Portfolio Management
Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.
Robo-Advisors: An Intelligent Way to Invest
Learn more about building a diversified investment portfolio—and how a robo-advisor can help.
How to Hedge Against an Event-Driven Correction
How to use S&P 500 put options for temporary downside portfolio protection when concerns over an event-driven sell-off are elevated.
Muni Bonds and Extreme Weather
Some municipalities are more susceptible to weather-related risk than others. Here are three ways to help weather-proof your muni portfolio.
5 Tips for Weathering a Recession
How to help position your portfolio in anticipation of an economic downturn.
3 Strategies for Highly Appreciated Stocks
A stock that's experienced substantial growth can be a boon to your portfolio—but also can lead to overconcentration. Here's what to know about managing concentration risk.
Using the Sortino Ratio to Gauge Downside Risk
The Sortino ratio focuses only on the downside risk of a portfolio, which is what short-term investors may want if they've got a short-term goal. The higher the Sortino ratio, the better the risk-adjusted return.
How's That Fund Doing? Check the Information Ratio
Want to cut through the noise on fund performance? The Information ratio can help you identify funds—and fund managers—who may be outperforming their peers.
Income-Generating ETFs: Covered-Call vs. Dividend?
Exchange-traded funds that combine equity market exposure with a side of options may seem appetizing, but there are risks worth considering before adding one to your plate. For many investors, straightforward dividend ETFs may be a better choice.