Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

Asset allocation is the strategy of allocating your investment portfolio among asset classes with various risk and return characteristics. The main purpose of asset allocation is to diversify your ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...

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

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.

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

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 ...

Discover optimal asset allocation strategies for incorporating cryptocurrency into your portfolio, balancing high-growth ...

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 ...

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 ...

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 ...