Explore Bill Bengen’s 7 key asset classes for smart portfolio construction—stocks, bonds, T-bills, and international exposure ...

PinkLion has launched a free Tool Hub featuring ETF comparison, Monte Carlo retirement simulations, correlation analysis, fund analysis, and portfolio backtesting tools, expanding access to research ...

Tue, March 10, 2026 at 11:43 AM UTC READ: The analyst who called NVIDIA in 2010 just named his top 10 AI stocks The traditional 60/40 portfolio still has plenty of defenders. Many advisors continue to ...

Today’s market pressures require investment funds to reassess their valuation process often. Many fund managers are implementing a process of “backtesting,” also known as a retrospective review, as a ...

NATICK, Mass.--(BUSINESS WIRE)--MathWorks today announced a new backtesting framework in Financial Toolbox, available in Release 2020b of the MATLAB and Simulink product families. The new backtesting ...

While it may be true, as told by the Roman poet, Horace, and quoted by Ben Graham and David Dodd in their front piece to Security Analysis, that "many shall be restored that are fallen…", it is also ...

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Adding gold improved long-term returns. A 60/20/20 portfolio of stocks, bonds, and gold delivered a 9.86% annualized return versus 7.94% for a traditional 60/40 portfolio over the 2004–2026 period.

The traditional 60/40 portfolio still has plenty of defenders. Many advisors continue to recommend it as a simple, balanced approach for long-term investors. But 2022 exposed a major weakness in that ...