Risk & return analysis
after an in-house wealth-planning tool
Risk & return analysis
10y assumptionsProposed 70/30Current portfolioAsset classes
NameRiskReturn
Asset classes
Cash & short-term0.6%0.4%
Government bonds3.4%1.6%
Corporate bonds6.1%3.2%
Domestic equity16.4%8.1%
International equity19.2%9.8%
Emerging markets24.6%11.4%
Global REITs17.8%6.9%
Commodities29.4%5.6%
Portfolios
Current portfolio6.4%3.2%
Proposed 70/3011.6%6.8%
Model assumptions · monthly data · not a forecast