The Invesco PHLX Semiconductor ETF portfolio has an optimal balance of AI-driven chip companies and those expected to see a cyclical recovery in 2025. The SOXQ ETF has a potential upside of 21% for ...

We conducted a comprehensive study to evaluate the impact of incorporating bitcoin and ether into a traditional 60% equity/40% bond investment portfolio. The findings indicate that a strategic ...

An all-equity portfolio, with a focus on international stocks, could be the key to maximizing retirement wealth, research suggests. Forget 60/40. Goodbye, target-date funds. So long, bonds. An all ...

I recently came across one of the more interesting things I’ve seen in a while: a report published by Goldman Sachs titled Investing in Everything, Everywhere, All at Once. As the name suggests, it’s ...

The benefits of diversification have been known for over half a century. In the early 1950s, Harry Markowitz demonstrated that there exists an “optimal” portfolio which has the highest investment ...

The launch of the new spot Bitcoin ETFs is leading some investors to re-think how much Bitcoin they should be holding in their portfolios. In its latest research report, Ark Invests suggests an ...

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 ...

Investing can often feel like navigating a maze of endless options and ever-shifting market conditions. This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter ...

As financial advisors navigate an increasingly complex investment landscape, the traditional 60/40 stock-bond portfolio allocation is facing unprecedented challenges. With heightened market volatility ...

Bitcoin BTC $91,221.76 is an effective diversifier and counterbalance to traditional asset classes, and an optimal allocation in one's investment portfolio is just under 20%, Cathie Wood's ARK Invest ...