Building a truly efficient portfolio involves a lot more than a plotted dot on a risk-return graph, said David Blanchett, a managing director and head of retirement research at PGIM DC Solutions.

Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios isn’t to ...

Recently, the Dow Jones eclipsed 26,000 points. In response to this news, many people asked, “How long will the market continue to climb?” Some are predicting the Dow will climb to 30,000 before the ...

Too many investors ignore risk and volatility, and focus exclusively on growth. The efficient frontier illustrates a balanced approach to maximize growth with responsible risk. This chart can be used ...

If you’re a high-income heavy saver, you may still have additional funds to invest, even after you’ve contributed the maximum allowable amounts to all of your tax-sheltered options: company retirement ...

As financial markets have grown faster and more complex, it has become more difficult for managers to trade efficiently. The goal of maximizing returns while minimizing risk has grown more complicated ...

Investing can often feel like navigating a maze of endless options and ever-shifting market conditions. This is where the Modern Portfolio Theory (MPT) comes in, offering a roadmap for making smarter ...

If you're an investor, then you owe a word of gratitude to the late Nobel Prize laureate Harry Markowitz and his work on Modern Portfolio Theory (MPT). The development and subsequent implementation of ...

Modern portfolio theory (MPT) is an investing strategy that looks to maximize returns. After all, we like making money, but we dislike losing money even more. Generally speaking, of course. That was ...