Skewray Research on Nostr: nprofile1q…lllgf I don't consider the stock/bond ratio to be a knob that I turn ...

nprofile1qy2hwumn8ghj7un9d3shjtnyd968gmewwp6kyqpqsm7p4q9qu9pkazmx3n6zuc2zuae9q3s7ec65dnhpfgdxgsfssgsq0lllgf (nprofile…llgf) I don't consider the stock/bond ratio to be a knob that I turn back and forth depending on future estimates of returns or volatility. Modern Portfolio Theory has been trying for 75 years to set that knob, but MPT is trash when applied to real financial data. I'll be holding at 60/40, thanks.