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Asset Allocation

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Asset allocation by institutional segment

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Hedged strategies offer diversification

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Average investor allocation to equities vs. 10 year forward annualized price return

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Average investor allocation to equities vs. 10 year forward annualized price return since 1951

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Real return forecasts of different stocks and bonds

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2013-2022 return quilt

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2022 Q4 percent returns vs. 2022 annual percent returns

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The case for diversification

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Asset allocation of never rebalanced versus annually rebalanced 60/40 portfolio since 1990

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