35 Years of Portfolio Data Say the Quiet Part Out Loud
What happens when the portfolio mix we’ve trusted delivers exactly what it’s supposed to—but still disappoints?
?
This Chart Compares Stock/Bond Mixes from 100/0 to 0/100:
Rolling 1-Year Returns Since 1990
Most Recent 12-Month Results
Same Trend, Every Time
The more bonds in the mix, the lower the return.
Not just last year. Not just once.
For over three decades.
?
That doesn’t make bonds bad.
It just makes the tradeoff clear:
Lower Risk → Lower Reward
Every asset allocation choice is a decision to give something up.
What are you giving up—on purpose or by default?
