Portfolio Management

Insights on portfolio management, diversification strategy, asset allocation, long-term investing, and retirement planning.

This month
09:22
Taylor Swift, Beyoncé: The Summer Of Funflation

The Watch List

15 Sep 2023

Taylor Swift, Beyoncé: The Summer Of Funflation
The Watch List
15 Sep 202309:22
07:38
The Push For A Spot Bitcoin ETF

The Watch List

15 Sep 2023

The Push For A Spot Bitcoin ETF
The Watch List
15 Sep 202307:38
09:06
2024 Earnings Growth In Small To Mid-Cap Stocks

Morning Trade Live

15 Sep 2023

2024 Earnings Growth In Small To Mid-Cap Stocks
Morning Trade Live
15 Sep 202309:06
06:31
No Near-Term Bullishness With A Fatigued Market

The Watch List

14 Sep 2023

No Near-Term Bullishness With A Fatigued Market
The Watch List
14 Sep 202306:31
09:34
UFO: Investing In Space Race 2.0

Morning Trade Live

13 Sep 2023

UFO: Investing In Space Race 2.0
Morning Trade Live
13 Sep 202309:34
06:38
Auto Strike Impact Could Be In The Billions & Labor Concerns Are Mounting

The Watch List

12 Sep 2023

Auto Strike Impact Could Be In The Billions & Labor Concerns Are Mounting
The Watch List
12 Sep 202306:38
07:32
ALGM, SHLS: There Won't Be A Straight-Line Recovery

Market On Close

11 Sep 2023

ALGM, SHLS: There Won't Be A Straight-Line Recovery
Market On Close
11 Sep 202307:32
06:26
Collapsing Chinese Real Estate Mammoths Is Impacting Global GDP Projections

Trading 360

08 Sep 2023

Collapsing Chinese Real Estate Mammoths Is Impacting Global GDP Projections
Trading 360
08 Sep 202306:26
07:16
Is This "Biotech Winter" Worse Than Others? Stocks To Watch

Morning Trade Live

08 Sep 2023

Is This "Biotech Winter" Worse Than Others? Stocks To Watch
Morning Trade Live
08 Sep 202307:16
05:21
Apple (AAPL) Stock Under Pressure With China Ban & Upcoming "Wonderlust" Event

Morning Trade Live

08 Sep 2023

Apple (AAPL) Stock Under Pressure With China Ban & Upcoming "Wonderlust" Event
Morning Trade Live
08 Sep 202305:21
13:06
Earnings Overcome Interest Rates As Driver Of Stocks

Morning Trade Live

08 Sep 2023

Earnings Overcome Interest Rates As Driver Of Stocks
Morning Trade Live
08 Sep 202313:06
14:45
DocuSign (DOCU) Stock Rises After Earnings Beat, RH (RH) Beats Earnings But Stock Slides

Market On Close

08 Sep 2023

DocuSign (DOCU) Stock Rises After Earnings Beat, RH (RH) Beats Earnings But Stock Slides
Market On Close
08 Sep 202314:45
07:52
Apple (AAPL) Stock Down After China iPhone Use Ban

Fast Market

06 Sep 2023

Apple (AAPL) Stock Down After China iPhone Use Ban
Fast Market
06 Sep 202307:52
11:39
Crude Oil Vs Natural Gas Price: Diversification Importance

Futures

06 Sep 2023

Crude Oil Vs Natural Gas Price: Diversification Importance
Futures
06 Sep 202311:39
13:31
China To Boost Chip Industry & Potential Australia LNG Strikes Impact On Natural Gas

Morning Trade Live

05 Sep 2023

China To Boost Chip Industry & Potential Australia LNG Strikes Impact On Natural Gas
Morning Trade Live
05 Sep 202313:31
08:37
There's No Reason For Folks To Sell Stocks

Market On Close

01 Sep 2023

There's No Reason For Folks To Sell Stocks
Market On Close
01 Sep 202308:37
06:20
Stock Market Growth With Stabilized Inflation

Market On Close

01 Sep 2023

Stock Market Growth With Stabilized Inflation
Market On Close
01 Sep 202306:20
09:24
The Chances The Fed Is Done Raising Rates

Morning Trade Live

01 Sep 2023

The Chances The Fed Is Done Raising Rates
Morning Trade Live
01 Sep 202309:24
Last month
09:51
Build-A-Bear (BBW) President & CEO On Company Growth

Market On Close

31 Aug 2023

Build-A-Bear (BBW) President & CEO On Company Growth
Market On Close
31 Aug 202309:51
10:47
Will Bad News Being Good News For Fed Policy Persist?

Morning Trade Live

31 Aug 2023

Will Bad News Being Good News For Fed Policy Persist?
Morning Trade Live
31 Aug 202310:47
05:45
Over 50% Chance Of Recession & Fast Followers To Bitcoin ETF

Trading 360

30 Aug 2023

Over 50% Chance Of Recession & Fast Followers To Bitcoin ETF
Trading 360
30 Aug 202305:45
06:35
AECOM Capital (ACM) CEO On Real Estate Benefiting From Chip Boom

The Watch List

29 Aug 2023

AECOM Capital (ACM) CEO On Real Estate Benefiting From Chip Boom
The Watch List
29 Aug 202306:35
10:04
Hawaiian Electric (HE) Down 65% This Month After Maui Wildfires

Morning Trade Live

29 Aug 2023

Hawaiian Electric (HE) Down 65% This Month After Maui Wildfires
Morning Trade Live
29 Aug 202310:04
09:45
AMC To Raise Equity With APE Shares

Morning Trade Live

25 Aug 2023

AMC To Raise Equity With APE Shares
Morning Trade Live
25 Aug 202309:45
12:08
Chess, Checkers, or Go? What's China's Next Move?

Morning Trade Live

24 Aug 2023

Chess, Checkers, or Go? What's China's Next Move?
Morning Trade Live
24 Aug 202312:08
08:06
A Recession Is A Focal Point Of Concern

The Watch List

21 Aug 2023

A Recession Is A Focal Point Of Concern
The Watch List
21 Aug 202308:06
11:52
The Magic Barbell Strategy In Treasuries

Morning Trade Live

21 Aug 2023

The Magic Barbell Strategy In Treasuries
Morning Trade Live
21 Aug 202311:52
10:28
CANC, ROYA: Some Trends In Thematic ETFs

Morning Trade Live

18 Aug 2023

CANC, ROYA: Some Trends In Thematic ETFs
Morning Trade Live
18 Aug 202310:28
03:18
CVS Health (CVS) Discontinues Caremark & Applied Materials (AMAT) Earnings Preview

Trading 360

17 Aug 2023

CVS Health (CVS) Discontinues Caremark & Applied Materials (AMAT) Earnings Preview
Trading 360
17 Aug 202303:18
10:08
China Weakness Impact On U.S. Economy Is Less Severe Than It Could Have Been

Morning Trade Live

17 Aug 2023

China Weakness Impact On U.S. Economy Is Less Severe Than It Could Have Been
Morning Trade Live
17 Aug 202310:08
06:30
Active ETFs Using A.I. To Pick Stocks

The Watch List

16 Aug 2023

Active ETFs Using A.I. To Pick Stocks
The Watch List
16 Aug 202306:30
07:12
ZBRA, TMO: Came Into 2Q With Lots Of Optimism & A Bullish Outlook

The Watch List

16 Aug 2023

ZBRA, TMO: Came Into 2Q With Lots Of Optimism & A Bullish Outlook
The Watch List
16 Aug 202307:12
08:11
36% Of Workers Plan To Delay Retirement Due To Spending Conditions

Morning Trade Live

16 Aug 2023

36% Of Workers Plan To Delay Retirement Due To Spending Conditions
Morning Trade Live
16 Aug 202308:11
10:55
Difficult Buy The Dip Trade

Morning Trade Live

15 Aug 2023

Difficult Buy The Dip Trade
Morning Trade Live
15 Aug 202310:55
10:35
The Demand For Chinese Consumer Goods Has Yet To Pick Up Appreciably

Morning Trade Live

14 Aug 2023

The Demand For Chinese Consumer Goods Has Yet To Pick Up Appreciably
Morning Trade Live
14 Aug 202310:35
06:41
Opportunity Abounds In Energy & Financials

The Watch List

11 Aug 2023

Opportunity Abounds In Energy & Financials
The Watch List
11 Aug 202306:41
03:42
Tapestry (TPR) Announces Agreement To Buy Capri Holdings (CPRI) & Ralph Lauren (RL) Earnings

The Watch List

10 Aug 2023

Tapestry (TPR) Announces Agreement To Buy Capri Holdings (CPRI) & Ralph Lauren (RL) Earnings
The Watch List
10 Aug 202303:42
07:57
Trinity Capital (TRIN) President & CIO On Specialty Lending

Trading 360

10 Aug 2023

Trinity Capital (TRIN) President & CIO On Specialty Lending
Trading 360
10 Aug 202307:57
04:38
What's The Best Way To Position Your Portfolio?

The Watch List

09 Aug 2023

What's The Best Way To Position Your Portfolio?
The Watch List
09 Aug 202304:38
07:15
If Energy Costs Go Up, You Can't Expect The Price Of Goods To Cost Less

The Watch List

09 Aug 2023

If Energy Costs Go Up, You Can't Expect The Price Of Goods To Cost Less
The Watch List
09 Aug 202307:15
09:34
Bumble (BMBL) & Match Group (MTCH): Are Dating Apps On A Downfall?

Morning Trade Live

09 Aug 2023

Bumble (BMBL) & Match Group (MTCH): Are Dating Apps On A Downfall?
Morning Trade Live
09 Aug 202309:34
07:41
U.S. Economy Is Less Interest-Rate Sensitive

The Watch List

06 Aug 2023

U.S. Economy Is Less Interest-Rate Sensitive
The Watch List
06 Aug 202307:41
05:25
Strong Labor Market With A Resilient Consumer

The Watch List

06 Aug 2023

Strong Labor Market With A Resilient Consumer
The Watch List
06 Aug 202305:25
08:53
More Bad News On Rates Is A Good Hedge With Short Bonds

Futures

04 Aug 2023

More Bad News On Rates Is A Good Hedge With Short Bonds
Futures
04 Aug 202308:53
06:34
Hennessy Stance ESG ETF (STNC) Holdings Highlight: MSFT, UHS, DHR

The Watch List

03 Aug 2023

Hennessy Stance ESG ETF (STNC) Holdings Highlight: MSFT, UHS, DHR
The Watch List
03 Aug 202306:34
06:25
QCOM & QRVO Stocks Fall After Earnings

Morning Trade Live

03 Aug 2023

QCOM & QRVO Stocks Fall After Earnings
Morning Trade Live
03 Aug 202306:25
07:29
Things Are Looking Good, But Mind The Euphoria

The Watch List

02 Aug 2023

Things Are Looking Good, But Mind The Euphoria
The Watch List
02 Aug 202307:29
06:11
SolarEdge (SEDG) & Match Group (MTCH) Post Earnings Beat

Morning Trade Live

02 Aug 2023

SolarEdge (SEDG) & Match Group (MTCH) Post Earnings Beat
Morning Trade Live
02 Aug 202306:11
This year
07:00
DKNG, PENN, MGM, CZR: Growth In Gaming & Casino Stocks

Morning Trade Live

31 Jul 2023

DKNG, PENN, MGM, CZR: Growth In Gaming & Casino Stocks
Morning Trade Live
31 Jul 202307:00
08:59
Inflation May Tick Up In 4Q

Morning Trade Live

28 Jul 2023

Inflation May Tick Up In 4Q
Morning Trade Live
28 Jul 202308:59
05:54
UPS & Teamsters Union Avoided Strike, Reach Tentative Labor Deal

Trading 360

27 Jul 2023

UPS & Teamsters Union Avoided Strike, Reach Tentative Labor Deal
Trading 360
27 Jul 202305:54
16:42
META, LRCX, CMG: Earnings Just Released

Market On Close

26 Jul 2023

META, LRCX, CMG: Earnings Just Released
Market On Close
26 Jul 202316:42
06:20
Xerox (XRX) Cash Flow Metrics Positive After Earnings

Next Gen Investing

25 Jul 2023

Xerox (XRX) Cash Flow Metrics Positive After Earnings
Next Gen Investing
25 Jul 202306:20
06:33
Roper Technologies (ROP) Rises After 2Q Earnings

Market On Close

21 Jul 2023

Roper Technologies (ROP) Rises After 2Q Earnings
Market On Close
21 Jul 202306:33
07:59
Employment Rate Remains At Historic Lows, Defying Expectations During High Inflation

The Watch List

18 Jul 2023

Employment Rate Remains At Historic Lows, Defying Expectations During High Inflation
The Watch List
18 Jul 202307:59
07:33
IBM, MSFT, ATVI: Tech Leaning Into A.I. Could Help Earnings

Trading 360

18 Jul 2023

IBM, MSFT, ATVI: Tech Leaning Into A.I. Could Help Earnings
Trading 360
18 Jul 202307:33
04:55
Morgan Stanley (MS) Beats Earnings & PNC Financial (PNC) Misses On Revenue

Morning Trade Live

18 Jul 2023

Morgan Stanley (MS) Beats Earnings & PNC Financial (PNC) Misses On Revenue
Morning Trade Live
18 Jul 202304:55
08:05
Stocks Remain In "Melt-Up" Mode Driven By Inflation

Market On Close

14 Jul 2023

Stocks Remain In "Melt-Up" Mode Driven By Inflation
Market On Close
14 Jul 202308:05
07:01
Investors Bullish Amidst Recession Fatigue & Victory In Inflation Progress

The Watch List

14 Jul 2023

Investors Bullish Amidst Recession Fatigue & Victory In Inflation Progress
The Watch List
14 Jul 202307:01
09:11
Fixed Income Spread Could Have Room To Widen In Event Of Economic Disappointment

Market On Close

12 Jul 2023

Fixed Income Spread Could Have Room To Widen In Event Of Economic Disappointment
Market On Close
12 Jul 202309:11
07:41
The Biggest Of Big Tech: Nasdaq-100 Rebalance

The Watch List

12 Jul 2023

The Biggest Of Big Tech: Nasdaq-100 Rebalance
The Watch List
12 Jul 202307:41
06:02
Mid-Year Retirement Checkup: Balancing Offense & Defense

The Watch List

12 Jul 2023

Mid-Year Retirement Checkup: Balancing Offense & Defense
The Watch List
12 Jul 202306:02
10:24
Publicis Sapient CEO On Uses For A.I. In Financial Services

Morning Trade Live

12 Jul 2023

Publicis Sapient CEO On Uses For A.I. In Financial Services
Morning Trade Live
12 Jul 202310:24
07:56
Bullish On Uber (UBER): Added To Evercore ISI TAP Outperform List

Next Gen Investing

11 Jul 2023

Bullish On Uber (UBER): Added To Evercore ISI TAP Outperform List
Next Gen Investing
11 Jul 202307:56
04:40
Icahn Unties Personal Loans From Trading Price Of IEP & HELE Earnings

The Watch List

10 Jul 2023

Icahn Unties Personal Loans From Trading Price Of IEP & HELE Earnings
The Watch List
10 Jul 202304:40
08:29
Apple (AAPL) Continues To Expand Production Beyond China

Next Gen Investing

10 Jul 2023

Apple (AAPL) Continues To Expand Production Beyond China
Next Gen Investing
10 Jul 202308:29
14:58
META, T, BSX: Technical Trends & What Investors Need To Know

Trading 360

10 Jul 2023

META, T, BSX: Technical Trends & What Investors Need To Know
Trading 360
10 Jul 202314:58
03:51
Riot Platforms (RIOT) Soars After Production & Operations Updates

Market On Close

07 Jul 2023

Riot Platforms (RIOT) Soars After Production & Operations Updates
Market On Close
07 Jul 202303:51
07:11
DraftKings (DKNG) Backdrop & Improved Efficiency Could Drive Upside

Next Gen Investing

07 Jul 2023

DraftKings (DKNG) Backdrop & Improved Efficiency Could Drive Upside
Next Gen Investing
07 Jul 202307:11
06:22
PARA & WBD: TV Ad Downturn Is Imminent, BABA Affiliate Fined $984M

Morning Trade Live

07 Jul 2023

PARA & WBD: TV Ad Downturn Is Imminent, BABA Affiliate Fined $984M
Morning Trade Live
07 Jul 202306:22
11:26
Tesla (TSLA) Pledges Against High Pricing & Levi (LEVI) Earnings Released

Market On Close

06 Jul 2023

Tesla (TSLA) Pledges Against High Pricing & Levi (LEVI) Earnings Released
Market On Close
06 Jul 202311:26
08:33
All That Glitters Is Gold: Gold Holds About $1,900 Level

Futures

06 Jul 2023

All That Glitters Is Gold: Gold Holds About $1,900 Level
Futures
06 Jul 202308:33
07:32
AI Has Been A Powerful Catalyst For Growth

Trading 360

06 Jul 2023

AI Has Been A Powerful Catalyst For Growth
Trading 360
06 Jul 202307:32
11:06
Abacus Life (ABL) CEO On Life Insurance Liquidation For Consumers

Morning Trade Live

06 Jul 2023

Abacus Life (ABL) CEO On Life Insurance Liquidation For Consumers
Morning Trade Live
06 Jul 202311:06
06:15
Keep Exposure To Higher Quality Large-Cap Names: FOMC Minutes Takeaways

The Watch List

05 Jul 2023

Keep Exposure To Higher Quality Large-Cap Names: FOMC Minutes Takeaways
The Watch List
05 Jul 202306:15
05:10
Digital Assets like ETH and Bitcoin Could Be the Remedies To Mitigate Loss Of Purchasing Power

Trading 360

05 Jul 2023

Digital Assets like ETH and Bitcoin Could Be the Remedies To Mitigate Loss Of Purchasing Power
Trading 360
05 Jul 202305:10
11:58
Negatives To Look Out For: Inflation Is Still Up

Morning Trade Live

03 Jul 2023

Negatives To Look Out For: Inflation Is Still Up
Morning Trade Live
03 Jul 202311:58
09:00
Nasdaq Trends, Diversify & Hold Onto Positions

Futures

03 Jul 2023

Nasdaq Trends, Diversify & Hold Onto Positions
Futures
03 Jul 202309:00
Older
featured
06:09
TESLA, NEXTX, RIVN: How To Invest In Green Economy Stocks

Market On Close

24 Dec 2022

featured
TESLA, NEXTX, RIVN: How To Invest In Green Economy Stocks
Market On Close
24 Dec 202206:09
07:33
Paramount Global (PARA) Downgraded By Loop Capital

Next Gen Investing

23 Dec 2022

Paramount Global (PARA) Downgraded By Loop Capital
Next Gen Investing
23 Dec 202207:33
08:33
Fixed Income Is Looking Attractive For Young Investors In 2023

Trading 360

23 Dec 2022

Fixed Income Is Looking Attractive For Young Investors In 2023
Trading 360
23 Dec 202208:33
07:06
The Bear Market May Not Have Started Yet

Trading 360

23 Dec 2022

The Bear Market May Not Have Started Yet
Trading 360
23 Dec 202207:06
14:22
NEM, RTX, DE: Technical Trends & How To Trade

Trading 360

22 Dec 2022

NEM, RTX, DE: Technical Trends & How To Trade
Trading 360
22 Dec 202214:22
07:19
How Intense Will The "Banner Year" & Economic Downturn Be?

Market On Close

22 Dec 2022

How Intense Will The "Banner Year" & Economic Downturn Be?
Market On Close
22 Dec 202207:19
09:05
META, VZ, VWO, LAD: Top Picks For 2023

The Watch List

21 Dec 2022

META, VZ, VWO, LAD: Top Picks For 2023
The Watch List
21 Dec 202209:05
07:27
Retirement Portfolio Advice For End Of Year

The Watch List

21 Dec 2022

Retirement Portfolio Advice For End Of Year
The Watch List
21 Dec 202207:27
07:17
Diversification Isn't Always A Free Lunch: Learned Lessons In 2022

Trading 360

21 Dec 2022

Diversification Isn't Always A Free Lunch: Learned Lessons In 2022
Trading 360
21 Dec 202207:17
04:57
Not All Debt Is Bad: Financial Tips For Young People & Young Parents

Next Gen Investing

21 Dec 2022

Not All Debt Is Bad: Financial Tips For Young People & Young Parents
Next Gen Investing
21 Dec 202204:57
08:03
TSLA, RIVN, XPEV: The Wild Ride For Electric Vehicle Stocks

Next Gen Investing

20 Dec 2022

TSLA, RIVN, XPEV: The Wild Ride For Electric Vehicle Stocks
Next Gen Investing
20 Dec 202208:03
05:48
World Wrestling Entertainment (WWE) Up For Contract Renewal Deal, Stock Rises

Market On Close

19 Dec 2022

World Wrestling Entertainment (WWE) Up For Contract Renewal Deal, Stock Rises
Market On Close
19 Dec 202205:48
featured
06:22
Tesla (TSLA) Or Twitter (TWTR)? A Wild Year For Elon Musk

Market On Close

19 Dec 2022

featured
Tesla (TSLA) Or Twitter (TWTR)? A Wild Year For Elon Musk
Market On Close
19 Dec 202206:22
06:36
Walmart (WMT), Altria Group (MO): Stock Picks Amid Inflation

The Watch List

19 Dec 2022

Walmart (WMT), Altria Group (MO): Stock Picks Amid Inflation
The Watch List
19 Dec 202206:36
15:32
LLY, LNG, BABA: How To Trade & Technical Trends

Trading 360

19 Dec 2022

LLY, LNG, BABA: How To Trade & Technical Trends
Trading 360
19 Dec 202215:32
07:03
Futures Trends To Watch In The Markets

Futures

17 Dec 2022

Futures Trends To Watch In The Markets
Futures
17 Dec 202207:03
08:54
The Best Way To Construct A Portfolio For Today's Market

Morning Trade Live

17 Dec 2022

The Best Way To Construct A Portfolio For Today's Market
Morning Trade Live
17 Dec 202208:54
05:53
Where Investors Should Turn During Times Of Volatility

Trading 360

17 Dec 2022

Where Investors Should Turn During Times Of Volatility
Trading 360
17 Dec 202205:53
08:40
Adobe (ADBE) Revenue Rises 10% Y/Y

Next Gen Investing

16 Dec 2022

Adobe (ADBE) Revenue Rises 10% Y/Y
Next Gen Investing
16 Dec 202208:40
06:29
Defensive Investors In Low Volatility & Treasury Bond ETFs

The Watch List

16 Dec 2022

Defensive Investors In Low Volatility & Treasury Bond ETFs
The Watch List
16 Dec 202206:29
06:49
Consumers Are Dipping Into Personal Savings More & More

Trading 360

15 Dec 2022

Consumers Are Dipping Into Personal Savings More & More
Trading 360
15 Dec 202206:49
08:04
Braze (BRZE) CEO On Customer-Centric Interactions With Brands

Morning Trade Live

15 Dec 2022

Braze (BRZE) CEO On Customer-Centric Interactions With Brands
Morning Trade Live
15 Dec 202208:04
07:45
The Duckhorn Portfolio (NAPA) CEO On Luxury Wines

Trading 360

15 Dec 2022

The Duckhorn Portfolio (NAPA) CEO On Luxury Wines
Trading 360
15 Dec 202207:45
08:02
Positive & Negative Asbury 6 Metrics & What That Means For Volatility

Morning Trade Live

15 Dec 2022

Positive & Negative Asbury 6 Metrics & What That Means For Volatility
Morning Trade Live
15 Dec 202208:02
09:51
Lennar (LEN) Earnings Preview As Shares It Highest Point & How To Trade

Morning Trade Live

15 Dec 2022

Lennar (LEN) Earnings Preview As Shares It Highest Point & How To Trade
Morning Trade Live
15 Dec 202209:51
08:31
EEM: What Recent Volatility Suggests For Investors

Morning Trade Live

15 Dec 2022

EEM: What Recent Volatility Suggests For Investors
Morning Trade Live
15 Dec 202208:31
05:39
Keros Therapeutics (KROS) Shows Promising Drug Data

Market On Close

14 Dec 2022

Keros Therapeutics (KROS) Shows Promising Drug Data
Market On Close
14 Dec 202205:39
07:43
DFUV, JPM, XOM, ELV: Don't Try To Outguess The Market

Market On Close

12 Dec 2022

DFUV, JPM, XOM, ELV: Don't Try To Outguess The Market
Market On Close
12 Dec 202207:43
09:17
Is Powell Serious About Taking "Pain" Upfront?

The Watch List

09 Dec 2022

Is Powell Serious About Taking "Pain" Upfront?
The Watch List
09 Dec 202209:17
08:03
Areas Of Development & Growth To Keep On Your Radar

Morning Trade Live

09 Dec 2022

Areas Of Development & Growth To Keep On Your Radar
Morning Trade Live
09 Dec 202208:03
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