What do you do for a living? It sounds simple, right? But for more and more people today, that question is becoming a little more complicated. Instead of having one job title, many professionals are ...

I prioritize not losing money, generating 1%-3% monthly cash flow, and practicing emotional fluidity for disciplined investment decisions. My portfolio focuses on value stocks in Hong Kong, China, and ...

Post-modern portfolio theory uses downside risk to refine portfolio optimization. Learn how PMPT offers an alternative to modern portfolio theory for risk-adjusted returns.

Portfolio return measures the gain or loss of an investment portfolio over time. Learn how it influences investment ...

If you’d like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over ...

It's a good idea to do some portfolio rebalancing ahead of retirement. Make sure you're not too heavily invested in volatile assets. Line up steady portfolio income and reserve some cash as a backup ...

Unfortunately, you can't time the market on required minimum distributions (RMDs). RMDs are calculated based on two factors: the value of your portfolio and your age, both as measured at the end of ...

Warren Buffett is one of the greatest investors ever, so when he offers insight into his investment strategy, people tend to listen. Buffett has made his fortune identifying undervalued businesses and ...