Paulsen Perspectives

Paulsen Perspectives

The 5% Trigger for Equity Allocation

If the 10-year Treasury Bond Yield Breaches the 5% level, the risk-return frontier greatly favors conservative over aggressive stocks.

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Jim Paulsen
Apr 15, 2024
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Every investor has to decide how aggressive to be with their investments.  Are you most comfortable limiting equity exposure to fairly conservative investments?  Perhaps only large-cap, high quality, blue-chip, stable companies with a well-covered dividend?  Or are …

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