The Smartie Box shows returns of different asset classes over varying periods of time.
Year To Date at this point has reverted mostly back to what the long term returns have been in respect to asset class rankings.
One can see why having a balanced portfolio with varying asset classes is important in order to achieve growth during periods of turmoil.
What was a poorly performing asset class in a previous period may be a top 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 July 2023
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