1-Asset Class/Category 2-Specific Investment Name (SYMBOL) 3-Underlying Investment Index U.S. Bonds: Vanguard Total Bond Market Index (BND) Barclays U.S. Aggregate Bond Index
100% Equity/0% Fixed Income +32.18% 90% Equity/10% Fixed Income +30.14% 80% Equity/20% Fixed Income +25.64% 70% Equity/30% Fixed Income +23.42% 60% Equity/40% Fixed Income +21.19% 50% Equity/50% Fixed Income +18.11% _______________________________________________________________________
We believe a more active investment strategy will be necessary to successfully navigate the long-term bear market cycle we believe we’ve now entered. Furthermore a combination of macro and micro economic and financial analysis will be critical in making wise portfolio decisions. Protecting capital will be by far the most critical objective in the years ahead.
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