Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Diversification is one of the golden rules of investment management. By building a portfolio ...

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. Portfolio diversification represents one of the fundamental principles of investment management. By strategically allocating ...

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 ...

Investors need investment objectives to provide a clear direction for their portfolios. These objectives can help align their investments with specific financial goals, risk tolerance and time ...

In the world of finance and investing, the term "financial portfolio" is ubiquitous. All types of investors, large and small, individual and institutional, talk of adding to, taking from and ...

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 ...

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Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...

Regardless of how you feel, it's wise to see a doctor for an annual physical exam. The same goes for an investment portfolio. Investors should periodically measure performance and analyze the types of ...

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 ...

One of my favorite presentations—and one of the best-performing Morningstar videos on YouTube—is an oldie about how to build a portfolio that you don’t have to babysit. That’s a topic that I’ve ...