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3 steps to building a more resilient investment portfolio

Key takeaways

  • Understanding the risk and return profile of your asset allocation, as well as the relative correlations of the asset classes involved, will help you better anticipate how your portfolio will react when markets get choppy.
  • International stocks may be attractive to investors seeking growth potential but wary of concentrating their assets in US companies.
  • Opportunistic investments, such as commodities, real estate investment trusts (REITs), and Treasury Inflation-Protected Securities (TIPS), may help temper stock market volatility and provide some protection from inflation.

Over the past decade, both stock and bond investments have enjoyed healthy gains thanks to strong economic growth and solid corporate earnings. But it hasn’t always been a smooth ride.

Investment portfolios and market volatility

From the COVID-19 pandemic to the ongoing geopolitical conflicts in Europe and the Middle East, unexpected events have roiled markets time and time again. Uncertainty in the US around tariffs and trade policy, as well as stubbornly persistent inflation, have made forward-looking economic forecasts more challenging. Questions linger about the potential impact of advancements in artificial intelligence (AI), with some anticipating revolutionary economic changes and others concerned that it may be a bubble on the verge of bursting.

Still, even in the face of such uncertainty, markets have proved remarkably resilient. Whether investors can say the same depends largely on how they reacted to the brief spells of volatility that cropped up when the headlines were gloomy.

The hypothetical growth of $100,000 from 12/31/2015 to 12/31/2025. At the end of the period, a US stock allocation would have grown to $388,653, an international stock allocation would have grown to $228,176, and a bond allocation would’ve grown to $121,993.
This chart illustrates the performance of a hypothetical $100,000 investment made in the asset classes noted below. Past performance is no guarantee of future results. Index returns include reinvestment of capital gains and dividends, if any, but do not reflect any fees or expenses. This chart is not intended to imply any future performance of the investment product. It is not possible to invest directly in an index. All indexes are unmanaged. Please see disclosures below for index definitions. Source: Fidelity Investments, as of 12/31/2025. U.S. stocks—Dow Jones U.S. Total Stock Market Index; international stocks—MSCI All Country World ex USA Index (Net MA); bonds—Bloomberg US Aggregate Bond Index.

For example, an investor who entered the market at the end of 2015 and endured downturns caused by the pandemic, the war in Ukraine, and concerns regarding tariffs and AI would likely still have come out well ahead of where they started had they simply stayed the course through the volatility. Pulling out of the market however, even for just a short time, could have had an adverse effect on long-term performance. Historically, missing just the best 5 days in the market from 1988 to 2025 could have reduced portfolio returns by 38%.1

But even knowing all this, keeping a cool head during tough times is easier said than done. If you’re concerned that you won’t have the fortitude to ride out a short-term downturn, you may want to consider taking steps to help mitigate the impact that market volatility can have on your assets. By introducing some diversification into your portfolio, you may be able to help make the dips shallower so that when the time comes, you may feel less pressure to act in a way that could undermine your long-term goals.

For example, in 2025, a diversified portfolio—with 60% of its assets allocated to domestic and international stock investments and 40% to short-term and fixed income investments, such as bonds—would have delivered similar returns to a portfolio invested solely in US stocks, yet with much less volatility. As you can see from the following chart, positive returns from a diverse set of asset classes in the portfolio helped dampen the turbulence that occurred earlier in the year. This helped to deliver a less volatile experience than owning just U.S. stocks alone.

In 2025, a diversified portfolio performed similarly to US stocks, but with much less volatility. A diversified portfolio would’ve declined only -6.5% at its lowest point in 2025, whereas a US stock allocation would’ve declined 15.7%. This may be attributed to the outperformance of international stocks, which helped keep the diversified allocation from sinking as far as US stocks.
*Opportunistic asset classes. Past performance is no guarantee of future results. Diversification does not ensure a profit or guarantee against loss. It is not possible to invest directly in an index. All indexes are unmanaged. Please see disclosures below for index definitions. Diversified portfolio—42% Dow Jones U.S. Total Stock Market Index, 18% MSCI All Country World Index ex USA Index (Net MA) (International Stocks), 35% Bloomberg US Aggregate Bond Index, 5% Bloomberg 3-Month Treasury Bill Index; U.S. Stocks—Dow Jones U.S. Total Stock Market Index; International Stocks—18% MSCI ACWI All Country World Index ex USA Index (Net MA); Bonds—Bloomberg US Aggregate Bond Index; Real Estate Income Trust stocks (REITs)—National Association of Real Estate Investment Trusts (NAREIT) Index; High-Yield Bonds—ICE BofA US High Yield Constrained Index; Commodities—Bloomberg Commodity Index; Cash—Bloomberg US 3-Month Treasury Bellwether Index; Treasury Inflation-Protected Securities (TIPS)—Bloomberg US Treasury US TIPS Index. Source: Fidelity Investments as of 12/31/2025.

“We use various investment components to diversify a portfolio,” says Scott McAdam, institutional portfolio manager with Strategic Advisers, LLC, the portfolio investment team for many managed account clients at Fidelity. “These components can help reduce volatility so that investors stay more comfortable and stick with their investment plan.”

How to build a diversified investment portfolio

Here are 3 ways you may be able to introduce more diversification into your portfolio.

1. Understand your risk, return, and correlation profile

When allocating the assets in your portfolio, remember that the pursuit of higher average annual returns brings with it a higher level of risk. Allocating more of your assets to stock investments in the hopes of generating the gains necessary to reach your goals will likely leave you more exposed to the ups and downs of market volatility.

“There are 3 pillars to investing,” says McAdam. “Risk, return, and correlation. The first 2 are related. To potentially get the level of return you want, you need to be comfortable taking on a certain degree of risk. The third, correlation, has to do with how your investments move in relation to one another. If your assets are highly correlated, that is, all moving up or down at the same time, that will accentuate volatility. But if you have a portfolio with asset classes that are less correlated, you may have a smoother investment experience because when some investments are trending downward, others may offset that decline by moving upward.”

Understanding the risk and return profile of your asset allocation, as well as the relative correlations of the asset classes involved, will help you better anticipate how your portfolio will react when markets get choppy and allow you to make adjustments so you can feel more confident about how your assets are performing in volatile circumstances.

For example, while an all-stock portfolio may offer the best potential average annual returns, a “growth with income” portfolio similar to the diversified 60/40 portfolio described above, may offer potential returns that are only marginally lower but with much less potential for risk.

This chart shows the average annual return for various asset mixes, from a conservative asset mix to an asset mix that is entirely invested in stocks. Asset mixes that include more stock tend to be riskier but have historically offered higher potential annual returns.
Important information about performance returns. Performance cited represents past performance. Past performance, before and after taxes, does not guarantee future results and current performance may be lower or higher than the data quoted. Investment returns and principal will fluctuate with market and economic conditions, and you may have a gain or loss when you sell your assets. Your return may differ significantly from those reported. The underlying investments held in a client's account may differ from those of the accounts included in the composite. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. See footnotes for additional details.

2. Think globally

When looking closely at the 2025 returns of our example diversified portfolio, one thing in particular stands out: the performance of international stocks. International stocks, as represented by the MSCI ACWI ex USA Index, posted an annual return of 33.2% in 2025—well ahead of the 17% return of US stocks, as represented by the Dow Jones U.S. Total Stock Market Index.

“Our view is that the party is far from over,” says McAdam. “In fact, we believe the case for investing globally remains incredibly strong as we move through 2026, and it rests on 3 main pillars. First: Valuations. International stocks are still on sale compared to their U.S. counterparts, trading at a discount. Second: The growth story is accelerating overseas. While US corporate earnings growth is solid, we see forecasts for even faster growth in Europe and especially in emerging markets this year. And third: A weaker US dollar provides a powerful, built-in tailwind.”

“At Strategic Advisers, our core philosophy is built on global diversification, precisely for moments like this,” says McAdam. “By owning international stocks, you may be able to build a more resilient portfolio by not putting all your eggs in one basket, even if that basket is a strong one, like the US.”

3. Spread the wealth

Investors looking to further manage risk in their portfolios may want to consider taking advantage of certain opportunistic investments, such as commodities, real estate investment trusts (REITs), and Treasury Inflation-Protected Securities (TIPS), which can help temper stock market volatility and provide some protection from inflation.

“These are asset classes with hybrid characteristics,” says McAdam. “They sometimes combine aspects of stocks and bonds, but don’t always behave quite like either. As a result, they are typically less correlated to each. In circumstances when stock and bond performance is more highly correlated, these opportunistic diversifiers can potentially aid in reducing the overall volatility of the portfolio.”

While you can’t predict, you can prepare

Working to create a well-balanced asset allocation within your portfolio can be a good way to increase the likelihood that you will benefit from rising markets over the long term while helping to protect against the emotional stresses that come with short-term bouts of volatility. While you can never predict what shocks might affect the market in the future, McAdam says, you can prepare for them.

“By spreading investments globally across U.S. and international stocks, bonds, commodities, and other assets, we ensure our clients’ portfolios are not overly dependent on the fortunes of any single country or region. If a crisis impacts one area, other parts of the portfolio can provide a stabilizing buffer,” says McAdam.

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1. Past performance is no guarantee of future returns. Based on hypothetical growth of $10,000 invested in the S&P 500 Index 1/1/1988–12/31/2025. Source: Fidelity Investments, Bloomberg.

* The above example (of various asset allocations) is for illustrative purposes only and does not reflect actual Personalized Portfolios data. Asset mix performance figures are based on the weighted average of annual return figures for certain benchmarks for each asset class represented. Historical returns and volatility of the stock, bond, and short-term asset classes are based on the historical performance data of various indexes from 1926 through 12/31/23 data available from Morningstar. Note: Foreign stock represented by IA SBBI US Large Stock TR USD 1926–1969 (IA SBBI US Large Stock TR USD was used to represent foreign stocks prior to 1970), MSCI EAFE 1970–2000, MSCI ACWI Ex USA 2001–12/31/23. Domestic stocks represented by IA SBBI US Large Stock TR USD Ext 1926–1986, Dow Jones U.S. Total Market 1987–12/31/23. Bonds represented by U.S. Intermediate-Term Government Bond Index 1926–1975, Bloomberg U.S. Aggregate Bond 1976–12/31/23. Short term represented by 30-day U.S. Treasury bills 1926–12/31/23. Although past performance does not guarantee future results, it may be useful in comparing alternative investment strategies over the long term. Performance returns for actual investments will generally be reduced by fees and expenses not reflected in these investments' hypothetical illustrations.

†Standard deviation does not indicate how the securities actually performed but indicates the volatility of their returns over time. A higher standard deviation indicates a wider dispersion of past returns and thus greater historical volatility. The chart does not represent the performance of any Fidelity fund. You cannot invest directly in an index. Stock prices are more volatile than those of other securities. Government bonds and corporate bonds have more moderate short-term price fluctuation than stocks but provide lower potential long-term returns. US Treasury bills maintain a stable value if held to maturity, but returns are generally only slightly above the inflation rate. The purpose of the asset mixes is to show how asset mixes may be created with different risk-and-return characteristics to help meet an investor's goals. You should choose your own investments based on your particular objectives and situation. Remember that you may change how your account is invested. Be sure to review your decisions periodically to make sure they are still consistent with your goals.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Past performance is no guarantee of future results.

This information is intended to be educational and is not tailored to the investment needs of any specific investor.

Indexes are unmanaged. It is not possible to invest directly in an index.

Diversification and asset allocation do not ensure a profit or guarantee against loss.

Views expressed are as of the date indicated, based on the information available at that time, and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.

Investment decisions should be based on an individual’s own goals, time horizon, and tolerance for risk.

In general, the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk, call risk, and credit and default risks for both issuers and counterparties. Unlike individual bonds, most bond funds do not have a maturity date, so holding them until maturity to avoid losses caused by price volatility is not possible. Any fixed income security sold or redeemed prior to maturity may be subject to loss.

Fidelity advisors are licensed with Strategic Advisers LLC (Strategic Advisers), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity advisor provides advisory services through Strategic Advisers for a fee or brokerage services through FBS will depend on the products and services you choose.

The Dow Jones U.S. Total Stock Market Index is an all-inclusive measure composed of all U.S. equity securities with readily available prices. This broad index is sliced according to stock-size segment, style, and sector to create distinct subindexes that track every major segment of the market.

The MSCI All Country World ex USA Index (Net MA) is a market capitalization–weighted index designed to measure the investable equity market performance for global investors of large- and mid-cap stocks in developed and emerging markets, excluding the United States.

The Bloomberg US Aggregate Bond Index is a broad-based flagship benchmark that measures the investment-grade, U.S. dollar–denominated, fixed-rate, taxable bond market. The index includes Treasurys, government-related and corporate securities, mortgage-backed securities (agency fixed-rate pass-throughs), asset-backed securities, and collateralized mortgage-backed securities (agency and nonagency).

The S&P 500® Index is a market capitalization–weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance.

The Bloomberg 3–6 Month US Treasury Bill Index is a market capitalization–weighted index of investment-grade, fixed-rate public obligations of the U.S. Treasury with remaining maturities from three up to (but not including) six months, excluding zero-coupon STRIPS.

The Bloomberg US Treasury Bellwether 3-Month Index is a benchmark that tracks the performance of the most recently issued three-month U.S. Treasury bill.

The ICE BofA US High Yield Index is a market capitalization–weighted index and is designed to measure the performance of U.S. dollar–denominated, below-investment-grade (commonly referred to as “junk”) corporate debt, publicly issued in the U.S. domestic market.

The ICE BofA U.S. High Yield Constrained Index tracks USD-denominated, below-investment-grade corporate bonds with shorter maturities (often under 5 years, or specific ranges like 1-3 years), focusing on taxable bonds like fixed-to-floating, callable, 144A, and zero-coupon issues, representing a broad but constrained segment of the high-yield market, differing from broader indexes by maturity or rating buckets, serving as a key benchmark for funds like ETFs.

The Bloomberg Commodity Index measures the performance of the commodities market. It consists of exchange-traded futures contracts on physical commodities that are weighted to account for the economic significance and market liquidity of each commodity.

The Bloomberg U.S. Treasury U.S. TIPS Index measures the performance of rules-based, market value-weighted, inflation- protected securities issued by the U.S. Treasury.

NAREIT Equity-Only Index is the unmanaged National Association of Real Estate Investment Trusts (NAREIT) Equity Index, a market-value-weighted index based upon the last closing price of the month for tax-qualified REITs listed on the NYSE.

The IA SBBI US Large Stock Index tracks the monthly return of S&P 500®. The history data from 1926 to 1969 is calculated by Ibbotson.

The MSCI World Index captures large- and mid-cap representation across 23 developed markets (DM) countries. With 1,480 constituents, the index covers approximately 85% of the free float-adjusted market capitalization in each country.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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