正文

More Bonds. Less Return. Every Time.

(2025-08-01 02:52:28) 下一个

35 Years of Portfolio Data Say the Quiet Part Out Loud

What happens when the portfolio mix weve trusted delivers exactly what its supposed tobut still disappoints?

?
This Chart Compares Stock/Bond Mixes from 100/0 to 0/100:

Rolling 1-Year Returns Since 1990
Most Recent 12-Month Results
Same Trend, Every Time

The more bonds in the mix, the lower the return.
Not just last year. Not just once.
For over three decades.

?
That doesnt make bonds bad.
It just makes the tradeoff clear:

Lower Risk Lower Reward

Every asset allocation choice is a decision to give something up.

What are you giving upon purpose or by default?

[ 打印 ]
评论
目前还没有任何评论
登录后才可评论.