My strategy was born through portfolio backtesting, which I can warmly recommend to everyone. My current portfolio has performed well against its benchmark, delivering a 7.5% better return during the ...

Tracking and analyzing your investments can be a complicated and time-consuming task. Between expense ratios, dividend yields, management fees, tax planning, and asset allocation, there can be a lot ...

In this post, we will check back in on the 'Sample Portfolio' -- which was a portfolio we set up over 2 years ago and included as the example portfolio for new members. The idea behind it was to show ...

Below, we cover the best portfolio analyzers and analysis tools in detail. (Personal Capital is now Empower) has 3.3 million users, some of whom use free tools such as the Personal Dashboard, and some ...

A central component of the Basel III document is ‘Sound practices for backtesting' (Basel Committee on Banking Supervision 2010): a summary of regulatory guidance on how to validate and backtest the ...