Is Diversification Dead? – The Idea Farm by Meb Faber

Diversified allocations have led to disappointing returns relative to a US focused 60/40 blend in recent memory. Looking at long-term history, diversification held up and now may be a particularly important time to be revisiting diversified strategies.
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Link

Is Diversification Dead? – Research Affiliates

Good investing,
Meb Faber
theideafarm.com