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Observations

Exploring Asset Allocation, Portfolio Returns, Asset Class Returns, Indices and Portfolio Construction

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Annual Returns of the Main Asset Classes in Swiss Francs (2010 - 2020)

Ranked in Order from the Highest to the Lowest Performance

Hinder Asset Management, January 2021

The Callan Periodic Table of Investment Returns

Annual Returns for Key Indices Ranked in Order of Performance (2001–2020)

Callan, January 2021

Pyramid Distribution of US Equity Returns

S&P 500: 1825 - 2020

InvestmentOffice, January 2021

Vanguard Balanced Index Fund Admiral Shares

Balanced Composite Index, 2020 YTD Returns

Vanguard, January 2021

Pictet LPP 2000 Swiss Pension Fund Indices

2020 YTD Returns (31.12.2020)

Pictet Asset Management SA, January 2021

Trends investing: finding the winners among skewed equity returns

A tiny proportion of stocks account for most of the market’s returns. This makes it vital to embrace trends when investing, say portfolio manager Steef Bergakker and trends analyst Sam Brasser.

Steef Bergakker, Senior Portfolio Manager
Robeco, Insights, 5-Year Outlook, 19.10.2020

Performance of a 60:40 Portfolio in the UK in the 1970s

Chart Excerpt

Henry Maxey, Chief Investment Officer
Ruffer, Dismantling the deflation machine, The Ruffer Review 2020

Pension Funds Asset Allocation 2019

Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020

Aggregate P7 asset allocation from 1999 to 2019

Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020

Domestic equity over total equity exposure

Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020
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