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Writer's pictureAven

Smartie Box December 2023

The Smartie Box shows returns of different asset classes over varying periods of time.


Interesting comparing the long term average returns against the last couple of years.

If we look at the YTD currently is the assets class performances returning to normal?


Again the importance as to why having a balanced portfolio with varying asset classes is important to assist in achieving growth across longer periods.

Deciding the appropriate mix of asset classes to suite an individuals investment objectives and risk profile, and staying the course, will invariably result in better outcomes over the long term than trying to anticipate performances of asset classes from year to year.




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