You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.
Carlyle to Add Weather-Risk Insurance Impact in Valuing ***** ets "The $475 billion private equity giant is collaborating with insurance broker Marsh on the new approach. Engineers, other insurers and climate risk experts are also contributing to discussions." (FundFire)
Post-SpaceX IPO, Investors Pour $83B Into U.S. Equities "While basic, passive S&P 500 exposure via the iShares Core S&P 500 ETF (IVV) drew in the most aggregate flows last week, the $8.3 billion and $7.4 billion into the Technology Select Sector SPDR Fund (XLK) and the VanEck Semiconductor ETF (SMH) respectively underscore the ongoing popularity of all things tech for investors." (ETF.com)
Why Most Stocks Aren't Worth Owning "Earlier this year, Bessembinder updated his research in One Hundred Years in the U.S. Stock Markets. Studying roughly 30,000 US stocks between 1926 and 2025, he found that less than half posted positive returns and just 41.17% outperformed the US Treasury bill. Just 46 stocks accounted for half the $91 trillion of wealth created." (Morningstar)
Tax-Aware Long-Short Investing: Not Just A Tax Overlay, But A Risk-Managed (Active) Investment Strategy "A portfolio made up of many individual securities, on the other hand, has many more potential loss opportunities that can be individually harvested (even though the performance of the individual-securities portfolio might be the same in aggregate as the broad-index ETF portfolio) because each holding with a loss can directly be harvested - allowing that one position to be tax-loss harvested even if the portfolio and index as a whole are up." (Kitces.com)
Carlyle to Add Weather-Risk Insurance Impact in Valuing ***** ets "The $475 billion private equity giant is collaborating with insurance broker Marsh on the new approach. Engineers, other insurers and climate risk experts are also contributing to discussions." (FundFire)
Post-SpaceX IPO, Investors Pour $83B Into U.S. Equities "While basic, passive S&P 500 exposure via the iShares Core S&P 500 ETF (IVV) drew in the most aggregate flows last week, the $8.3 billion and $7.4 billion into the Technology Select Sector SPDR Fund (XLK) and the VanEck Semiconductor ETF (SMH) respectively underscore the ongoing popularity of all things tech for investors." (ETF.com)
Why Most Stocks Aren't Worth Owning "Earlier this year, Bessembinder updated his research in One Hundred Years in the U.S. Stock Markets. Studying roughly 30,000 US stocks between 1926 and 2025, he found that less than half posted positive returns and just 41.17% outperformed the US Treasury bill. Just 46 stocks accounted for half the $91 trillion of wealth created." (Morningstar)
Tax-Aware Long-Short Investing: Not Just A Tax Overlay, But A Risk-Managed (Active) Investment Strategy "A portfolio made up of many individual securities, on the other hand, has many more potential loss opportunities that can be individually harvested (even though the performance of the individual-securities portfolio might be the same in aggregate as the broad-index ETF portfolio) because each holding with a loss can directly be harvested - allowing that one position to be tax-loss harvested even if the portfolio and index as a whole are up." (Kitces.com)
3 months ago
