First, a couple of good charts from Morningstar the last few days on market attribution, as well as a style-box…
It’s a crude summary using an Excel spreadsheet, but this blog has been tracking the annual returns of the international…
Walmart (WMT) is a position that is gradually creeping up the “Top 10 Client Position” rankings, mostly from the increase…
Clients top 12 Holdings (listed 1 -12), spread across separate accounts, custodied at Schwab, as of 8.31.24 (YTD returns as…
Despite Mag 7 price action, tech sector forward estimates are still rising. Looking at estimated earnings growth for full-year 2024…