Originally Posted by brewer12345
So i have a dollop of SCV and commodities in my portfolio, but it would be a fool's game to hold only those asset classes.
Then we agree.
Beavers make cheese?
IMO, the trivial point was going down the well of the composition of a single funds assets, when the topic of discussion was finding uncorrelated asset classes and investing in them. The point I was trying to make, apparently by a roundabout manner, was that what is historically some of the best ones to own from a correlation and return perspective should scare the living pants off of most people, and probably wont be the best options going forward...but maybe they will.
Look to this thread for more on-topic discussion. Swedroe and Ferri, among others (unfortunately ***** as well) discuss books and the topic...
Note that I am not endorsing or agreeing with anything said in the thread. I may never endorse, agree with or offer any statements of any kind not involving beavers, prairie dogs and/or boobs ever again :