The volatility of most real estate REIT stocks is lower than the volatility of stocks on the S&P 500, with some only half as volatile as the market at large. This is because REITs tend to focus on income-producing properties such as office buildings, apartments, and shopping malls, which ...
"The primary advantages of alternative investments are that they tend to be less correlated to traditional stocks and bonds, and returns of some alternative investments have been quite attractive over time. By diversifying into other types of assets that might produce different return patterns, investo...
Meanwhile, look at the stocks in the SIPP over the last month, and it ain’t so pretty. Part of me is *very* tempted to up that cash component by selling some equities and waiting a while…of course that has it’s own risk but at this point, I rather like the ‘yield’ on ...
Find positions that move together with ReposiTrak.Use tax-loss harvesting and direct indexing strategies to offset the sell of ReposiTrak. Pair correlation details, including ReposiTrak (TRAK) and correlated equities. Detailed correlation analysis of Rep
Inflation and rising rates are seen as a negative for many stocks because they can make higher valuations seem less attractive, and "the valuation of growth relative to value is clearly extreme," according to Credit Suisse's Andrew Garthwaite....
For example, during the March 2023 regional banking crises, the S&P 500 index was down nearly 11% and high-yield munis were down 4.5%, while investment-grade munis were up by 0.2%. High-yield munis are more correlated with stocks than investment-grade munis Source: Bloomberg, as of 3/...
What are the benefits and risks of investing in commodities? Commodities can be considered “alternative” investments that are supposed to be uncorrelated, or minimally correlated, with stocks and bonds. If stocks make a big move lower or higher, alternative assets may move the opposite way, or...
Alternative investments (“alts”) refer to investable assets that don’t fit within the conventional, “traditional” categories ofstocks,bonds, and cash. Alternative investments is a generalized term that bundles together a diverse array of specialized, niche, or non-mainstream markets. Think ofhe...
Asset classes can be used to diversify portfolios and reduce risk, as they are expected to reflect different risk and return characteristics. For instance, if stocks are falling, bond prices may be rising, and vice versa. Building a portfolio with asset classes that are not highly correlated wi...
A bond is afixed-income instrumentthat represents a loan made by an investor to a borrower (typically corporate or governmental). A bond could be thought of as anI.O.U.between thelenderand borrower that includes the details of the loan and its payments. Bonds are used by companie...