2019 "Pivot" Portfolios

These portfolios were designed to address unpriceable risk and to answer the question, "What then?"

From 1981 onwards, bonds came to the rescue during periods of market turmoil and saved investors in every crash, but in September 2018, the scenario "where all stocks suddenly go bonkers, but government bonds also go bonkers" started to come into focus. These portfolios were designed to address unpriceable risk and to answer the question, "What then?"

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