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Beware The Balanced Portfolio
While we are told that QE was "easing" but tapering is not tightening, it is worth remembering that "conventional" balanced portfolios have performed dramatically worse when the Fed is not easing. However, what is more worrisome for the 60/40 crowd is the following chart as "excess" returns suggest a period of disappointing performance lies ahead. As we've asked before, is this as good as it gets?
Source: Wadhwani Asset Management
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Balanced portfolio: 50% gold, 50% silver.
You forgot the copper jacketed lead. :~)
Meanwhile... fuck John Boehner and Paul Ryan.
100% federal administrative accounting bitches!
Balanced portfolios CANNOT work in a CB controlled market where the rationale is NOT arbitrage; but skewed investment to protect status quo of the most corrupt nature.
The fallacy of the PAST has now compromised the future and all rationality is subjected to this cardinal principle : save the Emperor even without his clothes...
Hickory dickery docs (PHDs) the bitch (Yellen) was sucking Wall Streets cock.
They invested in the two (stawks & bonds), she lied like a joo,
And now everyone is living in a box.
Ohhhh!
EDIT: Should I have used banker and wanker?
I see someone didn't learn the lesson of Francis the Bigot. How predictable.
"To learn who rules over you, simply find out who you are not allowed to criticize."
Never attribute to malice that which is adequately explained by stupidity. - Particularly fitting for @dick cheneys ghost, no doubt.
vastdom, go cry urself to sleep.........
~~~
Just before doing so he curls up in the fecal position.
Go read your talmud!
-signed "the goy"
@Colonel Klink
Bigot Troll Rating: 0
Issues: Subject assumes religious connotations towards experimentor, while upholding his stance as a student of bigotry. This is irrelevant, as the focus towards the behavior patterns were clearly against the subject, who then uses a simple turn to deflect such observations, no doubt embarrassed by being called out on the same.
The best thing about it is I never had an antisemitic thought before the crisis of 2008. Upon educating myself about the many who run the financial ponzi, I changed my beliefs. Essentially my dislike for the zionist element was a creation by their own actions. Yet "they" lament being the ones persecuted, while they create the hatred by their own hand.
@ Exponere Mendaces CUNT rating: Off the chart
So you can FOADIAF.
@Colonel Kook
Ah, the old "I was never < objectionable person > until THEY MADE ME >" argument. Did you lift that from an old DC Comic? Its so... supervillany... So sorry you don't appreciate my rating, I suppose to someone like you, you can't be rated - you're such a special snowflake of hatred, it isn't possible.
Yep, you're just too smart for me. /sarc
I'll just leave this here:
"Fidelity now allows clients to put bitcoins in IRAs"
http://blogs.marketwatch.com/thetell/2013/12/11/fidelity-now-allows-clie...
Balance achieved.
Another bitcoin douche. Go back to the bitcoin forum you're a member of douchebag.
Everyone can google Exponere Mendaces and see what I mean.
@colonel twink
Apparently I scooped Tyler, who is now posting about Fidelity. Its okay, that burning shame you feel is your world changing around you, as Bitcoin subsumes everything you thought would never be altered...
Only burning shame I have is that I must share the air with fecal matter like you. I couldn't give a rat's ass about bitCON.
EMBO!
I'll let the Tyler's fight their own battles. Last time I checked it was their blog. Good luck with that one!
Your arrogance and hubris has subsumed your thinking patterns into a fractal mass of conflicting impulses.
@Exponential manure
FWIW, I saw the Fidelity/bitcoin article before you posted anything here. The only scoop you have seems to be for shoveling the crap you spew out of the asshole you call a mouth.
Please use some of that bitcoin you have, purchase a dildo, and go fuck yourself!
I'm done with you.
@Colonel Klink
And yet, you can't stop posting. Again and again, to reply you're "done" with me.
Such self control! You must be a riot at christmas parties :)
Wow, that 15% return line is the kiss of death!
US domestic Treasury holdings of notes / bonds (x-Fed) has remained about $2.5 T since '00...given this, what percentage allocation do all the institutional folks have to non 2.7% 10yr yielding stuff to get closer to their 7% return assumptions...I have a feeling they are heavily overweighted again reaching for yield...
I don't believe even the Fed can keep rates low forever [even if they are naive enough to wish to do this], but they can merely delay the inevitable rise in rates that will eventually occur [and probably make the rise larger].
All [supposedly-]free-markets; in which a government or government-sponsored entity has ever attempted to subsidize, cap the price moves of, increase the affordability of, or otherwise change the price from what it would have been otherwise . . . all such markets have always [eventually] reverted to where the price moved in the opposite direction from which the government or government-sponsored entity attempted to [supposedly, according to its supporters] move it. At least that is the case regarding everything else but central banks manipulating interest rates (and currencies), so far, I think. ['In my opinion, and as I was taught in undergraduate freshman macroeconomics 101 at a public university in the US more than 20 years ago.]
'Subsidize higher education and . . . guess what! Tuition goes up! Cap gas prices and . . . guess what! Suddenly, gasoline effectively becomes infinitely expensive because it cannot be obtained in sufficient quantities [if any at all]. Try to put a floor on wages . . . guess what! A significant number of people [at least if you are one of them] are transferred from low wages to no wages! Try to make healthcare more affordable [using any means other than fiscal measures which organically increase affordability by reducing governmental constraints on providing healthcare, thus reducing the costs of providing said healthcare] and . . . Guess What!!!!
['Ignorant Dembots! (Please note, I say this as a registered Dem voter who has been such for the whole time I have been old enough to be able to, but I just haven't voted for very many lately [if any at all].)]
Are the central banks really so different from everything else?
Watch out bond-holders [especially of longer duration bonds]! I will not own [a significant amount of] bonds [if any stocks] at the moment.
Don't think they are dumb. They are cynical and sinister in their cronyism.
If you are referring to the Dem politicians, as I presume, I believe you are correct.
I was really thinking more about their voters -- my fellow Dems -- who have systematically supported policies and politicos which have obviously damaged most if not quite all of these same Dem voters. That has to be ignorance [if not also stupidity]. If only they understood some of the most basic concepts of macroeconomics . . . like what happens when you try to "fix" prices.
Wow, the US -- if not the world -- would be so different [and better] if that were the case.
-----> Diversify = safety
-----> Diversify = not really sure what they're doing or why