Latest news with #Barrons
Time of India
5 days ago
- Business
- Time of India
Jeff Bezos sells $1.5 billion worth of Amazon shares, now holds stock valued at…
Amazon founder Jeff Bezos has sold another 6.6 million shares of the company, reports Barrons. According to the report, the sale was disclosed in a filing with Securities and Exchange Commission (SEC). The sold shares are valued around $1.5 billion. The transaction, as per the report, took place on July 21 and 22 – days ahead of Amazon's second-quarter earnings scheduled for July 31. The sale was executed under the prearranged trading plan known as Rule 10b5-1 . What is 10b5-1 trading plan under which Jeff Bezos sold shares Rule 10b5-1 is a regulation from the US SEC that lets insiders at public companies set up a plan to sell their shares ahead of time. Under this rule, major shareholders can schedule the sale of a fixed number of shares at a set time, helping them avoid accusations of insider trading. Many company executives use 10b5-1 plans for this reason. The rule was introduced to clarify Rule 10b-5, part of the Securities Exchange Act of 1934, which is the main law used to investigate securities fraud. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Indian Investors Are Buying These Dubai Apartments—Here's Why Binghatti Developers FZE Explore Undo Jeff Bezos plans to sell more Amazon shares As per Barrons report, the Amazon founder plans to sell more shares in the future. 'Bezos isn't done,' the report says. Jeff Bezos has been on a stock selling spree recently. Earlier this month, he offloaded approximately $737 million worth of Amazon stock. He has sold around $4.8 billion worth of the company's stocks over the past two years. Bezos still holds 4.6 million shares of Amazon, valued at $1 billion. As revealed in a regulatory filing, the former CEO plans to sell up to 25 million shares through the trading plan "intended to satisfy Rule 10b5-1(c)" that ends on May 29, 2026.
Mint
21-07-2025
- Business
- Mint
Bitcoin price edges up, Altcoins gain. What next for crypto after the Genius Act.
Next Story Adam Clark , Barrons Bitcoin was rising after the signing of the Genius Act but Ether, XRP and Solana looked to be bigger beneficiaries. The market valuation of all cryptocurrencies briefly surpassed $4 trillion last week. (AFP via Getty Images) Gift this article Bitcoin was rising slightly early on Monday but other cryptocurrencies were recording stronger gains. Crypto-related legislation looks to be fueling a rotation into other digital currencies which could be more immediate beneficiaries of the new laws. Bitcoin was rising slightly early on Monday but other cryptocurrencies were recording stronger gains. Crypto-related legislation looks to be fueling a rotation into other digital currencies which could be more immediate beneficiaries of the new laws. Bitcoin's price was up 1% the past 24 hours at around $119,194. The world's largest cryptocurrency hit a record high of $123,166 last week amid excitement over 'Crypto Week" as multiple pieces of crypto-related legislation made their way through Congress. Several large altcoins were rising. Ether gained 3.5%, XRP climbed 3.1%. Solana was rising 6.3%, while memecoin Dogecoin surged 8.7%. President Donald Trump signed the Genius Act into law on Friday, establishing a framework for federal regulation of so-called stablecoins, whose prices are pegged to a real currency like the dollar. The bill requires issuers to maintain one to one reserves in U.S. dollars or Treasuries and bans interest-bearing stablecoins. 'The GENIUS Act's ban on yield-bearing stablecoins is driving institutional interest into Ethereum, which largely provides the network for stablecoins," wrote Deutsche Bank analyst Marion Laboure in a research note on Monday. However, arguably the more important piece of legislation is the Clarity Act, which addresses the question of whether cryptos are commodities or securities, and what regulator would oversee them. While it was approved by the House on Thursday, it still needs to pass the Senate. Whether Bitcoin can achieve further gains is likely to depend on the apparent progress of the Clarity Act through the Senate before the August recess. However, it could also receive a boost Tuesday, when a president's working group makes policy recommendations that could include a proposal for a strategic reserve of Bitcoin. Topics You May Be Interested In Catch all the Business News , Market News , Breaking News Events and Latest News Updates on Live Mint. Download The Mint News App to get Daily Market Updates.
Globe and Mail
08-07-2025
- Business
- Globe and Mail
How Much Bitcoin Should Be in Your Portfolio?
Key Points The current recommended Bitcoin allocation is just 1%. The new thinking is that investors can boost that allocation to 10% or higher, based on rising life expectancies and longer investing horizons. Before adding Bitcoin to a portfolio, investors should understand how it impacts both overall risk and reward. 10 stocks we like better than Bitcoin › Until this year, the conventional wisdom was that Bitcoin (CRYPTO: BTC) should account for no more than 1% of your portfolio. Maybe as high as 3% if you are very aggressive or have a very long time to go until retirement. But one top financial advisor, Ric Edelman, is now telling people that it's time to boost that Bitcoin allocation to at least 10% and perhaps even as high as 40%. Edelman is in the Barron's Financial Advisors Hall of Fame, so he obviously knows a thing or two about investing. So what's causing him to ratchet up his suggested Bitcoin allocation? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Bitcoin and the 60/40 portfolio One fundamental point Edelman makes is that the standard 60/40 portfolio (60% stocks and 40% bonds) may no longer be appropriate for most people. People are simply living too long these days, and allocating 40% of your portfolio to bonds won't get you there. As Edelman points out, average life expectancy in America could rise as high as 100 during the next few decades thanks to technological and medical advances. The modern 60/40 portfolio dates back to the 1950s when life expectancies were much lower. As a result, investors had much shorter time horizons, and a 60/40 portfolio made sense. "If you're a financial advisor and you had a 30-year-old client who was saving for their long-term future, you would tell them to put 100% of their money in stocks, because they have 50 years to go," Edelman recently told CNBC. "Today's 60-year-old is kind of like yesterday's 30-year-old." And that's where Bitcoin comes into the picture. During the past decade, Bitcoin has consistently been one of the top-performing asset. In fact, in most years, Bitcoin has been the top-performing asset. No other asset even comes close, not even high-flying tech stocks. Those extraordinary returns are important because you need to build your portfolio to keep up with rising life expectancies. Is a 10% allocation too high? In theory, all of this makes sense. Adding even a tiny allocation of Bitcoin to your portfolio can help to turbo-charge its returns, thereby ensuring that you'll have enough money for retirement. But is 10% too high? After all, that's 10 times higher than the 1% that's currently recommended. Last year, BlackRock Inc. (NYSE: BLK) -- the company behind the popular iShares Bitcoin Trust (NASDAQ: IBIT) exchange-traded fund (ETF) -- released a report called "Sizing Bitcoin in Portfolios." It used modern portfolio theory to examine the impact of adding progressively more Bitcoin to a conventional 60/40 portfolio. In other words, it took into account not just the additional returns made possible by Bitcoin but also the additional risk that Bitcoin introduces to the portfolio. Keep in mind that Bitcoin is a historically volatile and risky asset, prone to enormous market corrections and significant declines. In 2022, for example, Bitcoin fell 65%, and investors with heavy allocations to Bitcoin took a beating. So, if you're a rational investor, you need to take into account the additional risk posed by Bitcoin. What BlackRock found is that the optimal allocation for Bitcoin is still just 1% to 2%. Once you boost your Bitcoin allocation to the 4% mark, really strange things start to happen to your portfolio. It suddenly starts to perform in ways that you might not expect, given the dramatic ups and downs that Bitcoin has historically seen. At a 4% allocation, Bitcoin does not account for 4% of the risk in your portfolio; it now accounts for 14% of the risk. So imagine what would happen if you allocated 10%, 20%, or 30% of your portfolio to Bitcoin. At some point, it wouldn't matter what other elements of your portfolio were doing. All that would matter is what Bitcoin is doing. The rebuttal to this, of course, is that Bitcoin is a remarkably powerful portfolio diversifier. As BlackRock has shown, Bitcoin is completely uncorrelated with any major asset class. It doesn't move in sync with stocks, bonds, gold, or commodities. So adding a risky asset like Bitcoin to your portfolio can actually make your overall portfolio less not more risky. In search of the optimal Bitcoin allocation Bitcoin is a risky and volatile asset, and should only be added to a portfolio if you are comfortable with its overall risk-reward profile. We now have over a decade's worth of performance data to suggest that Bitcoin should indeed be added to a portfolio. And we now have the tools -- the new spot Bitcoin ETFs -- to make it possible for investors to achieve precisely the portfolio allocation they desire. For most investors, a 1% allocation may be optimal. But to me, that seems a bit low. As BlackRock suggests, ramping that up to at least 2% makes sense. But before you go higher than that, make sure you understand exactly what Bitcoin is doing to your portfolio, both in terms of risk and reward. Should you invest $1,000 in Bitcoin right now? Before you buy stock in Bitcoin, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Bitcoin wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $699,558!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $976,677!* Now, it's worth noting Stock Advisor 's total average return is1,060% — a market-crushing outperformance compared to180%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 7, 2025
Yahoo
08-07-2025
- Business
- Yahoo
How Much Bitcoin Should Be in Your Portfolio?
The current recommended Bitcoin allocation is just 1%. The new thinking is that investors can boost that allocation to 10% or higher, based on rising life expectancies and longer investing horizons. Before adding Bitcoin to a portfolio, investors should understand how it impacts both overall risk and reward. 10 stocks we like better than Bitcoin › Until this year, the conventional wisdom was that Bitcoin (CRYPTO: BTC) should account for no more than 1% of your portfolio. Maybe as high as 3% if you are very aggressive or have a very long time to go until retirement. But one top financial advisor, Ric Edelman, is now telling people that it's time to boost that Bitcoin allocation to at least 10% and perhaps even as high as 40%. Edelman is in the Barron's Financial Advisors Hall of Fame, so he obviously knows a thing or two about investing. So what's causing him to ratchet up his suggested Bitcoin allocation? One fundamental point Edelman makes is that the standard 60/40 portfolio (60% stocks and 40% bonds) may no longer be appropriate for most people. People are simply living too long these days, and allocating 40% of your portfolio to bonds won't get you there. As Edelman points out, average life expectancy in America could rise as high as 100 during the next few decades thanks to technological and medical advances. The modern 60/40 portfolio dates back to the 1950s when life expectancies were much lower. As a result, investors had much shorter time horizons, and a 60/40 portfolio made sense. "If you're a financial advisor and you had a 30-year-old client who was saving for their long-term future, you would tell them to put 100% of their money in stocks, because they have 50 years to go," Edelman recently told CNBC. "Today's 60-year-old is kind of like yesterday's 30-year-old." And that's where Bitcoin comes into the picture. During the past decade, Bitcoin has consistently been one of the top-performing asset. In fact, in most years, Bitcoin has been the top-performing asset. No other asset even comes close, not even high-flying tech stocks. Those extraordinary returns are important because you need to build your portfolio to keep up with rising life expectancies. In theory, all of this makes sense. Adding even a tiny allocation of Bitcoin to your portfolio can help to turbo-charge its returns, thereby ensuring that you'll have enough money for retirement. But is 10% too high? After all, that's 10 times higher than the 1% that's currently recommended. Last year, BlackRock Inc. (NYSE: BLK) -- the company behind the popular iShares Bitcoin Trust (NASDAQ: IBIT) exchange-traded fund (ETF) -- released a report called "Sizing Bitcoin in Portfolios." It used modern portfolio theory to examine the impact of adding progressively more Bitcoin to a conventional 60/40 portfolio. In other words, it took into account not just the additional returns made possible by Bitcoin but also the additional risk that Bitcoin introduces to the portfolio. Keep in mind that Bitcoin is a historically volatile and risky asset, prone to enormous market corrections and significant declines. In 2022, for example, Bitcoin fell 65%, and investors with heavy allocations to Bitcoin took a beating. So, if you're a rational investor, you need to take into account the additional risk posed by Bitcoin. What BlackRock found is that the optimal allocation for Bitcoin is still just 1% to 2%. Once you boost your Bitcoin allocation to the 4% mark, really strange things start to happen to your portfolio. It suddenly starts to perform in ways that you might not expect, given the dramatic ups and downs that Bitcoin has historically seen. At a 4% allocation, Bitcoin does not account for 4% of the risk in your portfolio; it now accounts for 14% of the risk. So imagine what would happen if you allocated 10%, 20%, or 30% of your portfolio to Bitcoin. At some point, it wouldn't matter what other elements of your portfolio were doing. All that would matter is what Bitcoin is doing. The rebuttal to this, of course, is that Bitcoin is a remarkably powerful portfolio diversifier. As BlackRock has shown, Bitcoin is completely uncorrelated with any major asset class. It doesn't move in sync with stocks, bonds, gold, or commodities. So adding a risky asset like Bitcoin to your portfolio can actually make your overall portfolio less not more risky. Bitcoin is a risky and volatile asset, and should only be added to a portfolio if you are comfortable with its overall risk-reward profile. We now have over a decade's worth of performance data to suggest that Bitcoin should indeed be added to a portfolio. And we now have the tools -- the new spot Bitcoin ETFs -- to make it possible for investors to achieve precisely the portfolio allocation they desire. For most investors, a 1% allocation may be optimal. But to me, that seems a bit low. As BlackRock suggests, ramping that up to at least 2% makes sense. But before you go higher than that, make sure you understand exactly what Bitcoin is doing to your portfolio, both in terms of risk and reward. Before you buy stock in Bitcoin, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Bitcoin wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $699,558!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $976,677!* Now, it's worth noting Stock Advisor's total average return is 1,060% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of July 7, 2025 Dominic Basulto has positions in Bitcoin. The Motley Fool has positions in and recommends Bitcoin. The Motley Fool has a disclosure policy. How Much Bitcoin Should Be in Your Portfolio? was originally published by The Motley Fool
Yahoo
04-07-2025
- Business
- Yahoo
Advisor Teams Are Getting Bigger. Here's Why
The more, the merrier — or so advisors seem to think. Advisor teams are getting larger as firms grow in size and aging founders scramble to find succession plans. Although a majority of advisor teams are still relatively small — think one to three advisors — more are reaching 10 people or more, according to a recent report from AdvizorPro. These teams are also younger, more diverse, and more likely to embrace technology. Larger teams signal a shift toward centralized models, per the report, with firms hiring more staff to handle back-office operations, while outsourcing their investment management needs. Experts say this trend is slated to continue as the ongoing M&A mania and private equity funding reshape the wealth management landscape. READ ALSO: Trump's 'Big, Beautiful Bill' Is a 'Mixed Bag' for Advisors and Advisors Start Cramming to Meet Growing Private Market Demand Advisors have always worked in teams, but those teams have grown larger as client needs become more complex and as demand increases for holistic advice and alternative investments. This year, 65% of Barron's top-ranked private wealth teams had between 10 and 25 team members, up from 53% two years ago. Two reasons a firm might want larger teams are succession planning and to offload certain roles, like compliance, said Michael Belluomini, SVP of M&A at Carson Group. Consolidation driven by M&A and aging advisor demographics is likely to continue. 'I don't know that we'll ever see a frenzy like we just did over the past four years,' he said, 'although I do think we're going to have a pretty stable market for at least the next 10 to 15.' The AdvizorPro report also found: Merrill Lynch and Morgan Stanley had the highest number of mapped advisor teams, which operate as 'institutional-style units' with lots of clients. LPL and Osaic had the third- and fourth-most teams, respectively, with their models instead supporting semi-autonomous advisor groups spread out across the country. Team-based advisors are more than six years younger, on average, than solo advisors, with a median tenure of 12 years compared to 24. 'We're finding advisors are leaning heavily into technology and AI to help scale their businesses,' said Dustin Echenique, CRO of AdvizorPro. 'They're relatively lean in terms of their number of resources, and that trend seems [likely] to continue.' Consolidation Craze. Despite the rampant M&A activity of the past few years, however, the largest firms have yet to join forces. That's because there are still so many independent and hybrid firms out there to be snapped up, Belluomini said. Private equity interest in the space, and the risk-free nature of PE investment compared to M&A dealmaking, is also a factor. 'We're starting to see now… more regional PE firms investing in a $4 or $5 billion RIA that historically had been kept out of the business,' he said. 'So there's a long way to go there.' This post first appeared on The Daily Upside. To receive financial advisor news, market insights, and practice management essentials, subscribe to our free Advisor Upside newsletter.
