Larry Berman: Why a 'core and explore' portfolio makes sense

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The largest five stocks are driving most of the profit growth for the S&P 5 (not a typo) this year. The remainder of the S&P 500 is showing EPS declines on average, with energy being the biggest drag. This should not be a surprise to investors.

Ghana Asks Bondholders to Take Haircuts of as Much as 40%ECB Is Watching Oil for Inflation Risks, Lagarde Tells MinistersBitcoin Pares After BlackRock Says ETF Application Under ReviewVenezuela Government and Opposition to Resume Talks Under US DealAmerican Work-From-Home Rates Drop to Lowest Since the PandemicEskom Latest: Kusile Adds 800 Megawatts to Grid, Stage 2China’s Tsingshan Gets Access to Chilean Lithium in Battery Metal RaceOil Freight Has Surged Everywhere Since Hamas Attacked...

stocks rise amid efforts to stifle Israel conflictIsrael Latest: Blinken Set to Return as US Tries to Contain WarFrance and Germany Urged to Reach Nuclear Agreement as Clock Ticks DownUkraine Recap: Zelenskiy Seeks Air Defense Boost Before Winter'It's not the grocery store's fault': money manager on food inflationThe Daily Chase: Tourmaline Oil to buy Bonavista EnergyJuly rate hike could trigger problems for mortgage owners: expertMacklem sees 'clearer signs' rates are...

Source: News Formal (newsformal.com)

 

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