If you look at a graph of 10-year bonds, starting yield, subsequent returns, you just see a very, very tight correlation. The fact is that we now have safer, higher yields. The standard deviation of ...

Is your stock-bond mix driven primarily by your age? If so, it may be worth reconsidering. Most investors are taught that age determines asset mix. Formulas such as "100 minus your age" (or the newer ...

If you’ve taken the time to decide on a target asset allocation—the mix of stocks, bonds, and cash in your portfolio—you’re probably ahead of many investors. But there’s a catch. Unless you’re ...

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?

RALEIGH, N.C. — Investing is a balancing act. A balanced portfolio, you see, offers protection from a fall. Diversification reduces risk. That includes investing in different asset classes — stocks, ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...

CapitaLand Ascendas REIT has a diversified portfolio of properties; the REIT's logistics assets have done reasonably well, but its business space properties have underperformed on a relative basis.

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Erika Rasure is globally-recognized as a leading consumer economics subject matter expert, researcher, and ...

Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.

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?