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1 No-Brainer Stock-Split Stock to Buy With $2000

-->Key PointsThis stock-split stock is up 52% in 2025 and 81% in 12 months.The stock has the potential to hit new highs and it has a dividend yield of 0.46%.Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don’t waste another minute; learn more here.(Sponsor)-->-->We are less than three months from 2026, and it can be safe to say that if you haven’t met your investment goals this year, there’s no need to panic. There are still plenty of stocks worth buying now that could take you closer to your annual investment goals. The market is rife with tariff fears and their impact on the economy. 2025 has been different; there’s been a lot of uncertainty in the market, and enough companies didn’t announce a stock split this year.While stock splits do not change anything about the company, it becomes easier and more affordable for investors to own stocks. Whenever the demand is high, stock splits can become a way to build wealth. This is how stocks make you a millionaire.Here’s one no-brainer stock-split stock to buy with $2,000 this month.Interactive Brokers GroupInteractive Brokers Group, Inc.(NASDAQ: IBKR)is based in Connecticut and has offices across the world. It has been around for five decades and offers trading services for stocks, bonds, options, futures, crypto, currencies, gold, and more. The company has a strong global presence and is well positioned for international expansion.It has a reach across 36 countries and operates in 28 currencies. About 80% of its customers reside outside of the U.S., giving it a solid position in the global market. Interactive Brokers completed a 4-for-1 stock split this June, after a massive multiyear run. It was the first split since going public in 2007.Since it operates electronically, it manages to keep the costs down and generate a solid profit margin. It is a pure-play brokerage business that runs on automation. As a result of the business structure, IBKR enjoys the best in-class profit margins. Strong fundamentals have boosted the stock’s valuation, and it could continue soaring in the near term.Impressive fundamentals Exchanging hands for $69, the stock is up 52% year-to-date and 87% in a year. If you missed out on the stock during the split, now is the time to load up on the top performer.Loading stock data...It reported an impressive second quarter, with a commission revenue of $516 million, a 27% year-over-year jump, and the net interest income hit a quarterly record of $860 million.The brokerage added 250,000 net new accounts in the quarter. The daily active revenue trades jumped 49%, and the customer accounts in the quarter jumped 32%. It has incredible momentum in customer account growth. Notably, the company saw a 170% year-over-year jump in overnight trading volumes. The increased customer activity is also helping the business.Its total daily average revenue trades saw a 47% jump in September to 3.86 million while the total number of client accounts reached 4.12 million in September. As the stock market continues to soar higher, IBKR is set to keep growing. Besides the impressive rally, Interactive Brokers is a dividend stock with a yield of 0.46%.Growth stock with tremendous upside potentialThe growth stock has an explosive upside potential and has reported an impressive 22.7% annual revenue growth in the last five years. It is set to continue winning market share in the near term.Analysts are bullish on the stock. BMO Capital has an outperform rating with a price target of $82. The company has no long-term debt and is sitting on plenty of cash on hand.While there is a risk of competition, Interactive Brokers has nailed the recipe for success through automation. It will be tough for any other brokerage to hit the same level of automation. IBKR is a profitable stock to own for the long term. If You’ve Been Thinking About Retirement, Pay Attention (sponsor)Retirement planning doesn’t have to feel overwhelming. The key is finding expert guidance, and SmartAsset’s simple quiz makes it easier than ever for you to connect with a vetted financial advisor. Here’s how:Answer a Few Simple Questions. Get Matched with Vetted Advisors Choose Your  Fit Why wait? Start building the retirement you’ve always dreamed of.Get started today! (sponsor)

2025-11-11 09:51:48

Investing

Tesla Shares Recover All Their 2025 Losses

Extreme optimism about Tesla Inc. (NASDAQ: TSLA) founder Elon Musk’s relationship with President Trump pushed Tesla’s stock to $400 at the start of 2025. The breakup of that relationship and a sharp drop in the overall market sent the stock to $217 in March. It has recovered, and then some, from the start of the year, and is now up 8% year to date. The S&P 500 is 15% higher in the same period. Additionally, the run has made Tesla the 10th-most-valuable publicly traded company in the world, with a market cap of $1.45 trillion.Tesla IncNASDAQ:TSLA$435.15▲ $422.09(97.00%)1Y1D5D1M3M6M1Y5YMAXKEY DATA POINTS−Previous Close$429.24Market Cap1.45TDay's Range$426.33 - $440.5152wk Range$212.11 - $488.54Volume71.56MP/E Ratio256.20Gross Margin6.34%Dividend YieldN/AExchangeNASDAQ-->-->24/7 Wall St. Key Points:Tesla Inc. (NASDAQ: TSLA) stock has recovered and is now up 8% year to date.The sales decline may have bottomed, and Tesla is shifting focus to AI and robotics.Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don’t waste another minute; learn more here.(Sponsor)-->-->Because of the breakup with the president and overall sales figures, the recovery is particularly unexpected. Tesla’s sales in most EU nations are down double-digit percentages this year. Depending on the analysis, Tesla’s market share in China, by far the largest electric vehicle (EV) market share in the world, has dropped to number five. Its U.S. market share fell to 46% through the first three quarters of the year. A decade ago, the number was closer to 80%.Recent data show that Tesla’s car sales decline may have bottomed and that it may be in the early stages of a recovery. Tesla’s third-quarter production and deliveries were higher than expected. Production hit 447,450, and deliveries totaled 497,099. Those figures were both an annual increase of about 7%.The third-quarter results were not good when viewed through the lens of the end of the U.S. EV tax credit of $7,500. The expectation is that the lack of the incentive now will cause an EV sales slump in the current quarter.Tesla’s share price reflects Musk’s pitch for its future: Tesla is not a car company anymore but an artificial intelligence (AI) and robotics company. Its AI strength will help it build the first truly self-driving cars, ones in which passengers can forget the road and what is on it. However, this field is becoming crowded, particularly in China.A look at Tesla’s robotics business shows it is in early stages. Its Optimus has only basic robot functions. However, Musk says eventually it will be the world’s most advanced robot.Tesla’s stock has collapsed and risen before. In each case, it was because of Musk’s magic.Tesla Stock Price Prediction and Forecast 2025–2030Get Ready To Retire (Sponsored)Start by taking a quick retirement quiz from SmartAsset that will match you with up to 3 financial advisors that serve your area and beyond in 5 minutes, or less.Each advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests.Here’s how it works:1. Answer SmartAsset advisor match quiz2. Review your pre-screened matches at your leisure. Check out the advisors’ profiles.3. Speak with advisors at no cost to you. Have an introductory call on the phone or introduction in person and choose whom to work with in the future.

2025-11-07 18:51:25

Investing

3 Low-Risk ETFs That Smoke the S&P 500’s Long-Term Gains

-->-->Key PointsTheS&P 500‘s 2.7% drop on Friday expose its tech-heavy tilt. Top 10 stocks represent 37% of the index’s weight, while the Magnificent 7 account for about 35% of YTD gains. The overrepresentation amplifies losses, eroding the index’s broad-market status.Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don’t waste another minute; learn more here.(Sponsor)-->-->Friday’s market meltdown laid bare the vulnerabilities of theS&P 500. The index plunged 2.7%, erasing weekly gains amid President Trump’s threat of massive new tariffs on Chinese imports. This sharp drop — its worst single-day loss since April — stemmed directly from the index’s heavy reliance on a handful of tech giants. The top 10 stocks now command nearly 37% of the S&P 500’s market capitalization, up from 27% during the 2000 dot-com peak. Among them, the Magnificent 7 hold an outsized sway, accounting for about 35% of the index’s weight.This concentration has fueled impressive returns, but also amplified risks. Year-to-date, the S&P 500 gained 12.5%, yet the Mag 7 contributed 42% of those gains. Their influence was even starker last year when the group drove nearly 70% of the index’s 23% advance. This highlights how the S&P has morphed from the broad-based benchmark it was decades ago into a proxy for a few high-flying names.This shift makes the classic set-and-forget strategy of buying the S&P far riskier than before. Volatility spikes, like Friday’s, can wipe out months of progress if those top holdings falter. Yet investors seeking steady, long-term compounding need not abandon passive approaches. By layering in quality controls — filters for profitability, low debt, and earnings stability — the three exchange-traded funds (ETFs) below deliver superior risk-adjusted returns. They outperform the S&P 500 over a decade while dialing down volatility, offering a smarter path to durable gains.iShares MSCI USA Quality Factor ETF (QUAL)TheiShares MSCI USA Quality Factor ETF(CBOE:QUAL) targets U.S. large- and mid-cap stocks exhibiting strong fundamentals. It tracks theMSCI USA Sector Neutral Quality Index, which scores companies on return on equity, stable year-over-year earnings growth, and low financial leverage. These metrics weed out speculative plays, favoring resilient firms like those in healthcare and industrials alongside select tech leaders. The result: a portfolio of about 125 holdings, sector-neutral to avoid overexposure to any one area, and weighted by quality score multiplied by market cap.Loading stock data...This approach has delivered robust long-term performance with tempered risk. QUAL’s 10-year annualized total return stands at 14.2%, topping the S&P 500’s 12.1% over the same stretch. Its edge comes from consistent outperformance during downturns while allowing for quicker recoveries. On the risk front, the ETF’s three-year standard deviation clocks in at 13.2%, below the S&P 500’s 17.8%. This lower volatility stems from avoiding debt-laden or erratic earners, yielding a superior Sharpe ratio of 1.30 compared to the benchmark’s 1.27. For buy-and-hold investors, QUAL proves quality screens enhance returns without the wild swings of cap-weighted indexes.JPMorgan U.S. Quality Factor ETF (JQUA)TheJPMorgan U.S. Quality Factor ETF(NYSEARCA:JQUA) emphasizes profitability and earnings consistency across roughly 250 U.S. stocks. Drawing from the Russell 1000, it selects holdings via a composite score blending return on assets, gross margins, and earnings variability — prioritizing companies that generate cash efficiently without excessive debt. To promote diversification, JQUA caps sector weights at 30% and integrates a stability buffer, ensuring no single stock exceeds 5% of assets. This setup balances blue-chip stability with growth potential, including names likeEli Lilly(NYSE:LLY) in pharma andVisa(NYSE:V) in financials.Loading stock data...Over the long haul, JQUA has beaten the benchmark index while keeping drawdowns in check. Since its November 2017 inception, annualized return hits 14.2%, surpassing the index by 150 basis points annually. This stems from its focus on high-margin leaders that weathered 2022’s bear market with a mere 13.5% decline, versus the S&P’s deeper 19.4% hit. Risk metrics underscore the appeal: the three-year standard deviation measures 12.4%, a good notch below the benchmark’s 15.9%, reflecting smoother paths through volatility spikes like Friday’s tariff-fueled rout. With a Sharpe ratio of 1.30 — higher than the S&P’s — JQUA suits those chasing compounded growth minus the gut-wrenching dips.Invesco S&P 500 Quality ETF (SPHQ)TheInvesco S&P 500 Quality ETF(NYSEARCA:SPHQ) hones in on the S&P 500’s top tier, selecting the 100 highest-quality constituents based on return on equity, accrual ratios (to spot earnings manipulation), and leverage. Weighted by a blend of quality score and market cap, it amplifies proven performers while muting laggards — thinkMastercard(NYSE:MA) for steady financials orAccenture(NYSE:ACN) for consulting prowess. This intra-index filter keeps broad S&P exposure but elevates it, with semi-annual rebalances to refresh the roster.Loading stock data...SPHQ’s track record highlights quality’s compounding power at reduced risk. The ETF boasts a 10-year annualized return of 14.6%, outpacing the S&P 500’s 12.1% by more than two percentage points. It shone in choppy periods, limiting 2022 losses to 15.8% against the index’s 19.4%, thanks to its aversion to overleveraged firms. Volatility remains contained, with a three-year standard deviation of 15% — under the S&P’s 15.9% — delivering a Sharpe ratio of 1.39. For S&P loyalists wary of concentration, SPHQ refines the formula, capturing upside while buffering against the mega-cap maelstrom.If You have $500,000 Saved, Retirement Could Be Closer Than You Think (sponsor)Retirement can be daunting, but it doesn’t need to be. Imagine having an expert in your corner to help you with your financial goals. Someone to help you determine if you’re ahead, behind, or right on track. With SmartAsset, that’s not just a dream—it’s reality. This free tool connects you with pre-screened financial advisors who work in your best interests. It’s quick, it’s easy, so take the leap today and start planning smarter!Don’t waste another minute; get started right here and help your retirement dreams become a retirement reality.(sponsor)

2025-10-29 14:51:45

Investing

Nvidia (NVDA) Investors Are Playing With Fire

-->-->Key PointsDoug McIntyre argues that Nvidia and AMD are overvalued, claiming their relationships with OpenAI—where Nvidia invests in OpenAI and OpenAI buys Nvidia’s chips—amount to questionable “revenue recognition” that could trigger scrutiny from regulators.Doug and Lee Jackson compare the situation to practices from the dot-com era, suggesting that today’s inflated AI valuations and circular investments resemble the “funny money” that fueled the early 2000s tech bubble.Both hosts warn that if the Financial Accounting Standards Board or the SEC challenges these accounting practices, it could lead to a significant market correction, particularly within the AI and semiconductor sectors.Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don’t waste another minute; learn more here.(Sponsor)-->-->Video Playerhttps://videos.247wallst.com/247wallst.com/2025/10/Nvidia.mp400:0000:0005:23Use Up/Down Arrow keys to increase or decrease volume.Can it be that Nvidia is being extremely overvalued? In a recent podcast, Doug McIntyre discussed why he believes questionable financial arrangements could eventually catch up to them. Doug argues that by investing in OpenAI while openAI in turn buys Nvidia chips, a relationship between the two companies is artificially boosting revenue and misrepresenting the company’s financial health. Doug cites a Wall Street Journal report noting that OpenAI received warrants for up to $160 million AMD shares at just one cent per share, calling the deal “bogus” and potentially in violation of accounting standards. He says he has written to both the Financial Accounting Standards Board and the SEC, arguing that these transactions amount to “buying revenue.” Doug and Lee compare the situation to the early 2000s dot-com bubble, when companies inflated value through creative accounting and inter-company deals and express serious doubts that OpenAI’s valuation rivals ExxonMobil’s. Doug warns that if regulators challenge this behavior, it could spark a major correction similar to the 2001–2002 Nasdaq crash. Lee agrees, adding that money is simply being cycled between tech firms rather than generated through genuine business growth.Doug McIntyre:Lee, I think the value of Nvidia is overstated by maybe double AMD about the same. And here’s why. And I’ve seen some analysts write about this. This isn’t me just, you know, going off like a nut. It is not okay for Nvidia to invest money in OpenAI and for OpenAI to buy chips from them. Now I’m gonna read you the latest of these, because to me this one is maybe the, it looks like a good arrangement though. Listen to this. This is from the Wall Street Journal. Okay. OpenAI will receive warrants for up to $160 million AMD shares. Roughly 10% of the chip company or 1 cent a share.Lee Jackson:That’s a good deal.Doug McIntyre:Are there some bogies they have to hit? Yes, but I listen, I wrote just a few minutes ago to the Financial Accounting Standards Board, to their chairman and to the chairman of the SEC. I’m not the only person who thinks that this is bogus. This is basically buying revenue, you know, some of it balance sheet transaction, you know, if you look at. If you look over the p and l and the balance sheet and you put those down, you say, what’s the relationship between these two things? I’m telling you right now that that revenue recognition is bogus. And if the Financial Accounting Standards Board or the SEC says what I just said, the price, forget Nvidia’’s $4 trillion valuation. You can just watch that go down by half. Can watch AMD fall apart, you know, they can get away with it over at OpenAI because you know, the valuation’s a joke. It’s $500 billion.Lee Jackson:The OpenAI is ridiculous.Doug McIntyre:It’s the same as Exxon. It’s the same as Exxon. Can you believe it’s the same as Exxon? Seriously?Lee Jackson:No, I can’t because Exxon’s a gigantic corporation that prints money.Doug McIntyre:So, if you said to me right now what will cause a stock market collapse, what will cause a 2001, 2002 cratering? When you and I remember this, the NASDAQ dropped. NAS dropped 78% from the peak to the trough, 78%. Are we gonna get a, a correction that size? Probably not. Are we gonna get a real, real, real correction? Mostly because of this bogus revenue? You know, back then it was companies running outta money. That’s fine. Now it’s, it’s the questionability of revenue.Lee Jackson:And that’s a lot bigger than just. And that’s really not having any revenue. It really is because it’s almost like it’s manufactured. Again, OpenAI doesn’t make any money. They just have a huge valuation. They keep getting money poured into them, which is how they buy chips, you know, for chat and all that. But it’s like, isn’t there a point when, when this is kinda like funny money and it’s not really kosher?Doug McIntyre:I don’t know if you remember this. But it used to be that when you were a partner with AOL, they would invest in your company and then you would buy traffic from them. So it, listen, this is, I don’t wanna say that this is like the internet bubble. It’s not, but the practices here, I don’t like.Lee Jackson:Yeah, and somebody’s gonna have to address this because it just can’t, you know, you can’t continue to build these gigantic companies on money that’s really just shifted back and forth, you know? It’s, it’s, it’s just and, and granted, Nvidia has other clients and, and other people buying their chips, but they’re investing in a lot of other companies. So it, it, it’s gonna be interesting to see how this plays out.Doug McIntyre:I’ll leave people with this thought. General Motors invests in Avis, and Avis buys a bunch of GM cars, right? I want to tell everybody right now, these transactions are very similar to what I just described. Keep an eye on us. Keep an eye on the newspapers. This, this, what we’re talking about right now. This debate is just starting and it’s gonna be settled by the government. Or the Financial Accounting Standards Board. If you had to say, who will render the first opinion on this? They are the ones, and they are basically, when it comes to accounting, they’re the only store in town.Lee Jackson:Yep. They are. And like you said, it, it, it’s just now starting to get around in, in the major media and financial media you’re starting to see this now. You’re starting to see it. People are talking about it. Is there an AI boom bust bubble? You know, and it’s like, okay, well now they’re starting to talk about it. They’ll get serious about it in about six months.Doug McIntyre:They will.If You have $500,000 Saved, Retirement Could Be Closer Than You Think (sponsor)Retirement can be daunting, but it doesn’t need to be. Imagine having an expert in your corner to help you with your financial goals. Someone to help you determine if you’re ahead, behind, or right on track. With SmartAsset, that’s not just a dream—it’s reality. This free tool connects you with pre-screened financial advisors who work in your best interests. It’s quick, it’s easy, so take the leap today and start planning smarter!Don’t waste another minute; get started right here and help your retirement dreams become a retirement reality.(sponsor)

2025-11-01 05:56:05

Investing

The Government Shut Down. Here’s What History Says Will Happen in the Stock Market Next

-->-->Key PointsThe government shutdown stems from a spending impasse, leading to the furloughing of 750,000 workers.Past shutdowns averaged 8 days, with the longest being 35 days in 2018-2019.TheS&P 500is up for five straight days, ignoring the government closure so far.It sounds nuts, but SoFi is giving new active invest users up to $1k in stock, see for yourself (Sponsor)-->-->The U.S. government shutdown, now in its third day since starting on October 1, stems from a partisan standoff over federal spending priorities. Republicans pushed for deeper cuts to non-defense programs, while Democrats demanded protections for social services and immigration reforms. With no resolution in sight, essential services continue, but about 750,000 federal workers face furloughs, delaying economic data releases like jobs reports. History shows these events average around 8 days, though the record-breaking 2018-2019 shutdown dragged on for 35 days, costing the economy billions. So far, markets have brushed it off: theS&P 500has risen each trading day since, including five straight gains. But history offers clear signals on what comes next. Shutdowns Aren’t New: A 50-Year RundownOver the past 50 years, the U.S. has seen 21 federal government shutdowns since the first in 1976 under President Gerald Ford. These lapses occur when Congress fails to pass funding bills by the fiscal year’s start on October 1. Early ones were brief, like the 11-day halt in 1976 over vetoed spending. Tensions peaked in the 1990s under divided government, with two multi-week shutdowns in late 1995 and early 1996 totaling 28 days combined.The 21st century brought more frequency amid polarization. From 2013 to 2019, shutdowns hit three times, including the 16-day one in 2013 over the Affordable Care Act and the marathon 35-day impasse in 2018-2019 tied to border wall funding. No major closures happened between 1996 and 2013, but recent years show rising risks. Each episode disrupts operations but rarely derails the economy long-term, as back pay and delayed work resume quickly.Loading stock data...History’s Bullish Hint for Stocks Post-ShutdownMarkets often rebound stronger after these disruptions. Data from the 21 shutdowns reveals the S&P 500 averaged nearly 13% returns in the 12 months following each end. Since 1980, the returns are even better, on average the S&P 500 gained 16.95%.During the events themselves, the index gained 0.3% on average, with gains in most cases. The 2018-2019 shutdown, despite its length, saw the S&P rise 10.3% while active, followed by a 24% surge over the next year.This pattern holds because shutdowns prove temporary, not structural shocks. Investors focus on earnings and growth, tuning out D.C. drama. With the current shutdown barely started, the S&P’s five-day winning streak — up 0.34% on day one, 0.06% on day two, and more since — mirrors that resilience. It suggests history could repeat, potentially fueling another leg higher if resolved soon.Why Stocks Keep Climbing Amid the NoiseEven with the shutdown, equities press on, driven by robust corporate momentum. Valuations look stretched — the S&P’s forward P/E ratio hovers near 22, above the long-term average of 17 — but gains persist. Key factors include cooling inflation, expected Federal Reserve rate cuts, and unrelenting artificial demand (AI) hype.Tech leaders dominate.Nvidia(NASDAQ:NVDA), the AI chip powerhouse, has surged 40% in 2025, pushing its market cap past $4.5 trillion. It’s locked in major deals, like a $100 billion investment inOpenAIannounced in September to build 10 gigawatts of AI data centers packed with millions of its GPUs. Nvidia also partnered withIntel(NASDAQ:INTC) on custom AI infrastructure, investing $5 billion in Intel stock to integrate NVLink tech. These moves solidify its grip on AI hardware, drawing billions in orders from cloud giants.Broader tailwinds also help: strong consumer spending, despite soft September job adds, and corporate buybacks. Energy and financials join the rally, betting on steady growth. TheDow Jones Industrial AverageandNasdaqindexes hit records too, showing broad participation.The Hidden Risks Lurking in the RallyBullish vibes aside, potential pitfalls are multiplying. Overextended valuations leave little margin for error; a prolonged shutdown could spike uncertainty, delaying hiring and capital expenditures. If it stretches past two weeks — and prediction markets say the adds of its happening are 40% — it might withhold key data, making Fed decisions hazier and rattling sentiment.AI’s promise also remains unproven. Hyped investments — hundreds of billions of dollars have poured into data centers and chips — have yielded scant returns so far. Although Nvidia’s deals dazzle, monetizing superintelligence is years off, with regulatory scrutiny rising on energy use and market dominance. Broader worries include tariff threats from recent policy shifts and softening private payrolls, hinting at economic wobbles. A debt ceiling fight could follow, amplifying volatility.Key TakeawayIrrational exuberance can endure far longer than expected, and forces like AI innovation and rate relief propel stocks upward. The market could climb much higher in the near term, shrugging off the shutdown as just another blip. Yet in this frothy setup, safeguarding against downside risk makes sense — history favors the bulls, but surprises happen.Want Up To $1,000? SoFi Is Giving New Active Invest Users up to $1k in StockLooking to grow your money but unsure where to begin? SoFi Active Invest is offering a limited-time promotion—open an account, fund it with $50 or more, and you could receive up to $1,000 in complimentary stock for Active Invest accounts.From $0 commission trading to fractional shares and automated investing, this app is designed to simplify investing for everyone, whether you’re just starting or already experienced. Its easy to sign up and secure your bonus.(sponsor)DISCLOSURE:INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUEBrokerage and Active investing products offered through SoFi Securities LLC, member FINRA(www.finra.org)/SIPC(www.sipc.org).Advisory services are offered by SoFi Wealth LLC, an SEC-registered investment adviser. Information about SoFi Wealth’s advisory operations, services, and fees is set forth in SoFi Wealth’s current Form ADV Part 2 (Brochure), a copy of which is available upon request and at www.adviserinfo.sec.gov.Probability of Member receiving $1,000 is a probability of 0.026%; If you don’t make a selection in 30 days, you’ll no longer qualify for the promo. Customer must fund their account with a minimum of $50.00 to qualify.Other fees, such as exchange fees, may apply. Please view our fee disclosure to view a full listing of fees.Investing in alternative investments and/or strategies may not be suitable for all investors and involves unique risks, including the risk of loss. An investor should consider their individual circumstances and any investment information, such as a prospectus, prior to investing. Interval Funds are illiquid instruments, the ability to trade on your timeline may be restricted. Brokerage and Active investing products offered through SoFi Securities LLC, Member FINRA(www.finra.org) /SIPC(www.sipc.org).There are limitations with fractional shares to consider before investing. During market hours fractional share orders are transmitted immediately in the order received. There may be system delays from receipt of your order until execution and market conditions may adversely impact execution prices. Outside of market hours orders are received on a not held basis and will be aggregated for each security then executed in the morning trade window of the next business day at market open. Share will be delivered at an average price received for executing the securities through a single batched order. Fractional shares may not be transferred to another firm. Fractional shares will be sold when a transfer or closure request is initiated. Please consider that selling securities is a taxable event.Options involve risks, including substantial risk of loss and the possibility an investor may lose the entire investment Before trading options please review the Characteristics and Risks of Standardized Options [HYPERLINK: https://www.theocc.com/getmedia/a151a9ae-d784-4a15-bdeb-23a029f50b70/riskstoc.pdfInvesting in an Initial Public Offering (IPO) involves substantial risk, including the risk of loss. Further, there are a variety of risk factors to consider when investing in an IPO, including but not limited to, unproven management, significant debt, and lack of operating history. For a comprehensive discussion of these risks please refer to SoFi Securities’ IPO Risk Disclosure Statement [HYPERLINK https://www.sofi.com/iporisk/]. This should not be considered a recommendation to participate in IPOs and investors should carefully read the offering prospectus to determine whether an offering is consistent with their investment objectives, risk tolerance, and financial situation. New offerings generally have high demand and there are a limited number of shares available for distribution to participants. Many customers may not be allocated shares and share allocations may be significantly smaller than the shares requested in the customer’s initial offer (Indication of Interest). For more information on the allocation process please visit IPO Allocation [HYPERLINK https://support.sofi.com/hc/en-us/articles/360058602892-How-does-SoFi-allocate-IPO-shares].

2025-11-14 12:14:54

Investing

2 Mid-Cap Growth Stocks Dan Loeb Bought Up Last Quarter

SharkNinja(NYSE:SN) andPrimo Brands(NYSE:PRMB) are two stocks Dan Loeb of Third Point, who is one of my favorite professional money managers to follow closely, recently purchased.Just look underneath the hood of his portfolio, and you can see some very interesting names, many of which have impressive growth runways and reasonable (or perhaps unreasonably depressed) valuations. Perhaps most intriguingly, Loeb’s fund has some mid-cap gems, which might be a source of outsized long-term gains.-->-->Key PointsDan Loeb and Third Point made some interesting moves in the second quarter. Investors might wish to follow their coattails.SN and PRMB stand out as low-cost mid-cap hidden gems for value investors looking to diversify further.Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don’t waste another minute; learn more here.(Sponsor)-->-->SharkNinjaSharkNinja, has a relatively interesting name and one that growth investors should familiarize themselves with, given its disruption potential in the kitchen and around the home. The company makes home appliances and various other handy products under the Shark and Ninja brands. Even if you’ve never heard of the stock, you might already have a Shark or Ninja product in your closet or kitchen.Now, SharkNinja is more than just a maker of vacuums and kitchen goods; it’s more of a technology firm that thrives at finding new ways to do things better. Whether that involves cleaning, cooking, or something else, SharkNinja designs products with customer feedback in mind.The company’s tech and consumer-focused approach has been a success, to say the least. Just look at the stock, which has more than doubled in the last two years despite the more recent 22% correction in shares. I think the latest dip is nothing more than a buying opportunity as the firm unlocks the power of reviews by actively listening and revisiting the drawing board if needed.Like a shark or a ninja, the company is agile and able to adapt to changing consumer tastes and preferences. At 25.7 times trailing price-to-earnings (P/E), the $13.7 billion firm stands out as a cheap growth play to keep tabs on. With the firm teaming up with Kevin Hart and David Beckham, I do think SharkNinja is entering a golden age of growth as brand awareness looks to kick things up a few notches.Primo BrandsBet you’ve probably never heard ofPrimo Brands, formerly Primo Water, a Canadian-American firm in the business of bottled water. Whether we’re talking about hydrating the entire office with the company’s dispensers or consumer-facing brands such as Pure Life, Poland Springs, or Arrowhead, Primo is a hidden gem in the bottled water scene.Of late, things have been quite leaky for shares of Primo, which are down over 30% so far this year. Indeed, water sales have been under pressure of late, but with a strong portfolio of brands and stickiness in its subscription business, I think the latest dip is more than buyable.As more consumers turn away from sugary sodas and towards healthier beverage options (it doesn’t get much healthier than water), I suspect the long-term trend will be a friend of Primo. In the meantime, there’s a lot of work for management to do as they drive further efficiencies across the business. The $8 billion bottled water play may not be exciting, but it does have highly predictable cash flows. And with a mere 11.8 times forward P/E multiple, perhaps it’s not a mystery why Third Point was a buyer in the second quarter. Get Ready To Retire (Sponsored)Start by taking a quick retirement quiz from SmartAsset that will match you with up to 3 financial advisors that serve your area and beyond in 5 minutes, or less.Each advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests.Here’s how it works:1. Answer SmartAsset advisor match quiz2. Review your pre-screened matches at your leisure. Check out the advisors’ profiles.3. Speak with advisors at no cost to you. Have an introductory call on the phone or introduction in person and choose whom to work with in the future.

2025-11-07 04:50:18

Investing

5 Stocks Under $10 With Huge Dividends and King-Size Upside Potential

While mostof Wall Street focuses on large and mega-cap stocks, as they provide a degree of safety and liquidity, many investors are limited in the number of shares they can buy. Many of the most significant public companies, especially the technology giants, trade at prices up to $1,000 per share, while many are in the low to mid-hundreds. It is hard to get decent share count leverage at those steep prices. Many growth and income investors, especially more aggressive traders, look to lower-priced stocks to generate good returns and increase their share count. That can help the decision-making process, especially when you are on to a winner, as you can always sell and keep half.-->-->24/7 Wall St. Key Points:Falling interest rates could be a significant tailwind for stocks that pay high dividends.Despite the government shutdown, there is a good chance the Federal Reserve will cut rates again at its October meeting.Lower-priced stocks, although not suitable for everyone, can offer significant total return potential for investors with a higher risk tolerance.Are you ahead, or behind on retirement? SmartAsset’s free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don’t waste another minute; learn more here.(Sponsor)-->-->Low-price stockskeptics should bear in mind that many of the world’s largest companies, including Apple, Amazon, Netflix, and Nvidia, all traded in the single digits at one time. We identified five stocks trading around the $5 to $10 level that offer investors substantial, ultra-high-yield dividends. The added value for investors is that if the stocks trade sideways, you are still paid a massive dividend for being patient.Why do we cover ultra-high-yield stocks?While only suited for some, those trying to build strong passive income streams can do exceptionally well by having some of these companies in their portfolios. Paired with more conservative blue-chip dividend giants, investors can use a barbell approach to get passive income streams that make a significant difference.BlackRock Innovation and Growth Term TrustLoading stock data...This fundhas lowered the dividend, which is a massive positive for shareholders who buy now. BlackRock Innovation and Growth Term Trust (NYSE: BTX) has investment objectives to provide total return and income through a combination of current income, current gains, and long-term capital appreciation. The trust will invest, under normal market conditions, at least 80% of its total assets in a combination of equity securities issued by U.S. and non-U.S. technology and privately held companies.BTX holdswell-known tech stocks, including Spotify Technology S.A. (NASDAQ: SPOT) and Reddit Inc. (NYSE: RDDT). The most prominent position is in AI chip giant Nvidia Inc. (NASDAQ: NVDA). It also holds a collection of private-equity holdings that give it hedge fund-type qualities. Think of this fund as a Cathie Wood-style vehicle for new technology with a massive dividend yield.Tradingat a small 2% discount to the fund’s net asset value, those seeking a substantial monthly income with growth potential should consider purchasing these shares now, which yield a substantial 13.91% dividend.PermRock Royalty TrustLoading stock data...This trustacquires, develops, and operates oil and natural gas properties in the Permian Basin. With a substantial 11.32% dividend, this energy trust makes sense as spot oil prices appear poised to rebound. PermRock Royalty Property Trust (NYSE: PRT) is a statutory trust. It owns a net profits interest representing the right to receive 80% of the net profits from the sale of oil and natural gas production from the underlying properties. T2S Permian Acquisition II owns and operates the underlying properties.The underlyingproperties comprise about 31,354 gross (22,394 net) acres in the Permian Basin, which extends over 75,000 square miles in West Texas and southeastern New Mexico.The underlyingproperties consist of four operating areas:The Permian Clearfork area consists of about 2,434 net acres on the Central Basin Platform of the Permian Basin in Hockley and Terry Counties, Texas.The Permian Abo area consists of about 1,667 net acres on the Central Basin Platform of the Permian Basin in Terry and Cochran Counties, Texas.The Permian Shelf area consists of 14,390 net acres on the Eastern Shelf of the Permian Basin.The Permian Platform area consists of 3,903 net acres.Prospect CapitalLoading stock data...Prospect CapitalCorp. (NASDAQ: PSEC) is a leading provider of flexible private debt and equity capital. Hedge funds love this top business development company, and the gigantic 19.57% dividend makes it a potential total return home run. Prospect Capital specializes in:Middle market, mature, mezzanine financeLater stage, emerging growth, leveraged buyouts, refinancing, acquisitions recapitalizations, turnaround, growth capital, developmentCapital expenditures and subordinated debt tranches of collateralized loan obligationsCash flow term loans, marketplace lending, and bridge transactionsIt also investsin the multi-family residential real estate asset class. The fund invests in secured debt, senior debt, senior and secured term loans, unitranche debt, first-lien and second-lien debt, private debt, private equity, mezzanine debt, and equity investments in private and microcap public companies.Prospect Capitalfocuses on both primary origination and secondary loans/portfolios. It invests in debt financing for private equity sponsors, acquisitions, dividend recapitalizations, growth financings, bridge loans, cash flow term loans, and real estate financings/investments.The companyinvests in the following sectors and business silos:Aerospace and defenseChemicalsConglomerate and consumer servicesEcologicalElectronicsFinancial servicesMachinery and ManufacturingMediaPharmaceuticalsRetailSoftwareSpecialty MineralsTextiles and leatherTransportationOil, gas, and coal productionIn additionto favoring materials, industrials, consumer discretionary, information technology, utilities, pipeline, storage, power generation and distribution, renewable and clean energy, oilfield services, health care, food and beverage, education, and business services.Townsquare MediaLoading stock data...This off-the-radarstock boasts significant total return potential, complemented by its substantial 12.20% dividend yield. Townsquare Media Inc. (NYSE: TSQ) is a community-focused digital and broadcast media and digital marketing solutions company.The company’ssegments include:Subscription Digital Marketing SolutionsDigital AdvertisingBroadcast AdvertisingThe DigitalAdvertising segment, marketed as Townsquare Ignite, encompasses digital advertising on its programmatic advertising platform, as well as its owned and operated digital properties.The SubscriptionDigital Marketing Solutions segment includes its subscription digital marketing solutions business, Townsquare Interactive.The BroadcastAdvertising segment encompasses local, regional, and national advertising products and solutions delivered through terrestrial radio broadcasts. Townsquare Interactive partners with small and medium-sized businesses to help manage their digital presence by providing a SAAS business management platform, website design, creation, and hosting, search engine optimization, and other digital services.Tronox HoldingsLoading stock data...Some ofWall Street’s largest banks are very bullish on this company, which is another notable dividend-paying stock with a 12.30% yield to consider. Tronox Holdings PLC (NYSE: TROX) is a producer of titanium products, including titanium dioxide pigment (TiO2), specialty-grade titanium dioxide products, high-purity titanium chemicals, and zircon.The companyis a vertically integrated manufacturer of TiO2. It mines titanium-bearing mineral sands and operates upgrading facilities that produce high-grade titanium feedstock materials, pig iron, and other minerals, including the rare-earth-bearing mineral monazite.It operatestitanium-bearing mineral sand mines and beneficiation and smelting operations in Australia and South Africa to produce feedstock materials that can be processed into TiO2 for pigment, high-purity titanium chemicals, including titanium tetrachloride, and ultrafine TiO2 used in specific specialty applications.Tronoxsupplies and markets TiO2 under the brand names TIONA and CristalActiv. It has nine pigment facilities located in these countries and others:United StatesAustraliaBrazilUnited KingdomFour Stocks That Yield 12% and Higher Are Passive Income KingsGet Ready To Retire (Sponsored)Start by taking a quick retirement quiz from SmartAsset that will match you with up to 3 financial advisors that serve your area and beyond in 5 minutes, or less.Each advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests.Here’s how it works:1. Answer SmartAsset advisor match quiz2. Review your pre-screened matches at your leisure. Check out the advisors’ profiles.3. Speak with advisors at no cost to you. Have an introductory call on the phone or introduction in person and choose whom to work with in the future.

2025-10-28 04:22:48

Investing

This 1 ETF Outperformed the VOO 7-to-1 This Year

-->-->Key PointsThis exchange-traded fund is trouncing VOO’s gains.The ETF is in the industrials sector and is supported by long-term megatrends.Buying it can boost your portfolio ahead of the benchmark.It sounds nuts, but SoFi is giving new active invest users up to $1k in stock, see for yourself (Sponsor)-->-->The Vanguard S&P 500 ETF (NYSEARCA:VOO)is the most popular in terms of size, with over $775 billion in total assets under management. It has the same weightings and holdings as the S&P 500 index and an exceptionally low expense ratio of just 0.03%.You pay just $3 annually per $10,000 for an ETF issued by Vanguard that tracks the benchmark. And when an ETF is this big, you’ll have no issues with liquidity and slippage. It’s a great deal, and you’d be making a mistake by not taking it.At the same time, you’d also be making a mistake by not having any satellite holdings to boost your overall returns. Certain megatrends in the market can go on for far longer than you’d think. This has allowed ETFs to outperform the VOO massively at times, with the potential to keep outperforming next year and potentially the year after.Here’s one.The ETF that trounced VOO’s returns this yearLoading stock data...Select STOXX Europe Aerospace & Defense ETF (BATS:EUAD)tracks the Europe Total Market Aerospace & Defense Index before fees and expenses. It specifically targets exchange-listed common stocks or American Depository Receipts (ADRs) of European companies that derive at least 50% of their revenue from aerospace and defense.The EUAD ETF is up 84.34% year-to-date against the VOO’s 11.73%. That’s a 7.19x outperformance.You may have heard of the “make them pay” phrase if you’re a political person. President Donald Trump used the phrase to refer to him pressing European countries and other allies to bump their spending to meet the 2% GDP spending target. This year, the spending target was increased to 5%.Even before the new spending commitment, European countries began rearming in early 2022. As America’s support for European security started waning from their perspective, they’ve accelerated it even more. European companies engaged in defense have been the biggest beneficiaries.The companies driving the gainsThe EUAD ETF holds 13 stocks. It’s not the most diverse ETF, but all 13 are strong European companies and are unlikely to disappoint you long-term.The biggest holding is the Dutch companyAirbus (OTCMKTS:EADSY)at 23.95%. The returns have been stellar as the company has overtaken Boeing, with many airlines preferring its jets.German companyRheinmetall (OTCMKTS:RMNBY)comes second with a 15.85% weight. You could call this stock Europe’s Palantir, as it has delivered monumental returns in a very short amount of time. RMNBY stock is up over 2,274% in the past five years.Those gains are substantiated by the company’s Weapons backlog surging 156% year-over-year in the first half of this year.By mid-2026, the EUR 65 billion backlog can double. Rheinmetall’s CEO said the company “currently has an order volume of EUR65 billion and will quickly rise to EUR70, EUR80 billion, and then EUR120, EUR130 billion in order backlog.”British aerospace and arms companyBAE Systems (OTCMKTS:BAESY)has a 12.42% weighting and is also on a stellar rally.French companiesThales SA (OTCMKTS:THLLY)andSafran (OTCMKTS:SAFRY)constitute 11.47% and 10.1% of the fund, respectively.All of its holdings have been standout performers in 2025.Can EUAD keep going?I’d expect EUAD to keep outperforming due to the nature of this megatrend. NATO is unlikely to reset its target back below 5%, even if tensions in Eastern Europe were to calm down tomorrow. The U.S. is shifting its bandwidth to the Asia-Pacific region, but has been unable to fully do so due to conflicts breaking out in Europe and the Middle East.However, most analysts believe it is long overdue for that to happen.In turn, Europe is looking at a long-term military build-up and self-sufficiency. European defence names are riding a multi-year capital-expenditure wave, not a speculative blip. Expect double-digit top-line growth and margin expansion to continue through 2026 and well beyond, with pull-backs more likely to be bought than sold.And if that wasn’t enough, there is a slight structural bias towards a firmer Euro as the U.S. finally restarts interest rate cuts and the currency re-adjusts. At the start of the year, the USD and EUR were almost at parity, but today, 1 EUR can buy 1.16 USD. As a result, European companies are valued more in your dollar-denominated portfolio.All things considered, EUAD is a solid satellite holding. The expense ratio is 0.50%, or just $50 per $10,000.Want Up To $1,000? SoFi Is Giving New Active Invest Users up to $1k in StockLooking to grow your money but unsure where to begin? SoFi Active Invest is offering a limited-time promotion—open an account, fund it with $50 or more, and you could receive up to $1,000 in complimentary stock for Active Invest accounts.From $0 commission trading to fractional shares and automated investing, this app is designed to simplify investing for everyone, whether you’re just starting or already experienced. Its easy to sign up and secure your bonus.(sponsor)DISCLOSURE:INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUEBrokerage and Active investing products offered through SoFi Securities LLC, member FINRA(www.finra.org)/SIPC(www.sipc.org).Advisory services are offered by SoFi Wealth LLC, an SEC-registered investment adviser. Information about SoFi Wealth’s advisory operations, services, and fees is set forth in SoFi Wealth’s current Form ADV Part 2 (Brochure), a copy of which is available upon request and at www.adviserinfo.sec.gov.Probability of Member receiving $1,000 is a probability of 0.026%; If you don’t make a selection in 30 days, you’ll no longer qualify for the promo. Customer must fund their account with a minimum of $50.00 to qualify.Other fees, such as exchange fees, may apply. Please view our fee disclosure to view a full listing of fees.Investing in alternative investments and/or strategies may not be suitable for all investors and involves unique risks, including the risk of loss. An investor should consider their individual circumstances and any investment information, such as a prospectus, prior to investing. Interval Funds are illiquid instruments, the ability to trade on your timeline may be restricted. 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Please consider that selling securities is a taxable event.Options involve risks, including substantial risk of loss and the possibility an investor may lose the entire investment Before trading options please review the Characteristics and Risks of Standardized Options [HYPERLINK: https://www.theocc.com/getmedia/a151a9ae-d784-4a15-bdeb-23a029f50b70/riskstoc.pdfInvesting in an Initial Public Offering (IPO) involves substantial risk, including the risk of loss. Further, there are a variety of risk factors to consider when investing in an IPO, including but not limited to, unproven management, significant debt, and lack of operating history. For a comprehensive discussion of these risks please refer to SoFi Securities’ IPO Risk Disclosure Statement [HYPERLINK https://www.sofi.com/iporisk/]. This should not be considered a recommendation to participate in IPOs and investors should carefully read the offering prospectus to determine whether an offering is consistent with their investment objectives, risk tolerance, and financial situation. New offerings generally have high demand and there are a limited number of shares available for distribution to participants. Many customers may not be allocated shares and share allocations may be significantly smaller than the shares requested in the customer’s initial offer (Indication of Interest). For more information on the allocation process please visit IPO Allocation [HYPERLINK https://support.sofi.com/hc/en-us/articles/360058602892-How-does-SoFi-allocate-IPO-shares].

2025-10-27 22:06:19