One key finding: Portfolio diversification didn’t boost returns in 2023’s generally bullish market environment. To test the value of portfolio diversification, we created a portfolio made up ...

When building an investment portfolio, it can be tempting to find one asset or asset class you trust and build your entire strategy around that. There's just one problem with this, though – what ...

Using modern portfolio theory, investors can build portfolios that maximize return for a given level of risk or minimize risk for a desired level of return. Since its introduction by Henry ...

What Should Be in Your Investment Portfolio? The specifics will depend on several factors, such as your goals, time horizon, and risk tolerance. But overall, investors can benefit from strong ...

In recent years there were hard times, but little by little my portfolio as a whole has broken even, proving that financial shortsightedness is not a good counselor and that, in the long run ...

A lot of portfolio advice I see is sound but would result in portfolios that are too complicated for most people to implement and maintain over the long haul. If you want a portfolio based on ...

I hope these principles will help you avoid common pitfalls and ensure your portfolio is well-equipped for your retirement today or in the future. 1. Invest in funds that have an intelligent ...

A 60/40 investment portfolio is usually comprised of 60% stocks and 40% bonds. A 60/40 retirement portfolio split should only be deployed after a thorough assessment of the retiree's unique ...

The Model Portfolio identifies 20 recommended securities to generate $10,000 per year in income. The portfolio covers various sectors like real estate, business development companies, bonds ...