|
Budget or asset allocation decisions are the largest generator of positive performance during any market cycle.
Adherence to our related investment process is the primary driver of our portfolio's significant out performance.
Consistent Results Asset allocation is more likely to produce consistently satisfactory results in terms of both return and volatility over the long-term than any other approach you might consider. Various asset classes
Undergoing a correct asset allocation doesn't necessarily imply equal parts weighting through various asset classes such as commodities, equities and debt securities, but rather reducing the risk and stabilizing the return. Our research has shown that allocated portfolios generate an intermediate return, compared to the separate asset classes on which it is based. In addition, the amplitude of the weekly rate of change for the allocated portfolios is lower than the amplitude of the separate asset classes mentioned. Thus, an allocated portfolio is less risky (less volatile) than most of the separate classes that compose the portfolio.
|