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RWH049: Crushing The Market Over 50 Years w/ Jay Bowen

We Study Billionaires - The Investor’s Podcast Network

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Equities Over Bonds: A Long-Term Strategy

A balanced investment strategy traditionally includes a mix of stocks and bonds, often around 60-70% in equities and 30-40% in bonds. However, long-term performance data highlights a significant advantage in favor of equities over bonds. This discrepancy raises doubts about the effectiveness of including bonds in a portfolio, particularly for municipal funds that operate in perpetuity. The prevailing sentiment suggests that investors may achieve superior results by heavily favoring equities rather than diversifying their portfolio with bonds, which have historically offered lower returns.

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