New Map of Performance

Israelsen, Craig L.
January 2014
Financial Planning;Jan2014, Vol. 44 Issue 1, p70
The article discusses the revised Periodic Table of Investment Returns by Callan Associates which depicts year-to-year performance of different asset classes. It mentions how the Callan chart lacks visual representation of both best- and worst-performing asset classes. It describes how the revised chart features performance of a multi-asset portfolio which include real estate, natural resources, and commodities. The perceived benefits of this chart to diversified investors are also noted.


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