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 ...

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 ...

An official who manages the Federal Reseve’s monetary-policy implementation said tweaks to the composition of the central bank’s balance sheet could mean the Fed would eventually own relatively more ...