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3 Asset Classes That Could Raise Your Portfolio’s Risk Level

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Manage episode 432013233 series 2536262
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Amy Arnott, a portfolio strategist for Morningstar Inc., explains why asset classes like REITs and high-yield bonds may raise a portfolio’s overall level of risk. She also discusses which areas investors should consider when building a diversified portfolio.
Benefits of Diversifying Beyond U.S. Stocks and Bonds

Which Asset Classes Didn’t Move in the Opposite Direction of Stocks?

International Stocks Correlations Have Shifted Towards U.S. Stocks

Should You Have International Stocks in Your Portfolio?

Commodities Stock Performance

What Hurdles Could Commodities Face?

Cryptocurrency's Correlation Trend and Role in Your Portfolio

What Investors Need to Know About Private Market Investing

REITs vs Overall U.S. Market

Best Diversifiers for Investors to Add to Their Portfolio

Read about topics from this episode.

3 Assets That Might Not Diversify as Well as You Think

How Did Diversified Portfolios Hold Up in 2023?

Why Simpler Has Been Better for Portfolio Diversification

Why More Diversification Doesn’t Mean Better Returns

What Higher Inflation Means for Stock/Bond Correlations

What to watch from Morningstar.

Why Picking Top Stocks Is Not Enough

Is There a New Leader in the AI Race?

BOXX ETF: Cash-Like Returns Without the Tax Bill

Active ETFs: What Investors Need to Know

Read what our team is writing:

Ivanna Hampton

Amy Arnott

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

LinkedIn: https://www.linkedin.com/company/5161/

  continue reading

276 episoade

Artwork
iconDistribuie
 
Manage episode 432013233 series 2536262
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

Amy Arnott, a portfolio strategist for Morningstar Inc., explains why asset classes like REITs and high-yield bonds may raise a portfolio’s overall level of risk. She also discusses which areas investors should consider when building a diversified portfolio.
Benefits of Diversifying Beyond U.S. Stocks and Bonds

Which Asset Classes Didn’t Move in the Opposite Direction of Stocks?

International Stocks Correlations Have Shifted Towards U.S. Stocks

Should You Have International Stocks in Your Portfolio?

Commodities Stock Performance

What Hurdles Could Commodities Face?

Cryptocurrency's Correlation Trend and Role in Your Portfolio

What Investors Need to Know About Private Market Investing

REITs vs Overall U.S. Market

Best Diversifiers for Investors to Add to Their Portfolio

Read about topics from this episode.

3 Assets That Might Not Diversify as Well as You Think

How Did Diversified Portfolios Hold Up in 2023?

Why Simpler Has Been Better for Portfolio Diversification

Why More Diversification Doesn’t Mean Better Returns

What Higher Inflation Means for Stock/Bond Correlations

What to watch from Morningstar.

Why Picking Top Stocks Is Not Enough

Is There a New Leader in the AI Race?

BOXX ETF: Cash-Like Returns Without the Tax Bill

Active ETFs: What Investors Need to Know

Read what our team is writing:

Ivanna Hampton

Amy Arnott

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

LinkedIn: https://www.linkedin.com/company/5161/

  continue reading

276 episoade

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