Diversification means holding various asset classes such as stocks, bonds, gold, cash, etc. across various geographical regions like developed, emerging, frontier markets. One cannot try to gain from diversification by simply owing an index fund or holding a bunch of stocks of the same asset class or type. For instance, owing a large-cap index fund …
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Seek more yield on your cash (Fidelity) South Africa’s Slow Progress (Franklin Templeteon) UK: Dividend tax hike: focus on total return, not just yield (CityWire UK) and see SEVEN WAYS TO BEAT THE DIVIDEND TAX CUT (Money Observer) EMERGING-MARKET SUPERSTARS: HIDDEN IN PLAIN SIGHT (Alliance Bernstein) The future of Europe: EU 2.0 and its impact on the markets (Schwab) Myths …
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Bank stocks have soared since the election of President Trump. Compared to the overall market banks are up by double digit percentages.For example, the Financial Select Sector SPDR® Fund ETF (XLF) is up by over 46% at the end of February with most of that return accumulated since the election. Compared to the S&P 500’s 5.63% …
Global trade is important in the modern era. With globalization, goods are moved across borders benefiting many countries during the process. The breakdown of a popular product such as iPhone 7 shows the benefits of global trade. The phone sells for $658 in the U.S. Of this, about 40% or 257$ goes to Apple(AAPL) and …
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One of the topics that I have covered many times on this blog is the benefits of international diversification. No country or region is the top performing consistently year after year. So while the U.S. market has done well in recent years, over time other markets have been top perfomers in one year than the U.S. …
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