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Investing

Optimising the All-Weather portfolio [Mavens]

For MAVENS and MOGULS by The AccumulatorSeptember 24, 202425 Comments
A chart showing the All-Weather portfolio's annual returns vs the 60/40 portfolio and 100% equity (1934-2023)

The All-Weather portfolio is reputedly better than conventional portfolios at balancing our need to take investing risks while at the same time cushioning us from the worst of:

  • Recessions
  • Inflationary shocks
  • Terrifying stock market crashes

We tested these claims in our All-Weather portfolio explainer post. We concluded that the strategy really has delivered over the long-term, reaching back to the 1930s.

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diversification asset allocation Mavens model portfolios all-weather portfolio
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Disclaimer

When investing, your capital is at risk and you may get back less than invested. Past performance doesn’t guarantee future results. All content is for informational purposes only. I make no representations as to the accuracy, completeness, suitability or validity of any information on this site and will not be liable for any errors or omissions or any damages arising from its display or use.

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