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Cullen Roche, Discipline Funds - QE Is Not As Powerful As A Lot Of People Like To Think It Is | #378

The Meb Faber Show - Better Investing

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The Disciplined Fund Structure

The disciplined fund structure inverts the cores in the satellites. If 60 forty grows into 70 30, the discipline fund might re balance back to 50 50. It's consistent with an environment where the market is riskier than it is on average. So you're building in a behavior buffer there.

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