This Day On The Street
Continue to site right-arrow
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

Investors Looking To Alternatives For Growth Opportunities In 2013, EverBank Retail Investor Survey Finds

Stocks in this article: EVER

JACKSONVILLE, Fla., Feb. 25, 2013 /PRNewswire/ -- Investors believe U.S. equity markets will continue to perform well in 2013 but a majority are looking to alternative global investments, including metals, currencies and foreign equities, to diversify their portfolios and improve financial performance, concludes EverBank's new Global Investment Opportunities Retail Investor Survey.

EverBank, the retail banking division of EverBank Financial Corp (NYSE: EVER), polled more than 300 individual investors at The World MoneyShow Orlando between Jan. 31 and Feb. 1, to identify investment opportunities and sentiments around the globe.

Opportunities in the U.S. vs. Abroad

More than half (52 percent) of survey respondents said they are looking outside traditional U.S. equities for performance in 2013.  Of those investors, 21 percent have their eyes on precious metal investment opportunities and another 21 percent see the greatest opportunity in international equities.  Seven percent of survey respondents anticipate currencies will offer the greatest upside this year and 3 percent are looking at international fixed income.

Further highlighting investors' increasing focus on opportunities outside the United States, two-thirds of survey respondents said they believe international investment positions have become more important in their portfolios than they were five years ago.

"Investors today are realizing the importance of a well-diversified portfolio and appreciate that it's not as simple as having the right balance between equities and fixed income assets," said Frank Trotter, President of EverBank Direct. "Alternative assets like precious metals and currencies are more important than ever as investors look for ways to find better yields in a low-interest-rate environment and still-fragile global economic environment. We're seeing increased demand in products that give investors exposure to those diverse asset classes, but we believe that many investors can do more to diversify. The reality is diversification is not as difficult or complex as many people believe, and we're seeing a growing awareness of the importance of building investment portfolios that include traditional U.S. equities, traditional fixed-income assets and a wide range of more non-traditional investment vehicles."

Finding Value in a Low Interest Rate Environment

With record low interest rates holding steady, investors must decide how to manage their portfolios, according to EverBank. When asked to identify the strategy they would most likely pursue during this low rate environment, investors were fairly divided:

  • Thirty-one percent of investors said they will pursue new ways to add value to the cash positions in their portfolio.
  • Twenty-seven percent will seek out international investment opportunities.
  • Twenty-six percent will look into real estate opportunities.
  • Currencies and other alternative investments received 15 percent of the responses.

"Low interest rates are a major cause for concern among investors who are looking for safe, but value-driven options," Trotter noted.  "Currencies, typically considered a more volatile asset, can provide an investor with the U.S. interest rate protection and growth they seek in a more stable form through CD or money market-based platforms."

1 of 2

Select the service that is right for you!

Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 18,053.71 +23.50 0.13%
S&P 500 2,088.77 +6.89 0.33%
NASDAQ 4,806.8590 +33.3870 0.70%

Brokerage Partners

Rates from

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs