The model portfolio universe continues to expand at a rapid pace: The number of model portfolios reported to Morningstar now stands at approximately 2,100--more than double what it was in 2020. In our ...

Measuring portfolio performance involves monitoring and analyzing returns, allocation, risk, and other elements. There are several metrics that an investor may choose from to gauge the progress of ...

It’s now mid-December 2023 and I wanted to review my high yield portfolio performance. I’ve been using a trading system over the past two years that gives me the opportunity to purchase shares at ...

This article was written by David Krein, Head of Real-Time Pricing Research at Bloomberg. In the US Investment Grade market, portfolio trading (PT) has seen substantially increased adoption over the ...

The fund has returned 16.29 percent over the past year, 21.21 percent over the past three years, 12.63 percent over the past five years, and 13.66 percent over the past decade.

Too many investors ignore risk and volatility, and focus exclusively on growth. The efficient frontier illustrates a balanced approach to maximize growth with responsible risk. This chart can be used ...