Post-modern portfolio theory uses downside risk to refine portfolio optimization. Learn how PMPT offers an alternative to modern portfolio theory for risk-adjusted returns.

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

JPMorgan Equity Premium Income is an ETF that offers income and volatility reduction to equity portfolios. JEPI works by investing in an active equity portfolio and utilizing a covered call strategy ...

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 ...

Why settle for low returns on your nest egg when you can earn higher returns for about the same level of risk?

As you approach and ultimately enter retirement, you’ll need to reduce the risk of your investment portfolio gradually. But what exactly does that mean? And what steps should you take to make your ...

Here are two ways, and both involve buying a single Treasury Bond and investing in a stock index fund. Let’s take a $100,000 ...

Forbes contributors publish independent expert analyses and insights. Portfolio diversification represents one of the fundamental principles of investment management. By strategically allocating ...

Mirror Universe The premise of investing is that performance comes from assuming risk. No risk means no investment, as owning a riskless asset is merely saving. A little risk, a little return. More ...

Quality investing is an enigma. Few, if any, investment strategies increase return without increasing (or even cutting) risk. But the quality factor has done just that over the past decade. Higher ...

Explore the complexities of micro-cap investing, balancing risks and rewards in mutual fund portfolios amid regulatory ...

The investment seeks to achieve the highest total return consistent with the Adviser's determination of reasonable risk. The Adviser allocates the fund's investments primarily among a number of asset ...