Streetbeat News

Assets

JEPQ

JEPQ has favorable sectoral exposures for a risk-on mood in 2025, with overweights in technology and semiconductors, and underweights in banks compared to SPY. This positioning helps JEPQ avoid potential headwinds from NIM compression as rates fall.

Portfolio Pulse from

January 19, 2025 | 8:00 pm

MSFT

A billionaire investor has reduced their holdings in railway stocks and increased their investment in a major tech company, potentially Microsoft (MSFT).

Portfolio Pulse from

January 19, 2025 | 7:45 pm

CSWC

Capital Southwest (CSWC) is highlighted as a strong opportunity for dividend investors due to its high yield and efficient cost structure. Its portfolio of first-lien senior secured loans offers diversification and a strong equity buffer, despite an elevated non-accrual rate.

Portfolio Pulse from

January 19, 2025 | 7:00 pm

CMG

The article discusses the impressive 91% increase in the stock price of a billionaire-backed company over the past two years, highlighting the potential for retail investors to find buying opportunities by examining the portfolio holdings of large investment companies.

Portfolio Pulse from

January 19, 2025 | 6:00 pm

RIOT

Riot Platforms, the second largest public bitcoin mining company by market cap, is expanding its hashrate to 100 EH/s and improving miner efficiency. The company is using debt and equity financing to acquire and hold more bitcoin, aiming to enhance its bitcoin yield.

Portfolio Pulse from

January 19, 2025 | 5:00 pm

NVDA

Billionaire investors are shifting their focus from Nvidia to a Bitcoin ETF, which Cathie Wood believes could see significant growth. Nvidia has been a popular choice due to its AI-driven GPU sales, but the potential of the Bitcoin ETF is drawing attention.

Portfolio Pulse from

January 19, 2025 | 4:00 pm

FIDI

The article discusses three Fidelity ETFs that can be held long-term to generate significant yearly dividend income, starting in 2025. These ETFs are positioned as a means to build a substantial income stream for investors.

Portfolio Pulse from

January 19, 2025 | 11:30 am

JEPQ

The article discusses the benefits of exchange-traded funds (ETFs) for portfolio diversification, particularly in areas where investors may lack expertise. It hints at JEPQ as a potential ETF choice for 2025.

Portfolio Pulse from

January 19, 2025 | 11:15 am

BAC

C

The article compares Citigroup and Bank of America as potential investments, highlighting Warren Buffett's historical involvement in bank stocks through Berkshire Hathaway.

Portfolio Pulse from

January 19, 2025 | 10:45 am