But thankfully there are now many powerful portfolio analysis tools that can save you time and headache. Some tools are free, while others cost money. Some offer deep insights while others keep the ...

Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. Many investors make portfolio adjustments, including rebalancing, as the year winds down. Joining me to discuss how to rebalance as we head ...

Select securities with a positive NAV performance, buy them at the lowest possible price, and keep them for the long run. This is investing. This approach will also help us over time to reduce the ...

It's almost 2026, and soon you'll be receiving your year-end statements for all your investment accounts. You'll also hear a ...

Many of us grew up with a classic financial narrative: work hard, live below your means, invest in a diversified portfolio…and over time, you’ll build wealth. It’s a simple and familiar formula. But ...

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, ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. Diversification is one of the most important principles in ...

A financial portfolio is a collection of various investments like stocks, bonds, and others. Diversification is crucial; it involves mixing investment types to reduce risk. Regularly reviewing and ...

Overview:  Bitcoin portfolio tracking in 2025 requires combining price charts, ETF flow data, and on-chain metrics for ...