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From Barron's - Where to INVEST or SPEND $100K

edited October 2023 in Other Investing
I have these ad-hoc weekend posts when Barron's has several fund stories. But it seems that after the Funds Quarterly last week, Barron’s ran out of fund stories.

There are some interesting stories in the Supplement about what to do with a windfall of $100K - there have been similar threads on MFO. So, here they are:

GUIDE TO WEALTH Supplement has features on:

Where to INVEST $100K now with recommendations from Barron’s writers for less hyped AI play, Covid vaccines, EVs, retail, bond-ladders (ALB, BMWYY, BNTX, CMG, COST, ELF, ETN, F, IBM, MRNA, PFE, RIVN, TSLA, WMT; defined-maturity bond ETFs from BLK);

Where to SPEND $100K – charitable donations (DAFs; also direct, QCDs from IRAs), 529s for education, “cash” (online savings, money-market funds/accounts, T-Bills), home improvement, wedding/honeymoon, cruise;

Top picks by some professionals – ORCL (by NILES; less popular cloud play), VFC (by HARRINGTON; rebound story), COP (by NYGREN; inflation hedge), KKR (by ROBERTS; alternatives), INTC & INTU (AHLSTEN; rebound stories).

These are followed by state-by-state TOP Advisor Directory; TOP RIA Firms; TOP Advisory Teams.

(It's an ad Supplement after all. But Guide to Wealth Supplement is of much higher quality than most such Supplements.)

https://ybbpersonalfinance.proboards.com/thread/514/barron-october-16-2023-2

Direct Access (subscription may be required) https://www.barrons.com/advisor/topics/guide-to-wealth

Comments


  • Not sure PFE is a good buy right now given their post-close news on Friday. Maybe when the dust settles and/or the div gets cut, though....
  • ”Where to INVEST $100K now … “

    Didn’t we just discuss / debate this one? Barron's must be stealing ideas from the board.
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