Conservative Portfolio Outperforms Market Benchmarks
Translated & summarized from TheMarker by baba
A conservative investment portfolio at Bank Jerusalem, with 70% bonds and 30% stocks, has returned about 60% since September 2022. This performance surpassed major stock indices like the S&P 500 and TA-125, which rose 100% and 91% respectively. Bond indices Tel Bond Shekel and Tel Bond 60 saw smaller gains of around 18-19%. The portfolio's success highlights the value of long-term investment strategies.
The story in 6 lines · by baba
- A conservative portfolio at Bank Jerusalem returned 60% since September 2022.
- The portfolio was allocated 70% bonds and 30% stocks.
- The S&P 500 index rose 100% and TA-125 rose 91% in the same period.
- Bond indices Tel Bond Shekel and Tel Bond 60 gained about 18-19%.
- Guy Almog, Head of Investment Advisors, built the portfolio.
- Almog stressed the importance of long-term persistence.
A conservative investment portfolio constructed in September 2022 by Guy Almog, Head of Investment Advisors at Bank Jerusalem, has yielded a weighted return of approximately 60% since its inception. The portfolio was allocated with 70% in bonds and 30% in stocks. In the same period, the S&P 500 index rose by about 100%, and the TA-125 index increased by 91%. The Tel Bond Shekel index saw a gain of approximately 19%, while the Tel Bond 60, which is linked to the consumer price index, also rose by about 18%. Almog emphasized the importance of long-term persistence in investing.