The first time someone asked me to send them my portfolio, I responded, “I’m not an artist.” I had just finished performing a stand up set, and an audience member asked if I ever did freelance ...

It’s probably no surprise that, as a longtime equity analyst, I’m also a longtime equity investor. But despite my experience, I’m far from perfect. I’ve made my fair share of investing mistakes, some ...

A well-constructed retirement portfolio should balance equities and fixed income, targeting 75% equities and 25% fixed income for reduced volatility and strong returns. Equity exposure is diversified ...

As someone who writes about building portfolios for a living, I research many types of investments, from tried-and-true core holdings to more esoteric corners of the investment world. But what do I ...

If you read my column last week, you might have concluded that my investment portfolio is a mess. By my own admission, I hold too much company stock and too much cash, and I don’t have anything close ...

It's fair to say that 2022 has been a trying year for investors. And while the broad market has yet to officially enter bear market territory, my brokerage account balance is down about 25% year to ...

As someone who writes about building portfolios for a living, I do research on many types of investments, ranging from tried-and-true core holdings to more esoteric corners of the investment world. A ...

But the recent tech sell-off definitely took a toll on my portfolio. And even though I'm fairly diversified, because the broad market has been hit hard, my portfolio is down roughly 30% year to date.