13Fs: The secret weapon of great investors
Every three months, big investment firms have to disclose their latest portfolio holdings, called 13Fs. These filings can be a valuable source of stock ideas for even the most experienced investors.
Every three months, big investment firms have to disclose their latest portfolio holdings, called 13Fs. These filings can be a valuable source of stock ideas for even the most experienced investors.
As of Monday, the S&P 500 doubled off its pandemic lows. It’s a point to celebrate… and to fear. Genia explains why you should prepare for a downturn… and three ways to do it.
Kyle Fry of Digital Markets breaks down the recent momentum in digital securities… and where the industry is headed. Frank reveals where he finds his data on COVID… and dives into the latest numbers on the Delta variant. Plus, what…
While the major indices are sitting at fresh all-time highs, there’s a surprising amount of selling happening below the surface… hinting at a coming pullback. Plus, a great stock to play defense.
Earlier this week, the U.S. Senate passed a $1 trillion infrastructure plan. But before you rush to buy construction stocks, take a look at these two alternative ways to profit...
Wall Street Unplugged is about to get a major makeover... Plus, new ideas from Frank’s latest boots-on-the-ground research trip… Why some companies are losing customers due to COVID restrictions… What to do with a massive winner… And is Frank still…
Crypto taxation has become a hot topic in Washington D.C… It’s even addressed in the massive infrastructure bill making its way through Congress. While no one likes paying taxes… the end result could be a long-term positive for the entire…
Peter Lynch is one of the greatest investors of all time. He built his reputation by sticking to a basic philosophy when it comes to picking stocks... It’s a timeless lesson for experienced investors and beginners.
We might not have seen a 5% market decline this year… but, especially in today’s inflationary market, it’s important to be prepared for the unexpected… Genia shares 2 of her favorite funds to protect against inflation.
Why we shouldn’t be worried about a major market drop… Plus, David Garofalo of Gold Royalty (formerly of Goldcorp) shares the type of gold company primed to rocket higher as the next bull market unfolds. And stocks for a new…
Historically, August has been one of the worst months for the stock market. And the latest Big Money data shows the next few weeks could get choppy. Luke shares his favorite fund to protect your portfolio.
The simple structure of index investing has been known to work wonders for investors—especially over the long term. But if you’re not careful with this strategy, you could be making a big mistake...
In-house analyst Luke Downey shares his strategy for finding the market’s best outlier stocks… and what members can expect from his new Big Money Report advisory… Plus, how the Delta variant could impact the economic recovery.
While your portfolio might be sporting some nice gains for 2024… there are probably a few losers as well. Fortunately, there ’s an easy way to turn these losses into tax savings—if you understand the rules—and take action before December 31.
Download your free copy of the Complete Guide to End-of-year Tax Loss Harvesting.