How To Diversify An Equity Portfolio
"Help! I need to diversify my equity exposure!" Fortunately, we have lots of data and research to show which asset classes are helpful in adding diversification to a stock portfolio. Here are a few asset classes you may want to look into, and two that are wrongfully assumed to add diversification.
The Core 4 Portfolio
The Core 4 Portfolio, developed by Rick Ferri, is one of my favorite model portfolios for young accumulators & DIY investors due to its simplicity, diversification, and low cost.
I Thought The 60/40 Portfolio Was Dead??
I Thought The 60/40 Portfolio Was Dead?? At least that’s what the financial media was saying in 2022 when the 60/40 was having its worst year in past 50 years, returning -17.8%.