Is it worth owning international stocks? There is far from universal agreement. The traditional argument for diversifying outside the U.S. is straightforward: diversification—since domestic and international stocks don’t move in lockstep, and sometimes diverge significantly. At the same time, [...]
How to Build a Portfolio
Suppose you wanted to construct an investment portfolio as simply as possible. What would it look like? Many argue that for stock market exposure you could go with just a single fund: one tracking the S&P 500 Index. Among the benefits, the S&P index offers broad diversification and tax [...]
Off the Beaten Path
A new type of mutual fund has captured investors’ attention. So-called buffer funds are so appealing that one industry analyst has referred to them as “candy.” Why? As The Wall Street Journal describes them, buffer funds offer investors “the chance to chase stock returns while also protecting [...]
How to Conduct a Mid-Year Portfolio Review
The midpoint of the year is approaching, and the market is on track for its second year in a row of above-average returns. This has many investors asking about rebalancing. Below are some commonly asked questions on this topic. What is rebalancing? Suppose that to balance risk and return in your [...]
The Virtue of a (Financial) Barbell
In 1987, Nassim Nicholas Taleb was a trader on Wall Street. But unlike most of his peers, Taleb wasn’t pinning his hopes on a market rally. Instead, he had positioned himself to benefit from a market meltdown. On October 19 of that year, just such an event occurred. For no apparent reason—in the [...]
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