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Simple balanced portfolio strategies since 1995

I can’t help but to admire these balanced portfolios. Simple and elegant in their asset allocation, easy to implement, highly liquid, transparent, low-cost; yet so profitable and consistent in their long-term results.
Investment Office, September 2015

Interesting that so few money managers have come even close to match such a performance. Does it have anything to do with the cycles, the clients-behaviour, poor market timing instead of regular re-balancing, too many shifts in strategy at the worst of times?

On the other hand, maybe we are the new shoe-shine boys; has the time finally come for this strategy to stop working, through a poor performance of bonds and/or equity over multiple decades? Time will tell.

Balanced Portfolio Strategies since 1995

25% MSCI World
75% Citigroup WGBI (World Government Bond Index)

50% MSCI World
50% Citigroup WGBI

75% MSCI World
25% Citigroup WGBI

Balanced Portfolio Strategies since 2000

25% MSCI World
75% Citigroup WGBI (World Government Bond Index)

50% MSCI World
50% Citigroup WGBI

75% MSCI World
25% Citigroup WGBI