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Mar 06 2020

Are You “De-Worsified?”

  • Mar 6, 2020

The past 26 months have been wild ones for equity investors, but one could have essentially matched the S&P 500’s healthy return of +18.1% with a portfolio that was evenly split between the “fear” assets of Treasury bonds and gold. REITs have been solid, too, but EAFE and the Russell 2000 are now both total return losers since the beginning of 2018.

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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager