Emerging markets are an important part of a well-diversified global equity portfolio. However, recent history reminds us that they can be volatile and can perform differently than developed markets.
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Q4 2019 Market Report
What a great year and Q4!
For the year:
US Stocks (Russ 3000) +31%.
Other Developed Countries +22.5%
Emerging Markets +18%
Global Real Estate +23%
US Bonds: +8.7%
Bonds Outside USA: +7.6%
The 4th quarter alone was a "good year"! Our model portfolios were up 3.3% (most conservative) to 9.0% (most aggressive). For financial planning purposes, the estimate of 8%/year which would be 2%/quarter is often used for long term market returns. Our most conservative portfolio beat 2% handily in Q4. Of course we expect the "market" to be above and below 2%/quarter in any one quarter and rarely right at 2%.
See our usual Detailed Market Report here and our Model Portfolio Report here.