Individual investors’ allocations to bonds increased while stock and cash allocations decreased in the January AAII Asset ...

My colleague Amy Arnott recently wrote an article in which she argued investors ought to consider rebalancing their portfolios. Her reasoning was sound―stocks have run up, other asset classes haven’t ...

Rebalancing is a critical investment strategy employed by investors to ensure that their investment portfolio maintains its desired asset allocation over time. It involves adjusting the relative ...

AAII members currently have 70.4% allocated to the stock market, the highest percentage since 2021. Ratios over 70% have historically preceded difficult markets. The lowest stock allocations of 40% ...

NEW YORK (CBS.MW) - Morgan Stanley U.S. strategist Steve Galbraith raised his recommended bond allocation by 5 percent, after the recent sharp move in the bond market increased expected returns. The ...

Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...

The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

LONDON (Citywire) - The newly elevated New Star joint chief investment officer Gregor Logan believes private investors will come to hold more than 30 percent of their overall portfolio in property.