Jeff Benjamin

Investment Insights: The Blogblog

Jeff Benjamin breaks down the game for advisers and clients.

Institutional investors moving more cash to diversified strategies

Plus: Bracing for an SEC exam, robo-adviser asset-gathering update, stocks to watch next week, and more ways to spend bitcoin

Jan 17, 2014 @ 7:54 am

By Jeff Benjamin

  • For more proof that diversification is in the eye of the beholder, a BlackRock report showing portfolio diversification is somewhat ironically described as risk-taking. Note to reader, when the S&P 500 gains more than 32% in a year, moving cash off the sidelines to invest in real estate and hedge funds is smart defense, not aggressive offense. Building better portfolios

  • With the SEC now committed to visit a wider variety of financial advisers, this would be a good time to start preparing for such exams. It's still not clear if the commission with have the resources or the energy to go beyond its average of visiting about 9% of the adviser community, but here are some tips to help you prep. Test yourself

  • Robo-adviser efforts to crack the code of asset gathering. Tech talk

  • As earnings season rolls on, here are nine low-valuation stocks slated to report next week. Potential bump from positive earnings surprises

  • For those folks fired up over how much money the federal government is making on the mortgage business, there is at least a show of support for selling Fannie and Freddie. But it's mostly just political bluster. Little chance of being adopted

  • The NBA's Sacramento Kings becomes the first pro sports franchise to accept bitcoin. Meanwhile, the Kings can't seem to win at home or on the road, and are clinging to a one-game winning streak. Fans can buy tickets and merchandise with the digital currency

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