The "60/40 portfolio" describes the composition of what most in the investment industry deem to be a balanced portfolio. The target allocation is 60% stocks and 40% bonds, explains Jonathan Lee, ...
A new bull market had been hinted at for several months now, but it became official on Jan. 19 when the S&P 500 closed at a new all-time high. The S&P 500 had already climbed more than 20% from the ...
Building a portfolio that pays you every month is something that millions of investors are striving for at this point. Yes, ...
Investors who regularly contribute new funds to their portfolio have an easy switch they can make. Your portfolio may be less diversified than you think. Just because a stock has run up doesn’t mean ...
I prioritize not losing money, generating 1%-3% monthly cash flow, and practicing emotional fluidity for disciplined investment decisions. My portfolio focuses on value stocks in Hong Kong, China, and ...
Investments with lower expected risk, as with bonds, will generate returns that mostly lag higher-risk assets, over time. Over the last year, the 10-Year Treasury yield has increased from 3.6% in ...
Oops! All equities — and no, that’s not the latest Cap’n Crunch flavor. We all know the classic 60/40 portfolio. While long a staple, some advisors argue it’s ...
Broadcom AVGO shares have surged 37.2% in the past month. The company is benefiting from an expanding portfolio, rich partner base, solid VMware business, strong balance sheet and impressive free cash ...
One of the more unforeseen changes in the post-COVID professional landscape is the growing trend of people being more focused on the “whole person,” their overall well-being and finding more balance ...
It's no secret that in today's job market, having a standout digital portfolio is more than just an asset - it's about getting the job vs. your competition, which is everyone. This is especially true ...
Overhauling a portfolio based only on a gut reaction to events is a great way to lose money. Having preset processes in place can help you keep calm even in the face of market volatility.