Looking at historical data, one can see that in the rising rate environment from 1940-1982, stocks tended to do better while in the meantime, bonds suffered. But are we in a similar era as in those years?
Looking at historical data, one can see that in the rising rate environment from 1940-1982, stocks tended to do better while in the meantime, bonds suffered. But are we in a similar era as in those years?
We have updated our brokerage specific mutual portfolios and several long term timing based advanced portfolios.
We discussed the long term bond correction and the weakness in fixed income assets.
We study 20/80, 35/65 and 50/50 stocks T-bonds balanced portfolios. Through a long 80 plus year history, we show that these balanced portfolios can weather a rising environment.