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 ...

Portfolio diversification is the seat belt for your investment portfolio. It's the giant bar across your lap on a roller coaster that keeps you from flying off the ride. Investors diversify their ...

Position sizing is your primary tool to control risk. Research shows it drives over 90 percent of a strategy’s risk-adjusted return variance. Portfolio risk management doesn’t live in a vacuum. You ...

Our guest for the video “Best Practices for Tax-Efficient Portfolio Management” is Michael Kitces. He is a financial planning expert and the head of planning strategy for Buckingham Strategic Wealth, ...

Managing a diverse investment portfolio requires having the right tools at your disposal. Investment portfolio management software is more sophisticated than ever and provides investors with many ...

Just as investors use portfolio management to ensure that their resources are appropriately balanced among various types of investments, so too should hospital IT leaders use portfolio management to ...

Direct is a way to easily create, edit, and analyze portfolios quickly and efficiently in Morningstar Direct. It unifies Morningstar’s powerful portfolio capabilities in a clear and intuitive ...

Investopedia contributors come from a range of backgrounds, and over 25 years there have been thousands of expert writers and editors who have contributed. Charlene Rhinehart is a CPA , CFE, chair of ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Erika Rasure is globally-recognized as a leading consumer economics subject matter expert, researcher, and ...

What constitutes the greatest risk to active portfolio management? originally appeared on Quora: the place to gain and share knowledge, empowering people to learn from others and better understand the ...

An effective portfolio management platform helps you organize client accounts, automate routine tasks, and keep your data accurate and secure. With the right software, you can focus more on client ...