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 ...

Dynamic asset allocation adjusts your portfolio based on macroeconomic trends to optimize returns and manage risk, offering flexibility in varying market conditions.

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

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 ...

As you begin building wealth and establishing an investment portfolio, you want to be very active in diversifying your investments as well. This is an essential process to help ensure your assets are ...

Below is a graphic representation of the data in the chart above. It may clearly be observed that standard deviation of the portfolio is asymptotic (law of diminishing returns) as it relates to ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. Diversification is one of the most important principles in ...

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 ...

Passive income is money received regularly without having to perform active work. Sources can include royalties, a pension, rental income or a business venture in which the investor is not actively ...

Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...

A narrow focus on real estate investment trusts (REITs) or high-yielding stocks could be hazardous to one's retirement years. The dividend is capital appreciation that otherwise would have been ...