How Should Investors Think About Global Performance?

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Dimensional’s Jake DeKinder and Mark Gochnour discuss realized vs. expected returns, the behavior of the premiums, and a global perspective on investing. 

Recording Time Stamps
(2:21) S&P 500 as a performance measurement
(7:40) Recent bond performance compared to stocks
(11:50) Value stocks vs growth stocks
(14:39) Global stock performance
(23:07) A globally diversified portfolio: stocks and bonds
(29:25) Additional market commentary resources

Recorded on April 9, 2020.

Equius Partners is a Registered Investment Advisor. Please consider the investment objectives, risks, and charges and expenses of any mutual fund and read the prospectus carefully before investing. Indexes are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio.

Past performance is not a guarantee of future results. This information is provided for educational purposes only and should not be considered investment advice or a solicitation to buy or sell securities. There is no guarantee an investing strategy will be successful. Investing involves risks, including possible loss of principal. Diversification does not eliminate the risk of market loss.

© 2020 Equius Partners, Inc.

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