Approaching the 2020 Tarmac: A 47‑Year Performance Analysis of 3 Portfolios

Jun 22, 2017 / By Craig L. Israelsen, PhD
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Three hypothetical portfolios—a classic 60/40, rebalanced seven asset, and target-date fund—that took flight in 1970 are coming in for a landing on the retirement income strip in 2020. See how they have fared in terms of volatility, performance against inflation, and more.

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