Investing

The 60/40 Dogma

We discussed the danger of dogmatic investing last week. One of the investing dogmas of the past 30 years or so is the 60/40 portfolio as the go to portfolio for the masses. The portfolio is constructed of 60% stocks and 40% bonds and is designed to grow, via stocks, during an up-market and to …

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Investing

Doing What Works

Dogma is defined as a principle or set of principles laid down by an authority as incontrovertibly true. Incontrovertible is a strong adjective, reflecting rigidity and lack of flexibility. Absolute truths such as the sun rises in the east and sets in the west or that water is made up of two hydrogen atoms and one …

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Investing

A Tug-of-War for the Ages

We’ve had quite the roller coaster ride so far in 2020. Between the February/March drop in the market to the subsequent bounce to today’s big sell-off, a monumental struggle is underway as investors try to make sense of the present and, more importantly, the future. What’s been made abundantly clear, yet again, is that nobody …

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