Asset allocation matters. This process of combining different classes within an overall portfolio can help reduce risk and increase potential returns. From quantitative models to tactical approaches, ...

By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

Every investor has their own needs, objectives and risk profile. Sharing portfolio management approaches can improve performance by sharing knowledge and experience. My household portfolio plan is ...

Asset allocation accounts for 88% of your investment experience, according to Vanguard research. That means if you have a diversified portfolio, your investment returns will be nearly identical to ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

Asset allocation spreads dollars across stocks, bonds, cash and other assets based on goals, age and risk tolerance. Many, or all, of the products featured on this page are from our advertising ...

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 ...

With 2026 around, I am refining my inflation-focused asset allocation model that performed well in 2025. Check out the major updates in the portfolio here.

The terms strategic and tactical asset allocation are bandied about, sometimes interchangeably – which is wrong. But these investment strategies are different, and research shows that there are ...

Investing in equities is undoubtedly risky, making equity mutual funds a less suitable option for conservative investors. However, those who seek the growth potential of equities while keeping risk ...

When saving for a long-term goal such as retirement, most people invest their money in financial markets, rather than just putting it into a savings account in the bank. Why? Because in the long term, ...

A version of this article was published in the February 2019 issue of Morningstar ETFInvestor. Download a complimentary copy of Morningstar ETFInvestor by visiting the website. Momentum is one of the ...