The All-Weather portfolio has protected against some of the worst market setbacks. But can it be improved for the UK?
diversification
Every asset in a strategic asset allocation has an important role to play. Here are the main asset classes that will nourish and protect your portfolio.
An investment that has gone up when everything else has gone down is hard to say no to.
Are commodities the ideal alternative asset class that should be in any well diversified portfolio? Here’s the case for owning commodities
The unsettling world of commodities investing demystified because new evidence reveals it’s an important portfolio diversifier.
Money market funds are touted as a ‘cash-like’ product which offer better interest rates than the banks. But they’re much riskier than that.
The Global Financial Crisis was awful. Which means it must have some amazing lessons to teach us. Perhaps about diversification!
The rules of diversification sometimes seem too simple to believe. Well, believe them now because some your favourite out-of-favour asset classes are saving the day now.
A selection of rules of thumb that can help you devise your asset allocation strategy.
UK market history suggests you need gold and cash in your portfolio to protect against the worst.
Don’t be deluded: Most assets won’t diversify your portfolio. Plus the rest of the week’s good reads.
The pros and cons of the main asset classes neatly arrayed for your investing convenience.
You can use in a simple form many of the tricks of hedge fund managers, though it may cost you overall.
Bad news for the nervous. Assets have become more closely correlated, making diversification harder.
Vertical diversification is when your investment portfolio is spread across different types of assets. Cash, government bonds, corporate bonds, property and shares can each be expected to behave slightly differently and so produce different returns, as circumstances change. For instance, government bonds may soar when stock markets crash, because frightened investors sell their shares to [...]
When deciding whether to buy a particular asset, we should also pay attention to the assets we already own. A collection of assets is called a portfolio. By buying and holding assets with different characteristics, we can try to create a portfolio that offers the greatest return for the risk we’re prepared to take. Holding [...]