Passive portfolios offer superior returns with less management and lower fees. Read about my three investments and asset allocation strategy...
Continue ReadingThe John Hancock Disciplined Value Fund outperformed the benchmark for 2024. Click here to read the full commentary...
Continue ReadingThe U.S. stock market delivered another strong performance in 2024 with the S&P 1500 Index returning 23.95% over the period...
Continue ReadingThe John Hancock Asset Allocation Fund's equity portfolio outperformed primarily due to favorable security selection in Q4 2024. Click here to read the full commentary...
Continue ReadingThe SaltLight FR Worldwide Flexible returned +20.35% in 4Q24 and +63.24% in 2024. Click here to read the full fund letter...
Continue ReadingAuxier Focus Fundâs Investor Class declined 2.06% in the fourth quarter 2024. Click here to read the full commentary...
Continue ReadingTiger Global's 13F reveals a $26.46B portfolio with top holdings in Meta, Microsoft & Alphabet. Read here for an update on additions and decreases...
Continue ReadingTesla faces declining market share, intense competition in China, and political risks. Read why I'm downgrading my rating for TSLA stock from Buy to Sell...
Continue ReadingNvidia Corporation faces slowing growth, competition, and rising expenses, making NVDA a less attractive long-term investment. Click for our earnings NVDA update...
Continue ReadingA high net worth dividend portfolio should prioritize capital preservation. Read more about an investment approach that offers diversification and helps generate extra income...
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