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“Sleep Like a Baby” Portfolio is Delivering One of Its Strongest Years on Record

by The Wealth Advisor Contributor
Bank of America’s so-called “sleep like a baby” portfolio—constructed for resilience rather than headline performance—is delivering one of its strongest years on record. The equal-weighted allocation across equities, fixed income, cash, and commodities is tracking a 26% return year-to-date, positioning it for its best annual outcome since 1933, according to strategist Michael Hartnett.

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AI Optimism Raises Positive Implications for RIAs and Wealth Advisors

A renewed wave of optimism around artificial intelligence is reshaping equity market leadership, with meaningful implications for portfolio positioning among RIAs and wealth advisors.

Warsh Confirmation Set to Advance as GOP Holdout Backs Vote

(Bloomberg) - Senator Thom Tillis said he’s dropping his blockade of Kevin Warsh’s nomination to head the Federal Reserve, saying the Justice Department’s decision to end a criminal probe targeting Fed Chair Jerome Powell remove

Kevin Warsh Outlines A Potential Shift In How The Fed Measures Inflation

Kevin Warsh, nominated by President Trump to serve as Chair of the Federal Reserve, used his Senate confirmation hearing to outline a potential shift in how the central bank evaluates inflation—an issue with direct implications for monetar

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Navarro Versus Kudlow On Tariffs

The Trump administration sent conflicting messages on trade negotiations with China at the end of the week, dimming newfound hopes for fast progress.

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Dimon earlier this week told CNBC that Warren "uses some pretty harsh words" that some would say vilifies successful people. He says she's dead wrong.

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Musk Mocks Tesla Short David Einhorn

"Mr Unicorn" gambled a fortune that Tesla would have failed at this point. Musk is the only one laughing at the moment.

Commentaries

Ray Dalio's Post Triggers Alarms

As titles for LinkedIn posts go, “The World Has Gone Mad and the System is Broken” is always likely to be on the eye-catching side.

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