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risk-return

US historical asset class returns

Supersize me!

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Risk and returns are joined at the hip in investing, but taking some risks can’t be expected to pay.

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Types of investing risks

If an investment seems too good to be true, it may be because it’s fraudulent or over-optimistic, or you may simply be overlooking one of the known investing risks.

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The simplest way to rebalance your portfolio

Calendar rebalancing is the simplest way to rebalance and ensures that your portfolio doesn’t get bloated with risk. But how frequently should you do it?

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Threshold rebalancing offers a number of easy-to-follow strategies that enable you to fine tune your portfolio’s exposure to risk.

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What is risk tolerance, why is it important and how does it affect your asset allocation. It’s all here.

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As you take on more risk in investing, you’d typically expect to earn a higher return.

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Settle down at the back! Our latest investing lesson is all about risk versus reward.

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Know your own risk tolerance

You’re investing your money, so make sure you’re taking the risks you feel comfortable with.

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Increase your expected returns or lower your risk by embracing return premiums.

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Risk and investment

Unless you’re a hedge fund manager or Jim Cramer you don’t have to care about picking markets and winning. Your risk is of failing to meet your goals.

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Cash and your portfolio

Cash is often an under-rated asset class among private investors, who underestimate the impact that chasing returns can deliver.

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You can use in a simple form many of the tricks of hedge fund managers, though it may cost you overall.

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Banking on the stock market to deliver any precise return is risky, even over 20 years.

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