Longvall, CTA, Systematic, Mergerar - Is That a Fair Assessment?

The biggest diversifiers to a traditional portfolio, and this is obvious to you and I, but it's like a who's who of categories that no one allocates to. The exact opposite conclusion is what you would expect. When equities are killing it, rebalancing out of equities into something like Longvall and CTA's that are losing money, most people can't do it. "I almost always wear my nuggets hat during this show. They at least have something to cheer for"

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