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☆ With big bets on Musk, these funds may have a Tesla problem in '23
▼ + stars: | 2023-01-04 | by ( David Randall | ) www.reuters.com time to read: +4 min

Those funds dropped by an average of 42.1% last year, more than double the average 17% decline among U.S. stock funds, according to Morningstar. The $6 billion Baron Partners Retail fund, which leads all US mutual funds with about 52% of its assets in Tesla shares, fell nearly 43% last year, while the $54 million Zevenbergen Genea Institutional fund, which has 13% of its assets in Tesla, fell nearly 59%. Tesla fell about 65% last year, with declines accelerating after Musk decided to buy social media network Twitter, which some investors see as a distraction to the chief executive. His net worth has fallen by more than $100 billion, according to Forbes, bumping him from the position of world's richest person. The fund fell 67% last year, putting it near the bottom of all U.S. equity funds.

☆ These ETF strategies can help investors navigate a murky 2023 for markets
▼ + stars: | 2022-12-27 | by ( Jesse Pound | ) www.cnbc.com time to read: +6 min

Here's how some ETF experts are viewing the year and what types of funds could be winners in 2023. … In 2023, investors should be a lot more selective," said Pedro Palandrani, director of research at Global X ETFs. While those areas would be negatively affected by a recession, infrastructure spending approved earlier in the Biden administration could help create solid demand even if the U.S. consumer weakens. Similarly, iShares highlighted the U.S. Infrastructure ETF (IFRA) and the MSCI Global Agriculture ETF (VEGI) in its 2023 outlook as potential winners, in part due to their inflation-hedging properties . In iShares' 2023 outlook, the firm identified its MSCI USA Value Factor ETF (VLUE) and Core S & P Small-Cap ETF (IJR) as two funds that could benefit from a low-growth environment.

☆ GOLDMAN SACHS: Buy these 50 stocks that are trading at steep discounts that make them low-risk and high-reward
▼ + stars: | 2022-12-25 | by ( Marley Jay | ) www.businessinsider.com time to read: +2 min

Investors use the Sharpe ratio to see if they're being rewarded for the risks they take. David Kostin at Goldman Sachs is applying a version of that concept to individual stocks. That's essentially what the Sharpe ratio is for. "We define a stock's prospective Sharpe ratio as the return to the consensus 12-month price target divided by the 6-month option-implied volatility," he said. Goldman has long maintained a basket of high Sharpe ratio stocks, and he says that the stocks haven't been this cheap in two years.

☆ The managers of two of the best stock funds of 2022 told us about the 3 highest-conviction names in their portfolios
▼ + stars: | 2022-12-23 | by ( Marley Jay | ) www.businessinsider.com time to read: +4 min

Together, they run two of the highest-returning stock funds of 2022. BNY Mellon fund managers John Bailer and Brian Ferguson have done well at avoiding those sorts of traps. Bailer runs a dividend-focused stock fund that's returned 12% a year for investors over the last decade and earned a four-star rating, according to Morningstar. In a joint interview, Bailer and Ferguson told Insider about a couple of current favorites from across their portfolios. (3) Berkshire Hathaway (BRK.A)Warren Buffett is a legendary value investors himself, of course, and his Berkshire Hathaway conglomerate is a favorite for a lot of investors.

☆ Here's how to time your purchases of high-dividend stocks to get the best possible income and stay afloat, according to an Invesco CIO and portfolio manager
▼ + stars: | 2022-12-16 | by ( Marley Jay | ) www.businessinsider.com time to read: +3 min

Pete Santoro is a fund manager and investment chief at Invesco who focuses on dividend stocks. His brief includes a management slot in the firm's Dividend Income Fund, which went through a real turnaround not long after he joined. "I think investors are rediscovering the financial benefits of dividend-paying stocks in a market that is favoring income over riskier growth companies," Santoro told Insider in a recent interview. Dividend investing strategy in a volatile marketSantoro, like many dividend-focused experts, says it's not enough to buy shares of companies that pay high-percentage dividends. "We believe investors should focus on quality companies with growing free cash flows, growing dividends, and capital discipline," he said.

☆ Stock Funds Rise Again but Remain Damaged
▼ + stars: | 2022-12-04 | by ( William Power | ) www.wsj.com time to read: 1 min

U.S.-stock funds have taken a nice bounce lately, but the overall 2022 picture remains glum. The stock market, and U.S.-stock funds, rose for a second month. But forgive fund investors if they aren’t giddy. The average U.S.-stock fund rose 5.3% in November, according to Refinitiv Lipper data, but is still sitting on a 13.8% decline so far in 2022. For all of 2021, U.S.-stock funds had rallied 22.5%.

☆ To make money, avoid these common mistakes
▼ + stars: | 2022-12-01 | by ( Jeanne Sahadi | ) edition.cnn.com time to read: +7 min

But when it comes to investing, too much self-confidence can cost you real money. One way this might play out when you’re investing is that you may feel sure that a given company or new asset class – like crypto – will win the future. Crosby used an example of someone who works in the tech industry, buys a home in a tech hub like San Francisco and invests primarily in tech stocks. Or if you’re elated, your optimism may distort your sense of how much risk you’re really taking on with an investment. Automating your savings and investing across a diverse portfolio regardless of market conditions often works well.

☆ The fear of loss can cost investors big-time. Here’s how
▼ + stars: | 2022-11-29 | by ( Greg Iacurci | ) www.cnbc.com time to read: +6 min

Westend61The fear of loss is a powerful emotion for investors — and, if left unchecked, can cost them big bucks in the long term due to years of forfeiture of investment gains. watch nowFor investors, that evolutionary impulse plays out as "loss aversion bias." Investors have a bias toward avoiding financial loss. Prioritizing the avoidance of loss over earning a gain "is a major reason why so many investors underperform the market," Aguilar said. Meanwhile, 401(k) investors pulled money out of stock mutual funds during the same time period.

☆ Warren Buffett's right-hand man blasted crypto, praised Elon Musk and Tesla, and defended the Fed in a rare interview this week. Here are the 14 best quotes.
▼ + stars: | 2022-11-19 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +5 min

Charlie Munger called out fraud and delusion in crypto, days after Sam Bankman-Fried's FTX imploded. Warren Buffett's right-hand man said bitcoin and other crypto should never have been legal. He made the incendiary comments in a rare CNBC interview this week, just days after Sam Bankman-Fried's FTX exchange became the latest crypto player to implode. "It's partly fraud and partly delusion — that's a bad combination. I think that's totally crazy.

☆ 75% of young, wealthy Americans get this 'wrong' about investing, says CFP
▼ + stars: | 2022-11-18 | by ( Ryan Ermey | ) www.cnbc.com time to read: +2 min

Although advisors generally recommend that younger investors hold the vast majority of their investments in stocks, wealthy young people are skeptical that traditional investments can get the job done. In fact, 3 in 4 say it's not possible to achieve above-average returns with stocks and bonds, according to the survey. Young rich investors may 'mistake success with expertise'Why are young, affluent investors pulling away from stocks? It could be that there are newer, fresher ideas out there, says Ken Shepard, head of investments at Bank of America Private Bank. Why stocks are still the best option for young investors

☆ Matt Quinlan's high-dividend stock funds hold more than $20 billion in investor assets. The Franklin Templeton vet told us where he finds innovators that can deliver big returns.
▼ + stars: | 2022-11-17 | by ( Marley Jay | ) www.businessinsider.com time to read: +4 min

Historically, big dividend payments have been associated with just a couple of stock market sectors. Franklin Templeton fund manager Matt Quinlan says that's changed in recent years. But inflation and interest rates were extremely low during that period, and it seemed like the growth and spending could go on forever. In a market like today's that's defined by higher interest rates and inflation, which erode returns over time, a solid dividend yield can give buyers a real leg up. He's also run its $24.3 billion Rising Dividends Fund for three years, and its results have been particularly strong across his tenure.

☆ Retirement savers seek safe havens within their 401(k) plans. They may regret it later
▼ + stars: | 2022-11-17 | by ( Greg Iacurci | ) www.cnbc.com time to read: +1 min

Data suggests some retirement savers are seeking out safe havens within their 401(k) plans. Investors sold out of target-date funds and large-cap U.S. stock funds in October in favor of "safer" ones, such as stable value, money market and bond funds, according to Alight Solutions, which administers company 401(k) plans. For example, stable value and money market funds captured 81% and 16% of net investor funds in October, respectively, according to Alight data. Target-date funds and large-cap stock funds accounted for 37% and 12% of net investor withdrawals, respectively; company stock funds accounted for 34% of total outflows, according to Alight. Target-date funds, the funds most popular with 401(k) plan investors, offer a mix of stocks and bonds that align with someone's expected retirement year (their target date, so to speak).

☆ These mutual funds are planning to hit investors with capital gains distributions. How to decide the right move for you
▼ + stars: | 2022-11-11 | by ( Michelle Fox | ) www.cnbc.com time to read: +6 min

There may be some pain ahead for mutual fund investors in the form of capital gains taxes. "That means funds that have suffered steep falls this year could still distribute capital gains to investors," Welch said. John Hancock will pay double-digit capital gains distributions on several of its funds. Almost a dozen Nuveen funds will make 5% to 10% capital gains distributions, while twice that number of T. Rowe price funds will pay out between 4% and 21%. Passively managed funds may have distributions but they tend to be smaller than actively managed funds, Benz pointed out.

And the stock market isn't the only aspect of the economy that's hurting soon-to-be retirees. Saving for retirement 101Most people have three primary sources of income in retirement: personal retirement accounts (401(k)s and IRAs), pensions and Social Security. In retirement, the individual would withdraw no more than 4% of their retirement portfolio annually, while adjusting for inflation. If you've been maintaining a diversified retirement portfolio with 60% allocated towards stocks and 40% towards bonds, you've probably noticed both asset classes taking big hits. But of course, if the market hasn't bottomed yet, you're taking a risk.

☆ Earnings season is the first big test for single-stock ETFs after a slow start in the U.S.
▼ + stars: | 2022-10-28 | by ( Jesse Pound | ) www.cnbc.com time to read: +5 min

The nascent single-stock ETFs have reached a key period to prove their worth after a slow start for the group in the United States. I know we're in the first inning here, but it has not been a very good start for single-stock ETFs," Aniket said. However, the issuers of the funds — AXS, Direxion and GraniteShares, so far — have stressed that trading volume is a key test for these short-term focused funds. But if investors don't follow the daily trading prescribed for the funds, performance can suffer. What comes next Single-stock funds are already well established in Europe.

☆ 9 Stock Picks, Investing Strategy From Top 1% Fund Manager in 2022
▼ + stars: | 2022-10-14 | by ( Lisa Kailai Han | ) www.businessinsider.com time to read: +7 min

James Abate's fund has beaten 99% of its peers this year and over one, three, and five years. Here are his 9 standout stock picks which he says have enough pricing power to beat the bear market. He compared this dogmatic style of investing — purposely ignoring opportunities in the market — to horses running around a track with blinders on. Within energy, Abate specifically likes more gas-related names versus oil-related ones, with two standouts including Exxon Mobil (XOM) and EQT (EQT). Below is the full list of Abate's nine standout stocks along with the ticker, market capitalization, and sector for each.

☆ Stock Funds Down 24.8% in 2022
▼ + stars: | 2022-10-11 | by ( William Power | ) www.wsj.com time to read: 1 min

While stocks began October with two strong days of gains, investors fret that it could have been just a temporary bounce. The only inflation that isn’t out there is inflated stock gains. The numbers weren’t pretty for third-quarter performance of U.S.-stock mutual funds and exchange-traded funds, as the market absorbed the economy’s inflation troubles and the Federal Reserve’s attempts to corral the problem with interest-rate boosts.

☆ History says doing nothing and avoiding rush to cash will eventually boost returns
▼ + stars: | 2022-10-11 | by ( Bob Pisani | ) www.cnbc.com time to read: +2 min

"Investors are seeking shelter in cash amid a volatile market and fears of a recession," Mark Haefele, chief investment officer at UBS Global Wealth Management said in a note to clients Tuesday morning. Haefele reminds everyone about the value of staying invested and the folly of market timing. Not being in the market on the 5 best days since 1970 reduces your return from $138,908 to $90,171. The takeaway: If you're not in the market on the most important up days, your returns are markedly lower. The message: The best strategy would be to determine a long-term plan and stick with it, and ignore the urge to "do something."

☆ The best investing stories of June: Interviews with accurate analysts — real estate wizardry — world class stock-pickers
▼ + stars: | 2020-07-07 | by ( Business Insider | ) www.businessinsider.com time to read: +5 min

If you aren't yet a subscriber to Investing Insider, you can sign up here. That's where the Investing team at Business Insider comes in. -- JoeJoin Business Insider on July 8 at 12 p.m. Ruobing Su/Business InsiderBusiness Insider spent weeks talking to stock analysts across Wall Street — and not just in popular sectors like tech and retail. We spoke to 11 of the top-ranked on Wall Street to get their forecasts and single-stock picks.

☆ The best investing stories of May: Advice from top-tier money managers, tips from Wall Street royalty, and stock picks for a post-coronavirus world
▼ + stars: | 2020-06-02 | by ( Business Insider | ) www.businessinsider.com time to read: +3 min

In an exclusive interview, the Gamco chairman shared the investing themes he's tracking, including what he's doing in media, healthcare, and utilities. David Dudding's mutual fund has consistently dominated peers, and it's one of the best global stock funds in 2020. He detailed for us the major themes in his portfolio, what he's done since the pandemic started, and his top picks for the future. Commentary/outlooks from top-tier investors and Wall Street firmsBusiness Insider surveyed 10 fund and portfolio managers on various aspects of their strategies in a post-pandemic world. The attractiveness of US assets relative to the rest of the world is brewing a bubble in the stock market, according to equity-derivatives strategists at Bank of America.

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