This issue looks at how the mix between bonds and stocks shapes long term outcomes. Using data from February 1979 to November 2025, the chart shows best, worst and average annual returns for portfolios ranging from 100% bonds to 100% stocks. Too little stock market risk and your portfolio may struggle to keep pace with inflation; too much risk and sharp drawdowns can tempt investors to act at the wrong time. Striking the right balance is essential, and it is not a 'set and forget' decision.
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