Diversification is crucial, but rebalancing is essential to maintain your desired risk level and avoid unintended high-risk ...

Institutional Portfolio Target Returns: Many institutional portfolios aim for long-term returns of CPI plus 5%. In this context, securing a guaranteed CPI plus 2.2% through TIPS for a portion of ...

Building a portfolio to meet these goals requires a long-term perspective, a commitment to deep research, and a willingness to think (and act) independently. We share some thoughts on how to build ...

A January 17 periodic transaction report from the Clerk of the House of Representatives retrieved by Finbold’s congressional trading radar revealed that the congresswoman has given her portfolio quite ...

The root causes include overwhelming choice, reliance on outdated portfolio management approaches, and overreliance on historical performance metrics, which are poor indicators of future returns, ...

Closing the door on the old and ringing in the new year is a great time for reflection, and as an avid investor, my first stop is usually my portfolio. One area I like to review is what stocks ...

Your financial adviser may have a conflict of interest that you would never even think to ask about. Advisers are required by law to act in your best interest. They can sometimes be pushed to do ...

He noted that a survey of 26 large asset owners released by Willis Towers Watson in July revealed that over 10 years, those funds using total portfolio theory outperformed asset owners using ...

A simple 60/40 portfolio model would’ve easily beaten the returns that hedge-fund investors enjoyed, according to an estimate of their performance. Barclays estimated the weighted average ...

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X.com The Nancy Pelosi Stock Tracker account on X.com, formerly Twitter, recently posted that the California Representative's investment portfolio returned 54% in 2024, beating the popular Inverse ...