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☆ 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.

☆ Jim Cramer says these 10 tech and software stocks can make a comeback
▼ + stars: | 2022-11-22 | by ( Krystal Hur | ) www.cnbc.com time to read: +1 min

CNBC's Jim Cramer on Tuesday named hammered tech stocks that he believes can make a comeback after the Federal Reserve finishes tightening the economy. Tech stocks plummeted this year after climbing to stratospheric levels during the height of the pandemic. Persistent inflation, the Fed's rate hikes, Covid-19 lockdowns in China and Russia's invasion of Ukraine drove investors out of risky tech stocks and into safer bets. Cramer explained that focus on the dot-com collapse belies the stocks that may survive this period of economic downturn. Cramer also predicted that there are many pandemic plays that likely won't recover from this year's challenges.

☆ 100 years of stock-market history show the sell-off is likely only half done, says a 30-year market vet who called the downturn. Here are 3 criteria to watch to know when the worst is over.
▼ + stars: | 2022-11-19 | by ( William Edwards | ) www.businessinsider.com time to read: +7 min

Jon Wolfenbarger thinks stock-market investors are still too optimistic that a bear market bottom is coming sometime in the immediate-to-near future. When bear markets occur when valuations are relatively high, the bear markets tend to drag on longer. The median bear market length during periods of high valuation among those listed above is 17 months, Wolfenbarger said, compared to 13 months when valuations are attractive. Given that the current market sell-off began amid some of the highest valuations in history, Wolfenbarger said he expects the bear market to last 17 months or longer. Wolfenbarger's views in contextIn June, Societe Generale conducted a similar analysis to Wolfenbarger's and looked at bear markets over the last 150 years.

☆ Morgan Stanley analysts handpick 21 dividend stocks they think will provide attractive yields over the next 3-5 years as the economy slows
▼ + stars: | 2022-11-18 | by ( William Edwards | ) www.businessinsider.com time to read: +2 min

Dividend stocks do well in late-cycle environments, Morgan Stanley says. The bank's analysts recently handpicked 21 of their favorite dividend stocks. Morgan StanleyMorgan StanleyThis data in mind, Morgan Stanley's top US equity strategists petitioned their teams to come up with their favorite dividend-paying stocks. "These stocks combine yield, growth, and stability measures and look attractive on a 3-5 year basis from a dividend yield perspective." The 21 stocks the analysts produced are listed below in the order Morgan Stanley listed them in their note.

☆ Charts suggest the U.S. dollar could be peaking, Jim Cramer says
▼ + stars: | 2022-10-24 | by ( Krystal Hur | ) www.cnbc.com time to read: 1 min

CNBC's Jim Cramer on Monday said that the spiking U.S. dollar could peak soon. "The strong dollar has become an albatross around the neck of an already beaten-down market, but now the charts, at last, as interpreted by Carley Garner, suggest the dollar could be peaking," he said. The value of the U.S. dollar has surged in recent months, driven by the Federal Reserve's aggressive interest rate raises and the hot U.S. economy. That's been a headwind to companies that conduct business largely overseas and are therefore subject to an unfavorable exchange rate. To explain Garner's analysis, Cramer examined the weekly chart of the dollar index going back to 2017.

☆ Confessions of a personal finance reporter (Part Two): 3 more of my worst money mistakes
▼ + stars: | 2022-10-23 | by ( Sarah O'Brien | ) www.cnbc.com time to read: +3 min

Salvatore AgostinoI tried to time the stock market because I 'knew' where it was headedI was at least a couple decades into adulthood when I decided I could see into the future. That is, I just knew the stock market was on the verge of dropping and would stay down for a while. This crystal ball-reading talent emerged as I rolled over money from an old 401(k) into my then-current retirement account. That is, I knew that the stock market generally rose over time and was a good place to put long-term savings, such as for retirement. Now, this was long enough ago that I have no memory of the fund's performance or my account balance when I eventually moved the money to another retirement account.

A day trader in her 20s will have much different view of stock diversification than a retiree looking to limit risk. Last week, we spoke about how to diversify a stock portfolio to both balance a longer-term view of your holdings while sharpening a shorter-term focus on factors that might necessitate changes. We're breaking this tutorial into seven sections: Understanding correlations Getting a portfolio started Is S & P 500 diversified? To better illustrate, let's consider the current make up of the S & P 500 — the diversification you'd achieve if you put an initial investment into an S & P 500 exchange-traded fund, or ETF. As of March 31, the end of the first quarter, the S & P 500 weighting was as follows: When you buy into an S & P 500 index fund, roughly 28 cents of every dollar goes into technology, while only 2.6 cents go into materials.

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