us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Asset Allocation

us.jpg   fr.jpg

Average underperformance: cash vs. stocks

image105.png

Calendar-based rebalancing methods

image090.png

Average investor allocation to equities vs. 10 year forward annualized price return since 1951

image082.png

Expected long-term returns increase with higher equity allocation, but investors bear greater risk (1926 – 2022)

image077.png

US Small Cap indices annual return (%) since 2002

image001.png

30-year starting safe withdrawal rate %, by asset allocations

Picture32.png

Projected starting safe withdrawal rates, by asset allocation and time horizon

817.png

Long-run returns of key asset classes offer important lessons for asset allocators

771.png

S&P envy: A diversified portfolio is ripe for regret

691.png

Annual asset allocation returns (%) since 1988

510.png

Syndicate content