Author name: Jonathan Tacadena

Jonathan, with over 22 years of experience as an investment advisor, began in Futures in 2001, transitioned to Foreign Exchange, and has focused on Equities for over 15 years. He specializes in using derivatives like options to safeguard share portfolios and create additional income.

Pre-Market Pulse

Pre-Market Pulse 9th February – S&P500 touches 5000 and closes just under

The S&P 500 finished little changed on Thursday after briefly topping the 5,000 milestone for the first time on record.

The broad-based index edged up 0.06% to finish at 4,997.91 after reaching a high of 5,000.40 heading into the close. The Dow Jones Industrial Average rose 48.97 points, or 0.13%, to end at 38,726.33, while the Nasdaq Composite gained 0.24% to close at 15,793.71.

Balanced Portfolio

Balanced Portfolio Recommendation: Buy Worley Limited (WOR)

Adding WOR to Balanced Portfolio with a 3% allocation. WOR is a global company headquartered in Australia is a global provider of professional project and asset services in the energy, chemicals and resources sectors. As a knowledge-based service provider, they use their knowledge and capabilities to support the customers to reduce their emissions and move towards a low carbon future.

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