Click the three-dot button next to " Basic Portfolio, " then " Duplicate Portfolio " (not shown). This way, you can ...

Performance measures must align with portfolio use and features. Avoid Sharpe and similar ratios due to flaws; consider alternatives like trimmed alpha, median returns, and value at risk. CAGR is ...

Investors are optimists. Buying a public company’s shares today is a hopeful act that those shares will be more valuable in the future. A big challenge is holding onto that conviction during highly ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

This simple and cheap investment strategy can save you a lot of stress Written By Written by Contributor, Buy Side Anna-Louise Jackson is a contributor to Buy Side and an expert on economics, ...

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 ...

If there’s one topic most advisors dread more than market volatility or compliance paperwork, it’s talking about fees. Few things make an advisor’s pulse spike faster than a client asking, “So… what ...

When sophisticated investors make investments, one thing that is top of mind for them is thinking about how that investment is correlated to the performance of the rest of the market. They want to ...

My Seeking Alpha stock portfolio delivered 62.94% in the last year, outperforming the S&P 500 TR by ~3.8x. Read more about my ...

A higher Sortino ratio can indicate a good return relative to the risk taken. The Sortino ratio focuses on downside volatility, while the Sharpe ratio considers both upside and downside volatility in ...

It may be time to reassess the wisdom of the 60/40 portfolio, which was created back in the early 1950's and is often referred to as the "Modern Portfolio Theory." The theory was created by Harry ...