• Education
    • General
      • Dictionary
      • Economics
      • Corporate Finance
      • Roth IRA
      • Stocks
      • Mutual Funds
      • ETFs
      • 401(k)
    • Investing/Trading
      • Investing Essentials
      • Fundamental Analysis
      • Portfolio Management
      • Trading Essentials
      • Technical Analysis
      • Risk Management
  • Markets
    • News
      • Company News
      • Markets News
      • Trading News
      • Political News
      • Trends
    • Popular Stocks
      • Apple (AAPL)
      • Tesla (TSLA)
      • Amazon (AMZN)
      • AMD (AMD)
      • Facebook (FB)
      • Netflix (NFLX)
  • Simulator
    • Simulator
      • Create an Account
      • Join a Game
    • My Simulator
      • My Game
      • Create a Game
  • Your Money
    • Personal Finance
      • Wealth Management
      • Budgeting/Saving
      • Banking
      • Credit Cards
      • Home Ownership
      • Retirement Planning
      • Taxes
      • Insurance
    • Reviews & Ratings
      • Best Online Brokers
      • Best Brokers for Beginners
      • Best Roth IRA Accounts
      • Best Trading Platforms
      • Best Robo-Advisors
      • Betterment vs Wealthfront
      • Betterment vs Vanguard
      • Wealthfront vs Vanguard
  • Advisors
    • Your Practice
      • Practice Management
      • Continuing Education
      • Financial Advisor Careers
      • Investopedia 100
    • Wealth Management
      • Portfolio Construction
      • Financial Planning
  • Academy
    • Popular Courses
      • Investing for Beginners
      • Become a Day Trader
      • Trading for Beginners
      • Technical Analysis
    • Courses by Topic
      • All Courses
      • Trading Courses
      • Investing Courses
      • Financial Professional Courses
Portfolio Construction
  • An Advisor's Role as Behavioral Coach
Financial Advisor Portfolio Construction

Portfolio Construction

Know what a balanced investment portfolio is and how to achieve it. Learn to include the proper mix of investments based on your risk tolerance and financial goals.

Portfolio Construction
  • An Advisor's Role as Behavioral Coach
graph with an arrow pointing upward

Pay Attention to Your Fund’s Expense Ratio

Investors should pay attention to expense ratios: even small differences in fees can have a significant impact on your investment over time.

  • 80-20 Rule Definition

  • Rule of 70 Definition

  • Churn Rate Definition

  • Advisors: How Do Edward Jones and Merrill Lynch Compare?

  • Types of rebalancing strategies

  • How Is Asset Turnover Calculated?

  • 4 Basic Pointers When Investing Other People's Money
  • Paul Tudor Jones, founder and chief investment officer of Tudor Investment Corporation, speaks at the Sohn Investment Conference in New York

    Inside ETFs 2019: More Access, Lower Fees
  • Descending line graph on list of share prices.

    Investment Portfolio Strategy in a Recession

  • What Is Your Client's Willingness and Ability to Take Risk?

  • Are Smart Beta ETFs Active, Passive or Both?
  • Couple sitting together financial work

    Joint Tenants With Right of Survivorship (JTWROS)

  • Impact ETFs Offer Advisors New ESG Opportunities

  • Changing the Definition of Risk in Retirement Planning
  • Investor analyzing stock market investments with financial dashboard on smartphone and computer screens

    Asset Allocation
  • Smiling businesswoman in discussion with clients at office workstation

    Investment Objective Definition

  • How Much Should Clients Allocate to Impact Investing?

  • The Step by Step Portfolio Planning Process

  • Rebalancing

  • The Best Portfolio Balance

  • Advisor Account

  • How Life Insurance Can Help With Cash Accumulation

  • Asset Allocation vs. Security Selection: What's the Difference?

  • A Guide to Core-Satellite Investing

  • What is a wrap account and what are the advantages of using one?

  • Modern Portfolio Theory: Why It's Still Hip

  • ESG, SRI, and Impact Investing: What's the Difference?
  • The Midsection of Businessman Using Calculator and Laptop at Desk

    Risk Tolerance Defined

  • Why Market Correlation Matters
  • Business Woman Thinking Account

    Why a 60/40 Portfolio Is No Longer Good Enough

  • 7 Simple Strategies for Growing Your Portfolio

  • How do investment advisors calculate how much diversification their portfolios need?
  • Financial advisor and woman with laptop meeting in dining room

    An Introduction to Managed Futures
  • Accounting

    Example of Applying Modern Portfolio Theory (MPS)
  • curved skyscraper on blue sky

    Introduction To Inflation-Protected Securities

  • Business Woman Thinking Account

    How Financial Advisors Pick Client Investments

  • Optimized Portfolio As Listed Securities (OPALS)

  • Active Versus Residual Risk: Know the Difference

  • Explaining Rising Interest Rates and Real Estate to Clients

  • Create Your Own US Equity Portfolio

  • Tailoring Your Investment Plan
  • A desk full of financial documents.

    Is there a positive correlation between risk and return?
  • An Advisor's Role as Behavioral Coach

    An Advisor's Role as Behavioral Coach

  • Advisors: Don’t Let Clients Chase ETF Returns
  • An older man looking up files on a laptop

    Top 4 Safest Investments for a Boomer's Portfolio
  • JPMAM

    A New Approach To Investing
  • JPMAM

    Reframing Fixed Income
  • JPMAM Part 2 v2

    Facing Volatility in 2019
  • JPMAM Part 2 v1

    Putting Market Events In Context
  • JPMAM 4

    Smoothing the Ride
  • JPMAM 3

    Cross-Border Portfolio Risks
  • JPMAM 2

    Navigating Rising Rates
  • JPMAM Video 1

    Managing Through Volatility

  • Permanent Portfolio Definition
  • Investor Checking Performance of Financial Portfolio Online Whilst Reviewing Investment Statement

    Dedicated Portfolio
  • Midsection Businessmen Analyzing Charts On Laptop In Office

    Alpha Generator Definition

  • Cluster Analysis Definition

  • Granular Portfolio Definition

  • Safety-First Rule
  • The U.S. government Social Security Agency Building.

    Divorce and New Social Security Rules: What to Know

  • A Guide to Security Selection

  • How Capital Gains Tax Works on Pension Funds

  • 10 Ways to Effectively Save for the Future
TRUSTe
  • About Us
  • Editorial Policy
  • Privacy Policy
  • Terms of Use
  • Advertise
  • Contact Us
  • Dictionary
  • News
  • Careers
  • #
  • A
  • B
  • C
  • D
  • E
  • F
  • G
  • H
  • I
  • J
  • K
  • L
  • M
  • N
  • O
  • P
  • Q
  • R
  • S
  • T
  • U
  • V
  • W
  • X
  • Y
  • Z
Investopedia is part of the Dotdash publishing family.