A simple test of adding gold and/or bitcoin to a stock and bond portfolio highlights key differences in risk and reward ...

Individual investors typically look at their accounts in terms of profit/loss. For professional portfolio managers, the assumption is that they will make a profit over the long run, so they're ...

Bonds have failed to hedge swings in stocks since 2022, dragging down portfolios, Morningstar said. The classic 60/40 portfolio has seen its worst performance in 150 years, a study from the firm ...

Investing in private real estate can be a challenge. At my firm, Midloch Investment Partners, we have an investments team that goes to great lengths to evaluate hundreds of investments every year. In ...

Mutual funds often hold cash, impacting performance. Experts say high cash levels can hinder returns in rising markets but ...