Monday, June 24, 2013

Balance Your Investment Portfolio?

 It’s evident that most investment advisers are not really certain how many stocks and bonds go into what can be considered a “balanced” investment portfolio. Certainly, an indexed, un-managed mutual fund or an indexed ETF, will provide sufficient diversification.
                       
But what about market risk?
                       
What had been a simple assumption prior to the 2008-2009 financial meltdown is now subject to conjecture. That’s due to the fact both stocks and bonds fell in unison at that time. And they are reacting differently since. ( See the Earl J. Weinreb NewsHole® comments.

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