Portfolio management is a coherent, focused strategy for managing investments in a harmonized fashion versus just buying and selling a collection of individual investment holdings. Portfolio ...

The key to investing success is consistency with a diversified portfolio. But a well-diversified portfolio isn't determined by the number of funds. Sufficient diversification can be achieved in as few ...

Zero-beta portfolios have no systematic risk and mirror the risk-free rate. Learn how to balance this strategy with market volatility.

Want to grow wealth but don’t want to have to spend hours poring over your investment portfolio or investment decisions? If so, a lazy portfolio may be right for you. Lazy portfolios are designed to ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes into ...

One of the most critical fallacies of portfolio benchmarking is the disparity between compound and variable rates of return. The importance of buybacks cannot be overlooked. Comparing your performance ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

The classic balanced portfolio of 60% U.S. stocks and 40% U.S. bonds has rebounded from its worst year in more than a decade but remains besieged by naysayers and doubters. While there are lessons to ...

If investments have varying returns over time, a portfolio may bear little resemblance to its original allocation.