Currently 15 holdings in the portfolio. $2,408.64 in annual dividend income. Through the ups and downs of the market, income continues to grow. Hello and welcome to the October 2018 edition of my ...

Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. Many investors make portfolio adjustments, including rebalancing, as the year winds down. Joining me to discuss how to rebalance as we head ...

Artificial intelligence has revolutionized almost every industry, and some firms are aiming to make it the decisive factor in your portfolio returns. Some people are turning to AI for automated ...

Balancing a portfolio involves allocating your assets—i.e., stocks, bonds, real estate, and cash—in a way that aligns with your financial goals, time horizon, and risk tolerance. The goal is to ...

Balancing your portfolio spreads your risks across asset classes. Checking your portfolio at regular intervals allows you to make tweaks as needed. A professional advisor can provide fresh eyes to ...

If you’ve ever wondered what percent of your portfolio should be in cash, you’re not alone. The answer depends on your age, goals and tolerance for risk — but most experts recommend keeping somewhere ...

There are two reasons I keep a lot of cash in my long-term portfolio. And before I go any further, I want to be clear that the cash I'm talking about is not my emergency fund. That's separate cash to ...

Balance risk and stability by diversifying across sectors, regions and asset types. Reassess and rebalance your portfolio regularly to stay aligned with your strategy. Your investment approach should ...