Alternatives Hypothetical Allocation Tool

Use our Alternatives Hypothetical Allocation Tool to obtain a quick overview of how implementing alternative investments (or alts) into your portfolio may potentially affect returns. Compare a portfolio of stocks, bonds and cash to a similar portfolio containing alts to see how they affect the overall potential risk and return over a specific timeframe.

Compare a portfolio of stocks, bonds and cash to a similar portfolio containing alts to see how they affect the overall potential risk and return over a specific timeframe. Get Started below.

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Some strategies to consider during various secular cycles include:

Secular Bull Market
  • Relative Returns1
  • Wealth Accumulation
  • Correlating Assets2
  • Buy and Hold
Secular Bear Market
  • Real Returns1
  • Wealth Preservation
  • Noncorrelating Assets2
  • Dynamic/Alternative Approach3


Performance displayed represents past performance, which is no guarantee of future results. The information provided here is intended to be general in nature and should not be construed as investment advice nor a recommendation of any specific security or strategy. Index information is provided for illustrative purposes and is not meant to represent the performance of a fund. The index annual total returns do not reflect any management fees, transaction costs or expenses. The indices are unmanaged and are not available for direct investment. Data Source: Calculated by Guggenheim Investments using information calculated by FactSet. There are special risk considerations with each of the strategies mentioned and they are not suitable for all investors. None of the investment strategies can guarantee a return in a declining market. Additionally, an investor could lose all or a substantial amount of their investment. For more information about these strategies and their risks, please consult your financial advisor. *Diversification neither assures a profit nor eliminates the risk of experiencing investment losses.



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This website is directed to and intended for use by citizens or residents of the United States of America only. The material provided on this website is not intended as a recommendation or as investment advice of any kind, including in connection with rollovers, transfers, and distributions. Such material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. All content has been provided for informational or educational purposes only and is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. Investing involves risk, including the possible loss of principal.