Tag: Portfolio
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Portfolio stock winners and losers – plus, the earnings report to watch next week
Read Latest News Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets : It was shaping up to be another ugly day in the market, but stocks moved off their session lows after President…
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2 portfolio stocks that should benefit from a boost in spending by older Americans
Read Latest News Home Depot and GE Healthcare are companies Mizuho believes will get a boost from an aging American population. Source Link ~ Read More News like this ~ Don’t Miss Amazon’s Top Treasures & Fan Favorites! Click to see the hottest picks everyone’s talking about! ~ AliExpress’s Most-Loved Finds Are Here! Don’t miss…
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Rethinking 60/40 portfolio in a volatile era, according to Morgan Stanley
Read Latest News Investors who rely on a traditional portfolio of 60% stocks and 40% bonds may want to switch their strategy in this environment, according to Jim Caron, Morgan Stanley Investment Management’s chief investment officer in the portfolio solutions group. The market has been dealing with bouts of volatility all year, as traders assess…
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Stocks jump to close out a rough week — plus, what drove the biggest winners in the portfolio
Read Latest News Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets : Stocks are finishing the week on a higher note and rebounding from oversold levels. The lack of new tariff headlines is…
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Jim Cramer’s 6 favorite stocks now, plus updates on rest of portfolio
Read Latest News Jim Cramer ran through all 32 companies in the Investing Club portfolio during the March Monthly Meeting on Thursday, but he gave special focus to six of his favorite stocks to buy right now: TJX Companies, Capital One Financial, Texas Roadhouse, DuPont, BlackRock and Home Depot. There’s other stocks he likes, too.…
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Back to back upgrades for one portfolio stock — why Jim Cramer insists you buy
Read Latest News Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Wednesday’s key moments. 1. Wall Street was mixed Wednesday as a reversal of recently stronger defensives sent the Dow into the red and battered tech rallied to keep the Nasdaq…
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Boost your portfolio returns with stocks that pay special dividends, Morgan Stanley says
Read Latest News Dividend-paying stocks are getting some attention from Wall Street as recession worries and anxiety over President Donald Trump ‘s tariff policy rattles the market. This is only the second week of March, but the S & P 500 is already off more than 5% in the month, while the Nasdaq Composite is…
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Two portfolio stocks landed analyst upgrades — why we bought one and trimmed the other
Read Latest News Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. 1. The S & P 500 is lower again Tuesday, continuing Monday’s sell-off amid increasing recession fears. President Donald Trump announced he is planning to raise tariffs…
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Falling oil prices have hurt energy stocks. But there’s a clear bright side for our portfolio
Read Latest News Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets: Stocks are rebounding Wednesday, but tariffs and trade talk are still dominating the market headlines and creating a lot of intraday volatility.…
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How to add dividend funds to your investment portfolio
Read Latest News If you’re young and looking to build wealth, you may not care about dividends. After all, the cash distributions companies pay to shareholders are often seen as a way for retirees to earn some extra income from their portfolio. But if you’re invested broadly in the U.S. stock market, dividends may be…
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Cash yields more than 4% as markets become rocky. How use it in your portfolio
Read Latest News Investors looking for steady investments during bouts of market volatility can find solid yields with cash. However, they should be thoughtful on how they incorporate it into their portfolio. This year is expected to be rocky , although strategists still expect stocks to ultimately end higher. On Tuesday, the S & P…
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Goldman portfolio of hedge fund favorites is trouncing the market this year
Read Latest News While the S & P 500 is trading close to its all-time high, a group of favored stocks among hedge funds is soaring even higher, according to Goldman Sachs. The S & P 500 reached an all-time intraday high as well as a new closing record on Wednesday, the broad market index’s…
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Here’s a rapid-fire update on all 32 portfolio stocks, including the 'comeback kids'
Read Latest News Jim Cramer offered his latest thinking on all the Investing Club stocks, including Nvidia, Starbucks and Costco. Source Link ~ Read More News like this ~ Don’t Miss Amazon’s Top Treasures & Fan Favorites! Click to see the hottest picks everyone’s talking about! ~ AliExpress’s Most-Loved Finds Are Here! Don’t miss out…
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Keith Meister’s Corvex Management reshuffles portfolio, adds a big bullish bet on the market
Read Latest News Keith Meister’s Corvex Management added an outsized bet on the broader market last quarter, while shaking up his exposure to various technology stocks, according to a new regulatory filing. The New York-based hedge fund, founded by Meister in 2011, bought call options on SPDR S & P 500 ETF Trust (SPY) in…
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Jim Cramer says buy these 2 portfolio stocks, plus his latest thinking on Nvidia
Read Latest News Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Tuesday’s key moments. 1. The S & P 500 was basically flat Tuesday, though the broad equity index was still hovering near record highs. Stocks rallied last week after President…
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Looking to add dividend stocks to your portfolio? Here are 4 baskets
Read Latest News Here’s our Club Mailbag email investingclubmailbag@cnbc.com — so you send your questions directly to Jim Cramer and his team of analysts. We can’t offer personal investing advice. We will only consider more general questions about the investment process or stocks in the portfolio or related industries. This week’s question: What would be…
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4 portfolio names reported earnings. Cramer tells us which are buys
Read Latest News Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Thursday’s key moments. 1. Stocks were mostly higher Thursday, extending a three-day winning streak as markets brushed off tariff concerns. Investors are instead focusing on momentum in Big Tech. Nvidia…
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Portfolio manager pours cold water on Nvidia’s stock bounce back
Read Latest News Fund manager Dan Niles has thrown cold water over Nvidia‘s tentative recovery from Monday’s share price fall, warning that the chipmaker’s stock might not have hit the bottom. Shares in Nvidia slid 16.9% on Monday after Chinese startup DeepSeek claimed its free, open-source large language model was built in just two months costing $6…
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We're lightening up on a rallying stock that's grown too big in our portfolio
Read Latest News The sale also comes as our trusted momentum indicator moved further into overbought territory. Source Link ~ Read More News like this ~ Don’t Miss Amazon’s Top Treasures & Fan Favorites! Click to see the hottest picks everyone’s talking about! ~ AliExpress’s Most-Loved Finds Are Here! Don’t miss out on these Top…
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Wall Street says buy this portfolio cyber stock. We’re not convinced
Read Latest News Palo Alto Networks shares surged Tuesday after Wall Street analysts said it’s time to consider buying the stock after its recent pullback. The news In a note to clients, Morgan Stanley said there’s an “increasingly attractive entry point” in Palo Alto stock after a lackluster start to 2025. The analysts, who raised…
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Cushion your portfolio in 2025 with these fixed income assets
Read Latest News Investors are facing the prospect of “higher for longer” interest rates, and that presents an opportunity for those who want to build up portfolio income. The Federal Reserve dialed back its expectations for 2025 rate cuts at its December meeting, penciling in only two reductions this year – down from the four…
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Why Vanguard likes a 40/60 portfolio to boost returns over the next decade
Read Latest News Investors looking to boost returns in the coming years may want to consider upping their bond allocations, according to Vanguard. The asset manager has a model portfolio that’s overweight on fixed income, reflecting a roughly 40% allocation toward equities and 60% in bonds. In particular, it’s overweight on U.S. credit and U.S.…
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Indian stocks will benefit from the Trump 2.0 era, portfolio manager says
Read Latest News Investors eyeing up firms with the potential to become the “blue chip companies of the future” should look to India, according to GIB Asset Management’s Kunal Desai. The portfolio manager said India’s geopolitical positioning is “favorable in this Trump 2.0 era” as investors assess the country’s ability to take advantage of a…
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How to rebalance your portfolio after lofty stock returns in 2024
Read Latest News D3sign | Moment | Getty Images Stocks soared in 2024. Congratulations! After taking a victory lap, it may be time to adjust your portfolio — because those heady returns likely threw your investment allocations out of whack. The S&P 500, a stock index of the largest public U.S. companies by market capitalization,…
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Portfolio manager names 3 Indian stocks to buy in 2025
Read Latest News Investor interest in India rose steadily last year thanks to the country’s growing economy , burgeoning population and impressive stock market rally . But a pullback toward the end of 2024 left market participants divided on whether to remain invested. Malcolm Dorson, senior portfolio manager at Global X ETFs, remains bullish on…
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These 8 portfolio stocks look quite cheap, but only some are worth buying
Read Latest News The holiday shopping season has come and gone. When it comes to stock picking, at least, the desire to find a bargain is as strong as ever. A recent analysis of our portfolio revealed we own more than a couple cheap stocks, including one of our newer additions in Bristol Myers Squibb…
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Here are ‘AAA’ tech stocks for your 2025 portfolio, according to Evercore ISI
Read Latest News One corner of the technology sector contains three stocks that should be staples of investment portfolios in 2025, according to Evercore ISI. Analyst Amit Daryanani said in a mid-December report that he is broadly bullish on the information technology hardware and networking group entering the new year. That includes a host of…
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Portfolio manager names China, Europe stocks promising strong returns
Read Latest News Investors should consider quality firms in China and Europe with superior valuations that have executed very well despite the “dire” political and economic situations in these markets, according to Pella Funds’ Jordan Cvetanovski. In the last two to three months, Pella Funds has been looking for opportunities in China and has increased…
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Here's a rapid-fire update on all 35 portfolio stocks, including a new position
Read Latest News During the December Monthly Meeting on Thursday, Jim Cramer looked at each company’s outlook for 2025. Source Link ~ Read More News like this ~ Don’t Miss Amazon’s Top Treasures & Fan Favorites! Click to see the hottest picks everyone’s talking about! ~ AliExpress’s Most-Loved Finds Are Here! Don’t miss out on…
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Analysts put 3 portfolio stocks on their buy lists. Cramer gives his thoughts on each
Read Latest News Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Wednesday’s key moments. The Dow was modestly higher Wednesday, pacing to break its first nine-session losing streak since 1978. The S & P 500 and the Nasdaq were also in…
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We want to boost our ownership of a portfolio stock that just boosted its dividend
Read Latest News Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Thursday markets: Stocks are taking a breather after Wednesday’s big surge, especially in the Nasdaq Composite and the more narrow “Magnificent Seven” cohort.…
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Bitcoin hit $100,000. Here’s what it means if it’s in your portfolio
Read Latest News Bitcoin finally reached $100,000 and investors holding the cryptocurrency in their portfolios have a few moves they’ll need to make before they celebrate. The flagship crypto crossed the $100,000 threshold for the first time late Wednesday, a fresh milestone in its 2024 hot streak. This year alone, bitcoin has more than doubled…
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Bespoke’s ‘keep it simple, stupid’ portfolio has been beating the market. Here’s the secret sauce
Read Latest News In the ever-volatile stock market, keeping things simple works surprisingly well, according to Bespoke Investment Group. The research firm sought to create a straightforward formula to create a portfolio that stands the test of time and yields outperformance. “Keep it simple, stupid” — sometimes abbreviated as KISS — is a design principle first noted…
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Here’s how this Julius Baer portfolio manager is investing
Read Latest News The persistent uncertainty in financial markets has raised questions on portfolio construction and how to invest across asset classes as 2025 nears. One long-term investor is now playing the market by staying invested and being well-diversified. “We believe it is key to remain invested and view any potential corrections as technical and…
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Our newest portfolio stock backed off its recent 52-week high — so we’re buying more
Read Latest News We’re buying 300 shares of Bristol-Myers Squibb at roughly $58 each. Following Wednesday’s trade, Jim Cramer’s Charitable Trust will own 900 shares of BMY, increasing its weighting to about 1.5% from 1%. Shares of pharmaceutical maker Bristol-Myers have dropped about 3% in the past two days in the absence of any real…
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Chipmaker Marvell’s strong quarter is good news for these 3 portfolio stocks
Read Latest News Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Wednesday’s key moments. 1. Stocks rose Wednesday, with the S & P 500 and Nasdaq hitting fresh record highs in the session. The Dow Jones Industrial Average, meanwhile, also traded…
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Julius Baer portfolio manager reveals opportunities she sees in U.S
Read Latest News At a time when investors are mixed on the U.S. market, one portfolio manager remains optimistic and sees reasons to stay invested. “We really like the U.S.,” Aneka Beneby, portfolio manager at Julius Baer International, told CNBC Pro last month. “Now that the [U.S.] election result is clear and behind us, we…
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Here’s what can go right to lift each of our 34 portfolio stocks
Read Latest News Sometimes, there can be an overwhelming amount of negativity and noise on Wall Street. To counter that, Jim Cramer has said investors should not lose sight of what can go right for their stocks. That doesn’t mean ignoring risks and investing on autopilot. It does mean investors should remember the wall of…
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How to ‘tariff-hedge’ your European portfolio, according to TS Lombard
Read Latest News As Europe faces the prospect of tariffs on its exports to the United States, TS Lombard has advised investors in the region on how to “tariff-hedge” their portfolios. U.S. President-elect Donald Trump warned ahead of his election win that he would introduce a blanket tariff of up to 20% on all imports…
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Trump’s tax proposals are a step closer to reality. Here’s what it means for your portfolio
Read Latest News A Republican sweep in Washington could mean that the tax cuts that went into effect in 2018 have a chance of sticking around. Source Link ~ Read More News like this ~ Don’t Miss Amazon’s Top Treasures & Fan Favorites! Click to see the hottest picks everyone’s talking about! ~ AliExpress’s Most-Loved…
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U.S. charges top portfolio manager, former Wamco co-CIO Kenneth Leech, with fraud
Read Latest News Kenneth “Ken” Leech, chief investment officer at Western Asset Management unit of Legg Mason Inc., speaks during the UBS CIO Global Forum at the Beverly Wilshire Hotel in Beverly Hills, California, U.S., on Tuesday, June 28, 2016. Patrick T. Fallon | Bloomberg | Getty Images Kenneth Leech, the former co-chief investment officer of Western Asset…
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We're adding this Bullpen stock to the portfolio and adding to a long-held position
Read Latest News Two drug stock buys: a new name and an old favorite that has hit a rough patch. Source Link ~ Read More News like this ~ Don’t Miss Amazon’s Top Treasures & Fan Favorites! Click to see the hottest picks everyone’s talking about! ~ AliExpress’s Most-Loved Finds Are Here! Don’t miss out…
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Buffett’s new pizza investment a perfect fit in Berkshire’s portfolio
Read Latest News Warren Buffett, a celebrated lover of junk food, just bought into a national pizza chain whose shares are trading near their cheapest level of the year. With CEO Buffett at the helm, Berkshire Hathaway bought more than 1.2 million shares of Domino’s Pizza last quarter, a stake worth about $550 million, a…
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There's still plenty of 'meat on the bone' in municipal bonds, Vanguard portfolio manager says
Read Latest News Vanguard launched two new active ETFs focused on tax-free municipal bonds on Thursday. Source Link ~ Read More News like this ~ Don’t Miss Amazon’s Top Treasures & Fan Favorites! Click to see the hottest picks everyone’s talking about! ~ AliExpress’s Most-Loved Finds Are Here! Don’t miss out on these Top Treasures…
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How to Get Fossil Fuels Out of Your Investment Portfolio
Read Latest News It’s not that hard, and there’s a bonus: Portfolios without fossil fuels have generally performed just as well as the broader market. Source Link ~ Read More News like this ~ Don’t Miss Amazon’s Top Treasures & Fan Favorites! Click to see the hottest picks everyone’s talking about! ~ AliExpress’s Most-Loved Finds…
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Protecting your portfolio against risks tied to Trump’s tariff plan
Read Latest News Money manager John Davi is positioning for challenges tied to President-elect Donald Trump’s tariff agenda. Davi said he worries the new administration’s policies could be “very inflationary,” so he thinks it is important to choose investments carefully. “Small-cap industrials make more sense than large-cap industrials,” the Astoria Portfolio Advisors CEO told CNBC’s…
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How billionaire investors traded GOOGL, AMZN and 3 other portfolio stocks
Read Latest News Wall Street’s whales were divided megacap tech stocks last quarter. Club holdings Alphabet and Amazon found themselves on the fault line. New regulatory filings show that billionaire investors and hedge fund managers pared back on shares of the Google parent and e-commerce giant in the third quarter. Some exited them altogether. Meanwhile,…
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The 60/40 portfolio is back. What experts think could happen next
Read Latest News The diversified model portfolio of 60% stocks and 40% bonds is back — and whether it will continue to work depends on whom you ask and what may happen with the economy. The global 60/40 strategy has seen a 27% cumulative return since 2022 through Oct. 31, according to Vanguard data. Traditionally,…
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Wood says ARK Innovation fund shouldn’t be ‘huge slice of any portfolio’
Read Latest News Cathie Wood, CEO of Ark Invest, speaks during an interview on CNBC on the floor of the New York Stock Exchange (NYSE) in New York City, February 27, 2023. Brendan McDermid | Reuters Cathie Wood is defending her underperforming ARK Innovation exchange traded fund following a rocky stretch. “We have a volatile…
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Michael Burry reshuffles portfolio, adds hedges on China holdings
Read Latest News Michael Burry, best known for calling the subprime mortgage crisis, made a slew of changes in his portfolio last quarter, including what appears to be a hedge on his sizable bet on Chinese internet stocks. Burry, who now manages hedge fund Scion Asset Management, boosted his stakes in a few Chinese internet companies’…
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Rapid-fire update on all 33 portfolio stocks in November meeting 2024
Read Latest News Here’s a rapid-fire update on all the stocks in Jim Cramer’s Charitable Trust, the portfolio we use for the CNBC Investing Club. During the November Monthly Meeting on Thursday, Jim looked at how Donald Trump’s return to the White House could impact each company — good, bad or not much at all.…
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Disney doesn’t plan to change its TV networks portfolio anytime soon
Read Latest News Scene from the FX series Shogun. Source: Disney | FX Disney has done the math on separating its TV networks business, and it appears too messy to be done — at least for now. The company’s chief financial officer, Hugh Johnston, said Thursday on CNBC’s “Squawk Box” that the “cost is probably…
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The UAE has all the growth that India has, without the 'crazy valuations': Portfolio Manager
Read Latest News Kamil Dimmich of North of South Capital discusses why the UAE markets are his favorite from an investment standpoint. Source Link ~ Read More News like this ~ Don’t Miss Amazon’s Top Treasures & Fan Favorites! Click to see the hottest picks everyone’s talking about! ~ AliExpress’s Most-Loved Finds Are Here! Don’t…