Loading…
Loading…
We expand a simple 3-ETF retirement portfolio into 6- and 8-fund models for higher diversification, income, and decent growth. The 8-fund portfolio targets a nearly 6% yield and market-matching annualized returns, high income, inflation protection, and capital preservation. Added exposure to real estate, gold, and technology reduces sector concentration and enhances long-term inflation protection.
BALTIMORE, Oct. 15, 2026 (GLOBE NEWSWIRE) -- Adams Natural Resources Fund, Inc. (NYSE: PEO) today announced the Fund's investment returns for the first nine months of 2026. The total return on the Fund's net asset value for the first nine months of 2026 was 34.4%, with dividends and capital gains reinvested. The comparable figures for the S&P 500 Energy Sector and the S&P 500 Materials Sector were 40.3% and 8.8%, respectively. Our benchmark, which is comprised of the S&P 500 Energy Sector (80%) and the S&P 500 Materials Sector (20%), returned 34.0%. The total return on the Fund's market price for the same period was 34.2%.
Chuck Royce (Trades, Portfolio), one of the most closely followed names in the small-cap value universe, reduced the position in Barrett Business Services Inc (
A Strategic Reduction in a Modestly Undervalued Name Private Capital (Trades, Portfolio) Management disclosed a reduction in its position in Barrett Business Se
Not everyone wants to or needs to retire early. After all, a 9-5 day job brings steady income, a sense of purpose and discipline, and keeps one engaged in physical and mental activity. Still, one size does not fit all. There would be many folks who like the idea of retiring from a 9-5 job in their 40s or early 50s and pursuing something they have always dreamt about. We will discuss what it really takes to retire early and how to go about investing for early retirement, also known as FIRE (Financially Independent Retire Early).
[url="]Insperity, Inc.[/url] (NYSE: NSP), a leading provider of human resources and business performance solutions, today announced continued progress for the [
Inspired by the horse race in the 2026 Palio di Siena, I made a financial move that I hope will be just as clever as the knight's move in chess. I decided to close out two positions in my Cupolone portfolio that I wasn't entirely convinced about, raising cash to reinvest when the opportunity arises. The purpose of this move is to use this liquidity in securities with better overall NAV performance and a greater likelihood of long-term success.
Adams Natural Resources Fund is rated a buy, offering a 7.7% yield and strong NAV growth potential amid rising energy demand. PEO's 8% annual distribution policy, based on quarterly 2% NAV payouts, provides predictable income and incentivizes NAV growth. The fund's active management, zero leverage, and focus on energy and materials position it to benefit from surging U.S. LNG export capacity.