Portfolio Management

Insights on portfolio management, diversification strategy, asset allocation, long-term investing, and retirement planning.

Last week
08:28
Impact of Apple (AAPL) & Nvidia (NVDA) Moving into Robotics

Market On Close

12 Apr 2024

Impact of Apple (AAPL) & Nvidia (NVDA) Moving into Robotics
Market On Close
12 Apr 202408:28
08:18
Tax Tips for Maximum Benefits

The Watch List

12 Apr 2024

Tax Tips for Maximum Benefits
The Watch List
12 Apr 202408:18
07:44
Ouster (OUST) CEO on Growing Lidar Technology Demand

The Watch List

12 Apr 2024

Ouster (OUST) CEO on Growing Lidar Technology Demand
The Watch List
12 Apr 202407:44
09:10
Avoid Tech & Communications in a Higher Rate Environment

Morning Trade Live

12 Apr 2024

Avoid Tech & Communications in a Higher Rate Environment
Morning Trade Live
12 Apr 202409:10
12:27
Mark Dow on How March CPI Affects Stocks

Market On Close

11 Apr 2024

Mark Dow on How March CPI Affects Stocks
Market On Close
11 Apr 202412:27
06:00
Arrived CEO on Owning Rental Homes & Vacation Rentals

The Watch List

11 Apr 2024

Arrived CEO on Owning Rental Homes & Vacation Rentals
The Watch List
11 Apr 202406:00
04:48
Opportunities in European-Based Stocks

Trading 360

11 Apr 2024

Opportunities in European-Based Stocks
Trading 360
11 Apr 202404:48
08:49
Improving Financial Confidence & Cutting Down on Impulse Spending

Next Gen Investing

11 Apr 2024

Improving Financial Confidence & Cutting Down on Impulse Spending
Next Gen Investing
11 Apr 202408:49
06:28
March CPI Came in Hotter-Than-Expected

The Watch List

10 Apr 2024

March CPI Came in Hotter-Than-Expected
The Watch List
10 Apr 202406:28
featured
07:31
How to Properly Juggle the Retirement Struggle

The Watch List

10 Apr 2024

featured
How to Properly Juggle the Retirement Struggle
The Watch List
10 Apr 202407:31
05:59
CPI Likely Pushed Off Interest Rate Cuts by the Fed

The Watch List

10 Apr 2024

CPI Likely Pushed Off Interest Rate Cuts by the Fed
The Watch List
10 Apr 202405:59
06:08
Growing Interest Around Real Estate

The Watch List

10 Apr 2024

Growing Interest Around Real Estate
The Watch List
10 Apr 202406:08
09:44
Hut 8 (HUT) CEO on How Bitcoin Halving Will Impact Miners

Morning Trade Live

10 Apr 2024

Hut 8 (HUT) CEO on How Bitcoin Halving Will Impact Miners
Morning Trade Live
10 Apr 202409:44
07:44
Energy is a Good, Strong Fundamental Story

The Watch List

08 Apr 2024

Energy is a Good, Strong Fundamental Story
The Watch List
08 Apr 202407:44
Last month
05:37
Home Depot (HD) Buying SRS Distribution for $18.25B

Morning Trade Live

28 Mar 2024

Home Depot (HD) Buying SRS Distribution for $18.25B
Morning Trade Live
28 Mar 202405:37
03:45
AMC Stock Drops After Announcing At-The-Market Program

Trading 360

28 Mar 2024

AMC Stock Drops After Announcing At-The-Market Program
Trading 360
28 Mar 202403:45
07:14
Lessons from the 1Q24 Rally

Trading 360

28 Mar 2024

Lessons from the 1Q24 Rally
Trading 360
28 Mar 202407:14
09:53
The State of the Current Bull Market

Morning Trade Live

27 Mar 2024

The State of the Current Bull Market
Morning Trade Live
27 Mar 202409:53
07:57
Record-Breaking Surge in Cocoa Futures

Futures

27 Mar 2024

Record-Breaking Surge in Cocoa Futures
Futures
27 Mar 202407:57
featured
05:40
Near-Term Catalysts to Watch for Bitcoin

The Watch List

26 Mar 2024

featured
Near-Term Catalysts to Watch for Bitcoin
The Watch List
26 Mar 202405:40
09:15
Reddit (RDDT) on the Move Up & Chip Stock Chatter

Market On Close

25 Mar 2024

Reddit (RDDT) on the Move Up & Chip Stock Chatter
Market On Close
25 Mar 202409:15
08:22
Focus On Income First And Growth Second

The Watch List

23 Mar 2024

Focus On Income First And Growth Second
The Watch List
23 Mar 202408:22
09:29
Investing In A High Yield Level Environment

Morning Trade Live

22 Mar 2024

Investing In A High Yield Level Environment
Morning Trade Live
22 Mar 202409:29
07:49
Stock Market Likes Rates At Current Levels In 2024

The Watch List

21 Mar 2024

Stock Market Likes Rates At Current Levels In 2024
The Watch List
21 Mar 202407:49
05:54
Bull Market Continues, Investors Are Cautiously Optimistic

Trading 360

20 Mar 2024

Bull Market Continues, Investors Are Cautiously Optimistic
Trading 360
20 Mar 202405:54
08:41
Inflation Influencing Fed Policy, Not Fed Policy Influencing Inflation

The Watch List

20 Mar 2024

Inflation Influencing Fed Policy, Not Fed Policy Influencing Inflation
The Watch List
20 Mar 202408:41
07:04
Emerging Markets Vs U.S.: Finding Cheaper Valuations

The Watch List

19 Mar 2024

Emerging Markets Vs U.S.: Finding Cheaper Valuations
The Watch List
19 Mar 202407:04
06:55
Even Hot A.I. Stocks Are Not Recession Resistant

Trading 360

18 Mar 2024

Even Hot A.I. Stocks Are Not Recession Resistant
Trading 360
18 Mar 202406:55
11:37
Market Euphoria? Gauging Investment Risks

Morning Trade Live

18 Mar 2024

Market Euphoria? Gauging Investment Risks
Morning Trade Live
18 Mar 202411:37
13:29
TTD, TSM, COST: Stocks to Watch

Trading 360

14 Mar 2024

TTD, TSM, COST: Stocks to Watch
Trading 360
14 Mar 202413:29
07:01
U.S. Dollar (/DX) at 2-Month Low: Key Levels to Watch

Futures

11 Mar 2024

U.S. Dollar (/DX) at 2-Month Low: Key Levels to Watch
Futures
11 Mar 202407:01
05:33
Retirement Strategies for Women

The Watch List

08 Mar 2024

Retirement Strategies for Women
The Watch List
08 Mar 202405:33
featured
07:07
Apple (AAPL) Terminates Epic Games’ Developer Account

The Watch List

07 Mar 2024

featured
Apple (AAPL) Terminates Epic Games’ Developer Account
The Watch List
07 Mar 202407:07
07:05
Financials Could Have a Good Year & Other Sectors to Watch

The Watch List

07 Mar 2024

Financials Could Have a Good Year & Other Sectors to Watch
The Watch List
07 Mar 202407:05
06:27
LLY, AMZN, BRK/B: Stocks to Watch

The Watch List

06 Mar 2024

LLY, AMZN, BRK/B: Stocks to Watch
The Watch List
06 Mar 202406:27
07:03
What a Strong Dollar Means for Your Portfolio

Trading 360

06 Mar 2024

What a Strong Dollar Means for Your Portfolio
Trading 360
06 Mar 202407:03
featured
07:29
Rally in A.I Stocks: What’s Next?

Morning Trade Live

06 Mar 2024

featured
Rally in A.I Stocks: What’s Next?
Morning Trade Live
06 Mar 202407:29
06:16
Elevated Volatility Could Be Here To Stay For A While

The Watch List

05 Mar 2024

Elevated Volatility Could Be Here To Stay For A While
The Watch List
05 Mar 202406:16
This year
07:08
Minimizing Downside Risk in the Current Market

Market On Close

29 Feb 2024

Minimizing Downside Risk in the Current Market
Market On Close
29 Feb 202407:08
06:14
C3.ai (AI) Stock Pops Due to Earnings & A.I. Popularity

The Watch List

29 Feb 2024

C3.ai (AI) Stock Pops Due to Earnings & A.I. Popularity
The Watch List
29 Feb 202406:14
10:55
BlackRock Talks New ETF & Fixed Income Opportunities

Morning Trade Live

29 Feb 2024

BlackRock Talks New ETF & Fixed Income Opportunities
Morning Trade Live
29 Feb 202410:55
featured
06:23
Bitcoin Surges: Are Inflation & Economic Landscape the Cause?

The Watch List

27 Feb 2024

featured
Bitcoin Surges: Are Inflation & Economic Landscape the Cause?
The Watch List
27 Feb 202406:23
featured
06:54
It's a Nvidia (NVDA) World & We Live in It

The Watch List

23 Feb 2024

featured
It's a Nvidia (NVDA) World & We Live in It
The Watch List
23 Feb 202406:54
06:07
10-Year Treasury Yield Touched 2024 Highs

Futures

23 Feb 2024

10-Year Treasury Yield Touched 2024 Highs
Futures
23 Feb 202406:07
06:14
A Lot of Room for Growth with Markets at All-Time Highs

Market On Close

22 Feb 2024

A Lot of Room for Growth with Markets at All-Time Highs
Market On Close
22 Feb 202406:14
07:14
Mindy McIntosh Tips to Prepare for Retirement

The Watch List

21 Feb 2024

Mindy McIntosh Tips to Prepare for Retirement
The Watch List
21 Feb 202407:14
05:50
What Comes Next for Fixed Income?

Trading 360

21 Feb 2024

What Comes Next for Fixed Income?
Trading 360
21 Feb 202405:50
07:15
Why Nvidia's (NVDA) Earnings Will Shape the Market's Direction

Trading 360

21 Feb 2024

Why Nvidia's (NVDA) Earnings Will Shape the Market's Direction
Trading 360
21 Feb 202407:15
06:47
A Soft Landing Can Still Be Turbulent

The Watch List

16 Feb 2024

A Soft Landing Can Still Be Turbulent
The Watch List
16 Feb 202406:47
08:05
Markets Rally: Bitcoin Hits New High

The Watch List

16 Feb 2024

Markets Rally: Bitcoin Hits New High
The Watch List
16 Feb 202408:05
08:56
CSCO Falls, EQIX Rises After Earnings & AMAT Preview

Morning Trade Live

15 Feb 2024

CSCO Falls, EQIX Rises After Earnings & AMAT Preview
Morning Trade Live
15 Feb 202408:56
06:43
Repricing Fed Rate Cut Expectations

Futures

15 Feb 2024

Repricing Fed Rate Cut Expectations
Futures
15 Feb 202406:43
08:36
Bitcoin Regains $1T Market Capitalization

The Watch List

14 Feb 2024

Bitcoin Regains $1T Market Capitalization
The Watch List
14 Feb 202408:36
featured
10:17
Zed Francis On Small Cap & Tech Divergence

Market On Close

13 Feb 2024

featured
Zed Francis On Small Cap & Tech Divergence
Market On Close
13 Feb 202410:17
06:51
CSG Systems (CSGS) CFO On Revenue & Payment Solutions

The Watch List

09 Feb 2024

CSG Systems (CSGS) CFO On Revenue & Payment Solutions
The Watch List
09 Feb 202406:51
07:51
Low Employment & Controlled Inflation Show Stability & Growth

The Watch List

08 Feb 2024

Low Employment & Controlled Inflation Show Stability & Growth
The Watch List
08 Feb 202407:51
05:46
Apple’s (AAPL) Muted 2024

Fast Market

07 Feb 2024

Apple’s (AAPL) Muted 2024
Fast Market
07 Feb 202405:46
10:03
Nationwide: Properly Budgeting For Retirement

Market On Close

07 Feb 2024

Nationwide: Properly Budgeting For Retirement
Market On Close
07 Feb 202410:03
07:22
SEI (SEIC) CEO On Earnings and Potential M&A Activity

Market On Close

07 Feb 2024

SEI (SEIC) CEO On Earnings and Potential M&A Activity
Market On Close
07 Feb 202407:22
09:14
Technology’s Role In Gold Supply

Futures

07 Feb 2024

Technology’s Role In Gold Supply
Futures
07 Feb 202409:14
06:29
Time To Utilize Long-Term Investments

The Watch List

06 Feb 2024

Time To Utilize Long-Term Investments
The Watch List
06 Feb 202406:29
08:59
Why The “Carboard Box Recession” Is Over

Morning Trade Live

06 Feb 2024

Why The “Carboard Box Recession” Is Over
Morning Trade Live
06 Feb 202408:59
06:41
Trading Strategies: India Is The Best International Play

The Watch List

05 Feb 2024

Trading Strategies: India Is The Best International Play
The Watch List
05 Feb 202406:41
05:43
Interest Rates: No Sectors Are Immune To Volatility

Trading 360

05 Feb 2024

Interest Rates: No Sectors Are Immune To Volatility
Trading 360
05 Feb 202405:43
05:47
Utilizing Index Options To Manage Volatility

Market On Close

02 Feb 2024

Utilizing Index Options To Manage Volatility
Market On Close
02 Feb 202405:47
09:08
WisdomTree (WT) CEO On Earnings & Approach To Bitcoin ETFs

The Watch List

02 Feb 2024

WisdomTree (WT) CEO On Earnings & Approach To Bitcoin ETFs
The Watch List
02 Feb 202409:08
06:36
Semiconductors & Their Impact On The S&P 500

The Watch List

02 Feb 2024

Semiconductors & Their Impact On The S&P 500
The Watch List
02 Feb 202406:36
featured
10:54
Alphabet (GOOGL) Is The Best Mega Cap

Morning Trade Live

01 Feb 2024

featured
Alphabet (GOOGL) Is The Best Mega Cap
Morning Trade Live
01 Feb 202410:54
Older
07:58
A “New Regime” Of Crypto Will Be Ushered In

The Watch List

21 Dec 2023

A “New Regime” Of Crypto Will Be Ushered In
The Watch List
21 Dec 202307:58
06:26
Growth Stocks Continue To Climb

Trading 360

21 Dec 2023

Growth Stocks Continue To Climb
Trading 360
21 Dec 202306:26
06:48
Powell Pivot & Rates Crash Is A Game-Changer For Risk Assets

The Watch List

21 Dec 2023

Powell Pivot & Rates Crash Is A Game-Changer For Risk Assets
The Watch List
21 Dec 202306:48
11:19
Sticky Inflation & How To Hedge The Stock Market

Market On Close

20 Dec 2023

Sticky Inflation & How To Hedge The Stock Market
Market On Close
20 Dec 202311:19
09:28
Dividend Increases Are Forward Looking & The ISPY ETF Launch

Morning Trade Live

20 Dec 2023

Dividend Increases Are Forward Looking & The ISPY ETF Launch
Morning Trade Live
20 Dec 202309:28
08:17
GOOG: What To Know About Value Investing

Market On Close

15 Dec 2023

GOOG: What To Know About Value Investing
Market On Close
15 Dec 202308:17
02:49
Apple (AAPL) Hits All-Time High & Amazon (AMZN) Sees Upside

Trading 360

14 Dec 2023

Apple (AAPL) Hits All-Time High & Amazon (AMZN) Sees Upside
Trading 360
14 Dec 202302:49
08:46
Geopolitics Added 3%-6% To Gold’s Performance In The Last Year

Futures

14 Dec 2023

Geopolitics Added 3%-6% To Gold’s Performance In The Last Year
Futures
14 Dec 202308:46
14:21
Mark Dow Reacts to Fed's Pivot to Rate-Cuts

Market On Close

13 Dec 2023

Mark Dow Reacts to Fed's Pivot to Rate-Cuts
Market On Close
13 Dec 202314:21
07:54
Invest For "Purpose Over Performance"

The Watch List

12 Dec 2023

Invest For "Purpose Over Performance"
The Watch List
12 Dec 202307:54
11:03
A.I.’s Impact On The Bitcoin Market

Futures

12 Dec 2023

A.I.’s Impact On The Bitcoin Market
Futures
12 Dec 202311:03
08:09
A.I. Hype Is Real: Beware Chip Manufacturing Risks

The Watch List

11 Dec 2023

A.I. Hype Is Real: Beware Chip Manufacturing Risks
The Watch List
11 Dec 202308:09
04:41
Nvidia (NVDA) CFO Expresses Possibility Of Outsourcing Chipmaking To Intel (INTC)

Next Gen Investing

11 Dec 2023

Nvidia (NVDA) CFO Expresses Possibility Of Outsourcing Chipmaking To Intel (INTC)
Next Gen Investing
11 Dec 202304:41
06:53
American Consumers Have Maintained Strong Economic Activity

The Watch List

08 Dec 2023

American Consumers Have Maintained Strong Economic Activity
The Watch List
08 Dec 202306:53
10:15
Bitcoin Rally: All ETFs Approved At Once?

Futures

08 Dec 2023

Bitcoin Rally: All ETFs Approved At Once?
Futures
08 Dec 202310:15
09:59
TXN, CVX, PPG: Greater Market Breadth & Less Restrictive Policy

Morning Trade Live

07 Dec 2023

TXN, CVX, PPG: Greater Market Breadth & Less Restrictive Policy
Morning Trade Live
07 Dec 202309:59
11:15
GameStop (GME) & Chewy (CHWY) Stocks Fall After Earnings

Market On Close

06 Dec 2023

GameStop (GME) & Chewy (CHWY) Stocks Fall After Earnings
Market On Close
06 Dec 202311:15
06:55
Inflation Is Above Targets, But Moving In The Right Direction

Market On Close

06 Dec 2023

Inflation Is Above Targets, But Moving In The Right Direction
Market On Close
06 Dec 202306:55
10:08
Trends In Yields: The Fed Isn’t Ready To Cut

Morning Trade Live

06 Dec 2023

Trends In Yields: The Fed Isn’t Ready To Cut
Morning Trade Live
06 Dec 202310:08
05:45
Gold, Defense, Energy: Convergence Across Markets & Sentiment

Trading 360

06 Dec 2023

Gold, Defense, Energy: Convergence Across Markets & Sentiment
Trading 360
06 Dec 202305:45
06:27
OPEC+ Production Cuts Are Fundamentally Bearish

Trading 360

04 Dec 2023

OPEC+ Production Cuts Are Fundamentally Bearish
Trading 360
04 Dec 202306:27
07:16
Gold Soars To Record High

Futures

04 Dec 2023

Gold Soars To Record High
Futures
04 Dec 202307:16
07:29
Investment Strategies For Millennials & Gen Z

The Watch List

01 Dec 2023

Investment Strategies For Millennials & Gen Z
The Watch List
01 Dec 202307:29
10:00
Falling Rates Are Challenging “Increasing Supply” Narrative

Morning Trade Live

01 Dec 2023

Falling Rates Are Challenging “Increasing Supply” Narrative
Morning Trade Live
01 Dec 202310:00
09:41
Tesla’s (TSLA) Cybertruck: How Big Is The Market For An Expensive Truck?

Market On Close

30 Nov 2023

Tesla’s (TSLA) Cybertruck: How Big Is The Market For An Expensive Truck?
Market On Close
30 Nov 202309:41
featured
08:34
Ross Gerber On The Immense Impact Of Tesla’s (TSLA) Cybertruck

Market On Close

29 Nov 2023

featured
Ross Gerber On The Immense Impact Of Tesla’s (TSLA) Cybertruck
Market On Close
29 Nov 202308:34
09:07
Blackbaud (BLKB) CFO On Fundraising & Engagement Solutions

Morning Trade Live

29 Nov 2023

Blackbaud (BLKB) CFO On Fundraising & Engagement Solutions
Morning Trade Live
29 Nov 202309:07
06:25
How To Avoid Common Retirement Planning Mistakes

The Watch List

28 Nov 2023

How To Avoid Common Retirement Planning Mistakes
The Watch List
28 Nov 202306:25
09:51
Mergers & Acquisitions Investors Should Be Watching

The Watch List

28 Nov 2023

Mergers & Acquisitions Investors Should Be Watching
The Watch List
28 Nov 202309:51
05:59
Stocks Up, Gold Up: Rare Combo

Trading 360

28 Nov 2023

Stocks Up, Gold Up: Rare Combo
Trading 360
28 Nov 202305:59
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