Stocks Better, Why Isn’t My Portfolio Much Better?
Not advice, dyor.
Simply, diversified portfolios would’ve reasonably allocated to bonds. As noted in the newsletter, since we changed platforms, it has not been a good period for bonds.
You can see this graph. Yellow is SPY, stocks, and blue is AGG, which is a diversified bond portfolio of USD-denominated bonds.
This is almost-unprecedented bond volatility, just sayin’. I stated “Bond Bloodbath” in this video.
So if you had a 50/50 portfolio, the two have basically negated one another. There’s your answer.
