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Bill Gates says he owns 1 out of every 4000 acres of all US farmland – why has he taken such a big position?
Yahoo Finance· 2025-09-27 16:12
Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. After Bill Gates moved on from his role at Microsoft, the company he founded, he shifted his focus to philanthropic efforts with the Bill and Melinda Gates Foundation, providing billions of dollars of capital to noteworthy projects every year. With a net worth of $105.8 billion, according to Forbes, Gates’ portfolio is widely diversified. There’s his Microsoft (MSFT) stock, of course, but th ...
Hedge fund analyst sends harsh warning on Wall Street's new craze
Yahoo Finance· 2025-09-24 22:46
Ryan Watkins, co-founder of thesis-driven hedge fund Syncracy Capital, is making the case that Digital Asset Treasuries (DATs) — which collectively control more than $128 billion in assets and represent a sizable portion of supply on major blockchains — present both risk and opportunity. What are DATs? DATs, short for Digital Asset Treasuries, refer to companies allocating part of their balance sheet to cryptocurrencies such as Bitcoin, Ethereum, Solana, or even Dogecoin—just as they might hold cash, bon ...
Hercules Capital: My Favorite 10% Yield On The Market (NYSE:HTGC)
Seeking Alpha· 2025-09-24 14:10
iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Getting decent returns on money is a top-of-mind item for most investors. However, in a market that’s trading at speculative valuations, return of money may ...
Peter Brandt Advises Gen Z on Bitcoin, Real Estate, SPY Investments
Yahoo Finance· 2025-09-24 00:46
The CBOE exchange believes that crypto derivatives will be built on the pillars of TradFi. Photo by BeInCrypto Peter Brandt, a renowned veteran trader with over five decades of experience, recently shared on his X account investment guidance aimed at Generation Z. He highlighted Bitcoin, advising investors to allocate 10% of their portfolio to Bitcoin, 20% to real estate, and 70% to SPY stocks. Brandt's Guide to Hedging Inflation with Bitcoin Brandt’s guidance highlights how Bitcoin acts as a hedge amid ...
MPLX: Buy This High Yield While It's At A Discount
Seeking Alpha· 2025-09-23 14:05
iREIT+HOYA Capital is the premier income-focused investing service on Seeking Alpha. Our focus is on income-producing asset classes that offer the opportunity for sustainable portfolio income , diversification , and inflation hedging . Get started with a Free Two-Week Trial and take a look at our top ideas across our exclusive income-focused portfolios.Many investors know that the S&P 500 ( SPY ) produces 9-10% average annual returns over an extended period of time. However, it would be naïve to think that ...
American Tower: I'm Buying The Dip
Seeking Alpha· 2025-08-13 12:00
投资服务 - iREIT+HOYA Capital是Seeking Alpha上以收入为重点的顶级投资服务 专注于提供可持续投资组合收入、多元化和通胀对冲机会的收入型资产类别 [1] - 提供免费两周试用 展示其独家收入型投资组合中的顶级投资理念 [1] 市场观察 - 当前市场许多投资者过于年轻 未经历互联网泡沫破灭或2008年金融危机 导致部分盈利不足的科技股估值中包含过高增长预期 [2] - 分析师拥有14年以上投资经验和金融MBA学位 投资策略偏向防御性股票 聚焦中长期投资 [2] 持仓披露 - 分析师通过股票、期权或其他衍生品对美国铁塔公司(AMT)持有多头头寸 [3]
Constellation Brands: Stars Have Aligned For Value Investors
Seeking Alpha· 2025-07-28 20:00
投资服务 - iREIT+HOYA Capital是Seeking Alpha上以收入为重点的顶级投资服务 专注于提供可持续投资组合收入、多元化和通胀对冲机会的收入型资产类别 [1] - 提供免费两周试用 展示其独家收入型投资组合中的顶级投资理念 [1] 市场动态 - 标普500指数持续创历史新高 但投资者需注意当前指数已包含大量乐观预期 [2] - 指数上涨主要由少数股票如NVIDIA等推动 而非广泛市场参与 [2]
8.7%-Yielding USA Compression Deserves A Closer Look
Seeking Alpha· 2025-07-23 12:00
投资服务定位 - 专注于收益型资产类别投资 提供可持续投资组合收入机会[1] - 服务强调投资组合多元化和通胀对冲功能[1] - 提供免费两周试用期及专属收益型投资组合精选标的[1] 市场观点与投资策略 - 当前市场交易价格接近历史高位 但存在个股投资机会[2] - 采取中长期防御型股票投资策略 侧重中至长期投资周期[2] - 投资经验超过14年 具备金融MBA专业背景[2] 内容性质说明 - 文章内容代表作者个人观点 未获得除Seeking Alpha外任何补偿[3] - 作者与提及公司无商业关联 72小时内无相关持仓计划[3] - 内容仅提供信息参考 不构成投资建议[4][5] - 分析师未持有任何提及公司的股票或衍生品头寸[3]
MPLX: Income Powerhouse That's Poised To Profit
Seeking Alpha· 2025-07-17 14:25
投资服务 - iREIT+HOYA Capital是Seeking Alpha上以收入为重点的顶级投资服务 专注于提供可持续投资组合收入、多元化和通胀对冲的收入型资产类别 [1] - 提供免费两周试用 可查看其独家收入型投资组合中的顶级投资想法 [1] 投资策略 - 偏好"设置后忘记"型股票 在当前市场不确定性下尤其注重能够带来安稳回报的防御性股票 [2] - 投资经验超过14年 拥有金融MBA学位 投资视角为中长期 [2] - 投资组合偏向防御性质 适合中长期持有 [2] 持仓披露 - 分析师持有MPLX的多头头寸 包括股票、期权或其他衍生品 [3] - 文章内容为分析师个人观点 未获得除Seeking Alpha外的其他报酬 [3] - 分析师与文中提及的任何公司无业务关系 [3]
FFSM: Rates A Hold Because Performance Lags
Seeking Alpha· 2025-07-10 12:00
投资服务 - 专注于REITs、ETFs、优先股和"股息冠军"等资产类别,提供高达10%的优质股息收益率的研究和投资组合追踪服务[1] - 提供收入导向的投资服务,重点关注可持续投资组合收入、多元化和通胀对冲的资产类别[2] - 提供免费两周试用,展示独家收入导向投资组合中的顶级投资理念[2] 投资策略 - 投资组合尽职调查包括比较类似ETF的表现,以优化投资策略[3] - 长期投资者专注于CEFs、ETFs、BDCs和REITs,分享现金担保看跌期权的交易策略[3] 投资背景 - 投资者自1980年代开始投资,具备数据分析和养老基金管理背景[3] - 投资者通过股票所有权、期权或其他衍生品持有EZM和IWM的多头头寸[4]