With the first month of 2025 coming to a close, it’s a great time to look back at 2024 and review what investment type performed well.
For the second year in a row, large cap equity stocks were the best performing asset class. A classic investment mistake is to chase what performed well last year and over-invest in that area. While it’s rare for an asset class to be the best performing two years in a row; three years in a row is even more unusual. This is why it is important that you maintain your focus when rebalancing your portfolio. You always want to make sure you are evaluating the best allocations for you based on your risk and long-term goals.
