Exploring Asset Allocation, Portfolio Returns, Asset Class Returns, Indices and Portfolio Construction
Many impossible things are happening in the investment world at the moment; like the bluebottle which sits upside-down on the ceiling, we have to come to realise these things were not so impossible, after all.
1999 - 2022
1999 - 2022
Annual Returns for Key Indices Ranked in Order of Performance (2003-2022)
The 60/40 stocks-bonds portfolio, a traditional investment strategy that has been popular for the past 40 years due to low inflation and strong economic growth, is facing challenges as it is not immune to all market conditions.
Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers. How should investors deal with this kind of uncertainty?
Annual Returns for Key Indices Ranked in Order of Performance (2002–2021)
Why should long-term investors care about market forecasts? Vanguard, after all, has long counseled investors to set a strategy based on their investment goals and to stick to it, tuning out the noise along the way.