MarketPulse

asset allocation

10 articles
The Motley FoolThe Motley Fool··Anders Bylund

Beyond Market Timing: When Tactical Rebalancing Makes Strategic Sense

Portfolio rebalancing should respond to material life changes rather than calendar dates, balancing discipline benefits against tax costs and individual circumstances.
SPYVOOIVVportfolio rebalancingasset allocation
The Motley FoolThe Motley Fool··David Dierking

Four Vanguard ETFs Offer Simplicity, Low Costs for Retirement Planning

Vanguard's VOO, VTI, VXUS, and BND ETFs offer ultra-low-cost, diversified retirement portfolio building blocks combining domestic equities, international stocks, and bonds.
BNDVTIVOOVXUSVIGinternational stocksdividend stocks
The Motley FoolThe Motley Fool··David Dierking

ETF Investors Face Hidden Risks in 'Set and Forget' Strategy

ETF investors often mistake multiple fund ownership for diversification and neglect critical rebalancing, risking excessive concentration in mega-cap tech stocks like those dominating $QQQ.
QQQNVDAMETAMSFTAMZN+7portfolio diversificationMagnificent Seven
The Motley FoolThe Motley Fool··Maurie Backman

Spring 2026 Retirement Checkup: Are Your Savings On Track?

Retirement readiness requires comparing savings to age-based benchmarks, optimizing asset allocation, and projecting income needs using the 4% withdrawal rule framework.
VTIinvestment strategydiversification
The Motley FoolThe Motley Fool··Ben Gran

Vanguard's Bond Outlook: Why $BND Could Outshine Stocks for Next Decade

Vanguard projects U.S. bonds will deliver 3.8%-4.8% returns over 5-10 years, positioning them as the best risk-adjusted investment opportunity. The Vanguard Total Bond Market ETF ($BND) offers low-cost access with a 0.03% expense ratio.
BNDrisk managementportfolio diversification
The Motley FoolThe Motley Fool··Dan Caplinger

Ray Dalio's All-Weather Strategy Now Available to Main Street Investors via $ALLW ETF

State Street launches $ALLW ETF packaging Ray Dalio's all-weather portfolio strategy, enabling retail investors to access diversified asset allocation previously restricted to institutions.
ALLWrisk managementETF
The Motley FoolThe Motley Fool··James Brumley

Can $1M Generate $34K Annual Income? Breaking Down Retirement Math

$1M portfolio using balanced 40/40/20 allocation can generate $34K annual income via 3.5-4% yield. Success depends on market conditions and disciplined execution.
MSFTAVGOQCOMBNDSCHD+1dividend incomeportfolio allocation
GlobeNewswire Inc.GlobeNewswire Inc.··Wisdomtree, Inc. And Halo Investing, Inc.

WisdomTree, Halo Partner on First Defined Outcome SMA Strategy

WisdomTree and Halo Investing launch jointly managed account strategy combining income, downside protection, and structured note capabilities for financial advisors.
WTdownside protectionasset allocation
The Motley FoolThe Motley Fool··David Dierking

Bond Diversification Fails in Crisis: Why Multi-Asset ETFs Outperform Traditional 60/40 Portfolios

Stock-bond portfolios failed to provide diversification during recent geopolitical turmoil. Investors should expand into gold, Bitcoin, and real estate for better multi-asset protection.
AGGinflationmarket volatility
The Motley FoolThe Motley Fool··John Ballard

USAdvisors Divests $3.8M Position in Active Bond ETF, Shifts to Index Strategies

USAdvisors divested $3.8M from active bond ETF, shifting toward lower-cost index strategies amid changing market conditions and fee pressures.
QQQFIXDSCHVSCHGAVUVactive managementportfolio rebalancing