Amy C. Arnott of Morningstar If you’ve chosen a target asset allocation—the mix of stocks, bonds, and cash in your portfolio— ...

Sharesight is an online portfolio-tracking tool that lets you sync and view all your investment accounts in a single platform. In addition to tracking your portfolio performance, you can keep track of ...

There are definitely things I get wrong in my investment portfolio. I hold too much company stock and cash, and I don’t have the recommended allowance of bonds for a person my age. My record on ...

Learn about Schwab’s robo advisor offering—including its automated portfolios and zero advisory fees—to determine if it fits into your financial strategy Written By Written by Staff Money Writer, WSJ ...

"Retiring at 65 with $3.3 million puts you in a very strong position, especially once Social Security is factored in," Dugas explains. "Social Security alone can likely cover a meaningful portion of ...

Big-name stocks dominate global equity indices, creating hidden risks for investors. Here are strategies to mitigate concentration and volatility.

A real estate investment trust (REIT) is a company that makes money by owning real estate. I'm a fan of REITs because they offer more than one opportunity to make money. For me, they're also a nice ...

The current recommended Bitcoin allocation is just 1%. The new thinking is that investors can boost that allocation to 10% or higher, based on rising life expectancies and longer investing horizons.

With powerful screeners and outstanding research and analytics, it’s a solid pick for serious investors looking for pro-level tools. Your free trial will end at 11:59 PM CT, seven days after your ...

I rarely change my portfolio, but this time I made one of my biggest moves ever, selling a major winner to strengthen my core holdings. I reinvested the proceeds across key themes I believe will ...

I have been putting far more capital to work this year than I expected, taking advantage of volatility and strong risk/reward setups, not perfect timing. Fearful headlines and trade uncertainty keep ...