Hashdex Asset Management recommends investors allocate 5%-10% to crypto as it becomes an essential part of portfolios due to ...

Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

As 2025 draws to a close, cryptocurrency led by Bitcoin (BTC) is again in the spotlight. Investors currently face a key ...

We conducted a comprehensive study to evaluate the impact of incorporating bitcoin and ether into a traditional 60% equity/40% bond investment portfolio. The findings indicate that a strategic ...

The tech sector is a dominant force in the market, largely due to the widespread growth of artificial intelligence in the ...

As we head into what could be a very profitable (and volatile) 2026 for investors, there are plenty in the market with ...

San Francisco-based Frec, a direct indexing platform for self-directed investors, has launched a portfolio allocation feature. The new tool enables investors to choose how and when to rebalance ...

Many strategies and approaches are available to investors, even now. Amidst this sea of advice, a straightforward rule of thumb stands out for its simplicity and effectiveness. This rule, often ...

Explore Constant Proportion Portfolio Insurance (CPPI), a strategy ensuring capital protection while allowing equity growth.

Overview: Asset allocation matters more than choosing individual stocks over time.Balanced portfolios help handle market ups ...

Discover the Hong Kong Monetary Authority Investment Portfolio’s role in managing assets for the region’s stability and ...