Advisers recommend taking ‘middle path’to protect portfolio
“Boring is beautiful” is the best mantra for investors in 2011, just as it probably should be in any year, area financial advisers said.
Conversely, the words “sexy and successful investing shouldn’t be used in the same sentence,´ said Nancy Stevens, chairman of First Western Trust Bank in Boulder.
“The key is to take ‘the middle path:’ a well-diversified portfolio comprised of U.S. stocks, both large and small caps, international stocks, both developed economies and emerging economies (China, India, Brazil), real estate, commodities, absolute return strategies and bonds,” Stevens said.
It may sound too “Old School,” to hold a well-diversified portfolio, but in…
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