portfolio

“The status quo is not going to work,” said David Wagner, a portfolio manager at Aptus Capital Advisors.

From The Wall Street Journal ● Oct. 17, 2026

Barclays continues to recommend a portfolio with a balanced sector allocation, especially as they no longer view AI stocks as a “one-way trade.”

From MarketWatch ● Oct. 16, 2026

And in my next issue of Let’s Analyze, I’ll break down the leveraged Treasury trade I just added to my own portfolio to capitalize if yields continue falling.

From MarketWatch ● Oct. 16, 2026

Levine remained committed to buying the bonds when he first took office, saying they had been part of the city’s portfolio for decades.

From The Wall Street Journal ● Oct. 15, 2026

This appeared at the outset to be an expansive portfolio.

From "Big Science" by Michael Hiltzik

They also see Europe as a potential diversifier in global portfolios in the event of the AI trade unwinding further, as regions less exposed to the theme could provide some protection.

From MarketWatch ● Oct. 16, 2026

Fund managers worldwide keep a close eye on what countries are included or excluded in MSCI's indexes as that can trigger adjustments to their portfolios.

From Barron's ● Oct. 16, 2026

This gives managers more time to build portfolios of private companies before ever having to honor a withdrawal request.

From MarketWatch ● Oct. 13, 2026

To manage risks to their portfolios, investors have already been reducing their positions in that contract, a step that has led other investors to sell actual Treasurys.

From The Wall Street Journal ● Oct. 8, 2026

Most bought this insurance on subprime mortgages not as an outright bet against them but as a hedge against their implicit bet on them—their portfolios of U.S. real estate– related stocks or bonds.

From "The Big Short" by Michael Lewis