I’ll admit to skimming some of the historical analysis in Part 1 of this piece but found the last couple of decades of that section plus all kinds f Part 2 well worth a careful read. Dalio seems to me to be as good as it gets in providing deeply informed actionable advice. His recommendations won’t be popular with the Bogleheads crowd but those willing to look beyond plain vanilla stock and bond index fund portfolios are certain to find this lengthy screed of interest.
http://https://www.linkedin.com/pulse/paradigm-shifts-ray-dalio/?published=t
http://https://www.linkedin.com/pulse/paradigm-shifts-ray-dalio/?published=t