portfolio

Delaware Life, which had earlier reported that affiliated investments totaled about $1 billion, or no more than 3% of its portfolio, said it was reclassifying $16 billion in investments as affiliated.

From The Wall Street Journal ● Jul. 26, 2026

The Washington Post reported that Donald Trump Jr. and Eric Trump, the president’s eldest sons, have a portfolio of tech companies that are raking in billions from the Pentagon.

From Salon ● Jul. 26, 2026

The problem for him wasn’t just taxes or options; it was that he didn’t have someone overseeing his entire portfolio.

From MarketWatch ● Jul. 25, 2026

Specifically, the study evaluated the consistency and fairness of the recommendations tied to household financial planning, emergency savings, retirement withdrawal rates and investment portfolio allocation.

From MarketWatch ● Jul. 24, 2026

Option One had popped onto Eisman’s radar screen seven months earlier, in June 2006, when the company announced a surprising loss in its portfolio of subprime mortgage loans.

From "The Big Short" by Michael Lewis

Wireless providers need balanced portfolios in order to serve customer needs effectively.

From MarketWatch ● Jul. 25, 2026

They are required to disclose revenue-generating assets and investments, including bank accounts of over $5,000, stock portfolios, money market accounts, retirement funds and rental properties.

From Salon ● Jul. 24, 2026

Many of these funds churned their portfolios too much, responding to short-term signals instead of longer-term trends, he adds.

From MarketWatch ● Jul. 24, 2026

Short-only funds like hers had been falling out of vogue, with investors instead preferring long-short funds or the fast-growing multi-managers that run sprawling portfolios and tightly manage risk.

From The Wall Street Journal ● Jul. 18, 2026

Paulson raised several billion dollars from investors who regarded his fund as an insurance policy on their portfolios of real estate–related stocks and bonds.

From "The Big Short" by Michael Lewis