Portfolio

Prepare Your Portfolio for a 50% Drop with Buffett and Munger’s Strategy

Personal Finance /
Prepare Your Portfolio for a 50% Drop with Buffett and Munger's Strategy

Charlie Munger, the former Berkshire Hathaway Inc. (BRK.A, BRK.B) vice chair and Warren Buffett’s long-time right-hand man, argued that investors must be prepared for a brutal reality: If you can’t stomach a 50% decline in your portfolio, you’ll never achieve exceptional results. While many hope for an easy path to wealth, Munger’s rule remains one […]

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Use This Stock Market Recipe for a Well-Diversified Portfolio

Personal Finance /
Use This Stock Market Recipe for a Well-Diversified Portfolio

Most kitchens are well-stocked with pantry staples, the foundation of all recipes. But every good chef knows that the best meals feature a variety of flavors, including some spice. Technique is important: Too much or too little of any single ingredient can make a big difference. The same approach applies to portfolios. Earlier this year,

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Is Your Portfolio at Risk?

Personal Finance /
Is Your Portfolio at Risk?

Your portfolio could be more vulnerable than the market’s march upward this year might make it look. Investors are piling into stocks despite relatively high interest rates, a slowing economy, and concerns over the potential for an AI bubble. Wall Street calls it the “run it hot” trade, and it’s pushing the S&P 500 index,

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The 60/40 Portfolio Is Out. The 50/30/20 Portfolio Plus AI Investing Is In.

Investment Tips /
The 60/40 Portfolio Is Out. The 50/30/20 Portfolio Plus AI Investing Is In.

Key Takeaways The 60/40 portfolio no longer reflects modern market dynamics, according to José Minaya of BNY. A better model is a 50/30/20 portfolio that balances equities, bonds, and alternatives, he says. AI-powered investing may help investors manage complexity and improve performance. For decades, the 60/40 portfolio—60% stocks and 40% bonds—was considered the gold standard

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Here’s How To Take Your Wine Investment Portfolio to the Next Level

Personal Finance /
Here’s How To Take Your Wine Investment Portfolio to the Next Level

Key Takeaways Diversifying a wine portfolio is essential to maximize liquidity and returns. Market intelligence is essential to track price trends, evaluate bottles, and follow the industry more broadly. Professional investment vehicles focused on the fine wine space can provide a hands-off approach, but come with added costs and risks. Adequately storing, insuring, and securing

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Should You Follow Buffett’s Latest Portfolio Moves?

Personal Finance /
Should You Follow Buffett’s Latest Portfolio Moves?

Key Takeaways In the second quarter of 2025, Berkshire added healthcare and cyclicals (including a new stake in UnitedHealth (UNH) while paring its megacap tech exposure, including Apple (AAPL) and a major bank. 13Fs are delayed and partial; they’re best for studying process and price discipline, not for trying to robotically mirror a famous institutional

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2026 is Almost Here: Is Your Portfolio Ready for These Investing Changes?

Personal Finance /
2026 is Almost Here: Is Your Portfolio Ready for These Investing Changes?

There’s never a dull moment for investors, between the earnings calendar, economic data and Fed meetings. And these days, the breakneck speed at which news is hitting the wires means we need to stay even more nimble. Some of these developments – such as the rapid shifts in tariff policy and on-again, off-again trade wars

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Interested in Stock Market Gains? Here’s the Average Stock Portfolio for People in Their 40s

Personal Finance /
Interested in Stock Market Gains? Here's the Average Stock Portfolio for People in Their 40s

Key Takeaways According to Empower, the average person in their 40s holds about half their portfolio in stocks, with the rest split between cash, alternative investments, and a small amount of bonds. In this age group, experts suggest you have about three times your current income saved for retirement and invest anywhere from 70% to

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How to Diversify Your Rental Portfolio for Financial Freedom Faster

Real Estate Buying & Selling /
How to Diversify Your Rental Portfolio for Financial Freedom Faster

You’ve built up (or are about to build) a rental portfolio, but something is telling you it’s time to pivot. Maybe you’ve gone too far into one strategy, like owning eight short-term rentals. Or you’re seeing new build-to-rent properties with low prices, low maintenance, and low interest rates, and thinking “hmm…that seems like a good

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