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Austin Hankwitz, 27, is an investor and personal finance podcaster. In January 2023, he began an investing challenge to build a portfolio worth $2 million in eight years and do it publicly so his followers can track his progress and learn from him through his Substack blog.His brokerage account mainly holds dividend and technology stocks and an S&P 500 index fund. He also has a self-employed or solo 401(k) that includes a Roth and an after-tax account where he holds major index funds. Altogether…
8 days ago
businessinsider.com
Betting on companies driving the development of artificial intelligence and the infrastructure to support it has acted as a haven for investors seeking gains.They piled cash into big names like Nvidia (NVDA) and its competitor AMD (AMD), both of which provide hardware to support AI’s development. Their stocks are up by about 204% and 72%, respectively, over the last 12 months. Then there are the developers of large language models, such as Microsoft (MSFT) and Google (GOOGL), which are building…
10 days ago
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Determining the best predictors of stock-market returns is like seeking the Holy Grail for investors. The problem is that the number of deciding factors can seem limitless, while the human power to test them all is not.It may take an academic two years to test and publish findings for a financial theory, said Alejandro Lopez-Lira, an assistant professor of finance at the University of Florida who has been studying the capabilities of machine learning and artificial intelligence to see how useful…
22 days ago
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If you’re wary of following the crowd and think the S&P 500 is too expensive but aren’t sure where to look next for gains, consider Deutsche Bank’s Fresh Money List. It’s a basket of the top stocks that the bank’s leading analysts predict will outperform the market over the coming 12 months.The latest round of 38 names was released on March 28, and the picks span across consumer, financials and fintech, healthcare, industrials, and technology, media, and telecommunications (TMT).While past perfo…
28 days ago
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The stock market’s major indexes continue to rally higher, with the S&P 500 edging up to newer highs and on pace for its strongest first quarter in five years.Andrew Slimmon, a senior portfolio manager at Morgan Stanley Investment Management, says we’re still in the early stages of an economic recovery from 2022’s earnings recession and the bear market that followed. This means you can expect the economy to remain stronger for longer.Slimmon oversees the US and global long-equity strategies, por…
about 1 month ago
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A strong dollar is great when you’re vacationing in Europe because your money goes a long way. But bargains in foreign goods and services aren’t the only perk: investors, too, can pick up bargains if they know where to look.Foreign markets are especially attractive now that the US stock market is highly concentrated around big names and AI beneficiaries. The hype may have driven a large part of the US market into expensive territory that could soon run out of steam. The asset manager GMO, founde…
about 1 month ago
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Interest in fixed income has increased over the past year after rising bond yields put them back on investors’ radars. The benchmark 10-year yield crossed 5% in October for the first time in 16 years before dropping near 4.22% on Friday.But now that everyone is looking, other parts of the fixed-income market are getting their turn. Since 2023, there’s been an uptick in firms seeking hedge funds that are making bets in the credit space, according to a March 14 note from Goldman Sachs.“You’d have…
about 1 month ago
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Many have shied away from investing in real estate over the past year and a half because interest rates have made borrowing costs too high.On the flip side, property values are down by about 15% to 25%, especially in areas like the office space sector, says Paul Daneshrad, the CEO of Starpoint Properties, a firm that manages real estate through pooled investments. Those values are expected to recover in the next couple of years as the Fed reduces interest rates, he said.Daneshrad has been a real…
about 1 month ago
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What goes up must come down, including the stock market.Investors don’t seem to learn that lesson, according to Mark Spitznagel, the founder and CIO of Universa Investments.Spitznagel has gained a reputation on Wall Street for being bearish; lately, he has cited concerns that the largest-ever debt “bubble” will eventually pop, though he never says when.His firm’s flagship strategy, centered on tail-risk hedging, is set up to profit from explosive crashes through derivative contracts without tryi…
about 2 months ago
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Where there’s smoke, there’s usually fire. But where banks’ exposure to commercial real estate is concerned, locating that fire may be difficult.Rising interest rates quickly increased the cost of borrowing for investors in commercial real estate, including offices and multifamily homes. Higher rates also meant a riskier asset class for investors. For Michael Barr, the second vice chair of the Federal Reserve, the office segment is most at risk, largely due to the rise of remote work. This means…
about 2 months ago
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It’s a concentrated stock market, with a handful of mega-cap technology names continuing to lead the gains as they profit off the development of AI.As of Tuesday, Nvidia (NVDA) was up by a whopping 76% for the year.But investor concerns are mounting over whether it’s getting shaky at the top. The consensus among fund managers in a recent survey conducted by Franklin Templeton was that the stock market’s winners will soon broaden, and cheaper value names will outperform this year.Although Nvidia’…
about 2 months ago
