Author: Jenna Lofton

Updated: August 2, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line Here’s an uncomfortable question: do you actually know what percentage of your portfolio is sitting in your single largest position right now? Not roughly. Exactly. Most investors don’t, and the ones who bought a mega-cap winner a few years ago are often sitting…

Updated: August 1, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line Quick gut check: when’s the last time you actually looked at your portfolio’s real allocation, not just the account balance? If the answer is “a while,” there’s a decent chance your carefully chosen 60/40 has quietly become something closer to 70/30 without you…

Updated: August 1st, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line Nobody has ever bragged at a party about their asset allocation, and honestly that’s the whole problem. Vanguard just flipped the sacred, decades-old 60/40 formula on its head, recommending 40/60 instead, and Morningstar’s diversified model has been quietly out-earning both of them for…

Updated: August 1, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line Let’s talk about the stock you spent three weeks researching, agonized over, and finally bought at exactly the wrong moment. Cute. It doesn’t matter nearly as much as you think it does. The most famous statistic in portfolio management, the one that claims…

Updated: July 31, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line A great earnings report and a rising stock price are not the same thing, and confusing the two is the single most common mistake I see investors make every earnings season. The headline EPS beat or miss tells you almost nothing on its…

Updated: July 31, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line EV/EBITDA is the metric professional analysts and investment bankers reach for first, and retail investors reach for last. That gap exists because P/E is easier to understand, not because it is more accurate. Once you understand why debt distorts P/E, you will never…

Updated: July 30, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line Free cash flow is the hardest number on a financial statement to manipulate. Earnings can be shaped by accounting choices. Cash either showed up in the bank or it did not. That is why free cash flow yield is the metric I trust…

Updated: July 30, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line The price to sales ratio exists to solve one specific problem: how do you value a company that has no earnings yet? It is the right tool for high-growth businesses and the wrong tool the moment you forget to check gross margin. Skip…