Analysis of How to Structure Asset Allocation Strategies [INFOGRAPHIC]

Financial Planning

Investors want to achieve a sustainable income during their lifetimes (especially during retirement), by investing their savings.

The problem is that markets are unpredictable and often too volatile. Historically, during the last 20-years, stocks have delivered returns varying widely between 2% and 18% per year. The maximum loss during 2008 was 60% and during 2000 was 35%.

To resolve this uncertainty, investors should select investment strategies which generate sustainable profitability with low volatility. Volatility describes the degree to which an asset’s price moves up and down. Volatility describes the investment’s risk. Usually, during periods of high volatility, asset returns tend to be lower and during low volatility asset returns tend to be higher. When an asset’s volatility spikes, it often leads to big asset losses.

Creating Strategic Value With Joseph Calandro Jr.

InvestingValueWalk's Raul Panganiban interviews Joseph Calandro Jr., Managing Director of a global consulting firm and fellow of the Gabelli Center for Global Security Analysis at Fordham University. Q2 2020 hedge fund letters, conferences and more Interview with Joseph Calandro Jr. ValueWalk's . . . SORRY! This content is exclusively for paying members. SIGN UP HERE Read More

See the infographic below which presents analysis of how to structure asset allocation strategies

Asset Allocation

Asset Allocation