Oh ok, good. As expected. I mostly have short term treasuries combined with a riskier-than-average equity portfolio. Swedroe encouraged this from the very earliest days.
"Over the past 20 years several asset classes—including corporate bonds, global bonds, high-yield bonds, municipal bonds, REITs, and Treasury Inflation-Protected Securities—have become more closely correlated with stocks. Many of these categories have also posted losses in periods of equity market stress. In such periods, Treasury bonds, gold, commodities, and some alternative investment strategies have been more compelling portfolio diversifiers"I haven't seen recent data on 'correlations increasing' between stocks and bonds but I suspect a lot of variation from high to low quality and short to long duration.
Which bonds are we talking about?
-2025 Diversification Landscape, Morningstar
Statistics: Posted by edge — Wed Oct 08, 2025 6:29 pm — Replies 65 — Views 3956