Discover why investors prefer the geometric mean for assessing portfolio performance due to its compounding effect, and learn how it differs from the arithmetic mean.
It may seem churlish but defining what we mean by “portfolio management” is an essential prerequisite to discussing it. The terms “order management system” and“portfolio accounting system” are often ...
James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...
He later went on to say, “Now at a place like Berkshire Hathaway or even Daily Journal, we’ve done better than average. … why ...
For most beginners, starting with 1–3 % crypto exposure is enough to test the waters. Use Bitcoin as your anchor and add one or two well-researched altcoins only after you’re comfortable with wallets, ...
Fixed income may not be as exciting as stocks most of the time, but investors still need it to offset risk in other areas. A sluggish economy combined with low interest rates makes things challenging ...
Stock valuations are near a historic high, at about 22 times forward earnings. The peak for that ratio is 24 times earnings, so stocks in a best-case scenario only have 9% or so upside from here, ...
The year 2025 has been a good one for investors who have invested in gold. This year, gold has delivered impressive returns.
The Vanguard S&P 500 ETF and the Vanguard Total International Stock ETF are good foundations for almost any portfolio. The Vanguard S&P 500 ETF provides exposure to the most influential U.S. stocks, ...