December 7, 2015: Diversification And Global Allocation
by MyPlanIQ | Dec 8, 2015 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement |
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As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not the same as those used in Strategic and Tactical Asset Allocation (SAA and TAA) portfolios of a plan.
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Diversification And Global Allocation
Diversification has clearly encountered some problems for the past several years. First in 2013, gold and commodities started to weaken. Emerging market stocks followed the lead. Since 2014, everything other than US stocks and REITs have lost money:
Index Performance Comparison (as of 12/7/2015):