I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

For more than a decade, many portfolios were built on low rates, benign inflation and supportive central bank policy. The ...

My colleague Amy Arnott recently wrote an article in which she argued investors ought to consider rebalancing their ...

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.

CapitaLand Ascendas REIT has a diversified portfolio of properties; the REIT's logistics assets have done reasonably well, but its business space properties have underperformed on a relative basis.

RALEIGH, N.C. — Investing is a balancing act. A balanced portfolio, you see, offers protection from a fall. Diversification reduces risk. That includes investing in different asset classes — stocks, ...

The main reason for rebalancing is to control risk, not necessarily to improve returns. Take a strategic approach to your asset allocation, and the main factors you would want to look at would be your ...

Maintaining a balanced portfolio helps manage risk and reach your investing goals Barbara Friedberg is a veteran investment portfolio manager, fintech consultant, and expert investor. She is a ...

Financial advisors can add one more selling point to adding alternatives to client accounts: Avoiding whiplash when stock and bond markets swing madly. It’s been quite a rollercoaster ride for owners ...