The stock is trading well over tangible book value, and that takes it out of our sweet spot. In markets like Argentina, you ...

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

My Seeking Alpha stock portfolio delivered 62.94% in the last year, outperforming the S&P 500 TR by ~3.8x. Read more about my portfolio here.

Most investors lose money not because markets fail, but because they fail to plan. Building a portfolio that survives market crashes, economic shifts, and changing life circumstances requires more ...

The CFA® Institute invented and maintains the Global Investment Performance Standards (GIPS) governing investment management performance. It’s time for our organization clarify what constitutes market ...

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

With a 2.9% gain in December, the Model Shadow Stock Portfolio finished 2025 up 18.8%, surpassing the S&P 500 index, which posted a total return of 17.9% for the year after rising just 0.1% during the ...

A financial advisor can helps individuals understand different investment options within the stock market, manage portfolios and align strategies with personal goals. These professionals may guide ...

Balancing a portfolio involves allocating your assets—i.e., stocks, bonds, real estate, and cash—in a way that aligns with your financial goals, time horizon, and risk tolerance. The goal is to ...

So-called lazy portfolios can help you maintain a diversified investment mix with just a handful of funds. Here's a look at a few popular ones. Many, or all, of the products featured on this page are ...

Investors are still coming out of one of the worst bond markets in history. Between the bond market’s dismal 2022 and the stock market’s downturn from the onset of the Russia-Ukraine war, the 2020s ...

Learn about portfolio manager duties, required skills, education paths, and salary expectations to understand this financial ...