How are fund managers positioning their portfolios in 2022?

Investors have many questions: How much further will the market fall? Is a recession coming? What sectors perform better in such a period? Let’s try to answer these questions… Economists are worried that rising interest rates and slowing growth will trigger a recession… Rates: The Fed has charted a course of rising interest rates for…

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What is the right crypto allocation for your portfolio?

Unless the plan is Lambo or food stamps, we’d advise against it. Figuring out the right amount can be tricky — and the answer varies depending on whom you ask and your circumstances. How Mr. Wonderful invests in crypto Investor and entrepreneur Kevin O’Leary of Shark Tank — shares his views on how he invests…

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What type of returns should investors expect in the next decade?

One of the most popular portfolios isn’t living up to its expectations. Supposedly, the 60/40 portfolio diversification (60% stocks and 40% bonds) provides enough growth via stocks — while reducing bonds’ volatility. Bond and stock prices traditionally move in opposite directions, but the two have moved in sync in 2022: Bonds: The iShares 20 Plus…

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How to prepare for market corrections?

After its sharp March recovery, the S&P 500 is now only down 4.5% in 2022. Those that sold during the March lows would have missed out on a massive rally. Analysts are now divided over the direction of the market. Morgan Stanley’s Chief US Equity Strategist believes the rally is over — and expects the…

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Maximizing crypto returns with staking

Staking is a popular concept unique to crypto — and understanding it can help investors maximize their crypto returns. Understanding the basics of staking Staking is the process of “locking in” your cryptocurrencies in return for rewards often paid out in the staked token. The amount made is shown as an annual percentage return (yield)…

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Will earnings season save the markets from further pain?

Maybe in a separate universe, the stock market only goes up. Just not in this one. The entire market has sold off in recent weeks as the Fed prepares to raise interest rates — historically a negative for stocks — while necessary for high inflation. Blood in the streets The damage is widespread — beyond…

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Strategies to maximize stock returns before the year-end

With 2021 coming to an end, it’s time for investors to look at tax-harvesting — and the stocks that could benefit from this… What is tax-loss harvesting? Selling losers to reduce taxes — from gains realized on other investments. While this can happen any time of the year, it’s often implemented near year-end. This strategy…

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With large firms dominating, are there only a few companies worth investing in?

FT explored an interesting topic: Does the winner take all in investing and are there only a few companies worth investing in? Backing it up: In the past 40 years, only 10% of all stocks became “mega winners” with 500%+ total returns. Within an industry, investors can associate a dominant firm — Apple dominates consumer…

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High inflation is at risk of killing the 60% stocks/40% bond portfolio

Big banks and famous investors are calling it the end of the popular 60% stocks/40% bonds portfolio — an allocation used to lower risk — with investors closer to retirement often allocating a higher portion to bonds. In the past decade, the S&P 500 crushed the funds replicating the 60/40 portfolio — which returned ~10%…

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Two tactics to simplify investing for better returns

When it comes to investing, it’s easy to over-analyze — often leading to worse returns.  So what to do if you want to invest money with as little headache as possible? Here are two tactics to simplify investing that’ll make life easier: Set allocation targets: Instead of worrying about what to invest in, when to…

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