Best for long-term investors and ... the accounts and form an overall snapshot. With a portfolio tracker, you can better analyze your total allocation and formulate a more pointed strategy.

Johann Wolfgang von Goethe Very simply, “asset allocation” refers to the overall mixture of stocks, bonds, and other asset classes in your portfolio, and how much of your total capital is ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation? Her ...

Frec, the innovative investment platform known for redefining direct indexing, today announces the launch of its Portfolio ...

San Francisco-based Frec, a direct indexing platform for self-directed investors, has launched a portfolio allocation feature ...

How can it be so easy to beat Wall Street’s best at their game ... can make determining the appropriate allocation a challenge when creating a bond portfolio for the first time.

Invest in at least 25 stocks from various industries or an index fund for quick diversification. Include fixed-income assets like bonds to lower volatility and reduce risk in your portfolio.

Apollo announced the launch of Apollo Allocation Pro. The company said, “Designed for a financial advisor audience, Apollo Allocation Pro seeks ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?