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Investing

Portfolio Management

Photo of a stopwatch, ruler, pencil, and price chart.
Investing
Should I try to time the market? Tops, bottoms, and trends
Timing your trades? Don’t get clocked.
Professional woman broker giving presentation to a young couple.
Investing
In the market for a financial advisor? Here are 8 questions to ask
Due diligence starts with you.

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4 strategies for investing in AI stocks
The intelligence is artificial; the investment opportunities are real.
6 ways to start investing on a budget
Grow your portfolio without breaking the bank.
Absolute return strategy: Targeting portfolio growth with less volatility
Is it possible to see positive returns in any kind of market?
Beta, benchmarks, and risk: Measuring volatility
Plus 4 ways to use beta beyond vol.
Compounding interest and investment returns: The incremental approach to building wealth
Time is money.
Creating your own ESG fund: A practical guide for investors
Align your investments with your priorities.
Cycle race: How sector investing can help investors navigate bull and bear markets
It can smooth performance.
ESG investing trends: Performance, debates, and more
Investing with a green thumb.
Financial advisors: What are they and do you need one?
There’s no right or wrong answer.
Financial benchmarks: Does your portfolio measure up or fall short?
A scorecard for your investments.
Fractional shares: Slicing stock into bite-size pieces
No long-division calculations necessary.
How to build an investment policy statement—even if you don’t have a financial advisor
Your money; your road map.
How to invest according to your values or your faith
Aligning your money and your beliefs.
How to start investing while repaying student debt and loans
An early start can make a big difference.
How value at risk (VAR) helps estimate investment losses
The science of worst-case comfort.
In search of alpha: Hard to prove; hard to sustain
Alpha is in the eye of the beholder (and the fund manager).
In the market for a financial advisor? Here are 8 questions to ask
Due diligence starts with you.
Investing for beginners: Stocks, bonds, alternatives, & risk
A Britannica Money Learning Journey
Investing with a robo-advisor
A cyber-financial planner.
Investment types: Your building blocks for diversification
Stocks, bonds, funds, and more—mix, match, and customize.
Is 60/40 dead? An asset allocation method hits hard times
Is it time to adjust?
Micro-investing: Your gateway to financial empowerment?
Mighty oaks grow from tiny acorns.
Need financial guidance? Here are 4 types of financial advisors
Which (if any) is right for you?
Portfolio beta weighting: What it is, why it matters, and how to use it
Your portfolio’s volatility in a single number.
Portfolio diversification: What investors need to know
A long-term strategy to balance risk and reward.
Ready to invest? A beginner’s guide to managing a portfolio
A Britannica Money Learning Journey
Regulation Best Interest: A rule to protect investors
Your broker-dealer is required to be on your side.
Risk vs. reward: The first step toward measuring and managing risk
Keep your balance.
Should I try to time the market? Tops, bottoms, and trends
Timing your trades? Don’t get clocked.
Should you pay a financial advisor? 4 fee types and how they work
Fee structure drives incentives.
Systematic risk: The PRIME forces that move markets
You can’t just diversify them away.
Tax-loss harvesting: Maximizing tax efficiency in your investment portfolio
Strategies for capital gains and loss optimization.
The great debate: How growth vs. value stocks differ and why each could be worth owning
It’s the ultimate argument among stock investors.
Thinking about socially responsible investing? Here’s what to know
The E, S, and G.
What is a fiduciary financial advisor?
Putting the client’s interest first at all times.
What is dollar cost averaging?
Getting more for your money?
Why corporate governance matters in ESG investing
Guardrails for doing good.