Before buying a stock, I look at several numbers. First of all, I analyze fundamentals like P/E, CAPE, P/B, and P/FCF ratios. Secondly, I look at dividend yield, payout ratio, and equity ratio.

The U.S. market exceeded expectations in 2023, delivering a 26% return for the S&P 500 and a 75% return for the Magnificent 7 tech stocks. Momentum and sentiment played a significant role in the ...

Learn how Harry Markowitz's Modern Portfolio Theory transformed investment strategies by focusing on diversified portfolios ...

A reference for professionals and students of asset and wealth management. This book explores the essential topics of portfolio performance measurement in a realistic and rigorous way. Portfolio ...

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Just a couple of years ago in 2022, the 60% stock/40% bond portfolio seemed to fail investors, as both stocks and bonds finished the year in ...

A detailed analysis examines various methods to protect investments when market downturns occur. The article reviews several techniques and provides insight into how each strategy works. Investors can ...