Core-Satellite Investing Tips

Photo by PiggyBank / Unsplash

Today is Monday, March 14, 2022.

New to this newsletter? Sign up here.

Core-Satellite Investing Tips

Core-satellite investing allows someone to passively invest while also adding some active positions, according to www.inthegameinvesting.com blogger and investing expert Theresa Bedford in a new episode of the Early Bird podcast.

The Core: While core-satellite investing allows investors to beat the market without timing the market, it does increase risk and requires research on your part, according to Bedford.

Above: Bedford says that dollar-cost averaging, another investing strategy, involves investing a fixed amount of money over time in the same funds and stocks.

Pros and Cons: The advantage with dollar-cost averaging is that investors won’t miss out on gains, Bedford says, but it could result in an investor buying a stock when the price is high.

Final Thoughts: What investing advice does Bedford offer in 2022? Find out by listening to a new episode of the Early Bird podcast.

Notables

Notable Earnings Today: Coupa Software (Nasdaq: COUP), D Local (Nasdaq: DLO), Whole Earth Brands (Nasdaq: FREE), Vail Resorts (NYSE: MTN), AVEO Pharmaceuticals (Nasdaq: AVEO), Calavo Growers (CVGW), CorEnergy Infrastructure Trust (NYSE: CORR), Adaptimmune Therapeutics (Nasdaq: ADAP), Gitlab (Nasdaq: GTLB), Super League Gaming (Nasdaq: SLGG), Westport Fuel Systems (Nasdaq: WPRT), Crawford (NYSE: CRD.A), Digital Media Solutions (NYSE: DMS), Helius Medical Technologies (Nasdaq: HSDT), ONE Group Hospitality (Nasdaq: STKS).

Notable IPOs Today: KnightSwan Acquisition Corporation (NYSE: KNSW), DUET Acquisition Corp. Class A Common Stock (NASDAQ: DUET), HCM Acquisition Corp Class A Ordinary Shares (Nasdaq: HCMA), Esports Entertainment Group Inc. Warrant (Nasdaq: GMBLZ), POET Technologies Inc. Common Shares (Nasdaq: POET).

Notable Equity Crowdfunding Campaigns Ending Today: MEXI Craft Tequila Seltzer (StartEngine), Dental Dash by Woobie (Wefunder), Everybody Water (StartEngine).

Notable Economic Events Today: N/A.

JD.com Buys Logistics Company

Photo by Adrian Sulyok / Unsplash

In an effort to grow its logistics business, JD.com (Nasdaq: JD) announced Sunday that it is acquiring Deppon Logistics (SHA: 603056).

Details: The acquisition, made through JD.com’s logistics arm, will cost $9 billion yuan, which is worth over $1.4 billion.

Background: It’s been a rough time for the Chinese e-commerce company. Fears of potential delisting and other economic concerns have caused the stock of JD.com to fall 38% in the past six months.

Numbers: Meanwhile, shares of Deppon (which trades in Shanghai) are up 31% in the past few weeks.

Final Thoughts: JD.com reported negative financial earnings last week, as revenue growth slowed and expenses went up.

Recent IPO Investing Trends

Where does the initial public offering market stand at this point in 2022?

Last Quarter: The fourth quarter of 2021 was record-breaking in terms of volume and total proceeds, according to a report from EY.

Sectors: Some of the most prolific IPO sectors to watch now include technology, health care, and industrials.

ROI: Since December, most of the stocks that had their IPOs have produced a negative return so far.

Final Thoughts: If these trends continue, it could be a bad year for IPOs.

Trends to Watch

Thank you for reading!

Forward to a friend and tell them to sign up here.

Want more investing tips? Listen to the podcast.

Questions or comments? Hit reply to reach out.