Bank of America says there's a strong alternative to investors looking to shake up the traditional 60/40 portfolio. The so-called "permanent portfolio" — 25% stocks, 25% bonds, 25% gold, and 25% cash ...

For decades, diversification strategies focused on the two traditional asset classes: stocks and bonds. The use of these assets evolved significantly, but they remained core building blocks. Two ...

Building a portfolio that pays you every month is something that millions of investors are striving for at this point. Yes, there is a definite goal of creating long-term wealth, but there is also ...

My 10 ETF Portfolio distills over 4,000 ETFs into a core, risk-managed, 'permanent portfolio' for long-term investors. When analyzing the “permanent portfolio” version versus the “tactical” version I ...

LSEG Lipper Fund Awards United States 2026 Winner, Permanent Portfolio Class I, Best Alternative Global Macro Funds Over 3 Years (out of 27 funds) LSEG Lipper Fund Awards United States 2026 Winner, ...

Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory ...

Stocks have done exceptionally well lately, with the S&P 500 index in the vicinity of its all-time record close and finishing its third year in a row with double-digit gains. But many investors didn't ...

Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations. She has conducted in-depth research on social and economic issues ...