James Chen, CMT is an expert trader, investment adviser, and global market strategist. A balanced fund is a mutual fund that typically contains a component of stocks and bonds. A mutual fund is a ...

Asset allocation is a way for investors to meet their financial objectives while keeping their risk in check and ensuring they remain on the right path to reach their goals. While there are many ...

How to incorporate gold alongside stocks and fixed income in a well-diversified portfolio.

A simple 60-40 stock-bond mix outperforms complicated, costly offerings Don't look to hedge funds to rescue your portfolio from the mediocre returns that stocks and bonds are likely to produce over ...

Rebalancing a portfolio involves adjusting the asset mix to maintain a desired allocation, which can help align investments with specific financial goals. The benefits of rebalancing a portfolio ...

After a recent stock market decline, investors are reminded of the importance of a balanced investment portfolio. Diversification involves spreading investments across different asset classes like ...

Market crashes are unavoidable, but portfolio damage is not. Analysis of major crises shows diversification across equity, ...

Don’t look to hedge funds to rescue your portfolio from the mediocre returns that stocks and bonds are likely to produce over the next several years. As I’ve written repeatedly in recent months, the U ...