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 ...

A new report from State Street Global Advisors shows how model portfolios are playing a pivotal role for advisors' practices, with more professionals using them to streamline portfolio management and ...

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, ...

In contrast with 2022, when cash was the only asset type in my Model Bucket Portfolios that landed in the black, every holding in all six of the portfolios delivered a positive return in 2023. (For my ...