Investors often think about which companies are doing well, what sector is hot, and where the market may be headed in the next few months. But more important than any of those is the question of ...

The starting point is diversification. Larimore's recommended portfolio holds three Vanguard index funds: For this initial exercise, I assume that the collective portfolio is equally weighted, such ...

Asset allocation is the composition of your investment portfolio across different asset types and classes, such as stocks and bonds. Stocks and bonds are two headlining ingredients in a successful ...

In the aftermath of the credit crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and ...

Every investor has their own needs, objectives and risk profile. Sharing portfolio management approaches can improve performance by sharing knowledge and experience. My household portfolio plan is ...

Your asset allocation may be the most important decision you make as an investor. In fact, studies have found that asset allocation determines over 90% of the variations in portfolio returns. In other ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a ...

The past few years should have been a great time for tactical-allocation funds to prove their worth. These funds aim to vary their asset exposure to take advantage of shorter-term changes in market ...