‘Real’ Return: How Inflation Impacts Asset Performance

RELATED CONTENT

Bird’s-Eye View of Inflation From 1926 to 2015

Chart Talk: From 1926 to 2015, we look at the cyclical nature of average annual inflation over five-year periods.

How Rebalancing Improves Long-Term Portfolio Performance

Despite a longer time frame, a study of seven asset classes and a multi-asset portfolio over 46 20-year rolling periods still reveals their performance to be materially cyclical. But a “sell high and buy low” rebalancing strategy often improves a portfolio’s returns and protects it against long-term market fluctuations.

Forecasting the Retirement Portfolio’s Success

Theoretically, a successful portfolio needs to last 30 years in retirement. A new modeling tool uses actual historical data to help you gauge how factors such as withdrawal rates, COLAs, and asset allocation might affect the portfolio’s sustainability.

Best Portfolio? Try Equal-Weighting With a High Dose of Asset Classes

A review of market performance over the past 15 years shows that a portfolio built on 12 asset classes equally weighted outperformed more traditional models from 2001 to 2015.