My Pondering
What a fantastic infographic this is. It signifies various investment vehicles with their past performance.
I came across as my wife and I recently hired a Financial Planner / Coach – Geoff w/ Invst. I like for a few reasons:
1. It clear shows the top investment category for the recent past, in ascending rank.
By my quick count the lead classes:
Reits (Real Estate) – 6x
Small cap stocks – 4x
Large caps – 3x (probably going to win 2024)
Emerging Equity – 2x
2. Its neatly and colorfully organized
3. It shows our personal Asset Allocation historical performance comparatively via White Box and Black lines