As recently as 30 years ago, investors could rely on a simple portfolio of fixed income and cash to reap a 7.5% return with minimal risk. To receive the same outcome today, a portfolio needs to be spread across many different classes with a standard deviation jumping from 3.1% to 18%, that’s nearly six times the risk.1
The More Risk for the Same Return infographic helps you serve clients who have a difficult time understanding why investing isn’t what it used to be. Click the button to view it now.
1Source: Callan 2019