Sep 14 2008
Asset Allocation Performance Spreadsheet Available
Investors will find the Asset Allocation Performance Spreadsheet of interest. Move to the right-hand edge of this page, scroll down to Links and click on the second option. Download the Asset.xls spreadsheet. If you have questions, post them in the Comments section of this entry.
The spreadsheet includes data on eight different asset classes beginning in 1989. Be sure to check out all three worksheets. The first includes the RAW data. Performance shows how the asset classes rank from year to year and the third worksheet shows the “Horizontal Performance” or how well each asset class performed over the period studied.
Lowell Herr
Photograph: Mark Twain sculpture
Additional portfolio management insights are available via Premium Content for $5.00 per month through December 31, 2009.
Sphere: Related Content
