The chart shows the difference in rolling 10-year Sharpe ratios for a 60/40 portfolio and a fully diversified portfolio versus a stocks-only benchmark. Both portfolios assume annual rebalancing.

In another example, JPM and Walmart have a negative correlation of -0.14%, based on monthly returns, according to data from Kwanti.I don't know that I would necessarily want to buy either JPM or WMT.

Brandometry® Debuts Its First Brand Value Quilt Chart. ... arguing for a diversified approach. ... a former Institutional Portfolio Manager with more than 25 years in the ...

The Vanguard REIT Index ETF (VNQ) fits that bill.I’ve written recently about how I love REITs, and with good reason—VNQ is up 6.5% year-to-date on top of its 3.6% dividend yield. That’s a ...

REIT Correlation Chart (Portfolio Visualizer) During the dotcom bubble in 2000, VNQ and VTI had a correlation nearing 0.60. During 2008-09 financial crisis, they had a correlation of 0.70 to 0.80.

This is another supercharged growth stock that grew revenue by 56.4% and 81.7% in the previous two years, which is all the data available. Adding Roblox to the portfolio diversifies through target ...

Diversification is an investment strategy based on the premise that a portfolio with different asset types will perform better than one with few.