Portfolio income is money received from investments, dividends, interest, and capital gains. Royalties received from investment property also are considered portfolio income sources. It is one of ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes into ...

Risk-parity portfolios weight asset classes by volatility, and use modest leverage to boost returns while keeping volatility manageable. This article will walk you through a simplified example of how ...

Portfolio income – money you earn via investing – is a valuable addition to your personal financial life no matter what your age. With the Morningstar U.S. stock index up 31.56% year-to-date (as of ...

An investment portfolio is a collection of assets that puts your money to work for you. Capital invested in carefully selected funds or stocks can deliver meaningful returns instead of falling behind ...

This year, the stock market is teaching new investors an important lesson, with many sectors losing value. Instead of hoping for the next big run-up, I will show you a diversified portfolio example ...

Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios isn’t to ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. The hardest part of investing for retirement is budgeting ample ...