Google today is adding a useful feature to investors that use Google Finance – Portfolio Charting. Before, Finance just showed a chart for each individual stock, but now – using transaction data users ...

The world of finance could not function without tools for interpreting data. One such tool, the well-known Callan chart (known formally as the Periodic Table of Investment Returns by Callan Associates ...

For those who adopt a dividend strategy, having a “thermometer” with which to measure the real performance of our stocks is ...

Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” second quarter 2024 investor letter. A copy of the letter can be downloaded here. In the second quarter, ...

In today’s investment landscape, the debate between active and passive management often misses a critical point: they aren’t mutually exclusive. Incorporating passive funds into actively managed ...

Over most 30-year periods in U.S. history, a 60/40 portfolio either performed just as well as an all-stock portfolio or lagged behind it only slightly. A slow and steady approach to investing is ...

The annual “In Gold We Trust” report by Liechtenstein-based investment firm Incrementum is a must-read account of the gold market, and its just-released chartbook for the 2018 edition is no exception.

Investment company ON AB Mid Cap Core Portfolio (Current Portfolio) buys Dynatrace Inc, Chart Industries Inc, ON Semiconductor Corp, Freshworks Inc, Freshworks Inc, sells Zendesk Inc, Fair Isaac Corp, ...

As we’ve discussed before, not all indexes are created the same way. One of the major differences, in addition to characteristics such as size and style, can be the weighting scheme. Once indexes have ...