We analysed U.S. versions of the three Investors Chronicle Ideal Portfolios (cautious, balanced and adventurous strategies – see diagram for allocations). There was also a complex adventurous portfolio that specified S&P 500 holdings, spread the equities allocation internationally, and added a property exposure to US real estate. The portfolios were assessed according to a standard measure of value at risk (VaR) and the proprietary SmartRisk™ model.
Read more: IC – The value of risk management
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