The purpose of the information on this page is to help do it yourself investors understand the relationship between short term risk and long term return using the Sound Investing Equity Portfolios. Each table compares the risk and return of each equity portfolio — as well as the risk and return of each equity and fixed income combination. We call these the Fine Tuning Tables as the hope is an investor will find the right combination for their need for return and risk tolerance.
Article
Stock market making you nervous? How to control your investing losses
Podcast
Fine Tuning Your Asset Allocation 2023
Video
Fine Tuning Your Asset Allocation 2023
Tables
Fine Tuning Tables (50-50) – 2023
Fine Tuning Tables (70-30) – 2023
Disclosures
Data Disclosure Notice – Funds (1970-Present)
Data Disclosure Notice – Indexes (1928-Present)
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