(Bloomberg) — The world’s biggest money managers are set to unload up to $100 billion of stocks in the final few weeks of the year, adding to a selloff that’s snowballed since Jerome Powell’s unequivocal message that policymakers will press on with aggressive tightening at the risk of job cuts and a recession. Notwithstanding their […]
Read MoreA pie chart shows an investor’s asset allocation. Dalbar, a financial market research firm, has its own strategy called Prudent Asset Allocation. How much cash do you have in your portfolio? While conventional wisdom suggests limiting the size of your cash position, a recent study from Dalbar calls for holding enough cash and cash equivalents […]
Read MoreSo you’ve established an asset allocation strategy that is right for you, but at the end of the year, you find that the weighting of each asset class in your portfolio has changed. What happened? Over the course of the year, the market value of each security within your portfolio earned a different return, resulting in […]
Read MorePie chart on paper charts If you prefer a laid-back approach to investing, building an all-weather portfolio may be right for you. All-weather portfolios are designed to perform well during all seasons of the market, whether that means an economic boom or a bust is underway. This type of portfolio could be suited to an […]
Read MorePortfolio folder Choosing the right asset allocation matters for achieving your investment goals. But it isn’t just set-it-and-forget-it. Rebalancing your portfolio from time to time is necessary to ensure that you have the right mix of investments, based on your goals and risk tolerance. The question is, when do you need to rebalance? Knowing how […]
Read MoreColorful pie chart Rebalancing an investment portfolio is the process of making sure the proportion of asset types in your portfolio reflects your goals. It builds on two tenets of investing, diversification and consistency. It’s a necessary process because various securities rise and fall at different rates so that over time the asset allocation you […]
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