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MacroVoices #291 Jeroen Blokland: Inflation, Bond Yields, Portfolio Allocation & Bitcoin Unpublished

Macro Voices

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The Diversification Benefits of a Portfolio Based on Actual Market Wage

We look at, what are the diversification benefits of a portfolio based on actual market wage. And so there are two papers i use for that. Dhay, up date this data every year,. Every year you get an get new data and information on the relative size of the different set classes. And this is our starting point. We could ad commodities or reduce it quite dramatically if we want tobut. But the starting point is the is the total investibal market gap of the different ee lasses.

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