Lower growth with weighted EPS CAGR of 4% on consensus YE24-YE25 estimates. Expensive relative to growth, with an estimated YE24 PE of 14.7x driving a PEG of 3.4x. Steel stocks and DE (presumably ...
The 2023 Taxable portfolio had its best year for income since 2018, and 2024 projections look promising. Portfolio composition shows no excessive exposure to higher-risk holdings, but there are ...
Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...
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