Browsing: portfolio

Palm Valley Capital Management, an investment management firm, has released the “Palm Valley Capital Fund” fourth-quarter 2025 investor letter. A copy of the letter can be…

If your portfolio is invested in exchange-traded funds, you may have had a very good 2025. The S&P 500 — the index tracked by the three…

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Key Takeaways Charlie Munger, who died in 2023 at the age of 99, argued that enduring an occasional 50% drop is crucial for any investor seeking…

This article was written byFollowI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is…

Key Takeaways For people in their 60s, retirement accounts typically hold more than $300,000 in stocks on average—but the median balance is closer to about $100,000.Taxable…

WBI Investments sold 82,398 shares, reducing the position by about $2.6 million. The firm still holds 160,664 shares valued at $6 million. VFLO now accounts for…

This article was written byFollow”Fundamental Options” would be the title of my investing style, because I combine fundamental analysis with the power of options. I use…

This article was written byFollowThe Value Portfolio specializes in building retirement portfolios and utilizes a fact-based research strategy to identify investments. This includes extensive readings of…

The Serious Fraud Investigation Office (SFIO) has launched an investigation against IndusInd Bank in connection with the discrepancies in its derivatives trade portfolio. The private lender…