Top Five Articles from April: Portfolio Concentration, Cryptocurrencies, Quantamental

1. Portfolio Concentration: How Much Is Optimal?

Diversification is sometimes described as “the only free lunch” in investing. But is it? Gary Mishuris, CFA, gives his take.

2. Investing: Past, Present, and Future

Memes are simple ideas that sometimes take hold and change the world. Finance has undergone two major cycles of transformation under this principle over the last 100 years and a third cycle more recently. Christopher K. Merker, PhD, CFA, explains.

3. Cryptocurrencies: The Rise of Decentralized Money

As financial technology, cryptocurrencies have the capacity to fundamentally change the global economic landscape, writes Umed Saidov, CFA.

4. Assessing Value in the Digital Economy

Analysts need new tools to evaluate new business models, says Sherree DeCovny.

5. Can Quantamental Save Active Investing?

The goal of quantamental investing is not to replace human analysts with machines, but to leverage the strengths of each, says Alon Bochman, CFA.

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All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.

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Paul McCaffrey

Paul McCaffrey is the editor of Enterprising Investor at CFA Institute. Previously, he served as an editor at the H.W. Wilson Company. His writing has appeared in Financial Planning and DailyFinance, among other publications. He holds a BA in English from Vassar College and an MA in journalism from the City University of New York (CUNY) Graduate School of Journalism.