tag:blogger.com,1999:blog-22517597.post6817077919220883136..comments2024-03-03T11:13:39.377+11:00Comments on Moomin Valley: Why Not Just Invest in Stock Index Funds?mOOmhttp://www.blogger.com/profile/03440274434662150925noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-22517597.post-82989521416628032832020-01-29T11:37:21.400+11:002020-01-29T11:37:21.400+11:00Then again, although this seems to show same perfo...Then again, although this seems to show same performance for lower risk, the reality is that this particular period included the worst global recession since the Great Depression, so would be expected to adversely impact portfolios with higher risk-return, and give a relative advantage to a portfolio that has a lower risk-return.<br /><br />Over the longer term (or some other period (eg. 1990-2005) I'd expect your target portfolio to have lower volatility than, say, the Vanguard High Growth Index Fund, but also to underperform it. And to (possibly) get similar return to an index fund that has a similar volatility (eg. Vanguard Growth Fund)?enoughwealth@yahoo.comhttps://www.blogger.com/profile/09371028394685288035noreply@blogger.comtag:blogger.com,1999:blog-22517597.post-91791242943771908672020-01-28T03:58:39.754+11:002020-01-28T03:58:39.754+11:00Hi mOOm,
A picture is worth a thousand calculatio...Hi mOOm,<br /><br />A picture is worth a thousand calculations. I appreciate attention to the comment and time you took to explain <br />why do you balance your portfolio against the perceived risks. I would probably will consider something similar when I will be 10 years out from desired retirement / financial independence date.<br /><br />I think from 2009 we had good last decade, hence its explains reasonably stable upward looking graph.<br /><br />Separately thank for sharing the portfoliocharts site, I found it provocative and enabling me to look differently on my existing portfolio.<br /><br />Financial Independencehttp://www.niterainbow.comnoreply@blogger.com