qfx

The merits of this fund are, I trust, self-evident. Its expense ratio, a modest 0.20%, represents a remarkably reasonable charge – a mere $20 annually for every $10,000 invested. One might consider it a small price to pay for the peace of mind that comes with a well-managed portfolio. More pleasing still is its dividend yield, currently 1.8%, offering a welcome addition to one’s income, and with the reasonable expectation of future increase. To place it in comparison, the yield of the S&P 500 index is a less gratifying 1.1%.

As of this Tuesday morning, Bitcoin has experienced a decline of nearly five percent since the closing of equity markets last Friday. A considerable dip, to be sure, especially considering its recent flirtation with the six-figure mark. One might observe that the pursuit of exorbitant valuations is often followed by a rather ungraceful return to earth.

They’ve been signing deals, these Constellation folk. Nuclear pacts, naturally. One cannot build a future on sunbeams and whims. No, one requires something… substantial. Something that hums with contained fury. And they’ve acquired Calpine, a transaction so vast it threatens to disrupt the very tectonic plates of the energy market. A fitting prelude, perhaps, to the storms to come.

Apparently, Energy Fuels has, thus far in 2026, outperformed its nuclear brethren. The rationale, according to TheFly.com, hinges on a confidence in White Mesa’s rare-earth refining capabilities and, more importantly, the prevailing winds of American policy concerning critical minerals. A comforting narrative, naturally. Further gains, we are told, might manifest in several ways.

Now, when I started assembling the stocks for the Voyager Portfolio, I decided to look beyond the obvious. Everyone rushes for the homebuilders and REITs, which is perfectly understandable, but a bit like grabbing the shiniest pebble on the beach. Instead, I started thinking about what underpins all this construction. What actually holds the whole thing up, metaphorically and, more importantly, literally? That led me to Carlisle Companies (CSL 2.89%), a name that may not set the pulse racing, but a company that quietly, efficiently, and rather impressively, provides the stuff that keeps buildings…dry.

Now, some folks chase the shiny new penny, the next hot stock that promises to launch you into orbit. But me? I like stability. I like knowing my investment won’t disappear faster than a pastrami on rye at a picnic. And if I had to pick one stock to hold for the next decade, you guessed it: Microsoft. Don’t expect fireworks, though. This isn’t a get-rich-quick scheme. This is a slow, steady climb… like my Aunt Mildred up a flight of stairs.