Investors are facing a period of historically high concentration in the S&P 500 Index headed into 2026, with a small number of mega-cap technology and AI-related companies dominating the index’s performance and risk. That’s leading more investment managers to advise clients as part of an annual portfolio review process to pay extra attention to opportunities…
During the December Monthly Meeting , Jim Cramer and Jeff Marks, the Investing Club’s director of portfolio analysis, set the table for the stock market in 2026, including identifying out-of-favor stocks that are strong buys right now. Here’s a rapid-fire update on each stock in the portfolio, starting with seven currently unfashionable names that Jim…
As Yieldstreet tries to distance itself from a rocky past with a new name and ad campaign, its customers are dealing with a present reality that is increasingly dire. The private markets investing startup, freshly rebranded as Willow Wealth, last week informed customers of new defaults on real estate projects in Houston, Texas, and Nashville,…
“Let’s start with something simple. I cannot recall a time this year when it feels this good to be diversified among a whole host of terrific growth stocks, because growth of all kinds always works. Until now, it’s been terrific for all of 2025 to own nothing but data center, AI, nuclear, and quantum stocks….
A recent decision by the Securities and Exchange Commission to begin allowing fund companies to create ETF share classes of traditional mutual funds is expected to lead to a flood of new ETFs on the market, but State Street‘s fund management arm, State Street Investment Management, has other ideas. The ETF giant, which manages roughly…
“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.” Albert Einstein is often credited with coining this famous saying, despite a lack of clear evidence that he ever said it. No matter: The quote cuts to the heart of investing — why it works…
We had some big wins this week from investing in stocks and managing a portfolio — not speculating, not betting, not risking it all on a wing and a prayer that would make Vegas casino owners green with envy. Honeywell delivered with a terrific quarter in aerospace — and you can, at last, see that…
The stock market rebounded this week after seesawing on concerns about U.S.-China trade, the ongoing federal government shutdown, and credit. For the week, the S & P 500 and tech-heavy Nasdaq jumped 1.7% and 2.1%, respectively, after each lost more than 2% the prior week. Late in the week, trade and the shutdown took a…
An automatic teller machine at the Zions Bank headquarters in Salt Lake City, Utah, on July 10, 2023. Kim Raff | Bloomberg | Getty Images Stock Chart IconStock chart icon ZION and KRE, 1-day The bankruptcies of two auto industry-related companies this year have raised concerns about loose lending practices, especially in the opaque private…
BlackRock is seeing a shift among Big Tech investors. Jay Jacobs, the firm’s U.S. head of equity ETFs, finds they’re going for targeted themes like artificial intelligence. “One of the biggest trades we’re seeing this year is simply people leaving the traditional tech sector and getting more granular into AI-specific ETFs, like BAI [the iShares…
