Month: December 2024

Around this time each year, many of us resolve to take on a new good habit (or two) in the coming year. Maybe it’s exercising more, eating less, reconnecting with family, or disconnecting from electronics. Many investors could benefit by resolving to simplify their portfolios. Why? “Clutter in your financial life—like clutter on your desktop—has […]

Whether you’re saving for retirement or simply looking to increase your net worth, investing in the stock market is one of the easiest and safest ways to build long-term wealth. If you’re looking for a relatively safe and low-maintenance way to get involved in the stock market, you can’t go wrong with an index fund. […]

2024 is turning out to be another strong year for the stock market, with the S&P 500 on track for another year of 20%-plus returns. The benchmark index has produced total returns (including dividends) of nearly 25% as of this writing. That follows a total return of more than 26% in 2023. In addition, the […]

On Monday, MicroStrategy (MSTR) will be included in the Nasdaq 100 stock market index. It’s a stunning achievement for the now infamous Bitcoin treasury company, which faced an “existential risk” of death four years ago, and whose initial bitcoin purchase was made “out of desperation” in 2020, said its chairman and co-founder Michael Saylor last […]

Passive investment strategies, (indexed funds) have continued growing in 2024, while investors continued their exodus from active equity-based funds.   US-based equity index funds saw inflows of US$415.4 billion year to date at the end of October 2024 compared to outflows of US$341.5 billion for active managers, according to data compiled by the US Investment Company […]

Tata AIA Life Insurance (Tata AIA) has introduced Tata AIA Multicap Momentum Quality Index Fund. This new fund offer is designed to generate long-term capital appreciation by investing in a portfolio of stocks that replicate the Nifty 500 Multicap Momentum Quality 50 Index. The new fund offer (NFO) will open for subscription on December 24 […]

The United States Securities and Exchange Commission (SEC) gave the green light to Hashdex and Franklin Templeton’s respective Bitcoin and Ether index exchange-traded funds (ETFs). In a Dec. 19 notice, the SEC approved Hashdex’s Nasdaq Crypto Index US ETF, which will trade on the Nasdaq stock market. The regulator also approved the Franklin Crypto Index […]

Exchange-traded funds (ETF) are a fairly new class of investment instruments that provide instant diversification for investors. There are two basic types of ETFs: ones that track an index, and ones that are actively managed. The second type typically gives exposure to a trend or category, like artificial intelligence or fintech. Index-based ETFs can also […]

Ryan Jackson: Some of the best stocks are the ones that stay one step ahead of their rivals. The Morningstar Economic Moat Rating measures that trait by evaluating the strength and durability of companies’ competitive advantages. An edge that should last 20 years merits a wide moat rating; a 10-year advantage garners a narrow moat; […]

The United States Securities and Exchange Commission has approved two spot cryptocurrency index exchange-traded funds. On Dec. 18, the SEC greenlighted the crypto index ETF proposal from Franklin Templeton, allowing it to trade on the Cboe BZX Exchange. The following day, the commission approved Hashdex’s crypto index ETF, which is set to trade on the […]