As discussed in a previous article, GuruFocus launched a new, user-friendly home page in February. The page contains two useful features: "Individual Portfolio Tracker" and the "Value Screens Tracker.

Rosa Ybarra, a CFP and senior financial planner at Tranquility Financial Planning in McAllen, Texas, said that, yes, there is room, though she recommends that clients have no more than 5% of their ...

You’ve learned why it’s important to avoid investment products once you enter your retirement. If you’re lucky, you can, and maybe you should, begin transitioning your investments to individual ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse ...

A model portfolio can be one of the most important tools in venture capital. To the extent that investors have a financial plan for how to deploy and then harvest capital, it’s contained in this ...

A diversified portfolio can help you manage risk and achieve long-term financial goals by spreading investments across different asset classes. Your diversification strategy will depend on your ...