Balanced Portfolio 60% Stocks & 40% Bonds
Hypothetical Portfolio A combination of stocks, bonds and alternatives, allocated as shown by the adjustable pie chart.
Evolving diversification is as important as ever. Looking back, adding alternatives to your portfolio could have offered broader diversification and the potential to reduce risk and enhance return.
For illustrative purposes only.
About this Market Flashback:
This Market Flashback assumes no portfolio rebalancing over the times period listed. Results are for illustrative purposes only and do not guarantee future results. It is not possible to invest directly in an index. Index performance returns do not reflect any management fees, transaction costs or expenses.
There is one type of analysis available in this tool – historical date range
Alternatives are represented by the Credit Suisse Multi-Strategy Index.
Bonds are represented by the Bloomberg Barclays US Aggregate Bond Index.
Stocks are represented by the S&P 500 Index.