Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Ray Dalio: Cathie Wood's $500,000 Bitcoin Forecast 'Doesn't Make Sense'
By Bernice NapachAt the SALT conference, Dalio also spoke about his retirement plans and the changing world order.
September 13, 2021
Debate: Do Cryptocurrencies Belong in Retirement Accounts?Two professors debate whether Bitcoin and other cryptocurrencies are worth holding in IRAs.
September 10, 2021
15 Best Model Portfolio Series of 2021: MorningstarMorningstar scored the people, process and parent of each model portfolio; fees were a big factor in the ranking.
September 10, 2021
VanEck Launches First Sustainable Muni ETFThe fund, managed by Jim Colby and Stephanie Wang, adds to VanEck's current muni ETF lineup, which has $7 billion in assets.
September 10, 2021
Cathie Wood's Ark ETFs Sell $139M of Tesla StockThe sales amount to around 3% of ARK's Tesla stake, and the firm still holds well over $4 billion, making it one of Tesla's top 20 holders.
September 09, 2021
Morningstar Boosts Model Portfolio ResearchThe firm says it is doubling Analyst Rating coverage of model portfolios by the end of 2021.
September 09, 2021
After NCAA Ruling, Morgan Stanley Takes On a New MarketSandra L. Richards tells ThinkAdvisor how the firm's specialized advisors help college athletes build a road map to financial success.
September 09, 2021
Janus Henderson Enters Crowded ESG Field With Five Active ETFsThe estimated expense ratios for the funds range from 0.35% to 0.60%.