When investors talk about performance, the conversation often skips ahead to returns. But the decision that most shapes your ...

Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

In the most recent run-up from early 2009 through the end of 2021, this passively allocated 60/40 portfolio delivered about 9 ...

The good news: This is a great time to diversify. If, like many American investors, your portfolio is heavily weighted toward ...

Simplifying asset allocation can improve clarity, cut costs, and raise the odds you’ll stick with your plan, according to ...

Learn how portfolio diversification may help you manage investment risk. Discover practical strategies for building a ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

If there’s one token shaking up portfolio conversations right now, it’s Ozak AI. The idea of shifting just $500 from big-name ...

The current recommended Bitcoin allocation is just 1%. The new thinking is that investors can boost that allocation to 10% or higher, based on rising life expectancies and longer investing horizons.