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SPMO tracks the S&P 500 Momentum Index, selecting the 100 stocks with the highest momentum scores. Check out why I maintain ...
Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $118.0, with a ...
Investors with horizons exceeding ten years can generally afford to take more calculated risks. Long-term horizons provide the luxury of time to recover from market downturns, allowing for higher ...
A ‘do-nothing’ portfolio trounced the performance of the average tactical allocation fund. There’s a lesson in that for jittery investors.
Range explores how Modern Portfolio theory and tax-loss harvesting combine to create a resilient and profitable investment ...
For much of the past decade, the S&P 500 has been a very difficult benchmark to beat. The S&P 500 has corrected, now what?
Directional investing, a strategy practiced by most private investors ... removes the investments from one's portfolio. For a buy-and-hold investor, this is often not the best course of action.
On the back of successfully acquiring a central London hotel in one of the city's most attractive growing sub-markets, Paddington, this strategic ... collaborative study spaces, and wellness ...
He has been managing and heading the portfolio management activities at SMC Private Wealth, where he ensures that every SMC client benefits significantly from his practical and pragmatic views.
Step 1 to reviewing your portfolio: Pick a core strategy—and stick to it! Here’s why it’s key!
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Plus, he had some funds concentrated in larger foreign companies and cheaper stocks. Not a classic portfolio, which would typically include an allocation of bonds for stability, but generally ...
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