Hennessy Cornerstone Mid Cap 30 Fund Portfolio Manager Brian Peery discusses recent shifts in
performance among assets classes and makes the case that mid-cap stocks.
Over time, as market conditions change, investment
performances among asset classes change but not in the same amount at the same time.
Not exact matches
History shows that the relative
performance among different
asset classes often spans a very wide range.
Over the long term, stocks provide the highest average
performance among major
asset classes.
Consider these risks before investing: Allocation of
assets among asset classes may hurt
performance.
Allocation of
assets among asset classes may hurt
performance, and efforts to diversify risk through the use of leverage and allocation decisions may not be successful.
Allocation of
assets among asset classes may hurt
performance.
In the Robo Report, published quarterly, it recounts the
performance of each account, as well as how investments are divided
among major
asset classes (U.S. stocks, foreign stocks, bonds and cash).