Interesting analysis. Just to clarify, does “fixed income investment” refer to individual bonds, annuities, or something else?This case study explores and compares the performance of diversified portfolios with bond ETFs and fixed return investments.
Also, I wonder if a time horizon of 20 years is long enough. For example, for the majority of this period (16 of the 20 years), rates on US bonds trended downward. How does this affect the outcome of the analysis?
Statistics: Posted by Gaston — Sat Jul 20, 2024 12:37 am