Post-modern portfolio theory uses downside risk to refine portfolio optimization. Learn how PMPT offers an alternative to modern portfolio theory for risk-adjusted returns.

Portfolio return measures the gain or loss of an investment portfolio over time. Learn how it influences investment strategies and risk management for more effective decision-making.

An investment portfolio is a collection of assets that puts your money to work for you. Capital invested in carefully selected funds or stocks can deliver meaningful returns instead of falling behind ...

Targeting the highest-yielding asset classes can leave investors exposed to significant market risk. Here are tips to ...

If you’ve taken the time to decide on a target asset allocation—the mix of stocks, bonds, and cash in your portfolio—you’re probably ahead of many investors. But there’s a catch. Unless you’re ...

This year, the stock market is teaching new investors an important lesson, with many sectors losing value. Instead of hoping for the next big run-up, I will show you a diversified portfolio example ...

What’s your investment portfolio’s performance? Do you know? Just 57% of U.S. adults are “financially literate,” according to a study from Standard & Poor’s titled the “2015 Global Financial Literacy ...

Today, we explore portfolio quality, applying the ideas of The Real Estate Chair. The four legs of the real estate chair include tenant credit quality, unit level performance, location, and ...

The importance of biodiversity as a nature-related risk in investors’ portfolios has become better understood in the past few years. Read more here.