Hi Jan,
SpaceX's initial public offering, or IPO, has dominated financial headlines this year, and the excitement around it raises questions worth asking about any hot IPO. This week we look at what history tells us about newly public companies, why even a company you admire can turn out to be a poor investment at the wrong price, and how a deal this large can quietly change the way the index funds in your portfolio behave.
| | | | What Investors Should Know About IPOs A successful restaurant rarely opens its doors on the first day with every table filled and every reservation booked for the next six months. Even the best restaurants spend years refining their menu, building a reputation, and proving they deserve a loyal customer base. Investors, however, often expect newly public companies to justify valuations that already assume future success.
By Retirement Researcher | | | | How to Think About Benchmarking Your Portfolio Performance When it comes to investing, people often want a simple answer to a complex question: How is my portfolio doing? The truth is that most of your results ultimately depend on how you’ve chosen to structure your portfolio. Your choices, such as allocation between stocks and bonds, your balance between U.S. and international markets, and even whether you tilt toward large or small companies, drive the risk and return you experience. Ultimately, your portfolio structure will drive outcomes more than anything else you do day to day.
By McLean Asset Management
| | | | SpaceX, Mega-IPOs, and Indexing: When to Buy, When to Wait
Alex joins me to unpack the SpaceX IPO, including what makes a debut this large different from a typical one and why index funds don't all treat a new IPO the same way. We also get into why the Russell and the S&P could show noticeably different returns this year for reasons that have nothing to do with stock picking.
| | | | | | | | |
