Diversification is measured across numerous dimensions: assets, stocks, industries, sectors, and strategy. It makes your portfolio less vulnerable to the vagaries of the market and if done judiciously, it can be highly rewarding.
Rupal Bhansali, chief investment officer & portfolio manager, international & global equities, Ariel Investments investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.
He also likes exposure to sports teams and sports media companies.
Another fund manager is making the case for a large tobacco company.
Legendary billionaire fund manager Mario Gabelli is bullish on infrastructure stocks for the simple reason that advanced infrastructure is a net positive for the United States, he said on Fox Business’ “Barron’s Insight.”
Gabelli’s two infrastructure picks
Infrastructure upgrades and improvements will likely be an area of focus for Washington in 2021. It is important for businesses and individuals to have access to good bridges, good roads, and good broadband, he said on Fox.
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