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  • Kiplinger

    Is Your Portfolio Overweight?

    Aug 18, 2020 4 minutes

    Most financial advisers recommend a diversified portfolio of stock and bond investments for their clients to help manage risk. Why? Because when a portfolio holds many different kinds of securities, the rising value of one security may offset a decline in the price of another.

    But sometimes market forces or other events can cause a portfolio to hold a larger portion of certain securities or asset classes than specified in the investor’s target asset allocation. When this happens, it can raise the overall risk level of the portfolio and move it out of alignment with the investor’s

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