Asset Allocation – Historical Returns by Asset Class: Why to invest in Momentum based Rotation Strategies?

//Asset Allocation – Historical Returns by Asset Class: Why to invest in Momentum based Rotation Strategies?
Asset Allocation – Historical Returns by Asset Class: Why to invest in Momentum based Rotation Strategies?2017-10-03T21:00:00+00:00

Asset Allocation - Historical Returns by Asset Class: Why to invest in Momentum based Rotation Strategies?

The charts below show the historical returns by asset class, sectors, and stock markets. They might serve to visualize one of the most common problems investors struggle with when deciding their asset allocation. Itís difficult to pick the best performing investment year after year, yet for many investors itís an annual event. They look for an encore, picking the best asset class last year with the hope of a repeat performance. Yet, betting on last yearís winner rarely works out. Assets at the top of the chart one year could be at the bottom the next, and vice versa.

By using our smart Momentum based Rotation Strategies you benefit from investing in the strongest assets, thus in average outperforming the underlying indices. You overcome the whipsaw effects a typical asset allocation which simply invests in the Top X based on historical returns by asset class.

asset class returns fy 2016 asset allocation investment portfolio historical returns by asset class sector returns fy 2016 asset allocation investment portfolio historical returns by asset class emerging market returns fy 2016 asset allocation investment portfolio historical returns by asset class international market returns fy 2016 asset allocation investment portfolio historical returns by asset class

All return tables courtesy of Novel Investor