The Role of Bonds in a Diversified Portfolio

Melissa Kolcz |

Monday, April 27th, 2020

Tune in to our latest video below as Michaela discusses some of the protection you have in your diversified portfolio. Also, don't miss the great chart showing bond funds providing diversification from equities and cumulative returns during recent market corrections.

We like to think of bonds as a protective measure in your portfolio. There will be plenty of highs and lows but we need to have bonds in our portfolio to help absorb some of that shock. If you stick with a diversified portfolio, you may be more than rewarded and happy that you did.

Michaela discusses the role of bonds in a diversified portfolio

Check out the chart below showing core bond funds providing diversification from equities and cumulative returns during recent market corrections.

We are very appreciative of your trust and we are here for you. Please let us know if you'd like to talk. Stay safe & healthy!

With gratitude for your trust,

Your Team @ Beacon Financial Planning of Cape Cod

Source: Morningstar