#portfolio
14 stories

Retirement Portfolio Needs $2,400 Monthly Income
Three ETFs create fixed $2,400 monthly income for retirees at age 67.
24/7 Wall St. · 1m

Design Supply Chains as Portfolio of Options
Companies use real options to adapt supply chains during trade volatility.
Harvard Business Review · 1m

Why Rebalancing Your Portfolio Might Be a Headline Reaction
37% of Americans plan to change portfolios this year, but most changes react to headlines, not strategy.
Kiplinger · 1m

At 68 With $780,000, Do You Live on Dividends or Sell Shares?
Three ETFs let retirees balance dividend income with share sales without selling at a loss.
24/7 Wall St. · 1m

Virtus Convertible Funds Trade Widely Apart
Virtus convertible funds NCZ and NCV trade unusually far apart despite similar portfolios.
Seekingalpha · 1m

How Much Capital for $130k Salary Dividends
Replace $130k salary with dividends: $1.3M at 10% yield vs $3.7M at 3.5% yield.
Yahoo Finance · 1m

VYM ETF Holds But 3-ETF Mix Outperforms
VYM's steady dividend lags behind a 3-ETF portfolio for better returns.
Seekingalpha · 1m

What's Your Investing Style?
7 investing styles explained for your portfolio.
Kiplinger · 1m

Ken Langone's Eli Lilly Stock Bet
Ken Langone predicts Eli Lilly stock hits $2,000 in 3-4 years, surpassing Home Depot's value.
24/7 Wall St. · 1m

Portfolio Size for $9,300 Monthly Income
How much portfolio needed to generate $9,300 monthly from three income buckets?
24/7 Wall St. · 1m

IDT Q4 Profit Growth Shows Portfolio Shift Working
IDT's Q4 profit growth signals successful shift to higher-margin businesses.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m

How Much to Invest for $200k Salary Dividends
Replace $200k salary with dividends: 3.5% yield needs $5.7m, 12% needs $1.67m.
24/7 Wall St. · 1m

Beyond 60/40: what a direct oil and gas stake actually buys
An oil and gas CEO argues real diversification is about what drives an asset's value, not how many funds you own.
Kiplinger · 3m

The Real Price of a $7,600 Dividend Check
What it actually costs to buy $91,200 a year in dividend income, and what you give up at every yield level.
Yahoo Finance · 1m