One of the major aims of asset allocation is to craft a portfolio with ingredients that don’t all behave in exactly the same way. This low-correlation stew offers protection against all assets heading ...

When thinking about how I wanted to construct this portfolio I had a short qualifications list for each fund I picked as well as goals for the overall portfolio. The qualifications for picking my ...

Sean Ross is a strategic adviser at 1031x.com, Investopedia contributor, and the founder and manager of Free Lances Ltd. Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level 1 exam ...

While equity-bond correlations have by and large been negative over the past decade, it has turned positive since 2022. Gold's historical status as a safe-haven asset and store of value offers a layer ...

Manoj Singh has 29+ years of experience working for the Central Bank of India. He is the author of Bulls, Bears, and the Tortoise. Diversification naturally appeals to the risk-averse creature inside ...

Why we should sing the praises of the tried-and-true 60/40 stocks-bonds portfolio.

If you're a do-it-yourself investor building a portfolio, the investment options can be overwhelming. Morningstar now divides the fund universe into about 140 separate categories based on each fund's ...

It has been said that diversification is the secret sauce of asset allocation. Diversification seems so obvious and so easy--"Don't put all your eggs in one basket." Investment professionals suggest ...

If you're an investor, then you owe a word of gratitude to the late Nobel Prize laureate Harry Markowitz and his work on Modern Portfolio Theory (MPT). The development and subsequent implementation of ...