Wednesday, November 11, 2009

Asset Class Cumulative Returns January 2008 - September 2009



This article highlights returns in various asset classes in the 2008-09 Bear Market. Perhaps a good starting point for Couch Potato investors rethinking their asset allocation? The Equally Weighted 16 Asset Class portfolio is, rebalanced monthly:
ML US Corporate & Government 1-3 Year
LB US Aggregate Bond TR
LB US Treasury Long TR
LB US Long Credit TR
LB US Corporate High Yield TR
Credit Suisse Leveraged Loan
JPM EMBI + Composite TR
JPM ELMI + Composite
ML Convertible Bonds All Qualities
LB Global Inflation Linked US TIPS TR
FTSE NAREIT All REITs TR
DJ AIG Commodity TR
S&P 500 TR
MSCI Emerging Markets TR
MSCI EAFE TR
Russell 2000 TR

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