Episodes
Can passive management alone really be sufficient to build a portfolio? Some investors tend to think that certain sectors of the market are so efficient, it can be hard for real live humans picking stocks to beat a broad market benchmark. And because of that, they think passively managed investments are the way to go. But the truth about active funds is more complicated than that.
Published 10/11/17
Your phone's from Korea and that Malbec that you like is from Argentina. So why are portfolios mostly made in America? The idea that broad international exposure is all you need for building a competitive portfolio is a myth. Tune in to debunk this myth.
Published 08/25/17
You may've heard that size and style are the best tools for approaching sector investing, but revisiting long-held sector investing ideas may actually be the way to help you build a more precise portfolio. Hear more from Fidelity on sector investing.
Published 07/11/17
Conventional wisdom says to avoid bonds when interest rates are set to rise. But the reality is that many variables besides interest rates affect bonds. Bonds can be a good investment even in a rising rate environment. Hear about a tool that Fidelity has developed that can help you test hypothetical portfolios to dispel the myths surrounding bonds and interest rates.
Published 06/05/17
For years, many have constructed portfolios using the efficient frontier as a guide, searching for the optimal mix of risk and return. This approach implies there's a single optimal portfolio, but is there one? Markets are dynamic and investment approaches that work for one time horizon could potentially deliver a very different result for another. We'll hear about an approach to research that Fidelity has developed that can help you test the efficient frontier myth. For legal info visit...
Published 05/10/17