The TACO Trade
Over the past few weeks, the most popular momentum trade on Wall St. has been dubbed, “The TACO Trade.” What is it, and how does it affect your portfolio?
How To Diversify An Equity Portfolio
"Help! I need to diversify my equity exposure!" Fortunately, we have lots of data and research to show which asset classes are helpful in adding diversification to a stock portfolio. Here are a few asset classes you may want to look into, and two that are wrongfully assumed to add diversification.
An Update on I-Bonds
Remember when I-bonds were all the rage?? If you purchased I-bonds in August of 2022 when a popular investing website article declared "Run, Don't Walk, for I-Bonds," your investment would be yielding 2.96% right now.
Passive Income Vol. 4: Bond Ladders
Bond ladders are a series of fixed income investments with different maturity dates. Over time you will receive interest payments, usually semi-annually, as well as your initial investment at maturity.
Passive Income Vol. 3: Preferred Stock
Not quite a bond, and not really equity, preferred stock sits between these two major portfolio building blocks in the capital stack. So why should you consider adding preferred stock to your portfolio?