Portfolio Management

Portfolio management is about managing your family's investment holdings in a way that's consistent with your liquidity needs, risk profile, goals, and objectives. A good portfolio management strategy can mean the difference between sleeping through a Great Depression or spending your nights worrying about where your kids will get their next meal.

Explore Portfolio Management

All International Investing Sustainable Investing
Hedge funds
What Is a Hedge Fund?
Stacked letter blocks spelling "return"
The Importance of Return on Equity (ROE)
Business owners calculating inventory turnover in a warehouse
What Is the Inventory Turnover Ratio?
Partners look at a computer.
How to Read and Analyze a Balance Sheet
Image shows icons that represent this equation: "current assets - current liabilities = working capital. $1.75 million in assets - $550,000 in liabilities = $1.2 million." Title reads: "How to calculate your working capital"
How to Calculate Working Capital
Image shows three images: an accounts receivable invoice, a triangle with an exclamation point in it, and a desk with stacks of cash on it as well as a computer monitor. Text reads: "What to know about accounts receivable: the term represents money that is owed to a company by its customers for products or services that it has delivered but for which it has not yet received payment. Money in a/r is money that's not in the bank, which exposes the company to a degree of risk. Normally, companies build up a cash reserve to prepare for such anticipated losses"
Why a Company's Accounts Receivable Are Important
A pen and paper of income statement analysis
A Beginner's Guide to Income Statement Analysis for Investors
graphic showing two people on top of stack of books with a ruler and pencil.
Rule of Thumb for Average Stock Market Return
Financial experts look at a computer to see the gross profit margin of a company.
Here's How to Calculate Gross Profit Margin
Business colleagues meeting in a conference room
Board of Directors Protect Shareholder Assets and Investment
A woman sits at a desk before an open laptop and decides where to place a stop loss market order for the day's trades.
Where to Place a Stop-Loss Order When Trading
An investor looks over a 1099-DIV.
What Is Return of Capital?
Gross Profit on an Income Statement
What Is Gross Profit on an Income Statement?
Young woman working on desktop computer at home
Depreciation and Amortization Expense Basics
Businesswoman using laptop in office
What Are Retained Earnings on the Balance Sheet?
Financial data analyzing
What Is the Net Profit Margin?
Business People at Boardroom Table
Company's Determination of Its Dividend Payout Policy
Sold sign in front yard of house
Use Four Asset Classes to Diversify Your Portfolio
Man calculating his financial bills
What Is the Balance Sheet Current Ratio Formula?
A woman looks down at her computer.
What Is Negative Working Capital on the Balance Sheet?
Balance Sheet
Long-Term and the Debt-To-Equity Ratio on the Balance Sheet
Team in a meeting discussing financial statistics
Interest and Expense on the Income Statement
Investment adviser discussing an individual's investment mandate with her during a meeting.
What Is an Investment Mandate?
A woman looks at her computer.
What Are the Ratios for Analyzing a Balance Sheet?
A group of coworkers talking together over a digital tablet in an office
What Are Current Liabilities?
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Cost of Goods Sold (COGS) on the Income Statement
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The New Investor's Guide to Asset Turnover
A young businesswoman reviews printouts of a company's balance sheet.
Long-Term Investment Assets on the Balance Sheet
Women discussing investments at a desk
What Is a Form 10-K?
Cropped shot of a handsome young businessman sitting in his office and looking contemplative while reading paperwork
What Are Income Statement Formulas?
A frustrated day trader looking at stocks
Bouncing Back After a Big Trading Loss
Computer image of building a retirement portfolio
Learn What the Best Retirement Investments Are for Your Portfolio
Balance sheet with pen on top
Components of a Balance Sheet
Young woman sitting at table looking at her laptop and drinking coffee. Female using laptop at home.
Safe Investments That Can Help Keep Your Money Secure
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Research and Development Costs on an Income Statement
Tokyo, Japan
The Best Ways to Invest in Foreign Markets With ETFs and ADRs
Text reads: "How to build a complete financial portfolio: craft a balance sheet, contribute to your 401k, pay off credit card debt, open a roth ira, purchase a home, build six-month emergency fund, look into other investments, invest in yourself, save for your children's education, stay the course"
Here Are Some Tips on Building a Complete Financial Portfolio
Trader can't believe the slippage on her trade.
What Slippage Is, Its Effect, and Avoiding It While Day Trading
Balance sheet
How to Calculate Double Declining Balance Depreciation
Diluted earnings per share, or diluted EPS as it is often called, is a more accurate version of how much profit is left for you, the owner, for every share of stock you have in a company.
What's the Difference Between Basic and Diluted Earnings per Share?
Oil workers use chain to wrangle a petroleum drill into position.
How To Hedge Against Inflation
Woman in a wheelchair working on a laptop
What Is Modern Portfolio Theory (MPT)?
Men and woman in a business meeting
What Is Stockholders' Equity?
The board of a company discusses treasury stock and how it affects the bottom line.
Understanding Treasury Stock on the Balance Sheet
A woman views the annual report for company she is interested in.
Annual Reports: What They Are and Why Investors Care
Illustration of stock return chart with a bomb waiting to explode
What Is Rehypothecation?
Couple discussing finances at a table while working on a laptop
What Is Strategic Asset Allocation?
A bronze bull on top of a pie chart with sections labeled stocks, ETFs, and fixed income.
An Introduction to Diversifying Among Asset Classes
Stock market index board with all arrows pointing down
Secrets To Making Money During a Stock Market Crash
An advisor listens to her client talk about his investment choices.
How Do You Calculate Portfolio Beta?
SEC Archives Preferred Stock Encore Bancshares, Inc.
What Preferred Stock Is and How it Affects the Valuation of a Company
A woman working on a tablet at the table and looking at a pie chart presentation
10-Q vs. 10-K vs. Annual Report: What's the Difference?
Female manager sitting at the head of the table at a company meeting and speaking seriously.
What Is Prime Brokerage?
Retired couple hiking in the mountains.
Is a Half-Million Dollars Enough To Retire On?
An investor's pile of stock portfolio data and charts.
How Much Cash Should You Keep in Your Portfolio?
A man stares at his comptuer.
What Is Goodwill on the Balance Sheet?
Businesswoman on phone talking to client
Operating Income and Profit Margin Explained for New Investors
An investor looks at her portfolio.
Past Performance Is No Guarantee of Future Results
A business woman reviews a balance sheet while talking on the phone.
Understanding Capital Surplus and Reserves on the Balance Sheet
1% Risk Rule, Risk Management Trading Strategy
Why Day Traders Should Stick to the 1% Risk Rule