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Matt Thompson
December 17, 2019

Diversification: Theory vs Reality

Matt Thompson
December 17, 2019
Theoretical growth of $1000, for illustrative purposes only. “Diversified Portfolio THEORY” is 50% Asset A, 50% Asset B, rebalanced annually. “Diversified Portfolio REALITY” is 50% Asset A, 50% Asset B in Year 1, then 100% Asset A thereafter.

Theoretical growth of $1000, for illustrative purposes only. “Diversified Portfolio THEORY” is 50% Asset A, 50% Asset B, rebalanced annually. “Diversified Portfolio REALITY” is 50% Asset A, 50% Asset B in Year 1, then 100% Asset A thereafter.

Newer Post2019 Year In Review
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