Complete Wealth Intergration
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Complete Wealth Intergration
- 1. COMPLETE WEALTH INTEGRATION Integrity * Independence * Innovation Weaver Tidwell Wealth Management
- 5. C O M P R E H E N S I V E A D V I C E & D I V E R S I F I E D P O R T F O L I O S
- 6. T H E I M P O R T A N C E O F D I V E R S I F I C A T I O N Annual Asset Class Performance in Last 15 Years *Average portfolio assumes an equal investment in all noted asset categories.
- 7. R I S K V E R S U S R E T U R N Stocks and Bonds 1970–2004 Risk is measured by standard deviation. Return is measured by arithmetic mean. Risk and return are based on annual data over the period 1970–2004. Portfolios presented are based on modern portfolio theory. Risk 9% 10% 11% 12% 13% 11% 13% 15% 16% 17% 18% 100% Bonds 25% / 75%:Minimum Risk Portfolio 50% / 50% 60% / 40% 80% / 20% Maximum Risk Portfolio: 100% stocks 12% 14%
Notas do Editor
- Stocks and bonds: risk versus return 1970–2003 An efficient frontier represents every possible combination of assets that maximizes return at each level of portfolio risk and minimizes risk at each level of portfolio return. An efficient frontier is the line that connects all optimal portfolios across all levels of risk. An optimal portfolio is simply the mix of assets that maximizes portfolio return at a given risk level. This image illustrates an efficient frontier for all combinations of two asset classes: stocks and bonds. Although bonds are considered less risky than stocks, the minimum risk portfolio does not consist entirely of bonds. The reason is because stocks and bonds are not highly correlated; that is, they tend to move independently of each other. Sometimes stock returns may be up while bond returns are down, and vice versa. These offsetting movements help to reduce overall portfolio volatility (risk). As a result, adding just a small amount of stocks to an all-bond portfolio actually reduced the overall risk of the portfolio. However, including more stocks beyond this minimum point caused both the risk and return of the portfolio to increase. The information presented herein is for illustrative purposes only and not indicative of any investment. The data assumes reinvestment of all income and does not account for taxes or transaction costs. Diversification does not eliminate the risk of experiencing investment losses. Risk is measured by standard deviation. Standard deviation measures the fluctuation of returns around the arithmetic average return of the investment. The higher the standard deviation, the greater the variability (and thus risk) of the investment returns. Risk and return are based on annual data over the period 1970–2003. The portfolios presented in the image are based on modern portfolio theory. Government bonds are guaranteed by the full faith and credit of the United States government as to the timely payment of principal and interest. Bonds in a portfolio are typically intended to provide income and/or diversification. U.S. government bonds may be exempt from state taxes, and income is taxed as ordinary income in the year received. With government bonds, the investor is a creditor of the government. Stocks are not guaranteed and have been more volatile than bonds. Stocks provide ownership in corporations that intend to provide growth and/or current income. Capital gains and dividends received may be taxed in the year received. An investment cannot be made directly in an index. Past performance is no guarantee of future results. Source: Stocks—Standard & Poor’s 500 ® , which is an unmanaged group of securities and considered to be representative of the stock market in general; Bonds—20-year U.S. Government Bond.