How Strategic Asset Allocation And Rebalancing Worked In The 12 Months Ended June 30

Published Friday, July 28, 2017 at: 7:00 AM EDT

A year ago, U.S. stocks were the top performers among major global stock markets. Over the past 12 months, a total turnabout occurred. In the 12 months ended on June 30, 2016, China's stock market had sustained a loss of 21.2% and U.S. stocks were big winners among major global stock markets.In the 12 months ended June 30, 2017, the turnaround occurred and U.S. stocks were the laggards while China roared ahead. The turnabout offers important insight into why rebalancing and strategic asset allocation are so crucial to investment success. In the 12 months ended June 30, 2017, China's...

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This article was written by a veteran financial journalist based on data compiled and analyzed by independent economist, Fritz Meyer. While these are sources we believe to be reliable, the information is not intended to be used as financial advice without consulting a professional about your personal situation.

Indices are unmanaged and not available for direct investment. Investments with higher return potential carry greater risk for loss. Past performance is not an indicator of your future results.

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