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Portfolio Management

Investing for growth, other assets, returns, diversification, optimization, correlation.

How Portfolio Rebalancing Works to Manage Risk

How Portfolio Rebalancing Works to Manage Risk

Portfolio rebalancing, when done effectively, can help manage risk and keep you on track to pursue the expected returns you want to reach your goals.

Are Bonds Safe When Interest Rates are Rising?

Are Bonds Safe When Interest Rates are Rising?

History shows that fears of bond losses when interest rates rise are largely overblown.

4 Common Mistakes When Investing in Target-Date Retirement Funds

4 Common Mistakes When Investing in Target-Date Retirement Funds

Target-date funds are very common in retirement accounts because they automatically adjust over time. However, plenty of people make mistakes choosing TDFs, which can hurt long-term returns.

Recent Articles

How Will the Election Affect Your Investments?

Elections and political events aren’t likely to impact your long-term returns. Instead, focus on lowering your fees where possible, and maximizing your tax efficiency across your portfolio.

4 Myths About Diversification

What is diversification? Many investors know that they should be diversified, but don’t understand what that really means. Here, we break it down for you—along with four big misconceptions about being diversified.

How Betterment Helps Keep You on Track Through Tough Markets

Historical data suggests that customers who follow our advice will stay on track to reach their goals, even in a market downturn as bad as the 2008 crisis.

With Market Timing, Even If You Win, You Lose (Hint: Taxes)

When you’re actively trading, short-term capital gains taxes will cripple your take-home returns.

How Does Betterment Calculate Investment Returns?

Use our interactive tool to see the difference between time-weighted, money-weighted and simple return.

The Betterment Guide to ‘Investment’ Cash

What is the role of cash in investing? Learn more about the role of cash in your diversified portfolio and investment goals.

It’s About Time in the Market, Not Market Timing

Explore how the length of an investing period impacted annual returns from 1928 to 2014.

Investors Need Better Than Target-Date Funds

Applying technology can make investing on a glide path more transparent, lower cost, and personalized for every goal.

Where in the World Are You Invested?

Betterment's portfolio diversification includes holdings across 102 countries. Explore where your money is invested with our widget.

Portfolio Optimization: Our Secret to Driving Better Performance

We optimally blend funds to deliver higher expected investor returns for each asset class and ensure you get the best possible performance from your investments.

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