Key Takeaways The 60/40 portfolio no longer reflects modern market dynamics, according to José Minaya of BNY.A better model is a 50/30/20 portfolio that balances equities, bonds, and alternatives, he ...

Susan Dziubinski: What’s the allure of model portfolios for financial advisors? Jason Kephart: Model portfolios are a useful option for advisors who’d rather spend less time thinking about stocks and ...

Commercial real estate represents 16% of the U.S. investment market making it the third largest asset class after equity and ...

The following model stock portfolio is focused on capital appreciation using institutional quality stocks. The goal is to beat the S&P 500 Index (SP500) as the benchmark. The following criteria were ...

Mutual funds: When curating a new portfolio, investors are advised to follow the strategy of constituting two different sets of portfolios: core and satellite. This investing strategy can go a long ...

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 ...

Glenn Dorsey, CFA, CAIA, is senior vice president and head of client portfolio management at Clark Capital Management Group, a privately held and employee-owned asset manager that believes investing ...

Rachael has a Bachelor’s degree in mass media from Wilson College, Mumbai and a Master’s degree in English from Pune University. The Capital Asset Pricing Model (CAPM) is a foundational concept in ...

Investors looking for dividend income will appreciate SPDR Portfolio S&P 500 High Dividend ETF, but you need to understand what it does before you buy it. Most investors don't consider dividends when ...