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Browsing Tag

portfolio

35 posts
PPersonal finance
The 7-Step Ladder a Professor Uses to Hit Financial Independence
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The 7-Step Ladder a Professor Uses to Hit Financial Independence

  • August 7, 2026
Miguel Marquez has spent years making complex subjects easier to understand. Originally from Spain, the 47-year-old earned a…
PPersonal finance
How a 55-Year-Old Teacher Could Replace an $85,000 Salary With Dividend Growth Plus Covered Calls
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How a 55-Year-Old Teacher Could Replace an $85,000 Salary With Dividend Growth Plus Covered Calls

  • July 24, 2026
Quick Read Replacing an $85,000 salary requires anywhere from $708,000 at a 12% yield to over $2.4 million…
PPersonal finance
How to Enjoy Retirement Without Spending Your Children’s Inheritance
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How to Enjoy Retirement Without Spending Your Children’s Inheritance

  • July 4, 2026
Quick Read A 3.5% portfolio requires $2.29M but grows principal for heirs, while a 10% portfolio needs only…
PPersonal finance
Social Security Pays $2,081 a Month. Here’s How Much You Need Invested to Match It.
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Social Security Pays $2,081 a Month. Here’s How Much You Need Invested to Match It.

  • July 4, 2026
Quick Read Verizon (VZ) and Realty Income (O) anchor a 4.7% blended portfolio requiring just $510,000 to match…
PPersonal finance
The Retirement Portfolio for Grandparents Who Want to Say Yes
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The Retirement Portfolio for Grandparents Who Want to Say Yes

  • June 26, 2026
Quick Read JNJ leads the 45% dividend-growth sleeve in the giving bucket, where decades of healthcare dividend raises…
PPersonal finance
Dave Ramsey to 57-Year-Old With $950K Saved: “You’re One of America’s Success Stories”
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Dave Ramsey to 57-Year-Old With $950K Saved: “You’re One of America’s Success Stories”

  • June 13, 2026
Quick Read Donald’s $950K portfolio could double to $2M by age 64 and $4M by 71 if left…
PPersonal finance
A $1.4 Million Portfolio That Generates More Income Than the Average California Public Employee Pension
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A $1.4 Million Portfolio That Generates More Income Than the Average California Public Employee Pension

  • June 4, 2026
Quick Read A $1.4 million portfolio at a 3.5% yield generates roughly $49,000 annually, slightly exceeding the average…
PPersonal finance
Why One Couple Pivoted From Traditional FIRE to Coast FIRE
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Why One Couple Pivoted From Traditional FIRE to Coast FIRE

  • June 2, 2026
When Andy Hill first came across the FIRE movement through podcasts, it seemed to offer a solution to…
PPersonal finance
62-Year-Old Retiree’s $2.4M Portfolio Could Drop to $1.1M by 80 in the Wrong Market
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62-Year-Old Retiree’s $2.4M Portfolio Could Drop to $1.1M by 80 in the Wrong Market

  • May 30, 2026
Quick Read A retiree starting withdrawals during the 2000-2002 crash would have seen their $2.4 million portfolio drop…
EEconomy
Inflation challenges US Treasuries' traditional role in portfolios
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Inflation challenges US Treasuries’ traditional role in portfolios

  • May 29, 2026
By Karen Brettell May 28 (Reuters) – A selloff in government bonds is testing one of the most…
AArtificial intelligence
37.4% of Berkshire Hathaway's $330 Billion Portfolio Is Parked in 3 Artificial Intelligence (AI) Stocks
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37.4% of Berkshire Hathaway’s $330 Billion Portfolio Is Parked in 3 Artificial Intelligence (AI) Stocks

  • May 23, 2026
Warren Buffett served as the CEO of the Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) holding company from 1965 to…
NNutrition
Nourish patient GLP-1 graphic
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Building the Backbone of Metabolic Health: Our Investment in Nourish

  • May 20, 2026
Chances are, someone in your life is managing a chronic health condition. Maybe it’s a parent with diabetes,…
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