An investment portfolio is a collection of assets that puts your money to work for you. Capital invested in carefully selected funds or stocks can deliver meaningful returns instead of falling behind ...

Claire Boyte-White is the lead writer for NapkinFinance.com, co-author of I Am Net Worthy, and an Investopedia contributor. Claire's expertise lies in corporate finance & accounting, mutual funds, ...

Post-modern portfolio theory uses downside risk to refine portfolio optimization. Learn how PMPT offers an alternative to modern portfolio theory for risk-adjusted returns.

The key to investing success is consistency with a diversified portfolio. But a well-diversified portfolio isn’t determined by the number of funds. Sufficient diversification can be achieved in as few ...

Forbes contributors publish independent expert analyses and insights. Portfolio diversification represents one of the fundamental principles of investment management. By strategically allocating ...

What’s your investment portfolio’s performance? Do you know? Just 57% of U.S. adults are “financially literate,” according to a study from Standard & Poor’s titled the “2015 Global Financial Literacy ...

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One of the issues hanging over the Los Angeles teacher strike is the idea of portfolio management; the UTLA asserts that Superintendent Austin Beutner already has a plan prepared for converting the ...

One of the most important factors for traders when considering a strategy is the margin requirement for initiating and maintaining a position. Professional portfolio managers may benefit from applying ...

Today, we explore portfolio quality, applying the ideas of The Real Estate Chair. The four legs of the real estate chair include tenant credit quality, unit level performance, location, and ...

This post is by Justin Wells, Executive Director of Envision Learning Partners. Portfolio assessment has been around for a long time, and the practice appears to be growing. It’s easy to see why. A ...