How Long Is the ‘Long Run’?

RELATED CONTENT

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.

The Incremental Value of Diversification

Get sidelined investors back into the market by incrementally adding additional asset classes to the portfolio. It's a "market timing" approach that, in time, will result in a more diversified and better-performing portfolio that will encourage clients to stay invested during the next market swoon.

6 Charts Prove That Value Is the Long‑Term Winner

Based on the last 25 years of returns, value outperforms growth across almost all asset classes and styles, but especially in small caps.

Portfolio Breadth: The Virtue of Being ‘Average’

Is average good enough? A well-allocated portfolio is diversified both in depth and breadth and, over the long run, will produce better, more consistent returns, as these comparison charts reveal.