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

Evaluating your portfolio's performance is an integral part of investing, but how you go about measuring that performance can turn a productive activity into an unproductive one. The trick is to make ...

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 ...

Schwab’s U.S. Dividend Equity ETF has underperformed other funds of late. The funds being held in comparison aren’t actually all that comparable. The purpose of diversifying any portfolio is to limit ...

Amid challenging and volatile markets and negative stock performance in 2022, how can portfolio managers control portfolio liquidity risk effectively and maximise the returns from these investment ...

Retirement Daily’s Robert Powell sits down with Dana Anspach from Sensible Money to tackle the 10 most common questions in retirement. In today’s episode, Anspach discusses the next most common ...

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 ...

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