While rebalancing may slightly lower potential returns in the short term, it reduces portfolio volatility and improves long-term risk-adjusted returns. Here’s why rebalancing matters: ...

The firm found that while Bitcoin allocations of 2% to 7% within traditional portfolios helped improve risk-adjusted returns, allocations of that scale made over 75% of the portfolio risk ...

Hulbert places a lot of weight on risk-adjusted returns of newsletters’ recommended portfolios. Risk-adjusted returns have more predictive value than raw returns, countless academic studies have ...

How to manage risk with a total wealth management approach. No portfolio is an island ... to improve risk-adjusted returns. A novel framework to model human capital at the firm level.