portfolio

That has helped make international stocks an attractive alternative, said Ken Ryan, a portfolio manager at Parnassus Investments.

He said that ideas were as important as ever to a portfolio, and having software knowledge like Adobe and gaining real-life experience "off your own back" helped graduates stand out.

He also keeps about 5% of portfolios in gold, which had languished for years before a recent rally.

“Whenever there is a headline, people tend to sell first and ask questions later,” comments James Macdonald, a senior portfolio manager at RBC Global Asset Management.

Now, though, there is significant trepidation about him adding Warner Discovery to his portfolio.