By Ben Carlson
A Wealth of Common Sense

I’m generally not a fan of completely rethinking your asset allocation just because you wish you would have invested in something else with the benefit of hindsight.

Fighting the last war can be a damaging strategy if you’re constantly investing in the rearview mirror based strictly on performance. The proliferation of black swan strategies following the 2008 crash comes to mind. But, there’s nothing wrong with being thoughtful about your asset allocation if you do so with your eyes wide open to the trade-offs and risks involved.

The bond bear market has caused some fixed income investors to recalibrate their range of outcomes when it comes to the bond side of the portfolio.

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The commentary is the opinion of the author and distributed with permission under limited license. All data and charts presented herein are from sources deemed to be reliable but are not guaranteed to be accurate. The financial information presented is for information and educational purposes and is not a substitute for professional advice; use of or reliance on any information herein is solely at your own risk. Edited from the original.