I recently tabled the Perfect Portfolio that offered very generous risk adjusted returns. The portfolio did well for the accumulator through the last recession, but how would it have treated a retiree ...

While this will probably drive our lawyers crazy, the Perfect Stock Portfolio is a group of stocks that fit the definition of the ideal stock that I have developed over my career. The selection ...

The May update for the Perfect Stock Portfolio at Benzinga Edge begins with an acknowledgment of Benjamin Graham’s profound influence on modern securities markets. From Graham’s Columbia University ...

If this were any “normal” time, we’d be able to buy safe bonds and collect enough income on our nest egg to fund our retirements. Unfortunately, this is the “new normal” where the Fed is not the ...

In part 1 of this article, I listed the financial pioneers Andrew Lo (MIT) and Stephen Foerster (University of Western Ontario) interviewed for their book, In Pursuit of the Perfect Portfolio: The ...

For most people, especially retirees, it's very difficult to tolerate large and deep drawdowns. But with index investing, there's no escape from a roller coaster ride. In addition, index investing may ...

Saving for retirement has a new look. No longer a concern that can wait until mid-life, putting away money for the long term starts with your first job and continues for at least four decades.

At one point or another, every architecture student or graduate has a portfolio of their work that they have agonized over creating. Portfolios are important; they demonstrate your range of skills and ...