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Q3: The Resiliency of Globally-diversified, Balanced Portfolios

Today we are publishing our Q3 investment report. This issue focuses on ‘globally-diversified balanced investing’. Globally-diversified balanced portfolios are ones that hold both U.S. and foreign equities, including those in emerging markets, and that also hold a diversified range of fixed-income securities and real estate to balance the equity risk. This is how Artemis invests its clients’ assets.

Our discussion centers on why such portfolios provide the best long-term protection against bear markets and are more resilient than less diversified portfolios, and backs this up with some interesting research conducted over the last decade. The hope here is that this knowledge will help calm the nerves of those of you who may be unsettled by this latest bout of volatility.

Leigh Bivings, Ph.D., CFP®, CDFA™
Leigh Bivings, Ph.D., CFP®, CDFA™
Leigh is CEO and Founder of Artemis Financial Advisors LLC. Leigh has a Ph.D. in applied economics from Stanford University and is a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®). She enjoys working with clients and strives to give them peace of mind and robust frameworks so that they can make more informed choices about spending and saving and make these choices with enhanced confidence.

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