A RIC must satisfy two separate asset diversification tests at the close of each quarter of the tax year in order to maintain qualification as a RIC. First, at least 50 percent of the value of the RIC ...

When it comes to constructing an investment portfolio, “negative correlation” is something of a holy grail. Diversification, investors are told, is about combining assets that behave differently. You ...

The starting point is diversification. Larimore's recommended portfolio holds three Vanguard index funds: For this initial exercise, I assume that the collective portfolio is equally weighted, such ...

One of the keys to a well-rounded portfolio is diversification through different asset classes. Each class has its own unique characteristics and risk-return profile, and knowing the right mix can ...

Multi-asset allocation funds have delivered strong returns over the past year by smartly diversifying across equities, debt ...

Any time the investment markets go through a rough period of time we hear the words asset allocation or, diversification, used quite a bit. The last few months are proof to the rule. It seems you ...

Ally Financial upgraded to Buy: stronger Q4 results, solid liquidity/capital, and Fed rate cuts aiding loan growth. Click for ...