Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Global Venture Capital Investors Enthusiastic About U.S.
By Michael S. FischerGlobal investor confidence in the U.S. has increased significantly thanks to favorable markets and abundant opportunities, according to a survey.
August 11, 2014
Using ETF Trailing Stop Orders in Portfolios: Watch the Price!In building portfolios for clients, I like to use TSOs on ETFs, but I've seen an interesting dynamic at play that advisors should watch.
August 11, 2014
Are 10% Portfolio Returns Reasonable?Many financial advisors, robo-advisors in particular, often rely on historical return data. How reasonable are these averages for retirement investors?
August 08, 2014
Investors: Beware of the QuantsResearch Affiliates argues that very few investment strategies have proven their worth over time and across markets.
August 07, 2014
U.S. Alt Mutual Fund Asset Market Share to Double by 2015: CerulliAlt funds' share of total mutual fund assets is expected to grow to 14% in 10 years from 3% today.
August 03, 2014
A Healthy Stock Market Needs These 3 SectorsSeveral industries are key to a healthy economic recovery and sustained equity market performance.
August 01, 2014
Anyone Can Invest Like Buffett, Icahn With New ETFWant a tip from Warren Buffett? New app provides instant notification of his SEC filings, and the accompanying ETF blends the 10 best performing billionaires.
July 31, 2014
Advisor forecast: Russell 1000 stocks to rise 6.3 percentThe report indicates that 82 percent of advisors are optimistic about equity markets over the next three years.