A financial portfolio is a summary of all your investments, like stocks, bonds, other securities, and cryptocurrencies. Learn ...

For not only years, but decades, tracking the S&P 500 has been a reliable way to generate significant stock gains. Since the ...

Why You Should Track Your Performance Too often, investors simply do not know how well their stocks or even their portfolio is doing. A lot of people simply round up their performance figures.

In life, balance is everything — whether it’s finding time between work and family or maintaining a healthy diet. The same goes for your investments. Keeping your financial portfolio balanced is a ...

Christine Benz, Morningstar's director of personal finance and retirement planning, recommends taking a preemptive approach ...

How to grow your portfolio to $1 million There are multiple ways you could invest in the SPDR S&P 500 ETF to put yourself on track to retire with a $1 million portfolio. You could invest a lump ...

When rebalancing to minimize risk, consider: your financial stability (stable income and a big emergency fund can support more risk), your goals or when you need the money (shorter timeframes ...

Learn how to build a custom crypto portfolio tracker using ChatGPT. With this step-by-step guide, you can track your assets with AI.

Based on these numbers, your top 10 holdings make up 38.34 percent of your overall portfolio, even if you might have thought that you’re diversifying by holding three ETFs.

Keeping your financial portfolio balanced is a smart way to stay on track toward your long-term goals, even as the markets shift. That’s where portfolio rebalancing comes in. Rebalancing is the ...