Workflow
Investment strategy
icon
搜索文档
J.P. Morgan Finds Women Are Driving Their Own Financial Success — Not Waiting To Inherit It
Yahoo Finance· 2025-11-01 08:01
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. A growing number of women are actively shaping their own financial futures by investing and building wealth on their own terms, according to J.P. Morgan Wealth Management's latest investor study. These women are taking control of their financial journeys in ways that go beyond the old narrative of waiting to inherit wealth. The study found that though many older women are already benefitting from the Great ...
How To Protect Your Investments in Volatile Markets
Yahoo Finance· 2025-10-30 20:55
One of the biggest risks with putting your money into investments is the volatility of the market itself. This doesn’t mean you should forgo investing altogether, but it does mean that you need to be strategic. Trending Now: Why You Should Start Investing Now (Even If You Only Have $10) Read More: 6 Subtly Genius Moves All Wealthy People Make With Their Money Here are expert methods to protect your money, so even when the market dives, you’re still in good shape. Assess Your Risk Tolerance Part of an in ...
CPIC(02601) - 2025 Q3 - Earnings Call Transcript
2025-10-30 19:00
China Pacific Insurance (SEHK:02601) Q3 2025 Earnings Call October 30, 2025 06:00 AM ET Speaker0VP, CIO, and CFO of CPIC Group, and Mr. Li Jinsong, General Manager of CPIC Life. First of all, Mr. Su Gang will give you an introduction of the results in the first three quarters. After that, we'll have a Q&A session. I'll give the floor to Mr. Su Gang. Good afternoon, ladies and gentlemen. I'm the CFO of CPIC Group, Su Gang. I'll give you a brief introduction of the results of our first three quarters. Guided ...
How Far Ahead Is Nvidia Vs. Rivals?
Forbes· 2025-10-29 23:15
With NVIDIA rising 11% in a week, it is a good time to reassess its position against its competitors. Regularly evaluating alternatives is fundamental to a robust investment strategy. Here’s how NVIDIA (NASDAQ: NVDA) stock compares with its rivals in terms of size, valuation, growth, and margin. Nvidia co-founder and CEO Jensen Huang delivers the first keynote speech of Computex 2025 at the Taipei Music Center in Taipei on May 19, 2025. (Photo by I-Hwa Cheng / AFP) (Photo by I-HWA CHENG/AFP via Getty Images ...
5 Key Signs You Should Stop Buying Stocks
Yahoo Finance· 2025-10-28 00:16
投资策略 - 投资对于财富积累至关重要 能帮助资金跑赢通胀并创造长期增长机会 [1] - 投资个股可能带来丰厚回报 但也伴随巨大风险 如公司破产或丑闻可能导致全部损失 [2] - 当投资决策持续跑输基准(如标普500指数)时 应考虑转向更可靠的策略 [6] 个股投资挑战 - 投资个股需耗费大量时间进行深入研究与持续监控 可能占用数百小时 [3] - 个股波动性可能导致投资者焦虑失眠 尤其当大部分资金集中于少数股票时风险显著增加 [4] - 追逐趋势的投资策略存在风险 基于热点的决策缺乏研究支撑 价格可能快速上涨后急剧下跌 [5] 投资行为警示 - 投资者应只投资于自身能充分理解的企业 避免评估能力范围以外的公司 [3] - 了解自身风险承受能力至关重要 若投资导致持续焦虑则应进行多元化配置 [4] - 害怕错失机会的心理可能促使投资者未经充分研究就做出决策 [5]
MGC Can Be An Alternative To The S&P 500 And High Beta Growth ETFs (NYSEARCA:MGC)
Seeking Alpha· 2025-10-23 17:40
Vanguard Mega Cap Index Fund ETF Shares (NYSEARCA: MGC ) could be a perfect alternative to the S&P 500 and growth category, as it has the potential to deliver market-beating returns with a low-risk factor. Although MGC'sKomal is passionate about finance and the stock market. She enjoys forecasting future market trends using a fundamental and technical approach with a focus on both short- and long-term horizons. She intends to provide unbiased analysis to assist investors in selecting the best investment str ...
MGC Can Be An Alternative To The S&P 500 And High Beta Growth ETFs
Seeking Alpha· 2025-10-23 17:40
基金核心观点 - Vanguard Mega Cap Index Fund ETF Shares (MGC) 可作为标普500指数和成长股类别的理想替代品 该基金有潜力以低风险因子带来超越市场的回报 [1] 作者背景 - 文章作者Komal对金融和股票市场充满热情 她擅长使用基本面和技术分析方法预测短期和长期市场趋势 旨在提供客观分析以帮助投资者选择最佳投资策略 [1]
'Is This My Wake-Up Call To Get Rid Of My Advisor?' — Suze Orman Responds To Listener Paying 1.22% For Half The S&P's Returns
Yahoo Finance· 2025-10-22 20:31
投资顾问服务价值评估 - 一位57岁投资者发现其Fidelity投资顾问收取1.22%的费用,但同期投资回报率仅为标普500指数的大约一半[1] - 投资组合若100%为股票,则可直接与标普500指数回报进行比较,但多数投资组合包含债券、国债或现金以实现多元化,直接比较可能产生误导[1][2] - 支付顾问费用的核心是获取相对于费用的增长以及投资的安全性[2] 财务顾问的角色与适用场景 - 财务顾问在应对复杂或高风险的财务决策时是宝贵资源,提供退休规划、遗产规划、投资策略和税务优化等指导[3] - 顾问收费模式包括按小时计费、按项目计费或按管理资产百分比收费,机器人顾问费率可低至0.25%,而全方位服务财富管理费率可达2%[4] - 顾问在关键人生阶段最为有用,例如退休规划、婚姻或离婚等重大生活事件,或财务压力时期,可提供清晰度、整理财务并作为决策顾问[4] 投资策略调整的考量因素 - 若投资组合中大部分资金投资于股票且回报持续低于标普500等基准,则需与顾问讨论其他选择或探索低成本替代方案,如指数基金或机器人顾问[6] - 评估顾问的策略和费用是否带来价值是投资者的一个实际步骤[5]
Amazon: Getting Ready For Q3 Results
Seeking Alpha· 2025-10-21 23:35
Soon, we have Amazon's (NASDAQ: NASDAQ: AMZN ) Q3 earnings presentation, and I wanted to take the opportunity to bring things up to date and explain, from my perspective, whyWith a degree in Finance and Accounting and previous experience in financial advisory, I use The Sharpe Quest to share my path as an independent investor and market analyst. My approach mixes long-term conviction holdings with tactical sector rotations, driven by the belief that investing isn’t about being right, it’s about making money ...
These rare-earth stocks may be the Trump administration's next buy targets
MarketWatch· 2025-10-21 00:25
Following the Trump administration's lead in taking stakes in companies has been a winning investment strategy in recent months, and William Blair analysts have pointed investors toward several rare-earth stocks that could be next on the government's buy list. ...