Successfully rebalancing a portfolio means walking a fine line between controlling for risk and incurring trading costs. Sometimes, it pays to leave the portfolio alone.
The bank plans to start at least six bond ETFs next year, according to Bob Deutsch, head of ETFs at the lender’s asset management unit
The exclusions are based on new criteria introduced by the government in February, impacting companies that rely on coal for at least 30 percent of their activities or revenues.
Simply adding foreign investments to a portfolio does not equal diversification