With all the uncertainty about Russia, many are worried about us going into another downturn. So, in this video I discuss the history of downturns and how that history applies today.
*Historical Performance of Indices
Advisory fees charged to Paul Winkler Inc. (PWI) clients, whether directly or indirectly through a mutual fund, are described in PWI and Matson Money’s Form ADV Part 2A. Past performance is no guarantee of future results. Portfolios cited are PWI 60/40 diversified and 95/5% stock v. bond portfolios.
This Presentation includes historical performance information from various global stock market indices. Market performance information is included in this presentation solely to demonstrate the potential benefits historically associated with diversification of asset classes and does not represent or suggest results PWI would or may have achieved when managing client portfolios. Investors cannot invest in a market index directly, and the performance of an index does not represent any actual transactions.
Historical stock market information is derived from returns software created by Dimensional Fund Advisors LP (DFA). DFA is a registered investment adviser that, among other things, specializes in and sells statistical market research and mutual fund management. DFA obtains some of its market data from the Center for Research & Security Pricing (CRSP), part of the University of Chicago’s Booth School of Business (Chicago Booth).
Backtested Historical Performance
This Presentation includes historical performance information from various global stock markets and registered open-end investment companies or “mutual funds”. Some slides describe hypothetical portfolios that are derived from various market indices described more fully in the References to Indices section of the endnotes.
Why Does PWI Utilize Hypothetical Backtested Performance?
Slides that depict hypothetical backtested performance are used by PWI for pedagogical or educational purposes only and are intended only to demonstrate how the market (or various segments of the market) has historically behaved as well as the benefits of diversification. PWI also seeks to educate investors on the general strategy of focusing on capturing market returns, utilizing various asset classes to remain broadly diversified, and highlighting the benefits of eliminating stock picking, track record investing, and market timing. In some cases, PWI may utilize backtested historical performance to depict what the firm feels investors should seek to avoid (namely, stock picking, track record investing, and market timing). PWI does not configure, alter, or otherwise use hypothetical back-tested model portfolios in an attempt to artificially enhance or impair performance, does not link hypothetical performance with actual performance, and attempts to apply the hypothetical data based on objective criteria consistently applied throughout the presentation.
Historical Performance of Indices
Advisory fees charged to Paul Winkler Inc. (PWI) clients, whether directly or indirectly through a mutual fund, are described in PWI and Matson Money’s Form ADV Part 2A. Past performance is no guarantee of future results. Portfolios cited are PWI 60/40 diversified and 95/5% stock v. bond portfolios.
This Presentation includes historical performance information from various global stock market indices. Market performance information is included in this presentation solely to demonstrate the potential benefits historically associated with diversification of asset classes and does not represent or suggest results PWI would or may have achieved when managing client portfolios. Investors cannot invest in a market index directly, and the performance of an index does not represent any actual transactions.
Historical stock market information is derived from returns software created by Dimensional Fund Advisors LP (DFA). DFA is a registered investment adviser that, among other things, specializes in and sells statistical market research and mutual fund management. DFA obtains some of its market data from the Center for Research & Security Pricing (CRSP), part of the University of Chicago’s Booth School of Business (Chicago Booth).
Backtested Historical Performance
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This Presentation includes historical performance information from various global stock markets and registered open-end investment companies or “mutual funds”. Some slides describe hypothetical portfolios that are derived from various market indices described more fully in the References to Indices section of the endnotes.
Why Does PWI Utilize Hypothetical Backtested Performance?
Slides that depict hypothetical backtested performance are used by PWI for pedagogical or educational purposes only and are intended only to demonstrate how the market (or various segments of the market) has historically behaved as well as the benefits of diversification. PWI also seeks to educate investors on the general strategy of focusing on capturing market returns, utilizing various asset classes to remain broadly diversified, and highlighting the benefits of eliminating stock picking, track record investing, and market timing. In some cases, PWI may utilize backtested historical performance to depict what the firm feels investors should seek to avoid (namely, stock picking, track record investing, and market timing). PWI does not configure, alter, or otherwise use hypothetical back-tested model portfolios in an attempt to artificially enhance or impair performance, does not link hypothetical performance with actual performance, and attempts to apply the hypothetical data based on objective criteria consistently applied throughout the presentation.
