Money Management & Retirement Planning Advice by Barry Unterbrink, Chartered Retirement Planning Counselor

Wednesday, July 22, 2015

First 200 Days of 2015 Mediocre

A diversified portfolio using stocks (S&P 500), bonds, 20 year Treasury, Cash (money market), and Gold bullion has returned -1% thru July 17th.

The stock portion was ahead 4.3%, bonds -3.2%, cash even, and Gold lost 5%. 

The above equal mix of investment is diversified and has historically returned a positive 6-1/2% on average over 25 years, with small risk to principal (drawdown) of -2% to -6 over the five negative years (2008 was down 6%).

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