Investors should avoid complacency, as higher volatility brings new opportunities.
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The views expressed are the views of Kishore Karunakaran and Chee Ooi through September 16, 2022, and are subject to change based on market and other conditions. This document contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Investing involves risk including the risk of loss of principal.
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The sample 80:60 portfolio returns shown in Figure 1 are based on the returns of the underlying market indices in the proportions shown. The returns of the “80:60” strategy were achieved by multiplying positive monthly returns by 80% (0.8) and negative monthly returns by 60% (0.6). Months with performance of 0% remained as such.
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Exp. Date: 09/30/2023