Q4 2024 Earnings Call Transcript January 30, 2025 Berkshire Hills Bancorp, Inc. beats earnings expectations. Reported EPS is ...

When paired with dividend reinvestment, high-yield dividend stocks have demonstrated remarkable outperformance compared to ...

According to their analysis, U.S. large value stocks and U.S. small stocks - think the Vanguard Value ETF VTV and Vanguard Small-Cap ETF VB - are likely to give total returns over a decade of between ...

The $114 billion money manager now anticipates the real return of a global 60/40 strategy — which splits a portfolio into 60% equities and 40% bonds — in the next five to 10 years will be 3.5% ...

The remaining 10% is allocated to the iShares 20+ Year Treasury ... remember this is a pretty risky portfolio. The use of 1.25x leverage in USCL exacerbates downside risk, and the covered call ...

To hedge against this risk, I’m allocating 10% to TIPS (Treasury Inflation ... and 10% XLRE gives you a diversified portfolio composed of 60% U.S. equities, 20% aggregate bonds, 10% TIPS ...

says that this weighting produces a similar amount of risk as the Magnificent Seven—a group of mega-cap tech stocks—in a typical portfolio consisting of 60% stocks and 40% bonds.

All year-end and CSV data is "as traded on the day" and ignores corporate actions (e.g. share splits) ...

Given that AI is positioned to potentially dramatically impact the global economy, it is a significant risk to maintain little to no exposure to the segment in your portfolio. That said ...

In other words, ETFs eliminate exposure to individual securities risk. The Motley Fool: How do ETFs help with diversification? Is it possible to over-diversify your ETF portfolio? Dr. A.

By age 85, the risk rose to 20%. Between ages 85 and 95, it jumped to 42%. The findings align with previous estimates but provide more detail about how risk evolves over time.