DIRS.INFO The most relevant business & tech news

☆ Nvidia is shaking up this big tech ETF. Here’s what it means for investors
▼ + stars: | 2024-06-18 | by ( Bob Pisani | ) www.cnbc.com time to read: +4 min

The usual rebalancing of the S & P 500 index and the exchange traded funds around it is a quarterly event occurring Friday. There are exchange-traded funds that follow the broad market benchmark and ETFs that track the S & P 500 sector indexes, including technology. The S & P 500 indexes are pure indexes. Nvidia could become 99% of the S & P 500 by market capitalization, and it would be reflected in the index. This trio dominates the S & P 500 technology index.

Persons: Dow, Matthew Bartolini, Bartolini, We've Organizations: Nvidia, Microsoft, Apple, SPDR Technology, Broadcom, P Technology, SPDR, SPDR Americas Research, Regulators Locations: Americas, SPDR Americas

☆ Nvidia to get 20% weighting and billions in investor demand, while Apple demoted in major tech fund
▼ + stars: | 2024-06-17 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +1 min

Nvidia 's blistering rally will force a major technology exchange-traded fund to acquire more than $10 billion worth of shares of the chip giant while cutting dramatically back on Apple . The index that the Technology Select Sector SPDR Fund (XLK) follows will soon rebalance, based on an adjusted market cap value from Friday's close. As a result, Microsoft and Nvidia will likely have a weight of around 21%, while Apple will fall sharply to about 4.5%, Bartolini said. That is a change from the prior weightings, which saw Nvidia's weight be kept artificially low by index rules. As of June 14, Microsoft and Apple were both at about 22% each in the fund, while Nvidia was just 6%.

Persons: Matthew Bartolini, Bartolini Organizations: Nvidia Corporation, Nvidia, Apple, Microsoft, SPDR, SPDR Americas Research Locations: Taipei, Taiwan, SPDR Americas

☆ This ETF strategy may help investors skirt market concentration risk
▼ + stars: | 2024-06-15 | by ( Anna Gleason | ) www.cnbc.com time to read: +2 min

Investors worried about concentration risk in the market may want to consider value-oriented investments. Avantis' U.S. Large Cap Value ETF (AVLV) tracks the Russell 1000 Value index, but with a caveat — the fund managers screen stocks using a profitability overlay. After Apple and Meta , the Large Cap Value fund's next-largest holdings are JPMorgan , Costco and Exxon Mobil , according to FactSet. Avantis' Large Cap Value ETF is up 7.7% in 2024, as of Friday's market close. The Russell 1000 Value index gained 4.5% during the same period.

Persons: Phil McInnis, CNBC's, McInnis Organizations: Avantis Investors, Apple, Meta, JPMorgan, Costco, Exxon Mobil, Financial

☆ Can a new batch of tech earnings rescue the market? Here are the factors at play
▼ + stars: | 2024-04-25 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

The market was already headed toward a down session due to disappointing reactions to earnings, which haven't been entirely bad. Club earnings : Microsoft and Alphabet report after the bell Thursday. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, haven't, hasn't, it's, Mark Zuckerberg, Amy Hood, Jim Cramer's, Jim Organizations: CNBC, Club, Meta, Tech, Nvidia, Broadcom, Microsoft, PCE, Exxon Mobil, Chevron, Colgate, Palmolive, HCA Holdings, Jim Cramer's Charitable Locations: Abbvie

☆ A top-10% fund manager over the last 10 years outlines the growth strategy that's helped him consistently crush his peers — and shares 4 of the best investments to make now
▼ + stars: | 2024-04-21 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Like many others, fund manager Jim Golan has made a fortune from mega-cap growth stocks. For the last 19 years, Golan has logged consistently solid returns as manager of the $2.2 billion William Blair Large Cap Growth Fund (LCGNX). Large, high-quality growth stocks have been in vogue since the early 2010s, though that doesn't explain why Golan's fund has excelled versus its peers. How to invest in large growth stocks — and 4 top picksTo impress Golan, stocks must have scale or other structural advantages that lead to success over his three- to five-year investing horizon. Below are four companies the leading fund manager is especially bullish about, along with the ticker, market capitalization, sector, and thesis for each.

Persons: Jim Golan, Golan, William Blair Large, David Ricci, Morningstar, —, Golan isn't Organizations: Growth, Business, Microsoft, Nvidia

☆ Tension in the Middle East, hot inflation rattle stocks. Take these steps to shore up your portfolio
▼ + stars: | 2024-04-15 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +4 min

Conflict in the Middle East escalated over the weekend as Iran launched drones and missiles at Israel, and traders braced for a response. Investors have already been on edge as of late amid climbing oil prices and recent economic data that shows inflation is remaining sticky. Rockier times could be ahead, too, noted Paul Christopher, head of global investment strategy at Wells Fargo Investment Institute. Tax-loss harvesting involves selling losers in your taxable account and using these losses to offset realized gains within your portfolio. Extending duration involves adding exposure to bonds with greater price sensitivity to changes in rates.

Persons: Paul Christopher, Christopher, rebalancing, Gargi Pal Chaudhuri Organizations: Wells, Wells Fargo Investment Institute, Information Technology, Communications Services, BlackRock, Treasury Bond ETF Locations: Fresh, Iran, Israel, Wells Fargo, BlackRock

☆ Stocks are undergoing a needed, and (so far) modest, pullback in a longer-term bull market
▼ + stars: | 2024-04-13 | by ( Michael Santoli | ) www.cnbc.com time to read: +8 min

The result was a 1.5-percent weekly drop in the S & P 500 , with Friday's setback exacerbated at least somewhat by a collective clenching-up of risk markets on some geopolitical worry. This dynamic hasn't been reversed, but the signal has grown a bit staticky, draining some conviction from the macro bullish case with the S & P 500 still 24% above the October low. Bull market's backdrop First, it's a bull market, and not a particularly mature or excessively generous one yet. Yet both stocks are still outperforming the S & P this year. The S & P 500 closed Friday at exactly the same level of five weeks earlier, on March 8 – which was perhaps the moment of maximum investor confidence in the "we can have it all" thesis.

Persons: I've, Jerome Powell, Powell, Wall, it's, We're, John Butters, Fastenal, Scott Chronert Organizations: Federal, ICE, Treasury, CPI, Fed, Grainger, Citi

☆ Here are the 3 key things we're most focused on in the stock market this week
▼ + stars: | 2024-03-30 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

The annual reading is above the 2% target set by the central bank but is a slight deceleration from the 2.9% annual rate in December and January. Looking ahead to next week, it's all about the macroeconomic updates as the first quarter earnings season is mostly over. ET: ISM Manufacturing PMI After the bell: PVH Corp. (PVH), Canoo (GOEV) Tuesday, April 2 10:00 a.m. ET: ISM Services PMI Before the bell: Acuity Brands (AYI) After the bell: BlackBerry (BB), Levi Strauss (LEVI) Thursday, April 4 8:30 a.m. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

Persons: Dow, payrolls, Paychex, Calvin Klein, Tommy Hilfiger, Buster's, Levi Strauss, LEVI, Lamb Weston, Jim Cramer's, Jim Cramer, Jim, Eric Thayer Organizations: Dow Jones, Nasdaq, Federal, Cal, Maine Foods, Conagra, PVH Corp, PMI, Maine, Brands, Jim Cramer's Charitable, CNBC, Workers, Grand Central Market, Bloomberg, Getty Locations: U.S, Cal, Los Angeles , California

☆ This move could help protect your portfolio from volatility as stocks trade near their highs
▼ + stars: | 2024-03-05 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +5 min

There's a party happening in stocks in 2024, and though investors may be reluctant, it could be time to think of taking a few chips off the table. My portfolio has recovered [from 2022],'" said Marguerita Cheng, certified financial planner and CEO of Blue Ocean Global Wealth in Gaithersburg, Maryland. "I tell people we're not selling everything, but we need to give the portfolio the TLC it deserves – this is the fine-tuning of your portfolio," she added. Be tax aware: Investors may be wary of selling highly appreciated holdings within their taxable accounts, which can incur levies on capital gains. Cheng of Blue Ocean has been turning toward dividend payers, as well as small and midcap stocks.

Persons: There's, they're, Marguerita Cheng, it's, Morningstar, Carla Adams, –, Sean Lovison, Cheng, Russell, Matson, – that's, It's, Jon Ulin Organizations: Nasdaq, Dow Jones, Netflix, Blue, Global Wealth, CNBC's, CFP, Ametrine, Investors, redeploy, Pfizer, Micron Technology, Holdings, Federal Reserve, Ulin, Wealth Management Locations: Gaithersburg , Maryland, Lake Orion , Michigan, Moorestown , New Jersey, SDVY, Boise, Boca Raton , Florida

☆ Here are the 10 stocks that large-cap money managers are getting most excited about right now, according to UBS
▼ + stars: | 2024-02-29 | by ( James Faris | ) www.businessinsider.com time to read: +2 min

Large-cap fund managers are starting to shy away from several of the biggest companies in the S&P 500, according to a recent report from UBS. By bailing on those three names and top performers like Nvidia (NVDA), money managers are swimming against the tide. That's why large-cap stock-pickers tend to fade the biggest companies, according to UBS. 10 stocks that fund managers loveBy contrast, fund managers' largest relative overweight positions are in sectors like industrials, financials, healthcare, and materials, Palfrey noted. Below are the 10 companies that are seeing the biggest improvements in sentiment from large-cap fund managers, as measured by the net number of funds adding positions to them.

Persons: Patrick Palfrey, Palfrey Organizations: UBS, Microsoft, Apple, Business, Nvidia

☆ These are the 25 cheapest stocks in a top-heavy market with limited upside and a historically strong chance of suffering from a correction: BMO
▼ + stars: | 2024-02-08 | by ( James Faris | ) www.businessinsider.com time to read: +5 min

The same is true for the argument that the S&P 500 is already on the doorstep of even the most ambitious year-end price targets. BMO Capital Markets"The S&P 500 almost always experiences a technical correction at some point during the second year of bull markets historically," Belski wrote. Even if there's a typical 10% correction exacerbated by weakness in mega caps, Belski wrote that stocks can remain resilient. "Underlying leadership patterns are likely to be very different this year, with significantly more participation coming from non-mega-cap stocks," Belski wrote. BMO Capital MarketsBelow are the 25 cheapest stocks in the S&P 500, according to BMO Capital Markets, sorted by the lowest forward price-to-earnings (P/E) ratio.

Persons: Brian Belski, Belski, he's, they'll Organizations: Business, BMO Capital Markets, BMO Capital Markets BMO, BMO, BMO Capital Locations: Montreal

Their huge and growing earnings, combined with a large number of shares outstanding, mean that the three companies exert a bigger influence on the S & P 500 earnings picture than any other. Fourth quarter earnings for the entire S & P 500 are expected to rise about 5% over the same period in 2022. For share-weighted earnings, the earnings (or earnings estimates) for each company are multiplied by the shares outstanding. What this means is that companies that are experiencing a rapid increase in their earnings can begin to exert an outsized influence on S & P 500 earnings. In a world where the S & P 500 is expected to see earnings growth of 10% this year, Nvidia's earnings growth is off the charts.

Persons: Technolgy, Nvidia —, John Butters, Jensen, Howard Silverblatt Organizations: Microsoft, Apple, Nvidia, Meta, P Global Locations: FactSet

☆ Here's what we think about when deciding how many shares to buy or sell
▼ + stars: | 2024-01-28 | by ( Zev Fima | ) www.cnbc.com time to read: +6 min

This week's question: As you would imagine, many of us Club members hold positions in the Portfolio stocks with sizing that differs from the Club holdings. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. This week's question: As you would imagine, many of us Club members hold positions in the Portfolio stocks with sizing that differs from the Club holdings.

Persons: Jim Cramer, Jim Organizations: Club, CNBC, Apple

☆ 10 of our stocks report earnings next week. Here's what we want to see from each
▼ + stars: | 2024-01-27 | by ( Zev Fima | ) www.cnbc.com time to read: +16 min

All three major averages posted gains for the third consecutive week, lifted by solid quarterly earnings and positive economic data. Earnings season ramps up next week, with five of the Super Six mega-cap stocks delivering results. Employment numbers are the most important economic data, with Friday's January nonfarm payrolls report carrying the most weight. The January ISM Manufacturing report on Thursday and December's factory orders report Friday are expected to show the sector still in contraction mode. But earnings and commentary this week from peer Sartorious made us encouraged about a return to growth in 2024.

Persons: nonfarm, December's, Sartorious, We've, Stanley Black, Decker, We're, We'd, Royal Philips, Crane, Woodward, ServisFirst, Cadence Bancorporation, CADE, Johnson, Phillips, Avery Dennison, Columbus McKinnon, Robinson, SIRI, Cardinal Health, Parker, DOV, Pitney Bowes, Ferrari N.V, CSW, COLM, W.W, Grainger, Dwight Co, Jim Cramer's, Jim Cramer, Jim, Tim Cook, Justin Sullivan Organizations: Gross, Procter, Gamble, Gillette, Super, Consumer, JPM Healthcare, Amazon, Microsoft, Honeywell, Aerospace, Solutions, Apple Watch, Masimo, Vision Pro, Franklin Resources, Resource Partners, Bank of Marin Bancorp, Bank7 Corp, Pacific Premier Bancorp Inc, Provident Financial Holdings, Dynex, Cliffs Inc, Nucor Corp, Whirlpool Corp, F5 Networks, Capital Southwest Corp, Harbors Investment Corp, Crane Co, Payne, Equity, Heartland Financial, Cadence, FinWise Bancorp, Five Star Bancorp, PotlatchDeltic Corporation, Sanmina Corporation, Pfizer, General Motors Corp, United Parcel Service, JetBlue Airways Corporation, Smith Corp, Marathon Petroleum Corp, HCA Healthcare, Oshkosh Corporation, SYSCO Corp, Danaher Corp, Johnson Controls, M.D.C . Holdings, Commvault Systems Inc, Hope Bancorp, Hubbell Incorporated, Malibu Boats, Polaris Industries, Inc, Camden National Corp, Cambridge Bancorp, Microsoft Corp, Starbucks Corp, Devices, Electronic Arts Inc, Juniper Networks, Stryker Corp, Lending, Canadian, Canadian Pacific Kansas City Limited, Mondelez, Chubb Corporation, Modine Manufacturing, Partners, Management, Hawaiian Holdings, Manhattan Associates, Unum Group, UNM, Axos, Enova, Boston Properties, Boeing Co, Novo Nordisk, Mastercard Inc, Roper Technologies, Boston Scientific Corporation, MarketAxess Holdings, Fisher, Aptiv PLC, Hess Corp, Nasdaq, United Microelectronics Corp, Rockwell Automation, Teva Pharmaceutical Industries, Ltd, Avery, Avery Dennison Corp, Extreme Networks, Otis Worldwide Corporation, OTIS, Columbus, Columbus McKinnon Corp, Central Pacific Financial Corp, Brinker International, Fortive Corporation, Qualcomm, Technology, Metlife, Hanover Insurance, Barn Holdings, CONMED Corporation, DLH Holdings Corp, Meritage Homes Corporation, Honeywell International, Eaton Corp, Altria, Royal Caribbean Cruises Ltd, Merck, Co, Enterprise Products Partners, Dorian LPG, SiriusXM Holdings, Cardinal, Hannifin Corporation, Allegheny Technologies Incorporated, Tractor Supply Company, Trane Technologies, Dover Corp, Huntington Ingalls Industries, Brunswick Corporation, Dickinson, Canada Goose Holdings, Kirby Corp, WEC Energy Group, WestRock Company, Allegro MicroSystems, Ball Corporation, Broadridge Financial, BrightSphere Investment Group, CMS Energy Corp, Lancaster Colony Corp, Rogers Communications Inc, Sanofi, Apple, Atlassian Corporation, United States Steel Corp, Corp, Adtalem Global, Homes, DXC Technology Company, Eastman Chemical Company, Gen, Post Holdings, America, Columbia Sportswear Company, Exxon Mobil Corp, Chevron Corporation, Myers Squibb Co, CIGNA Corp, Regeneron Pharmaceuticals, Charter Communications, AON, Cboe, Dwight, Banco Santander, Jim Cramer's Charitable, CNBC, Apple Vision, Getty Locations: China, East, United States, Europe, Cleveland, Alexandria, California, Corning, Canadian Pacific, Teradyne, TER, Novo, Hanover, PBI, Skechers U.S.A, Bristol, Chile

☆ Forget the 'Magnificent 7,' these Nasdaq stocks are next in line to lead rally, according to the charts
▼ + stars: | 2024-01-24 | by ( Frank Cappelleri | ) www.cnbc.com time to read: +3 min

We know all about the Nasdaq-100 index and the 'Magnificent 7' hype lately, but what about the stocks next in line? Well, the Invesco NASDAQ Next Gen 100 ETF (QQQJ) tracks the next biggest 100 Nasdaq stocks after the Nasdaq 100 – roughly Nasdaq stocks Nos. This isn't a surprise given that tech is the biggest sector in the Nasdaq Composite itself. Most importantly, the top 10 NDX stocks represent nearly 46% of the entire index. In fact, a similar scenario occurred in 2022 that eventually led to QQQJ outperforming NDX later in the year.

Persons: QQQJ, QQQJ outperforming NDX, Frank Cappelleri Organizations: Nasdaq, NASDAQ Locations: QQQJ, Technology

☆ What to do when 'own, don't trade' Apple and Nvidia grow into big positions
▼ + stars: | 2024-01-07 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Apple and Nvidia are "own, don't trade" stocks, so should they be kept as they are, or shrink down? First, let's address our idea of "own, don't trade" stocks. To main a diversified portfolio, we don't want any of our positions, even Apple, to get much bigger than 5-6%. That doesn't mean we don't love the name or no longer view it as an "own, don't trade," it simply means that while it is an "own, don't trade" we also still abide by the view that discipline trumps conviction (diversification and not don't be greedy being the two disciplines of focus in this case) and that overrides the own, don't trade mantra. When we say "don't trade" these two names, we stay invested in both and don't try to catch the next 10% move up or down.

Persons: Jim Cramer, Eli Lilly, Jennie, Nvidia —, Nvidia wasn't, Jim Cramer's, Jim, SeongJoon Cho Organizations: Nvidia, Broadcom, Costco, Apple, Federal Reserve, Jim Cramer's Charitable, CNBC, Apple Inc, Bloomberg, Getty Locations: Hanam, South Korea

☆ A tech-heavy portfolio can be still considered diversified. Here's how we think about it
▼ + stars: | 2023-12-24 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

– Thank you, Cathryn, San Francisco We certainly understand and agree it's becoming increasingly difficult to maintain a diversified portfolio that's not dominated by technology stocks. There are also what many investors would think of as tech companies in S & P 500 Communication Services , at an 8.6% weighting. After all, we would say Meta, Alphabet and Amazon are as much tech companies as Apple or Microsoft, with all three considered leaders in artificial intelligence. These are industrial technology companies, not the industrial companies of old. So, using some of the examples provided in the question: Yes, Microsoft and Apple are both considered Information Technology companies.

Persons: Jim Cramer, it's, didn't, We've, they're, Jim Cramer's, Jim Organizations: Technology, Nvidia, Apple, Broadcom, Microsoft, Palo Alto Networks, Communication, Honeywell, Eaton, Web Services, Google, Jim Cramer's Charitable, CNBC Locations: San Francisco

☆ Friday's S&P 500 and Nasdaq-100 rebalance may reflect concerns over concentration risk
▼ + stars: | 2023-12-14 | by ( Bob Pisani | ) www.cnbc.com time to read: +7 min

Five companies (Apple , Microsoft , Amazon , Nvidia and Alphabet ) make up about 25% of the S&P 500. Standard & Poor's estimates that nearly $13 trillion is directly or indirectly indexed to the S&P 500. The three largest ETFs (SPDR S&P 500 ETF Trust , iShares Core S&P 500 ETF , and Vanguard S&P 500 ETF ) are all directly indexed to the S&P 500 and collectively have nearly $1.2 trillion in assets under management. S&P 500: Apple and others will be for sale. In addition, three companies are being added to the S&P 500: Uber , Jabil , and Builders FirstSource .

Persons: It's, JD.com, Phil Mackintosh, Robert Jankiewicz Organizations: Nasdaq, Apple, Microsoft, Nvidia, Broadcom, Trust, Vanguard, Comcast, Exxon Mobil, Visa, Marathon Petroleum, P Global, Builders, Alaska Air, SolarEdge Technologies, CDW Corporation, Cola Europacific Partners, Roper Technologies, eBay, EBAY, Enphase Energy, Video Communications, Pfizer, Seagen, Technology, CNBC

☆ Resurgent S&P 500 crests new 2023 closing high after roller-coaster year
▼ + stars: | 2023-12-01 | by ( Lewis Krauskopf | ) www.reuters.com time to read: +5 min

The benchmark index closed at 4,594.63, nearly 6 points above its previous closing high for 2023 set in late July. The S&P 500 is up over 19% year-to-date after posting its biggest monthly rise in over a year in November. The S&P 500 reached its previous 2023 closing high on July 31, also spurred in part by excitement over developments in artificial intelligence technology. The megacaps' outperformance has increased their combined weight to well over one-fourth of the entire S&P 500, meaning the stocks' moves have outsized influence on the benchmark index. The S&P 500 currently trades at roughly 19 times forward earnings estimates, compared to a historical average of 15.6 times.

Persons: Mike Segar, Jerome Powell, Stocks, Lewis Krauskopf, Noel Randewich, Saqib Iqbal Ahmed, Ira Iosebashvili, Nick Zieminski Organizations: New York Stock Exchange, REUTERS, Federal, Valley Bank, Citigroup, Microsoft, Nvidia, Thomson Locations: Lower Manhattan, New York, U.S

☆ Here are stocks overlooked and ready for a hot streak and crowded trades ready to cool off
▼ + stars: | 2023-11-28 | by ( Morgan Chittum | ) www.cnbc.com time to read: +6 min

That's the conclusion of a new Morgan Stanley research report, which makes us feel really good about where we stand on both Club stocks. Each quarter, Morgan Stanley looks at under-owned stocks and over-owned stocks — basically which ones are overlooked and ready for a hot streak and which ones are crowded and ready to cool off. However, Morgan Stanley said Meta kept its most over-owned crown — and coincidently, its shares closed lower. To be sure, Morgan Stanley maintained an overweight rating on Apple shares. META YTD mountain Meta Platforms (META) year-to-date performance Conversely, Morgan Stanley said Meta's average active institutional ownership increased by 18 basis points quarter-over-quarter.

Persons: Morgan Stanley, We're, Meta, Morgan Stanley's, Microsoft's, We're bullish, Mark Zuckerberg's, Jim Cramer's, Jim Cramer, Jim, Justin Tallis Organizations: Microsoft, Meta, Morgan, Apple, DOJ, Nvidia, Oracle, Broadcom, CNBC, Getty Locations: China

U.S. Dollar and Euro banknotes are seen in this illustration taken July 17, 2022. Deutsche Bank's CVIX (.DBCVIX) - the currency market's version of Wall St's "fear index" of stock volatility and a weighted average of implied "vol" in nine major pairings - has basically imploded. By driving short-term dollar cash rates and U.S. bond yields higher over the past 20 months, the Fed basically sucked cash from the wider investment world and supercharged dollar exchange rates everywhere. Now that it looks done, the buck's finally on the back foot - plumbing levels not seen since August. With implied volatility directionally biased, the dollar index and the CVIX are typically well correlated and both peaked in tandem in same month of September last year.

Persons: Dado Ruvic, Deutsche Bank's, Chris Turner, Francesco Pesole, BOJ, BOE, Marcelli, Morgan Stanley, Matthew Hornbach, David Evans Organizations: REUTERS, Deutsche, U.S, ING, Graphics Reuters, Reuters, Bank of Japan, European Central Bank and Bank of England, ECB, UBS Global Wealth, Treasury, Thomson Locations: Ukraine, U.S . Federal, Japan, U.S

☆ How big should any one stock in your portfolio get? Here's a way to figure it out
▼ + stars: | 2023-11-05 | by ( Zev Fima | ) www.cnbc.com time to read: +4 min

We always recommend an investor's first $10,000 should go to an S & P 500 index fund. So one option for putting all your money to work without making any one stock position too big is to keep adding to your index fund. Or maybe you own five names at 8% each, 15% in cash, and the remaining 45% in an index fund. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Scott L, Jim, Josh Edelson Organizations: Apple, Nvidia, Microsoft, CNBC, Apple's Worldwide, Afp, Getty Locations: Cupertino , California

[1/3] A state oil company PDVSA's logo is seen at a gas station in Caracas, Venezuela May 17, 2019. The restrictions were removed in response to a deal reached between the country's government and opposition parties for the 2024 election. JPMorgan's index team, which has made no statement as yet on the future treatment of the Venezuelan bonds, has reached out informally to investors to discuss the topic, the sources said. Venezuela and PDVSA have around $60 billion of international bonds outstanding, which are in default. The decision on index membership and weighting is taken by JPMorgan, though any changes usually follow consultations with investors.

Persons: Ivan Alvarado, Rodrigo Campos, Jorgelina, Rosario, Karin Strohecker, Christina Fincher, Nick Zieminski Organizations: REUTERS, JPMorgan, Reuters, Thomson Locations: Caracas, Venezuela, United States, PDVSA, Washington

☆ How our stocks have performed since the bear market bottom a year ago — and the lesson learned
▼ + stars: | 2023-10-12 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +7 min

The S & P 500 closed at its bear market low a year ago Thursday — ending Oct. 12, 2022, at its lowest close since November 2020 . In hindsight, that dramatic turnaround was the start of a rally that saw the S & P 500 climb 22% from the close on Oct. 12, 2022, through Wednesday. Palo Alto Networks, meanwhile, has successfully pivoted to profitability, joining the S & P 500 as a result, and repeatedly demonstrated the quality of its cybersecurity platform. Indeed, an exchange-traded fund that gives each S & P 500 constituent the same influence — the Invesco S & P 500 Equal Weight ETF — has advanced only 11.2% since Oct. 12, 2022. Viewed through the top-heavy rally lens, though, it's not a surprise to see a number of Club stocks underperforming the S & P 500.

Persons: Jim Cramer, Jim, they're, That's, ChatGPT, Eli Lilly's, that's, There's, we've, it's, didn't, Estee Lauder, Jim Cramer's, Michael Nagle Organizations: Nvidia, Meta, Broadcom, Oracle, Microsoft, Facebook, Palo Alto Networks, Coterra Energy, Costco, Procter, Gamble, GE Healthcare, Jim Cramer's Charitable, CNBC, Bloomberg, Getty Locations: Mounjaro

☆ Morning Bid: No calm before the central bank storm
▼ + stars: | 2023-09-19 | by ( ) www.reuters.com time to read: +2 min

A look at the day ahead in European and global markets from Kevin BucklandEurope yet again wakes up to a swathe of red in Asian markets on Tuesday. Japanese markets were closed on Monday for a national holiday, so are only now catching up on the TSMC news. Trading was volatile, with Hong Kong's property share subindex (.HSMPI), for example, swinging from an early 1.7% loss to be slightly up by lunchtime. Reuters Graphics Reuters GraphicsThursday is packed, with the Bank of England, Swiss National Bank, Riksbank, and Norges Bank. Certainly FX and rates markets are taking notice of the calendar, with the dollar and Treasury yields content to trade in tight ranges just below recent highs.

Persons: Kevin Buckland, Hong, Sunac, Kazuo Ueda's, Shri Navaratnam Organizations: Nikkei, HK, Sunac China Holdings, Reuters Graphics Reuters, Bank of England, Swiss National Bank, Riksbank, Norges Bank, of Japan, Yomiuri, Treasury, Thomson Locations: Kevin Buckland Europe

Search resuls for: "weightings"

25 mentions found