Modern portfolio theory dictates that investors should own a variety of unrelated asset types. Pfizer, a top-shelf pharma stock, has attributes that could allow it to serve a variety of roles. However ...

Exchange-traded funds make it easy to diversify a portfolio and are often easier for investors to buy than their mutual fund counterparts. That’s because they’re traded on an exchange and don’t have ...

But Sequoia is hardly the first concentrated fund to soar, then take a nosedive, due to its heavily weighted positions. Some of the most fabled mutual funds of the past few decades have experienced a ...

Preferred stock exists somewhere in the middle between equity and debt. It has some of the disadvantages of both, with very little of the upside. Preferred stock funds have not performed as well as ...

For many investors the decision isn't about "IF" bitcoin belongs in their portfolio, but "where" does it belong in their portfolio (personally, at current valuations I would be cautious, but I think ...

Model portfolios can be powerful tools -- leveraging research, market insights, and years of experience, these asset manager-crafted offerings save time for advisors to focus on clients. But how ...

In the first of a two-part series, CIBC’s David Wong says alternative investments tend to outperform during market volatility. Welcome to Advisor to Go, brought to you by CIBC Asset Management, a ...

This year, the stock market is teaching new investors an important lesson, with many sectors losing value. Instead of hoping for the next big run-up, I will show you a diversified portfolio example ...