Not only can you diversify across asset classes by purchasing stocks, bonds, and cash alternatives, you can also diversify
within a single asset class.
We look for diversification not only across asset classes (e.g., equities versus bonds) but also
within a single asset class (e.g., corporate bonds versus treasuries).
Not exact matches
And that said, I also believe in broad market diversification
within asset classes — i.e. I don't want any
single portfolio manager to have a sizable impact.
Jeri Frank: Stratafolio pulls together data from different systems into a
single dashboard or system so you can look across your entire portfolio composed of many
asset types, or a specific
asset class within your portfolio.