Journal to portfolio afterlife

[portfolioafterlife]

Gas, gli italiani si preparino al razionamento

www.today.it

 

[portfolioafterlife]

Bank stocks are super cheap — even with the risk of recession

JPMorgan Chase kicks off bank earnings on July 14.

www.marketwatch.com

 

[portfolioafterlife]

Calling for Yield - HumbleDollar

IF I SAID YOU COULD corral a yield of almost 12% by holding most of the stocks in the Nasdaq 100 index through an exchange-traded fund (ETF), would you think I’ve been smoking something? Well, you’d be wrong. Global X Nasdaq 100 Covered Call ETF (symbol: QYLD) has pumped out a humongous dividend...

humbledollar.com

 

[portfolioafterlife]

In an interview with CNBC’s Squawk Box, professor of finance at the University of Pennsylvania’s Wharton School of Business Jeremy Siegel said that we are already in a mild recession, and urged the Fed to exercise caution in its tightening policy.

Siegel: We’re Already In A Mild Recession – Validea's Guru Investor Blog

In an interview with CNBC’s Squawk Box, professor of finance at the University of Pennsylvania’s Wharton School of Business Jeremy Siegel said that we are already in a mild recession, and urged the Fed to exercise caution in its tightening policy. There’s been negative GDP growth in the first...

blog.validea.com

 

[portfolioafterlife]

If you have a traditional 60/40 split in your portfolio, for example, the article advises adjusting stock allocation down to 50% at the moment when the market is buoyant and going up every day. That’s because it’s usually at this time, when investors are feeling confident and self-congratulatory, when their position starts to falter. Instead of riding that high, take a step back and reduce risk before you get knocked off your high horse. On the flip side, when things aren’t going well and you’re feeling despondent about your holdings, that is actually the time to step up your risk factors and increase stock allocation to 70%.

Investors Should Try To Time The Market – Validea's Guru Investor Blog

While it’s pretty consistent advice to not time the market, an opinion piece in Bloomberg suggests that investors attempt to time the market at least once, not by buying in or selling out completely but by shifting allocations to potentially bolster returns significantly in the short and long...

blog.validea.com

 

[portfolioafterlife]

The result has been twofold: high-yield bonds are now generating much higher income, more than 8% on average, and the steep drop in prices could spur those that issue the debts to actually start buying the bonds themselves. In a recent note from Bank of America that is cited in the article, strategists wrote that with an estimated $300 billion of corporate bonds trading at 75% of their face value or below, buybacks could skyrocket. That’s especially true since many of the corporate bonds now trading at a discount include such household names as Apple, Amazon, Verizon, and Microsoft. These companies could seize the rare opportunity to generate high returns from buying back their own debt at a lower price.

High-Yield Bonds Look Like Bargains – Validea's Guru Investor Blog

Investors looking to buy low may find bond prices much more appealing after a terrible first half of the year for fixed-income markets, the worst on record, posits an article in Barron’s. 10-year Treasury yields have doubled since the beginning of 2022, rising to over 3%, and since bond prices...

blog.validea.com

 

[portfolioafterlife]

Come vogliamo essere? Così come desideriamo per noi stessi o come ci vorrebbero gli altri? E se vogliamo essere noi stessi, questo obiettivo lo perseguiamo senza condizionamenti esterni o cerchiamo di mimare la proiezione che vorremmo di noi stessi?

Lifestyles

Fifty-four years ago this month, in a push for publicity, The Sunday Times offered £5,000 to whoever could sail solo…

www.collaborativefund.com

 

[portfolioafterlife]

Risk Premia Forecasts: Major Asset Classes | 6 July 2022 | The Capital Spectator

www.capitalspectator.com

 

[portfolioafterlife]

 

[portfolioafterlife]