For investors, the third quarter began with a relief rally but ended back in the doldrums. It was an especially dour quarter for the already-bloodied bond market, where many bond mutual funds are ...

This article was written by David Krein, Head of Real-Time Pricing Research at Bloomberg. In the US Investment Grade market, portfolio trading (PT) has seen substantially increased adoption over the ...

Diversification is crucial; despite market downturns, balancing sectors and geographies can mitigate risks and enhance returns, as seen with our financials and REITs. Benchmarking against the MSCI ...

With the third quarter in the books and client account statements in the email, now is a good time for financial advisors to think about how they are communicating performance. If you are an advisor, ...

Below, we cover the best portfolio analyzers and analysis tools in detail. (Personal Capital is now Empower) has 3.3 million users, some of whom use free tools such as the Personal Dashboard, and some ...

The far and away outlier on the upside of this portfolio was LSB Industries (LXU), which went up over 30-fold from the start of our experiment in June 2020 through around March 2022, before declining ...

Overview:  Bitcoin portfolio tracking in 2025 requires combining price charts, ETF flow data, and on-chain metrics for ...

Model portfolios continue to gain traction. Over the nine months through March 2022, assets following model portfolios grew by an estimated 22% despite a volatile market. Model providers have taken ...

The fund has returned 116.66 percent over the past year, 39.56 percent over the past three years, 17.15 percent over the past five years and 17.68 percent over the past decade. According to the ...