Using modern portfolio theory, investors can build portfolios that maximize return for a given level of risk or minimize risk for a desired level of return. Since its introduction by Henry ...

The precious metal has a proven record of preserving wealth and boosting portfolio performance. But in an era of cryptocurrencies and tech stocks, some wonder if gold still has a place in modern ...

That’s why at Realized, we leverage Modern Portfolio Theory, or MPT, when creating our clients’ investment portfolios. From my perspective, true diversification is more than just a balance of ...

What will they think of next, a bond portfolio without bonds? Yes! And financial advisors would be well-served to consider adding that concept to their menu, so to speak. Let's review why advisors ...

Modern Portfolio Theory leverages the Sharpe ratio to enhance portfolio construction by emphasizing asset class correlations – especially in fixed income. Using Morningstar index data ...

Thanks to modern technology, we can now run this simulation ... of your vulnerability to risk — and if you feel your portfolio is consistent with your needs, goals and personality — you ...

If you're an investor, then you owe a word of gratitude to the late Nobel Prize laureate Harry Markowitz and his work on Modern Portfolio Theory (MPT). The development and subsequent ...