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Investing - Theory, News & General • Confidence U.S. inflation won't be too high long-term

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I'm not too confident in anyone's expectations, so I diversify. Since TIPS only account for 10% of the treasury market, I'd have a tough time allocating more than 50% of my fixed income towards TIPS. Overall, I'm not too worried about inflation. I'm much more worried about my portfolio surviving extreme events.
Why?

50% is already massively overweight vs TIPS market cap.

(not that market cap should dictate bonds)

Already crossed the Rubicon, why not go all in?
The variance of combined returns from two random investments will be minimized at 50/50 allocations. I think it's possible that TIPS can help up to this point, but its unlikely to help much after this point.

Statistics: Posted by Wwwdotcom — Fri Dec 27, 2024 2:21 pm — Replies 79 — Views 4072



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