Steven Nickolas is a writer and has 10+ years of experience working as a consultant to retail and institutional investors. Portfolio variance is a measure of the dispersion of returns of a portfolio.

Investors are taking another look at the potential risks and benefits of running a more concentrated portfolio.

We examine predictability for stock mutual funds using risk-adjusted returns. We find that past performance is predictive of future risk-adjusted performance. Applying modern portfolio theory ...

Get The FREE Spreadsheet! In this video we are talking about the 60/40 Retirement Portfolio. Specifically, we are talking about adjusting this retirement portfolio to replace the bonds / bond ETF's ...

Compare a standalone robo-advisor vs. an online broker offering robo-advice Mark’s experience in financial services includes unique exposure to robo-advisors, brokerage platforms, trading systems, and ...

The offer mentioned below for the Sofi Invest® is no longer available. It's a typical situation: You know you need to invest money in order to truly grow your wealth (and save for retirement), but you ...

Are you struggling to keep track of your stock investments? With a plethora of stock portfolio trackers available today, you can find one that perfectly aligns with your trading style and financial ...

The Academy of Management Review, Vol. 14, No. 1 (Jan., 1989), pp. 20-39 (20 pages) It is argued that (a) social identification is a perception of oneness with a group of persons; (b) social ...

Warren Buffett’s first rule of investing is “never lose money”. His second rule of investing is “never forget Rule No. 1”. If you suddenly come into £50,000, you might think the only sure way to abide ...

Twenty years after the introduction of the theory, we revisit what it does—and doesn’t—explain. by Clayton M. Christensen, Michael E. Raynor and Rory McDonald Please enjoy this HBR Classic. Clayton M.