Does a 60/40 Balanced Portfolio Still Work? Time to Jettison Non-U.S. Stocks?
Money For the Rest of Us
00:00
Emerging Market Returns - What's the Reasonable Amount?
Over the past decade, if you look at the return of commodity indices, they're still negative. That has impacted emerging market returns, as well as China's zero-covid policy. We believe US stocks will return 7.2% over the next decade with 1.7% dividend yield 5.5% earnings growth and no valuation change. And we believe that non-US stocks, excluding emerging markets, will return 6.3%.
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
