To use our website, we recommend using the latest version of Microsoft Edge, Chrome, or Safari.
Adjusting your portfolio for today’s world
As your family and career both continue to grow and evolve, so too should your investment portfolio. But what if you’re feeling a little uninspired with the relative diversity of your portfolio, or are simply unsure about what’s even in it? That’s okay.
You’re probably aware of equities (such as stocks), fixed-income (such as bonds), and mutual fund opportunities, but it might be helpful to explore some additional investment opportunities too.
1. The Efficiency of ETFs
Exchange Traded Funds (ETFs) are a popular investment vehicle. ETFs offer low-cost access to virtually every corner of the market. According to CNBC, assets for exchange-traded funds will nearly triple in the U.S. (from $2.3 trillion to at least $6.2 trillion) and more than double globally over the next five years.1
2. Sustainable Investing
The growing field of environmental, social, and governance (ESG) investing is becoming more mainstream every day. Adding ESG funds to your portfolio can help it align with your personal values by investing in companies whose core business is making a positive impact on our environment or society.2
3. Investing Internationally
An investment approach that excludes international markets leaves nearly half of the world’s equity investment opportunities on the table and passes up the long-term growth potential overseas. 3
4. Alternative Assets
Alternative strategies include, but are not limited to, private equity, real estate, commodities, and derivatives contracts. They often display unique volatility patterns. In other words, when traditional assets zig, alternatives often zag, which can help portfolios become more resilient to today’s inevitable bouts of volatility.
This article is not an endorsement of any particular product, service or organization; nor is it intended to provide financial, tax or legal advice. It is intended to promote awareness and is for educational purposes only.