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5610 Ward Road, Suite 300 Arvada, CO 80002
9200 E. Mineral Avenue Centennial, CO 80112
Phone: 303-252-0852
Website: www.walshfinancialsolutions.com
January/February 2018
Diversification: So Many Choices
When most people think of diversifying*, they think of stocks, bonds and cash investments. Diversifying your investments is important because you want the right proportions of different investments to match your risk profile and goals. But did you know you can diversify in multiple ways within asset classes?
Geography
You may also diversify by geography.1 Stocks traded on U.S. stock exchanges are widely considered safer than stocks traded in developing markets overseas. Stocks traded in a mature market like western Europe are typically safer than those in developing nations.
Capitalization
Size can also affect the risk and growth potential of securities in some asset classes. Large-cap stocks like those listed in the S&P 500, an index of the largest stocks by capitalization in the U.S., are typically the most stable. Small-cap stocks, represented in the Russell 2000, generally have more growth potential and greater risk. The profile of mid-cap stocks fits between these two extremes.
And there’s more!
You can also diversify in bonds by corporate, government, risk and geography or choose stocks by sector, industry and even country of origin. Work with a financial professional to choose your most appropriate investments.
* Diversification cannot eliminate the risk of investment losses. Past performance won’t guarantee future results. An investment in stocks or mutual funds can result in a loss of principal.
1. The risks of investing internationally include changes in currency rates, foreign taxation, differences in auditing and financial standards, and other risks.
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