3 simple and strong portfolios

60/40 portfolio

Stocks / Indices​
60%
Bonds
40%

MOST SIMPLE COMPOSITION WITH VERY GOOD PERFORMANCE, BUT ALSO MORE RISKY, BECAUSE  LESS DIVERSIFIED

 

It can suffer high volatilities and an important Drawdown in some years, even if they are strongly attenuated compared to stock only,

Need ability to support these periods psychologically and financially

Big drop during the subprime for example, big performance after but it took a while.

 

 

All weather portfolio

Stocks / Indices
30%
Long Term State Bonds
40%
State Bonds Intermediate Term
15%
15% Gold (or 7.5% in Gold and 7.5% in commodities)
15%

THE MOST DIVERSIFIED, THE LESS RISKED AND THE MOST RELIABLE,
IT IS SUITABLE FOR CRASH, MARKETS WITHOUT TRENDS, AND AGAINST RISKS ON INDIVIDUAL STOCK

 

Permanent portfolio

Stocks / Indices
25%
State bonds
25%
Precious metals
25%
Cash
25%

AN ALTERNATIVE TO THE ALL WEATHER PORTFOLIO, A LITTLE LESS PERFORMING

 

 

 

PERFORMANCE OF THESE PORTFOLIOS CAN BE IMPROVED BY REFINING THE CHOICE OF DIFFERENT ASSETS

 BACKTEST OF THESE PORTFOLIOS CAN BE DONE AT: HTTPS://WWW.PORTFOLIOVISUALIZER.COM

Leave a Reply

Your email address will not be published. Required fields are marked *