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The asset allocation conundrum

A traditional balanced portfolio calls for a 60/40 combination of stocks and bonds, but there are times when deviation is needed

FOR the last six decades, the science of investing embraced Modern Portfolio Theory and the trade-offs for risk-adjusted returns in different asset classes. The theory was that a combination of US stocks and US bonds in a 60/40 proportion amounted to a balanced portfolio. The volatility of...

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