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Investment Returns

All articles tagged with #investment returns

Dave Ramsey’s Social Security Timing: Why 62 May Beat 70
personal-finance1 month ago

Dave Ramsey’s Social Security Timing: Why 62 May Beat 70

Dave Ramsey argues that claiming Social Security at 62 can build more wealth over a lifetime than waiting until 70, citing longevity risk and the value of investing early benefits. He notes that delaying to 70 only pays off if you live long enough to offset years without benefits, and for many retirees the opportunity cost of waiting or using other income sources could yield higher total retirement income. Ultimately, the best filing age is a personal decision based on health, savings, and goals.

via 24/7 Wall St.|
#investment-returns#longevity-risk#opportunity-cost
Warren Buffett's Retirement Marks End of an Era for Berkshire Hathaway
business1 month ago

Warren Buffett's Retirement Marks End of an Era for Berkshire Hathaway

Berkshire Hathaway's shares slightly declined on Warren Buffett's last day as CEO, as he prepares to hand over leadership to Greg Abel. Buffett's investment since 1965 has yielded an extraordinary 6,100,000% return, outperforming the S&P 500. Buffett remains involved as chairman, while Abel will oversee key business segments, with the future of Berkshire's $283.2 billion stock portfolio still to be announced.

via Reuters|
#berkshire-hathaway#business#ceo-transition
Nancy Pelosi's Top 3 Stocks That Outperformed the S&P 500
business4 months ago

Nancy Pelosi's Top 3 Stocks That Outperformed the S&P 500

Nancy Pelosi has outperformed the S&P 500 with an 816% return over the past decade, largely through strategic stock trades, including selling Microsoft and Visa shares before regulatory actions and investing in Tempus AI before a major deal. She is considered a highly skilled investor among politicians, with her trades tracked by ETFs that mimic her and other politicians' strategies.

via Yahoo Finance|
#business#etfs#investment-returns
Potential Returns from Investing in Trump’s 1980s Companies
business8 months ago

Potential Returns from Investing in Trump’s 1980s Companies

Investing in Donald Trump's 1980s companies would have resulted in significant losses, as most of his ventures, including Trump Hotels and Casino Resorts and Trump Entertainment Resorts, went bankrupt or lost substantial value. However, Trump Media & Technology Group remains active, with recent stock fluctuations reflecting ongoing challenges and developments.

via GOBankingRates|
#business#investment-returns#trump-companies
Private Equity Financier Faces Challenges Amid Declining Returns
finance1 year ago

Private Equity Financier Faces Challenges Amid Declining Returns

Dawson Partners, a key player in the $1.2 trillion fund finance market, is facing challenges as its strategy of leveraging investments is showing cracks. The firm's inaugural fund, which initially posted strong returns, has seen its internal rate of return drop to less than 4%, placing it in the bottom quartile of peers. This decline is partly due to investments like Brightline railway, which has struggled financially. Despite raising over $5 billion for a new fund, some long-time investors, including the Alaska Permanent Fund, are pulling back due to concerns over Dawson's rapid growth and mixed returns.

via Bloomberg|
#brightline-railway#dawson-partners#finance
Decoding Private-Market Returns: Wall Street's Math Wizards at Work
finance1 year ago

Decoding Private-Market Returns: Wall Street's Math Wizards at Work

Quantitative analysts like Barry Griffiths are developing new methods to measure the performance of private market investments, such as buyout funds and venture capital, amid challenges like high borrowing costs and regulatory scrutiny. These methods aim to provide clearer comparisons with other asset classes and better assess the value provided by investment managers.

via Bloomberg|
#finance#investment-returns#private-markets
"Maximizing Returns: Understanding Stock and Bond Earnings"
finance2 years ago

"Maximizing Returns: Understanding Stock and Bond Earnings"

Financial experts are projecting lower returns for U.S. stocks and high-grade bonds in the coming years, with emerging market stocks and junk bonds expected to outperform. Projections suggest that U.S. stock market returns will be less than historical averages due to high price-to-earnings ratios. Additionally, inflation is expected to be around 2.5%. The article provides insights into various methods for estimating future stock returns and emphasizes the importance of long-term financial planning in light of these projections.

via Forbes|
#bonds#finance#inflation