In the world of Wall Street, 60 years is an eternity. So when a concept like modern portfolio theory remains one of the most popular and successful investing strategies 66 years after it was first ...

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 ...

The dramatic volatility and portfolio declines of the financial crisis led many advisors to blame modern portfolio theory. Yet after a careful look at its principles, it s obvious that they are sound.

EDITOR’S NOTE: Modern portfolio theory (MPT) was first defined by Harry Markowitz with his paper, “Portfolio Selection,” which appeared in the 1952 Journal of Finance. While MPT and management began ...

Hans Daniel Jasperson has over a decade of experience in public policy research, with an emphasis on workforce development, education, and economic justice. His research has been shared with members ...

David is the Founder and CEO of Realized, a firm whose mission is to improve lives through innovative investment property wealth solutions. Investing in real estate is historically a proven way to ...

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 ...

Harry Markowitz’s dissertation on portfolio selection in 1952 focused on the value of combining two risky investments that do not move in lockstep with one another. Markowitz’s cutting-edge research ...

Nearly half of all advisors are using some sort of tactical investment strategy, according to new research from Cerulli Associates. This important research quantifies what we have been ...

Investing can be complicated with many moving parts, but modern portfolio theory (MPT) is a valuable tool to piece them together efficiently. If you've ever wondered how to construct a well-balanced ...