This article will walk you through a simplified example of how to construct a risk-parity portfolio with 4 assets. We will use the S&P 500, long-term treasuries, gold miners, and high-yield bonds ...

For example, when I built The ETF Monkey Vanguard Core Portfolio, I diversified into three very different asset classes: 1) Domestic Stocks, 2) Bonds, and 3) Foreign Stocks.

For example, a large-cap U.S. equity fund would probably use the S&P 500 as its benchmark for correlation values, while a large-cap Canadian equity fund might use the S&P/TSX Composite Index as ...

This guide covers the basics of putting your investing house in order, starting with your risk capacity and risk tolerance.

Free Online Fund Comparison Tools Fund comparison tools are helpful for investors learning to compare index funds. They track expense ratios, past performance, holdings, and other important metrics.

For example, let's say you had a portfolio that was 30 per cent Canadian fixed income, 30 per cent Canadian equities, 20 per cent U.S. equities, and 20 per cent global developed equities.

These investment portfolio examples include aggressive, moderate, and conservative portfolio options to align with a retiree’s level of risk tolerance. The portfolios are designed to be held in ...

For example, if you own dividend stocks, that is one form of fixed income. But if you are looking for even less risk, here are a few diversified portfolio examples for you. iShares 7-10 Year Treasury ...

For example, say fund A and fund B are similar in every aspect—except their expense ratios. Fund A has an expense ratio of, say, 0.5%, while fund B charges 2.5%.

Real-Life Example of a Portfolio Plan All of the factors listed above can be found in the investment policy of the Contra Costa County Employees’ Retirement Association. This is a large pension ...