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At the Money: Managing a Portfolio in a Higher Rate Environment

The Big Picture

Investors should be considering capturing some of that yield in their portfolios. We’re going to discuss how these changes are likely to affect your portfolios and what you should do about it. And without that, you know, investment in the economy, we weren’t going to get the economy forward. They felt better.

Portfolio 154
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Monday links: a tortured existence

Abnormal Returns

capitalspectator.com) The Nasdaq 100 has outpaced the Russell 2000 by over 20% in 2023. nytimes.com) ETFs Model portfolio shifts can have a big effect on ETF flows. etftrends.com) Economy Is the U.S. Markets How major asset classes performed in April 2023. twitter.com) Crypto Gary Gensler's SEC has been busy.

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What Else Might be Driving Sentiment?

The Big Picture

I run through 30 charts in 30 minutes that explain where we are in the economic cycle, what markets are doing, and what it means to their portfolios. The economy is not on the right track, even as Americans’ Net Worth Surged by Most in Decades During Pandemic. 2000-2003 Dotcom implosion 6. This quarter, it was Sentiment.

Media 350
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Global vs. Domestic Risks

Truemind Capital

Thus what happens in the USA and other developed economies has a significant impact on the Indian economy as well. The IT bubble burst in 2000 was majorly a US phenomenon but Indian stock markets corrected by 60-65% from the peak. Whereas in reality, our investment returns are majorly affected by what happens globally.

Economy 52
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10 Tuesday AM Reads

The Big Picture

My Two-for-Tuesday morning train WFH reads: • Stock Pickers Never Had a Chance Against Hard Math of the Market : In years like this one, when just a few big companies outperform, it’s hard to assemble a winning portfolio. economy is doing well, why do so many Americans say it’s terrible? 2000-2003 Dotcom implosion 6.

Insurance 130
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At the Money: Is War Good for Markets?

The Big Picture

I’m Barry Ritholtz, and on today’s edition of At the Money, we’re gonna discuss whether war and inflation 20 somehow adds up to higher portfolio prices. But not only did he turn out to be right, by 2000, the move was 1000%. It just puts a lot of money into the economy, enables a lot of development.

Marketing 309
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After the recent run-up, a good time to diversify

Nationwide Financial

Clients participating in this year’s tech-stock rally could benefit from a portfolio review and diversification check, as this appreciation may have thrown many allocations off balance. For example, small caps have lagged the NASDAQ 100 this year, with the Russell 2000® Index of small-cap stocks down nearly 10% year.