The ETF Portfolio Strategist: 02 MAR 2025
Risk assets remained on the defensive last week, but the value of global asset allocation was shining.
Diversifying across asset classes was relatively resilient, particularly for conservative- and moderate-risk strategies. Using a set of four global asset allocation ETFs highlights a modest rise for the conservative portfolio (AOK) and a flat performance for the moderate strategy (AOM). Growth (AOR) and aggressive (AOA) fell, but overall it was a solid week that kept all four funds in the positive column with year-to-date gains in the mid-2% range while stocks around the world took a hit.