Today’s episode - Women Who Don’t Just Buy A Chanel

This is the second part of a series about Women in finance and investing. if you missed the first part, go ahead and check that episode here.

Make sure to read yesterday's and the previous episodes since I have a random gift occasionally. Be sure to grab them!

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Good Morning! 💹 

From shattering glass ceilings on Wall Street to leading billion-dollar investment firms, women are reshaping the financial world. This newsletter dives into the inspiring stories of trailblazing female investors and explores the stocks that capture their attention. Prepare to be empowered by their journeys and gain valuable insights into building a portfolio that reflects your financial aspirations and values.

Let's find out!

Before diving into the drama, why not consider our profitable gaming industry-focused portfolio? One thing is for sure, the Gaming Industry is for both men and women!

Let's take note of this well-constructed portfolio focused on the gaming industry, comprising 31 strong stocks. The year-to-date gain is +29.47%. If you had invested in these 31 solid stocks five years ago, the gain would be +244.79%, with an annualized return of +25.78%.

One of the assets in this portfolio is Applovin Corp (APP), which has grown to 83.87% in the past six months. Take a look at the chart below:

Applovin Corp is just one of the 31 stocks that have yielded a +29.47% return year to date. Consider exploring the other stocks to determine their suitability for your investment portfolio.

Disclaimer: This newsletter is for informational purposes only and should not be considered financial advice. Please consult with a financial advisor before making any investment decisions.

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Trailblazing Women in Finance: Leading the Way & Investing for Impact

Women have significantly impacted the investment world, shattering old stereotypes and taking leadership roles in previously male-dominated industries. In this course, we will explore the journeys of some of the top female investors, highlighting their achievements and their contributions to shaping the modern financial landscape. In addition, we will discuss the stocks that have gained popularity among female investors due to their focus on sustainability, innovation, and diversity.

Dawn Fitzpatrick: From Stock Clerk to Hedge Fund Leader

Dawn Fitzpatrick, one of the most powerful women in finance today, began her career in the 1990s at O'Connor & Associates. She started humbly, working as a clerk on the American Stock Exchange floor. O'Connor, a specialized hedge fund, was later acquired by UBS, where Fitzpatrick continued her rise through the ranks. Her incredible talent and dedication eventually led her to head UBS's internal hedge fund, where she became one of the few women to ever lead such a major financial institution.

In 2017, Fitzpatrick joined Soros Fund Management as its chief investment officer (CIO), marking another high point in her career. She is known for her sharp analytical skills and long-term investment strategies, which have been pivotal in managing the Soros family’s fortune. Fitzpatrick’s journey exemplifies persistence, strategic thinking, and breaking through the glass ceiling in an industry that traditionally had very few female leaders.

Other Women in Finance

Many other women have followed in Fitzpatrick’s footsteps, leading major investment firms and shaping the financial world.

Muriel Siebert: The First Woman of Finance

Muriel Siebert was a trailblazer in the 1960s, becoming the first woman to own a seat on the New York Stock Exchange (NYSE). Known as the "First Woman of Finance," Siebert broke countless barriers, establishing her own brokerage firm. Though she never graduated from college, Siebert’s tenacity and ambition helped her climb to the top of the financial world, paving the way for future generations of women.

Mellody Hobson: Co-CEO of Ariel Investments

Mellody Hobson serves as co-CEO and president of Ariel Investments, one of the largest Black-owned asset management firms. Hobson, who joined Ariel in 1991, became president by the time she was 31 years old. She oversees a firm managing nearly $15 billion in assets and has made diversity and inclusion core parts of her leadership vision. Hobson also serves on the boards of Starbucks and JPMorgan Chase, demonstrating her extensive influence across various industries.

Abigail Johnson: Leading Fidelity Investments

Abigail Johnson is another formidable name in finance. As the CEO of Fidelity Investments, one of the largest asset managers globally, she oversees $4.8 trillion in assets. Under her leadership, Fidelity has diversified its investment offerings, including an early entry into cryptocurrency custodial services in 2018. Johnson has been instrumental in driving Fidelity’s evolution from a traditional stock-picking firm to a leader in passive investments, ETFs, and index funds.

Cathie Wood: The Visionary Behind ARK Investments

Cathie Wood, the CEO and CIO of ARK Investment Management, is known for her bold predictions and willingness to invest in disruptive technologies. Her firm focuses on innovation-driven companies, particularly those in AI, biotech, and renewable energy sectors. Despite some skepticism about her unorthodox approach, Wood has managed to deliver impressive returns, making her one of the most well-known figures in the ETF world.

Other Leading Female Investors:

• Deborah Farrington – Co-founder of StarVest Partners, she was an early investor in software companies like NetSuite.

• Sonal Desai – CIO of Franklin Templeton, overseeing more than $200 billion in assets.

• Suzanne Shank – Co-founder of Siebert Williams Shank & Co., a top minority-owned investment bank.

Stocks Popular Among Female Investors

1. Accenture PLC (ACN)

Accenture is a global consulting and professional services company known for its strong commitment to sustainability and innovation. With a focus on technology and digital transformation, Accenture has attracted many female investors due to its dedication to creating sustainable value for its clients and its push for gender equality in leadership roles.

• Why Women Like It: Sustainability initiatives, innovation in tech, and a strong growth trajectory.

2. The Hershey Company (HSY)

Hershey, a leader in the global confectionery market, is another favorite among female investors. Known for its iconic brands, Hershey places a strong emphasis on corporate social responsibility, including sourcing ethically-produced cocoa and supporting the communities in which it operates. The company has a solid history of consistent dividend payments, making it an attractive option for investors seeking reliable income.

• Why Women Like It: Ethical sourcing practices, dividend consistency, and strong brand recognition.

3. General Dynamics Corp. (GD)

General Dynamics, a prominent aerospace and defense company, offers a diversified portfolio of services that include aviation, combat systems, and shipbuilding. Female investors are drawn to General Dynamics due to its strong performance and its commitment to technological innovation.

• Why Women Like It: Diversification, technological advancement, and consistent financial returns.

4. GSK PLC ADR (GSK)

GSK is a major global healthcare company known for its focus on research and development, especially in vaccines and pharmaceuticals. The company is also recognized for its leadership in addressing global health challenges and its commitment to sustainability.

• Why Women Like It: Strong R&D pipeline, focus on global health, and sustainable practices.

5. Bumble Inc. (BMBL)

As a female-founded and women-led company, Bumble has become a symbol of female empowerment in the tech world. The dating app focuses on safety and respect, creating a platform where women make the first move. Bumble’s unique mission to foster respectful relationships resonates with many female investors.

• Why Women Like It: Female leadership, social impact, and a strong growth outlook in the tech sector.

In the past few decades, women have not only entered the investment world but also excelled in various sectors, such as hedge funds, venture capital, and asset management. 

By following these successful women investors and choosing stocks that align with your values, you can craft a portfolio that achieves financial goals and supports a better future.

The information presented here is for informational purposes only and should not be construed as financial advice. Always consult with a qualified financial advisor before making any investment decisions.  

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Remember: Investing is a journey, not a destination. It's about making informed decisions, managing risk, and staying committed to your long-term goals. So, take the time to research, experiment, and find the perfect recipe for your balanced portfolio.

Cheers to wealth, wisdom, and a dash of madness!

The Investing Wise Academy Team

Disclaimer: This newsletter is for informational purposes only and should not be considered financial advice. Please consult with a financial advisor before making any investment decisions.

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