Ares Capital Corp. yields 10% with a diversified portfolio, and Antero Midstream shows high ROIC and cash flow growth. See why both are core retirement buys.

My September Stock Portfolio contained 7 stocks: Alteryx (AYX), Zoom (ZM), Crowdstrike (CRWD), Datadog (DDOG), Fastly (FSLY), Cloudflare (NET), and Okta (OKTA). These seven positions are heavily ...

ARK Invest’s Q4 2025 13F: top holdings, buys/sells, and shifts in TSLA, COIN, SHOP, ROKU & genomics/AI/crypto bets. Read here ...

Nearly half of Pershing Square Capital Management's $14.6 billion in invested assets can be traced to two trillion-dollar stocks and a runaway market share leader in a rapidly growing industry.

Investors have a couple of new reasons to like portfolio stocks Broadcom and Goldman Sachs . Deal king: Coterra named Goldman Sachs as a financial advisor on its $58 billion all-stock merger with ...

Among surveyed advisers, 42% increased their use of model portfolios and time spent on client acquisition and ...

In this video I look back at my stock portfolio's performance for January of 2021, look at why I am invested in the 6 positions I hold (CRWD, NET, DDOG, ZM, OKTA, AYX), and talk about the changes I ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Gordon Scott has been an active investor and ...

Enterprise Products Partners is a strategic bet on oil's continued dominance, with a hefty 6.69% yield. T. Rowe Price is a storied financial services company with solid financials and a 40-year ...

Learn about Schwab’s robo advisor offering—including its automated portfolios and zero advisory fees—to determine if it fits into your financial strategy Written By Written by Staff Money Writer, WSJ ...

Custom model portfolios are reshaping the investment landscape, allowing advisors to tailor strategies that align with their client’s unique needs and preferences. With custom model assets surpassing ...

Rebalancing your portfolio is a critical – yet often misunderstood – aspect of long-term investing. In our recent Morningstar Investor subscriber webinar featuring portfolio strategist Amy Arnott and ...