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Seek Opportunity Beyond U.S. Stocks and Bonds
INVESTORS need to seek the most favorable opportunities
amongst a broad range of diversified investments.
Greater risk adjusted performance may be obtained by incorporating low-correlated
asset classes or investments into a traditional stock and bond portfolio.
FACT: The 10-year period from 2001-2011 included a technology & real estate bubble, the U.S.
credit & housing crisis, domestic banking troubles & the European debt crisis, the U.S.
stock market as measured by the S&P 500 Index significantly underperformed other
markets and asset classes.
During this same 10-year period, investment returns would have significantly
improved if portfolios were diversified beyond just U.S. stocks to include asset classes
such as international stocks, emerging market stocks, real estate and commodities.
10 Year Annualized Returns for Market Indices
The above chart measures 10 year annualized returns through December 31, 2011. Past performance
is not necessarily indicative of future results. Additional disclosures may be found on the Disclaimer
page of this website.
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