EQ Investors (EQ), the B Corp wealth manager, has expanded its range of model portfolios with the introduction of the EQ Sustainable World strategy. Designed with a dual mandate: to achieve long-term ...
Approaching Size Limit: Stocks are sold if their market capitalization goes above three times the initial maximum criterion. $400 million is the current market capitalization maximum for initial ...
To prove this strategy, I built a model portfolio using low-volatility stocks, which worked quite well. The portfolio, which had an average yield of 2.8% and an average annual dividend growth rate ...