Portfolio strategies

Devoting an ETF to a single bond may not just be a gimmick. It could solve a lot of the problems with bond trading, writes Jared Dillian.

The workhouse strategy isn’t dead — it’s merely taking a pause amid market volatility.

Macro factors like inflation, Federal Reserve actions, midterm elections, Ukraine, energy, the euro and China seem likely to drive markets for at least the rest of the year.

Storing oil, gold and grain costs a lot of money, which is why they're great for trading but terrible as a long-term investment.

The ultrawealthy love niche investments, but not hedge funds.

Once the province of wealthy investors thanks to high minimums, creating your own custom stock index can now cost less than a gallon of gas.

It's another sign of the waning power of bonds as safe bets during a time of high inflation.

Why now is the time to shift portfolios from risk-on mode to risk-off.

A new Charles Schwab study points to the lack of pension plans as one factor pushing millennials to start saving for retirement on their own.

Tokenization can unlock new hedging and investment opportunities.

RIAs are putting clients on the sidelines as they expect global equities to slump into a bear market.

They say a prolonged period of volatility will require more creative solutions to find returns and stave off losses.

Here are tips on how to weather changing markets.

It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.

With the Federal Reserve is expected to raise interest rates in March, 61% of those surveyed by UBS said they had more than 10% of their portfolio in cash and equivalents, up from 59% heading into 2021.

Often-obscure factors affect the returns of individual funds that mirror similar indexes. Here's what you need to know.

Individual investors who were ahead of the S&P 500 for most of 2020 have been stuck behind the benchmark since early 2021 as stay-at-home and meme stocks struggled.

A joint drop in equities and bonds is hitting exchange-traded fund investors with the worst start of a year in a decade.

Strategists say the rally that pushed U.S. stocks to successive records this year isn’t ending anytime soon.

Muni bonds have not been not the quick way to big returns in 2021. But for the right client, they are the perfect addition to a portfolio focused on stability and low risk, advisors say.