5 Dec 2018
Asset Class Returns: The long view
- Posted by Dejan Pekic BCom DipFP CFP GAICD, Senior Financial Planner
Often it is hard to see the wood for the trees and that very much applies to investing because it can take decades to find out the real outcome of your past investment decision.
This is a key reason for why we follow the investment philosophy of Benjamin Graham, the Father of Value Investing.
Attached is a chart that plots the very best and the very worst 12 month performance for each asset class since 1993 using indices.
The message, the very best returns have been delivered by growth assets (property and shares) and to get these very best returns you will need to endure through negative performance.
So when fear and panic take hold during the next financial catastrophe, investors will be presented with the opportunity to buy more quality assets at discounted prices.
Click to view.
WARNING, past performance is no guarantee of future performance and the above does not constitute Personal Advice.
At Newealth we are always looking to support and promote our clients wherever possible and if you have any ideas or comments, please feel free to email me or to call me on +61 2 9267 2322.