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Our Uncommon Approach: Principle 2 Assets in Balance
Symmetry Principle #2
Don’t dabble in diversification. Master it.

Everyone talks about the benefits of diversification. But at Symmetry, we take the practice of diversification to a more sophisticated level. Depending on each investor’s objective, we offer three different portfolios — Symmetry Structured, the GlobalCoreTM ETF Portfolios, and Symmetry Bond Portfolios. The Structured offers exposure to more than 15 asset classes, and more than 10,000 securities from approximately 50 countries around the globe. The GlobalCore ETF Portfolios offer exposure to nearly 5,000 securities from 50 countries worldwide through ETFs offered by Vanguard, iShares, and SPDRs. This broad diversification takes the emotion out of trying to be in the right place at the right time — because you have the opportunity to capture the gains in more segments through more securities, wherever they occur. With Symmetry Bond Portfolios, investors have the opportunity to benefit from a passively managed, broadly diversified fixed income solution that may be right for investors who are seeking preservation of principal and a hedge against inflation, as well as the opportunity to maximize returns, but without the risk of equities.

Research | Why we take diversification so seriously.

Our entire approach is based on Nobel prize-winning research that forever changed the way individuals invest. Financial economist Harry Markowitz showed investors that diversifying their investments reduced the volatility, or risk, for a given level of expected return. His groundbreaking findings are an important element in our portfolio construction. More...

Practice | How we apply this principle.

History has shown that asset classes rotate in and out of favor quickly and unpredictably. So not only do we invest across all classes, we diversify deeply within each class. We strategically combine low-correlating asset classes within each of our portfolios, meaning those investments that tend to react differently to the same market conditions. This helps to minimize volatility, while optimizing long-term growth potential. More...

Please see legal disclosure regarding diversification and index definitions.

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