Performance measures must align with portfolio use and features. Avoid Sharpe and similar ratios due to flaws; consider alternatives like trimmed alpha, median returns, and value at risk. CAGR is ...

Increasingly, traditional portfolio allocations of 60% equity risk and 40% bond risk are migrating to 70/30. It’s happening for a couple of understandable reasons, unintentional and by design: ...

Higher yields have spurred investors to take a closer look at bonds. New Morningstar research suggests that, as they do, investors should rethink how they assemble their portfolios. Simply mirroring ...

Bitcoin's (CRYPTO: BTC) volatility is well known, but Bitwise Chief Investment Officer Matt Hougan argues that when viewed within the context of a broader portfolio, the asset may improve performance ...