Drawing on Jasmin Sethi’s comprehensive paper “Should We Have More Annuities?”, an article in Morningstar discusses how annuities might fit into a retiree’s portfolio. Annuities face both legal and practical…
Tag: Diversification
Some Options for Managing Risk After a Big Market Run
The stock market has had a huge run since last March. That fact, combined with unprecedented government stimulus, the potential for future inflation and other risk factors has many investors…
Moves to Consider to Help Protect Your Portfolio & Profits
By Justin Carbonneau (@jjcarbonneau) Over the past few weeks, I’ve had conversations with a number of investors about the market’s amazing move higher, the astonishing performance in small caps, cyclicals…
The Importance of Diversification
A recent article in Vanguard argues that diversification is the best way to control the risk that is necessary to generate portfolio returns. Here are the main takeaways: Fund type…
The Importance of Diversification
A recent article in Vanguard argues that diversification is the best way to control the risk that is necessary to generate portfolio returns. Here are the main takeaways: Fund type…
International Equities and Diversification
The evolution of the global economy has changed the relationship between U.S. and international stocks such that equity investments in many developed companies provide little diversification benefit. This according to…
If You Think You're Diversified, Think Again
Diverging performance doesn’t necessarily signal true diversity, says Nomura quant strategist Joseph Mezrich. This according to a recent article in Barron’s. While selecting stock groups based on different characteristics should…
Home Investing Bias Overrated
A recent Morningstar article reports that most U.S. investors have a home bias and suggests that “foreign stocks should represent a considerable portion of most investors’ portfolios.” “Home bias isn’t…
Zweig: "Smart" Money is Bailing on U.S. Stocks
Wall Street Journal columnist Jason Zweig writes that while data shows how the S&P 500 has outperformed international stocks for years, the numbers can “play tricks on you. It still…
How Many Stocks Does it Take to Be Diversified?
“Many people believe that diversification beyond 10 or 20 securities is superfluous despite clear research indicating that the opposite is in fact the case,” says an article in the July…
