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 ...
Diversification is one of the golden rules of investment management. By building a portfolio of different-performing assets, such as alternatives, investors are better able to reduce risk and generate ...
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 ...
Forbes contributors publish independent expert analyses and insights. Fred Hubler, CEO & Chief Wealth Strategist of Creative Capital. Noura Hassan, uses a pocket calculator to convert the worth of US ...
I advise investors to build and hold a well-diversified portfolio through the market's up-and-down cycles. Such a strategy is a proven way to build wealth. Vanguard S&P 500 ETF is an excellent and ...
Gold often acts as a safe haven during periods of inflation and market volatility. ETFs offer greater liquidity and simplicity compared to storing physical gold. Many advisors recommend allocating 2% ...
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 ...
The primary reason for the dramatic rise in Bitcoin has been it being increasing used in portfolios of investors who previously avoided it. Modern Portfolio Theory shows that the most efficient ...
Focusing on factors within your control can help you stay even-keeled, no matter what the market throws at you. Dissecting your portfolio by themes or sectors can provide better clarity on exposure to ...
Diversification is a familiar term to most investors. In the most general sense, it can be summed up with the phrase: "Don't put all of your eggs in one basket." While that sentiment certainly ...
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 ...