diversification
What is diversification?
Diversification involves the planned distribution of investments across various securities to minimize the risk exposure to a specific industry or geographic segment. However, the risk of over-diversification exists, in which an investor can at best expect to mirror the market returns, minus any brokerage fees or management expenses.
What is diversification?
If you want to determine stock valuation on your own, try using price-to-sales, price/earnings, and price-to-book-value ratios
We think conservative investors can hold up to 10% of their portfolios in foreign stocks. One way to do that is by choosing exchange-traded funds (ETFs) with an overseas focus.
The best ETFs continue to offer very low management fees and well-diversified, tax-efficient portfolios of high quality stocks....
The best ETFs continue to offer very low management fees and well-diversified, tax-efficient portfolios of high quality stocks....
Investing for dividends vs capital growth involves realizing that, overall, dividends are more reliable than capital gains
To help you decide if certain ETFs are suitable for your portfolio and investment temperament, we classify them into three easy-to-understand categories: Conservative, Aggressive and Income. To determine how an ETF fits into one of those three classifications, we examine a number of factors....
A top ETF will practice “passive” management, and have a much lower MER than a comparable mutual fund
Our view of Purpose Core Dividend ETF, which holds high-quality companies we like—but also employs strategies that could cut into returns
The most important qualities of the best ETFs to buy include low MERs and “passive” management
Some advisors like to use sports or military analogies to describe their investment approach. It seems to me that this serves to withhold the details and gloss over the risks. But if I had to compare our investing approach to anything outside the investment business, I’d choose chess.
Good chess players never “go for broke,” as the saying goes....
Good chess players never “go for broke,” as the saying goes....
Realistic expectations and an eye toward diversification will help you develop the best retirement portfolio, and give you built-in security
We think conservative investors can hold up to 10% of their portfolios in foreign stocks. One way to do that is by choosing exchange-traded funds (ETFs) with an overseas focus.
The best ETFs continue to offer very low management fees and well-diversified, tax-efficient portfolios of highquality stocks.
Here’s a look at four international ETFs we see as buys, and two we feel you should continue to hold.
ISHARES MSCI EMERGING MARKETS INDEX FUND $44.86 (New York symbol EEM; buy or sell through brokers) aims to track the MSCI Emerging Markets Index.
The fund’s geographic breakdown includes China, 28.9%; South Korea, 14.6%; Taiwan, 11.8%; India, 8.5%; Brazil, 7.3%; South Africa, 6.4%; Mexico, 3.6%; Russia, 3.1%; Indonesia, 2.3%; Malaysia, 2.2%; Thailand, 2.1%; and Poland, 1.3%.
Its top holdings are Tencent Holdings (China: Internet), 4.7%; Samsung Electronics (South Korea), 4.1%; Alibaba Group (China: e-commerce), 3.9%; Taiwan Semiconductor (computer chips), 3.5%; Naspers (South Africa: media and Internet), 2.0%; China Construction Bank, 1.5%; China Mobile, 1.4%; Hon Hai Precision (Taiwan), 1.2%; Baidu (China: Internet), 1.2%; and Industrial & Commercial Bank of China, 1.1%.
iShares launched the ETF on April 7, 2003....
The best ETFs continue to offer very low management fees and well-diversified, tax-efficient portfolios of highquality stocks.
Here’s a look at four international ETFs we see as buys, and two we feel you should continue to hold.
ISHARES MSCI EMERGING MARKETS INDEX FUND $44.86 (New York symbol EEM; buy or sell through brokers) aims to track the MSCI Emerging Markets Index.
The fund’s geographic breakdown includes China, 28.9%; South Korea, 14.6%; Taiwan, 11.8%; India, 8.5%; Brazil, 7.3%; South Africa, 6.4%; Mexico, 3.6%; Russia, 3.1%; Indonesia, 2.3%; Malaysia, 2.2%; Thailand, 2.1%; and Poland, 1.3%.
Its top holdings are Tencent Holdings (China: Internet), 4.7%; Samsung Electronics (South Korea), 4.1%; Alibaba Group (China: e-commerce), 3.9%; Taiwan Semiconductor (computer chips), 3.5%; Naspers (South Africa: media and Internet), 2.0%; China Construction Bank, 1.5%; China Mobile, 1.4%; Hon Hai Precision (Taiwan), 1.2%; Baidu (China: Internet), 1.2%; and Industrial & Commercial Bank of China, 1.1%.
iShares launched the ETF on April 7, 2003....