The basic portfolio fared well with an average annual return of 12.9 per cent over the 25 years through to the end of 2023. In comparison, the market index ...

In May, I announced my intention to create a portfolio that embodied life's basic needs. To that end, over a period of 10 weeks I detailed 10 diverse companies that I think will outperform the ...

This is the 13th-annual update for One-Minute Portfolio. Based on the low-cost, passive-investing approach, the portfolio simplifies investing to the point where it takes a "minute" each year to run.

A three-year-long experiment intent on showing that life's most basic needs can result in market-beating portfolio gains, hefty dividend income, and a good night's sleep!

TLH Spreadsheet users are familiar with the 16 (cash is excluded) asset classes used with most of the larger ITA Wealth Management portfolios. Below is what I call the Basic Portfolio as standard ...

Explore the best asset allocation tools to track investments, sync accounts and optimize your portfolio for financial growth. Best Portfolio Management Software for 2024 Skip to main content ...

There are lots of “rules” in investing that have long driven basic portfolio principles. The “60/40” rule, the “Rule of 72” and the newer “70/30” rule. The basic foundations ...

Investing can be intimidating. So for most folks, it’s easiest to follow the basic principles and pray you don’t screw up. Perhaps the most basic portfolio management principle that’s taught ...