Smart Diversification Can Help You Stay on Track (65%/35%) - PowerPoint Presentation

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Uploaded On 2018-10-24

Smart Diversification Can Help You Stay on Track (65%/35%) - PPT Presentation

Asset Class Performance 20032017 Source Morningstar Direct 2018 Cash BofAML 3M US Treasury Note TR USD Index representation as follows US Large Neutral SampP 500 Index US Large Value Russell 1000 Value Index US Small Neutral Russell 2000 Index REITs Dow Jones US ID: 695478

neutral index small large index neutral large small securities emerging markets bonds foreign investment financial risks div net reits

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