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 ...

Forbes contributors publish independent expert analyses and insights. Portfolio diversification represents one of the fundamental principles of investment management. By strategically allocating ...

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 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 ...

Traditional investments like stocks and bonds have long been the foundation of most portfolios. Still, in today’s volatile market, investors increasingly turn to alternative investments to enhance ...

For financial professionals and advisors, understanding the value of portfolio diversification is taken as a given. We know a well-diversified portfolio comprising assets with different performance ...

The distinction between fixed-horizon and open-ended portfolios plays an important role in determining how risk-managed equity strategies may be used. Read more ...

This year, the stock market is teaching new investors an important lesson, with many sectors losing value. Instead of hoping for the next big run-up, I will show you a diversified portfolio example ...

Interest compounds when interest payments also earn interest. Learn how to get compounding interest working for your portfolio. Most people have heard the old saying, "Don't put all your eggs in one ...

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 ...

Portfolio rebalancing is the act of adjusting investment wights to make sure the portfolio remains consistent with an investor's financial goals and risk tolerance. Periodic rebalancing is recommended ...