
Marlena Lee, DFA – Value, Fama & How To Weather Bear Markets | #441
The Meb Faber Show - Better Investing
Fixed Income
A basec is like looking at the yeal curve and thinking about how to tactically move around your fixed income exposure. The problem with some of those ideas is, why do you have the government bonds in the first place there? We would still say growth stocks should belong in everyone's portfolio. Just under weight it if it has lower expector returns. Ca, b bunch a emerging market debt. You just want to versification.
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