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- What do trailing returns imply about future returns
- How often do different portfolio designs achieve an 8% historical return
- How do withdrawals affect drawdown risk during retirement
- Rate cut cycles have been positive 75% of the time over the following 12, 24 or 36 months
- Higher risk styles have historically outperformed lower risk approaches in the year following cuts
- 1966 is the closest analog to today
- Magnitude and Duration of Bear Markets dramatically different based on presence of recession or not
- Monetary policy tightening and yield curve inversion is a consistent trend for most bear markets
- Recovery after recessionary driven or sentiment driven bear markets is drastically different
- 50 year highs – Market is at 50 year high levels of concentration and extreme valuations of the top 10 names
- Drawdown risk – The biggest stocks historically to drawdown much worse than a diversified portfolio following these periods
- Lost Decades – A diversified portfolio have avoided the lost decades associated with a cap weighted approach
