Back to top

Real Time Insight

This page is temporarily not available.  Please check later as it should be available shortly. If you have any questions, please email customer support at support@zacks.com or call 800-767-3771 ext.  9339.

It’s difficult to talk about the value of diversification in the current market scenario, when U.S. stocks clearly appear to be the place to be in.  U.S. stocks look quite attractive compared with most other asset classes like bonds, emerging markets and gold, even after the recent bull-run.

But we cannot underestimate the benefits of portfolio diversification over a longer period of time.  Diversified portfolios always have better risk adjusted returns over long term. So while some adjustments to the portfolio based on short-term market movements definitely make sense, the overall asset allocation approach should be focused on investing in assets having low correlations.

Per AAII’s June asset allocation survey--stock and stock fund allocations were at 62.1%, above their historical average of 60% while bond and bond fund allocations were at 17.2%, the smallest allocation to bonds since August 2009 but still above their historical average of 16%.

Year-to-date ETF fund flows show that investors have been withdrawing funds from gold, emerging markets and long-duration bond ETFs and putting money into Japan, U.S. stocks and short-duration/floating rate bond ETFs.

Are you close to your long-term target asset mix of stocks, bonds and other asset classes or is your portfolio focused on U.S. stocks now? 

5 Stocks to Double in 2014

Today, you are invited to receive a free Special Report from Zacks Investment Research. It reveals five companies that could gain +100% and more in the next 12 months.

One is set to ride a little-known All-American energy boom. Another is a chip maker looking for big gains through Google Glass. Another could be the next alternative energy "Tesla."

Close This Panel X

Please login to Zacks.com or register to post a comment.

New to Zacks?

Start Here

Zacks Investment Research

Close

Are you a new Zacks Member or a visitor to Zacks.com?

Top Zacks Features

Learn more

Start for as little as $4.50 per trade.

My Portfolio Tracker

Is it Time to Sell?

One of the most important steps you can take today is to set up your portfolio tracker on Zacks.com. Once you do, you'll be notified of major events affecting your stocks and/or funds with daily email alerts.

More Zacks Resources

Zacks Rank Home - Evaluate your stocks and use the Zacks Rank to eliminate the losers and keep the winners.

Mutual Fund Rank Home - Evaluate your funds with the Mutual Fund Rank for both your personal and retirement funds.

Stock/Mutual Fund Screening - Find better stocks and mutual funds. The ones most likely to beat the market and provide a positive return.

My Portfolio - Track your Portfolio and find out where your stocks/mutual funds stack up with the Zacks Rank.

Zacks #1 Rank Top Movers for Zacks #1 Rank Top Movers

Company Symbol Price %Chg
BITAUTO HOLD BITA 35.33 +14.82%
ANI PHARMACE ANIP 24.79 +14.66%
E-HOUSE CHIN EJ 10.99 +9.24%
CANADIAN SOL CSIQ 26.97 +7.15%
INTL CONS AI ICAGY 33.30 +5.38%