Investment Resources

Guide to Diversification

Learn why diversification matters and how to build a resilient portfolio that balances risk and reward.

Why Diversify?+

Diversification spreads risk across asset classes, sectors, and geographies, reducing the impact of any single underperforming investment.

Key Asset Classes+

Stocks, bonds, real estate, commodities, and cash equivalents each have unique risk‑return profiles.

Building a Diversified Portfolio+

Start with your risk tolerance, then allocate percentages to each asset class. Rebalance annually to maintain your target mix.

Tools & Resources+

Explore ETFs, mutual funds, and robo‑advisors that simplify diversification. Use our calculator below to test allocations.

Diversification Allocation Calculator