Looking to make the most of your finances, starting today? Some may think that taking financial risks or chasing trends is the key to maximizing potential. Explore More: Multi-Millionaire Says Timing the Market Is Impossible – Here’s What You Should Do Instead Learn About: 3 Advanced Investing Moves Experts Use to Minimize Taxes and Help Boost Returns But, according to Michael Fiammetta, financial advisor at 4 Generations Wealth Management, the best thing one can do this year is the same thing he or she c ...

I have covered Alerian MLP ETF ( NYSEARCA: AMLP ) before , where I outlined the investment thesis in detail and explained why I considered it an interesting buy. Since then, the ETF has barely moved; however, I still consider itWith a professional background spanning multiple industries, from logistics, construction to retail, I bring a diverse perspective to investing. My international education and career experiences have provided me with a global outlook and the ability to analyze market dynamics from di ...

In the meantime, Trump cancelling a meeting with top congressional Democrats that just days before the government is set to shut down if a funding deal cannot be reached. But even through all this, your next guest is not too concerned. He still expects a strong endofear rally.Joining us now to discuss is Ryan Dietrich. He's chief market strategist at Carson Group. He has been long. He has been correct for years.It's like you and Tom Lee and a few others, Ryan, have been sticking to your guns even when other ...

Investors are taking another look at the potential risks and benefits of running a more concentrated portfolio. ...

Rosenbluth says the ETF industry already accumulated $800 billion in new assets this year. He says that puts ETFs on pace for the second consecutive year of $1 trillion in net inflows. BREAKING: Futures Rise; Nvidia To Buy Intel Stake Most investors are aware that just a few companies dominate the stock market. But the same goes for ETFs too. Just 10 ETFs, including giants like Vanguard S&P 500 (VOO), SPDR S&P 500 (SPY) and iShares Core S&P 500 (IVV), hold nearly $4 trillion in investors' assets, says Morni ...

投资组合服务 - 适合缺乏时间 知识或自主管理投资组合意愿的投资者 以及希望以简单但风险导向较低波动性的方式参与市场的投资者 [1] - Rose's Income Garden投资组合包含80多只股票 覆盖全部11个行业部门 以实现安全收益增长和资本保值为目标 [2] - Funds Macro投资组合以风险调整后跑赢SPY市场为管理目标 两项组合均注重优质投资 风险管理和分散化策略 [2] 分析师背景 - 分析师为医疗保健行业退休专业人士 拥有近20年自主投资管理经验 [3] - 专注于撰写股息增长率达4%以上的股票分析内容 [3] - 通过股票持有 期权或其他衍生品方式对NNN股票持有实质性多头头寸 [4] 内容属性 - 所有提及股票均为实际持有头寸 [4] - 分析内容代表作者个人观点 未获得除Seeking Alpha外任何形式的报酬 [4] - 与提及股票公司不存在任何商业关系 [4]

公司业绩表现 - 百事公司2025年第二季度收入227.3亿美元 每股收益2.12美元 超出市场预期[1] - 过去三个月股价上涨9.2% 同期行业下跌4%[8] - 2025年预期每股收益8.03美元 2026年预期8.49美元 近期预估持续上调[11][12] 业务组合优势 - 多元化产品组合包括饮料、零食和"允许型"产品 有效抵御行业挑战[1] - "允许型"零食业务规模已达20亿美元 成为重要增长点[2] - 通过佳得乐、Propel和SunChips等产品弥补北美薯片疲软[3] 增长驱动因素 - 健康零食、无糖饮料、功能型饮水和蛋白质创新领域持续投资[2] - 印度和拉美等国际市场实现两位数强劲增长[2] - 注重 affordability、份量控制和创新 吸引价值导向型消费者[3] 战略举措 - 平衡生产力节约与创新再投资 维持竞争优势[4] - 重点关注北美地区 sequential 收入改善和国际市场增长势头[4] - 通过规模效应、强大品牌组合和多元化产品线获得多重增长杠杆[4] 同业比较 - 可口可乐通过零糖可乐、fairlife、BODYARMOR和雪碧等品牌保持韧性[6] - 采用"全天气"策略平衡 affordability 与高端创新[6] - Keurig Dr Pepper凭借碳酸饮料、咖啡系统和包装饮料组合获得稳定性[7] 估值水平 - 远期市盈率17.17倍 略低于行业平均的17.42倍[10] - 2025年盈利预计同比下降1.6% 2026年预计增长5.8%[11] - 当前Zacks评级为3级(持有)[12]

投资策略 - 尽早开始投资 40年投资周期下以6%年复合增长率可将10万美元增值至略超100万美元[3] - 缩短投资时间需更高回报率 初始资金不足时需追加投入[4] - 分散投资降低风险 避免过度集中于加密货币或早期生物科技股等高风险资产[5] 资产配置 - 构建多元化组合 至少持有25只股票且单一行业不占过高比例[6] - 共同基金提供分散化但控制权有限 且管理费率较高[7] - 交易所交易基金(ETF)涵盖股票债券及加密货币等多类资产 年费率较低[9] - 封闭式基金(CEF)投资非流动性资产并可运用杠杆 风险相对较高[10] 收益增强 - 股息再投资可显著提升长期回报[8]

服务内容 - 涵盖全球宏观、国际股票、大宗商品、科技和加密货币领域投资分析 [1] - 提供投资组合构建、每周市场更新通讯、可操作交易建议和技术分析服务 [1] - 设有专属聊天室功能并面向各级别投资者提供指导 [1] 团队背景 - 首席经济学家James Foord拥有十年全球市场分析经验 [1] - 专注于构建能够持续保值和增值的稳健多元化投资组合 [1]

股价表现 - 过去一年 Annaly Capital Management 股价上涨20.6% 显著超越行业7.1%的涨幅 [1] - 同期表现优于同行 AGNC Investment上涨11.1% 而Arbor Realty下跌1.3% [1] 投资组合结构 - 截至2025年6月30日持有895亿美元投资组合 其中795亿美元为高流动性机构MBS [5] - 通过住宅信贷和抵押贷款服务权(MSR)实现多元化 有效降低波动性并提升风险调整后收益 [5] - MSR在利率上升时增值 通过对冲提前还款和基差风险改善收益率 [6] 财务表现 - 2025年上半年净利息收入达4.932亿美元 较去年同期4710万美元实现大幅增长 [9] - 抵押贷款利率下降推动贷款需求增长 支撑净利息收入提升 [8] - 机构市场利差收窄有望推动资产价格上升 改善账面价值和净利差 [10] 流动性状况 - 截至2025年6月末拥有74亿美元可用融资资产 包括47亿美元现金和无负担机构MBS [11] - 实施15亿美元股票回购计划 有效期至2029年12月31日 [13] - 维持月度股息支付记录 当前股息率高达13.2% 派息率为99% [11] 估值水平 - 远期12个月市净率(P/TB)为1.1倍 高于行业平均的1.07倍 [15] - 当前估值较行业存在溢价 建议等待更具吸引力的入场时机 [18]