Market strategists warn that the tech concentration risk in the S&P 500 should remain central to investor positioning of market portfolios as the Fed gets set for a rate policy shift and the overall ...

The traditional 60-40 portfolio (60% stocks and 40% bonds) designed for long-term financial security in retirement has been deemed dead many times. Recent market volatility and diversification offered ...

As we head into the final quarter of 2025, many investors ask the same question: Is it better to rebalance now or wait? The short answer is that it’s probably a good idea, especially if your financial ...

Position sizing is your primary tool to control risk. Research shows it drives over 90 percent of a strategy’s risk-adjusted return variance. Portfolio risk management doesn’t live in a vacuum. You ...

Shares of Coinbase and Nvidia are poised for further growth, according to David Wagner, Aptus Capital Advisors portfolio manager and head of equities. Wagner joined CNBC's " Power Lunch " on Monday to ...

The Treynor-Black model combines an active and passive portfolio strategy to enhance risk-adjusted returns. Discover how it ...

The S&P 500 is at record highs, making market timing risky for new investors with fresh capital. Despite high valuations, I recommend building an income-focused portfolio rather than waiting on the ...

The classic 60-40 market portfolio — with 60% in stocks and 40% in bonds — has come under serious scrutiny in recent years, with major changes in the bond market leading to fundamental questions about ...