Experiential Wealth


A Word About Return Probability

Nov 16, 2013 | Everything Else, Institutions, Opinions, Plan Sponsors

In this presentation by the Chao & Company team, we want to use market data to illustrate that:

  • Investing is subject to sequence risk (enter and exit points) and historical data is subject to end-point bias.
  • Allocating more to equities may not always deliver on the “higher” return expectation.
  • Average return does not equate a high probability (degree of certainty) of achieving the desired outcome of higher return.
  • Portfolio risk management matters.

Click the thumbnail below to download the full presentation.