If investments have varying returns over time, a portfolio may bear little resemblance to its original allocation.

Rebalancing your portfolio is one of the most fundamental yet often overlooked disciplines in long-term investing. That's too bad. Because this vital maintenance task is among the easiest and least ...

Risk-parity portfolios weight asset classes by volatility, and use modest leverage to boost returns while keeping volatility manageable. This article will walk you through a simplified example of how ...

A diversified portfolio can help you manage risk and achieve long-term financial goals by spreading investments across different asset classes. Your diversification strategy will depend on your ...

Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios isn’t to ...

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 ...