CONSIDER AN ACTIVELY MANAGED FUND THAT WILL GIVE YOU BROAD PORTFOLIO DIVERSIFICATION

January 15, 2016

CONSIDER AN ACTIVELY MANAGED FUND THAT WILL GIVE YOU BROAD PORTFOLIO DIVERSIFICATION

  • BlackRock Global Allocation Fund vs. FTSE World Index (Since 2/89 Inception)
  • Equity-like returns: Upside Capture: 70%
  • Less than market risk: Downside Capture: 43%

Watch the related WEALTHTRACK episode.


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