Portfolio diversity

Outperformance helps the sin industries be profitable, the Journal of Portfolio Management authors found.

To build a portfolio that is balanced and robust, advisers must calculate true risk while incorporating what makes each client unique.

Some advisers prefer to allot a small pool of money to 'play' with

Integrating the strategy into portfolios has become one way clients and institutions strive make a difference.

Don't let momentum for an asset class in either direction overtake logic.

Clients are wary about investing in companies that might never develop a product beyond the R&D stage, says ROBO Global’s CEO.

Sometimes it’s business. Sometimes it’s sentimental. Whatever the reason, it’s almost always problematic when a client insists on keeping a very large position in a single stock.

Can three foreign market index funds outperform a single total non-U.S. market index fund?

This sector had a bad name for years after the crisis. Is it time to include it in portfolios?