2023-04-13 00:03:00 ET
Summary
- The annualized returns for the lump sum approach in each country and the world portfolio demonstrate that only the 100% US equity portfolio fared better than the 100% global equity portfolio, while the 100% bond portfolios of all four countries beat their world counterpart.
- The equity and bond funds in each category and all 60/40 and 80/20 portfolios exhibited significantly higher returns when the holding period ended on 31 December 2021 rather than 31 December 2022.
- To draw further conclusions about the utility of the 60/40 portfolio versus the 80/20 or any other allocation strategy requires further research.
For further details see:
Is The 60/40 Portfolio Still Relevant?