Portfolio Management

  1. Your Financial Planning: Don't Go it Alone

    You shouldn't be on your own when it comes to overseeing your investment strategy. ...
  2. Can Regular Investors Beat The Market?

    With the big name competition out there, hard-working people who invest have a tough ...
  3. Analyzing Investments in a Portfolio Framework

    Financial advisors need to consider many portfolio aspects when analyzing individual ...
  4. How Fantasy Football Will Sharpen Your Investing

    There are at least a few lessons to be learned from fantasy football that can be ...
  5. It’s Time to Ace Retirement

    Many people have doubts about whether or not they would have enough saved up for ...
  6. 3 Questions To Find Your Trading Plan

    Ask yourself these three questions to figure out which strategy is best for you. ...
  1. Hedge Fund Manager Thomas Mistele’s Q2 Activity ...

    Last year, the $101.25 billion fund Dodge and Cox generated a 6.95%% gain for investors
  2. Hedge Fund Manager David Blood’s Q2 Technology ...

    David Blood's $8.64 billion fund generated a 2.03% gain for investors in the second ...
  3. Chase Coleman’s Q2 Services Stocks Picks (AMZN, ...

    Chase Coleman of Tiger Global Management LLC increases his holdings in AMZN, CHTR, ...
  4. NIRP: Bonds Won't Diversify Your Portfolio Anymore ...

    Using bonds to diversify portfolios has grown more complex. Learn more about the ...
  5. BUFEX, BUFMX, BUFSX, BUFIX: Top Buffalo Funds ...

    Discover the top five Buffalo Funds for retirement diversification in 2016, with ...
  6. MFECX,MEIAX,DIFAX,DVRLX: 4 Top MFS Mutual Funds

    Discover the four best mutual funds offered by MFS Investment Management that offer ...
  1. The Complete Guide To Retirement Planning For ...

    Here is everything you need to know about retirement planning if you are in your ...
  2. Broker Summary: Fidelity Online Brokerage

    Learn how to navigate Fidelity's online broker services.
  3. Broker Summary: TD Ameritrade Thinkorswim

    We give you a quick review of TD Ameritrade's Thinkorswim online trading platform.
  4. Fund Transactional Activity

    Portfolio turnover is one of the simplest measures of mutual fund quality quality. ...
  1. What is the best way to diversify an investment portfolio?

    Learn which methods investors use to diversify their portfolios and how risk tolerance plays a big role in determining the ...
  2. What is a good annual return for a mutual fund?

    Explore the question of what constitutes a good annual return from investing in mutual funds and the factors that affect ...
  3. What does it mean when people say they "beat the market"? How do they know they have ...

    "Beating the market" can be used to refer to two different situations:1. An investor, portfolio manager, fund or other investment ...
  4. Why would a person choose a mutual fund over an individual stock?

    There are a number of reasons why an individual may choose to buy mutual funds instead of individual stocks. The most common ...
  1. SEC Filings: Forms You Need to Know

    The forms companies are required to file provide a clear view of their histories ...
  2. 5 Tips For Diversifying Your Portfolio

    Follow these 5 easy steps to achieve a fully diversified portfolio you can be proud ...
  3. 5 Reasons To Avoid Index Funds

    Index funds are an easy way to gain access to the financial markets, but here are ...
  4. 5 Ways To Double Your Investment

    Here are five different approaches that investors can take in hopes of doubling their ...
  5. 6 Ways To Recession-Proof Your Financial Job

    In uncertain times we all need some job security. Check out these 6 tips to recession-proof ...
  6. 5 Investing Statements That Make You Sound Stupid

    Sound like a pro by avoiding these five common rookie statements.
Hot Definitions
  1. North American Free Trade Agreement - NAFTA

    A regulation implemented on Jan. 1, 1994, that decreased and eventually eliminated tariffs to encourage economic activity ...
  2. Trickle-Down Theory

    An economic idea which states that decreasing marginal and capital gains tax rates - especially for corporations, investors ...
  3. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  4. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  5. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  6. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
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