Portfolio return measures the gain or loss of an investment portfolio over time. Learn how it influences investment ...

Diversification is one of the most talked-about principles in investing, and yet one of the most poorly executed in practice. While almost everyone has heard the advice, “don’t put all your eggs in ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. Diversification is one of the most important principles in ...

Learn about portfolio income, including examples and methods to enhance earnings. Elevate investment returns with expert tips on managing dividends and capital gains.

Exchange-traded funds (ETFs) have emerged as an efficient and cost-effective way to build a diversified portfolio. This is why many investors turn to this investment vehicle to reduce their risks.

Balancing a portfolio involves allocating your assets—i.e., stocks, bonds, real estate, and cash—in a way that aligns with your financial goals, time horizon, and risk tolerance. The goal is to ...

Portfolio rebalancing is the process of realigning the weightings of the assets in your investment portfolio to match your desired asset allocation. This typically involves selling overperforming ...

The key benefit of investment diversification is risk reduction. Treasury bonds have historically been quite solid diversifiers for US equity exposure. Cash has also looked really good. It’s possible ...

So-called lazy portfolios can help you maintain a diversified investment mix with just a handful of funds. Here's a look at a few popular ones. Many, or all, of the products featured on this page are ...

Rebalancing your portfolio is a critical – yet often misunderstood – aspect of long-term investing. In our recent Morningstar Investor subscriber webinar featuring portfolio strategist Amy Arnott and ...

There's no one formula for making money in stocks, based on the portfolios of some of the wealthiest investors on earth. With all the talk about FAANG, MAMAA and the Magnificent Seven and the ...