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 ...
Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...
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