This type of chart is always interesting in what it says and what is doesn’t say.
Lots of volatility the past 5 years, but some only view volatility as a negative. Not true. Volatility cuts in both directions.
Holding periods have some say in the matter of determining “good or bad” performance. Modern Portfolio and Efficient Frontier advocates implore you to simply rebalance every so often and all will be well.
A recent FINRA test made sure I knew the difference between “tactical” and “strategic” allocation strategies. You might want to be aware of the difference in these two strategies also.
Dave Ramsey, back during the first 10 years of this century was always trashing “gold…” maybe he still is? Regardless, just for your edification I would encourage you to hit the link below and adjust the starting point as 1/1/2000.
https://www.macrotrends.net/2608/gold-price-vs-stock-market-100-year-chart
We are living in interesting time!
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