Within the article, I list over 20 stocks to create an investment grade portfolio geared toward capital appreciation. This portfolio outperformed the S&P 500 Index with a 28.8% over the past 12 ...

NCZ-A offers a 5.5% cumulative annual dividend, trading at $20.59 with a current yield of 6.70%, and is eligible for ...

For most active investment managers, the goal is clear: to achieve consistently strong, long-term outperformance in any ...

India’s growing economy and thriving market offer plenty of investment opportunities, from stocks and mutual funds to ...

Rogers, the founder of Ariel Investments, will remain the firm’s chief investment officer, co-CEO and chairman.

When the conversation on air turned to their personal experiences in the industry, Akoto Mansa seized the opportunity to relay Portfolio’s message of gratitude. But before she could say much ...

Annual portfolio turnover has ranged from 35% to ... Since Kathleen McCarragher was listed as a manager on Harbor Capital Appreciation in March 2013, its institutional shares' 16.6% annualized ...

For example, he reduced smaller positions held in the Capital Appreciation portfolio, as well as its total holdings to 36 from more than 50 in 2021; the active ETF vehicle further reduced holdings ...

The Vanguard Dividend Appreciation ETF is a good fit for investors looking for a balanced portfolio of quality businesses with a runway for earnings and dividend growth. It is a good alternative ...

David Giroux has beaten his Morningstar peer group for the last 17 years. Here's how he's planning to keep the streak in 2025 ...

Whether your goal is early retirement or lifelong financial freedom, here are six steps to help you create your forever portfolio, including choosing the right investment account, hiring a financial ...