PRISM: Prioritizing Your Goals

AAII Asset Class Heat Map (2012-2021)

Click the attachment below to view the asset class heat map pdf.

Asset Class Group Performance: Large Caps Lead in 2021

by Charles Rotblut

One of the arguments in favor of diversification is that it increases the odds of being allocated to the right asset class group at the right time.

Last year, being allocated to large-cap stocks paid handsomely. Large-cap stocks delivered a 28.7% gain. This return bested the performance of the other asset class groups comprising the AAII Asset Allocation Models.

Click here to read the full AAII Journal article