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What is Stock Returns with Bond Risk Profile about?

This article explores a portfolio of 5 ETFs that aims to provide stock-like returns with lower risk than bonds. Backtesting over 12 years found the portfolio had similar average annual returns to a stock-bond portfolio (9.2% vs 9.6%) but significantly lower drawdowns (11.1% vs 27.6%). The portfolio uses a simple risk reduction filter to shift assets when they fall below a moving average. Diversifying across stock size/style, bonds, and gold helped provide steady growth with reduced volatility.

Author

SG

Language

EN