While it invests in many U.S. consumer technology companies, Intel Capital has also lately been active with consumer technology in emerging countries.

FORBES: Intel Capital Startups Look For Growth At Global Summit

"People got greedy and held on to stocks, riding them too far, " says a limited partner who invests with many of the best-known venture firms.

FORBES: In the Lurch

In that case, you might look to a multisector bond fund that invests in many markets, such as lower-rated "junk" debt and foreign bonds, in search of higher yields.

WSJ: Face Your (Investment) Fears