The 6 Best AI Stock Advisors in 2025
Can AI give good stock advice? Yes, if you choose the right service. Here are the 6 best AI stock advisors in 2025, all tested and approved by our team.| WallStreetZen
The Bottom Line: Most financial advisors recommend allocating between 5-10% of your portfolio to crypto, with younger investors potentially going up to 15-20%. The optimal crypto portfolio allocation depends on your age, risk tolerance, and investment timeline — but data shows that even small crypto allocations (5%) can significantly improve risk-adjusted returns when combined with […] The post What’s the Best Crypto Portfolio Allocation? Crypto Vs Stocks and Traditional Assets appeared...| WallStreetZen
Not everyone wants the risk that comes with chasing high returns. If a solid 5 percent return sounds quite sufficient, you’re in the right place. This post features 10 historically proven ways to pursue 5% returns. To be clear, there’s no such thing as a guaranteed 5% return on investment. However, the below investments offer […] The post How to Get a 5% Return on Investment: 10 Proven Ways appeared first on WallStreetZen.| WallStreetZen
Can AI give good stock advice? Yes, if you choose the right service. Here are the 6 best AI stock advisors in 2025, all tested and approved by our team.| WallStreetZen
History of Fed easing cycles shows how cuts, hikes, and yield curves shape markets and style factors, offering late-cycle lessons for investors. The post When the Fed Cuts: Lessons from Past Cycles for Investors appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
Private credit funds with ties to local European markets can look to underserved lower mid-market enterprises to generate alpha.| CFA Institute Enterprising Investor
Many companies believe that more projects lead to more innovation. In reality, a crowded portfolio often just creates more waste. It gets filled with "zombie projects", which are initiatives that shamble along, consuming time, money, and your team's energy, with no real hope of success. This isn't a sign of creativity, but a symptom of [...]| Accept Mission | Idea & Innovation software
How hedge funds are embracing retail investors and what it means for the industry The post The Retailization of Hedge Funds: Expanding Access, Navigating Complexity appeared first on Arootah.| Arootah
How portfolio finance reshapes liquidity requirements in private markets and transforms traditional investment strategies. The post Portfolio Finance and the New Liquidity Frontier in Private Markets appeared first on Arootah.| Arootah
I've been quieter than usual on all the socials and in my writing because I'm deep into finishing the Effective Public Speaking book. (I'm proofing that book today.) That's because I'm stuck between the tension of finishing this project and starting a new project. I love starting projects. Once I decide to start a project […] The post How to Resolve the Tension Between Starting and Finishing Any Work appeared first on Johanna Rothman.| Johanna Rothman
Explore the resurgence of long/short equity hedge funds in 2025 as market volatility and dispersion create new opportunities.| Arootah
Lincoln’s leadership lessons offer timeless guidance for investors and advisors alike. The post Abraham Lincoln’s Playbook: A Model for Passive Investment Strategy appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
In a world where supply chains are vulnerable, rare earths are more than a commodity story. They are a portfolio strategy for managing geopolitical risk. The post The Geopolitical Hedge Investors Overlook: Rare Earths appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
Based on the recent readers’ survey, 53.8% of you enjoy reading the Random Thoughts posts and 43.8% of you enjoy reading them when they’re investing-related. Only 2.3% of you believe these posts are too random ... Read more| Tawcan
Nancy Pelosi is rich. Why not follow her trades? These are the best Nancy Pelosi stock tracker apps (free and paid options) in 2025.| WallStreetZen
AI is reshaping portfolio construction. A real-world case study shows how machine learning enhances allocation, risk control, and performance. The post It’s Not Just What You Own, It’s How Much: Machine Learning and the Portfolio Construction Imperative appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
Nonprofit portfolios underperform. A clear investment philosophy may be the key to breaking the cycle.| CFA Institute Enterprising Investor
For Lee Ainslie, founder of Maverick Capital, investing success hinges on three pillars: rigorous research, management quality, and the discipline to hold convictions while admitting mistakes. “We’re simply trying to understand the dynamics behind different stocks, identify those that we think are long-term winners and long-term losers,” he explains.| The Acquirer's Multiple®
Uncover how idle capital distorts private equity returns and why measuring what’s actually put to work gives investors a truer picture of performance.| CFA Institute Enterprising Investor
Is the Autopilot investment app worth it in 2025? We go beyond the Nancy Pelosi tracker and dig in deep in this Autopilot review.| WallStreetZen
Based on our team's research, these are the best 7 dividend trackers in 2025 — 2 of the best are free!| WallStreetZen
How is GenAI-generated synthetic data helping investment teams simulate markets, boost sentiment models, and extend insight beyond real-world limits? The post How GenAI-Powered Synthetic Data Is Reshaping Investment Workflows appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
The savings flow mostly to wealthier clients with capital gains to offset on an unlimited basis, according to experts.| Financial Planning
Discover smart portfolio management tips for young investors to help shape a solid financial future through strategic planning and smart investment habits.| UK Startup Blog
Each week, we unpack the latest high-conviction trades from legendary investors — revealing what they’re doubling down on, cutting loose, or quietly walking away from.| The Acquirer's Multiple®
Timely insights on portfolio risk, inflation hedging, and market cycles—grounded in financial history and written for investment decision-makers.| CFA Institute Enterprising Investor
Explore a new approach to replicating private equity returns with daily liquidity, combining futures, dynamic asset allocation, and risk management overlays.| CFA Institute Enterprising Investor
The market has stopped applauding good intentions and started testing whether companies can withstand the world's mess.| CFA Institute Enterprising Investor
Rebalancing may help portfolios stay on target, but its predictability comes at a cost.| CFA Institute Enterprising Investor
Endowments heavily invested in alternatives are falling well behind low-cost indexed portfolios.| CFA Institute Enterprising Investor
Modern portfolio theory has taught professional investors the benefits of diversification. Maybe it is time to diversify in a more intentional way to reduce extreme market concentration.| CFA Institute Enterprising Investor
The debate over the inclusion of private investments in 401(k) plans is a hot topic. Are DC plans better off without them?| CFA Institute Enterprising Investor
Investment professionals must carefully consider how shareholder loans and intangible assets influence financial ratios, as these factors materially shape the post-buyout financial landscape.| CFA Institute Enterprising Investor
Hedge funds can serve as legitimate diversifiers, but blind allocation is risky. Traditional risk measures like standard deviation and correlation don’t always capture the full picture.| CFA Institute Enterprising Investor
Discover how cutting-edge academic research becomes real-world investment strategy and explore award-winning insights from the Hillsdale–CFA Society Toronto Research Award.| CFA Institute Enterprising Investor
Private credit's accelerated growth raises critical questions about liquidity, transparency, and systemic risk.| CFA Institute Enterprising Investor
Think +1,000-bps high yield spreads are history? Marty Fridson shows why they could still hit that mark in the next recession.| CFA Institute Enterprising Investor
The headlines say active management is dead—but it’s quietly reshaping itself into SMAs, model portfolios, and personalized strategies wrapped in passive clothing.| CFA Institute Enterprising Investor
Every week, I talk with CEOs who tell me they want to speed up innovation. In fact, they want to schedule it. Recently a product leader shared with me an OKR to ship one major innovation each quarter, measured as “users will give each innovative feature a top rating.” This| Rich Mironov's Product Bytes
Here’s a curated look at where institutional investing is under strain—and where forward-looking strategies offer paths to improve performance, oversight, and alignment.| CFA Institute Enterprising Investor
As the equity risk premium declines, alpha becomes critical. Discover how investors can adapt through factor strategies and global diversification.| CFA Institute Enterprising Investor
Should you be using AI to trade stocks? Possibly, but only if you're using the right tools the right way. Here's how to do it right.| WallStreetZen
Whether it's to accept a cost price increase or to address a declining Net PPM. Cost Support Agreements (CSAs) have become the preferred choice in the| Consulterce
Is Tickeron's AI software worth it? In this detailed review, we explore what's great and what's not so great about the platform and whether or not it's right for you.| WallStreetZen
As tech product managers, we’re often pitching the need for larger development teams. There’s an implied revenue obligation, though, that we should understand. Here are some back-of-the-envelope numbers — in three steps — for a likely discussion with your CFO or General Manager. [1] R&D as a Portion of| Rich Mironov's Product Bytes
Unlock the secrets to predict market trends with AI. Find out how AI technology is revolutionizing stock market analysis for traders.| Coruzant Technologies
This product end-of-life recipe has been hiding on my hard drive for dog’s years, but never got published. It’s the natural companion to my Customer-Side EOL post. When it’s time to retire (aka sunset aka end-of-life aka put a fork in) a commercial product or service, here’| Rich Mironov's Product Bytes
Endowments have long been considered elite investors, but outdated strategies and skyrocketing costs are eroding their edge| CFA Institute Enterprising Investor
Our two previous posts noted that your development team will never, ever be big enough to catch up with your dreams (pushing us to The Law of Ruthless Prioritization [http://www.mironov.com/4laws1/]) and that all of the profits are in the nth copy (thus The Law of Build| Rich Mironov's Product Bytes
I’ve noticed a frequent executive-level misalignment of expectations across a range of software/tech companies, particularly in B2B/Enterprise companies and where Sales/Marketing is geographically far away from Engineering/Product Management. Let’s call it the software development deli counter problem [https://twitter.com/share?url=https://www.| Rich Mironov's Product Bytes
There’s a pattern I sometimes see at software companies, particularly those targeting enterprises or on the long march moving their installed base from on-premise to SaaS. The go-to-market materials present a glowing picture of well-planned products, but underneath there’s a jumble of mismatched pieces and arcane product history| Rich Mironov's Product Bytes
Post #1 noted that your development team will never, ever, ever be big enough to catch up with your dreams. – which led to The Law of Ruthless Prioritization. Here’s a second fundamental reality of software economics: All of the profits are in the nth copy or nth user. Building| Rich Mironov's Product Bytes
Newton taught us that gravity’s not just a good idea, it’s the law. I’ve spent a lot of the last decade with one foot in the engineering organization and the other with marketing/sales. While the two sides of the business communicate poorly, I think there’s| Rich Mironov's Product Bytes
Step by step guide on how to create a Google finance dividend portfolio template by utilizing Google Finance and Googlefinance functions| Tawcan
As a 1P vendor, you know that increasing your cost prices with Amazon can be difficult. The online retailer's price-follower strategy adds complexity to| Consulterce
Want to increase your sales and reduce out-of-stock rates on Amazon? You've come to the right place. Planning shopper demand and managing product| Consulterce
It’s been a while since the last new article appeared o [...]| Canadian Couch Potato
All investors care deeply about their returns, and with [...]| Canadian Couch Potato
The TD e-Series index mutual funds remain a useful alte [...]| Canadian Couch Potato
Thinking About Investing and the Economy Post-Pandemic| Joshua Kennon
