Meb Faber · The Long View · Meb Faber: 2 Big Mistakes Investors Make With Their Portfolios
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claimed that mixing safe money with a global portfolio adds a couple percentage points of return over T-bills with similar volatility
a couple percentage points of return over T-bills
“Portfolio based rebalancing as opposed to calendar based rebalancing, where you let your portfolio and the volatility inherently in it, particularly in the equity side of things, dictate when you trim where there's been strength, add to where there's been weakness and stay in gear.”
“Even a full rollback of the measures due to take effect in January 2027 would add less than half a percentage point to real spending growth.”
“You’re starting to see some fractionalization. It's probably the biggest missing piece of the global market portfolio”
“Use the policy as your safe base for your money and then use your investing, your business, your speculative stuff for the other side of your portfolio”
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