Shopify and Amazon are my fourth and fifth largest holdings heading into 2024, each representing roughly 6% of my portfolio. There were other worries. As penetration has risen, global smartphone ...

In each monthly portfolio review we discuss how the stocks ... Significant position size in high leverage mall REITs heading into COVID. Taking gains far too early In assessing a suboptimal ...

Heading into the final stretch of 2024, D.A. Davidson director of wealth management research James Ragan joins Wealth! Host Brad Smith to discuss how investors should position their portfolios. “We're ...

As a result, The Trade Desk is my fifth-largest holding heading into 2025, representing 7% of my portfolio. The lesson here is a simple one. If the thesis hasn't changed, and a great company is ...