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Observations

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

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Pyramid Distribution of US Equity Returns

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

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

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

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

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

Domestic equity over total equity exposure

Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020
Domestic bonds over total bond exposure

Domestic bonds over total bond exposure

Thinking Ahead Institute research and secondary sources
Willis Towers Watson, Global Pension Assets Study 2020
Healthcare of Ontario Pension Plan (HOOPP) Portfolio vs. Traditional Portfolio

Healthcare of Ontario Pension Plan (HOOPP) Portfolio vs. Traditional Portfolio

Healthcare of Ontario Pension Plan (HOOPP), August 2020
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