How long can the unexpected continue?
Paul begins this podcast by reviewing long-term returns of the 4 major equity asset classes for the 94 years ending 2021, before moving on to the focus of the podcast: our quilt charts. The most useful single table, of all the tables created by Daryl Bahls, Director of Analytics for The Merriman Financial Education Foundation, is entitled, “U.S. 4 Asset Classes and 4-Fund Combo Relative Performance Rankings (1928-2019). The table offers many important lessons to give investors an improved set of return expectations.
The brightly colored years, including each year’s return, make it easy to see…
The skinny
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