Not long after the introduction of the S&P 500 Trust ($ SPY) the industry has pushed
into additional asset classes and strategies that presumably justify higher management fees.
Not exact matches
Incorporating potentially higher - yielding
asset classes into a portfolio without carefully considering the
additional risks that these securities may pose could prove to be a costly mistake.
But if you insist on making a defensive play, then some other things to keep in mind: instead of selling non-retirement funds from one
asset class and putting them
into another, you can just funnel
additional income and new money
into the
asset classes you'd like most representation in.
The investor could then branch out
into using some of the Schwab ETFs for
additional asset classes when ready to handle more complexity.
After the initial test with DA, Palatnick said the DTCC had entered
into conversations with other potential partners to explore creating solutions for
additional asset classes.