This top-performing value fund sees opportunity in Meta

The Liontrust Tortoise Fund has beaten 99% of other long-short equity funds this year (19% return). Their success this year has come from: Pivoting towards defensive sectors like Consumer Staples and Healthcare — sectors that have outperformed this year. Betting against the S&P 500 and US tech stocks with “relatively large” short positions. Recently, they’ve…

Read more

Remember this investing phrase: The stock market is not the economy

Was the stock market or Bitcoin part of your dinner table conversation in 2021? Did a friend ask you about Peloton or Zoom? At that point, the economy was humming along, but prices had already began decreasing. Should we call this the FOMO indicator? This year, we’ll bet Thanksgiving dinner topics are going to be…

Read more

IPO trend: Investor lockup periods get shorter — here’s how it will impact investors

Investors beware, IPO lockup periods are getting shorter (data via Renaissance Capital research) — which could lead to greater volatility investing in companies that recently went public. What’s the big deal? Early investors and insiders (i.e. employees) often have lockup periods of 90-180 days before they can sell their shares after an IPO. Upon these…

Read more

What’s the right crypto allocation for investors?

Last weekend, crypto fell hard with Bitcoin falling as much as 25% within 24 hours — fully displaying the volatile nature of cryptocurrencies. Just how volatile? According to Ben Carlson, Bitcoin has seen corrections of 33%, 39%, 41%, 30%, 84%, and 62% since 2017 — along with several single-day 20% crashes. But volatility is the…

Read more

High-flying growth stocks are down big in 2021 — what comes next?

2021 hasn’t been kind to the high-flying growth stocks of 2020. Many are down 50% plus but when we look at a longer time frame (since the start of 2020), the story is very different… If you only look at 2021 returns, many stocks are down big — Compound Advisor’s Charlie Bilello showed some of…

Read more