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Given the questions raised over market valuations and their sustainability, the longer one rides the ups and downs of the market, the better the returns over the long term.
While rolling returns refer to the annualised average returns for a time period, trailing returns indicate annualised returns from one point to another. While examining a fund’s historical returns, rolling returns are seen as a better indicator
Such a portfolio returned a compound annual growth rate (CAGR) of 12.2% over the 1990-2023 period, with a standard deviation of 14.3%, according to the study.
Gold does not beat equity over a multi-decade period, but it is a great diversifier in the portfolio
Gold does not beat equity over a multi-decade period, but it is a great diversifier in the portfolio