Creating an investment portfolio can be an important step in working toward your goals. We’ll help you move forward with confidence. Explore insights that may impact your portfolio’s performance like investment diversification, risk tolerance, portfolio construction and rebalancing, tax mitigation strategies and overall trends in investment management.

When to rebalance your portfolio

Whether you’re an active investor or passive, hands-off investor, knowing how and when to rebalance your portfolio should play a key role in your long-term investment strategy.

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Should I buy-and-hold stocks for long-term investing?

Instead of trying to time the market, consider buying stocks and other securities and holding on to them regardless of changes in the market. Read more about the benefits of this long-term investment strategy.

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What is dollar cost averaging?

With dollar cost averaging, you invest small amounts of money regularly, bringing psychological benefits and encouraging a long-term approach to investing.

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How to determine your risk profile

Your investment time horizon and emotional response to market volatility are key factors in helping you assess your risk tolerance.

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How diversification in investing may reduce risk

Why is diversification important in investing? Because risk never disappears—even in times of economic growth.

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Market psychology: How it can affect your investing decisions

Our investing decisions can be affected by natural biases—it’s all part of human behavior. Learn what behavioral finance biases are and how you can account for them when you invest.

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Investment and insurance products and services including annuities are:
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U.S. Bank, U.S. Bancorp Investments and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. You should consult your tax and/or legal advisor for advice and information concerning your particular situation.

The information provided represents the opinion of U.S. Bank and U.S. Bancorp Investments and is not intended to be a forecast of future events or guarantee of future results. It is not intended to provide specific investment advice and should not be construed as an offering of securities or recommendation to invest. Not for use as a primary basis of investment decisions. Not to be construed to meet the needs of any particular investor. Not a representation or solicitation or an offer to sell/buy any security. Investors should consult with their investment professional for advice concerning their particular situation.

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For U.S. Bancorp Investments:

Investment and insurance products and services including annuities are available through U.S. Bancorp Investments, the marketing name for U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

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Insurance products are available through various affiliated non-bank insurance agencies, which are U.S. Bancorp subsidiaries. Products may not be available in all states. CA Insurance License #0E24641.

Pursuant to the Securities Exchange Act of 1934, U.S. Bancorp Investments must provide clients with certain financial information. The U.S. Bancorp Investments Statement of Financial Condition is available for you to review, print and download.

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