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DGRO's 2025 Reconstitution Highlights Strong Dividend Growth
Seeking Alpha· 2025-12-26 09:40
投资策略与组合构建 - 个人投资者正通过投资股票、房地产和私人企业来实现财务独立并降低应急资金的杠杆[1] - 投资组合的核心要求是高确信度,并专注于派息股票和交易所交易基金[1] - 选股标准基于风险调整后收益、分散化投资和可持续性,以确保投资组合的稳健性[1] 分析师持仓披露 - 分析师通过股票所有权、期权或其他衍生品对DGRO持有实质性的多头头寸[2] - 该文章内容代表分析师个人观点,且未因撰写此文获得除Seeking Alpha平台外的任何报酬[2] - 分析师与文中提及的任何公司均无业务关系[2]
GoGold: A Good Value Even With More Conservative Metal Prices (GLGDF)
Seeking Alpha· 2025-12-26 09:30
I primarily invest in turnarounds in natural resource industries, where I have a typical holding period of 2-4 years. Focusing on value offers good downside protection and can still provide great upside participation. The portfolio has, over the last 7 years, had a compounded annual growth rate of 36% .If you like this article and are interested in more frequent analysis of my holding companies, real-time notifications on portfolio changes, together with macro and industry analysis. I would encourage you to ...
GoGold: A Good Value Even With More Conservative Metal Prices
Seeking Alpha· 2025-12-26 09:30
投资策略与业绩 - 投资策略专注于自然资源行业的扭亏为盈机会 典型持股周期为2至4年 注重价值投资以提供良好的下行保护并捕捉上行潜力 [1] - 过去7年 投资组合的年复合增长率达到36% [1] - 当前聚焦于自然资源行业 主要基于货币政策、财政政策、投资不足以及极具吸引力的估值 [2] 公司概况与资产 - GoGold Resources是一家在加拿大上市的银矿公司 在墨西哥拥有三项资产 [2] - 其最小的资产是Parral 该资产实质上是对旧尾矿的清理作业 目前年产量约为200万盎司 [2] 投资服务与持仓披露 - 分析师通过股票、期权或其他衍生品对GoGold Resources持有有益的多头头寸 [2]
S&P Global Stock: Intelligence Player Intelligent Here? (NYSE:SPGI)
Seeking Alpha· 2025-12-26 09:07
If you like to see more ideas, please subscribe to the premium service "Value in Corporate Events" here and try the free trial. In this service we cover major earnings events, M&A, IPOs and other significant corporate events with actionable ideas. Furthermore, we provide coverage of situations and names on request!In the spring I concluded that S&P Global ( SPGI ) had become an impressive information powerhouse. Following the IHS Markit merger, the company has become a $14 billion information powerhouse, ye ...
VUG: Growth Investing Is Likely To Shine Again In 2026
Seeking Alpha· 2025-12-26 08:14
文章核心观点 - Vanguard Growth ETF (VUG) 预计将在2026财年实现稳健回报 因为市场趋势对高贝塔系数证券有利 [1] - 科技板块的盈利增长可能加速 这将进一步推动该ETF的表现 [1] 分析师背景与分析方法 - 分析师Komal对金融和股市充满热情 她运用基本面和技术分析方法来预测市场趋势 并关注短期和长期前景 [1] - 其分析旨在提供客观见解 以协助投资者选择最佳投资策略 [1]
VICI Properties Stock: Will The REIT Die A Slow Death With Las Vegas? (NYSE:VICI)
Seeking Alpha· 2025-12-26 08:06
行业估值与投资机会 - 房地产投资信托基金市场整体因其高收益机会而备受关注 [1] - 房地产投资信托基金相对于美国股票的估值处于数十年来最低水平之一 [1] 投资策略与理念 - 价值股息投资被证明是最有效的投资形式之一 [1] - 该策略允许以优惠价格买入优质公司并获得现金流 同时无需出售股票头寸 [1] 作者背景与持仓 - 作者拥有金融教育背景并长期从事金融行业 [1] - 作者目前正在构建股息增长型股票投资组合 以期未来依靠股息收入生活 [1] - 作者通过股票、期权或其他衍生品持有VICI公司的多头头寸 [1]
BLOX: Income Will Keep Me Warm During The Crypto Winter
Seeking Alpha· 2025-12-26 08:06
比特币近期表现 - 比特币等主要加密货币近期表现不佳 [1] - 比特币价格较近期高点下跌超过5% [1] 市场对比表现 - 黄金和股票市场正创下新高 [1] 分析师背景与立场 - 分析师为宏观导向和数据驱动的投资者 [1] - 分析师专注于发现主流媒体未察觉的叙事趋势 [1] - 分析师通过集中、不对称和高确信度的头寸表达观点 [1] - 分析师强调头寸规模管理比证券选择更重要 [1] - 分析师持有ETH-USD和BMNR的多头头寸 [1]
WisdomTree Global High Dividend Fund ETF declares $0.5513 dividend (DEW:NYSEARCA)
Seeking Alpha· 2025-12-26 07:32
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Selling Starbucks And More Trades--November Dividend Income Report
Seeking Alpha· 2025-12-26 07:30
My name is Mike and I’m the author of The Dividend Guy Blog & The Dividend Monk along with the owner and portfolio manager here at Dividend Stocks Rock (DSR). I earned my bachelor degree in finance-marketing, own a CFP title along with an MBA in financial services. Besides being a passionate investor, I’m also happily married with three beautiful children. I started my online venture to educate people about investing and to be able to spend more time with my family. I started my career in the financial indu ...
SPY: Structural Risk To Valuation Requires Caution Or Hedges For 2026
Seeking Alpha· 2025-12-26 07:16
分析师背景与研究方法 - 分析师拥有超过35年的投资领域经验 曾担任卖方和买方分析师 并管理过债务和股票基金的投资组合 [1] - 目前管理一只拉美高收益债券基金 [1] - 其研究目标是提供对公司和基金的基本面观点与分析 这是机构研究的精简版本 [1] - 其估值和最终评级基于运营和财务预测 无论是其个人预测还是基于市场共识 [1] - 其选股选择主要反映其认为具有长期潜力的标的 并经常为个人账户在许多投资构想中建仓 [1] 市场观点与风险关注 - 预测市场是一项费力不讨好的艰巨任务 且 inevitably incorrect [1] - 分析师更倾向于寻找可能破坏历史表现的风险 [1] - 2026年存在许多可能结构性影响美国股票估值的威胁 [1]