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Best portfolio analysis tools for 2026

Tracking and analyzing your investments can be a complicated and time-consuming task. Between expense ratios, dividend yields, management fees, tax planning, and asset allocation, there can be a lot ...
A useful toolkit provides multiple ways to tackle a task. Similarly, a diversified portfolio that holds a variety of assets—stocks, bonds, cash, and more—allows you to cope with volatile markets while ...
If you've been reading my articles for the past couple of years, you might have heard that I've been buying up a lot of preferred equity. Preferred equity is a bit different from common equity in that ...
I'm obviously joking a bit by including the quote above, as I have often made the case that we need at least 30 stocks for a well-diversified portfolio. In recent years, I have often brought up ...