Simpler, more cost effective sharing of portfolio information is the mark of OSCRE’s new Portfolio Information Exchange Standard (PIE-X). Whether end-users are expanding their real estate investment ...

“A better model for determining essentiality, in the author’s opinion, is a probabilistic model that tries to estimate the likelihood of a portfolio to be infringed, valid and/or essential.” In recent ...

One of the most critical fallacies of portfolio benchmarking is the disparity between compound and variable rates of return. The importance of buybacks cannot be overlooked. Comparing your performance ...

Portfolio income is money received from investments, dividends, interest, and capital gains. Royalties received from investment property also are considered portfolio income sources. It is one of ...

This year, the stock market is teaching new investors an important lesson, with many sectors losing value. Instead of hoping for the next big run-up, I will show you a diversified portfolio example ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. The hardest part of investing for retirement is budgeting ample ...