News & Insights

Investing Newsletter – Jul 2018

by Financial Alternatives on 7/27/2018

  • Last year International Developed Stocks and International Emerging Stocks outperformed US Large Stocks.
  • Year-to-date US Stocks are outperforming International Stocks.
  • For the 10 year period from 2000–2009 the S&P 500 lost -9.10%. International investments logged significant gains during this period.
  • Maintaining a globally diversified portfolio can help to smooth out the returns of a portfolio concentrated in US stocks.
  • It is next to impossible to successfully time moves between US and international investments in an effort to always be in the highest returning markets.
  • It is better to remain globally diversified and disciplined in rebalancing your portfolio back to its predetermined allocation.
  • Vanguard is forecasting lower returns over the next 10 years.

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Posts are general in nature and do not constitute the rendering of legal, investment, accounting or other professional advice.