Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
Top Portfolio Products: Winklevoss Twins File Bitcoin ETF
By Marlene Y. SatterIn recent portfolio developments, the brothers of Facebook fame filed a Bitcoin ETF with the SEC, and Thornburgs Developing World Fund went global.
July 01, 2013
Why Hyperactively Managed Funds OutperformMany mutual fund managers dont do much, but those that do generate high alpha net of fees.
July 01, 2013
Model Behavior and Real-World HangoversTrusting sophisticated financial models is tempting and dangerous.
July 01, 2013
MLPs: ‘A Place in Every Portfolio’Try finding a young asset class that financial advisors are more excited about than the high-yielding master limited partnership.“My clients own…
July 01, 2013
Behavioral Finance in the Real World: Fund Profits From Human BiasRalf Scherschmidt's fund identifies small-cap companies in the developed world that are overlooked by market bias and then takes advantage of earnings surprises.
June 29, 2013
A Surprising Opportunity for Possible YieldBank loan funds have "no upside," says Mark Okada of Highland Capital, so why are they so appealing?
June 28, 2013
Top Portfolio Products: T. Rowe Debuts Global Allocation FundOther products introduced over the last week include two new Japan-focused ETFs from Direxion and a covered call ETF from Horizons USA.
June 28, 2013
Bond Mutual Funds, ETFs Post Record OutflowThe $61.7 billion outflow far exceeds the previous record set at the height of the financial crisis in October 2008.