Creating a balanced portfolio is a key investment strategy that aims to manage risk and optimize returns. By incorporating a diverse mix of assets such as stocks, bonds and sometimes alternative ...

Christine Benz: These are various asset allocations, various combinations of stocks and bonds and cash, that someone might have used during their retirement drawdown period. And what you can see is ...

Decisions made by model portfolio managers are showing that investors are starting to get cautious about valuations of megacap tech stocks. These stocks have been the biggest gainers this year in the ...

Balancing a portfolio involves allocating your assets—i.e., stocks, bonds, real estate, and cash—in a way that aligns with your financial goals, time horizon, and risk tolerance. The goal is to ...

Kicking off our list is Vanguard LifeStrategy Moderate Growth VSMGX. This balanced fund goes global, with more international stock and bond exposure than most of its peers. Its equity sleeve follows a ...

Balanced funds are popular with investors who are looking for a combination of growth and income from their portfolio. The funds hold a combination of stocks and bonds and tend to be less volatile ...

Most retirees will use bonds and cash to manage risks, but we can also layer in defensive stocks. Consumer staples, healthcare and utilities stocks were far superior to the traditional balanced ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. The hardest part of investing for retirement is budgeting ample ...

Alternative investment platform iCapital has launched its first model portfolio. Called iCapital Multi-Asset Portfolio, it will allow financial advisors to invest in private equity, private credit and ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. The Growth Model complements the firm’s existing suite of both ...