Fine Tuning Your Asset Allocation

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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