Davis Advisors is an independent employee-owned investment firm that was founded in 1969. It offers a variety of investment products, including mutual funds, ETFs, separately managed accounts and ...

Are your investment managers greenwashing? Greenwashing is generally seen as intentional misrepresentation of a mutual fund by its manager to claim that the fund intends to be “sustainable,” , ...

Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds. The best way to shortlist great ...

I've built my mutual fund portfolio by choosing funds across different categories and AMCs, assuming that meant I was well-diversified. But I recently came across the idea that true diversification ...

Start with a clear investment objective—returns matter only in relation to the goal they are meant to achieve.Quantify goals ...

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I am going on the "maximum defensive" with my 2025 model portfolio update, moving out of direct equities funds and including gold. The portfolio consists of two mutual funds and three ETFs, all of ...

As someone who writes about building portfolios for a living, I do research on many types of investments, ranging from tried-and-true core holdings to more esoteric corners of the investment world. A ...

My Retirement Saver portfolios, which are geared toward people who have several—or possibly many—years until retirement, hold anywhere from 50% to 95% in stocks. Thus, it’s little wonder that all of ...