With market volatility causing concern for many investors, it's no surprise that some are looking for alternative investments. These investments are outside the realm of stocks and bonds. In many ...

Exchange-traded funds make it easy to diversify a portfolio and are often easier for investors to buy than their mutual fund counterparts. That’s because they’re traded on an exchange and don’t have ...

How should investors think about cryptocurrency as part of a broader diversified portfolio? I spent most of the past four years working for the University of Chicago endowment where we had to consider ...

For many investors the decision isn't about "IF" bitcoin belongs in their portfolio, but "where" does it belong in their portfolio (personally, at current valuations I would be cautious, but I think ...

But Sequoia is hardly the first concentrated fund to soar, then take a nosedive, due to its heavily weighted positions. Some of the most fabled mutual funds of the past few decades have experienced a ...

Modern portfolio theory dictates that investors should own a variety of unrelated asset types. Pfizer, a top-shelf pharma stock, has attributes that could allow it to serve a variety of roles. However ...

In our recently published 2023 Diversification Landscape report, we took a deep dive into how different asset classes performed in the past couple of years, how correlations between them have changed, ...

A diversified portfolio can help you manage risk and achieve long-term financial goals by spreading investments across different asset classes. Your diversification strategy will depend on your ...

Preferred stock exists somewhere in the middle between equity and debt. It has some of the disadvantages of both, with very little of the upside. Preferred stock funds have not performed as well as ...

For a financial services company, for example, we found that success in implementing the portfolio was significantly dependent upon two business units’ commitment to meeting the scale targets they had ...

Model portfolios can be powerful tools -- leveraging research, market insights, and years of experience, these asset manager-crafted offerings save time for advisors to focus on clients. But how ...

Bitcoin is a digital currency that’s evolved into a digital store of value with some characteristics of gold. The important issue for investors is how it’s valued, which depends on a variety of ...