In 2013, equities (stocks) increased on value by approximately 26% according to the S&P500 index. Bonds on the other hand were down almost 4% according to the Barclay’s Aggregate Bond Index. Without rebalancing, it is likely that portfolios have become more weighted towards equities in 2013. Now is the time to make sure your investments haven’t lost their balance.
All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Asset allocation does not ensure a profit or protect against a loss.