Happy Monday! Ray Dalio doubled down on his "Holy Grail" investment strategy, stressing that a well-diversified portfolio of 10 to 15 uncorrelated assets can dramatically improve risk-adjusted returns. Here’s why Dalio’s approach could be a game-changer for investors — and how you can apply it to build lasting wealth. Also, check out these stocks that are quietly garnering momentum.

—Josh Enomoto

Plus, if you’re looking to invest in a new approach to advertising, check out today’s sponsor.

MARKET RECAP

Last Week: Stocks fell Thursday as weak PMI data and lower consumer sentiment fueled growth concerns, with the Dow weighed down by a sharp drop in UnitedHealth. Bond yields declined as investors moved into Treasuries, while Chinese tech stocks rallied on strong Alibaba earnings.

On Our Radar: After absorbing multiple events last week, economists will turn their eyes toward Tuesday’s consumer confidence report. On the earnings front, blockchain miner Riot Platforms and hot healthcare specialist Tempus AI will disclose their results after Monday’s closing bell.

TOP STORY

Ray Dalio's 'Holy Grail' Investment Strategy: Why 10-15 Diversified Investments Could Make You a Fortune

Ray Dalio reinforced his belief that true investment success comes from balancing risk through diversification, urging investors to focus on uncorrelated assets rather than chasing recent winners.

Here’s how his "Holy Grail" strategy could help you navigate market volatility — and why it might be the key to long-term financial growth.

SPONSORED CONTENT

From Innovating To Protecting Its Shareholders: Alpha Modus’s Strategy To Transform The Retail Market

Alpha Modus Holdings Inc. (NASDAQ: AMOD) is aiming to transform the in-store shopping experience for consumers and brands through its AI-generated advertising technology. From digital signage to smart inventory systems, brands that work with Alpha Modus get real-time, actionable data on consumer sentiment at the point of sale. 

The company is also teaming up with fintechs like CashXAI Inc. to develop in-store kiosks targeted at the millions of unbanked consumers in America. If that’s not enough, it's also filing patent infringement cases to protect its IP and pushing back against short sellers in the market. 

To celebrate its progress, the company geared up to ring the closing bell at the Nasdaq on Feb. 20. To learn more about Alpha Modus’s progress in transforming the retail experience, click here. 

This is a paid ad. Please see 17b disclosure here for more information.

FIVE ZINGERS

Windfall Profits: Industrial conglomerate Berkshire Hathaway released its annual report showing a huge spike in operating earnings. See which sectors enjoyed the biggest lift.

Danger Ahead: Author Robert Kiyosaki sounded the alarm, warning about the "everything bubble." Learn about which asset classes are most under the potential firing line.

Cold Water: Investing expert Ross Gerber warned about a severe correction in Tesla stock. Discover where he anticipates the security could end up.

Fear Factor: Microsoft co-founder Bill Gates outlined key challenges for future generations. Read about the concerns that keep him up at night.

Cutting Deals: Apple CEO Tim Cook has pledged a significant investment in the U.S. while supporting domestic production. Here's the catalyst sparking the strategic shift.

SPECIAL OFFER

5 Stocks Investors Secrety Monitor But Don’t Talk About Yet

Each week, Benzinga’s Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.

Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With countless methods available to retail traders, the challenge often lies in sifting through the abundance of information to uncover new opportunities and understand why certain stocks should be of interest.

Sempra (SRE): The utility company saw an increase in interest from Benzinga readers during the week. The company will report fourth-quarter financial results next week. Analysts expect the company to report earnings per share of $1.60, up from $1.13 in last year's fourth quarter, according to data from Benzinga Pro. The company has missed analyst estimates for earnings per share in two straight quarters, while beating in eight of the last 10 quarters overall. Analysts expect the company to report fourth-quarter revenue of $4.36 billion. The company has missed analyst estimates in six straight quarters and seven of the last 10 quarters overall. Sempra's report could be followed closer than normal, given the company's presence in the California market where wildfires took place.

The stock was up around 3% for the week, as seen in the Benzinga Pro chart below. Shares are up 21% over the last year.

To keep reading, and get the other four Whisper Index stocks, sign up for Benzinga Edge here.

SPONSORED CONTENT

LogicMark’s AI-Driven Monitoring Devices Protect Users From Falls

LogicMark Inc. (NASDAQ: LGMK) is on a mission to empower people to live independent and safe lives, and it has AI partly to thank. 

The company, which makes personal emergency response systems (PERS), health communications devices and IoT technologies, is no stranger to AI, incorporating it into two of its popular monitoring devices the Freedom Alert Max and the Freedom Alert Mini. The devices can detect falls and call for help, sending loved ones or EMS to the exact location of the fall. 

But it doesn’t end there. LogicMark is on a mission to create a connected care platform driven by AI and it has the pedigree to do that.  To learn more about LogicMark’s use of AI in its monitoring devices, click here. 

This is a paid ad. Please see 17b disclosure here for more information.

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