This bucket covers things like real estate or other assets that do not always move in step with shares and bonds. A small slice can add variety, which sometimes helps smooth the overall ride.
Its role in a portfolio
Real estate and alternatives are mainly about variety. Because they do not always move with shares and bonds, a small slice can sometimes smooth a portfolio overall path.
Which profiles lean into it
Most profiles include only a small slice of real estate and alternatives — enough to add variety without taking over.
Key terms: Commodities · Asset
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