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Balanced Portfolio: Rolling vs Quarterly Returns
By Ralph Goldsticker, CFA | 7 May 2019

Despite modest returns in recent months, trailing average returns of a balanced portfolio (60% ACWI, 40%  US Aggregate) have been increasing as the Financial Crisis fell out of the 10-Year calculation window.

 

 

 

 

 

 

 

 

 

 

 

 

Data source: Alan Biller and Associates, Bloomberg.

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