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Depending on the type of portfolio held, investors—especially retirees—can be devastated by an unfavorable sequence of returns. While you can't control the market's performance, you can control the risk level of a portfolio when it is particularly sensitive to losses. Here's how.
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.
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