The Smartie Box shows returns of different asset classes over varying periods of time.
One can clearly see why having a balanced portfolio which includes varying asset classes is important in order to achieve long term financial goals.
What was a top performing asset class in a previous period may be a poorly performing asset class in the next.
Deciding the appropriate mix of asset classes to suite an individuals investment objectives and risk profile, and staying the course, will invariably result in better outcomes over the long term than trying to anticipate performances of asset classes from year to year.
Smartie Box February 2023
.pdf
Download PDF • 135KB