The sell-off that interested me was that of wealth managers and brokers. It was partly due to a start-up called Altruist, ...

The Invesco PHLX Semiconductor ETF portfolio has an optimal balance of AI-driven chip companies and those expected to see a cyclical recovery in 2025. The SOXQ ETF has a potential upside of 21% for ...

We conducted a comprehensive study to evaluate the impact of incorporating bitcoin and ether into a traditional 60% equity/40% bond investment portfolio. The findings indicate that a strategic ...

The benefits of diversification have been known for over half a century. In the early 1950s, Harry Markowitz demonstrated that there exists an “optimal” portfolio which has the highest investment ...

As financial advisors navigate an increasingly complex investment landscape, the traditional 60/40 stock-bond portfolio allocation is facing unprecedented challenges. With heightened market volatility ...

Investing can often feel like navigating a maze of endless options and ever-shifting market conditions. This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter ...

The launch of the new spot Bitcoin ETFs is leading some investors to re-think how much Bitcoin they should be holding in their portfolios. In its latest research report, Ark Invests suggests an ...

Learn about semivariance, a key metric for assessing a portfolio’s downside risk. Understand its formula and how to calculate potential negative variations below the mean.