3 fund portolio article on diversification

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Mr.BB
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Joined: Sun May 08, 2016 10:10 am

3 fund portolio article on diversification

Post by Mr.BB » Fri Jul 13, 2018 6:40 am

This excellent article is from Morningstar this morning.
https://www.morningstar.com/articles/87 ... ncing.html
"We are what we repeatedly do. Excellence, then, is not an act, but a habit."

Kevin K
Posts: 119
Joined: Sun Aug 26, 2007 7:47 pm

Re: 3 fund portolio article on diversification

Post by Kevin K » Fri Jul 13, 2018 12:06 pm

A good article and...my first thought was how much better off an investor would have been in terms of both CAGR and downside to just be 100% in Wellesley over the time period used (and many others).

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