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Asset Allocation

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Asset allocation of never rebalanced versus annually rebalanced 60/40 portfolio since 1990

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Historical returns coming from different allocations of stocks vs. bonds since 1926

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10-year return projections for the liquid asset classes

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Concentration measured as percent of total market capitalization of the S&P 500 since 1995

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Rolling three-year returns annualized (100% Stock vs. 60/40 Portfolio) since 1979

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Value Has Underperformed since 2006 (Source: RAF Indices)

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Comparison of current asset class yields & historical ranges since 1985

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Historical Annual Return (Source: Morningstar Direct Data)

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Ownership of US corporate stock (Source: Tax Policy Center, 2019)

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Asset-class return outlooks (Source: Vanguard Investment Strategy Group)

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