How to retool your 60/40 portfolio for income generation, per BlackRock
CNBC: Investing
AUGUST 28, 2024
With a few tweaks to a balanced portfolio, investors who are in or near retirement could squeeze some more income out of their investments.
Portfolio Related Topics 
Currently held portfolio companies by vintage year
Private Equity Info
SEPTEMBER 4, 2024
We reported in July that private equity firms are delaying exits and holding portfolio companies longer to ensure they achieve the desired ROI from their investments.
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How 'quiet luxury' is subtly taking over investor portfolios
CNBC: Investing
JANUARY 29, 2024
Quiet luxury was one of last year's biggest viral fashion trends, but unlike other short-lived fads, this one has made its way into investor portfolios.
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European Digital insurtech startup Getsafe acquires Luko’s German portfolio, reaches 550,000 customers
TechCrunch: M&A
OCTOBER 8, 2023
Getsafe, a German-based digital insurtech startup, has acquired the German portfolio of Luko, a French insurtech startup that recently neared insolvency before agreeing to be acquired by British insurer Admiral Group in a transaction that didn’t include its German or Spanish operations.
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A small-cap portfolio manager says these stocks will thrive even in a slow growth environment
CNBC: Investing
SEPTEMBER 4, 2024
Needham's portfolio manager Chris Retzler believes the economy will continue to slow, but he is bullish on a few names insulated from the macro uncertainty.
Replicating Portfolio
Wall Street Mojo
FEBRUARY 9, 2024
What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.
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Controllers: Del. Chancery Rejects Claims Relating to Acquisition of Portfolio Company
Deal Lawyers
JANUARY 16, 2024
.; 12/23), the Chancery Court rejected breach of fiduciary duty allegations against the directors of an acquiring company and its purported controlling stockholder arising out of the buyer’s purchase of the controller’s portfolio company. When the deal was announced, the buyer’s stock price […]
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Blackrock says bitcoin will be a good portfolio diversifier despite its recent rally with stocks
CNBC: Investing
MARCH 25, 2024
Robert Mitchnick, BlackRock's digital assets lead, discusses what bitcoin correlations and risk mean for investors' portfolio construction.
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These strategies can help hedge portfolios against losses or generate income
CNBC: Investing
APRIL 2, 2024
An options strategy can complement an otherwise diversified portfolio, according to Ashton Lawrence, CFP and senior wealth advisor at Mariner Wealth Advisors.
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The Role of Private Equity Consulting in Portfolio Company Growth Strategies
OfficeHours
JUNE 5, 2023
Private equity consulting firms play a crucial role in the success of portfolio companies by providing specialized expertise and strategic guidance. These firms assist private equity firms in developing and executing growth strategies for their portfolio companies, helping them maximize their value-creation potential.
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The 60/40 portfolio excelled during the market storm — and Vanguard sees a strong decade ahead
CNBC: Investing
AUGUST 16, 2024
The 60/40 portfolio recently passed its first real test since the 2022 bond market rout.
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FTC sues PE fund and its portfolio company, signaling continued and growing focus on PE funds and roll-up acquisitions
JD Supra: Mergers
SEPTEMBER 26, 2023
On September 21, 2023, the Federal Trade Commission (FTC) filed a groundbreaking complaint in federal court against PE fund Welsh Carson and its portfolio company, U.S. Anesthesia Partners (USAP), making good on its promise to ramp up enforcement against PE funds and roll-up acquisitions. By: Allen & Overy LLP
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Portfolio Purchase Pointers July 2023 - NAV Acquisition Finance for Secondaries Facilities
JD Supra: Mergers
JULY 14, 2023
In the private equity secondaries market, financing is often used to facilitate the purchase of portfolios of interests in private equity funds. These transactions require lenders to underwrite the value of assets that the borrower does not yet own, which gives rise to a specific set of challenges for the lenders.
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How to construct your portfolio for maximum income in retirement
CNBC: Investing
FEBRUARY 23, 2024
Those who want to live off the income generated by their investments, without selling any stocks, may want to reconsider how their portfolio is set up.
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Bloomberg unveils portfolio management offering
The TRADE
OCTOBER 12, 2023
Bloomberg has launched a new portfolio manager workspace in a bid to enhance its buy-side decision support solution. The offering is interactive and aimed at supporting decision-making processes through streamlining the link between analysis and portfolio implementation.
Morgan Stanley Wealth Management revamped its dividend equity portfolio, adding this high-flying utilities play
CNBC: Investing
AUGUST 29, 2024
The Wall Street firm updated its dividend equity model portfolio, adding two new names and dropping a tech giant.
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Most of Warren Buffett’s stock portfolio is tied up in just 5 stocks. Here’s what they are
CNBC: Investing
MAY 4, 2024
Berkshire Hathaway reported Saturday its first-quarter 2024 figures, revealing that most of the conglomerate's stock portfolio is focused on just five stocks.
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Private Equity Firms Embrace AI for Their Portfolio Companies
Global Banking & Finance
MARCH 25, 2024
Private Equity Firms Embrace AI for Their Portfolio Companies By Drake Paulson, VP Strategic Partnerships, Anduin The integration of Artificial Intelligence (AI) into business operations has moved beyond mere speculation to tangible ROI.
Souring on Apple? Mystery bank stock? Buffett followers seek clarity on portfolio at annual meeting
CNBC: Investing
MAY 2, 2024
The 93-year-old icon might spell out at Berkshire's annual meeting this weekend some of the recent moves in his giant equity portfolio.
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Ardian scoops up $2.1bn portfolio from CPP Investments
PE Hub
NOVEMBER 7, 2023
The portfolio comprises 20 limited partnership interests, a majority of which are North American but also includes European buyout funds. The post Ardian scoops up $2.1bn portfolio from CPP Investments appeared first on PE Hub.
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ArcLight forms Alpha Gen to manage its power infrastructure portfolio
PE Hub
JANUARY 10, 2024
The portfolio has nearly $2 billion in annual revenue. The post ArcLight forms Alpha Gen to manage its power infrastructure portfolio appeared first on PE Hub.
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Bringing Our Portfolio Together
Cisco: M&A
AUGUST 14, 2024
We are bringing our Networking, Security, and Collaboration teams together as one organization led by Jeetu Patel as he takes on an expanded role as Cisco’s EVP and Chief Product Officer.
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Find untapped deal flow in aged portfolio company holding periods
Private Equity Info
JANUARY 23, 2024
Access untapped M&A deal flow by searching for aged private equity-backed portfolio companies that may be seeking an exit.
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Ten Action Items for Healthcare Portfolio Companies in 2024
JD Supra: Mergers
JUNE 25, 2024
The investor-backed provider community may be feeling pressure and facing scrutiny from various angles in 2024, as federal and state agencies implement complex pre-closing review processes for healthcare transactions from an antitrust and oversight perspective.
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Delaware Court Of Chancery Rejects Claims Related To The Acquisition Of An Alleged Controller’s Portfolio Company For Failure To Plead Demand Futility
JD Supra: Mergers
JANUARY 8, 2024
the “Corporation”) acquired a portfolio company (the “Target”) of the Corporation’s alleged controlling shareholder. Zurn of the Delaware Court of Chancery dismissed derivative breach of fiduciary duty and other claims asserted by a plaintiff shareholder after nCino, Inc. City of Hialeah Employees’ Retirement System v. 2022-0846-MTZ (Del.
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CTO Realty Growth Completes Three Property Portfolio Acquisition and Disposition of Jordan Landing
Global Newswire by Notified: M&A
AUGUST 21, 2024
NYSE: CTO) (the “Company” or “CTO”) today announced closing the acquisition of a portfolio of three open-air shopping centers (the “Three Property Portfolio”) for a purchase price of $137.5 WINTER PARK, Fla., 21, 2024 (GLOBE NEWSWIRE) -- CTO Realty Growth, Inc.
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These 5 ETF trades can prepare your portfolio for 2024
CNBC: Investing
DECEMBER 16, 2023
The Fed's looming rate cuts call for revamping portfolios, according to one ETF expert.
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[Webinar] M&A Series: Partnership Interests as Tax-Advantaged Currency in REIT Portfolio Transactions - November 30th, 11:00 am - 11:15 am ET
JD Supra: Mergers
NOVEMBER 15, 2023
Equity REITs seeking to grow assets face a challenging interest rate environment and tepid equity capital markets for funding portfolio acquisitions.
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Building a Diversified Crypto Portfolio with AI-Driven Asset Allocation: Maximize Your Gains
Global Banking & Finance
AUGUST 29, 2024
In the ever-changing world of cryptocurrencies, crafting a diverse portfolio is like groping one’s way through the dark, especially when determining your investment goals. Just as coins and digital tokens appear one after another, how can we ensure that each of our investments is planned and safe?
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Warren Buffett's Berkshire Hathaway made a number of changes in its equity portfolio last quarter
CNBC: Investing
MAY 15, 2024
The Omaha-based conglomerate tweaked his energy exposure last quarter, along with other changes in its equity portfolio.
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Music Licensing, Inc. (OTC: SONG) Announces Acquisition of Royalty Rights to "Thank God I Got It" by Desiigner, Bolstering Its Diverse and Star-Studded Portfolio
Global Newswire by Notified: M&A
SEPTEMBER 3, 2024
s commitment to diversifying its portfolio with high-quality, revenue-generating assets. (OTC: SONG), a leading entity in the music industry, is excited to announce the acquisition of the royalty rights to "Thank God I Got It" by the renowned artist Desiigner. This acquisition underscores Music Licensing, Inc.'s
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Cisco portfolio for manufacturing: What can we help you solve today?
Cisco: M&A
MARCH 21, 2024
Cisco’s Portfolio Explorer for industries builds the bridge between our customer’s de… Read more on Cisco Blogs Are you a Cisco customer or partner looking to learn more about the manufacturing products and solutions we offer?
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Trending Enforcement Targeting Private Equity Healthcare Portfolios Provides Important Compliance Reminder
JD Supra: Mergers
AUGUST 1, 2024
Over the last decade, private equity firms have acquired healthcare companies, hospitals, and clinics at an increasing rate. In fact, in those ten years, private equity firms have spent roughly $1 trillion on an estimated 8,000 healthcare deals. This trend is only expected to increase through 2024.
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Mike Ashley’s Frasers buys THG’s portfolio of luxury goods websites
Global Banking & Finance
JUNE 24, 2024
Mike Ashley’s Frasers buys THG’s portfolio of luxury goods websites (Reuters) -British e-commerce firm THG has agreed to sell its portfolio of luxury goods websites to Mike Ashley’s Frasers Group for an undisclosed sum, it said on Monday.
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How sponsors can anticipate shocks affecting their portfolio companies
PE Hub
OCTOBER 16, 2023
The post How sponsors can anticipate shocks affecting their portfolio companies appeared first on PE Hub. The key is to anticipate fallout quickly and accurately while clearly communicating any ramifications.
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How BlackRock’s Rick Rieder would reimagine the 60/40 portfolio with today’s higher rates
CNBC: Investing
APRIL 19, 2024
The so-called balanced portfolio of 60% equities and 40% fixed income could use a rethink as rates remain high.
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UBS expects a comeback for the 60/40 portfolio — and warns investors to limit cash
CNBC: Investing
MAY 31, 2024
The 60/40 portfolio tends to outperform over the long term, according to UBS.
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United Community Banks, Inc. and 21st Mortgage Corporation Close Sale of Manufactured Housing Loan Portfolio
Global Newswire by Notified: M&A
SEPTEMBER 3, 2024
(NYSE: UCB) (“United”) announced today the August 30 th closing of the sale of substantially all of its manufactured housing loan portfolio, totaling $318.2 The portfolio had been in runoff following United’s decision to cease originations in the third quarter of 2023. The business was part of the Reliant Bancorp, Inc.
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Fengate acquires US-based wireless communication towers portfolio
PE Hub
DECEMBER 5, 2023
The post Fengate acquires US-based wireless communication towers portfolio appeared first on PE Hub. Fengate is managing the acquisition on behalf of Fengate Infrastructure Yield Fund and affiliates, including a fund owned by LiUNA's Pension Fund of Central and Eastern Canada.
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Tension in the Middle East, hot inflation rattle stocks. Take these steps to shore up your portfolio
CNBC: Investing
APRIL 15, 2024
Avoid the urge to join in this latest bout of selling, and take a moment to retool your portfolio instead.
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Music Licensing, Inc. (OTC: SONG) gibt den Erwerb der Lizenzrechte an „Thank God I Got It“ von Desiigner bekannt und stärkt damit sein vielfältiges und starbesetztes Portfolio
Global Newswire by Notified: M&A
SEPTEMBER 3, 2024
bei der Diversifizierung seines Portfolios mit hochwertigen, Einnahmen generierenden Vermögenswerten. (OTC: SONG), ein führendes Unternehmen in der Musikindustrie, freut sich, den Erwerb der Lizenzrechte an „Thank God I Got It“ des bekannten Künstlers Desiigner bekannt zu geben.
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What is an Investment Portfolio?
Peak Frameworks
AUGUST 15, 2023
An investment portfolio is a basket of various types of financial assets owned by an investor. The art of investment revolves around the strategic assembly of financial assets into an investment portfolio. The art of investment revolves around the strategic assembly of financial assets into an investment portfolio.
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Microfinance loan portfolio up 22% to Rs 3.48 trillion in FY23, shows data
Business Standard - FInance
JUNE 13, 2023
Microfinance loan portfolio increased by 22 per cent to Rs 3.48 Gross loan portfolio stood at Rs 2.85 In terms of regional distribution of gross loan portfolio, East & Northeast and South account for 63 per cent of the total portfolio. lakh crore during 2022-23, according to a report. lakh crore as on March 31, 2022.
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