Adding Alternatives Can Result in a More Attractive Portfolio

SPDR S&P 500 ETF SPY and iShares Core U.S. Aggregate Bond ETF AGG data is used for all time periods. Portfolios are hypothetical and assumed to be rebalanced monthly. The "With Alts" portfolio is based on Burney Wealth Management's Moderate portfolio that adds managed futures and private credit to the asset mix. All returns are nominal.
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