The Invesco SPHB ETF has S&P 500 high-beta exposure with lower concentration risk. Here's what investors need to know about ...

Performance measures must align with portfolio use and features. Avoid Sharpe and similar ratios due to flaws; consider alternatives like trimmed alpha, median returns, and value at risk. CAGR is ...

Keeping your portfolio in shape is undoubtedly challenging, as things evolve rapidly within the investment landscape. But the task can be more straightforward than some believe, as investors just need ...

A favorite technique employed by Phil Holt, president of Holt Portfolio Services, Fairfax, Va., involves regulating the "beta" of the mutual funds in portfolios. Beta is a measure comparing a security ...

Will Kenton is an expert on the economy and investing laws and regulations. He previously held senior editorial roles at Investopedia and Kapitall Wire and holds a MA in Economics from The New School ...