Performance data shown represents past performance and is no guarantee of future results. Past performance is net of management fees and expenses and reflects reinvested dividends and distributions.

The estimated trade value stands at $4.14 million, and position increased by 158,852 shares. Quarter-end position value rose by $4.93 million, reflecting both share purchases and price movements.

I advocate owning iShares U.S. Treasury Bond ETF and iShares TIPS Bond ETF for efficient, low-cost diversification. Allocating to GOVT and TIP aligns your portfolio closer to Bridgewater’s All Weather ...

If you’ve been investing long enough, you’ve probably discovered one uncomfortable side of the markets, they don’t care about your plans. They rise, fall, stall, reverse, and do the exact opposite of ...