In this video I look back at my stock portfolio's performance in 2020, look at why I am invested in the 6 positions I hold ...
There are definitely things I get wrong in my investment portfolio. But despite these missteps, my husband and I have managed to do just fine from a big-picture standpoint. Here’s what has worked for ...
I am positioning for a potential "lost decade." My portfolio is unique in that it focuses heavily on real assets. I also diversify with a concentrated stock portfolio and some alternative investments.
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How to conduct your own portfolio makeover

To find out if you're on track to reach your financial goals, review your current portfolio balance, combined with your ...
A well-rounded portfolio should include companies of different sizes, industries, and regions. Small-cap stocks and those in emerging markets tend to be on the higher-risk, higher-reward end. Mid-cap ...
There are about 45 stocks in my portfolio, but there are some I have far more money in than others. SoFi is my largest investment as we head into 2026 thanks to stellar stock performance over the past ...
A real estate investment trust (REIT) is a company that makes money by owning real estate. I'm a fan of REITs because they offer more than one opportunity to make money. For me, they're also a nice ...
There are definitely things I get wrong in my investment portfolio. I hold too much company stock and cash, and I don’t have the recommended allowance of bonds for a person my age. My record on ...
It's been another banner year on Wall Street, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite, respectively, higher by 14%, 16%, and 20% year-to-date. Although I've been a net ...
There are definitely things I get wrong in my investment portfolio. I hold too much company stock and cash, and I don’t have the recommended allowance of bonds for a person my age. My record on ...