A thought on your portfolio's "total return."  (If you were told there would be no math today, I apologize in advance.) 

Total Return has two parts to it:  appreciation & income.  If  you view owning a stock like you are an...

The first half of 2023 was one with strong market performance, as the S&P 500 returned 16.89%.  However, deeper analysis paints a picture that isn't quite as rosy.  The S&P 500 is a market-capitalization weighted index.  When you look at the equal-weighted index, the return is...