My preferred strategy is to establish positions in high conviction growth and turnaround stocks. Minimum position size for the portfolio is 2.5% (reserved for starter buys and speculative stocks).

Retirees should consider both income and capital preservation in their portfolios. My recommended portfolio is designed to minimize volatility and maximize total return. The recommended portfolio for ...

Model portfolios continue to gain traction with financial advisors. Approximately $424 billion follows model portfolios as of June 2023, a 48% increase from $286 billion two years prior[1]. With this ...

That was one of the pieces of feedback from my recent article about short- and intermediate-term portfolios, which mainly leaned on Fidelity funds for their fixed-income holdings. But Vanguard also ...

That old Wall Street saying refers to talking up one’s own holdings. The practice is common, if a little crass. I try to refrain from touting my own holdings too much. Still, readers often ask, “Well, ...

State Street Global Advisors is aiming to grow its model-portfolio business fivefold in as many years as off-the-shelf investment strategies boom across Wall Street. The asset manager is targeting ...

FactSet recently announced the launch of FactSet Model Center, their new no-cost marketplace for wealth advisors to access the industry’s best-of-breed investment solutions within a single, integrated ...