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Jan 08 2021

Rewarding “Perfect Foresight”

  • Jan 8, 2021

The AANA Portfolio could be viewed as representing one extreme of the asset allocation continuum—in which no knowledge of comparative asset valuations or economic conditions is assumed (or, at least, imparted). At the opposite pole would be the clairvoyant speculator who puts all of his or her eggs into one basket and holds that basket for the entire year.


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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager