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 ...

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 ...

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 ...

In taxable accounts, selling investments to rebalance can trigger capital gains taxes. Expat investors need to weigh the benefits of rebalancing against these potential costs. Techniques like tax-loss ...

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 ...

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 ...

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 ...

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 ...

In the world of finance and investing, the term "financial portfolio" is ubiquitous. All types of investors, large and small, individual and institutional, talk of adding to, taking from and ...

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 ...

You wouldn’t start by just stacking random bricks—you’d first make a plan, choose the right materials, and know what kind of house you want. Investing is the same way. It’s not just about picking ...