Portfolio strategist Amy Arnott (2) tested an 11-asset portfolio against the classic 60/40 mix and discovered that the ...

Morningstar researchers found that an 11-item investment portfolio beat both the stock market and the classic 60/40 asset mix ...

Diversification is one of the most talked-about principles in investing, and yet one of the most poorly executed in practice. While almost everyone has heard the advice, “don’t put all your eggs in ...

The past 14 months have been a shining example of why diversification matters in an investment portfolio. Those of you who diversified well have likely reaped the rewards! I’ve spoken often about the ...

Investors are taking another look at the potential risks and benefits of running a more concentrated portfolio Investors are debating the merits and risks of running a more concentrated stock ...

Investing can often feel like navigating a maze of endless options and ever-shifting market conditions. This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter ...

Growth and income funds pursue both capital appreciation and current income, i.e., dividends and interest from bonds.

New research finds U.S. public pension plans have shifted to more diverse investment portfolios, which enabled these funds to grow, deliver reliable benefits, and withstand market turmoil during and ...

Discover how sector breakdowns define the allocation of funds in various industry sectors within a portfolio, aiding in ...

It is easy to get caught up in short-term market moves, but you really need to think long-term.

Forbes contributors publish independent expert analyses and insights. I am the Executive Chairman of Diversified, a CFP and author. Investors often blame the investment itself when things go wrong. A ...