It is the 15th of September 2019

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Why We Need a Much Better Plan Than Diversification to Survive the Next Couple of Years

The first time I’ve made the above claim was well over a decade ago, and I’ve stated it many times since, and this time probably won’t be the last time I discuss this topic. However, this year is an especially easy year to make this argument. If commercial fund managers are so insistent that diversification strategies work, then why have the bulk of them completely ignored the best performing asset class of 2016? What kind of diversification is that? (I will refute some of the better-known arguments in response to this question later in this article, so stay tuned.)

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Why We Need a Much Better Plan Than Diversification to Survive the Next Couple of Years

The first time I’ve made the above claim was well over a decade ago, and I’ve stated it many times since, and this time probably won’t be the last time I discuss this topic. However, this year is an especially easy year to make this argument. If commercial fund managers are so insistent that diversification strategies work, then why have the bulk of them completely ignored the best performing asset class of 2016? What kind of diversification is that? (I will refute some of the better-known arguments in response to this question later in this article, so stay tuned.)

Read More

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