James Chen, CMT is an expert trader, investment adviser, and global market strategist. A product portfolio is the collection of all the products or services offered by a company, each with a different ...

Learn why the geometric mean is preferred for portfolio returns and how it offers deeper insights into financial performance that the arithmetic mean.

In the world of finance and investing, the term "financial portfolio" is ubiquitous. All types of investors, large and small, individual and institutional, talk of adding to, taking from and ...

It may seem churlish but defining what we mean by “portfolio management” is an essential prerequisite to discussing it. The terms “order management system” and“portfolio accounting system” are often ...

A 401(k) retirement plan remains one of the most popular ways to invest for your golden years, and Americans have put away trillions of dollars in them. Despite this popularity, many workers don’t ...