Latest news with #S&PComposite1500
Int'l Business Times
01-05-2025
- Business
- Int'l Business Times
A 34-Year-Old Redditor Reveals Three ETFs That Earn Him £32K Annually in Dividends
A 34-year-old Redditor offered a glimpse into his annual income from investments on the r/Dividends subreddit in March. The post revealed that his investments across exchange-traded funds and some top stocks earn him £32,141 ($42,505) annually at a 4.32% yield, implying total investments north of £729,508 ($964,756). The screen capture of the person's income stats revealed monthly earnings of £2,678 ($3,541) or £88.06 ($116) daily. Market volatility historically led investors to buy assets like gold and dividend aristocrats for continued income and to limit downsides from selling pressure on the stock market. Industry experts believe the ongoing US tariff-induced market upheaval could be prolonged amid an escalating trade war with China. S&P Global data revealed that S&P High Yield Dividend Aristocrats outperformed the S&P Composite 1500 during market downturns between 31st December 1999 and 31st March 2022. The Redditor Nets £8.5K Monthly, Saves Relentlessly The Redditor with the username r/stfns91 said he nets around £8,500 ($11,241) monthly from salary, dividends, business and capital gains. One of his comments revealed that his net worth is 40% inheritance and 60% savings. He urged Redditors to save relentlessly because there is a huge difference between saving and investing £856 ($1,133) monthly compared to £2,569 ($3,402). 'Needless to say, you need to be able to have a disposable income of 4-5k to arrange such freedom.' He saves and contributes around £6,865 ($9,078) monthly towards his investments. In the near future, the investor hopes to bump his annual passive income to £42,840 ($56,694). Although the Redditor believes 'success in investment is mostly no function of work dedicated towards it,' he recommended everyone to keep fixed costs down 'to necessities' and avoid overspending on variables if they want to create passive income streams to cover their monthly budgets. Overview of His Investment Portfolio In a different comment, the Redittor shared that he invests in the Global X Nasdaq 100 Covered Call ETF (QYLD) with top holdings, including Apple (NASDAQ:AAPL), Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN) and Broadcom (NASDAQ:AVGO). The ETF implements a covered call options strategy on the Nasdaq 100 Index, which is essentially buying stocks in the index and selling call options on the acquired stocks to generate monthly income from premiums and create wealth from capital appreciation. His next pick was the Vanguard FTSE All-World High Dividend Yield UCITS ETF (VHYL/VGWD), which focuses on holding companies that pay dividends higher than the average figure. The ETF currently has an annual dividend yield of 3.4% and holds top companies like JPMorgan Chase (NYSE:JPM), Exxon Mobil (NYSE:XOM), Procter & Gamble (NYSE:PG), Johnson & Johnson (NYSE:JNJ), Home Depot (NYSE:HD), Bank of America (NYSE:BAC), Coca-Cola (NYSE:KO), Chevron (NYSE:CVX), among others. The Redditor also invests in the Vanguard FTSE All-World UCITS ETF (VWRL), which holds assets worth over £12.08 billion ($16 billion) across 3,500 large-cap and mid-cap stocks in developed and emerging markets. Around 66% of total holdings comprise US equities. The ETF has consistently paid dividend income on a quarterly basis since its inception over a decade ago and recorded a dividend yield of 1.23% as of 31st March. The German-based investors also picked Amundi MSCI World II UCITS ETF Dist (WLD/WLDD), which has 70% of its holdings in US stocks. The ETF focuses on the Magnificent Seven stocks and companies like Berkshire Hathaway. Its current dividend yield is 1.87%. German telco leader Deutsche Telekom and insurance giant Allianz are also part of the investor's portfolio. He described Telekom as among the 'superb' performers and makes up a 'considerable' part of his portfolio. The telco and the insurer have dividend yields of 2.6% and over 4%, respectively. Disclaimer: Our digital media content is for informational purposes only and not investment advice. Please conduct your own analysis or seek professional advice before investing. Remember, investments are subject to market risks and past performance doesn't indicate future returns. Originally published on IBTimes UK Reddit Microsoft Apple Amazon
Yahoo
03-03-2025
- Business
- Yahoo
TG Therapeutics (NasdaqCM:TGTX) Reports US$108M Revenue For Q4 2024 With Net Income Of US$23M
TG Therapeutics reported a 3.7% increase in its stock price over the last week, coinciding with the company's announcement of strong fourth-quarter earnings results and optimistic earnings guidance for 2025. The company revealed a significant jump in revenue to $108 million and a transition to profitability, posting a net income of $23 million for Q4 2024. The positive outlook, particularly for its BRIUMVI product, was emphasized in their earnings guidance, projecting approximately $540 million in global revenue for 2025. These developments stood out against a broader market backdrop where major U.S. indices experienced declines, with the Nasdaq falling 1.4% during the same period. Despite ongoing economic uncertainty affecting the market, TG Therapeutics' strong financial performance and optimistic future projections appear to have supported its recent stock price appreciation. Unlock comprehensive insights into our analysis of TG Therapeutics stock here. Over the past three years, TG Therapeutics' shares have delivered a substantial total return of 247.06%, driven by several key developments. The company was added to major indices, including the S&P 600 and S&P Composite 1500 in September 2024, boosting investor visibility and confidence. Additionally, the company announced an agreement with Neuraxpharm Group in August 2023 to expand BRIUMVI's commercialization outside the U.S., signaling international growth opportunities. In November 2024, TG Therapeutics completed a share buyback program, enhancing shareholder value. Clinical advancements were highlighted by FDA clearance in August 2024 for a new multiple sclerosis treatment, azer-cel, further broadening the company's pipeline. The company's performance exceeded the U.S. market, which returned 15.3% over the past year, and outperformed the biotech industry, which experienced a 6.9% decline, underscoring its strong relative performance. Analyze TG Therapeutics' fair value against its market price in our detailed valuation report—access it here. Assess the downside scenarios for TG Therapeutics with our risk evaluation. Already own TG Therapeutics? Link your portfolio to Simply Wall St and get alerts on any new warning signs to your stocks. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include NasdaqCM:TGTX. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@ Sign in to access your portfolio
Yahoo
22-02-2025
- Business
- Yahoo
A renowned market strategist who called the dot-com bubble warns US stocks are at 'serious risk' as tech analyst optimism starts to sour
Albert Edwards warns declining analyst optimism for US tech stocks could mean trouble. Historically, souring analyst optimism has led to poor stock-market performance. Tech-stock capitalization now exceeds dot-com bubble levels, leaving the market vulnerable, he said. Societe Generale strategist Albert Edwards has long been skeptical that AI stocks in the US could live up to the hype surrounding them. Now, it looks like stock analysts covering the tech sector are starting to grow dubious, too. In a client note published Thursday, the often-bearish Edwards published a series of charts that he thinks should give investors pause as stocks remain close to all-time highs. They show analyst optimism souring on tech stocks, which have underpinned the market's impressive rally — a development he said puts stocks "at serious risk." Here are a few of them. First is the 12-month moving average of the percentage of analysts who are upgrading earnings-per-share forecasts. It's fallen from around 58% to 50% since the start of 2024, yet the Nasdaq 100 has continued its surge. Historically, downtrends like this in optimism have coincided with a dip below the Nasdaq's 200-day moving average. "If the rapid decline in analyst optimism for the Nasdaq 100 is anything to go by, the tide is going out fast," Edwards wrote. "Indeed, it is a minor macro miracle that the index is still trading above its 200 mav let alone record highs." There's also been a disconnect between analysts' expectations for earnings and how well earnings have fared, with reality lagging. Now, it looks like expectations are starting to turn south as trailing earnings flatten and fall short. And estimates for the S&P Composite 1500 have started to turn downward for the first time since their ChatGPT-driven rebound. "It is the chart below that investors should be really nervous about," Edwards wrote. "Notwithstanding the 'blips' from games played around reporting rounds, analyst optimism for the S&P 500 has been a series of lower highs and lower lows. Both the 6 and 12 month moving averages are now turning down." Again, Edwards emphasizes, the problem with souring expectations is that investors' outlook is already at exuberant extremes, and anything that falls short of those extremes is a downside miss. "In ordinary times this would not be a serious threat to equity investors, but it is potentially a big risk when we are at nose-bleed-high valuations and optimism." Here's a look at how frothy the tech sector and US stocks have gotten. Tech stocks now make up a higher percentage of the market than during the dot-com bubble — which Edwards is famous for calling — and US stocks are now an exorbitant 75% of global market cap. Plus, actual market performance tends to trend with where analyst estimates go. A worsening outlook suggests the rally could start to slow. "If US analyst optimism is turning downward might this be enough to pull the rug from under what many see as an extremely expensive equity market, flirting with all-time highs?" Edwards wrote. Indeed, stocks have faced a few hurdles in recent weeks that could be ongoing problems for US investors. Chinese firm DeepSeek released a new AI chatbot in late January, threatening OpenAI's ChatGPT with its lower costs, and calling into question the vast amounts of AI infrastructure spending in the US. President Donald Trump's flip-flopping on tariff policy has also injected uncertainty into the market. And questions about the strength of the US economy have emerged this week as Walmart warned of lower expected sales and the University of Michigan's Consumer Sentiment survey showed consumers are still concerned about inflation. Whether these are catalysts to a longer-term pullback is still unknown. Most Wall Street strategists have bullish year-end price targets for the S&P 500. But Edwards lays out a compelling list of charts investors might do well to keep their eyes on. Read the original article on Business Insider Sign in to access your portfolio
