Profile - To The Moon

wen_pp

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- wen_ppwen_pp
  ·2022-02-16
  For those who were lost like me on how to sell the shares alloted by Tencent.https://www.laohu8.com/post/630931275?invite=M6IY2&lang=zh_CN
  @vdarmawan：
  $09618.SPO(09618.SPO)$09618.SPO is an SPO (Special payment order) stock and is not tradable at the moment, kindly wait until March 25, 2022 to close the position
  $09618.SPO(09618.SPO)$09618.SPO is an SPO (Special payment order) stock and is not tradable at the moment, kindly wait until March 25, 2022 to close the position
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- wen_ppwen_pp
  ·2021-07-12
  Looks promising.
  Sorry, this post has been deleted
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- wen_ppwen_pp
  ·2021-07-12
  Fair is a subjective word :D
  Musk arrives at trial over Tesla's $2.6 bln deal for SolarCity
  WILMINGTON, Del., July 12 (Reuters) - Elon Musk arrived at court on Monday to defend Tesla Inc's 201
  Musk arrives at trial over Tesla's $2.6 bln deal for SolarCity
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- wen_ppwen_pp
  ·2021-07-09
  Hope you like my 2cents worth: When all stocks are doing ok and everyone seems to be happy with the stable stock market then it's probably time to go into vix if it is relative low.
  Sorry, this post has been deleted
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- wen_ppwen_pp
  ·2021-07-06
  There is certainly some truth in it since quarterly futures on the market are the most actively traded futures month. Diff futures markets have diff quarter end dates, you might wanna know where are yours.
  What Does the End of the Quarter Mean for Portfolio Management?
  The "end of the quarter" refers to the conclusion of one of four specific three-month periods on the
  What Does the End of the Quarter Mean for Portfolio Management?
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those who were lost like me on how to sell the shares alloted by Tencent.https://www.laohu8.com/post/630931275?invite=M6IY2&amp;lang=zh_CN","listText":"For those who were lost like me on how to sell the shares alloted by Tencent.https://www.laohu8.com/post/630931275?invite=M6IY2&amp;lang=zh_CN","text":"For those who were lost like me on how to sell the shares alloted by Tencent.https://www.laohu8.com/post/630931275?invite=M6IY2&lang=zh_CN","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095768459","repostId":"9095619102","repostType":1,"repost":{"id":9095619102,"gmtCreate":1644892948375,"gmtModify":1676533972973,"author":{"id":"3580262636804877","authorId":"3580262636804877","name":"vdarmawan","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3580262636804877","authorIdStr":"3580262636804877"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/09618.SPO\">$09618.SPO(09618.SPO)$</a>09618.SPO is an SPO (Special payment order) stock and is not tradable at the moment, kindly wait until March 25, 2022 to close the position&nbsp;","listText":"<a href=\"https://ttm.financial/S/09618.SPO\">$09618.SPO(09618.SPO)$</a>09618.SPO is an SPO (Special payment order) stock and is not tradable at the moment, kindly wait until March 25, 2022 to close the position&nbsp;","text":"$09618.SPO(09618.SPO)$09618.SPO is an SPO (Special payment order) stock and is not tradable at the moment, kindly wait until March 25, 2022 to close the position","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9095619102","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146484764,"gmtCreate":1626096891958,"gmtModify":1703753277319,"author":{"id":"4088634378264260","authorId":"4088634378264260","name":"wen_pp","avatar":"https://static.tigerbbs.com/e35d9bf242e4c678fbbf5d15434f5f3a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088634378264260","authorIdStr":"4088634378264260"},"themes":[],"htmlText":"Looks promising.","listText":"Looks promising.","text":"Looks promising.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146484764","repostId":"1109601351","repostType":4,"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146489370,"gmtCreate":1626096720790,"gmtModify":1703753265703,"author":{"id":"4088634378264260","authorId":"4088634378264260","name":"wen_pp","avatar":"https://static.tigerbbs.com/e35d9bf242e4c678fbbf5d15434f5f3a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088634378264260","authorIdStr":"4088634378264260"},"themes":[],"htmlText":"Fair is a subjective word :D","listText":"Fair is a subjective word :D","text":"Fair is a subjective word :D","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/146489370","repostId":"2150362365","repostType":4,"repost":{"id":"2150362365","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1626096067,"share":"https://ttm.financial/m/news/2150362365?lang=&edition=fundamental","pubTime":"2021-07-12 21:21","market":"us","language":"en","title":"Musk arrives at trial over Tesla's $2.6 bln deal for SolarCity","url":"https://stock-news.laohu8.com/highlight/detail?id=2150362365","media":"Reuters","summary":"WILMINGTON, Del., July 12 (Reuters) - Elon Musk arrived at court on Monday to defend Tesla Inc's 201","content":"<p>WILMINGTON, Del., July 12 (Reuters) - Elon Musk arrived at court on Monday to defend Tesla Inc's 2016 acquisition of SolarCity against a lawsuit by shareholders seeking to recoup the $2.6 billion the company paid for the ailing solar panel maker.</p>\n<p>Musk is slated to take the witness stand this morning, kicking off a two-week trial in Wilmington, Delaware, before Vice Chancellor Joseph Slights, who will decide whether the SolarCity deal was fair to Tesla stockholders.</p>\n<p>The lawsuit by union pension funds and asset managers alleges the celebrity CEO strong-armed Tesla's board to buy SolarCity, just as it was about to run out of cash. Musk owned a 22% stake in SolarCity, which was founded by his cousins.</p>\n<p>Shareholders asked the court to order Musk, <a href=\"https://laohu8.com/S/AONE\">one</a> of world's richest people, to repay to Telsa what it spent on the deal, which would represent <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest judgments ever against an individual. However, even if the judge finds the deal was unfair, he could award a much lower amount of damages.</p>\n<p>Musk has argued the deal was fair and that it was negotiated by the Tesla board free of his influence and approved by fully informed stockholders.</p>\n<p>He touted the deal at the time as central to his \"Master Plan, Part Deux,\" which aims to reshape transportation by using sustainable energy to power fleets of self-driving electric vehicles.</p>\n<p>Legal experts said the judge will be looking for evidence that Musk threatened board members or that directors felt they could not stand up to him.</p>\n<p>The shareholders' lawsuit accuses Musk of dominating deal discussions, pushing Tesla to pay more for SolarCity and misleading shareholders about the deteriorating financial health of the solar panel maker.</p>\n<p>Central to the case will be allegations that Musk, who had a 22% stake in Tesla at the time of the deal, was nonetheless a controlling shareholder. If he was, it would impose a tougher legal standard and increase the likelihood the deal was unfair to shareholders.</p>\n<p>\"It would be a surprise to most people if the court were to come out and say that he doesn't control here,\" said Brian Quinn, a professor at Boston College Law School. \"Because he certainly acts like he does.\"</p>\n<p>Musk is expected to be questioned by shareholder attorney Randy Baron, who Musk called \"reprehensible\" at a testy 2019 deposition during which he also accused Baron of attacking sustainable energy, according to a transcript.</p>\n<p>When Baron asked if Musk bailed out SolarCity, Musk replied: \"You are a shameful person.\"</p>\n<p>Tesla's directors settled allegations from the same lawsuit last year for $60 million, paid by insurance, without admitting fault.</p>\n<p>Slights will likely take months before he issues a ruling.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Musk arrives at trial over Tesla's $2.6 bln deal for SolarCity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMusk arrives at trial over Tesla's $2.6 bln deal for SolarCity\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-07-12 21:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>WILMINGTON, Del., July 12 (Reuters) - Elon Musk arrived at court on Monday to defend Tesla Inc's 2016 acquisition of SolarCity against a lawsuit by shareholders seeking to recoup the $2.6 billion the company paid for the ailing solar panel maker.</p>\n<p>Musk is slated to take the witness stand this morning, kicking off a two-week trial in Wilmington, Delaware, before Vice Chancellor Joseph Slights, who will decide whether the SolarCity deal was fair to Tesla stockholders.</p>\n<p>The lawsuit by union pension funds and asset managers alleges the celebrity CEO strong-armed Tesla's board to buy SolarCity, just as it was about to run out of cash. Musk owned a 22% stake in SolarCity, which was founded by his cousins.</p>\n<p>Shareholders asked the court to order Musk, <a href=\"https://laohu8.com/S/AONE\">one</a> of world's richest people, to repay to Telsa what it spent on the deal, which would represent <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the largest judgments ever against an individual. However, even if the judge finds the deal was unfair, he could award a much lower amount of damages.</p>\n<p>Musk has argued the deal was fair and that it was negotiated by the Tesla board free of his influence and approved by fully informed stockholders.</p>\n<p>He touted the deal at the time as central to his \"Master Plan, Part Deux,\" which aims to reshape transportation by using sustainable energy to power fleets of self-driving electric vehicles.</p>\n<p>Legal experts said the judge will be looking for evidence that Musk threatened board members or that directors felt they could not stand up to him.</p>\n<p>The shareholders' lawsuit accuses Musk of dominating deal discussions, pushing Tesla to pay more for SolarCity and misleading shareholders about the deteriorating financial health of the solar panel maker.</p>\n<p>Central to the case will be allegations that Musk, who had a 22% stake in Tesla at the time of the deal, was nonetheless a controlling shareholder. If he was, it would impose a tougher legal standard and increase the likelihood the deal was unfair to shareholders.</p>\n<p>\"It would be a surprise to most people if the court were to come out and say that he doesn't control here,\" said Brian Quinn, a professor at Boston College Law School. \"Because he certainly acts like he does.\"</p>\n<p>Musk is expected to be questioned by shareholder attorney Randy Baron, who Musk called \"reprehensible\" at a testy 2019 deposition during which he also accused Baron of attacking sustainable energy, according to a transcript.</p>\n<p>When Baron asked if Musk bailed out SolarCity, Musk replied: \"You are a shameful person.\"</p>\n<p>Tesla's directors settled allegations from the same lawsuit last year for $60 million, paid by insurance, without admitting fault.</p>\n<p>Slights will likely take months before he issues a ruling.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150362365","content_text":"WILMINGTON, Del., July 12 (Reuters) - Elon Musk arrived at court on Monday to defend Tesla Inc's 2016 acquisition of SolarCity against a lawsuit by shareholders seeking to recoup the $2.6 billion the company paid for the ailing solar panel maker.\nMusk is slated to take the witness stand this morning, kicking off a two-week trial in Wilmington, Delaware, before Vice Chancellor Joseph Slights, who will decide whether the SolarCity deal was fair to Tesla stockholders.\nThe lawsuit by union pension funds and asset managers alleges the celebrity CEO strong-armed Tesla's board to buy SolarCity, just as it was about to run out of cash. Musk owned a 22% stake in SolarCity, which was founded by his cousins.\nShareholders asked the court to order Musk, one of world's richest people, to repay to Telsa what it spent on the deal, which would represent one of the largest judgments ever against an individual. However, even if the judge finds the deal was unfair, he could award a much lower amount of damages.\nMusk has argued the deal was fair and that it was negotiated by the Tesla board free of his influence and approved by fully informed stockholders.\nHe touted the deal at the time as central to his \"Master Plan, Part Deux,\" which aims to reshape transportation by using sustainable energy to power fleets of self-driving electric vehicles.\nLegal experts said the judge will be looking for evidence that Musk threatened board members or that directors felt they could not stand up to him.\nThe shareholders' lawsuit accuses Musk of dominating deal discussions, pushing Tesla to pay more for SolarCity and misleading shareholders about the deteriorating financial health of the solar panel maker.\nCentral to the case will be allegations that Musk, who had a 22% stake in Tesla at the time of the deal, was nonetheless a controlling shareholder. If he was, it would impose a tougher legal standard and increase the likelihood the deal was unfair to shareholders.\n\"It would be a surprise to most people if the court were to come out and say that he doesn't control here,\" said Brian Quinn, a professor at Boston College Law School. \"Because he certainly acts like he does.\"\nMusk is expected to be questioned by shareholder attorney Randy Baron, who Musk called \"reprehensible\" at a testy 2019 deposition during which he also accused Baron of attacking sustainable energy, according to a transcript.\nWhen Baron asked if Musk bailed out SolarCity, Musk replied: \"You are a shameful person.\"\nTesla's directors settled allegations from the same lawsuit last year for $60 million, paid by insurance, without admitting fault.\nSlights will likely take months before he issues a ruling.","news_type":1},"isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143636010,"gmtCreate":1625791015830,"gmtModify":1703748540792,"author":{"id":"4088634378264260","authorId":"4088634378264260","name":"wen_pp","avatar":"https://static.tigerbbs.com/e35d9bf242e4c678fbbf5d15434f5f3a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088634378264260","authorIdStr":"4088634378264260"},"themes":[],"htmlText":"Hope you like my 2cents worth:&nbsp;When all stocks are doing ok and everyone seems to be happy with the stable stock market then it's probably time to go into vix if it is relative low.&nbsp;","listText":"Hope you like my 2cents worth:&nbsp;When all stocks are doing ok and everyone seems to be happy with the stable stock market then it's probably time to go into vix if it is relative low.&nbsp;","text":"Hope you like my 2cents worth: When all stocks are doing ok and everyone seems to be happy with the stable stock market then it's probably time to go into vix if it is relative low.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/143636010","repostId":"1166950637","repostType":4,"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154598495,"gmtCreate":1625532970017,"gmtModify":1703743113734,"author":{"id":"4088634378264260","authorId":"4088634378264260","name":"wen_pp","avatar":"https://static.tigerbbs.com/e35d9bf242e4c678fbbf5d15434f5f3a","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088634378264260","authorIdStr":"4088634378264260"},"themes":[],"htmlText":"There is certainly some truth in it since quarterly futures on the market are the most actively traded futures month. Diff futures&nbsp;markets have diff quarter end dates, you might wanna know where are yours.","listText":"There is certainly some truth in it since quarterly futures on the market are the most actively traded futures month. Diff futures&nbsp;markets have diff quarter end dates, you might wanna know where are yours.","text":"There is certainly some truth in it since quarterly futures on the market are the most actively traded futures month. Diff futures markets have diff quarter end dates, you might wanna know where are yours.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154598495","repostId":"1155435134","repostType":4,"repost":{"id":"1155435134","pubTimestamp":1625483300,"share":"https://ttm.financial/m/news/1155435134?lang=&edition=fundamental","pubTime":"2021-07-05 19:08","market":"us","language":"en","title":"What Does the End of the Quarter Mean for Portfolio Management?","url":"https://stock-news.laohu8.com/highlight/detail?id=1155435134","media":"investopedia","summary":"The \"end of the quarter\" refers to the conclusion of one of four specific three-month periods on the","content":"<p>The \"end of the quarter\" refers to the conclusion of one of four specific three-month periods on the financial calendar. Thefour quartersend in March, or Q1; June, or Q2; September, or Q3; and December, or Q4. These are considered important times for investors. Many businesses, analysts, government agencies, and theFederal Reserverelease critical new data about various markets or economic indicators at the end of a quarter.</p>\n<p>There's a widely held belief in financial circles that hedge funds, pension funds, and insurance companies always rebalance their portfolios at the end of each quarter. While no proof or evidence has ever been put forward to confirm this practice or its prevalence, the very idea reinforces the concept that the end of a quarter is significant.</p>\n<p>Even if major financial players do not always rebalance at the end of quarters, many investors use this time to re-evaluate their ownportfolio management, changing which assets comprise the portfolio or setting new portfolio targets. Not only is it a good idea for investors to monitor their investments from time-to-time but rarely is so much new, actionable information released as during the end of a quarter.</p>\n<p>Rebalancing a Portfolio</p>\n<p>Rebalancinginvolves the periodic sale and purchase of assets within a portfolio to maintain a target ratio.2Consider an investor who wants his portfolio to be comprised of 50% growth stocks, 25% income stocks, and 25% bonds. If during Q1, the growth stocks outperform the other investments substantially, the investor may decide to sell some growth stocks or purchase more income stocks and bonds to bring the portfolio back to a 50-25-25 split.</p>\n<p>KEY TAKEAWAYS</p>\n<ul>\n <li>The end of the three-month period known as a financial quarter is considered an important time for investors.</li>\n <li>Companies, financial analysts, and government agencies (including the Fed) all release reports and critical data at the end of a quarter.</li>\n <li>Both retail and institutional investors often use the end of a quarter to re-evaluate and rebalance their portfolios.</li>\n</ul>\n<p>Traditional rebalancing involves trading the gains of well-performing assets, by selling high, for more low-performing assets, by buying low, at the end of each quarter. Theoretically, this serves to protect a portfolio from being too exposed or straying too far from its original strategy. However, pegging rebalances to the end of quarters relies on arbitrary calendar events which may not coincide with market movements. Nevertheless, the confluence of new reports that emerge at the end of quarters usually causes market reactions and should be of concern to most participants.</p>\n<p>Institutional Investors and Rebalancing</p>\n<p>It is not just individual investors who consider making portfolio moves at the end of quarters. Portfolio management is also important for institutional investors, like mutual funds and exchange-traded funds, or ETFs.3</p>\n<p>There are two forms of fund portfolio management: active and passive.4Passive funds generally peg their portfolios to market indexes and involve fewer changes in exchange for lower management fees. The end of a quarter is less significant for these types of funds, though if theirbenchmark indexeschange at this time, they will as well.</p>\n<p>Active funds have a manager or team of managers who take a more proactive approach to beat market average returns. These funds can be quite active during the end of quarters, especially if their portfolios need to be adjusted to meet their previously stated goals and strategies.</p>","source":"lsy1606203311635","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What Does the End of the Quarter Mean for Portfolio Management?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat Does the End of the Quarter Mean for Portfolio Management?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 19:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/ask/answers/122214/what-does-end-quarter-mean-portfolio-management.asp?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral><strong>investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The \"end of the quarter\" refers to the conclusion of one of four specific three-month periods on the financial calendar. Thefour quartersend in March, or Q1; June, or Q2; September, or Q3; and ...</p>\n\n<a href=\"https://www.investopedia.com/ask/answers/122214/what-does-end-quarter-mean-portfolio-management.asp?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.investopedia.com/ask/answers/122214/what-does-end-quarter-mean-portfolio-management.asp?utm_campaign=quote-yahoo&utm_source=yahoo&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155435134","content_text":"The \"end of the quarter\" refers to the conclusion of one of four specific three-month periods on the financial calendar. Thefour quartersend in March, or Q1; June, or Q2; September, or Q3; and December, or Q4. These are considered important times for investors. Many businesses, analysts, government agencies, and theFederal Reserverelease critical new data about various markets or economic indicators at the end of a quarter.\nThere's a widely held belief in financial circles that hedge funds, pension funds, and insurance companies always rebalance their portfolios at the end of each quarter. While no proof or evidence has ever been put forward to confirm this practice or its prevalence, the very idea reinforces the concept that the end of a quarter is significant.\nEven if major financial players do not always rebalance at the end of quarters, many investors use this time to re-evaluate their ownportfolio management, changing which assets comprise the portfolio or setting new portfolio targets. Not only is it a good idea for investors to monitor their investments from time-to-time but rarely is so much new, actionable information released as during the end of a quarter.\nRebalancing a Portfolio\nRebalancinginvolves the periodic sale and purchase of assets within a portfolio to maintain a target ratio.2Consider an investor who wants his portfolio to be comprised of 50% growth stocks, 25% income stocks, and 25% bonds. If during Q1, the growth stocks outperform the other investments substantially, the investor may decide to sell some growth stocks or purchase more income stocks and bonds to bring the portfolio back to a 50-25-25 split.\nKEY TAKEAWAYS\n\nThe end of the three-month period known as a financial quarter is considered an important time for investors.\nCompanies, financial analysts, and government agencies (including the Fed) all release reports and critical data at the end of a quarter.\nBoth retail and institutional investors often use the end of a quarter to re-evaluate and rebalance their portfolios.\n\nTraditional rebalancing involves trading the gains of well-performing assets, by selling high, for more low-performing assets, by buying low, at the end of each quarter. Theoretically, this serves to protect a portfolio from being too exposed or straying too far from its original strategy. However, pegging rebalances to the end of quarters relies on arbitrary calendar events which may not coincide with market movements. Nevertheless, the confluence of new reports that emerge at the end of quarters usually causes market reactions and should be of concern to most participants.\nInstitutional Investors and Rebalancing\nIt is not just individual investors who consider making portfolio moves at the end of quarters. Portfolio management is also important for institutional investors, like mutual funds and exchange-traded funds, or ETFs.3\nThere are two forms of fund portfolio management: active and passive.4Passive funds generally peg their portfolios to market indexes and involve fewer changes in exchange for lower management fees. The end of a quarter is less significant for these types of funds, though if theirbenchmark indexeschange at this time, they will as well.\nActive funds have a manager or team of managers who take a more proactive approach to beat market average returns. These funds can be quite active during the end of quarters, especially if their portfolios need to be adjusted to meet their previously stated goals and strategies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}