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

Claire Boyte-White is the lead writer for NapkinFinance.com, co-author of I Am Net Worthy, and an Investopedia contributor. Claire's expertise lies in corporate finance & accounting, mutual funds, ...

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What’s your investment portfolio’s performance? Do you know? Just 57% of U.S. adults are “financially literate,” according to a study from Standard & Poor’s titled the “2015 Global Financial Literacy ...

This year, the stock market is teaching new investors an important lesson, with many sectors losing value. Instead of hoping for the next big run-up, I will show you a diversified portfolio example ...

Asset allocation is simply the name given to the mix of investments that make up a given portfolio. Beyond just Apple vs Microsoft stock, asset allocation typically refers to broader asset classes ...

Build a 6-ETF retirement income portfolio targeting 5.7% yield with SCHD, DIVO, JEPQ, plus global & preferred diversification ...

One of the most important factors for traders when considering a strategy is the margin requirement for initiating and maintaining a position. Professional portfolio managers may benefit from applying ...

Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...

Today, we explore portfolio quality, applying the ideas of The Real Estate Chair. The four legs of the real estate chair include tenant credit quality, unit level performance, location, and ...