Return data from 1926 to 2021. Portfolio Mix Average Annual Return Best Year Worst Year Years with a Loss 100% bonds 6.3% 45.5% (8.1%) 20 out of 96 80% bonds and 20% stocks 7.5% 40.7% (10.1% ...

Analysts at Jefferies see ripe conditions for another stock-market rally ... that preceded broad market rallies in 2013, 2017 and 2021. Before digging into the earnings projections and previous ...

Cole took over in mid-2021 and lowered the number of holdings in the portfolio to roughly 75-125 stocks, which was much less than his predecessor’s 125- to 150-stock portfolio. He also ...