Diversification is one of the golden rules of investment management. By building a portfolio of different-performing assets, such as alternatives, investors are better able to reduce risk and generate ...

Leeron is a New York-based writer who specializes in covering technology for small and mid-sized businesses. Her work has been featured in publications including Bankrate, Quartz, the Village Voice, ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

A durable income-focused portfolio strategy reduces income reduction risk and stress by prioritizing stable income over market-beating returns. In this respect, I have outlined my detailed approach ...

Investors need investment objectives to provide a clear direction for their portfolios. These objectives can help align their investments with specific financial goals, risk tolerance and time ...

Investing is fundamentally an exchange of spending power today for the attainment of a goal in the future. Building a portfolio to meet these goals requires a long-term perspective, a commitment to ...

Portfolio income – money you earn via investing – is a valuable addition to your personal financial life no matter what your age. With the Morningstar U.S. stock index up 31.56% year-to-date (as of ...

Today, we explore portfolio quality, applying the ideas of The Real Estate Chair. The four legs of the real estate chair include tenant credit quality, unit level performance, location, and ...

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 ...

Investors are often wary of having all their interests placed in just one asset class and will seek to hold investments across a number of options, not wanting to be reliant on one strategy. While all ...

One of the most important factors for traders when considering a strategy is the margin requirement for initiating and maintaining a position. Professional portfolio managers may benefit from applying ...

Below, we cover the best portfolio analyzers and analysis tools in detail. (Personal Capital is now Empower) has 3.3 million users, some of whom use free tools such as the Personal Dashboard, and some ...