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Portfolio Discussions

Use select charts from the Guide to the Markets to engage in portfolio discussions.

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    Guide to the Markets
     
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Alternative strategies

Adding alternative assets to a diversified portfolio can help investors dampen volatility and potentially increase returns over the long term.

Economic Expansions and Recessions
The importance of diversification
 
  • Between 2004 and 2013, the S&P 500 returned 104.3% (cumulative total return).
  • It is important to remember that even alternatives should be well diversified, as they too can experience volatility from year to year. For example, compare commodity returns in 2006 with those in 2007.
Discussion Slides
Correlations and Volatility
Diversification and the Average Investor
Asset Class Returns

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