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An all-stock portfolio is usually a risky bet for retirees due to sequence of returns risk and inflation. That said, we can arrange stocks by sectors to better prepare for bear markets and any economic environment. It's the all-weather retirement stock portfolio. An all-...

Franklin Resources is attractively priced and has a healthy dividend yield. Continuation of poor net flow trends is a risk, but captured in the share price. I use a simple scenario analysis framework to highlight the valuation appeal. Balance sheet capacity for further acquisi...

Tudor Investment reported total fund portfolio value of $2.3B in its recent 13F filing a marginal growth from $2.02B in the previous quarter.Notable buys include Clean Energy Fuels (CLNE), First Solar (FSLR), Ford Motor (F), Hecla Mining (HL), DropBox (DBX), ADT (ADT) and Immunomedics (IMMU)....

Soros's 13F portfolio value decreased from $4.48B to $4.08B this quarter. The number of positions decreased from 141 to 132. Soros added Palantir Technologies and Unity Software, while reducing T-Mobile US. Also, most of their recent additions in Financials were either reduced or elim...

Morgan Stanley announced the acquisition of Eaton Vance. This could trigger activists into action once again. The floating-rate CEFs appear to already have large activist stakes. EFF could be the easiest target for Saba to extract concessions from. For further details se...

A latest S&P Global report indicated that the number of U.S. corporate downgrades fell by 74% in Q3 to 107, its lowest level since 4Q18; upgrade count rose to 43 in-line with 3Q19 level.Amid consumer spending holding up better than expected post the earlier fiscal stimulus, credit conditi...

NEW YORK , Sept. 11, 2020 /PRNewswire/ -- The Royce Fund (the "Trust") today announced that the shareholders of Royce Total Return Fund (the "Fund") voted to approve a new investment advisory agreement with the Trust's investment manager, Royce Investment Partners ("Royce") 1 , at its...

About the Dividend Champions List The Dividend Champions list is a monthly publication tracking companies with a history of consistently increasing their dividends. Wider in scope than the well-known S&P 500 Dividend Aristocrats and Nasdaq Dividend Achievers , the Dividend Champions c...

This article is part of a series that provides an ongoing analysis of the changes made to Nelson Peltz's 13F portfolio on a quarterly basis. It is based on Peltz's regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Nelson Peltz's Trian Fund Management Portfolio article for ...

This article is part of a series that provides an ongoing analysis of the changes made to George Soros's 13F stock portfolio on a quarterly basis. It is based on George Soros's regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Soros Fund Management Holdings article for an ...