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Features: Portfolio Management

Cryptocurrencies and Bitcoin: What Are They?

March 17, 2018 by Robert Baran

An introduction to cryptocurrencies and how they work.

Better Sector Rotation Performance

August 19, 2017 by Scott Juds

The founder of SumGrowth Strategies explains how to use his SectorSurfer service to build a sector rotation strategy that is optimized for both bull and bear markets.

Selecting Asset Classes for Retirement Investments

July 15, 2017 by John Zhong

The founder of MyPlanIQ.com shows how to use his online portfolio management platform to build a well-rounded retirement portfolio.

Using Investment Account Manager 3

April 15, 2017 by Matthew K. Willms

The co-founder of Quant IX Software details the features of his Investment Account Manager 3 Individual.

Using Asset Class Rotation to Reduce Risk and Increase Return

January 21, 2017 by Scott Juds

Using an asset rotation strategy is a simple way to improve your portfolio’s performance, but you need the right tools to carry it out.

Benchmarking Your Investment Returns With a Computer

November 19, 2016 by David Levine

Checking the performance of your portfolio and individual securities depends on selecting the appropriate benchmark comparison.

The Top Portfolio Management Software

October 15, 2016 by Andrew Plis

The four best programs for managing your portfolio allow you to view breakdowns of assets, track your transactions and calculate performance.

Tapping Into the Dividend Well: Reinvesting With DRIPs

July 16, 2016 by Matthew Bajkowski

DRIPs offer many advantages to the individual investor interested in maximizing returns from long-term growth.

Build and Manage Your Retirement Plan With MyPlanIQ

May 21, 2016 by John Zhong

John Zhong of MyPlanIQ describes how his website uses model portfolios to help investors build and maintain diversified portfolios for their retirement plan based on their risk tolerance and allocation desires.

Manage Your Portfolios With Investment Account Manager 2

May 16, 2015 by Hareesh N Jayanthi

An in-depth look at software that helps you assess the holdings in your portfolios and gauge their performance.

“Risk-Wise” Risk Management

First Quarter 2010 by Cara Scatizzi

A look at Michael Carpenter’s book on managing risk in your portfolio.

Trading Rule #1 Stocks

July/August 2008 by Wayne A. Thorp

How to implement a trading strategy based on the stocks that pass Phil Town’s Rule #1 approach. Three technical tools that can help you stay one step ahead of the institutional investors.