Portfolio return measures the gain or loss of an investment portfolio over time. Learn how it influences investment ...

For example, after a nearly yearlong bear market throughout 2022, many investors worried the worst was yet to come. In fact, ...

With a 2.9% gain in December, the Model Shadow Stock Portfolio finished 2025 up 18.8%, surpassing the S&P 500 index, which posted a total return of 17.9% for the year after rising just 0.1% during the ...

The CFA® Institute invented and maintains the Global Investment Performance Standards (GIPS) governing investment management ...

Select securities with a positive NAV performance, buy them at the lowest possible price, and keep them for the long run. This is investing. This approach will also help us over time to reduce the ...

Over the past decade, technology has revolutionized every industry imaginable. Yet, few sectors have experienced such a dramatic transformation as finance and investing. Artificial Intelligence (AI) ...

Home bias leads investors to favor domestic stocks, often ignoring the advantages of global diversification. Learn how this ...

Diversifying your portfolio sounds like a chore—something that you know you should do but don’t have the time or the energy to take on. There’s always something more pressing to do. And your portfolio ...

AGNC Investment is a mortgage REIT. The stock offers a huge 13% dividend yield. The company's goal is total return, not ...

S&P 500 gains derive from few stocks. Learn ETF vs. stock-picking tradeoffs, timing risks, and theme investing ...