In the world of Wall Street, 60 years is an eternity. So when a concept like modern portfolio theory remains one of the most popular and successful investing strategies 66 years after it was first ...

Modern portfolio theory (MPT) is an investing strategy that looks to maximize returns. After all, we like making money, but we dislike losing money even more. Generally speaking, of course. That was ...

Investing can often feel like navigating a maze of endless options and ever-shifting market conditions. This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter ...

The dramatic volatility and portfolio declines of the financial crisis led many advisors to blame modern portfolio theory. Yet after a careful look at its principles, it s obvious that they are sound.

Recently, I informally surveyed clients along with a host of financial advisers I enjoy partnerships with, asking them a few questions that piqued my interest. One was whether shifting market ...

Efficient frontier diagrams do not actually show the asset allocations of portfolios on the efficient frontier, but this information is also available. Exhibit 1.3 provides an example of ten ...

Investing can be complicated with many moving parts, but modern portfolio theory (MPT) is a valuable tool to piece them together efficiently. If you've ever wondered how to construct a well-balanced ...