Portfolio

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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What Your Portfolio Says About You and Your Relationship with Risk

Personal Finance /
3d rendering of a red danger warning triangle sign surrounded by black triangles with exclamation points

They say you are what you eat – but you may also be what you invest in. That’s because your investment choices reveal more than just your portfolio’s strategy. They can reflect your personality, your fears and hopes, and most importantly, your relationship with risk. But while 80% of consumers understand the concept of investment

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I Built a $12K/Month Rental Portfolio While Working 9-5

Real Estate Buying & Selling /
I Built a $12K/Month Rental Portfolio While Working 9-5

After a fateful encounter with a real estate investor on vacation, Pratik Shah‘s eyes were opened to the possibilities of real estate investing. Now, just eight years later, he has a rental property portfolio producing $12,000 per month in pure profit. Even better, he accomplished it all while working a 9-to-5 job, buying rental properties

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The Hidden Bottleneck in Scaling Your Real Estate Portfolio

Real Estate Buying & Selling /
property manager

In This Article This article is presented by Allegion. Most investors think the hard part of real estate investing is finding deals—running the numbers, negotiating the price, getting financing. And yes, that’s the fun part. But if you’ve ever been woken up at 11 p.m. because a tenant is locked out, or lost half a

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