It’s not every day the market screws up and offers us an opportunity like it’s doing today with Oracle, which is down around 8% (as of this writing) after reporting quarterly earnings last night. Apparently Wall Street isn’t happy that revenue and earnings missed their forecasts this quarter…? Just another example of Wall Street’s short-sightedness…
Why I’m revamping our “Income” Holdings
I’ve been reworking the stock holdings within the income allocation of portfolios all year. To offer some background, I break portfolio allocations into two segments, Growth and Income, and fit clients based on the amount of volatility that’s appropriate for their retirement/financial plan. These days, “Income” oriented investments don’t offer much in the way of…