I wish I knew what asset allocation was, but I’m too embarrassed to ask
I wish I knew what asset allocation was, but I’m too embarrassed to ask
Asset allocation is the process of dividing your investments between different asset classes, such as shares, bonds, property, cash and gold. Here's h…
14 Dec 2021
The investment landscape is getting messy – what should you own now?
The investment landscape is getting messy – what should you own now?
What can you own when everything is expensive? Dominic Frisby explains how to navigate what is becoming an increasingly difficult investment landscape…
29 Sep 2021
How to build your own ultimate tracker fund
How to build your own ultimate tracker fund
Efforts to build the “ultimate” tracker fund reveal how easy it is to over-complicate your asset allocation.
19 Jul 2021
I wish I knew what a 60/40 portfolio was, but I’m too embarrassed to ask
I wish I knew what a 60/40 portfolio was, but I’m too embarrassed to ask
If you’ve ever spoken to a financial adviser or read an investment magazine, you may have heard the term “60/40 portfolio”. But what exactly is a 60/…
16 Mar 2021
How to avoid being ruined by market bubbles
How to avoid being ruined by market bubbles
It’s not always easy to spot bubbles. And even if you do spot them, they can be hard to resist. Here, John Stepek explains how to overcome your natura…
29 Jan 2021
Why cash is the most undervalued asset in your portfolio
Why cash is the most undervalued asset in your portfolio
Cash normally seems like the dullest part of a portfolio – but times like these remind us why it’s worth paying the price to keep some in reserve.
4 May 2020
How demographics affects stock valuations
How demographics affects stock valuations
New research suggests that stock and bond valuations are driven by the age of the population – at least in the US.
24 Feb 2020
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Just five assets matter for investors. Here's what they are
Just five assets matter for investors. Here's what they are
Every investor’s needs are different – but most can be met by the right combination of five investments
11 Feb 2020
New year, new investments – time to rebalance your portfolio
New year, new investments – time to rebalance your portfolio
Don’t let your holdings become unbalanced – set clear guidelines and a definite date for an annual review of your investment portfolio
4 Feb 2020
The real value of rebalancing your portfolio
The real value of rebalancing your portfolio
Rebalancing your portfolio is a widely parroted investment basic, but not everyone agrees that it boosts your returns
3 Aug 2018
How to construct a portfolio
How to construct a portfolio
How do you go about putting all of your assets together? Matthew Partridge explains the art of portfolio construction.
8 Apr 2016
The best way to stay diversified
The best way to stay diversified
Asset allocation is a great way to structure your portfolio. Cris Sholto Heaton explains how to do it, and why rebalancing is important.
30 Dec 2014
You can’t predict the future. So how do you invest for it?
You can’t predict the future. So how do you invest for it?
Investors can never be sure what's around the corner, but you can prepare for the unexpected. John Stepek explains asset allocation – an investment s…
14 Nov 2014
What’s a portfolio, and how do you build one?
What’s a portfolio, and how do you build one?
Not putting all your eggs in one basket is one of the oldest pieces of investment advice. So how do you start to build your portfolio, and what should…
26 Jul 2012
Your financial survival could depend on how you split your assets
Your financial survival could depend on how you split your assets
Your best bet at preserving capital and achieving growth in the months ahead is sensible asset allocation, says Bengt Saelesnminde. Here's how.
9 Dec 2011
The easiest way to diversify your portfolio
The easiest way to diversify your portfolio
One of the most important things an investor can do is to get asset allocation right. Exchange traded funds offer one of the easiest ways to do this. …
16 Apr 2010