Outil de comparaison des classes d'actifs
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Cet outil vous aide à comparer les rendements historiques de différents types d’investissements comme les actions, les obligations et l’immobilier, afin de prendre des décisions éclairées sur l’allocation de votre 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