Comparing Strategy Performance of Bernstein, Swensen, Browne and Swedroe
November 21, 2018 at 06:45 AM EST
An article in Wealthmanagement.com compares the performance of four financial gurus by outlining a simulation of their signature portfolios “using readily available index funds and grantor trusts, annually rebalanced from September 2005 through July 2018, and put them up against a classic ’60/40′...