Regardless of how you feel, it's wise to see a doctor for an annual physical exam. The same goes for an investment portfolio. Investors should periodically measure performance and analyze the types of ...

Investors and academics have long sought for a way to compare the performance of portfolios on a risk-adjusted basis. If you can adjust for risk, you can directly compare the performance of portfolios ...

Have you ever wondered why mutual funds that have 80% of their exposure to U.S. stocks (NYSEARCA:SCHB) and the other 20% to international stocks (NYSEARCA:EFA) are still measuring their performance ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: Here's your Money Briefing for Friday, January 28th. I'm J.R. Whalen ...

Amid challenging and volatile markets and negative stock performance in 2022, how can portfolio managers control portfolio liquidity risk effectively and maximise the returns from these investment ...

You’ve probably heard investing professionals talk about risk-adjusted returns. This is a way of measuring the performance of an investment that factors in risk—specifically, the extra risk required ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. J.R. Whalen: The recent sharp declines in the stock market have caused many ...

The amount of level 3 assets, or those that are not actively traded, in a fund is one of the best and most accessible proxies for a fund’s liquidity risk. The difficulty of valuing these assets makes ...

This article is written not only for investors with an intermediate-to-advanced degree of knowledge about financial metrics, but also for bitcoin skeptics whose concerns persist even as the asset is ...

Risk Tolerance Doesn’t Change With the Stock Marke... As an advisor, your job is to not only help clients reach their goals—but feel comfortable in their investment decisions. Yet that idea of ...

You want your portfolio to be diversified, so you buy a handful of stocks: Apple (NASDAQ: AAPL), Tesla (NASDAQ: TSLA), JPMorgan Chase (NYSE: JPM), UnitedHealth Group (NYSE: UNH) and Procter & Gamble ...