Fortunately, itâ s just as easy to track your investment portfolio in a spreadsheet using the Stocks Data type Microsoft ...

Concentration risks are growing as a few top stocks drive the market's performance.

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Even after the bear market in 2022, stocks still outpaced bonds by a wide margin over the trailing five-year period. As a result, my ... to help investors and advisors build smarter portfolios.

My portfolio achieved ... center on monthly dividend stocks, my regular contributions to Realty Income (O) and Main Street Capital (MAIN) remain steadfast and will help that cause but it will ...