Neena Mishra

“Portfolio diversification is often called the only 'free lunch' in investing because combining uncorrelated assets can reduce portfolio volatility without necessarily sacrificing expected returns,”

Neena Mishra · said date not stated · reported 2026-08-22

Neena Mishra described portfolio diversification as investing's only 'free lunch'.

“Health care, consumer staples, and energy receive the largest allocations in the portfolio, helping investors diversify away from the mega-cap tech giants. It has also significantly outperformed the S&P 500 Index this year,”

Neena Mishra · said date not stated · reported 2026-08-22

Neena Mishra recommended dividend-growth ETFs for diversification away from mega-cap tech stocks.

“These cash-like instruments offer low risk along with a decent level of income,”

Neena Mishra · said date not stated · reported 2026-08-22

Neena Mishra highlighted the appeal of ultra-short treasury bill ETFs for income and low risk.

“I believe gold deserves a place in any diversified portfolio because of its low correlation with traditional asset classes,”

Neena Mishra · said date not stated · reported 2026-08-22

Neena Mishra suggested adding gold to portfolios due to its low correlation with traditional assets.

“Many investors are still scarred by 2022, when both stocks and bonds nosedived as inflation surged,”

Neena Mishra · said date not stated · reported 2026-08-22

Neena Mishra noted that many investors remain cautious after the simultaneous drops in stocks and bonds in 2022.

“The information technology and communication services sectors together make up almost half of the portfolio and are dominated by AI-related names,”

Neena Mishra · said date not stated · reported 2026-08-22

Neena Mishra noted the heavy concentration of AI-related companies in the S&P 500.