Investment Principal #4: Maximize Returns with Key Investment Factors
Discover how investment factors can help you maximize returns. Learn strategic factor investing to enhance your portfolio.
Inflation, Market Volatility and Your Portfolio
What’s the best investment strategy for an investor during times of high inflation? Should you adjust your portfolio in light of current volatility?
Investment Principal #3: Using Passive/Index Funds or ETFs
Index-based or passive asset class funds focus on how to reduce the costs and frictions involved in capturing the market’s generous expected returns over time.
Investment Principal #2: Diversify Your Asset Classes
The magic behind diversification is found in a financial measure known as correlation, or the degree to which two asset classes move in similar patterns.
Investment Principal #1: Invest in Asset Classes
Evidence suggests your portfolio’s asset class mix has a much larger impact on its variation of returns, compared to stock-picking and/or market-timing techniques.