Musings
Unless you are solely invested in Technology stocks, your portfolio is likely nothing but a sea of red this year (despite a bump off the lows in April). Basically everything is hurting (no shocker there), but that’s not what I’m focused on at the moment. I’m trying to figure out how supposedly ‘safer’ strategies managed to fail so spectacularly in the face of the virus-induced turndown versus 'riskier' strategies. First, some data:
Source: S&P Global
To me, it is exceptionally surprising (and frustrating) that the S&P 500 (which is more and more just a