​Midyear market check: How does your portfolio stack up? - BNN Bloomberg

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The first half of 2023 marks a turnaround for the broader equity markets. After suffering a nearly 20 per cent decline in 2022, the benchmark S&P 500 is up 16 per cent from January 1; officially entering bull market territory last week.

The other benchmark for Canadian investors, the S&P/TSX Composite Index has turned an eight per cent decline in 2022 into a 3.4 per cent gain so far this year.It seems inflation fears have waned in the wake of massive central bank interest rate hikes - at least for now. The halfway point of any year brings an opportunity for long-term retirement investors to reflect on their portfolios, see how they compare with the broader markets, and make tweaks to improve overall performance.

Canadians should always have some Canadian companies in their portfolios but too much Canada can have too much sway in volatile times. Diversification is also important beyond equities to asset classes. That means holding a significant portion of a portfolio in fixed income to cushion it against wild swings in the stock market.The biggest positive from higher interest rates are higher yields from fixed income.

 

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