Portfolio

A theory on how risk-averse investors can construct portfolios to optimize or maximize expected return based on a given level of market risk, emphasizing that risk is an inherent part of ...

A theoretical bundle of investments that includes every type of asset available in the world financial market, with each asset weighted in proportion to its total presence in the market. ...

Any security that, when added to an existing portfolio of assets, generates excess returns or returns higher than a pre-selected benchmark without additional risk. An alpha generator can ...

An investment strategy that aims to balance risk and reward by apportioning a portfolio's assets according to an individual's goals, risk tolerance and investment horizon. The three main ...

The divergence of a mutual fund from its stated investment style or objective. Style drift occurs as a result of intentional portfolio investing decisions by management, a change of the ...

For a single bond, it is a measure of maturity that takes into account the possibility that a bond might be called back to the issuer.For a portfolio of bonds, average effective maturity ...

Income from investments, dividends, interest, royalties and capital gains. Portfolio income does not come from passive investments and is not earned through normal business activity. ...

Learn three ratios that will help you evaluate your investment returns.

Learn how the writings of John Burr Williams and Harry Markowitz led to the creation of the investment portfolio.

Choosing the right investments for you is the best way to feel comfortable with your portfolio.

Faced with an overabundance of choices, many investors forget to stick to the basics.

These guiding principles will help you avoid common folly during the decision-making process.

This is a step-by-step approach to determining, achieving and maintaining optimal asset allocation.

A diversified portfolio will protect you in a tough market. Get some solid tips here!

This indicator is not as important as some investors might think.

Young investors have some advantages over their older counterparts. Read on to learn how to build a portfolio that will grow with you.

Find out how you could be subject to larger losses than you think.

Learn how changes in a portfolio of stocks are represented.

Reducing risk and increasing returns in your portfolio is all about finding the right balance.

Balance risk and return to produce adequate income despite inflation.

Discover how owning properties can give you a roof over your head or a check in your pocket.

Without this risk-reduction technique, your chance of loss will be unnecessarily high.

Overwhelmed by investment options? Learn how to create an asset allocation strategy that works for you.

Your approach to your finances could determine your children's financial success.

Learn this easy-to-understand technique of analyzing a company's financial statements and reports.