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“Sleep Like a Baby” Portfolio is Delivering One of Its Strongest Years on Record

by The Wealth Advisor Contributor
Bank of America’s so-called “sleep like a baby” portfolio—constructed for resilience rather than headline performance—is delivering one of its strongest years on record. The equal-weighted allocation across equities, fixed income, cash, and commodities is tracking a 26% return year-to-date, positioning it for its best annual outcome since 1933, according to strategist Michael Hartnett.

Featured

“Sleep Like a Baby” Portfolio is Delivering One of Its Strongest Years on Record

Bank of America’s so-called “sleep like a baby” portfolio—constructed for resilience rather than headline performance—is delivering one of its strongest years on record.

Warsh Confirmation Set to Advance as GOP Holdout Backs Vote

(Bloomberg) - Senator Thom Tillis said he’s dropping his blockade of Kevin Warsh’s nomination to head the Federal Reserve, saying the Justice Department’s decision to end a criminal probe targeting Fed Chair Jerome Powell remove

Kevin Warsh Outlines A Potential Shift In How The Fed Measures Inflation

Kevin Warsh, nominated by President Trump to serve as Chair of the Federal Reserve, used his Senate confirmation hearing to outline a potential shift in how the central bank evaluates inflation—an issue with direct implications for monetar

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Is The White House Underplaying Inflation Risk? Here’s What The Experts—And Markets—Are Saying

Biden officials and the Fed insist inflation is no big threat, but investors seem to be bracing themselves anyway.

Portfolio Construction

Legendary Yale Endowment Manager David Swenson Is Dead

Swenson had been on leave to receive treatment for cancer. He will be remembered as a pioneer in alternative assets and an advocate for rebalancing.

Advisor Technology

Cathie Wood’s Ark Battered by Selloff, Worst Run of Outflows

The selloff that’s tearing through high-valuation tech shares has battered Cathie Wood’s flagship ETF.

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Family Offices, Payments to Brokers Are in Democrats’ Crosshairs

House Democrats are starting to lay out a legislative wish list in response to two events that rocked financial markets this year.

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Tesla Shares Jump After Earnings Beat on Margins, Profitability and Robotaxi Progress

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Medicare Strategy Must Be Implicated In The Broad Retirement Plan

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