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

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Learn about portfolio income, including examples and methods to enhance earnings. Elevate investment returns with expert tips on managing dividends and capital gains.

401(k) plans typically offer 10 or more investment options, including stock, bond and target-date mutual funds. Performance history (i.e., long-term investment returns) and management costs are key ...

Portfolio rebalancing is the process of realigning the weightings of the assets in your investment portfolio to match your desired asset allocation. This typically involves selling overperforming ...

Investors, both new and experienced, are constantly looking for ways to diversify and enhance their portfolios. Recently the industry has seen a shift in investors seeking alternative investment ...

High-yield fixed-income investments aim to provide steady income, capital preservation and higher returns than traditional fixed-income assets like government bonds or savings accounts. Although these ...

Advisers and investors are increasingly focused on fixed income solutions that provide both reliable income and portfolio ...

Exchange-traded funds (ETFs) have emerged as an efficient and cost-effective way to build a diversified portfolio. This is why many investors turn to this investment vehicle to reduce their risks.

As financial advisors navigate an increasingly complex investment landscape, the traditional 60/40 stock-bond portfolio allocation is facing unprecedented challenges. With heightened market volatility ...

So-called lazy portfolios can help you maintain a diversified investment mix with just a handful of funds. Here's a look at a few popular ones. Many, or all, of the products featured on this page are ...

Rebalancing your portfolio is a critical – yet often misunderstood – aspect of long-term investing. In our recent Morningstar Investor subscriber webinar featuring portfolio strategist Amy Arnott and ...