A bit of free stuff from Sungarden. Updated every Wednesday.
Latest Sungarden Headlines
Our word gets around. Here’s a summary.
Investment Climate Indicator™
The "ICI" is like a market weather forecast. Every investment has the potential to increase in value at any time. But how much risk are you taking to pursue that return? We analyze that tradeoff for the global investment markets, and summarize it in a single picture.
Take Risk Off This Table!
How have different investment risk levels performed over time?
Annualized All Time Total Returns
Annualized Standard Deviation
iShares Core Aggressive Allocation ETF
iShares Core Growth Allocation ETF
iShares Core Moderate Allocation ETF
iShares Core Conservative Allocation ETF
Inception Date: 11/4/2008
Data through: 10/29/2021
Current Reading: Complacency
Where Are You In The Investor Learning Curve?
The Investor Learning Curve™ quiz coming soon
Join our mailing list to get quick weekly headlines from Sungarden.