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The 20 top-performers have generated gains well over 50% in the first seven months of the year.
August 3 -
“The stocks that I hadn’t heard of three months ago all of a sudden are the most active — that’s not where investors go, that’s where traders might go or hobbyists might go,” says a private wealth advisor at UBS.
June 19 -
The role of retail investors in a 45% rebound since late March has been intensely analyzed, as a swarm of tiny buyers chased after recovery plays and insolvency stocks.
June 16 -
“It’s like shopping on Amazon for real estate,” says one investor. But clients pay a premium for the access and convenience.
March 10 -
It’s easier — and more lucrative — for financial firms to pander to clients’ worst instincts than help subdue them.
December 26 -
It’s official: inexpensive index funds and ETFs have finally eclipsed old-fashioned stock pickers.
September 13 -
“As we’ve gone through various crises, we’ve still told clients to stay invested and not get out of U.S. equities, it’s too early,” said Sharmin Mossavar-Rahmani, CIO for Goldman’s Private Wealth Management.
September 11 -
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Roughly 45% of Berkshire’s stock portfolio is allocated to the financial sector, and eight of the portfolio’s top 12 holdings are financial stocks — a deeply contrarian bet.
August 27 -
UBS Global Wealth Management, which oversees more than $2.48 trillion in invested assets, has gone underweight on equities for the first time since the euro-zone crisis.
August 26