Discover top strategies to boost investment returns with six proven tips on equities, diversification, and cost management to build a better, balanced portfolio.

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Investors are optimists. Buying a public company’s shares today is a hopeful act that those shares will be more valuable in the future. A big challenge is holding onto that conviction during highly ...

Note: This video is one of several interviews that Morningstar director of personal finance Christine Benz had with Vanguard officials at this year's Bogleheads event. See all of the interviews here.

Discover how a well-crafted high-risk portfolio can lead to market-beating returns. Learn about strategies, risk management, and investment opportunities today.

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

Modern portfolio theory is designed to optimize return for a given level of variance across a spectrum of investment opportunities. The ability to monitor and optimize a portfolio gives rise to the ...

Before shifting into further discussion about whether these historical numbers provide the most appropriate assumptions for future market performance, it is worth understanding how to choose an asset ...

The so-called “Permanent Portfolio” was designed in the 1980s to be safe and profitable in all economic conditions. We take a look at the ingredients and performance of the Permanent Portfolio by ...

This article addresses what is commonly called sequence risk, but that term is inadequate. The topic could just as well be called “sequence opportunity.” The point is that sometimes the order in which ...