I'm doing semi-regular updates on these portfolios and their performance. The following article focuses on portfolio and fund performance for 2023. Equities had an outstanding year last year, with the ...

Using a simple equal weight strategy is a little over simplistic, but it also demonstrates how simply this portfolio was able to outperform the S&P 500. The annualized volatility was only 12.1% which ...

The 60/40 portfolio has proved that it is here to stay, but it can benefit from a refresh like other classics. Why it matters: The total portfolio approach refines the 60/40. It takes a closer look at ...

Angelica Leicht is the senior editor for the Managing Your Money section for CBSNews.com, where she writes and edits articles on a range of personal finance topics. Angelica previously held editing ...

Exchange-traded funds allow investors to quickly and cost-effectively build portfolios that are easy to maintain over an investing lifetime. iShares Core S&P 500 ETF is a "curated" ETF that provides ...

Barclays estimates returns of between 10% and 11% for hedge-fund investors A simple 60/40 portfolio model would've easily beaten the returns that hedge-fund investors enjoyed, according to an estimate ...