In our recently published 2022 Diversification Landscape report, we took a deep dive into how different asset classes performed in the past couple of years, how correlations between them have changed, ...

Portfolio construction is crucial for any investor, whether a beginner or experienced, as it helps balance risk and maximize returns. The key is to ensure each investment serves a specific purpose ...

A diversified portfolio can help you manage risk and achieve long-term financial goals by spreading investments across different asset classes. Your diversification strategy will depend on your ...

An investment portfolio is a collection of assets that puts your money to work for you. Capital invested in carefully selected funds or stocks can deliver meaningful returns instead of falling behind ...

Putting together a portfolio can feel like a big task, right? You want it to show off your best work, but also make people ...

Investors typically allocate to MLPs/midstream in an income portfolio, given generous yields and potential diversification benefits. Energy infrastructure can also fit in a real asset sleeve and has ...

The Avantis US Small Cap Value ETF is an actively managed small-cap value fund with a 0.25% expense ratio and over $17 billion in assets. It's noted for delivering above-average returns every year ...

Exchange-traded funds make it easy to diversify a portfolio and are often easier for investors to buy than their mutual fund counterparts. That’s because they’re traded on an exchange and don’t have ...

If you had stitched together a sound, well-conceived investment plan before the financial crisis hit, you stood a much better chance of staying invested through the bear market than if you had ...