Build with BlueCrown
There is a saying that goes – spread your money across different investments or assets to reduce risk so it doesn’t rely on one income. The goal of diversification is to reduce the overall risk of an investment portfolio by not putting all your eggs in one basket.
What is
portfolio diversification?
Diversifying your portfolio is a key investment strategy that involves spreading investments across various asset classes to mitigate risk and enhance long-term returns, making it essential for investors seeking to optimize their financial portfolios.
Traditional Portfolio
Designing a balanced
investment portfolio
3 ways to diversify
Choose investments that align with your goals and preferences
Leverage our team of experienced portfolio managers
Implement a built-in financial plan for every stage of your portfolio.
Diversifying your way to a better portfolio.
Whether it’s your first time investing or you're experienced, our approach allows you to pick your own funds on your terms. Our platform offers new ways to invest, helping you reach your goals.
Leverage, diversify and secure
With a strong, diversified portfolio, you can leverage your investments for various purposes, from saving for education to planning for retirement.
So many different ways to invest
Explore alternative investments beyond traditional markets, all managed by expert teams to navigate today's market complexities.
Our portfolio diversification strategy
Manage risk
Include a mix of investments
Look to enhance returns over the long term.
Find strength in numbers.
Diversification helped reduced losses and increased gains during the financial crisis and recovery.
Source: Strategic Advisers, Inc. Hypothetical value of assets held in untaxed accounts of $100,000 in an all-cash portfolio; a diversified growth portfolio of 49% US stocks, 21% international stocks, 25% bonds, and 5% short-term investments; and all-stock portfolio of 70% US stocks and 30% international stocks. This chart’s hypothetical illustration uses historical monthly performance from January 2008 through February 2014 from Morningstar/Ibbotson Associates; stocks are represented by the S&P 500 and MSCI EAFE Indexes, bonds are represented by the Barclays US Intermediate Government Treasury Bond Index, and short-term investments are represented by US 30-day T-bills. Chart is for illustrative purposes only and is not indicative of any investment. Past performance is no guarantee of future results.