Pointers for a Positively Perfect Portfolio |
| |
Here we share some basic truths about investing and some not so basic things to consider in your portfolio mix. A careful study of recommended asset mixes from four prominent financial firms and eminent experts indicates that they share much of the same advice--and like all good investing advice, it's very basic.
The Basics
A fixed-weight strategy, with rebalancing at least annually,
is an excellent strategy.
Avoid market timing.
Moderate risk by mixing stocks and debt.
The more time, the more stocks.
Everyone should hold some stocks, even a conservative 80-year-old couple.
Not So Basic Truths
Diversify your stocks. Always have an exposure to
large-value and large-growth stocks.
International stocks are for everyone, with the possible exception of the elderly.
Age determines investing strategy.
Avoid the emerging international stock markets.
go to the Personal Finance Center
|