Herramienta de Comparación de Clases de Activos
Key Financial Terms
Understand the essential concepts behind this calculator
Preguntas Frecuentes
Preguntas comunes sobre Herramienta de Comparación de Clases de Activos
La herramienta le ayuda a comparar los rendimientos históricos de distintos tipos de inversión, como acciones, bonos e inmuebles, para que pueda tomar decisiones informadas sobre dónde invertir su capital.
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Sources & References
Long-Term Asset Class Returns (1926-2024)
U.S. Large-Cap Stocks: ~10% annually. Long-Term Government Bonds: ~5-6%. Treasury Bills: ~3%. Real Estate (REITs): ~9-10%. Returns vary significantly by period.
Asset Class Correlation and Diversification
Assets with low or negative correlation provide diversification benefits. When stocks fall, bonds often rise (negative correlation). REITs and commodities provide partial stock market hedges.
No Asset Class is Always Best
Asset classes cycle through periods of outperformance and underperformance. Chasing last year's winners typically results in buying high. Diversification across multiple classes is the prudent approach.
⚠️ No Asset Class is Always Best