Secular tailwinds can push a portfolio up without focusing on just a single company.
High yields are nice, but not if the underlying companies are at risk, or their stocks are too expensive.
These two companies have significantly underperformed the S&P 500, but here's why they could be smart opportunities.
Prologis isn't just the biggest player in industrial properties; it also has one of the strongest foundations in the sector.
A lot of boats are rising with this tide.
Investors in these dividend payers have made a lot of money over the past decade.
Evolving global supply chains will provide new growth opportunities for logistics companies.
Owl Rock Capital's (ORCC) first-quarter results are likely to reflect increases in dividend income and operating expenses.
Aegon's (AEG) first-quarter results are likely to reflect significant growth in the life business in the Americas.