Morningstar.com's Diversifiers & Alternatives Week
March 19-23: Tips and picks for diversifying your stock and bond holdings and getting a handle on alternative investments.
Special Report
The fact that diversification is crucial to reaching your financial goals isn't exactly an earth-shattering concept. For years, experts of all stripes have been urging investors to not put all of their eggs in one basket. But gaining diversification can be much easier said than done. Simply buying more and more securities doesn't necessarily give you any diversification benefit.
This week on Morningstar.com, our internal portfolio experts and strategists, including Morningstar's director of personal finance Christine Benz, will take a microscope to the recent factors behind increased correlations and the tools that promise investors better diversification, including commodities and the more-recent new crop of alternative investments.
Bookmark this page and stay tuned, as new reports will be posted here as well as in Morningstar.com's Portfolio Optimization Center every day this week.
Highlights
- Roundtable: Top Alternatives for a Well-Rounded Portfolio
- A Market Lacking Diversification
- Take Diversification to the Next Level
- A Shortlist of Alternatives for Your Stock Portfolio
- Three Alternatives for Fixed-Income Investors
- Hedging Your Bets in Bonds
- Taking a Fresh Look at Equity Commodity Funds
- Should You Have a Shine for Gold?
Monday | March 19: Why Diversify?
- A Market Lacking Diversification
- The Right Kind of Diversification
- Finding Real Diversification
- Take Diversification to the Next Level
- Have Correlations Made Your Holdings One Color?
- Investing Off the Grid
Tuesday | March 20: Diversifying Your Stock Portfolio
- A Shortlist of Alternatives for Your Stock Portfolio
- 2008 Turns Investors Toward Alternatives
- What's the Right Foreign Allocation?
- REITs and Stocks: Not So Different After All
- Find the Right Stock/Bond Mix
Wednesday | March 21: Diversifying Your Bond Portfolio
- Three Alternatives for Fixed-Income Investors
- Hedging Your Bets in Bonds
- Guidelines for Your Bond Weightings
- Are Bonds Adding to Your Equity Exposure?
- How Much Foreign-Bond Exposure Do Retirees Need?
- How Much Should Retirees Stake in TIPS?
- Is an Annuity Right for You?
- Four Strategies for Combating Low Annuity Yields
Thursday | March 22: Diversifying With Commodities
- Taking a Fresh Look at Equity Commodity Funds
- Why Conventional Commodity Indexes Will Likely Disappoint
- Retirees: Look Before You Leap Into Commodities
- Should You Have a Shine for Gold?
- Gold vs. Broad-Basket Commodity Exposure
Friday | March 23: In-Depth Alternatives & Diversifiers Roundtable Video Report
Top Alternatives for a Well-Rounded Portfolio
Premium Member Exclusive: William Harding of Morningstar Investment Management, head of alternatives research Nadia Papagiannis, and ETF analyst Tim Strauts outline smart diversification strategies and investments in this 50-minute roundtable discussion.