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Examples
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Watch your weight - your portfolio's, that is - for signs that you're overexposed to an asset class that has been rising in value, or under-represented in an area that could be due for a rebound.
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That is because Treasurys had a negative correlation with stocks last year, meaning they tended to rise when stocks fell—making them a good way to reduce an investment portfolio's overall volatility.
The Rally That Wouldn't Die! Joe Light 2012
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However, the slight yield advantage ultrashorts have over money markets and CDs could be lost as rising rates sap the value of the portfolio's holdings, especially long-dated bonds, says Greg McBride, senior financial analyst at Bankrate.com .
A Place for 'Ultrashort'? Jonathan Burton 2011
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The portfolio's overall occupancy dropped to about 80% from about 94% in 2007, according to Realpoint.
Flipping to Happy Ending Maura Webber Sadovi 2011
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Pouring all your money into bonds, of course, can reduce your portfolio's growth potential.
How to Cash Out in Retirement Eleanor Laise 2011
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Using ETFs is about finding the sectors and indexes you want exposure to to help meet your portfolio's desired asset allocation.
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The portfolio's 24% vacancy rate is even higher than those of the overall markets.
Small Cities Lure Investor Maura Webber Sadovi 2012
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Tapping all these in the right order can extend your portfolio's life by several years, advisers say.
How to Cash Out in Retirement Eleanor Laise 2011
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But the price Mr. Hertz is paying is so low that the portfolio's net income represents a yield of about 10%.
Small Cities Lure Investor Maura Webber Sadovi 2012
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The managers then use derivatives and hedging tactics to bring the portfolio's effective duration into line.
A Place for 'Ultrashort'? Jonathan Burton 2011
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