High-Yield income management and the margin of safety. Distribution method does not include selling assets for income. Income allocation method and chart based on 40 individual investments. This ...

Learn about portfolio manager duties, required skills, education paths, and salary expectations to understand this financial ...

Modern portfolio management involves the use of a range of sophisticated mathematical models that have evolved together with the capabilities of modern computers. Examples include Monte Carlo ...

Portfolio management is the process of building and maintaining investments. You can manage your own portfolio, or hire a portfolio manager or investment advisor. Many, or all, of the products ...

Managing an investment portfolio is a very personal matter. Principle Number 1: Be realistic with your yield objective. Principle Number 2: Determine how much income your portfolio needs to produce.

In part 1 of this article, I listed the financial pioneers Andrew Lo (MIT) and Stephen Foerster (University of Western Ontario) interviewed for their book, In Pursuit of the Perfect Portfolio: The ...

The popularization of the Moneyball movie and progress in the fields of statistics and behavioral economics have moved to the field of finance, particularly when it comes to matters of investing and ...

Managing a diverse investment portfolio requires having the right tools at your disposal. Investment portfolio management software is more sophisticated than ever and provides investors with many ...

Bryn Harman, CFA, has 40+ years of experience in corporate finance, including as CEO/CIO of value-oriented investing firm Pelouse Capital Management. Andy Smith is a Certified Financial Planner (CFP®) ...