The downloadable document compares the performance of a multi-asset blend approach to equities. It shows that over the past 20 years a multi-asset blend has achieved higher returns than equities with lower volatility and a much smaller max decline.
- A portfolio of stocks and bonds may be in danger of not meeting investment goals due to low interest rates and uncertainty in equity markets.
- Modern Portfolio Theory recommends investing in asset combinations that move differently from one another to reduce the overall risk of an investment portfolio.
- Historically, a multi-asset blend has allowed investors to experience steady growth while minimizing declines.
- Source: Standpoint Asset Management, LLC