Diversification is the bedrock to any well-managed portfolio. But it has a downside: true diversification means that some of your investments are lagging.
1000 Words: Investing Through Pictures
Why step aside during volatile markets? Over the past 30 years, avoiding big swings produced higher returns with lower volatility.
Diversification is the smartest portfolio tool that we have—but it’s not perfect.
40% of your "U.S." exposure is from overseas markets.
Past performance is not a guarantee of future results.
Virtus Investment Partners provides this communication as a matter of general information. The opinions stated herein are those of the author and not necessarily the opinions of Virtus, its affiliates or its subadvisers. Portfolio managers at Virtus make investment decisions in accordance with specific client guidelines and restrictions. As a result, client accounts may differ in strategy and composition from the information presented herein. Any facts and statistics quoted are from sources believed to be reliable, but they may be incomplete or condensed and we do not guarantee their accuracy. This communication is not an offer or solicitation to purchase or sell any security, and it is not a research report. Individuals should consult with a qualified financial professional before making any investment decisions.