December 26, 2024
Over the last two decades, the stock market has revealed a timeless truth: asset class returns are as cyclical as the seasons.
Our periodic table of asset class returns highlights how unpredictable the top and bottom performers can be—proving there’s no clear pattern over 20 years. This is why we prioritize diversification—balancing risk and reward, avoiding overconcentration, and embracing the long-term value of underperforming sectors.
Markets change, but our strategy remains steady. Have questions? Contact us and we would be happy to help.
