The 50/30/20 Portfolio Is A Valid Strategy

The 50/30/20 portfolio has a slightly better pure performance ratio (0.78) and generates positive returns 78.2% of the time.

GARP: A Strategic Source Of Alpha Over The S&P 500

Shares MSCI USA Quality GARP ETF earns a buy for growth-at-a-reasonable-price investors. Read here for an analysis of GARP ...
Financial Advisor

The Return On Fees: Delivering Measurable Alpha Beyond The Portfolio

Your value isn’t a cost—it’s a compounding return. With Financial Gravity’s Turnkey Multi-Family Office Charter, you can quantify and deliver advisor’s alpha beyond the portfolio—turning every fee ...
Morningstar

Is the diversified portfolio dead? The AI boom has turned an age-old investing rule on its head.

Investors are taking another look at the potential risks and benefits of running a more concentrated portfolio Investors are debating the merits and risks of running a more concentrated stock ...