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Ben Carlson: The Lifecycle Of An Investment Idea

FYI: The Holy Grail of portfolio management is finding an asset or strategy that has high returns with low correlations to standard portfolio holdings like stocks and bonds. In the mid-2000s, many investors were led to believe they found such an asset in commodities.
Regards,
Ted
http://awealthofcommonsense.com/2018/01/the-lifecycle-of-an-investment-idea/
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