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WEBMASTER NOTE:
AAII.com has temporarily reverted back to its old site and may contain old data. |
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Saturday, July 31, 2010 |
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Our portfolio management area is an unbiased educational resource for anyone interested in asset allocation and portfolio building. New to AAII? To jump start your visit, be sure to check out the following open areas: the portfolio management resource box (below), our asset allocation download library, our portfolio management FAQs and free site registration.
AAII's portfolio management area is your key to successful investing.
Site Registration | Join AAII
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PORTFOLIO MANAGEMENT RESOURCES
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PORTFOLIO OBSERVER
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 | The Portfolio Observer is an ongoing research effort that reports on asset allocation and diversification strategies for our members.
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| Return Data as of 6/30/2010
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| Investment Benchmarks |
1 yr |
5 yrs |
10 yrs |
| Large-Cap Stocks |
14.33% |
-0.87% |
-1.67% |
| Mid-Cap Stocks |
24.29% |
1.83% |
4.84% |
| Small-Cap Stocks |
25.06% |
1.34% |
3.85% |
| International Stocks |
4.59% |
0.77% |
-0.55% |
| Emerging Markets Stocks |
22.09% |
11.78% |
10.09% |
| Intermediate Bonds |
8.26% |
6.12% |
6.92% |
| Short-Term Bonds |
3.10% |
4.52% |
4.83% |
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You’ve carefully weighed in your own mind how you want your retirement portfolio to look: just the right amount of your assets allocated to stocks versus fixed-income investments. You feel comfortable with the growth/income and risk profile of your investment portfolio, and you have carefully diversified your assets over all the investment categories, and even within each category. Then, inevitably, the market jumps up or down, and your investment portfolio is thrown completely off balance. What should you do?
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