Composite Portfolios Review
We have outlined several composite portfolios in several newsletters. In this newsletter, we are reviewing how these portfolios have performed.
Equity and total return bond fund composite portfolios
We discussed these portfolios in details in September 15, 2014: Equity And Total Return Bond Fund Composite Portfolios. In these portfolios, risk asset portion is invested in a tactical or strategic portfolio with risk profile 0 (i.e. up to 100% in risk assets such as stocks) while the fixed income portion is in a total return bond portfolio (Fixed Income Bond Fund Portfolios).
We are still seeing a consistent out performance by these portfolios, compared with their equivalent tactical or strategic portfolios only (with the same risk profile):
Please login or register an account to view the newsletter