Warning: mkdir() [function.mkdir]: Disk quota exceeded in /home/avalanchb/www/includes/inc/page.inc.php on line 5

Warning: mkdir() [function.mkdir]: No such file or directory in /home/avalanchb/www/includes/inc/page.inc.php on line 5

Warning: fopen(log/21/06/230621.txt) [function.fopen]: failed to open stream: No such file or directory in /home/avalanchb/www/includes/inc/page.inc.php on line 853

Warning: fwrite(): supplied argument is not a valid stream resource in /home/avalanchb/www/includes/inc/page.inc.php on line 858

Warning: fclose(): supplied argument is not a valid stream resource in /home/avalanchb/www/includes/inc/page.inc.php on line 859
Sujets généraux | The best Ways to Boost Portfolio Returns
Mercredi 23 Juin 2021

Vous êtes membre ?

Plus qu'un portail, une communauté !
A06, Portail des Stations du 06


Bienvenue sur votre forum stations des Alpes-Maritimes

Webcams Stations

Toutes les webcams et webcams panoramiques en direct des stations des Alpes du Sud !

Travaux 2015/2016


Bulletins d'enneigement

Suivez A06 sur...

Prévisions météo


/ °C

/ °C
Vous êtes ici / Home / Communauté / Forum AVALANCHE 06
Vous n'êtes pas connecté
| Recherche avancée

The best Ways to Boost Portfolio Returns

Forum AVALANCHE 06 - Index du Forum / Sujets généraux / The best Ways to Boost Portfolio Returns

Page 1 sur 1 | 1
Auteurs Messages
Posté à 21h48 le 12/09/20 | Permalien
Inscrit le: 14/08/2020
Messages: 30

1. Equities Over Bonds

While equities do carry a higher risk than bonds, a manageable combination of the two in a portfolio can offer an attractive return with low volatility.

Gold Signals

Gold Signals

2. Small vs. Large Companies

The performance histories of U.S. companies (since 1926) and international companies (since 1970) show that small-capitalization companies have outperformed large-capitalization companies in both the U.S. and international markets.


3. Managing Your Expenses

How you invest your portfolio will have a direct impact on the cost of your investments and the bottom line investment return that goes into your pocket. The two primary methods to invest are through active management or passive management. Active management has significantly higher costs than passive. It is typical for the expense difference between active and passive management to be at least 1% per year.

Gold Signals

4. Value vs. Growth Companies

Since index tracking has been available, value companies have outperformed growth companies in both the United States and international markets. Academic financial professionals that have studied both value and growth companies for decades have commonly referred to this as the "value effect." A portfolio that tilts toward value companies above growth companies has historically provided higher investment returns.


5. Diversification

Asset allocation and diversification is the process of adding multiple asset classes that are different in nature (U.S. small stocks, international stocks, REITs, commodities, global bonds) to a portfolio with an appropriate percentage allocation to each class. Since asset classes have different correlations with one another, an efficient mix can dramatically reduce the overall portfolio risk and improve the expected return. Commodities (such as wheat, oil, silver) are known to have a low correlation to stocks; thus, they can complement a portfolio by reducing the overall portfolio risk and improving expected returns

Gold Signals

Forex Signals

Gold Signals

6. Rebalancing

Over time, a portfolio will drift away from its original asset class percentages and should be put back in line with the targets. A 50/50 stock-to-bond mix could easily become a 60/40 stock to bond mix after a prosperous stock market rally. The act of adjusting the portfolio back to its original allocation is called rebalancing.

The Bottom Line

Despite how complicated portfolio investing has become over the last several decades, some simple tools have proved over time to improve investment results. Implementing tools such as the value and size effect along with superior asset allocation could add an expected return premium of up to 3 to 5% per year to an investor's annual return. Investors should also keep a close eye on portfolio expenses, as reducing these costs adds more to their return instead of fattening the wallets of investment managers on Wall Street.

Gold Signals

Posté à 22h43 le 12/09/20 | Permalien
Avatar de yuli06

Inscrit le: 21/12/2012
Messages: 3157
Localisation: Ouagadougou neige éternelle


Viva La Vida
Viva Isola
Page 1 sur 1 | 1

Tweeter A06

Domaines skiables ouverts...

Aucune station n'est ouverte

Application mobiles

Téléchargez l'application officielle AVALANCHE 06 pour Windows Phone !