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 ...

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 ...

If you’ve taken the time to decide on a target asset allocation—the mix of stocks, bonds, and cash in your portfolio—you’re probably ahead of many investors. But there’s a catch. Unless you’re ...

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 ...

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, ...

Are you dreaming of a life where your investments pay you back? It’s not a pipe dream. Let’s say your portfolio has $100,000 worth of dividend-paying stocks. Rather than just watching your money grow, ...

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 ...

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 ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Emerging markets have underperformed in recent years, but some analysts ...

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 ...