Currently 15 holdings in the portfolio. $2,408.64 in annual dividend income. Through the ups and downs of the market, income continues to grow. Hello and welcome to the October 2018 edition of my ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. Many investors make portfolio adjustments, including rebalancing, as the year winds down. Joining me to discuss how to rebalance as we head ...

My portfolio strategy is very unique. It focuses mainly on 3 asset classes. One represents about 50% of the portfolio. Here's why. In today's article, I will share my asset allocation going into the ...

Balancing your portfolio spreads your risks across asset classes. Checking your portfolio at regular intervals allows you to make tweaks as needed. A professional advisor can provide fresh eyes to ...

Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + Good. She continues to pursue her passion for writing and personal finance, ...

No matter your risk tolerance or investment style, the past two years have been a wild ride for both stock and bond markets. If you’ve been invested during this time the chances are your portfolio has ...

A financial portfolio is a collection of various investments like stocks, bonds, and others. Diversification is crucial; it involves mixing investment types to reduce risk. Regularly reviewing and ...

Treasury Inflation-Protected Securities were originally introduced in January 1997 and are designed to provide inflation-protected interest and principal payments. Unlike other bonds, which generate ...

Balance risk and stability by diversifying across sectors, regions and asset types. Reassess and rebalance your portfolio regularly to stay aligned with your strategy. Your investment approach should ...

As much as I dislike AI, it’s hard to disagree that it has its use cases. As a purely scientific tool, it’s a great way to sweep through troves of documents, research reports, news, and distill trends ...

If you’ve ever wondered what percent of your portfolio should be in cash, you’re not alone. The answer depends on your age, goals and tolerance for risk — but most experts recommend keeping somewhere ...