UAZ Divest challenges UA s $64 million investment in fossil fuels arizona.edu - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from arizona.edu Daily Mail and Mail on Sunday newspapers.
Kevin Greenard: Why we avoid speculative stocks timescolonist.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from timescolonist.com Daily Mail and Mail on Sunday newspapers.
Roughly a year ago, the Labor Department issued a proposed new rule on “Financial Factors in Selecting Plan Investments” but that, as they say, was then. This week, we asked readers if their and their plan sponsor clients’ perspective(s) had changed.
Concentration within a portfolio refers to an individual equity, sector, currency, geographical area, etc. being overweight in the portfolio. Avoiding concentration is important to reduce overall . . .
When you hear “rebalancing” in an investment context, one may immediately think of trimming back stocks that have outperformed and taking the opportunity to reallocate these funds to stocks that have pulled back. This helps to mitigate concentration risk, or the risk that you have too much of a given holding. What is also important when rebalancing is to assess current market conditions, and not just individual positions. Rebalancing is certainly a time to reposition back to the target asset allocation, but it is also a time to take a big picture view and assess other market conditions at play and see what opportunities are available.