Exchange-traded funds make it easy to diversify a portfolio and are often easier for investors to buy than their mutual fund counterparts. That’s because they’re traded on an exchange and don’t have ...

But Sequoia is hardly the first concentrated fund to soar, then take a nosedive, due to its heavily weighted positions. Some of the most fabled mutual funds of the past few decades have experienced a ...

For a financial services company, for example, we found that success in implementing the portfolio was significantly dependent upon two business units’ commitment to meeting the scale targets they had ...

Preferred stock exists somewhere in the middle between equity and debt. It has some of the disadvantages of both, with very little of the upside. Preferred stock funds have not performed as well as ...

Model portfolios can be powerful tools -- leveraging research, market insights, and years of experience, these asset manager-crafted offerings save time for advisors to focus on clients. But how ...

Unless you've got a massive inheritance coming your way, you'll probably be funding your retirement with a combination of Social Security and a nest egg of savings. But for most people, getting to ...

Investors typically allocate to MLPs/midstream in an income portfolio, given generous yields and potential diversification benefits. Energy infrastructure can also fit in a real asset sleeve and has ...

A diversified portfolio can help you manage risk and achieve long-term financial goals by spreading investments across different asset classes. Your diversification strategy will depend on your ...

For many investors the decision isn't about "IF" bitcoin belongs in their portfolio, but "where" does it belong in their portfolio (personally, at current valuations I would be cautious, but I think ...