Portfolio analytics that incorporate relevant benchmarks is important, perhaps more so in TAA than elsewhere. Click to read.

Pungulescu, C. (2025) Semantic Diversification in Equity Portfolios. Theoretical Economics Letters, 15, 187-198. doi: 10.4236 ...

Written By Germán & Co Workart is the sole intellectual property of Germán & Co, with all rights reserved. Who is this distinguished Schrödinger's cat who could help us to find ways to put this wild, ...

The overall performance of your portfolio is the ultimate measure ... "Jack Treynor, Who Pioneered Modern investment Theory, Dies at 86." Subscription required.

They call it the Freedom Trail. A line that snakes through Boston, a walking tour that takes in all the must-see locations where modern America began. Sure, at just two and a half miles it sounds ...

Institutional Portfolio Target Returns: Many institutional portfolios aim for long-term returns of CPI plus 5%. In this context, securing a guaranteed CPI plus 2.2% through TIPS for a portion of ...

Building a portfolio to meet these goals requires a long-term perspective, a commitment to deep research, and a willingness to think (and act) independently. We share some thoughts on how to build ...

Imagine you’re a student in high school or college. Class is about to start. You are faced with a notable dilemma: Should you whip out a notebook or a laptop to take notes? The study ricocheted around ...

A January 17 periodic transaction report from the Clerk of the House of Representatives retrieved by Finbold’s congressional trading radar revealed that the congresswoman has given her portfolio quite ...

The root causes include overwhelming choice, reliance on outdated portfolio management approaches, and overreliance on historical performance metrics, which are poor indicators of future returns, ...

Closing the door on the old and ringing in the new year is a great time for reflection, and as an avid investor, my first stop is usually my portfolio. One area I like to review is what stocks ...