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Category: Investments

The Importance of Diversification

By Lineweaver Financial Group
December 27, 2018 Category: Diversification, Portfolio, Investments, Stocks, Bonds

Many people think their investments are diversified, but when you dig deeper on any given portfolio, we find thats often not the case. In order to diversify your portfolio, you want to choose a variety of assets stocks, bonds, cash and others but you also want to choose ones whose returns havent all historically moved in the same direction, and, ideally, assets whose returns typically move in opposite directions to hold up your portfolio hold up better in down markets. That way, even if a portion of your portfolio is declining, the rest of your portfolio, hopefully, is growing, and you can potentially offset some of the impact of poor performance on your overall portfolio. Another important aspect of building a well-diversified portfolio is that you try to stay diversified within each type of investment. For example, in terms of your individual stock holdings, beware of overconcentration in a single stock. We usually advise our clients that a single security shouldnt account for

Should You Take a Summer Vacation From Your Investments?

By Lineweaver Financial Group
June 22, 2018 Category: Investments, Advice, Summer

Theres an old saying youve probably heard that gets repeated every year in the spring and early summer that goes Sell in May and Go Away. But is that good advice? Whats the best thing for you and your investments over the historically slower summer months? The phrase sell in May and go away is thought to originate from an old English saying, Sell in May and go away, and come on back on St. Legers Day (pronounced ledger). This phrase refers to acustom of upper class aristocrats, traders and financiers who wouldleave London to spend the summer months in the country. Specifically, it refers to the St. Legers Stakes, a thoroughbred horse race held in mid-September. It turns out that the saying is based in solid analysis - From 1950 to around 2013, theDow Jones Industrial Averagehas had an average return of only0.3% during the May to October period,compared with an average gain of 7.5 percent during the November to April period, according to Forbes. But, since 2013 theres good reason to

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