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Dec 07 2022

“The Streak” Is In Jeopardy…

  • Dec 7, 2022

With less than a month to go, our hypothetical All Asset, No Authority (AANA) Portfolio seems likely to beat the S&P 500 on an annual basis for the first time since 2011. However, it’s doubtful that many real-world, institutional multi-asset portfolios were as heavily exposed as AANA to the best-performing assets—commodities and gold.


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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager