Personal Finance
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Topic: "Portfolio Management"
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Investing
10 Tips for Successful Long-Term Investing
A Guide to Smart Investing Strategies That Actually Work
Certain tried-and-true principles can help investors boost their chances for long-term success →Investing
Tips for Successful Retirement Investing By Jean Folger
When planning for retirement, one usually identifies financial goals and then decides on the best ways to save and invest to achieve them. A lot of retirement investing advice involves very specific formulas and strategies. Sometimes, though, it's helpful for your investment decision-making to take a step back and look at the big picture.
Start early and know your options →Investing
Investing in Travel and Tourism Stocks by Rachel Warren
It's easy to be bullish on travel and tourism stocks. Over the last few years, travel and tourism have boomed back as a top growth industry. Who couldn't use a vacation right now?
Best Travel & Tourism Stocks to Buy in 2025 →Investing
Dividend stocks: What they are and how to invest in them by Brian Baker
A dividend stock is a publicly traded company that regularly shares profits with shareholders through dividends. These companies tend to be both consistently profitable and committed to paying dividends for the foreseeable future.
While perhaps less exciting than chasing the latest high-flyer in the stock market, dividends can account for a significant portion of investors’ total return over time →Investing
Warren Buffett’s Advice for Millennials Who Want To Get Rich by Caitlyn Moorhead
When it comes to seeking out a financial advisor, you could do worse than to invest your time learning from one of the richest men in the world.
Here is Buffett’s advice for millennials aiming to build wealth →Infographic of the week
Visualizing Major Asset Class Returns in 2024
Bitcoin surged to all-time highs, gold saw its best performance in 14 years, and the U.S. dollar rallied thanks to a strong U.S. economy. Meanwhile, the S&P 500 saw its best two-year run in over 25 years. On the flip side, bonds experienced lackluster performance amid reflationary concerns. This graphic shows major asset class returns in 2024, based on data from TradingView.
Bitcoin and Gold Outperform in 2024 →Investing
Five Principles of Successful Investing
1. Invest early 2. Invest regularly 3. Invest enough 4. Have a plan 5. Diversify your portfolio
Five basic principles on how to invest and avoid costly mistakes. Learn more from RBC →Investing
Riding the Stock Market's Long Rollercoaster
1) Dealing with Stock Market Volatility 2) How Do We Know the Stock Market Will (Eventually) Go Up? 3) Should I Try to Time the Market?
Whether you're just starting out or looking to brush up on your investing skills learn more at nasdaq.com →Investing
5 Things Frugal People Always Do With Their Investments by John Csiszar
1) Avoid Commissions 2) Use Passive Investments 3) Find the Lowest Cost Variations 4) Trade Infrequently 5) Check Regularly, but Infrequently
When shopping for anything, including investments, you should never confuse “frugal” with “cheap.” →Word of the week
Asset Class
Asset classes categorize assets that share similar characteristics. The three main types of asset classes are equities, fixed income, and cash equivalents.
What Are Asset Classes? More Than Just Stocks and Bonds →Investing
Warren Buffett’s 10 Best Lessons on How To Be Successful in Investing Story by Jacob Wade
Warren Buffett is worth almost $150 billion and is one of the best American investors of all time. He’s shared his wisdom with investors over the years, helping new and experienced investors learn to “be like Buffett.”
Here are 10 investing tips from the “Oracle of Omaha” himself to help you build your wealth →Infographic of the week
Which Assets Are Most Correlated to the USD?
Building a well-balanced, diversified portfolio involves including assets with varying correlations. The U.S. dollar (USD), with its weak or negative correlations to other assets, can be a valuable addition to investors’ portfolios. This graphic, created in partnership with OANDA, illustrates the USD’s correlations with other assets and indices. This insight can provide assistance for evaluating the role of USD in investment portfolios.
Which Assets Are Most Correlated to the USD? →Investing
Nasdaq CEO shares the best investing advice she’s given her own son: It’s a ‘foundational element of wealth creation’ by Ashton Jackson
“Learn by doing — with small amounts of money, or even on platforms where you don’t actually have to use real money,” said Friedman. “As you get more engaged and more educated, you can start to take more risks ... and then get more confidence.”
Investing is a foundational element of wealth creation →Investing
5 rules for investing in retirement by Merrill Lynch
1. Review your asset allocation with new risks in mind 2. Prioritize your immediate cash needs 3. Don’t abandon stocks 4. Prepare for volatility, especially early in your retirement 5. Stick to your plan — and review it regularly
What's in, What's out of your portfolio after you retire →Investing
4 tips to keep your emotions out of investing by Becca Stanek
1. Have a long-term goal in mind when investing 2. Make sure to diversify your investment portfolio 3. Try the practice of dollar-cost averaging 4. Hire a financial professional to work with
Investing is not one of the areas of life where it makes sense to involve your emotions →Investing
10 Tips for Successful Long-Term Investing
While the stock market is riddled with uncertainty, certain tried-and-true principles can help investors boost their chances for long-term success.
Tips that can help you prevent mistakes and hopefully generate some profits By THE INVESTOPEDIA TEAM →Investing
6 Top Investing Moves To Make Ahead of Fall, According to Experts by Heather Taylor
With the fall season, and Q4, around the corner, now is the best time to check in with your investing goals for 2024. Whether you’re right on track or are a little behind.
There’s still time to get all your ducks in a row ahead of 2025 and reap the financial benefits that come with it →Infographic of the week
Charted: The Most Popular Investing Strategies, by Generation
When it comes to investing, each generation has their own mix of strategies, and younger generations like to try a bit of everything.
How Do Different Generations Invest Their Money? →Investing
5 of Warren Buffett’s best tips for investing in the stock market by Catherine Clifford
1. Investing is a long game 2. Diversify 3. Stocks are now generally better than bonds 4. You can’t time the market 5. There’s no room to be emotional
So how does Warren Buffet do it? Here are five of his best bits of investing wisdom by Catherine Clifford →Investing
New Investors: Avoid These 3 Harmful Cognitive Biases For Success by Tony Dong, MSc, CETF®
1. Herding / FOMO 2. Confirmation / Overconfidence 3. Recency / Survivorship
Understanding these investing biases can help you avoid them on your way to becoming a successful investor. →Investing
Stock Market Simulator
Practice trading strategies so that when you're ready to enter the real market, you've had the practice you need.
Trade virtual stocks for free and learn how the stock market works through our simulator →Investing
How To Invest In Real Estate By Miranda Marquit
There are an endless variety of ways to invest in real estate, from taking out a home mortgage to building a property empire that spans the country. While the latter is probably out of reach for most of us, there’s no shortage of other options.
Here are five strategies for adding real estate exposure to your investments →Investing
3 Things Investors Can Learn From Warren Buffett by Keonhee Kim
1) Don’t overpay for stocks, and be patient 2) Favor companies with moats 3) When in doubt, index
Here are just a few things that investors of all experience levels--can learn from Buffett →Investing
10 Common Investing Mistakes To Avoid by Brean Horne
1) Not building a rainy day fund 2) Forgetting about inflation 3) Not setting financial goals 4) Not using your tax allowance 5) Forgetting fees 6) Not diversifying 7) Not doing your research 8) Following fads 9) Reviewing your investments too little (or too much!) 10) Not learning from your mistakes
Take a closer look at 10 common investing mistakes and how to avoid them →Investing
A Market Expert’s Top Investing Tips for New Graduates by Gargi Pal Chaudhuri
Here are some of my favorite tips on financial awareness and ways that ETFs could be a preferred investment tool for people just starting their careers.
Investing may seem daunting at first, but starting early can help pave the way for long-term financial success →Infographic of the week
Charted: American Stock Ownership Back at All-Time Highs
This graphic shows the share of U.S. households’ finances invested in public stocks over time, based on data from the Federal Reserve.
Share of U.S. households’ finances invested in public stocks over time →Investing
Creating an income-producing portfolio By Jeanne Sahadi
A lot goes into creating and managing an income-producing portfolio that works for you. But here are some basics to consider.
Make your money work when you’re not →Investing
5 Simple Ways to Invest in Real Estate By Andrew Beattie
1. Rental Properties 2. Real Estate Investment Groups 3. House Flipping 4. Real Estate Investment Trusts (REITs) 5. Online Real Estate Platforms
Here's how—from buying rental property to REITs and more →Investing
Financial Educational Resource Hub
Whether you're just starting out or looking to brush up on your investing skills, we'll help you make smarter decisions about saving, investing and protecting your money.
Smart Investing from NASDAQ →Investing
Christine Benz’s Portfolios
This series of portfolios from Morningstar's director of personal finance Christine Benz can help investors reach their financial goals.
Morningstar's best investment portfolio examples for savers and retirees →Investing
10 Tips for Successful Long-Term Investing By Investopedia
While the stock market is riddled with uncertainty, certain tried-and-true principles can help investors boost their chances for long-term success
10 tips for successful long-term investing that can help you prevent mistakes and hopefully generate some profits →Investing
4 Basic Things to Know About Bonds By Eric Fontinelle
Although the bond market appears complex, it is really driven by the same risk-return tradeoffs as the stock market. Once an investor masters these few basic terms and measurements to unmask the familiar market dynamics, they can become a competent bond investor.
How Do Bonds Work? →Investing
Track your global stock portfolio
Track all your stocks in US, Canada and beyond with Neontra!
Compare the difference between Neontra and Credit Karma →Investing
Here is some information that’ll make investing more approachable.
Discover the different approaches to savings and investing. Determine which path is best for you and your goals.
Learn more about the value of having a financial plan →Investing
9 Best Ways to Invest $100K from TIMEstamped
If you have $100K to invest—from an inheritance, a bonus, or a lucky lottery ticket—it provides an excellent opportunity to start (or continue) securing your financial future.
You’ll have numerous investing options, and the best one for you depends on your goals, risk tolerance, and time horizon →Investing
Warren Buffett's Investment Strategy By Matthew Frankel, CFP
KEY POINTS - Buffett's approach prioritizes a "margin of safety," paying less than a company's intrinsic value to protect against losses. - Quality over quantity: He avoids struggling businesses, preferring wonderful companies at fair prices. - Buffett emphasizes independence from market trends, advocating for a long-term, contrarian mindset in investing.
Warren Buffett's investing philosophy in 9 steps →Infographic of the week
Visualizing the Growth of $100, by Asset Class
Which major asset class has generated the strongest returns over the long run? How do the returns of investments like bonds and real estate actually stack up? To put investment returns in perspective, this graphic shows the growth of $100 by asset class over the long term, based on data from Aswath Damodaran at NYU Stern.
Comparing Asset Class Returns →Investing
Should you put your money in a long-term CD or invest it? Here’s what to consider by Elizabeth Gravier
With savings rates still high and more interest rate cuts possible in 2024, savers today are giving a lot of attention to CDs. A certificate of deposit lets you lock in a fixed interest rate for a fixed amount of time. That’s an attractive option in today’s market, where savers can find CD rates of up to 5.66%. That far outpaces the current inflation rate of 3.4%, so your money is protected from being devalued.
CD or the market? What to consider first →Investing
How To Choose A Crypto Financial Advisor by Rebecca Baldridge
It’s hard enough to select a financial advisor who suits your needs and circumstances, but the increasing popularity of cryptocurrency can make it even harder. Crypto’s rise lengthens the list of financial instruments investors need to understand, and it poses the same challenge for advisors.
Considerations every investor should take into account before choosing a crypto financial advisor →Investing
A beginner’s guide to investing in the stock market
Investing can be one of the more complex concepts in personal finance. But it’s also one of the key cornerstones to financial independence and wealth building.
Kevin L. Matthews II on how to start investing and decide on your investing goals →Investing
Best Investments for Beginners
There are several options considered the best investments for beginners that suit a range of goals, budgets, and comfort levels. This guide will cover the most common options, but a financial advisor can help you identify your best options and provide support while you navigate your first investments.
Investing can seem scary and intimidating, especially to first-time investors these tips can help →Investing
10 Best AI Stocks Of February 2024 by Cory Mitchell
Forbes Advisor has identified 10 of the best AI stocks. They each shine for different reasons. Some are more stable with great earnings growth, while others are newer and more speculative but have produced big returns. There are AI stocks here to suit all types of investors.
AI is a growing field, and AI-related ETFs have outpaced the S&P 500 by a significant margin year to date →Investing
10 Best Dividend Stocks Of February 2024 by Cory Mitchell
Dividend investing provides investors with steady cash flow over the long term. When you reinvest dividend income, the magic of compounding can turbocharge your returns. Over the last century, dividend payments accounted for about 40% of the total return of the S&P 500.
These companies have boosted annual dividend payouts for at least 10 years with attractive yields →Infographic of the week
Charted: Investment Preferences by Generation in the U.S.
Different generations grow up with different values and different economic realities, causing investment preferences by generation to vary across the board. The above graphic shows how different generations invest—from millennials to boomers—based on June 2023 survey data from Charles Schwab.
The Visual Capitalist: Investment Preferences by Generation →Investing
10 Top Tech Stocks Of February 2024 by Dock David Treece
The best tech stocks come from companies that are building the future. Whether they manufacture sleek mobile devices or develop the digital services you can’t live without, fast-growing technology stocks can set portfolios into hyperdrive.
The 10 largest tech sector companies profiled →Investing
What are ETFs and Should You Invest in Them? by Elizabeth Gravier
There are so many ways to invest your money to build your wealth. From stocks to bonds to index funds, there’s a wide range of investment vehicles for every kind of investor depending on their goals. A common choice for beginner investors who want exposure to the overall stock market is to put money into an exchange-traded fund or ETF.
Here's what you should know about investing with ETFs. →Investing
Three Investing Trends for 2024 and Beyond
Longevity, decarbonization and technology disruption could provide long-term investment opportunities.
Michael Zezas of Morgan Stanley on investing trends for 2024 →Investing
Why work with a financial advisor
Managing your investments can be difficult. You may not be comfortable investing on your own. A professional financial advisor or planner can help you.
Choosing a financial advisor →Infographic of the week
Tech Giants’ Stock Performance: A Three-Year Review (2020-2023)
In the last three years tech giants like Apple, Google, and Microsoft navigate through market volatility due to the global pandemic. In 2020, the pandemic led to a market selloff, but companies like Zoom and Shopify experienced growth due to increased demand during lockdowns.
Maureen Okonkwo's Viz at Tableau Public →Investing
2023 in review: Rates, rallies and reflections
The U.S. Fed finishes 2023 with a bang, plus 40 notable events that helped shape markets this year.
Madison Faller Global Investment Strategist at JP Morgan →Investing
You may want to change your investing strategy in 2024
Calling the remarkable past few weeks on Wall Street a Santa Claus rally or an end-of-year winning streak would be an understatement.
Nicole Goodkind from CNN on your investment strategy for 2024 →Investing
2023 Stock Market Year In Review
In 2022, the S&P 500 bounced back from its worst year in over a decade, and it is on track to finish 2023 up as well, with a gain of about 21% through November 30. The ride for investors hasn’t always been a smooth one, though. Most of the market’s gains came early in 2023.
Forbes ADVISOR on the Stock Market as we close out 2023 →Investing
Ways to supercharge your CD investments
CDs offer a guaranteed interest rate that’s typically higher than a savings account, and you get the safety of FDIC insurance to ensure your money will be there when you need it. They’re not right for every situation, but they can be an effective way to save for short-term goals or create a predictable stream of income.
How to find the best CDs to invest in →Infographic of the week
Visualizing 30 Years of Investor Sentiment
The link between investor sentiment and the stock market is not linear. In fact, many consider extreme sentiment readings as a contrarian indicator. If sentiment swings sharply in one direction, some investors may consider this a signal to do the reverse.
Investor sentiment and U.S. stock prices over modern history →Investing
How to Invest in ETFs for Beginners
Exchange-traded funds, or ETFs, are an easy way to begin investing. ETFs are fairly simple to understand and can generate impressive returns without much expense or effort.
Here’s what you should know about ETFs and how they work →Infographic of the week
The 20 Most Common Investing Mistakes, in One Chart
No one is immune to errors, including the best investors in the world. Fortunately, investing mistakes can provide valuable lessons over time, providing investors an opportunity to gain insights into investing—and build more resilient portfolios.
20 Investment Mistakes to Avoid →Investing
The Golden Rules of Investing
Investing can help you meet your financial goals and the better the investment decisions you make, the more chance you have of succeeding. While nobody can make the best investment decision every single time, following these golden rules could help you to get more from your investments over the long term.
Following these golden rules could really help you to InvestSmart →Serious stuff
Should I still be investing in this uncertain stock market? Uncertainty is a normal – even necessary – part of investing, but it becomes a problem when people spend so much time worrying that they miss out on market returns.
Four tips for nervous investors from Benjamin Felix →Word of the week
Financial Exposure
Investor risk, which is defined as the possible loss an investor may incur by investing, is referred to as financial exposure. Investors use strategies like investment hedging and diversification to try to reduce their financial exposure.
Take your first steps into the investment world without risking losing any money →Investing
ScotiaFunds: 5 timeless tips on managing market ups and downs
1. Keep calm and carry on 2. Stay invested…it’s time, not timing 3. Manage risk, don't avoid it 4. Put diversification to work 5. Take advantage of dollar-cost averaging
Learn more from their easy to read resource →Word of the week
Diversification
A fundamental investing strategy that distributes investment funds among multiple asset classes is diversification.
What Is Diversification? Definition as Investing Strategy →Infographic of the week
Warren Buffett's Portfolio Visualized
Warren Buffet is probably best known for being one of the world’s most successful investors. See what Berkshire Hathaway are holding and learn from the legendary value investor known as the 'Oracle of Omaha'.
How They Make Money: Why the Oracle of Omaha tends to bet on the status quo →Investing
How to Invest Like Warren Buffett
Want to emulate Buffett’s investment strategy? Morningstar has compiled work on the approach he and partner Charlie Munger have pursued at Berkshire Hathaway. (Stock symbols BRK.A and BRK.B)
Delve into Warren Buffett’s investment strategy →Word of the week
Asset Allocation
Asset allocation is where you choose to put your money. The three primary asset classes are stocks, bonds, and cash. Choose those that best match your goals, risk tolerance, and time schedule.
Neontra aggregates and tracks all your assets in one place so you can monitor your allocation easily →Investing
7 Tips for Long-Term Investing
Investing is a long game. Whether you want to invest for retirement or grow your savings, when you put money to work in markets it’s best to set it and forget it. Successful long-term investing isn’t as simple as just throwing money at the stock market...
Seven tips to help you get a handle on long-term investing →Investing
Four generations talk about their different investment strategies
Fast Company spoke with people from four different generations (Gen Z, millennial, Gen X, and baby boomer) to understand their investing strategies.
Learn from Gen Z, Gen X, and the millennial and baby boom generation →Investing
Tips for Avoiding the Top 20 Common Investment Mistakes
When learning how to invest, it is important to learn from the best, but it also pays to learn from the worst. These top 20 most common mistakes have been compiled to help investors know what to watch out for. If any of these mistakes sound familiar, it is likely time to meet with a financial adviser.
The CFA Institute on investment mistakes →Infographic of the week
Just 7 Companies Dominate the Nasdaq 100
Launched in 1985, the Nasdaq 100 index tracks the performance of the largest, and most actively-traded, non-financial companies listed on the Nasdaq stock exchange.
Companies in the Nasdaq 100, by Weight →Investing
Making Smart Investments: A Beginner’s Guide
- Why should you invest? - How much should you save vs. invest? - How do investments work? - How do you make (or lose) money?
See Matthew Blume of the Harvard Business Review answers →Infographic of the week
Timing the Market: Why It’s So Hard, in One Chart
Timing the market seems simple enough: buy when prices are low and sell when they’re high.
The Pitfalls of Timing the Market →Did you know?
The first War Savings Certificates and Victory Bonds were issued in Canada during the First and Second World Wars. They went towards paying for the war effort.
Browse through the gallery and view the timeline to learn about the History of Canada Savings Bonds. →Word of the week
Bonds
Governments and businesses both issue bonds as a form of investment. In exchange for a predetermined rate of return, you lend money to these organizations when you purchase a bond. Although historically yielding less than stocks, bonds are thought to be a safer kind of investment.
How to Buy Bonds in Canada →Investing
Motley Fool outlines Warren Buffett's investing philosophy in 9 steps
1. Look for a margin of safety 2. Focus on quality 3. Don't follow the crowd 4. Don't fear market crashes and corrections 5. Approach your investments with a long-term mindset 6. Don't be afraid to sell if the scenario changes 7. Learn the basics of value investing 8. Understand compounding 9. Research and reflect
How to Invest Like Warren Buffett →Investing
Financial advisors agree: These are the 3 best investing tips for beginners
CNBC Select shares three tips for any beginner investor just starting out. 1) Audit your finances before you even start to invest 2) Utilize retirement accounts as much as you can 3) Know you don’t have to be an expert
If you’re just getting into investing, read more →Investing
3 common mistakes investors make — and how to avoid them
In our daily lives, we know it’s hard to break bad habits, like eating too much junk food. The same is true for investing. Just as understanding which foods are better for you, knowledge is power when it comes to your portfolio.
Nobody’s perfect, especially when it comes to investing →Investing
Investing can seem intimidating
Fortune.com outlines how to get started: - Decide your investment goals - Select investment vehicle(s) - Calculate how much money you want to invest - Measure your risk tolerance - Consider what kind of investor you want to be - Build your portfolio - Monitor and rebalance your portfolio over time
A beginner’s guide to investing in the stock market →Infographic of the week
The most profitable U.S. companies, by sector
See the S&P 500 companies with the highest profits in their sector. Data is based on the fiscal year ending on or before January 31, 2023 across companies in the Fortune 500.
America’s most profitable companies, by sector →Infographic of the week
See the Markets in a Minute
S&P 500 companies hold $7.1 trillion in assets, and account for close to 80% of available market capitalization on U.S. stock exchanges. The index serves as a barometer for the U.S. stock market, covering the largest public U.S. companies by market capitalization. Often, it reflects investor sentiment and is considered an indicator for U.S. economic health.
Visualizing Every Company on the S&P 500 Index →Investing
Stock Market Simulator
Our Markets Simulator can help you learn about the stock market and practice trading real stocks at real prices, without risking real money.
Make virtual simulated trades and learn how the stock market works all at no cost →Infographic of the week
The Fastest Rising Asset Classes in 2023
Many corners of the market have shown resilience despite persistent inflation and slowing economic growth in 2023. U.S. equities, international equities, and a variety of bonds have seen positive returns so far this year.
The top-performing asset classes to date with data from BlackRock →Investing
9 easy steps to start investing in Canada:
1. Assess your risk tolerance 2. Choose Your Investing Style 3. Decide How Much You Can Invest 4. Pick the Right Kind of Stock Investments 5. Choose a broker 6. Open the right investment account 7. Diversify Your Stocks 8. Keep a Steady Eye on Your Portfolio 9. Invest Consistently for the Long-Term
How to Start Investing in Canada: 9 Steps to Success →Infographic of the week
Just 20 Stocks Have Driven S&P 500 Returns So Far in 2023
Truman Du shows which stocks are making up the vast majority of S&P 500 returns amid AI market euphoria and broader market headwinds.
Tech and AI stocks have soared as ChatGPT became a household name in 2023 →Investing
Investing in individual stocks, mutual funds and exchange-traded funds can be difficult to learn.
One of the best ways to learn how to invest is to use market simulators or virtual portfolios to learn how to buy and sell stocks before you invest real money.
You can create a SIM portfolio here →← Curating the web to find the most interesting and helpful information about your money.