Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. One of the most common questions in investing is regarding the right asset ...

Global decoupling is reshaping diversification strategies, forcing investors to analyze risk at a more granular, country-specific level. Read more here.

When investors talk about performance, the conversation often skips ahead to returns. But the decision that most shapes your ...

The rapid appreciation of the largest U.S. stocks has shifted the asset allocation playing field in ways that aren’t widely recognized. Many fewer companies now meet the conventional definition (used ...

On this episode of The Long View, Omar Aguilar, CEO and chief investment officer for Charles Schwab Asset Management, and Sébastien Page, Global Multi-Asset Investing at T. Rowe Price, discuss the ...

Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + Good. She continues to pursue her passion for writing and personal finance, ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

In the most recent run-up from early 2009 through the end of 2021, this passively allocated 60/40 portfolio delivered about 9 ...

The past few years should have been a great time for tactical-allocation funds to prove their worth. These funds aim to vary their asset exposure to take advantage of shorter-term changes in market ...