[Tree] Intergenerational wealth transfer in the US

Version 0.09 (2024-12-07 19:40:40.134000)

updates: Projected inheritance increases to $105 trillion

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Version 0.08 (2024-12-05 09:54:16.082000)

updates: Global billionaire wealth increased by 17% in 2024

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Version 0.07 (2024-06-14 04:58:15.864000)

updates: Integration of information about the dominance of tech billionaires in the Bloomberg Billionaires Index

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Version 0.06 (2024-02-14 20:17:03.115000)

updates: Strategies for picking stocks without relying on valuations

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Version 0.05 (2024-01-19 20:45:52.860000)

updates: The portfolio of stocks created by Globe readers as part of the Investing Club Challenge is performing exceptionally well. The portfolio's winning stocks, dominated by big technology companies like Nvidia Corp. and Shopify Inc., continue to rally, while the laggards are only experiencing modest losses. The Readers' Portfolio has generated a return of 29% since the start of the competition, outperforming major benchmarks like the S&P 500 and the TSX Composite Index. The top challenger in the competition is up 141% as of mid-January. The portfolio is also outperforming the Globe and Mail Hot List, which is light on big winners and heavy on mistakes.

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Version 0.04 (2024-01-12 05:18:12.153000)

updates: The impact of the Financial Times' stock picking competition on investing strategies

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Version 0.03 (2023-12-30 06:06:40.655000)

updates: Added investment tips for 2024

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Version 0.02 (2023-12-26 12:42:33.132000)

updates: The article "4 Technology Mutual Funds to Invest in With Rate Cuts in the Horizon" by Zacks Investment Research suggests investing in technology mutual funds and highlights the dominance of technology stocks in the market. It provides information on four technology mutual funds with a Zacks Mutual Fund Rank #1 or 2, positive three-year and five-year annualized returns, minimum initial investments within $5000, and low expense ratios. The funds mentioned are Fidelity Select Semiconductors (FSELX), DWS Science and Technology (KTCAX), Putnam Global Technology Fund (PGTAX), and Fidelity Advisor Semiconductors (FELIX).

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Version 0.01 (2023-12-22 02:17:52.513000)

updates: Tech-themed ETFs dominate in 2023, clean energy and China-related funds underperform

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Version 0.0 (2023-12-04 07:46:27.773000)

updates:

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