James Chen, CMT is an expert trader, investment adviser, and global market strategist. Erika Rasure is globally-recognized as a leading consumer economics subject matter expert, researcher, and ...

Jim Paulsen thinks the classic 60/40 portfolio construction is outdated in an era when recessions have become rare events.

My retirement portfolio generated a record amount of realized gains for 2024, generating >$110k in tax-free income, and bringing my 4-year annual average income to $95.5k. I explain how I use ...

In the session titled “Why Portfolio Performance Is Not About Multi-Baggers,” Ashish Gupta, CIO at Axis Mutual Fund, ...

The Quick Guide to Rebalancing Your Portfolio ...

Investors looking for solid gains should benefit from adding stocks with sound liquidity, which encourages business growth. Liquidity measures a company’s capability to meet short-term debt ...

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 ...

Bitcoin's (CRYPTO: BTC) volatility is well known, but Bitwise Chief Investment Officer Matt Hougan argues that when viewed within the context of a broader portfolio, the asset may improve performance ...

When people think about improving investment returns, they usually focus on picking better stocks or timing the market. But one of the most reliable ways to grow a portfolio has nothing to do with ...

It may be time to reassess the wisdom of the 60/40 portfolio, which was created back in the early 1950's and is often referred to as the "Modern Portfolio Theory." The theory was created by Harry ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...