Once upon a time I did a chart of asset classes (here) so I figured I should ...
>Bring it up to date?
Yes ... and here it is:
>And what's that 45%+0%+0%+55%+0% ... in the top chart?
That's what I figure is the "best" allocation ... over the past twenty years.
>Assuming annual rebalancing, to maintain that allocation ?
Yes.
>And do you think that'd be best in the future?
Wait'll I check.
>Yeah, funny ... but the volatility of those annual returns?
That's over here
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Asset Class | Standard Deviation |
500 Growth | 19.9% |
500 Value | 15.0% |
2000 Growth | 23.0% |
2000 Value | 18.3% |
MSCI | 24.1% |
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>Suppose I just want to invest in, say the S&P 500 and ...?
And foreign? As in EAFE? Here's a chart ... about the last 20 years:
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