The Motley Fool

MAY 29, 2024

Create a diversified portfolio One of the easiest ways to build wealth is to create a diversified portfolio. Brokerages such as Charles Schwab , Fidelity Investments, and Vanguard provide investors with a lot of optionality when it comes to putting your money to work. The last part of this portfolio analysis includes bonds.

Taxes 245

Taxes Mutual Funds Passive Investors Accounting 245

The Big Picture

FEBRUARY 12, 2024

I’m the portfolio manager and I’m actually the only portfolio manager. But, but I view my, I i, I enjoy my analyst job as certainly as much as I enjoy the portfolio 00:18:07 [Speaker Changed] Manager job. There’s a million guys trying to do what you’re doing in addition to, to the hedge funds.

Capital 117

Capital Hedge Funds Funds Mutual Funds 117

The Big Picture

AUGUST 20, 2024

Initially I joined to help them manage their equity portfolio. 00:15:57 [Speaker Changed] Portfolio was 00:15:58 [Speaker Changed] The portfolio insurance components, right? So like down to the point the portfolio insurance was consuming somewhere around 30 to 40% of the, the volume on the s and p 500 on a normal basis.

Asset Management 69

Asset Management Assets Mutual Funds Bidding 69