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Is Your Stock Mix Out of Whack?

It's important to review your portfolio's equity exposures and interest-rate sensitivity.

The following is an excerpt from Christine Benz's recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast.

Christine Benz: The next step in the process is to assess your equity exposures. So, we've talked about some of the tailwinds that U.S. large-growth stocks have had. If you look at your portfolio's style box exposure, and you've been hands off with your portfolio, if you haven't been periodically stripping back U.S. growth stocks, it's a good bet that your portfolio is skewing toward U.S. versus foreign, it's skewing toward growth versus value. And so, you may need to do a little bit of repositioning to help restore balance. It may be that you have as an ongoing bias a bias toward U.S. large-cap growth stocks, that that's your choice. But it's just important to be conscious of whatever biases you have in your portfolio. If you're seeking balance, if you're anticipating reversion to the mean, anticipating that growth stocks may cede ground to value and that U.S. stocks may cede ground to non-U.S. over the next decade, doing a little bit of repositioning there probably makes sense.