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Pension Fund Indices, Balanced Portfolio Benchmarks, Equity, Fixed Income, Real Estate, Alternatives, Sector, Country, Region, Style.

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Vanguard Balanced Index Fund Admiral Shares

Balanced Composite Index, 2020 Q3 YTD Returns

Vanguard, October 2020

Credit Suisse Pension Fund Index

2019 YTD Returns (31.12.2019)

Credit Suisse, January 2020

2018 U.S. Endowment Returns

"Data gathered from 802 U.S. colleges and universities for the 2018 NACUBO-TIAA Study of Endowments® (NTSE) show that participating institutions’ endowments returned an average of 8.2 percent (net of fees) for the 2018 fiscal year (July 1, 2017 – June 30, 2018) compared with 12.2 percent for FY17."

NACUBO-TIAA Study of Endowments (NTSE), January 2019

Technology/Telecoms Bubble of 1999/2000

36% of MSCI World Index is
comprised of tech stocks

Schroder, MSCI

Japanese Stock Market Bubble in the late 1980s

44% of MSCI World Index is comprised of Japanese stocks

Schroder, MSCI

Missing/Avoiding the Best & Worst Days of S&P500 from 1993 to 2010

Assuming that you can avoid the 10 worst days, you will have to do so in a way that does not have you missing the 10 best days. If you manage to avoid all of the worst days, but miss all of the best days too, then your portfolio performance will be close to buy & hold (minus transaction costs).

Pension Partners, LLC, September 2010
Michael A. Gayed
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