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Portfolio Discussions

Use select charts from the Guide to the Markets to engage in portfolio discussions.

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    Guide to the Markets
     
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Diversified sources of income

With interest rates at historic lows, investors should think about diversifying across asset classes and internationally to achieve higher income.

Economic Expansions and Recessions
Broadening the search for yield: Diversify across asset classes and around the world
 
  • Dividends can be another important source of income. In fact, dividends have accounted for a sizeable share of historical stock market returns.
  • Investors might also look abroad for income solutions, as dividend yields on foreign stocks are often higher than those in the United States.
  • Investors can generate income from other types of investments, such as REITs, convertible bonds and preferred stock, allowing them to further diversify their portfolios while continuing to generate a satisfactory stream of income.
Discussion Slides
Cash Accounts
Fixed Income Sector Returns
Yield Alternatives: Domestic and Global

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