A diversified portfolio can help you manage risk and achieve long-term financial goals by spreading investments across different asset classes. Your diversification strategy will depend on your ...
Global stocks aren’t nearly as expensive as they were in 2000. That’s because the CAPE ratio of foreign stocks is just 22, compared to 40 for US equities. We have never had such a huge disparity in ...
Diversification is one of the golden rules of investment management. By building a portfolio of different-performing assets, such as alternatives, investors are better able to reduce risk and generate ...
The Calamos Global Total Return Fund offers geographic diversification and a high distribution yield of 9.15%. The fund has underperformed major equity indices and has a negative return of 10.36% over ...
Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...
Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. The hardest part of investing for retirement is budgeting ample ...