My portfolio gained 9.94% in 2023 but lagged behind the MSCI World for the second year in a row. US bank stocks and German stocks were top performers, while GUILLEMOT CORP. and Foot Locker were the ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

Learn why the geometric mean is preferred for portfolio returns and how it offers deeper insights into financial performance that the arithmetic mean.

Have you ever wondered why mutual funds that have 80% of their exposure to U.S. stocks (NYSEARCA:SCHB) and the other 20% to international stocks (NYSEARCA:EFA) are still measuring their performance ...

We recommend starting by reading our last month Portfolio Performance article available here.For those who've read these articles before, I recommend skipping to the portfolio performance section, ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Just a couple of years ago in 2022, the 60% stock/40% bond portfolio seemed to fail investors, as both stocks and bonds finished the year in ...

Evaluating your portfolio's performance is an integral part of investing, but how you go about measuring that performance can turn a productive activity into an unproductive one. The trick is to make ...

Uncover top portfolio tools to streamline your investment management. Find powerful software options that provide ...

Managing a diverse investment portfolio requires having the right tools at your disposal. Investment portfolio management software is more sophisticated than ever and provides investors with many ...