Rethinking 60/40 Portfolios With More Bonds
Aaron Levitt
|
For fixed income investors, that may mean reimagining the spilt and taking a...
According to analyst John G. Inch: "In our opinion, GE is on the right strategic track to create long-term shareholder value by continuing to focus on structural and operating cost reduction, shrinking GE Capital and improving overall efficiency. However, the merits of GE’s simplification and restructuring actions appear to be proportionately offsetting Capital downsizing and still challenged global power generation markets. Moreover, we now expect earnings headwinds from Capital to be greater than we previously modeled, while the collapse in energy prices seems likely to provide an incremental challenge to GE – both directly and indirectly.
“We believe that GE’s large and diversified portfolio, including a heavy portion of profits derived from contractual services and parts, provides for a greater defensive positioning compared with most multi-industry names. However, we believe GE’s size also restricts the company’s long-term relative growth rates given the higher revenue base from which to expand. While this challenge could be overcome by shrinking the (Industrial) base, this prospect seems doubtful in the foreseeable future.”
Symbol | Mutual Fund | Stake |
---|---|---|
VTSMX | Vanguard Total Stock Market Index | 1.67% |
VFINX | Vanguard 500 Index | 1.07% |
FKINX | Franklin Income | 0.48% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
For fixed income investors, that may mean reimagining the spilt and taking a...
Justin Kuepper
|
Let's take a look at how the new active ETF from Kaiju ETF...
Justin Kuepper
|
Let’s take a look at how the municipal bond market performed last year...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
According to analyst John G. Inch: "In our opinion, GE is on the right strategic track to create long-term shareholder value by continuing to focus on structural and operating cost reduction, shrinking GE Capital and improving overall efficiency. However, the merits of GE’s simplification and restructuring actions appear to be proportionately offsetting Capital downsizing and still challenged global power generation markets. Moreover, we now expect earnings headwinds from Capital to be greater than we previously modeled, while the collapse in energy prices seems likely to provide an incremental challenge to GE – both directly and indirectly.
“We believe that GE’s large and diversified portfolio, including a heavy portion of profits derived from contractual services and parts, provides for a greater defensive positioning compared with most multi-industry names. However, we believe GE’s size also restricts the company’s long-term relative growth rates given the higher revenue base from which to expand. While this challenge could be overcome by shrinking the (Industrial) base, this prospect seems doubtful in the foreseeable future.”
Symbol | Mutual Fund | Stake |
---|---|---|
VTSMX | Vanguard Total Stock Market Index | 1.67% |
VFINX | Vanguard 500 Index | 1.07% |
FKINX | Franklin Income | 0.48% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
For fixed income investors, that may mean reimagining the spilt and taking a...
Justin Kuepper
|
Let's take a look at how the new active ETF from Kaiju ETF...
Justin Kuepper
|
Let’s take a look at how the municipal bond market performed last year...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...