Tag: strategic asset allocation

Which Stock Sector Does the Most to Diversify a Portfolio?

If you are trying to diversify a portfolio by sector, exposure to certain sectors may have more effect than others. This examination of correlations between SPDR Sector Select funds over the last 10 years shows that┬ácertain sectors do, in fact, have less correlation than others. Continue reading “Which Stock Sector Does the Most to Diversify a Portfolio?”

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An Example of the Importance of Reallocation

When is the last time your checked your investment allocations? If it has been a few years, a lot has changed in the market. Stocks have┬áreached record highs within the last few months. These gains have probably┬áprovided you with a great return. However, they can also set a portfolio’s allocations off-balance. Continue reading “An Example of the Importance of Reallocation”