Key points
- Asset allocation—the mix of stocks and bonds—strongly shapes long-term return potential and investment risk.
- Historically, portfolios with higher return potential have faced deeper drawdowns, longer recovery periods, and greater uncertainty—especially over short time periods.
- Understanding the trade-off between risk and return is key to setting expectations and aligning portfolios with goals and risk tolerance.
- By reviewing the history of portfolio mix, growth, and time horizon, this presentation aims to help investors decide the right level of risk to take for meeting long-term objectives.
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