The Value of Diversification

The Value of Diversification This chart shows that a 60/40 portfolio has slightly outperformed the S&P 500 since 2018. Picture source: Fidelity Investments

Time, Diversification and the Volatility of Returns

Time, Diversification and the Volatility of Returns This chart shows how the volatility of returns decreases over time (range of equity, bond and blended total return). Picture Source: J.P. Morgan Asset Management

VIX and MOVE Correlation

VIX and MOVE Correlation Periods of high correlation between VIX and MOVE are not good for balanced portfolios, because diversification is hard to find. Picture source: Arbor Research & Trading LLC

Annual Performance of Gold and the S&P 500 since 1980

Annual Performance of Gold and the S&P 500 since 1980 One of the advantages of gold is that it is uncorrelated to the U.S. stock market and provides diversification in a portfolio. Picture source: The Wall Street Journal

The Average American Investor Still Underperforms the Market Over the Long Term

The Average American Investor Still Underperforms the Market Over the Long Term This is usually due to emotional biases, herding effect, lack of diversification, panic selling,… Most investors buy high and sell low at the wrong time. That’s the reason why using our formidable decision support tools will empower yourself to make much better investment…