There are definitely things I get wrong in my investment portfolio. But despite these missteps, my husband and I have managed to do just fine from a big-picture standpoint. Here’s what has worked for ...

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that ...

Investing in stocks can, at times, feel like riding a roller coaster -- an experience I don't tend to enjoy. And this week is a prime example of how nerve-wracking owning stocks can be. Like many ...

I made my very first portfolio website in 2013. Since then, I’ve pushed myself to redesign my portfolio every summer, looking back on the lessons, documenting new projects, and applying new skills. I ...

We are pleased to announce we have improved our My Portfolios feature by offering two different calculations for portfolio gains. Investopedia defines the realized gain as the excess profit resulting ...

I have a unique portfolio allocation for 2024. It is very heavy on REITs, private equity, and alternatives. I explain why this allocation makes sense to me. Lately, a lot of you have asked me to share ...

One popular rule of thumb states that by subtracting your age from 110, you can figure out your ideal stock and fixed-income allocations. I’ve generally focused on stocks, and don’t have nearly enough ...

My advisor charges a 2% fee for financial advice. He does not provide tax advice. My portfolio is currently worth around $850,000. Does this fee sound appropriate? – Tim Without knowing the full scope ...

The late global-health expert Hans Rosling, in his book Factfulness (which I recommend for its entertaining and statistics-based account of the ways we misapprehend our world), commented that ...

One of my most-read articles this year was back in May, when I first provided an overview of my stock portfolio. That was just about 6 months ago. A while back, I learned that the average investor has ...

As someone who writes about building portfolios for a living, I do research on many types of investments, ranging from tried-and-true core holdings to more esoteric corners of the investment world. A ...

There are definitely things I get wrong in my investment portfolio. I hold too much company stock and cash, and I don’t have the recommended allowance of bonds for a person my age. My record on ...