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 ...

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 ...

I designed my own retirement income portfolio after firing my financial advisor in 2009 and started my income investing journey by learning all I could about investing. Using Portfolio Visualizer, I ...

Post-modern portfolio theory uses downside risk to refine portfolio optimization. Learn how PMPT offers an alternative to modern portfolio theory for risk-adjusted returns.

Forbes contributors publish independent expert analyses and insights. Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital. Noura Hassan, uses a pocket calculator to convert the worth of US ...

Gold often acts as a safe haven during periods of inflation and market volatility. ETFs offer greater liquidity and simplicity compared to storing physical gold. Many advisors recommend allocating 2% ...

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 ...

Focusing on factors within your control can help you stay even-keeled, no matter what the market throws at you. Dissecting your portfolio by themes or sectors can provide better clarity on exposure to ...

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 ...

The primary reason for the dramatic rise in Bitcoin has been it being increasing used in portfolios of investors who previously avoided it. Modern Portfolio Theory shows that the most efficient ...

As we’ve discussed before, not all indexes are created the same way. One of the major differences, in addition to characteristics such as size and style, can be the weighting scheme. Once indexes have ...

As one of the most capital-intensive industries, the construction sector’s need for establishing effective project management cannot be overstated. According to the KPMG Global Construction Survey of ...