A well diversified portfolio should hold many types of asset classes such as stocks, bonds, real estate, gold, bank deposits, etc. Bonds are particularly important to a portfolio that is heavy in stocks. This is because bonds can help smoothen the portfolio performance when stocks become extremely volatile or perform poorly in year. The chart …
The following chart shows the top 20 Depository Receipts (DR) programs in 2011: Click to enlarge Source: Depository Receipts Year in Review 2011, J.P. Morgan About half of the companies in this list are in the oil&gas and mining industries. British telecom firm Vodafone(VOD), French oil major Total (TOT), and Russian oil company Lukoil (LUKOY) …
Continue reading ‘The Top 20 DR Programs by Investment Value in 2011’ »
U.S. investors’ interest in foreign stocks is increasing every year. To cater to this demand and to raise capital, foreign companies are increasingly listing their stocks on the major U.S. exchanges or on the OTC markets. According to a report by JP Morgan, DR trading volume hit a record high increasing 16% to 160 billion …
Continue reading ‘The 10 Most Traded ADRs on the NYSE, NASDAQ and OTC in 2011’ »
Gold is considered as a “safe haven” asset. This implies that the yellow metal’s performance should be inversely related to risky assets such as stocks and commodities. However the expected divergence is decreasing in recent years and gold’s correlation with stocks and commodities is reaching historic highs, according to a research report by Germany-based Commerzbank(CRZBY). …
Continue reading ‘Gold Correlation With Commodities and Stocks’ »