“Many people believe that diversification beyond 10 or 20 securities is superfluous despite clear research indicating that the opposite is in fact the case,” says an article in the July…
Tag: Diversification
You Might Need Fewer Funds Than You Think
Diversification in a portfolio is a good thing, but only up to a point. This according to a recent article in The Wall Street Journal. With the number of options for…
Yale Endowment Learns Lesson on Diversification
Strong long-term performance has made the Yale University endowment fund—with a mere 4% weighting in U.S. stocks and heavy allocations to alternative investments– the widely accepted diversification model, according to…
Portfolio Strength in Diversification
Recent market volatility notwithstanding, 2016 has been a “relatively good” investing year. This according to Zachary Karabell, head of global strategy at Envestnet, in an article for Barron’s. His opinion,…
Diversification: The Only Free Lunch on Wall Street
The value of long term asset diversification, sometimes known as “the only free lunch on Wall Street” is discussed in a recent MarketWatch article offering “Five Steps to Beating the…
The Risks Of (Over-)Diversification
While many mutual fund managers have hundreds of stocks in their portfolios as a way to diversify away stock specific risk, James K. Glassman says you can get nearly the same…
How Many Stocks Is Enough?
How many stocks do need to have in a portfolio to maximize returns and still limit risk? OSAM’s Patrick O’Shaughnessy recently looked at that question, and his findings may surprise…
Diversification: How Many Stocks Is Enough?
In his bi-weekly Hot List newsletter, Validea CEO John Reese offers his take on the markets and investment strategy. In the latest issue, John looks at the issue of diversification…
How Many Stocks Is Enough?
How many stocks should an investor own in order to diversify away stock-specific risk? Some interesting data shows that it may be fewer than you think. The data comes from…
Faber: Stay Diversified
Marc Faber of the Gloom, Boom & Doom Report thinks it will be very hard for stocks to eclipse their 2011 highs anytime soon, but he says he still would…