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Secondly, we believe you want to own equities of all kinds to be broadly diversified.
But let's assume that we decided to be broadly diversified at the beginning of the 10 years.
David M. Stein, chief investment officer at Parametric Portfolio Associates in Seattle, which specializes in tax-efficient investing, suggested that people who have both a tax-deferred retirement plan and regular taxable accounts be broadly diversified.
While individual investors may specialize in a particular segment, a fund needs to be broadly diversified, says Wise.
However, MPT and history suggest that the U.S. stock portfolio should be broadly diversified across size (large-cap through small-cap) and styles (value and growth stocks).
Days later the Securities & Exchange Commission sued Whittier, accusing him of betting more than 65% of his hedge fund on a single risky tech stock, which the agency claimed violated promises that the fund would be broadly diversified and not concentrated in "an extraordinary position in one small-cap stock".
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The portfolio, which contains 120 or so stocks, is broadly diversified among industries and market capitalizations.
They have not suffered steep losses in investor confidence because they are broadly diversified.
Nor have they experienced investor attacks or a major loss in confidence, because they are broadly diversified.
But they are asking that they return to a normal asset allocation and get back to being broadly diversified.
It is broadly diversified, and although its credit rating is triple-B, he said he considered the yield, 2.48 percent, enough compensation for the credit risk.
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Justyna Jupowicz-Kozak
CEO of Professional Science Editing for Scientists @ prosciediting.com