Portfolio construction is crucial for any investor, whether a beginner or experienced, as it helps balance risk and maximize returns. The key is to ensure each investment serves a specific purpose ...

Exchange-traded funds make it easy to diversify a portfolio and are often easier for investors to buy than their mutual fund counterparts. That’s because they’re traded on an exchange and don’t have ...

Modern portfolio theory dictates that investors should own a variety of unrelated asset types. Pfizer, a top-shelf pharma stock, has attributes that could allow it to serve a variety of roles. However ...

A diversified portfolio can help you manage risk and achieve long-term financial goals by spreading investments across different asset classes. Your diversification strategy will depend on your ...

Preferred stock exists somewhere in the middle between equity and debt. It has some of the disadvantages of both, with very little of the upside. Preferred stock funds have not performed as well as ...

In our recently published 2023 Diversification Landscape report, we took a deep dive into how different asset classes performed in the past couple of years, how correlations between them have changed, ...

Investors typically allocate to MLPs/midstream in an income portfolio, given generous yields and potential diversification benefits. Energy infrastructure can also fit in a real asset sleeve and has ...

(MoneyWatch) On May 24, Vanguard announced that it was closing its high-yield corporate fund (VWEHX) to new investors. The reasoning behind the closure was strong cash flows into the fund. Vanguard ...

Unless you've got a massive inheritance coming your way, you'll probably be funding your retirement with a combination of Social Security and a nest egg of savings. But for most people, getting to ...

Forbes contributors publish independent expert analyses and insights. Empowering smarter money moves. Historically, one of the arguments for diversity equity inclusion was that diverse teams make ...