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SCHG: The One Fund I'm Never Selling
Seeking Alpha· 2025-08-26 21:39
The pursuit of a “one-and-done” investment position represents a commendable aspiration for many investors; a single asset that can serve as a portfolio cornerstone and reliably compound wealth over a lifetime. While one can never be 100% certain, I willMy name is Jim Barista, and I am a 30-year-old investor based in the Chicagoland area. Over the past decade, I’ve developed and refined an investment philosophy centered on owning high-quality U.S.-based growth stocks, low-cost diversified index funds, and s ...
JEPI And SPY: Tactical Shift At All-Time Highs
Seeking Alpha· 2025-07-22 15:20
S&P 500指数表现 - S&P 500指数在2025年期间飙升至历史新高 为指数投资者带来显著收益 [1] 作者背景 - 作者拥有经济学和政治学荣誉学位 专注于经济发展领域 [1] - 作者具备36年高管经验 在保险/再保险 全球及亚太市场 气候变化和ESG领域有深厚积累 [1] - 作者以个人身份进行投资 [1] 披露信息 - 作者未持有任何提及公司的股票 期权或类似衍生品头寸 [2] - 作者未来72小时内无计划建立相关头寸 [2] - 文章代表作者个人观点 未获得除Seeking Alpha外的其他报酬 [2] - 作者与提及公司无商业往来 [2] 免责声明 - 作者非投资顾问 仅分享个人分析供读者参考 [3] - 过往表现不代表未来结果 不构成投资建议 [4] - 观点可能不代表Seeking Alpha整体立场 [4] - Seeking Alpha非持牌证券交易商 经纪商或美国投资顾问 [4]