I wish I could say that I captured all the gains of IDR and ORLA, but I have taken profits along the way, and, in the case of ORLA, my entry point was not January 1, 2025. Crypto stank it up, and ...
Stock and stock fund allocations decreased 0.4 percentage points to 70.8%. Bond and bond fund allocations increased 0.4 percentage points to 14.4%. Cash allocations were unchanged at 14.8%. Individual ...
While the winners among asset classes keep rotating every year, the absence of any such pattern over the past 10 years reinforces the importance of asset allocation in building a balanced portfolio.
The swift seizure by the U.S. of Venezuela’s president ranks alongside other epoch-defining events that spells the end of a traditional asset allocation model, a team of strategists argue. A team of ...
There’s no single best way to construct a robust portfolio. While investment teams at wealth management firms often focus on client needs, those at asset management firms tend to build portfolios that ...
Oracle (ORCL) has shown significant rallies in its history. In 2025, it experienced more than a 50% increase within two months. Moreover, there were seven occasions when ORCL appreciated over 30% in ...
Forbes contributors publish independent expert analyses and insights. Building a platform to do the job of 1 million analysts LAS VEGAS - JANUARY 08: Comcast Corp. Chairman and CEO Brian L. Roberts ...
On December 17, Keefe Bruyette analyst Alex Bond lowered the firm’s price target on T. Rowe Price Group, Inc. (NASDAQ:TROW) to $115 from $117 and kept a Market Perform rating. The firm still expects a ...
T. Rowe Price Group, Inc. (NASDAQ:TROW) is among the best debt-free dividend stocks to invest in. On December 17, Keefe Bruyette analyst Alex Bond lowered the firm’s price target on T. Rowe Price ...
Annaly Capital just increased its dividend, a sign that the company is on solid financial footing. Falling interest rates could eventually help revive the housing market, making borrowing money less ...
Supporters holding up photos of Nicolas Maduro (left) and Franz Ferdinand. A strategist says Maduro's seizure is a modern-day Franz Ferdinand moment. The swift seizure by the U.S. of Venezuela's ...