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Investment Trends

Matrix below shows the absolute and relative return of various asset classes over the last 20 years. The only noticeable trend is that asset class returns goes in cycles where once it run hot for a period of time. Returns will eventually mean revert.

Case example: MSCI Emerging Market had a great run from 2003 to 2007 during period of strong risk appetite. It declined more than 50% and had a strong rebound in 2009.

It is an interesting chart to keep in mind in the process of asset allocation in the portfolio. Individuals can gain access to most of the asset classes through exchange traded funds, such as S&P 500 IVV ETF.

Asset Class Return Matrix

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