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Missing/Avoiding the Best &Worst Days of S&P500 from 1993 to 2010
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Assuming that you can avoid the 10 worst days, you will have to do so in a way that does not have you missing the 10 best days. If you manage to avoid all of the worst days, but miss all of the best days too, then your portfolio performance will be close to buy & hold (minus transaction costs).
Source: Pension Partners, LLC, September 2010 , Michael A. Gayed
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Art and stockmarket returns, 1988-2014
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Artnet, June 2015
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Cumulative return profile of the Dow Jones Industrial Average 1899-2009
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Ned Davis – An independent, institutional financial strategy research firm.
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Technology/Telecoms Bubble of 1999/2000
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36% of MSCI World Index is
comprised of tech stocks
Schroder, MSCI
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Balanced Portfolio Strategies since 2000
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Lipper
|
Swiss Pension Funds Asset Allocation for the Last Eight Quarters
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Credit Suisse, 31.3.2015
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Nominal and Real Returns on Swiss Asset Classes 1900–2000
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Triumph of the Optimists: 101 Years of Global , Elroy Dimson, Paul Marsh, & Mike Staunton
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10-Year Government Bonds since 1985
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1985 - 2016
Thomson Reuters Datastream
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Allocation to property in UHNWI investment portfolios
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From 24% in North America to 40% in the Middle East
Source: The Wealth Report 2015, Knight Frank
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Pension Funds Asset Allocation 2014
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Towers Watson and secondary sources
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