Risk-parity portfolios weight asset classes by volatility, and use modest leverage to boost returns while keeping volatility manageable. This article will walk you through a simplified example of how ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes into ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

Forbes contributors publish independent expert analyses and insights. Expert on personal finance and planning and paying for college. An asset allocation balances investment risk and return by ...

Measuring portfolio performance involves monitoring and analyzing returns, allocation, risk, and other elements. There are several metrics that an investor may choose from to gauge the progress of ...

This year, the stock market is teaching new investors an important lesson, with many sectors losing value. Instead of hoping for the next big run-up, I will show you a diversified portfolio example ...

Matt Webber is an experienced personal finance writer, researcher, and editor. He has published widely on personal finance, marketing, and the impact of technology on contemporary arts and culture.

Investors are often wary of having all their interests placed in just one asset class and will seek to hold investments across a number of options, not wanting to be reliant on one strategy. While all ...

If you're an investor, then you owe a word of gratitude to the late Nobel Prize laureate Harry Markowitz and his work on Modern Portfolio Theory (MPT). The development and subsequent implementation of ...