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Wealth Management

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Change in portfolio volatility when including non-US stocks in a US portfolio, 1970-2020

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Things you can vs. cannot control

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Wealth over time with and without rebalancing since 1966

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60/40 portfolio plus 20% alternative allocation: Max drawdowns, 2003 to 2022

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60/40 portfolio plus 20% alternative allocation: Sharpe ratios since 2003

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Calendar-based rebalancing methods

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Allocation for GMO benchmark-free allocation strategy in December 2021 and December 2022

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The Looooong Term Trend (Source: Bank of England)

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Cumulative Total Return Percentage of $1000 Investment (Source: Real Investment Advice)

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Real S&P 500 Vs. Valuations (Source: Real Investment Advice)

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