In Q1 2026, the Polen 5Perspectives Small-Mid Growth Composite Portfolio returned -3.4% gross and -3.6% net of fees, slightly underperforming the benchmark which returned -3.5%. Top contributors to performance included Sandisk Corp., Bloom Energy, and TechnipFMC, while SoFi Technologies, Figure Technology Solutions, and Affirm Holdings were the biggest detractors. This performance update highlights the portfolio's exposure to both growth opportunities and risks in the small to mid-cap segment, reflecting mixed market conditions. Investors should monitor how these holdings perform in upcoming quarters amid ongoing market volatility.
SoFi Technologies has declined about 30% year-to-date after two disappointing earnings reports in 2026, underperforming both the fintech sector and the broader market. Investors are looking to the Q2 earnings announcement on July 29 for signs of reco...
With the Federal Reserve expected to keep interest rates steady, high-yield savings accounts are offering attractive returns up to 4.50% APY in mid-2026. Online banks continue to compete aggressively, keeping rates well above the national average of ...
In 2026, high-yield savings accounts (HYSAs) are offering attractive interest rates up to 4.50% APY, far above the national average of around 0.38%. Despite recent Federal Reserve rate cuts and holds, many online banks maintain competitive rates to a...
Three high-yield savings accounts—SoFi, Synchrony Bank, and Barclays—stand out for offering strong APYs without minimum balance requirements. SoFi offers up to 3.80% APY with perks like early paycheck access and bonuses up to $400, ideal for those wi...
