Asset management firm BlackRock recently suggested that the optimal Bitcoin allocation for a typical portfolio was 2%. Even a tiny allocation to Bitcoin can help to diversify a portfolio ...
While that sentiment certainly captures the essence of the issue, it provides little guidance on the practical implications that diversification plays as part of an investor's portfolio.
Since the table above should reflect the exact current composition of The Dividend Income Accelerator Portfolio, the portfolio allocations and $ amounts are not rounded up. The Dividend Income ...
Modern Portfolio Theory shows that the most efficient portfolio is one that includes everything that possibly can be invested in, including such alternative assets as collectibles. Many adherents ...
My top 10 portfolio holdings for 2025 currently account for 75% of my invested assets, excluding cash, and I'll be looking for them to outperform in what might be a challenging market. What's more ...
Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Just a couple of years ago in 2022, the 60% stock/40% bond portfolio seemed to fail investors, as both stocks and bonds finished the year ...
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the WisdomTree U.S. LargeCap Dividend Fund (Symbol: DLN) where we have ...