Post-modern portfolio theory uses downside risk to refine portfolio optimization. Learn how PMPT offers an alternative to modern portfolio theory for risk-adjusted returns.

Building a global investment portfolio as a U.S. expat demands thoughtful planning, an awareness of regulations and, ideally, ...

I prioritize not losing money, generating 1%-3% monthly cash flow, and practicing emotional fluidity for disciplined investment decisions. My portfolio focuses on value stocks in Hong Kong, China, and ...

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

If in 2025 you held a significant proportion of your investment portfolio in equities, gold or crypto, you probably had a great year. But now it's time for you to review your holdings and consider ...

If you’d like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over ...

Cullen Roche has written a book called Your Perfect Portfolio. Navigating this current environment and investing timelines ...

Unfortunately, you can't time the market on required minimum distributions (RMDs). RMDs are calculated based on two factors: the value of your portfolio and your age, both as measured at the end of ...

It's a good idea to do some portfolio rebalancing ahead of retirement. Make sure you're not too heavily invested in volatile assets. Line up steady portfolio income and reserve some cash as a backup ...