Nebius Group's $7B hidden AI portfolio, including ClickHouse and Avride, and why the market significantly undervalues it.

Market strategists warn that the tech concentration risk in the S&P 500 should remain central to investor positioning of market portfolios as the Fed gets set for a rate policy shift and the overall ...

S&P 500 gained 17.6% in 2025 led by Tech & AI tailwinds. Click for my full review of the changes made to my holdings and what I see working in 2026.

The classic 60-40 market portfolio — with 60% in stocks and 40% in bonds — has come under serious scrutiny in recent years, with major changes in the bond market leading to fundamental questions about ...

The Treynor-Black model combines an active and passive portfolio strategy to enhance risk-adjusted returns. Discover how it ...

The S&P 500 is at record highs, making market timing risky for new investors with fresh capital. Despite high valuations, I recommend building an income-focused portfolio rather than waiting on the ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Investors love dividend stocks, especially those with ...

Global markets navigated a turbulent path in November 2025, marked by the historic U.S. government shutdown that extended beyond 40 days before reaching resolution. Despite these headwinds, deep value ...

Rebalancing your portfolio is a critical – yet often misunderstood – aspect of long-term investing. In our recent Morningstar Investor subscriber webinar featuring portfolio strategist Amy Arnott and ...