A Crucial Investment Lesson From A Difficult 20 Years

Published Wednesday, September 15, 2021 at: 10:01 AM EDT

The commemoration of 9/11 and pullout of U.S. troops from Afghanistan marked the passing of 20 difficult years.  Historians will debate the lessons to be drawn from this tumultuous time for decades to come. For investors, however, a crucial investment lesson to be drawn is clear:  In the past 20 years, amid the tumult and difficulties, broadly diversifying paid off, and quite convincingly at that!

These are the chief findings of a study of the 12 asset classes for which risk and return data are available for at least 20 years. The author of the study, Craig Israelsen, Ph.D., is a professor of finance for over three decades and an expert on portfolio design.    

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This article was written by a professional financial journalist for Meg Green & Associates. and is not intended as legal or investment advice.

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