A hypothetical stock portfolio has taken hands-off investing to a whole new level. Jeffrey Ptak, a chartered financial analyst (CFA) for Morningstar, recently devised a passive investment portfolio ...

Achieving $1,000 weekly in passive income from a $200,000 portfolio requires a focus on growth and reinvestment, beginning with realistic yield expectations and building a larger capital base.

Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...

As 2026 approaches, investors should prepare by focusing on quality stocks with strong fundamentals, blending growth and income investments, and maintaining some cash for flexibility. Emphasising ...

When you start a new job or classes at a new school, you initially lay out a plan for success. This could include setting milestones to hit at work after six months and one year or outlining the next ...

From the limited facts above, the likely question is when it’s appropriate to hand your investment portfolio over to an asset ...

Retirees can use market conditions to determine where to go for cash flows. Giles: Before we get into the topic of bucket maintenance, let’s discuss the bucket strategies. What is a Bucket portfolio, ...

When considering risk management in your portfolio it is important to recognize that a diversification strategy will serve as the heartbeat of a well-constructed portfolio and long-term financial plan ...

I’ve had a lot of time to think about this. And I’ve alluded to it many times here. And now that it is up and running, fully-invested and operational, what I refer to as my Yield At a Reasonable Price ...

Rebecca Rosenberg has 10+ years of experience as a writer and content strategist. She has written dozens of articles on retirement, financial planning, business, tech, and more. Rebecca has a master’s ...

Choosing the right asset allocation matters for achieving your investment goals. But it isn’t just set-it-and-forget-it. Rebalancing your portfolio from time to time is necessary to ensure that you ...

If you've ever opened your investment account and seen that your asset allocation differs from what you previously set, know this is normal. Over time, market movements naturally shift your asset mix, ...