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Stock Portfolio Management

We cover the best strategies to create, build, and manage a stock portfolio to meet your investing goals. Whether you are saving for a car, house or your retirement, this section has you covered.

6 Best Stock Portfolio Trackers for Investors 2024

My research shows that Stock Rover and Portfolio 123 are the best portfolio trackers, with powerful screening, watchlists, and portfolio management features.

7 Steps to Managing Your Stock Portfolio Like a Pro

Managing a stock portfolio entails seven crucial tasks: conducting research, analyzing performance, rebalancing holdings, assessing correlations, planning future income, optimizing tax benefits, and analyzing future performance.

How To Implement 13 Legendary Stock Portfolio Examples

Our years of performance testing reveal the world's best-performing stock portfolios are Berkshire Hathaway, CANSLIM, GreenBlatt's Magic Formula, and the FAANG portfolio. We share examples and show you how to implement them.

8 Steps to Build a Balanced & Profitable Portfolio

To build a balanced investment portfolio, determine how much to invest, your risk tolerance, portfolio allocation, and your investing strategy. Next, choose the right tools to screen and research the ideal stocks and ETFs to enable you to manage your portfolio effectively.

Invest Better with Two Systems Theory of Behavioral Finance

The two systems theory posits that our brains use two distinct cognitive processes: System 1 (fast, intuitive, and emotional) and System 2 (slow, deliberate, and logical).

How to Ensure Your Portfolio is Diversified & Balanced

A well-diversified stock portfolio should have a low correlation to the broader market. This means that your portfolio won't necessarily follow suit when the broad market goes down.