3 Balanced Mutual Funds With Strong Upside Potential
Balanced funds offer investors the convenience of buying a single fund rather than holding both equity and bond funds. This category of funds also reduces a portfolio’s volatility while providing higher returns than pure fixed-income investments.
The fund managers also enjoy the flexibility of changing the proportion of equity and fixed-income investments in response to market conditions.
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Read MoreDan Ives: Tech Has 15% More Upside in 2026 and AI Trade Is in “3rd Inning”
Dan Ives, the global head of technology research at Wedbush Securities, recently delivered a very clear message for investors trying to determine whether the artificial intelligence (AI) trade is peaking. His message: It’s not nearly over.
In a CNBC interview last week, Ives said that he believes tech stocks still have another 15% upside potential for the remainder of 2026.
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Read MoreThinking of investing in mutual funds? Start with these basics first
The right choices early on can make a big difference to how your money grows over time
Mutual funds, especially equity funds, will go through phases where returns look disappointing
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Read MoreTop economist Mark Zandi warns the record-high stock market is detached from economic reality
Mark Zandi would like to remind you that the stock market is not the economy.
Moody’s top economist has been bearish on his outlook for the US all year, and he sees a disconnect forming between economic realities and a soaring stock market that’s just closed out its best month since 2020.
Read MoreHere’s a beginner explainer on trading options
If you’ve jumped on the options trading bandwagon within the last year, you’re not alone. In fact, the popularity of investing in options — or contracts allowing you to bet on which direction you …
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Read MoreThe Burst
Forget Tesla, This EV Stock Just Got a Billion-Dollar Lifeline
If you’ve spent any time watching the electric vehicle space, chances are you’ve already dug into Tesla. But as Tesla enters its next phase of maturity, investors with an eye for disruption might want to turn their attention to a different name, one that’s flying under the radar but could be setting up for a breakout.
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Read MoreThe Ivy
Buffett’s $19 Billion Oil Bet Looks Like a Fortress
It’s the rare oil major that seems built to outlast cycles, keep the dividend flowing, and, as Warren Buffett clearly believes, keep getting stronger.
The yield is about 4.4%, nearly four times what the S&P 500 pays and on paper that looks tempting, but high yields in energy can be a trap. The difference here is Chevron’s payout isn’t balanced on a knife’s edge.
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Read MoreThe Spotlight
When Will Walmart Join The Trillion Dollar Club?
At today’s $673 billion valuation, Walmart’s metrics track remarkably close to Microsoft’s pre-trillion phase, though through a distinctly retail-centric lens.
Where Microsoft achieved its milestone through software margins expanding from 28% to 35% over five years, Walmart charts its course through scale economics and business mix evolution, as evidenced by its operating margin expansion from 4.6% to 4.7% year-over-year.
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