Expected return and standard deviation can help you analyze investment portfolios. Learn their differences, uses, and ...

The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Portfolio return on assets refers the weighted average of the return on assets ratio of the underlying stock holdings using long-only data, as of the most recent month-end portfolio.

Tax-efficient investing can quietly boost your returns over time. Learn how smart account choices and timing could help your portfolio grow more in 2026.

It may be time to reassess the wisdom of the 60/40 portfolio, which was created back in the early 1950's and is often referred to as the "Modern Portfolio Theory." The theory was created by Harry ...

The S&P 500 stock index gained 23% in 2024. The tech-heavy Nasdaq grew about 29%. Lofty stock returns and muted bond growth may mean investors need to rebalance their allocations to bring them back to ...

The following segment was excerpted from the Artisan Value Fund Q4 2025 Commentary.

Return Over Maximum Drawdown (RoMaD) offers investors a way to evaluate portfolios by comparing returns against unanticipated ...

Investors looking for solid gains should benefit from adding stocks with sound liquidity, which encourages business growth. Liquidity measures a company’s capability to meet short-term debt ...