Balanced Portfolios: Keeping it Real

From - Advisor Perspectives
February 20, 2013 - 6:07pm

Feb 20, 2013 Adam Butler and Mike Philbrick  It's important for clients to understand what they're getting themselves into with a typical balanced portfolio. The following charts show the distribution of real historical returns over 1, 5, and 10 year horizons for a portfolio consisting of 60% stocks and 40% bonds. Some facts clients might not be aware of:More...

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