Discover how to calculate covariance to assess stock relationships and optimize your portfolio, balancing risk and potential ...

For people in their 60s, retirement accounts typically hold more than $300,000 in stocks on average—but the median balance is closer to about $100,000. Taxable brokerage accounts vary widely, but ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

REITs deliver a bond-like income stream via steady dividend income. They also produce equity-like returns as their share prices rise. REITs can outperform bonds without increasing your portfolio's ...

My dividend growth portfolio, launched in 2021, was initially designed as a 'Never Sell' long-term wealth builder. Life changes, including a move to Albania and new tax considerations, prompted a ...

We will explore some of the reasons why a stock-only portfolio may no longer be sufficient and some of the modern ...

In this article, we will take a look at some of the best energy stocks for a reitrement stock portfolio. Retirement is a significant milestone in life, and preparing for it requires thoughtful ...

First Trust Utilities AlphaDEX® Fund ETF is rated a strong buy due to its strong 2025 performance and AlphaDEX stock selection methodology. FXU outperformed traditional utilities ETFs and the S&P 500, ...

We finished 2025 with a wide difference in the returns of the S&P 500 Index and the Dow Jones Industrial Average (16% vs 13%). While the “Dow 30” often gets maligned as an obsolete index that gives ...

We believe Copart (CPRT) stock could represent a solid value investment. Currently, it is trading below the average valuation, while demonstrating acceptable revenue growth and strong profit margins ...