The Adaptive Asset Allocation (AAA) portfolio combines two different tactical approaches (momentum and minimum variance) into one algorithm. The intention of this portfolio recipe is to optimize ...

The return on assets (ROA) ratio is a financial indicator that provides insight into how efficiently a company is using its ...

One of the many metrics that investors use when evaluating a company is return on assets. The greater the return a company can achieve using a given amount of capital, the higher the valuation that ...

The long-run expected total return for the Global Market Index ticked higher in April. In line with recent history, US equities remain the downside outlier for expected return relative to the market’s ...

Maintaining a balanced portfolio helps manage risk and reach your investing goals Barbara Friedberg is a veteran investment portfolio manager, fintech consultant, and expert investor. She is a ...

Bucket 1 consists of cash, Bucket 2 is your high-quality, short- and intermediate-term bond portfolio, and Bucket 3 is the growth engine that will hold the remainder of the assets. For some retirees, ...