Latest news with #investmentStrategy
Entrepreneur
6 days ago
- Business
- Entrepreneur
Before You Invest, Take These Steps to Build a Strategy That Works
Learn how to determine where to place your investments with these insightful tips from an experienced business owner and entrepreneur. Opinions expressed by Entrepreneur contributors are their own. Investing doesn't start with your first transaction — it begins much earlier. From defining the types of investments you're interested in to setting clear financial goals, the early stages are critical. Investing can be complex and time-intensive, especially when deciding where to place your capital. That's why having a thoughtful, informed strategy from the outset is so important: it ensures your investments are purposeful and aligned with your longterm vision. Before you commit any resources, take the time to craft a strategy that reflects your goals, values and risk tolerance. A structured approach not only reduces unnecessary risk but also clarifies why you're investing and how each decision supports the bigger picture. This clarity transforms your investment approach from reactive to intentional. As an entrepreneur, I've refined my own investment strategy over time. It's diverse by design, built to support both my financial goals and my broader mission. If you're wondering how to figure out where your own investments should go, here are four actionable steps to help guide your placement strategy: 1. Define your investment goals Start by asking yourself: What do I want my investments to achieve? Are you aiming for longterm wealth, social impact, business expansion or a mix of these? Knowing what success looks like will shape how much you invest, when and where. Consider the types of investments that resonate most—whether that's equity, partnerships, philanthropic initiatives, or ventures tied to innovation. Aligning your goals with your core values will not only give you direction but also help you stay committed when markets shift. Related: How to Diversify Your Business Interests 2. Choose your asset allocation strategy Asset allocation — how you distribute your investments across asset classes — is central to managing risk and return. The main categories include equities, fixed income and cash or cash equivalents. Each has different risk profiles and growth potential. There's no one-size-fits-all approach. My own strategy, for example, spans three buckets: equity and business investments, partnerships and strategic collaborations and philanthropic efforts. This setup works for me because I prioritize both financial returns and impact. A significant portion of my portfolio supports global health, education, and sustainability initiatives. A thoughtful allocation plan helps you stay balanced, even when the markets aren't. 3. Diversify strategically Diversification is a time-tested way to reduce risk. If one sector dips, others can help offset the loss. But meaningful diversification goes beyond spreading your investments — it requires research and intention. Dig into each opportunity. Understand the potential returns, risks, and how each fits into your broader strategy. For me, diversification also means staying engaged with sectors I care deeply about, like innovation, wellness and climate-conscious enterprises. This keeps my portfolio resilient and aligned with my values. Related: The Importance of Portfolio Diversification for Your Investments 4. Stay adaptable Your investment strategy should evolve with you. As your goals, interests and the economic landscape shift, so should your allocations. I regularly revisit my portfolio with a few key questions: How are my current investments performing? Do they still reflect my vision? Are there new opportunities I should explore? Lately, I've been diving deeper into wellness and sustainable living, especially in high-quality nutraceuticals and biohacking. Those shifts came from staying curious and being willing to pivot when the time felt right. Deciding where to place your investments is one of the most important steps in your investing journey. Laying a solid foundation early on helps you navigate growth, risk, and market shifts with confidence. And remember, your strategy isn't permanent—it's a living framework that should adapt as you and the world around you evolve. Stay informed, stay connected, and above all, stay intentional. Your future self will thank you.
CNA
21-05-2025
- Business
- CNA
Historic gap between US and international stocks leads to focus on Wall Street: Investment strategist
Adam Coons, Chief Investment Officer at Winthrop Capital Management, explains why it is now time to sell international equities and move back to US markets.
Globe and Mail
20-05-2025
- Business
- Globe and Mail
Buy 3 Wide Moat Stocks With Double-Digit Near-Term Upside Potential
The wide moat strategy involves investing in companies that not only lead their industries but are also strategically fortified to maintain dominance in the future. The business models of these companies possess durable competitive advantages that shield them from competitors. This strategy isn't just about short-term gains, but securing a portfolio of stocks that can weather economic storms and continue to deliver stable and predictable returns. This investment strategy focuses on companies with unique strengths such as brand recognition, patent protection, proprietary technology, and network effects. These moats ensure long-term profitability and market leadership, making the companies resilient in volatile markets. Here we recommend three Wide Moat stocks with a favorable Zacks Rank. These stocks have solid short-term price upside potential. The stocks are Pfizer Inc. PFE, The Coca-Cola Co. KO and The Walt Disney Co. DIS. Each of our picks carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. The chart below shows the price performance of our five picks in the past three months. Pfizer Inc. Pfizer is one of the largest and most successful drugmakers in the field of oncology. Its position in oncology was strengthened with the addition of Seagen. This drug generated sales of $3.4 billion in 2024, up 38% on a pro forma basis. PFE has committed significant resources toward the development of treatments in the fields of oncology, internal medicine, immunology and inflammation and vaccines. In 2024, PFE gained approval for some interesting new products like two gene therapies for hemophilia, Hympavzi (marstacimab) and Beqvez/Durveqtix (fidanacogene elaparvovec). PFE expects cost cuts and internal restructuring to deliver savings of $7.7 billion by the end of 2027. Continued growth in non-COVID sales and significant cost-reduction measures should drive profit growth. Lucrative Short-Term Price Upside Potential for PFE Stock Pfizer has an expected revenue and earnings growth rate of 0.6% and 1%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 3.4% in the last 30 days. Pfizer presently carries a forward P/E of 7.41X for the current-year, compared with 12.96X for the industry and 19.20X for the S&P 500. PFE currently carries a forward P/S of 2.08X for the current-year, compared with 3.15X for the industry and 2.99X for the S&P 500. It also carries a forward P/B of 1.43X for the current-year, compared with 4.66X for the industry and 3.52X for the S&P 500. The short-term average price target of brokerage firms for the stock represents an increase of 23.7% from the last closing price of $23. The brokerage target price is currently in the range of $23-$33. This indicates a maximum upside of 43.5% and no downside. The Coca-Cola Co The Coca-Cola experiences positive business trends, as evidenced by its strong track record of beating expectations. KO has benefited from continued business momentum, aided by higher pricing across markets facing intense inflation and a favorable mix. Coca-Cola's all-weather strategy, combining marketing, innovation, and revenue growth management, supports its vision of a total beverage company and is expected to drive revenue growth in 2025. KO has provided an optimistic view for 2025. Impressive Short-Term Price Upside Potential for KO Shares Coca-Cola has an expected revenue and earnings growth rate of 2.4% and 2.8%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has remained the same in the last 60 days. KO has a return on equity (ROE) of 45.5% compared with 14.1% for the industry and 16.92% for the S&P 500. The short-term average price target of brokerage firms for the stock represents an increase of 11.1% from the last closing price of $71.93. The brokerage target price is currently in the range of $70-$86. This indicates a maximum upside of 19.6% and a downside of 2.7%. The Walt Disney Co. The Walt Disney reported steady second-quarter fiscal 2025 results wherein revenues and earnings increased year-over-year. Domestic Parks & Experiences saw growth at domestic parks, Disney Vacation Club and Disney Cruise Line, partially offset by the decline at international locations including Shanghai Disney Resort and Hong Kong Disneyland Resort. In Entertainment, DIS expects double-digit percentage segment operating income growth in fiscal 2025. ESPN continues to reinforce its position as sports' dominant platform, with the second quarter delivering its most-watched primetime ever and 32% viewership growth in the key 18-49 demographic. DIS has successfully transformed its streaming business from a loss-leader to a profitable growth engine. After reporting its first-ever Direct-to-Consumer (DTC) operating profit in FY2024, the momentum has accelerated in FY2025 with second-quarter DTC operating income reaching $336 million. Attractive Short-Term Price Upside Potential for DIS Stock The Walt Disney has an expected revenue and earnings growth rate of 3.8% and 15.1%, respectively, for the current year (ending September 2025). The Zacks Consensus Estimate for current-year earnings has improved 4.6% in the last 30 days. At present, DIS carries a forward P/E of 19.83X for the current year, compared with 20.37X for the industry and 19.20X for the S&P 500. The short-term average price target of brokerage firms for the stock represents an increase of 10.9% from the last closing price of $112.66. The brokerage target price is currently in the range of $100-$148. This indicates a maximum upside of 31.4% and a downside of 11.2%. 5 Stocks Set to Double Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2024. While not all picks can be winners, previous recommendations have soared +143.0%, +175.9%, +498.3% and +673.0%. Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. Today, See These 5 Potential Home Runs >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report CocaCola Company (The) (KO): Free Stock Analysis Report Pfizer Inc. (PFE): Free Stock Analysis Report The Walt Disney Company (DIS): Free Stock Analysis Report
Yahoo
18-05-2025
- Business
- Yahoo
How to balance fixed income and equities in your portfolio
Northwestern Mutual Wealth Management's chief portfolio manager of equities, Matt Stuckey, outlines his allocation strategy for equities and fixed income (^TYX, ^TNX, ^FVX) To watch more expert insights and analysis on the latest market action, check out more Market Domination here. bonds that are the drag on your portfolio until they're the thing that saves your portfolio. For our chart of the day, we have a bar chart showing how bonds can protect your portfolio in the event of a recession here. How much bond exposure should you recommend investors have right now? Look, I mean, I think everybody's allocation is different, depending on their overall goals and objective and time horizon. But let's say, you know, you're you're a mixed investor, half in equities, half in fixed income. We'd actually recommend a little bit more fixed income, above and beyond your target. And the reason being is simply return skew. Um, you know, right now, with a 450 tenure, let's call it, shock interest rates up or down 100 basis points and look at what happens over the next year in terms of total return. Well, if if interest rates go up 100 basis points, you know, you're down roughly 2 and a half percent, but if they go down 100 basis points, you're up roughly 12%. And so the risk return skew there does is attractive. And you know, we walked through some of the stretch valuation in the equity space. If that were to reprice, uh, we do think bonds offer some attractive diversification, uh, characteristics for portfolio in that in that case. Sign in to access your portfolio
Yahoo
12-05-2025
- Business
- Yahoo
US-China Cool-Off Adds to Positive Sentiment, BlackRock Says
Wei Li, global chief investment strategist at BlackRock, reacts to the US-China 90-day tariff cool-off period and its impact in investor sentiment. Speaking on Bloomberg Television, she cites US debt dynamics and entrenched supply chains as reasons for a positive trade negotiations outcome. "We have been positive through this period of uncertainty because we believe immutable laws can govern the landing spot," Li says.
