Month: September 2021

Grandma Should have Health Care And Staples heavy portfolio

In pre-deregulation days, Utility stocks were recommended for grandmas and widows. My recent article on the Utilities Select Sector SPDR ETF poked holes in that […]

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10 best-performing mutual funds in the last 5 years

While there are several investment options out there, mutual funds are one of the best and simplest avenues that offer sizable returns. It’s often said […]

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3 Ways to Protect Your Portfolio From a Stock Market Sell-Off

Investors have been faced with some volatile market swings recently, and there are risk factors on the horizon raising questions about what comes next. Market […]

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An Asset/Income Approach Suggests Attractive Return

This article suggests a valuation method based on book value and dividend to value well-established businesses as an asset plus income purchase. The method relies […]

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