Thursday, September 8, 2022
HomeWealth ManagementThe Worst 12 months Ever - The Irrelevant Investor

The Worst 12 months Ever – The Irrelevant Investor

Considered one of this stuff shouldn’t be just like the others.

A 60/40 portfolio simply skilled the worst eight-month stretch to begin a 12 months going again to the inception of the Barclay’s mixture bond index in 1976.

One 12 months in the past the 10-year charge was 1.32%. It’s 3.35% at present. The final time it skilled a 12-month enhance that enormous was in January 2000!

The vicious transfer in charges has left a mark on everybody’s portfolio in a method or one other.

Josh and I are going to cowl this and rather more on tonight’s What Are Your Ideas?



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