@PauloMacro Didnโt there used to be accounting rules that dividends came from retained earnings? If paid from shareholder equity it is a return of capital.
@RaoulGMI Agree, like a lot of things (finance, politics etc.) extreme views sell books, but the sensible path is a bit of balance, moderation and common sense.
It is time to redefine traditional portfolios.
The valuation history of 60/40 portfolios unfolds through extended cycles, and we are now experiencing another critical juncture in this dynamic.
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