Thanks to L.K. Benson for sharing with us.
We often say that owning a diversified portfolio means always owning something you aren’t happy with. So far in 2024, you’d be hard-pressed to find anything in your portfolio like that. Every major asset class has posted positive returns this year, with many in double digits. In the third quarter, US Large-Cap stocks were up almost 6%, while US Small-Cap stocks were up over 9%. International developed stocks were up about 8%, and emerging market stocks were up close to 9%. After two straight quarters of negative returns, REITs bounced back in a huge way with a return of around 17%.
Compared to these stock market returns, you might think bonds would be the part of your portfolio you hate...
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