Portfolio return measures the gain or loss of an investment portfolio over time. Learn how it influences investment ...

With a 2.9% gain in December, the Model Shadow Stock Portfolio finished 2025 up 18.8%, surpassing the S&P 500 index, which posted a total return of 17.9% for the year after rising just 0.1% during the ...

The CFA® Institute invented and maintains the Global Investment Performance Standards (GIPS) governing investment management performance. It’s time for our organization clarify what constitutes market ...

Most investors lose money not because markets fail, but because they fail to plan. Building a portfolio that survives market crashes, economic shifts, and changing life circumstances requires more ...

Most dividend stocks pay quarterly—but your bills don’t. Rent, groceries, gas, surprise car repairs… life doesn’t come once every three months. That’s why some investors are building what’s called a ...

My Seeking Alpha stock portfolio delivered 62.94% in the last year, outperforming the S&P 500 TR by ~3.8x. Read more about my portfolio here.

A financial advisor can helps individuals understand different investment options within the stock market, manage portfolios and align strategies with personal goals. These professionals may guide ...

As you begin building wealth and establishing an investment portfolio, you want to be very active in diversifying your investments as well. This is an essential process to help ensure your assets are ...

So-called lazy portfolios can help you maintain a diversified investment mix with just a handful of funds. Here's a look at a few popular ones. Many, or all, of the products featured on this page are ...

Are You Playing It Too Safe With Your Portfolio? Dziubinski: What are some signs that an investor might be taking on too much risk or maybe playing it too safe with their allocations? Benz: Well, ...

Managing an investment portfolio can be challenging for financial advisors and investors who handle multiple accounts and asset classes. As the financial industry becomes more digital, many ...

Learn about portfolio manager duties, required skills, education paths, and salary expectations to understand this financial ...