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Q3 2018: The Resiliency of Globally-diversified, Balanced Portfolios

November 8, 2018 BY Leigh Bivings

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® and CDFA™ is the founder of Artemis Advisors and serves as the firm’s Chief Executive Officer. As CEO, she sets the firm’s overall direction and its investment strategy.

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