Even if the cause and popularity of munis has diminished somewhat since their pre-1980s heyday, they still have an important
place in the portfolios of certain investors.
Index funds definitely have a
large place in a portfolio, but when you invest on your own, you learn about, a) companies and how they make money, and b) how the stock market works.
A self - directed Individual Retirement Account is an investment vehicle that permits the owner of the account to make decisions and select the assets to be
placed in their portfolio efficiently.
Commodities like corn, cotton, copper, and many more deserve an
equal place in portfolios, ensuring that investors do not overlook them [see also Invest Like Jim Rogers With These Three Agriculture Stocks].
Personally, I'm more of a value investor and absolute return investor and will buy stocks that seem more likely than not to have
a place in the portfolio.
Do mutual funds have
a place in a portfolio?
Following my last post on the historical performance of long - term treasuries, a few people asked me if I was implying that bonds have
no place in a portfolio at these interest rate levels.
Even at ultra-low interest rates around the globe, bonds deserve
a place in a portfolio for a number of reasons.
Additionally, when appropriate, private equity and real assets, such as commodities or real estate, have
a place in the portfolios of wealthy families and individuals.
It is a solid stock and I can see it having
a place in a portfolio.
They have
no place in our portfolio» Seth Klarman
«The key is understanding the value a product has to provide to customers and
its place in your portfolio for it to succeed in the marketplace,» Pirrung says.
While we think traditional passive, traditional active and factor strategies all have
a place in a portfolio, it is not news that some of what active managers have delivered in the past can be found through lower - cost smart beta strategies.
I was debating whether bonds still have
their place in portfolios but an article by Paul Merriman got me thinking.
These mispriced bets deserve
a place in your portfolio.
Mutual funds may have
a place in your portfolio, but at TSI Network we generally advise investing in exchange - traded funds (ETFs).
I think that risky assets have
their place in all portfolios, just in varying amounts depending on your investing strategies and goals.
Stocks listed in emerging markets such as South Korea, South Africa, Mexico, Brazil, Russia, India and China have
a place in your portfolio because of their higher risk / reward profile and lower correlations to developed markets equities (though markets are becoming more correlated).
Retirement stocks should provide you with dividend income as well as long - term capital gains Read on for tips on successfully investing in retirement stocks — and whether bonds have
a place in your portfolio.
Advisers say that doesn't mean bonds don't have
a place in a portfolio.
I think bonds have
a place in some portfolios but right now the returns are dismal compared to equities, and anyone who is looking for growth should stick to equities
It holds many major Canadian companies, although some big names are missing — it takes more than mere size or popularity with brokers to win
a place in this portfolio.
Depending on your time horizon and objectives, certain funds and certain strategies put into practice by funds might be worth
a place in your portfolio.
While I think statistical analysis and MPT have
some places in portfolio management I think them more the tail than the dog.
If that candidate is available at a good price, then it can find
a place in my portfolio.
Exchange - traded funds (ETFs) may have
a place in your portfolio.
But, we have all also conceded that annuities can have
a place in our portfolios and may be appropriate for some investors.
LIC's can absolutely have
a place in a portfolio — I particularly like them for diversification in a small portfolio.
Like any other ETF filled with premium bonds, a fund like CAB belongs in a tax - sheltered account — assuming it has
any place in your portfolio at all when comparable bond ETFs are cheaper.
Better to go over your holdings one by one now and weed out investments you may have bought on the spur of the moment or that seemed like a good idea at the time but on reflection deserve
no place in your portfolio.
Keeping with my earlier example, bonds and cash would serve
no place in a portfolio if investors considered only return potential.
What they don't tell you in those ads is that there are good annuities that have
a place in your portfolio if used correctly.
Annuities do have
their place in a portfolio and primarily are used to contractually fill income gaps and provide a pension - like lifetime income stream.
I wrote about my views on Bonds and
their place in a portfolio, I hope you enjoy!
Do they have
a place in your portfolio?
Also, the amount of cash and equivalents or money market instruments
you place in your portfolio will depend on the amount of liquidity and safety you need.
But they still have
a place in your portfolio.
I think that emerging markets have
a place in portfolios, but smaller than the author implies.
So, as you can see Index Funds can find
a place in a portfolio, of course, with certain considerations.