An investment portfolio is a collection of assets that puts your money to work for you. Capital invested in carefully ...

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 ...

This guide covers the basics of putting your investing house in order, starting with your risk capacity and risk tolerance.

In our previous report, we discussed how practitioners typically measure investment risk. We also noted how there are ways to reduce risks in a portfolio, such as ‘diversification,’ which can help ...

Traditional investments like stocks and bonds have long been the foundation of most portfolios. Still, in today’s volatile market, investors increasingly turn to alternative investments to enhance ...

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 ...

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 ...

Regardless of how you feel, it's wise to see a doctor for an annual physical exam. The same goes for an investment portfolio. Investors should periodically measure performance and analyze the types of ...

One of my favorite presentations—and one of the best-performing Morningstar videos on YouTube—is an oldie about how to build a portfolio that you don’t have to babysit. That’s a topic that I’ve ...

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 ...

Portfolio rebalancing is the act of adjusting investment wights to make sure the portfolio remains consistent with an investor's financial goals and risk tolerance. Periodic rebalancing is recommended ...