Steve Edmundson's successful investment strategy was to do as little as possible, keeping costs low and not trying to beat the market.
Investing doesn't have to be complicated - simple portfolios like the 60/40, Cockroach, and 3-Fund portfolios can be the foundation for long-term success.
Ray Dalio's All Weather Portfolio aims to perform well over time without predictions, with an asset allocation of 55% bonds, 30% stocks, and 15% commodities.
Stocks are riskier in the long term than many investors believe, with fluctuating equity risk premiums influenced by economic drivers like interest rates and growth.
Using longer historical data to predict equity risk premiums may not work, investors need to analyze the historical track record based on the current market regime.
The correlation between stocks and bonds has varied over time, influenced by factors like inflation, interest rates, and economic growth, impacting the diversification benefits of stock/bond portfolios.
Major U.S. stock indices experienced a recent downturn after a strong upward trend earlier in the year.
Technology stocks are showing a strong performance in 2023, potentially leading to profit-taking by investors.
Different experts have conflicting views on the market's direction, with some predicting continued bear market while others are bullish on a new bull market.