Third-party model portfolios are on the rise--more than 400 have been launched since 2018, according to Morningstar's 2020 Model Portfolio Landscape. Two key reasons for the proliferation of these ...

Google today is adding a useful feature to investors that use Google Finance – Portfolio Charting. Before, Finance just showed a chart for each individual stock, but now – using transaction data users ...

Market crashes are unavoidable, but portfolio damage is not. Analysis of major crises shows diversification across equity, ...

Five month 2018 update reveals the improving performance of both BDCs and mREITs. What happens to my investments when interest rates drop like a rock? Two charts reveal the accelerated ROI (Return On ...

Too many investors ignore risk and volatility, and focus exclusively on growth. The efficient frontier illustrates a balanced approach to maximize growth with responsible risk. This chart can be used ...

Rebalancing portfolio has been around for a long time. Rebalancing methods all seek to restore your original risk. None of them deal with improving your returns. The idea of rebalancing your portfolio ...

Returns quoted represent past performance which is no guarantee of future results. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or ...

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” second quarter 2024 investor letter. A copy of the letter can be downloaded here. In the second quarter, ...