Currently 15 holdings in the portfolio. $2,408.64 in annual dividend income. Through the ups and downs of the market, income continues to grow. Hello and welcome to the October 2018 edition of my ...

There’s a reason I spend so much time managing my retirement portfolio. I know that Social Security is not going to pay for ...

Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. Many investors make portfolio adjustments, including rebalancing, as the year winds down. Joining me to discuss how to rebalance as we head ...

My portfolio strategy is very unique. It focuses mainly on 3 asset classes. One represents about 50% of the portfolio. Here's why. In today's article, I will share my asset allocation going into the ...

The test is to see which stock portfolios favour frequent updating (monthly or quarterly) and which ones do well with annual ...

If you’ve taken the time to decide on a target asset allocation—the mix of stocks, bonds, and cash in your portfolio—you’re probably ahead of many investors. But there’s a catch. Unless you’re ...

The past week saw major stock indexes plunge. It's natural to get rattled when these types of market events happen. I left my portfolio untouched this past week, and you may want to do the same. It's ...

An investor building a diversified portfolio is like an acrobat walking on a rope. If you focus too much on high-risk investments, you risk losing everything and falling off the rope into the abyss.

Are you dreaming of a life where your investments pay you back? It’s not a pipe dream. Let’s say your portfolio has $100,000 worth of dividend-paying stocks. Rather than just watching your money grow, ...

Our 2021 Bow Tie Nation portfolio is beating the market but it’s time to review to make sure we’re investing in the best stocks and making room for the stocks to buy that will continue to perform.

Balance risk and stability by diversifying across sectors, regions and asset types. Reassess and rebalance your portfolio regularly to stay aligned with your strategy. Your investment approach should ...