When building an investment portfolio, one of the most important decisions is how to balance real assets and financial assets. Each plays a distinct role: Financial assets like stocks and bonds offer ...

It’s child’s play to beat the market over time, especially if you think the market is the S&P 500 or the Dow. Achieving above global market returns has nothing to do with luck, skill or paying some ...

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 ...

One of the most critical fallacies of portfolio benchmarking is the disparity between compound and variable rates of return. The importance of buybacks cannot be overlooked. Comparing your performance ...

Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios isn’t to ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market Technician ...