One Stock George Soros Sold That You Might Want to Buy

After acquiring shares in the fourth quarter of 2013, Soros Fund Management sold its entire position in Q1 2014. Why?

Jun 9, 2014 at 7:35PM

Every quarter, large money-managers have to disclose what they've bought and sold via 13F filings. While Fools don't always (or even usually) follow what the big money does, we can often glean an idea or two by tracing their footsteps.

Soros Fund Management had an incredible 40-year record of success as a hedge fund, and even now that it only manages the wealth of George Soros and his family, it's still watched closely. In the short video below, Foolish contributor Jason Hall talks about the fund's recent move to sell off its stake in Bank of America (NYSE:BAC), having just initiated it the quarter before. Jason says that even though Soros' fund sold its stake -- and probably at a 20%-25% profit -- Bank of America looks like an undervalued business for patient investors, especially when compared to peers like Wells Fargo & Company (NYSE:WFC)

For more on Jason's take, check out the video below. 

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Jason Hall owns shares of Wells Fargo. The Motley Fool recommends Bank of America and Wells Fargo. The Motley Fool owns shares of Bank of America and Wells Fargo and has the following options: short June 2014 $48 puts on Wells Fargo. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

A Financial Plan on an Index Card

Keeping it simple.

Aug 7, 2015 at 11:26AM

Two years ago, University of Chicago professor Harold Pollack wrote his entire financial plan on an index card.

It blew up. People loved the idea. Financial advice is often intentionally complicated. Obscurity lets advisors charge higher fees. But the most important parts are painfully simple. Here's how Pollack put it:

The card came out of chat I had regarding what I view as the financial industry's basic dilemma: The best investment advice fits on an index card. A commenter asked for the actual index card. Although I was originally speaking in metaphor, I grabbed a pen and one of my daughter's note cards, scribbled this out in maybe three minutes, snapped a picture with my iPhone, and the rest was history.

More advisors and investors caught onto the idea and started writing their own financial plans on a single index card.

I love the exercise, because it makes you think about what's important and forces you to be succinct.

So, here's my index-card financial plan:


Everything else is details. 

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