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Stick with the portfolio or bow out? This question often plagues investors in the face of short-term market fluctuations. But a 12-asset investment model that fuels performance and puts the brakes on volatility can deliver consistently positive returns, as shown through 14 five-year rolling periods from 1998-2015.
A historical examination of commodity funds shows that they perform well during years of high inflation. They also have a very low correlation to other major asset classes, and can be used to offset the negative impact of high inflation on other assets in a diversified portfolio.
In the quest for simplicity, advisors often use simple index-based mutual funds. However, a review of four portfolios reveals that index funds lack the needed breadth to create a truly diversified portfolio.
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