The pushback from the weekend’s WaPo column was surprisingly fierce.
If you can tell me what asset classes will perform best each year in advance, than by all means over-weight that sector. But if you are like the other 99.99% of investors, you are probably better off saying to yourself “Why should I guess when I can own them all?
The charts below show returns for asset classes and specifically for fixed income.
Fixed Income Sector Returns
Click for ginormous table
Source: J.P. Morgan