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Home Insights Guide to the Markets Portfolio Discussions

Portfolio Discussions

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

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    Guide to the Markets
     
    "On the Bench Appendix"
     
 
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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
Alternatives can improve a portfolio's overall risk/return profile
 
  • The pie charts contrast two hypothetical portfolios. The portfolio on the right is based on a more diversified model than the portfolio on the left, which is more traditional.
  • Though no guarantee of future results, historical data since 1994 suggests that a portfolio with more diversified holdings, including non-correlated alternative strategies, resulted in less volatility and a higher return.
Discussion Slides
Correlations and Volatility
Diversification and the Average Investor
Asset Class Returns

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