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Does a 60/40 Balanced Portfolio Still Work? Time to Jettison Non-U.S. Stocks?
Money For the Rest of Us
The Return of Emerging Market Stocks
The US dollar appreciated 25% against other world currencies, a basket of world currencies. That led to a 2.7% annual portfolio drag for non-US stocks. Valuations got cheaper and detracted about 0.9% per year from that return. The question is, as we go forward, will that change? Could we get a tailwind from a weakening US dollar?
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