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Wednesday, April 28, 2010

BlackRock Asset Class Returns (Part I)

This is a closer look at the BlackRock Sector Returns. I believe this is one of the most useful charts for a do-it-yourself investor to look at and understand. Thus , I will have a couple of posts referring to it. Full size chart.


  1. I love these charts. Every serious investor should have a copy.

  2. I agree. In fact, I'm eventually going to look at 3 year rolling returns based on the numbers in the table. Shorter returns are useful for retirees. Many times they reach the so-called "number" and figure that 4% of that portfolio value will give them the income they need. Then they hit a rough market and it can get scary. Many times people gloss over this.