strategy in 2026

Warren Buffett's investment strategy focuses on buying businesses with durable competitive advantages at reasonable prices and holding them long-term.

Skip the Treasury Ladder: These 4 ETFs Deliver Double-Digit Yields in 2026

Income investors face a choice between Treasuries and higher-yielding, riskier investments, with various ETFs offering distinct income opportunities.

6 days ago

5 ETFs Yielding Over 7 Percent Built for Long Term Income Investors

High-yield ETFs must be evaluated for sustainability to ensure they provide genuine income without depleting principal.

Why GLDI's Covered Call Strategy Caps Your Gold Gains at 103% Above Current Price

GLDI offers high income through a covered call strategy on gold but has variable payments and structural risks investors must understand.

fromThe Motley Fool

3 Beginner-Friendly Growth Stocks to Beat the Market by 2030 | The Motley Fool

Investing in companies like Netflix and Take-Two Interactive can yield better returns than index funds.

fromEntrepreneur

1 month ago

Follow the Wealth Management Advice of High Net Worth People

Founders excel at building wealth but often neglect legacy planning, requiring different skills including patience, governance, education and communication to sustain and transfer wealth effectively across generations.

A $750,000 Portfolio That Throws Off $51,000 in Dividends

A $750,000 portfolio needs a blended yield of 6.8% to generate $51,000 annually, with varying capital requirements based on yield levels.

Why venture lenders are paying monthly dividends while banks retreat

Trinity Capital Inc. provides loans to growth-stage companies and pays a monthly dividend of $0.17 per share, yielding approximately 13.5%.

Energy and International ETFs Offer the Diversification Your $1,000 Deserves in 2026

The equity market in April 2026 presents varied ETF investment options amid a stable Fed rate and a low VIX.

Why Millions of Investors Are Buying the Wrong NASDAQ ETF

Fidelity Nasdaq Composite Index ETF (ONEQ) offers broader exposure than QQQ by tracking over 600 securities instead of just 100.

BIZD's 25 BDC holdings mask growing weakness in its top income sources

BIZD offers diversification among Business Development Companies, but current dividend safety varies significantly among its top holdings.

fromLondon Business News | Londonlovesbusiness.com

Oppenheimer Upgrades Blackstone to Outperform, Calling It the Premier Franchise at a Bargain Price

Blackstone stock rose 2% after Oppenheimer upgraded it to Outperform, citing attractive valuation despite a 25% year-to-date decline.

Fundraising

The rise of private equity allocations and the implications for fund managers - London Business News | Londonlovesbusiness.com

Large private-market deals increasingly involve co-investments across sizes, with sovereign wealth funds and family offices boosting private equity allocations, changing execution and opportunities for managers.

How to Pull $55,000 a Year Out of an $850,000 Brokerage Account

An $850,000 brokerage account requires a yield of 6.5% to generate $55,000 annually, indicating moderate-to-aggressive investment strategies.

The Russell 2000 Is Crushing All the Major Indices: 5 Passive Income Dividend Winners

The Russell 2000 index tracks 2,000 small-cap companies and is currently outperforming other indices with a 5.8% increase this year.

fromSubstack

3 weeks ago

Index Funds Aren't Boring. You're Just Addicted to Feeling Smart

Index funds provide predictable growth and often outperform complex investment strategies.

High-Yield Dividend Aristocrat Franklin Resources Just Paid Investors: Here's What They Got

Franklin Resources maintains a consistent dividend increase, with a current yield of approximately 5.3% backed by $1.68 trillion in assets under management.

Had You Invested $1,000 in Goldman Sachs 10 Years Ago, Here's What You'd Have Now

Goldman Sachs reported strong Q1 2026 earnings but faced stock decline due to concerns over credit quality and net interest income.

PennantPark's 14% yield is running on fumes as dividend coverage cracks

Net investment income per share has not covered the quarterly distribution for at least four consecutive quarters. Q1 2026 NII came in at $0.27 per share against a declared distribution of $0.3075.

Business

How a $500K Nest Egg Can Throw Off $31,000 in Annual Dividends

Investing $500,000 in income-generating assets can yield approximately $31,000 annually, compared to minimal returns in a savings account.

Retirees Love This $578 Billion ETF, But Switching to These 2 Could Boost Income by 40%

Vanguard Total Stock Market ETF holds roughly $2.1 trillion in assets and has earned its place in millions of retirement portfolios. The appeal is straightforward: one fund, the entire U.S. equity market, a 0.03% expense ratio, and a 25-year track record.

Business

The 3 Managed Futures ETFs That Made Money While the S&P 500 Crashed

Managed futures strategies provide crisis alpha by capturing persistent market moves, offering low correlation to equities during downturns.

5 Forgotten Old-School Tech Dividend Stocks That Could Crush the Market in 2026

Legacy dividend tech stocks may offer better returns in 2026 as they generate consistent cash flow and dividends.

7 Dividend ETFs Built to Survive a Recession and Pay You Through It

Recession indicators suggest caution; seven ETFs are designed to provide income and limit losses during downturns.

Why Smart Money Is Piling Into EFV as International Value Crushes Domestic Expectations

International developed markets are undervalued compared to U.S. stocks, and the iShares MSCI EAFE Value ETF captures this opportunity.

Geopolitical Risks are Seriously High. Why I'd Shift to Dividends for Safety and Stability

Geopolitical uncertainties persist, impacting markets and oil prices, while Verizon presents a potential safe investment with a strong dividend yield.

What the Best Private Equity-Backed CEOs Do Differently

More than 50% of CEOs in private equity-backed companies fail to meet expectations and are replaced during the investment period.

fromFast Company

fromInstitutionalinvestor

4 strategies for building a 'good enough' financial plan and portfolio

Step away from those individual stocks. Forget I bonds and laddered portfolios of individual Treasury Inflation-Protected Securities. If you're a satisficer, they're not for you. Reduce your number of accounts and the holdings within them.A portfolio with fewer moving parts is easier to oversee and simpler to document in case your loved ones or a financial advisor needs to take the wheel.

Business