Exploring Global Portfolio Performance
Amid market turbulence and debates on portfolio effectiveness, how have various asset allocations fared worldwide? Let’s delve into the data.
Our study examines portfolios in the US, UK, Italy, Switzerland, and globally, analyzing 100% equity, 100% bond, 60/40, and 80/20 allocations. Through detailed historical data analysis, including lump sum and dollar-cost averaging strategies, we uncover intriguing insights on market performance.
We utilize liquid ETFs to construct portfolios, assessing returns over a decade. Our findings highlight the varying levels of volatility in these markets and how different asset allocations have fared over time.
Portfolio Strategy Components
| Market | Asset | ETF |
| United States | Equity | SPDR S&P 500 ETF Trust (SPY) |
By analyzing annualized returns, standard deviations, Sharpe ratios, and other key metrics, we provide valuable insights into the effectiveness of different asset allocations and the impact of market conditions on portfolio performance.
Our comprehensive analysis sheds light on the performance of different portfolios and offers valuable insights for investors navigating a complex and dynamic global market landscape. Stay informed with our in-depth research and expert analysis.
