In the past five years since inception, my portfolio has generated a CAGR of over 26%. In 2022, my return was 19%, which beat the Nasdaq by 50%. I officially became ranked in the top 1% of analysts on ...

NEW YORK--(BUSINESS WIRE)--Octus, formerly Reorg, the leading provider of global credit intelligence and data, today announces the availability of its latest data solution, Octus Portfolio Analytics ( ...

Investing can be complicated with many moving parts, but modern portfolio theory (MPT) is a valuable tool to piece them together efficiently. If you've ever wondered how to construct a well-balanced ...

This article was written by David Krein, Head of Real-Time Pricing Research at Bloomberg. In the US Investment Grade market, portfolio trading (PT) has seen substantially increased adoption over the ...

Portfolio reporting is an essential part of an RIA’s operations. When done correctly, it provides you with a solid framework for developing actionable investment strategies. Giving your client ...

Constructing a stable income portfolio in today's volatile market favors CLO bond ETFs with strong yield and minimal drawdown. My recent portfolio revision removed underperforming or volatile funds ...