James Chen, CMT is an expert trader, investment adviser, and global market strategist. Gordon Scott has been an active investor and technical analyst or 20+ years. He is a Chartered Market ...

Are the bonds in high-yield or government instruments? Morningstar’s Portfolio Risk Score is a powerful new tool to measure and compare investment risks at a holdings level, so you can more ...

Performance measures must align with portfolio use and features. Avoid Sharpe and similar ratios due to flaws; consider alternatives like trimmed alpha, median returns, and value at risk.

These five performance ratios, which measure risk-adjusted return, will help you rate how good your portfolio manager is at increasing the value of your portfolio.

Assuming a portfolio of equities and corporate bonds of European companies ... Financial institutions and legal, accounting and consultancy firms are less severely hit by transition measures.

Investors can reduce risk while obtaining returns on their investments by diversifying the assets in a portfolio. What Is Volatility in a Portfolio? Volatility is a statistical measure of the ...

Include fixed-income assets like bonds to lower volatility and reduce risk in your portfolio. Add real estate through REITs to potentially increase returns and further reduce portfolio volatility.

That's where asset allocation comes into play. This investment strategy aims to balance risk with reward. A portion of an investor's portfolio is allocated to less risky asset classes, balancing ...

Measures of asset volatility frequently ... have a major impact on how it is incorporated into a portfolio. When constructing portfolios, risk tolerance is a major consideration.

WisdomTree US Value ETF offers high shareholder yield, low valuation, strong momentum, and low expense ratio. See why WTV is ...