ETFS

For years Boyar Research has offered up winning stock picks for value investors to study during the holidays when it publishes a list of 40 forgotten companies set to surge in the new year. Since Boyar Research began hunting for its so-called Forgotten Forty stocks, these picks have handily beaten the S&P 500 Index. The
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Warren Buffett, the jocular Midwestern billionaire best known for his appearances in business magazines and on CNBC, has joined Twitter. Yes, that’s right, the online bastion of starlets and rappers and millions of ordinary teenagers is now an outlet for probably the most anti-technology curmudgeon of modern times. His first tweet? “Warren is in the
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A lot of hair has been pulled over the United Kingdom’s Brexit vote. Sure, there were a couple of days when there was extreme volatility, but there are more important investment truths that need to be heeded. It’s easy to take your eye off the ball when so much turmoil is dominating the business headlines. You want
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So much for Britain’s vote to leave the European Union creating an immediate earnings headache for America’s largest banks. On Thursday morning, JPMorgan Chase shrugged off June’s Brexit vote, posting better than expected second quarter results, led by stronger than forecast trading activity and continued growth at the bank’s consumer business. The results augur well for banking
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The retail investor is tip-toeing into the market this week as expected. Last week, in an interview with Forbes, Allan Conway, a fund manager for Schroders in London told me that he expected the retailer to return to the market within the next few weeks, but that flow would not last for long. “Most of
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If you want to charge the maximum possible price for anything, the strategy is simple — reduce supply. The Rolling Stones, always keen on presenting themselves as working-class louts who get paid to misbehave, nevertheless understand economics. They’re doing just four “50th Anniversary” shows, two in London, two in the United States in New Jersey.
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As part of our ongoing Best Ideas 2013 coverage, which was initiated in our recent Investment Guide, I offer you the best and worst idea from Adviser Investment’s Jeff DeMaso. Jeff works with one of the most trusted names among mutual fund and ETF money managers , Dan Wiener. Dan and Jeff produce a newsletter
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A banner with Twitter’s logo in front of the New York Stock Exchange on the day of the social… [+] network’s IPO. (Image credit: AFP/Getty Images via @daylife) Young and profit-less Twitter is a risky investment. At $42.90 a share it’s not a particularly cheap investment either. ETF issuer Global X Funds is betting it
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Manisha Thakor |44 Hometown: Columbus, IN Alma Mater: Harvard M.B.A.; Wellesley College B.A. Specialty: Indexing Day Job: Director of Wealth Strategies for Women, Buckingham and The BAM Alliance Cred: After 20 years managing money at firms like Fayez Sarofim, SG Warburg,  and Atalanta/Sosnoff Capital, Thakor started MoneyZen Wealth Management in 2012 to build portfolios of
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On the great see-saw of investing, all too often investors are on the wrong side of the trade. They should should be buying stocks when most people are selling them. Case in point is the aftermath of the Brexit vote in the United Kingdom, where the majority of voters chose to leave the European Union.
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A great hedge is one that makes money while it protects you from a disaster. In April, Thomas Pound recommended Randgold Resources (GOLD) as a good investment as well as a hedge against many bad scenarios. Since then, we’ve seen a market correction caused by Brexit from which we have now recovered. In spite of
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When the United Kingdom voted to leave the European Union in June, ultimately tanking the British pound, traders with access to Cambridge, Massachusetts-based artificial intelligence platform Kensho had a special advantage. With a few keystrokes on Kensho’s AI-powered platform, traders quickly combed through an intelligence-grade database of information and in seconds learned that populist votes such as Brexit historically
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Can you make money from trading in gold? With an increasing number of technology startups diversifying and innovating in a number of different industries within the financial sector, this has in turn, has opened up many ways that retail consumers can make a little bit of cash on the side. Tomorrow Goldex, the first smart
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Traders work on the floor of the New York Stock Exchange (NYSE) in New York City. Photo: Spencer… [+] Platt/Getty Images Exchange Traded Fund (ETFs) can be a great way to manage your portfolio, but you have so many choices now, so which are the best ETFs to use? This question is not as straightforward as it
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Netflix is the highest flying FAANG stock this year. Photographer: Chris Ratcliffe/Bloomberg. You’ve heard warnings about your low-fee index fund: It’s perilously loaded with Facebook , Amazon.com , Apple , Netflix and Google  (Alphabet), because the capitalization-based nature of the S&P 500 means you’re buying them at ever-higher prices. Yet the smart money (think Warren
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Shutterstock Sometimes you’re not sure where to start with investing. It turns out many experts have come up with portfolios that they would, and often do, implement for themselves or their loved ones. Here we run through some of the most robust options. Warren Buffett – The 90/10 Portfolio This portfolio follows the instructions that
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The chart you see above is one that has been presented in many forms over the past couple of decades. Throughout the current century, this simple graph of the emotional roller coaster that is investing, as well as life itself, has been a very helpful tool for people in my industry.  My only question today
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Best Buy ETFs Shutterstock These 21 funds have the lowest holding costs for short-term speculators. If you want a brief exposure to smaller companies, use one of the exchange-traded funds that get to the top of our cost efficiency rankings. The scorecard here reports the cost of maintaining a $10,000 stake for three months. That cost
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This article is more than 10 years old. In this new Morningstar video, I discuss my forthcoming book, The Power of Passive Investing, and argue that the more actively managed funds you put in a portfolio, and the longer those funds are held, the lower the probability that this active fund portfolio will outperform a
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Looking at the universe of stocks we cover at Dividend Channel, on 10/26/11, Epoch Holding Corp (NASD: EPHC) will trade ex-dividend, for its quarterly dividend of $0.08, payable on 11/11/11. As a percentage of EPHC’s recent stock price of $18.18, this dividend works out to approximately 0.44%. Below is a dividend history chart for EPHC,
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(Photo credit: Wikipedia) Investment management is a complex business, sometimes unnecessarily so. Like any sector of the economy, it has entrenched interests who gain from keeping the mystique level high and barriers to entry intact. The first step for retirees, then, is to understand the players and their motivations. After all, it’s your money. Placing
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